Pds Planning, Inc Purchases in Q2 2025

Pds Planning, Inc

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HMC
Honda Motor CO LTD

Consumer Cyclical
1.26K
+ 13.73%
$25.0 - $30.93 $31.5K - $38.9K
10.4K $300K
GWW
W.W. Grainger, Inc.

Industrials
24
+ 4.85%
$919.93 - $1101.66 $22.1K - $26.4K
519 $539K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
131
+ 0.62%
$17.76 - $22.1 $2.33K - $2.9K
21.2K $467K
LNG
Cheniere Energy, Inc.

Energy
134
+ 9.53%
$197.25 - $244.33 $26.4K - $32.7K
1.54K $375K
DX
Dynex Capital Inc

Real Estate
5.64K
+ 22.14%
$11.13 - $12.99 $62.7K - $73.2K
31.1K $379K
NKE
Nike, Inc.

Consumer Cyclical
246
+ 6.36%
$53.27 - $72.04 $13.1K - $17.7K
4.11K $292K
PSX
Phillips 66

Energy
503
+ 14.7%
$92.87 - $125.73 $46.7K - $63.2K
3.92K $468K
VTV
Vanguard Value ETF

ETFs
1
+ 0.01%
$153.67 - $176.74 $154 - $177
11.5K $2.04M
ELP
Energy CO Of Parana

Utilities
586
+ 2.61%
$7.01 - $9.24 $4.11K - $5.41K
23.1K $210K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.06%
$131.84 - $157.76 $527 - $631
6.44K $1.02M
APO
Apollo Global Management, Inc.

Financial Services
236
+ 12.3%
$108.68 - $145.07 $25.6K - $34.2K
2.15K $305K
IAU
Ishares Gold Trust

ETFs
4
+ 0.03%
$56.1 - $64.74 $224 - $259
12.5K $782K
SHW
Sherwin Williams CO

Basic Materials
159
+ 7.31%
$313.51 - $363.51 $49.8K - $57.8K
2.33K $801K
ODFL
Old Dominion Freight Line, Inc.

Industrials
284
+ 21.5%
$146.74 - $176.07 $41.7K - $50K
1.61K $260K
KR
Kroger CO

Consumer Defensive
152
+ 2.01%
$64.62 - $74.0 $9.82K - $11.2K
7.72K $553K
GAL
Ssga Active ETF Tr

ETFs
65
+ 0.36%
$41.46 - $47.0 $2.69K - $3.06K
17.9K $842K
ESLT
Elbit Systems LTD

Industrials
2
+ 0.33%
$364.73 - $454.9 $729 - $910
614 $275K
DUK
Duke Energy Corp

Utilities
465
+ 13.19%
$112.46 - $124.05 $52.3K - $57.7K
3.99K $470K
HLN
Haleon PLC

Healthcare
3.8K
+ 17.54%
$9.27 - $11.41 $35.2K - $43.3K
25.4K $263K
EBAY
Ebay Inc

Consumer Cyclical
201
+ 5.19%
$59.52 - $79.36 $12K - $16K
4.08K $303K
EQH
Equitable Holdings, Inc.

Financial Services
411
+ 9.3%
$43.98 - $56.1 $18.1K - $23.1K
4.83K $270K
KGC
Kinross Gold Corp

Basic Materials
35
+ 0.27%
$11.79 - $15.85 $413 - $555
13.2K $206K
NSC
Norfolk Southern Corp

Industrials
78
+ 7.7%
$206.34 - $257.46 $16.1K - $20.1K
1.09K $279K
CI
Cigna Corp

Healthcare
107
+ 5.29%
$301.89 - $340.04 $32.3K - $36.4K
2.13K $703K
BBD
Bank Bradesco

Financial Services
4.85K
+ 16.87%
$2.02 - $3.09 $9.8K - $15K
33.6K $103K
CBRE
Cbre Group, Inc.

Real Estate
172
+ 10.99%
$113.94 - $140.12 $19.6K - $24.1K
1.74K $243K
SRE
Sempra Energy

Utilities
298
+ 8.28%
$63.78 - $78.91 $19K - $23.5K
3.9K $295K
ICL
Icl Group Ltd.

Basic Materials
228
+ 0.74%
$5.35 - $6.98 $1.22K - $1.59K
31K $213K
AIG
American International Group, Inc.

Financial Services
493
+ 12.04%
$77.56 - $87.72 $38.2K - $43.2K
4.59K $392K
RPRX
Royalty Pharma PLC

Healthcare
134
+ 2.03%
$30.85 - $36.14 $4.13K - $4.84K
6.74K $242K
CDW
Cdw Corp

Technology
47
+ 3.07%
$144.49 - $190.68 $6.79K - $8.96K
1.58K $282K
MSI
Motorola Solutions, Inc.

Technology
121
+ 14.86%
$394.72 - $440.39 $47.8K - $53.3K
935 $393K
CVS
Cvs Health Corp

Healthcare
459
+ 10.63%
$60.04 - $70.18 $27.6K - $32.2K
4.78K $329K
SCCO
Southern Copper Corp

Basic Materials
119
+ 3.71%
$75.63 - $104.64 $9K - $12.5K
3.33K $336K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
458
+ 1.06%
$47.89 - $48.65 $21.9K - $22.3K
43.6K $2.12M
GRAB
Grab Holdings LTD

Technology
4.86K
+ 25.53%
$3.48 - $5.25 $16.9K - $25.5K
23.9K $120K
FITB
Fifth Third Bancorp

Financial Services
578
+ 10.96%
$33.32 - $41.51 $19.3K - $24K
5.85K $240K
MEDP
Medpace Holdings, Inc.

Healthcare
35
+ 1.47%
$277.23 - $315.28 $9.7K - $11K
2.42K $759K
LYG
Lloyds Banking Group PLC

Financial Services
2.13K
+ 3.69%
$3.32 - $4.29 $7.06K - $9.12K
59.7K $253K
JPIE
J P Morgan Exchange Traded Fd
546
+ 2.25%
$45.12 - $46.32 $24.6K - $25.3K
24.8K $1.15M
VLO
Valero Energy Corp

Energy
211
+ 13.75%
$104.69 - $141.77 $22.1K - $29.9K
1.75K $234K
SU
Suncor Energy Inc

Energy
1.05K
+ 19.18%
$31.54 - $41.04 $33.2K - $43.2K
6.54K $244K
ABNB
Airbnb, Inc.

Consumer Cyclical
26
+ 1.25%
$105.69 - $140.64 $2.75K - $3.66K
2.1K $278K
CINF
Cincinnati Financial Corp

Financial Services
46
+ 0.23%
$126.6 - $151.6 $5.82K - $6.97K
19.8K $2.96M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.28%
$53.65 - $67.02 $644 - $804
4.34K $290K
RSG
Republic Services, Inc.

Industrials
88
+ 5.53%
$227.2 - $258.07 $20K - $22.7K
1.68K $413K
MDLZ
Mondelez International, Inc.

Consumer Defensive
464
+ 7.12%
$63.54 - $68.5 $29.5K - $31.8K
6.98K $470K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
74
+ 0.82%
$24.38 - $30.18 $1.8K - $2.23K
9.15K $275K
CRM
Salesforce, Inc.

Technology
10
+ 0.2%
$236.26 - $291.15 $2.36K - $2.91K
5.11K $1.39M
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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