Pds Planning, Inc Purchases in Q2 2025

Pds Planning, Inc

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
67.4K
+ 3.98%
$45.65 - $57.01 $3.08M - $3.84M
1.76M $100M
IVV
Ishares Core S&P 500 ETF

ETFs
5.76K
+ 4.03%
$498.8 - $620.9 $2.87M - $3.58M
149K $92.2M
NVDA
Nvidia Corp

Technology
18.8K
+ 12.64%
$94.31 - $157.99 $1.77M - $2.96M
167K $26.4M
MSFT
Microsoft Corp

Technology
6.85K
+ 15.01%
$354.56 - $497.45 $2.43M - $3.41M
52.5K $26.1M
VO
Vanguard Mid Cap ETF

ETFs
11.5K
+ 5.54%
$228.54 - $279.83 $2.63M - $3.22M
219K $61.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32.3K
+ 3.2%
$39.89 - $49.46 $1.29M - $1.6M
1.04M $51.6M
AVUV
American Centy ETF Tr Avantis

ETFs
41.6K
+ 8.0%
$75.17 - $91.21 $3.12M - $3.79M
561K $51.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
38.6K
+ 5.51%
$96.84 - $99.46 $3.74M - $3.84M
740K $73.4M
AMZN
Amazon Com Inc

Consumer Cyclical
8.91K
+ 17.09%
$167.32 - $223.3 $1.49M - $1.99M
61K $13.4M
JPM
Jpmorgan Chase & CO

Financial Services
4.27K
+ 8.95%
$210.28 - $289.91 $897K - $1.24M
51.9K $15.1M
AVGO
Broadcom Inc.

Technology
1.22K
+ 4.61%
$146.29 - $275.65 $178K - $336K
27.7K $7.63M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
43.2K
+ 6.38%
$51.68 - $52.76 $2.23M - $2.28M
720K $38M
META
Meta Platforms, Inc.

Communication Services
958
+ 8.64%
$484.66 - $738.09 $464K - $707K
12.1K $8.89M
GOOG
Alphabet Inc.

Communication Services
7.83K
+ 21.32%
$146.58 - $180.01 $1.15M - $1.41M
44.6K $7.9M
REET
Ishares Global Reit ETF

ETFs
63.1K
+ 4.64%
$21.59 - $25.16 $1.36M - $1.59M
1.42M $35.1M
VB
Vanguard Small Cap ETF

ETFs
5.67K
+ 12.38%
$193.73 - $237.37 $1.1M - $1.35M
51.4K $12.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
21.1K
+ 5.4%
$77.74 - $78.78 $1.64M - $1.66M
411K $32.4M
IEFA
Ishares Tr

ETFs
285
+ 0.15%
$67.83 - $84.09 $19.3K - $24K
190K $15.9M
SUB
Ishares Short Term National Mu

ETFs
13.6K
+ 20.42%
$104.77 - $106.34 $1.42M - $1.44M
80K $8.51M
ORCL
Oracle Corp

Technology
88
+ 0.48%
$122.82 - $218.63 $10.8K - $19.2K
18.4K $4.02M
MUB
Ishares National Muni Bond ETF

ETFs
14.7K
+ 15.68%
$102.31 - $105.8 $1.5M - $1.55M
108K $11.3M
NFLX
Netflix Inc

Communication Services
321
+ 13.63%
$855.86 - $1339.13 $275K - $430K
2.68K $3.58M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
820
+ 4.16%
$141.37 - $228.57 $116K - $187K
20.5K $4.65M
TSLA
Tesla, Inc.

Consumer Cyclical
1.17K
+ 8.13%
$221.86 - $362.89 $260K - $426K
15.6K $4.96M
GOOGL
Alphabet Inc.

Communication Services
2.41K
+ 6.75%
$144.7 - $178.6 $349K - $431K
38.1K $6.72M
AAPL
Apple Inc.

Technology
13.9K
+ 12.87%
$172.42 - $223.89 $2.39M - $3.1M
122K $24.9M
APH
Amphenol Corp

Technology
5.36K
+ 45.47%
$59.09 - $98.75 $317K - $529K
17.1K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
793
+ 27.52%
$908.13 - $1056.85 $720K - $838K
3.68K $3.64M
MA
Mastercard Inc

Financial Services
1.49K
+ 31.41%
$479.92 - $590.74 $715K - $880K
6.23K $3.5M
ABT
Abbott Laboratories

Healthcare
3.46K
+ 2.95%
$123.95 - $138.08 $429K - $478K
121K $16.4M
VT
Vanguard Total World Stk Index

ETFs
1.4K
+ 2.58%
$103.16 - $128.52 $145K - $180K
55.7K $7.16M
NOW
Service Now, Inc.

Technology
32
+ 0.95%
$721.65 - $1040.18 $23.1K - $33.3K
3.42K $3.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
585
+ 6.65%
$456.74 - $568.03 $267K - $332K
9.39K $5.33M
GE
General Electric CO

Industrials
1.32K
+ 18.76%
$166.81 - $257.39 $221K - $340K
8.37K $2.15M
VIG
Vanguard Dividend Appreciation

ETFs
4.03K
+ 1.5%
N/A
272K $49.5M
V
Visa Inc.

Financial Services
1.9K
+ 18.72%
$308.27 - $373.31 $585K - $708K
12K $4.27M
VTI
Vanguard Total Stock Market Et

ETFs
181
+ 0.86%
$243.75 - $303.93 $44.1K - $55K
21.3K $6.46M
PLTR
Palantir Technologies Inc.

Technology
1.57K
+ 19.75%
$74.01 - $144.25 $116K - $227K
9.53K $1.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
63
+ 28.77%
$4164.15 - $5789.24 $262K - $365K
282 $1.63M
ETN
Eaton Corp PLC

Industrials
118
+ 1.86%
$246.52 - $356.99 $29.1K - $42.1K
6.45K $2.3M
COF
Capital One Financial Corp

Financial Services
2.23K
+ 111.38%
$150.57 - $212.76 $336K - $475K
4.23K $900K
WMT
Walmart Inc.

Consumer Defensive
2.26K
+ 7.92%
$81.79 - $99.98 $185K - $226K
30.8K $3.01M
INTU
Intuit Inc

Technology
320
+ 23.44%
$544.07 - $787.63 $174K - $252K
1.69K $1.33M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.61K
+ 2.73%
$72.02 - $73.82 $404K - $414K
211K $15.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
178
+ 7.83%
$321.63 - $509.31 $57.3K - $90.7K
2.45K $1.25M
ISRG
Intuitive Surgical Inc

Healthcare
675
+ 42.48%
$451.58 - $565.94 $305K - $382K
2.26K $1.23M
ECL
Ecolab Inc.

Basic Materials
1.54K
New
$225.65 - $270.95 $348K - $417K
1.54K $414K
NEE
Nextera Energy Inc

Utilities
5.94K
+ 38.12%
$64.11 - $75.0 $380K - $445K
21.5K $1.49M
AMD
Advanced Micro Devices Inc

Technology
613
+ 8.04%
$78.21 - $143.81 $47.9K - $88.2K
8.24K $1.17M
Activity Summary
Buys All Purchases 397 New Holdings 57 Increased Positions 340 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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