Pds Planning, Inc Purchases in Q2 2025

Pds Planning, Inc

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
381
+ 9.03%
$126.95 - $183.52 $48.4K - $69.9K
4.6K $842K
SO
Southern CO

Utilities
2.5K
+ 70.93%
$84.91 - $92.56 $213K - $232K
6.03K $554K
HD
Home Depot, Inc.

Consumer Cyclical
621
+ 8.86%
$335.24 - $380.78 $208K - $236K
7.63K $2.8M
CASY
Caseys General Stores Inc

Consumer Cyclical
447
New
$415.82 - $510.91 $186K - $228K
447 $228K
WF
Woori Financial Group Inc.

Financial Services
180
+ 1.36%
$30.46 - $49.73 $5.48K - $8.95K
13.4K $668K
MELI
Mercadolibre Inc

Consumer Cyclical
86
New
$1794.73 - $2613.63 $154K - $225K
86 $224K
CFG
Citizens Financial Group Inc

Financial Services
5K
New
$34.27 - $44.75 $171K - $224K
5K $223K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.54K
New
$19.5 - $30.4 $147K - $229K
7.54K $220K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.19K
New
$55.54 - $69.09 $177K - $220K
3.19K $220K
MSTR
Microstrategy Inc

Technology
541
New
$237.95 - $421.61 $129K - $228K
541 $218K
GDDY
Go Daddy Inc.

Technology
1.21K
New
$162.11 - $192.36 $196K - $232K
1.21K $217K
WOR
Worthington Industries Inc

Industrials
641
+ 4.93%
$44.09 - $63.81 $28.3K - $40.9K
13.7K $868K
DELL
Dell Technologies Inc.

Technology
1.77K
New
$71.63 - $125.98 $127K - $223K
1.77K $216K
VRSK
Verisk Analytics, Inc.

Industrials
692
New
$277.03 - $321.33 $192K - $222K
692 $215K
TDY
Teledyne Technologies Inc

Technology
421
New
$435.54 - $512.31 $183K - $216K
421 $215K
VRSN
Verisign Inc

Technology
747
New
$234.49 - $288.8 $175K - $216K
747 $215K
KMI
Kinder Morgan, Inc.

Energy
7.27K
New
$25.21 - $29.4 $183K - $214K
7.27K $213K
CTVA
Corteva, Inc.

Basic Materials
2.86K
New
$55.52 - $74.53 $159K - $213K
2.86K $213K
MS
Morgan Stanley

Financial Services
462
+ 7.6%
$99.83 - $140.86 $46.1K - $65.1K
6.54K $921K
PUK
Prudential PLC

Financial Services
8.44K
New
$18.03 - $25.49 $152K - $215K
8.44K $211K
EW
Edwards Lifesciences Corp

Healthcare
2.71K
New
$67.07 - $78.22 $182K - $212K
2.71K $211K
GM
General Motors CO

Consumer Cyclical
4.28K
New
$42.48 - $50.46 $182K - $216K
4.28K $210K
DVN
Devon Energy Corp

Energy
6.6K
New
$26.8 - $37.92 $177K - $250K
6.6K $209K
CL
Colgate Palmolive CO

Consumer Defensive
2.4K
+ 74.39%
$87.57 - $96.0 $210K - $231K
5.63K $511K
E
Eni Spa

Energy
6.47K
New
$25.19 - $32.93 $163K - $213K
6.47K $209K
HBAN
Huntington Bancshares Inc

Financial Services
2.14K
+ 2.21%
$12.49 - $16.76 $26.7K - $35.8K
99K $1.66M
AXP
American Express CO

Financial Services
141
+ 4.38%
$231.39 - $318.98 $32.6K - $45K
3.36K $1.07M
SE
Sea LTD

Consumer Cyclical
1.28K
New
$105.57 - $170.4 $135K - $218K
1.28K $204K
DHI
Horton D R Inc

Consumer Cyclical
1.58K
New
$115.1 - $129.63 $182K - $205K
1.58K $204K
DG
Dollar General Corp

Consumer Defensive
1.79K
New
$86.02 - $114.95 $154K - $205K
1.79K $204K
LLY
Eli Lilly & CO

Healthcare
660
+ 9.82%
$713.71 - $898.95 $471K - $593K
7.38K $5.75M
HES
Hess Corp

Energy
1.46K
New
$126.32 - $161.29 $184K - $235K
1.46K $202K
NTAP
Net App, Inc.

Technology
1.9K
New
$76.1 - $106.55 $144K - $202K
1.9K $201K
GWRE
Guidewire Software, Inc.

Technology
856
New
$172.73 - $257.37 $148K - $220K
856 $201K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.9K
+ 2.94%
$48.13 - $49.85 $332K - $344K
242K $11.9M
VGT
Vanguard Information Technolog

ETFs
15
+ 0.96%
$470.37 - $663.28 $7.06K - $9.95K
1.57K $1.04M
MU
Micron Technology Inc

Technology
52
+ 1.02%
$64.72 - $127.91 $3.37K - $6.65K
5.13K $632K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.71K
+ 13.2%
$50.36 - $50.68 $187K - $188K
31.8K $1.61M
MTB
M&T Bank Corp

Financial Services
904
New
$156.58 - $193.99 $142K - $175K
904 $175K
EMR
Emerson Electric CO

Industrials
205
+ 3.33%
$94.15 - $133.33 $19.3K - $27.3K
6.37K $849K
DASH
Door Dash, Inc.

Communication Services
339
+ 25.06%
$163.16 - $246.51 $55.3K - $83.6K
1.69K $417K
TXN
Texas Instruments Inc

Technology
868
+ 13.57%
N/A
7.27K $1.41M
WFC
Wells Fargo & Company

Financial Services
880
+ 7.41%
$60.98 - $80.12 $53.7K - $70.5K
12.8K $1.02M
WDS
Woodside Energy Group LTD

Energy
11K
New
$11.5 - $16.77 $126K - $184K
11K $169K
RY
Royal Bank Of Canada

Financial Services
621
+ 13.56%
$108.36 - $131.55 $67.3K - $81.7K
5.2K $683K
ROP
Roper Technologies Inc

Industrials
319
+ 44.93%
$519.19 - $590.78 $166K - $188K
1.03K $583K
RDY
Dr Reddys Laboratories LTD

Healthcare
5.68K
+ 14.41%
$12.36 - $16.17 $70.2K - $91.9K
45.1K $677K
AON
Aon PLC

Financial Services
554
+ 57.41%
$335.85 - $398.81 $186K - $221K
1.52K $541K
BSX
Boston Scientific Corp

Healthcare
918
+ 11.46%
$89.7 - $107.41 $82.3K - $98.6K
8.93K $959K
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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