Pds Planning, Inc Purchases in Q2 2025

Pds Planning, Inc

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
14K
New
$8.69 - $10.85 $121K - $152K
14K $151K
CDNS
Cadence Design Systems Inc

Technology
188
+ 11.24%
$231.64 - $323.08 $43.5K - $60.7K
1.86K $573K
BCS
Barclays PLC

Financial Services
5.79K
+ 47.86%
$12.69 - $18.61 $73.4K - $108K
17.9K $332K
WEN
Wendy'S CO

Consumer Cyclical
12.8K
New
$11.11 - $14.72 $143K - $189K
12.8K $146K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
792
+ 2.01%
$45.88 - $54.4 $36.3K - $43.1K
40.2K $2.19M
BA
Boeing CO

Industrials
10
+ 0.27%
$136.59 - $217.51 $1.37K - $2.18K
3.68K $771K
TD
Toronto Dominion Bank

Financial Services
675
+ 9.69%
$55.71 - $73.45 $37.6K - $49.6K
7.64K $561K
SCHW
Schwab Charles Corp

Financial Services
198
+ 2.11%
$69.06 - $91.24 $13.7K - $18.1K
9.58K $874K
MCK
Mckesson Corp

Healthcare
89
+ 8.04%
$652.83 - $732.78 $58.1K - $65.2K
1.2K $876K
SNPS
Synopsys Inc

Technology
96
+ 9.79%
$380.9 - $517.66 $36.6K - $49.7K
1.08K $552K
HSBC
Hsbc Holdings PLC

Financial Services
1.24K
+ 8.1%
$46.68 - $61.09 $57.8K - $75.7K
16.5K $1.01M
HON
Honeywell International Inc

Industrials
287
+ 11.2%
$182.86 - $232.88 $52.5K - $66.8K
2.85K $663K
INFY
Infosys LTD

Technology
5.77K
+ 13.88%
$16.14 - $18.75 $93.2K - $108K
47.4K $877K
C
Citigroup Inc

Financial Services
228
+ 3.33%
$58.13 - $85.12 $13.3K - $19.4K
7.07K $601K
PSA
Public Storage

Real Estate
409
+ 50.06%
$266.31 - $309.77 $109K - $127K
1.23K $359K
IBN
Icici Bank LTD

Financial Services
1.55K
+ 5.31%
$30.16 - $34.39 $46.6K - $53.1K
30.6K $1.03M
ADI
Analog Devices Inc

Technology
118
+ 5.04%
$164.6 - $238.02 $19.4K - $28.1K
2.46K $585K
JCI
Johnson Controls International PLC

Industrials
414
+ 15.45%
$71.14 - $105.62 $29.5K - $43.7K
3.09K $326K
PLD
Prologis, Inc.

Real Estate
1.39K
+ 26.43%
$89.76 - $112.34 $125K - $156K
6.64K $697K
PH
Parker Hannifin Corp

Industrials
75
+ 12.02%
$517.23 - $700.54 $38.8K - $52.5K
699 $488K
VZ
Verizon Communications Inc

Communication Services
3.44K
+ 18.22%
$41.67 - $45.62 $143K - $157K
22.3K $964K
URI
United Rentals, Inc.

Industrials
61
+ 12.47%
$551.94 - $753.4 $33.7K - $46K
550 $414K
NVS
Novartis Ag

Healthcare
172
+ 1.93%
$101.96 - $121.01 $17.5K - $20.8K
9.07K $1.1M
CSX
Csx Corp

Industrials
1.87K
+ 13.8%
$26.69 - $32.91 $49.9K - $61.6K
15.4K $503K
SAN
Banco Santander, S.A.

Financial Services
514
+ 0.85%
$5.72 - $8.32 $2.94K - $4.28K
61.2K $507K
T
At&T Inc.

Communication Services
2.63K
+ 7.16%
$26.33 - $28.94 $69.2K - $76K
39.3K $1.14M
ASX
Ase Technology Holding Co., Ltd.

Technology
3.36K
+ 8.11%
$7.42 - $10.65 $25K - $35.8K
44.9K $463K
LMT
Lockheed Martin Corp

Industrials
150
+ 8.63%
$430.82 - $486.45 $64.6K - $73K
1.89K $874K
AMCR
Amcor PLC

Consumer Cyclical
10.6K
New
$8.57 - $9.81 $90.5K - $104K
10.6K $97K
HCA
Hca Healthcare, Inc.

Healthcare
144
+ 12.9%
$317.61 - $387.52 $45.7K - $55.8K
1.26K $482K
AKBA
Akebia Therapeutics, Inc.

Healthcare
5K
+ 11.11%
$1.55 - $3.97 $7.75K - $19.9K
50K $182K
MPC
Marathon Petroleum Corp

Energy
227
+ 8.15%
$118.55 - $170.08 $26.9K - $38.6K
3.01K $500K
AMP
Ameriprise Financial Inc

Financial Services
99
+ 12.06%
$422.19 - $533.73 $41.8K - $52.8K
920 $491K
WDAY
Workday, Inc.

Technology
355
+ 26.79%
$210.47 - $274.71 $74.7K - $97.5K
1.68K $403K
CM
Canadian Imperial Bank Of Commerce

Financial Services
217
+ 3.99%
$54.6 - $70.83 $11.8K - $15.4K
5.66K $400K
CME
Cme Group Inc.

Financial Services
236
+ 8.42%
$252.37 - $290.71 $59.6K - $68.6K
3.04K $837K
BMO
Bank Of Montreal

Financial Services
279
+ 6.88%
$87.54 - $110.63 $24.4K - $30.9K
4.34K $479K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
216
+ 12.9%
$160.22 - $209.35 $34.6K - $45.2K
1.89K $395K
WMB
Williams Companies, Inc.

Energy
1.11K
+ 15.54%
$54.33 - $62.87 $60.4K - $69.8K
8.26K $518K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.03K
+ 14.88%
$39.43 - $49.34 $40.6K - $50.8K
7.95K $376K
SONY
Sony Group Corp

Technology
2.64K
+ 8.31%
$21.24 - $26.88 $56K - $70.8K
34.3K $893K
ICE
Intercontinental Exchange, Inc.

Financial Services
276
+ 8.01%
$151.62 - $183.47 $41.8K - $50.6K
3.72K $683K
WELL
Welltower Inc.

Real Estate
568
+ 15.36%
$136.49 - $155.22 $77.5K - $88.2K
4.27K $655K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
95
+ 5.9%
$201.28 - $266.34 $19.1K - $25.3K
1.71K $454K
HPE
Hewlett Packard Enterprise CO

Technology
1.04K
+ 7.95%
$12.51 - $20.45 $13K - $21.3K
14.2K $289K
AWK
American Water Works Company, Inc.

Utilities
745
+ 33.97%
$133.82 - $151.96 $99.7K - $113K
2.94K $408K
GLW
Corning Inc

Technology
743
+ 10.86%
$39.07 - $52.59 $29K - $39.1K
7.58K $398K
QCOM
Qualcomm Inc

Technology
345
+ 7.25%
$124.66 - $159.48 $43K - $55K
5.11K $813K
CARR
Carrier Global Corp

Industrials
623
+ 16.7%
$55.55 - $75.83 $34.6K - $47.2K
4.35K $318K
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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