Pds Planning, Inc Purchases in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBD
Bank Bradesco

Financial Services
9.35K
+ 48.15%
$1.85 - $2.32 $17.3K - $21.7K
28.8K $64K
OKE
Oneok Inc

Energy
309
+ 13.26%
$89.57 - $109.85 $27.7K - $33.9K
2.64K $261K
UGP
Ultrapar Holdings Inc

Energy
5.82K
+ 28.67%
$2.56 - $3.2 $14.9K - $18.6K
26.1K $80K
COF
Capital One Financial Corp

Financial Services
141
+ 7.57%
$163.87 - $209.82 $23.1K - $29.6K
2K $359K
BHP
Bhp Group LTD

Basic Materials
578
+ 7.22%
$48.18 - $52.11 $27.8K - $30.1K
8.58K $416K
AME
Ametek Inc

Industrials
209
+ 15.74%
$170.39 - $190.43 $35.6K - $39.8K
1.54K $264K
ZTS
Zoetis Inc.

Healthcare
128
+ 5.79%
$156.48 - $175.67 $20K - $22.5K
2.34K $384K
MFC
Manulife Financial Corp

Financial Services
673
+ 6.74%
$28.41 - $31.82 $19.1K - $21.4K
10.7K $331K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
10
+ 0.07%
$32.74 - $36.2 $327 - $362
15.2K $531K
RY
Royal Bank Of Canada

Financial Services
494
+ 12.1%
$108.81 - $123.4 $53.8K - $61K
4.58K $516K
NI
Nisource Inc.

Utilities
89
+ 1.55%
$35.57 - $41.23 $3.17K - $3.67K
5.83K $233K
IX
Orix Corp

Financial Services
8.94K
+ 467.12%
$20.44 - $107.42 $183K - $960K
10.8K $226K
JCI
Johnson Controls International PLC

Industrials
246
+ 10.11%
$76.12 - $90.6 $18.7K - $22.3K
2.68K $214K
MET
Metlife Inc

Financial Services
324
+ 13.17%
$77.7 - $87.0 $25.2K - $28.2K
2.78K $223K
MCO
Moodys Corp

Financial Services
64
+ 6.33%
$437.8 - $527.48 $28K - $33.8K
1.08K $500K
FCX
Freeport Mcmoran Inc

Basic Materials
609
+ 9.15%
$34.5 - $43.01 $21K - $26.2K
7.27K $275K
BAC
Bank Of America Corp

Financial Services
1.91K
+ 7.28%
$39.61 - $47.74 $75.8K - $91.3K
28.2K $1.18M
CARR
Carrier Global Corp

Industrials
571
+ 18.08%
$62.07 - $70.55 $35.4K - $40.3K
3.73K $236K
DIS
Walt Disney CO

Communication Services
1.16K
+ 15.52%
$96.87 - $114.0 $112K - $132K
8.64K $852K
CPRT
Copart Inc

Consumer Cyclical
430
+ 9.24%
$52.3 - $59.83 $22.5K - $25.7K
5.08K $287K
ADI
Analog Devices Inc

Technology
208
+ 9.75%
$201.56 - $243.82 $41.9K - $50.7K
2.34K $472K
RACE
Ferrari N.V.

Consumer Cyclical
38
+ 6.45%
$413.73 - $508.15 $15.7K - $19.3K
627 $268K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
105
+ 1.62%
$30.38 - $34.94 $3.19K - $3.67K
6.57K $224K
ADSK
Autodesk, Inc.

Technology
68
+ 4.78%
N/A
1.49K $366K
BNS
Bank Of Nova Scotia

Financial Services
1.12K
+ 19.41%
$47.21 - $53.7 $52.9K - $60.2K
6.9K $327K
GRAB
Grab Holdings LTD

Technology
4.29K
+ 29.07%
$4.12 - $5.34 $17.7K - $22.9K
19K $86K
NSC
Norfolk Southern Corp

Industrials
61
+ 6.41%
$227.69 - $259.76 $13.9K - $15.8K
1.01K $239K
BX
Blackstone Inc.

Financial Services
606
+ 28.79%
$136.53 - $186.74 $82.7K - $113K
2.71K $378K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 0.21%
$221.46 - $244.83 $443 - $490
968 $234K
MUB
Ishares National Muni Bond ETF

ETFs
1.12K
+ 1.21%
$104.71 - $107.69 $117K - $121K
93.8K $9.89M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
88
+ 0.47%
$27.01 - $28.54 $2.38K - $2.51K
18.9K $529K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
3.66K
+ 12.1%
$5.83 - $7.58 $21.3K - $27.8K
33.9K $211K
IDXX
Idexx Laboratories Inc

Healthcare
24
+ 3.89%
$406.29 - $469.04 $9.75K - $11.3K
641 $269K
ABC
Amerisourcebergen Corp

Healthcare
76
+ 6.77%
N/A
1.2K $221K
CIG
Energy CO Of Minas Gerais

Utilities
8.04K
+ 22.89%
$1.71 - $1.98 $13.8K - $15.9K
43.2K $75K
VPU
Vanguard Utilities ETF

ETFs
10
+ 0.63%
$161.24 - $173.33 $1.61K - $1.73K
1.61K $274K
DFS
Discover Financial Services

Financial Services
97
+ 5.18%
$152.99 - $203.25 $14.8K - $19.7K
1.97K $336K
ITW
Illinois Tool Works Inc

Industrials
96
+ 4.07%
$244.9 - $274.48 $23.5K - $26.4K
2.45K $608K
PH
Parker Hannifin Corp

Industrials
45
+ 7.77%
$591.65 - $707.05 $26.6K - $31.8K
624 $379K
AMAT
Applied Materials Inc

Technology
516
+ 13.93%
$145.06 - $195.51 $74.9K - $101K
4.22K $612K
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 8.96%
$4295.4 - $5141.88 $77.3K - $92.6K
219 $1.01M
RDY
Dr Reddys Laboratories LTD

Healthcare
7.16K
+ 22.2%
$12.53 - $15.81 $89.7K - $113K
39.4K $519K
MSI
Motorola Solutions, Inc.

Technology
65
+ 8.68%
$411.73 - $482.1 $26.8K - $31.3K
814 $356K
GLW
Corning Inc

Technology
426
+ 6.64%
$44.91 - $54.25 $19.1K - $23.1K
6.84K $313K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
165
+ 11.42%
$221.78 - $273.45 $36.6K - $45.1K
1.61K $366K
SPG
Simon Property Group Inc

Real Estate
112
+ 7.71%
$159.48 - $187.78 $17.9K - $21K
1.57K $259K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
6
+ 0.15%
$47.08 - $50.67 $282 - $304
4.11K $206K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.21%
$126.11 - $135.06 $1.26K - $1.35K
4.83K $622K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
17
+ 0.63%
$55.47 - $61.45 $943 - $1.04K
2.73K $161K
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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