Pds Planning, Inc Purchases in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AKBA
Akebia Therapeutics, Inc.

Healthcare
30K
+ 200.0%
$1.69 - $2.84 $50.7K - $85.2K
45K $86K
PANW
Palo Alto Networks Inc

Technology
517
+ 19.96%
$167.82 - $208.28 $86.8K - $108K
3.11K $530K
ENB
Enbridge Inc

Energy
994
+ 15.34%
$41.54 - $45.45 $41.3K - $45.2K
7.48K $331K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
100
+ 1.14%
$75.32 - $84.77 $7.53K - $8.48K
8.84K $722K
MPC
Marathon Petroleum Corp

Energy
279
+ 11.14%
$134.72 - $159.03 $37.6K - $44.4K
2.78K $405K
MNST
Monster Beverage Corp

Consumer Defensive
508
+ 11.71%
$46.16 - $58.58 $23.4K - $29.8K
4.85K $283K
NOK
Nokia Corp

Technology
6.01K
+ 21.23%
$4.43 - $5.42 $26.6K - $32.6K
34.3K $180K
PAYX
Paychex Inc

Industrials
215
+ 14.05%
$136.06 - $154.52 $29.3K - $33.2K
1.75K $269K
FAST
Fastenal CO

Industrials
468
+ 15.42%
$71.11 - $79.98 $33.3K - $37.4K
3.5K $271K
AFL
Aflac Inc

Financial Services
260
+ 8.44%
$100.99 - $111.19 $26.3K - $28.9K
3.34K $371K
TRGP
Targa Resources Corp.

Energy
108
+ 7.7%
$178.44 - $217.22 $19.3K - $23.5K
1.51K $302K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
306
+ 1.26%
$11.66 - $14.98 $3.57K - $4.58K
24.7K $336K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.3K
+ 6.57%
$18.36 - $20.51 $23.8K - $26.6K
21K $416K
ALL
Allstate Corp

Financial Services
117
+ 6.23%
$180.99 - $210.18 $21.2K - $24.6K
2K $413K
TJX
Tjx Companies Inc

Consumer Cyclical
355
+ 5.04%
$112.81 - $126.16 $40K - $44.8K
7.39K $900K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.56K
+ 20.73%
$25.81 - $28.52 $40.2K - $44.5K
9.08K $250K
CL
Colgate Palmolive CO

Consumer Defensive
448
+ 16.11%
$85.68 - $97.5 $38.4K - $43.7K
3.23K $302K
LMT
Lockheed Martin Corp

Industrials
241
+ 16.1%
$423.19 - $506.29 $102K - $122K
1.74K $776K
SCCO
Southern Copper Corp

Basic Materials
455
+ 16.51%
$85.92 - $101.48 $39.1K - $46.2K
3.21K $300K
ITUB
Itau Unibanco Holding S.A.

Financial Services
7.23K
+ 52.83%
$4.87 - $6.28 $35.2K - $45.4K
20.9K $114K
EBAY
Ebay Inc

Consumer Cyclical
402
+ 11.58%
$61.61 - $70.93 $24.8K - $28.5K
3.88K $262K
TDG
Trans Digm Group Inc

Industrials
19
+ 10.98%
$1251.32 - $1394.11 $23.8K - $26.5K
192 $265K
DASH
Door Dash, Inc.

Communication Services
141
+ 11.63%
$168.37 - $213.38 $23.7K - $30.1K
1.35K $247K
BCS
Barclays PLC

Financial Services
1.46K
+ 13.71%
$12.69 - $16.25 $18.5K - $23.7K
12.1K $185K
TME
Tencent Music Entertainment Group

Communication Services
462
+ 4.04%
$10.28 - $15.09 $4.75K - $6.97K
11.9K $171K
TMO
Thermo Fisher Scientific Inc.

Healthcare
209
+ 7.47%
$497.6 - $606.74 $104K - $127K
3.01K $1.5M
LNG
Cheniere Energy, Inc.

Energy
77
+ 5.79%
$209.32 - $253.66 $16.1K - $19.5K
1.41K $325K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15
+ 0.2%
$87.68 - $94.52 $1.32K - $1.42K
7.54K $706K
HON
Honeywell International Inc

Industrials
326
+ 14.57%
$202.75 - $226.52 $66.1K - $73.8K
2.56K $542K
NMR
Nomura Holdings Inc

Financial Services
3.89K
+ 10.95%
$5.56 - $6.98 $21.6K - $27.1K
39.4K $242K
UBS
Ubs Group Ag

Financial Services
1.01K
+ 5.74%
$30.28 - $35.78 $30.5K - $36.1K
18.6K $568K
LHX
L3 Harris Technologies, Inc.

Industrials
173
+ 15.73%
$194.65 - $222.86 $33.7K - $38.6K
1.27K $266K
EOG
Eog Resources Inc

Energy
177
+ 7.72%
$120.54 - $138.05 $21.3K - $24.4K
2.47K $316K
TM
Toyota Motor Corp

Consumer Cyclical
517
+ 16.55%
$176.53 - $195.35 $91.3K - $101K
3.64K $642K
PSA
Public Storage

Real Estate
111
+ 15.72%
$288.99 - $313.98 $32.1K - $34.9K
817 $244K
ENIC
Enel Chile S.A.

Utilities
10.1K
New
$2.85 - $3.47 $28.9K - $35.2K
10.1K $33K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
209
+ 1.17%
$77.7 - $78.94 $16.2K - $16.5K
18.1K $1.43M
FRME
First Merchants Corp

Financial Services
739
+ 11.2%
$37.99 - $45.25 $28.1K - $33.4K
7.34K $296K
GS
Goldman Sachs Group Inc

Financial Services
127
+ 8.92%
$524.81 - $672.19 $66.7K - $85.4K
1.55K $846K
SLF
Sun Life Financial Inc

Financial Services
761
+ 13.79%
$54.05 - $59.19 $41.1K - $45K
6.28K $359K
HLN
Haleon PLC

Healthcare
1.6K
+ 7.97%
$9.02 - $10.67 $14.4K - $17.1K
21.6K $222K
KEP
Korea Electric Power Corp

Utilities
2.47K
+ 10.16%
$6.68 - $8.18 $16.5K - $20.2K
26.8K $198K
FTNT
Fortinet, Inc.

Technology
252
+ 7.16%
$92.49 - $114.57 $23.3K - $28.9K
3.77K $363K
JMIA
Jumia Technologies Ag

Consumer Cyclical
14.6K
New
$2.15 - $4.21 $31.3K - $61.3K
14.6K $31K
ICL
Icl Group Ltd.

Basic Materials
1.1K
+ 3.72%
$4.96 - $6.45 $5.48K - $7.12K
30.8K $175K
MSCI
Msci Inc.

Financial Services
77
+ 17.07%
$541.46 - $628.34 $41.7K - $48.4K
528 $298K
SHG
Shinhan Financial Group CO LTD

Financial Services
785
+ 6.09%
N/A
13.7K $473K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
83
+ 24.56%
$634.14 - $744.83 $52.6K - $61.8K
421 $267K
APO
Apollo Global Management, Inc.

Financial Services
490
+ 34.31%
$126.01 - $172.06 $61.7K - $84.3K
1.92K $262K
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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