Pds Planning, Inc Purchases and Sells in Q2 2025

Pds Planning, Inc

$1.32 Billion
Q2 2025

Top Buys

Incresed Positions

340 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	67.4K + 3.98%	$45.65 - $57.01 $3.08M - $3.84M	1.76M $100M
IVV	5.76K + 4.03%	$498.8 - $620.9 $2.87M - $3.58M	149K $92.2M
NVDA	18.8K + 12.64%	$94.31 - $157.99 $1.77M - $2.96M	167K $26.4M
MSFT	6.85K + 15.01%	$354.56 - $497.45 $2.43M - $3.41M	52.5K $26.1M
VO	11.5K + 5.54%	$228.54 - $279.83 $2.63M - $3.22M	219K $61.3M
VWO	32.3K + 3.2%	$39.89 - $49.46 $1.29M - $1.6M	1.04M $51.6M

New Holdings

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ECL	1.54K New	$225.65 - $270.95 $348K - $417K	1.54K $414K
COIN	886 New	$151.47 - $375.07 $134K - $332K	886 $310K
JBL	1.41K New	$116.88 - $218.1 $165K - $307K	1.41K $307K
MKC	3.99K New	$71.11 - $82.25 $284K - $328K	3.99K $302K
ARKK	4.29K New	$40.51 - $71.03 $174K - $305K	4.29K $301K
NET	1.52K New	$97.08 - $195.83 $148K - $298K	1.52K $298K

Top Sells

Reduced Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-730 - 2.93%	$99.93 - $119.04 $72.9K - $86.9K	24.2K $2.6M
SCHX	-16.2K - 70.19%	$19.6 - $24.44 $318K - $396K	6.89K $168K
TMO	-141 - 4.69%	$390.26 - $489.06 $55K - $69K	2.87K $1.16M
VHT	-1.02K - 41.34%	$236.71 - $261.92 $241K - $267K	1.45K $359K
VNQ	-2.16K - 3.35%	$79.79 - $91.42 $172K - $197K	62.2K $5.54M
JNJ	-243 - 1.31%	$146.36 - $159.82 $35.6K - $38.8K	18.3K $2.8M

Activity Summary All Purchases 397 New Holdings 57 Increased Positions 340 All Sells 98 Reductions 98 Sold out 0 Calls 0 Puts 0

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