Pds Planning, Inc Purchases in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
2.32K
New
$70.0 - $77.13 $163K - $179K
2.32K $174K
COP
Conocophillips

Energy
1.11K
+ 11.46%
$88.6 - $105.85 $98.6K - $118K
10.8K $1.14M
VO
Vanguard Mid Cap ETF

ETFs
4.97K
+ 2.45%
$251.87 - $277.95 $1.25M - $1.38M
208K $53.7M
PSO
Pearson PLC

Communication Services
10.4K
New
$15.45 - $17.75 $161K - $185K
10.4K $166K
GEF
Greif, Inc

Consumer Cyclical
3.52K
+ 72.51%
$54.57 - $62.45 $192K - $220K
8.37K $460K
SAN
Banco Santander, S.A.

Financial Services
7.52K
+ 14.14%
$4.46 - $7.14 $33.5K - $53.7K
60.7K $406K
AEP
American Electric Power CO Inc

Utilities
281
+ 3.64%
$90.32 - $109.27 $25.4K - $30.7K
8K $873K
CI
Cigna Corp

Healthcare
197
+ 10.8%
$274.49 - $329.0 $54.1K - $64.8K
2.02K $664K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
268
+ 8.97%
$208.48 - $244.03 $55.9K - $65.4K
3.26K $794K
CME
Cme Group Inc.

Financial Services
282
+ 11.19%
$225.82 - $266.54 $63.7K - $75.2K
2.8K $743K
GILD
Gilead Sciences, Inc.

Healthcare
528
+ 11.31%
$89.14 - $117.41 $47.1K - $62K
5.2K $582K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.44K
+ 8.3%
$9.49 - $14.83 $23.2K - $36.2K
31.9K $434K
AMT
American Tower Corp

Real Estate
263
+ 10.11%
$173.46 - $217.6 $45.6K - $57.2K
2.87K $623K
WFC
Wells Fargo & Company

Financial Services
1.75K
+ 17.34%
$66.78 - $81.42 $117K - $143K
11.9K $852K
BSX
Boston Scientific Corp

Healthcare
539
+ 7.21%
$89.38 - $106.18 $48.2K - $57.2K
8.01K $808K
PEP
Pepsico Inc

Consumer Defensive
1.06K
+ 12.4%
$142.64 - $156.42 $151K - $165K
9.57K $1.43M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.55K
+ 9.4%
$56.17 - $59.71 $143K - $152K
29.7K $1.7M
MMM
3 M CO

Industrials
340
+ 7.01%
$129.7 - $155.12 $44.1K - $52.7K
5.19K $761K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.23K
+ 23.77%
$46.15 - $63.53 $56.9K - $78.3K
6.41K $394K
DX
Dynex Capital Inc

Real Estate
9.63K
+ 60.83%
$12.18 - $14.42 $117K - $139K
25.4K $331K
WELL
Welltower Inc.

Real Estate
242
+ 7.0%
$124.05 - $156.86 $30K - $38K
3.7K $566K
MO
Altria Group, Inc.

Consumer Defensive
1.04K
+ 11.67%
$50.81 - $60.02 $52.9K - $62.5K
9.96K $597K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
21
+ 5.17%
$1187.71 - $1432.58 $24.9K - $30.1K
427 $611K
SCHW
Schwab Charles Corp

Financial Services
1.17K
+ 14.25%
$71.24 - $83.64 $83.4K - $97.9K
9.38K $734K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.2K
+ 22.6%
$56.12 - $68.15 $67.4K - $81.8K
6.52K $442K
IAU
Ishares Gold Trust

ETFs
75
+ 0.6%
$49.74 - $58.96 $3.73K - $4.42K
12.5K $739K
UL
Unilever PLC

Consumer Defensive
1.61K
+ 17.28%
$54.72 - $60.29 $88K - $97K
10.9K $650K
VT
Vanguard Total World Stk Index

ETFs
1.74K
+ 3.32%
$115.08 - $123.97 $201K - $216K
54.3K $6.29M
CHT
Chunghwa Telecom CO LTD

Communication Services
2.42K
+ 15.6%
$36.78 - $39.46 $89.1K - $95.6K
18K $704K
ICE
Intercontinental Exchange, Inc.

Financial Services
261
+ 8.19%
$142.8 - $176.36 $37.3K - $46K
3.45K $594K
WMT
Walmart Inc.

Consumer Defensive
2.09K
+ 7.9%
$84.5 - $105.05 $176K - $219K
28.5K $2.5M
ASML
Asml Holding Nv

Technology
236
+ 17.39%
$662.63 - $776.99 $156K - $183K
1.59K $1.06M
CCI
Crown Castle International Corp

Real Estate
800
+ 35.2%
$84.33 - $106.39 $67.5K - $85.1K
3.07K $320K
UMC
United Microelectronics Corp

Technology
10.5K
+ 18.23%
$5.69 - $7.15 $60K - $75.4K
68.4K $488K
NU
Nu Holdings Ltd.

Financial Services
11.1K
New
$10.12 - $13.95 $113K - $155K
11.1K $113K
TD
Toronto Dominion Bank

Financial Services
1.21K
+ 20.99%
$53.12 - $61.15 $64.2K - $73.9K
6.96K $417K
WM
Waste Management Inc

Industrials
225
+ 11.39%
$200.54 - $233.78 $45.1K - $52.6K
2.2K $509K
AZO
Autozone Inc

Consumer Cyclical
8
+ 6.06%
$3193.96 - $3828.11 $25.6K - $30.6K
140 $533K
HCA
Hca Healthcare, Inc.

Healthcare
199
+ 21.7%
$296.7 - $345.55 $59K - $68.8K
1.12K $385K
WPM
Wheaton Precious Metals Corp.

Basic Materials
213
+ 4.97%
$55.75 - $77.63 $11.9K - $16.5K
4.5K $349K
TTE
Total Energies Se

Energy
1.57K
+ 25.78%
N/A
7.68K $526K
AJG
Arthur J. Gallagher & Co.

Financial Services
145
+ 16.15%
$275.89 - $345.24 $40K - $50.1K
1.04K $360K
ADP
Automatic Data Processing Inc

Industrials
164
+ 3.76%
$286.85 - $318.64 $47K - $52.3K
4.53K $1.38M
TXN
Texas Instruments Inc

Technology
534
+ 9.11%
N/A
6.4K $1.24M
HIG
Hartford Financial Services Group, Inc.

Financial Services
514
+ 18.3%
$106.31 - $123.73 $54.6K - $63.6K
3.32K $411K
SBUX
Starbucks Corp

Consumer Cyclical
569
+ 8.1%
$91.75 - $115.81 $52.2K - $65.9K
7.59K $744K
LYG
Lloyds Banking Group PLC

Financial Services
14.2K
+ 32.63%
$2.58 - $3.9 $36.6K - $55.3K
57.6K $220K
NEE
Nextera Energy Inc

Utilities
1.6K
+ 11.45%
$66.96 - $76.16 $107K - $122K
15.6K $1.1M
QCOM
Qualcomm Inc

Technology
650
+ 15.82%
$151.94 - $175.86 $98.8K - $114K
4.76K $731K
Activity Summary
Buys All Purchases 403 New Holdings 47 Increased Positions 356 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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