Pds Planning, Inc Purchases in Q2 2025

Pds Planning, Inc

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
431
+ 7.7%
$221.03 - $294.78 $95.3K - $127K
6.03K $1.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 0.66%
$496.48 - $617.85 $19.9K - $24.7K
6.11K $3.78M
AMT
American Tower Corp

Real Estate
1.62K
+ 56.4%
$203.96 - $228.19 $330K - $369K
4.48K $990K
UNP
Union Pacific Corp

Industrials
1.59K
+ 37.04%
$208.27 - $238.46 $332K - $380K
5.9K $1.36M
SYK
Stryker Corp

Healthcare
744
+ 41.99%
$337.37 - $395.63 $251K - $294K
2.52K $995K
CSCO
Cisco Systems, Inc.

Technology
2.3K
+ 10.26%
$53.19 - $69.38 $122K - $160K
24.7K $1.72M
GS
Goldman Sachs Group Inc

Financial Services
112
+ 7.23%
$462.22 - $707.75 $51.8K - $79.3K
1.66K $1.18M
SPOT
Spotify Technology S.A.

Communication Services
125
+ 11.8%
$503.3 - $775.9 $62.9K - $97K
1.18K $908K
DIS
Walt Disney CO

Communication Services
810
+ 9.38%
$81.72 - $124.01 $66.2K - $100K
9.45K $1.17M
DE
Deere & CO

Industrials
130
+ 2.04%
$412.99 - $531.48 $53.7K - $69.1K
6.49K $3.3M
MAR
Marriott International Inc

Consumer Cyclical
945
+ 64.64%
$211.12 - $274.14 $200K - $259K
2.41K $657K
JBL
Jabil Inc

Technology
1.41K
New
$116.88 - $218.1 $165K - $307K
1.41K $307K
MKC
Mccormick & CO Inc

Consumer Defensive
3.99K
New
$71.11 - $82.25 $284K - $328K
3.99K $302K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.29K
New
$40.51 - $71.03 $174K - $305K
4.29K $301K
KKR
Kkr & Co. Inc.

Financial Services
2.25K
New
$92.79 - $134.29 $208K - $302K
2.25K $298K
NET
Cloudflare, Inc.

Technology
1.52K
New
$97.08 - $195.83 $148K - $298K
1.52K $298K
ROK
Rockwell Automation, Inc

Industrials
886
New
$218.97 - $332.17 $194K - $294K
886 $294K
HWM
Howmet Aerospace Inc.

Industrials
1.57K
New
$112.33 - $186.13 $176K - $292K
1.57K $291K
HDB
Hdfc Bank LTD

Financial Services
1.65K
+ 10.65%
$63.78 - $77.48 $105K - $128K
17.2K $1.32M
KO
Coca Cola CO

Consumer Defensive
4.76K
+ 7.95%
$68.37 - $73.9 $325K - $352K
64.6K $4.57M
TFC
Truist Financial Corp

Financial Services
6.62K
New
$34.79 - $42.99 $230K - $285K
6.62K $284K
CAT
Caterpillar Inc

Industrials
321
+ 12.62%
$273.94 - $388.21 $87.9K - $125K
2.86K $1.11M
ACN
Accenture PLC

Technology
1.04K
+ 34.67%
$279.23 - $323.21 $292K - $337K
4.06K $1.21M
IEMG
Ishares Inc

ETFs
5.01K
+ 2.51%
N/A
204K $11M
WCN
Waste Connections, Inc.

Industrials
1.4K
New
$183.26 - $199.95 $257K - $280K
1.4K $261K
NTES
Net Ease, Inc.

Communication Services
1.95K
New
$91.37 - $134.58 $178K - $262K
1.95K $261K
PM
Philip Morris International Inc.

Consumer Defensive
782
+ 15.69%
$149.23 - $184.95 $117K - $145K
5.77K $1.05M
KB
Kb Financial Group Inc.

Financial Services
349
+ 4.35%
$46.88 - $82.59 $16.4K - $28.8K
8.37K $691K
IDXX
Idexx Laboratories Inc

Healthcare
336
+ 52.42%
$361.04 - $536.34 $121K - $180K
977 $524K
SAP
Sap Se

Technology
309
+ 6.82%
$237.53 - $309.8 $73.4K - $95.7K
4.84K $1.47M
DDOG
Datadog, Inc.

Technology
1.9K
New
$87.0 - $134.33 $165K - $255K
1.9K $254K
XLK
Technology Sector Spdr

ETFs
9
+ 0.17%
$179.73 - $253.23 $1.62K - $2.28K
5.39K $1.37M
CCJ
Cameco Corp

Energy
574
+ 9.01%
$36.68 - $74.46 $21.1K - $42.7K
6.95K $515K
AXON
Axon Enterprise, Inc.

Industrials
306
New
$497.13 - $827.94 $152K - $253K
306 $253K
NEM
Newmont Corp

Basic Materials
4.32K
New
$44.18 - $59.46 $191K - $257K
4.32K $251K
CAH
Cardinal Health Inc

Healthcare
257
+ 3.73%
$125.0 - $168.0 $32.1K - $43.2K
7.14K $1.2M
IONQ
Ion Q, Inc.

Technology
60
+ 0.51%
$20.68 - $48.04 $1.24K - $2.88K
11.9K $510K
RTX
Raytheon Technologies Corp

Industrials
1.13K
+ 18.55%
$113.75 - $148.48 $129K - $168K
7.23K $1.06M
UBER
Uber Technologies, Inc

Technology
1.02K
+ 13.67%
$64.62 - $93.3 $65.8K - $95.1K
8.47K $790K
KLAC
Kla Corp

Technology
119
+ 18.39%
$576.53 - $902.94 $68.6K - $107K
766 $686K
NRG
Nrg Energy, Inc.

Utilities
1.53K
New
$83.61 - $162.67 $128K - $249K
1.53K $245K
EA
Electronic Arts Inc.

Communication Services
1.53K
New
$132.53 - $159.7 $202K - $244K
1.53K $243K
CEG
Constellation Energy Corp

Utilities
58
+ 3.15%
$170.96 - $322.76 $9.92K - $18.7K
1.9K $613K
TCOM
Trip.Com Group LTD

Consumer Cyclical
4.09K
New
$52.21 - $67.1 $214K - $275K
4.09K $239K
MRVL
Marvell Technology, Inc.

Technology
3.07K
New
$49.38 - $79.97 $152K - $246K
3.07K $237K
IMO
Imperial Oil LTD

Energy
2.98K
New
$60.22 - $81.91 $180K - $244K
2.98K $237K
CHTR
Charter Communications, Inc.

Communication Services
579
New
$321.68 - $427.25 $186K - $247K
579 $236K
ANSS
Ansys Inc

Technology
662
New
$284.19 - $351.22 $188K - $233K
662 $232K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.43K
+ 44.06%
$212.1 - $244.27 $304K - $350K
4.69K $1.03M
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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