Pds Planning, Inc Purchases in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
58
+ 1.72%
N/A
3.42K $428K
DHR
Danaher Corp

Healthcare
436
+ 13.01%
$201.62 - $250.59 $87.9K - $109K
3.79K $776K
VFH
Vanguard Financial ETF

ETFs
30
+ 1.28%
$114.07 - $127.34 $3.42K - $3.82K
2.37K $283K
BDX
Becton Dickinson & CO

Healthcare
17
+ 1.04%
$222.79 - $249.08 $3.79K - $4.23K
1.65K $376K
PEG
Public Service Enterprise Group Inc

Utilities
201
+ 4.38%
$78.2 - $90.39 $15.7K - $18.2K
4.8K $394K
RWO
Spdr Dow Jones Global Real Est

ETFs
19
+ 0.36%
$41.41 - $45.24 $787 - $860
5.36K $233K
SPIB
Spdr Portfolio Intermediate Te

ETFs
18
+ 0.18%
$32.5 - $33.3 $585 - $599
9.92K $329K
WDAY
Workday, Inc.

Technology
145
+ 12.29%
$233.53 - $277.82 $33.9K - $40.3K
1.33K $309K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
97
+ 6.15%
$175.5 - $209.86 $17K - $20.4K
1.68K $303K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
64
+ 0.73%
$24.6 - $24.99 $1.57K - $1.6K
8.82K $220K
CX
Cemex Sab De Cv

Basic Materials
668
+ 4.56%
$5.36 - $6.78 $3.58K - $4.53K
15.3K $85K
HD
Home Depot, Inc.

Consumer Cyclical
409
+ 6.19%
$347.25 - $424.87 $142K - $174K
7.01K $2.57M
INFY
Infosys LTD

Technology
7.05K
+ 20.4%
$18.06 - $22.89 $127K - $161K
41.6K $758K
LOW
Lowes Companies Inc

Consumer Cyclical
259
+ 5.84%
$222.66 - $268.42 $57.7K - $69.5K
4.69K $1.09M
HPQ
Hp Inc

Technology
1.17K
+ 18.25%
$27.69 - $34.72 $32.4K - $40.7K
7.59K $210K
STXD
Ea Ser Tr Strive 1000 Divid Gr
20
+ 0.23%
N/A
8.71K $0
Worthington Stl Inc
729
+ 6.39%
N/A
12.1K $0
STRV
Ea Ser Tr Strive 500 ETF
44
+ 0.24%
N/A
18.4K $0
CDW
Cdw Corp

Technology
123
+ 8.72%
$160.26 - $206.13 $19.7K - $25.4K
1.53K $245K
Thomson Reuters Corp
114
+ 4.87%
N/A
2.46K $0
CRH.L
Crh PLC

Basic Materials
153
+ 4.88%
N/A
3.29K $0
Blackrock Inc
60
+ 7.47%
N/A
863 $0
Brookfield Corp
390
+ 7.73%
N/A
5.43K $0
Canadian Pacific Kansas City
214
+ 3.97%
N/A
5.6K $0
TT
Trane Technologies PLC

Industrials
103
+ 9.73%
$332.0 - $400.86 $34.2K - $41.3K
1.16K $391K
Gsk PLC
6.26K
New
N/A
6.26K $0
Linde PLC
426
+ 18.43%
N/A
2.74K $0
Arista Networks Inc
320
+ 4.77%
N/A
7.03K $0
Ge Vernova Inc
79
+ 5.05%
N/A
1.64K $0
Rb Global Inc
2.06K
New
N/A
2.06K $0
Natwest Group PLC
11.1K
New
N/A
11.1K $0
Lam Research Corp
637
+ 9.52%
N/A
7.33K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
1.97K
+ 9.68%
N/A
22.3K $0
MS
Morgan Stanley

Financial Services
431
+ 7.63%
$111.68 - $141.08 $48.1K - $60.8K
6.08K $709K
PFE
Pfizer Inc

Healthcare
1.44K
+ 4.4%
$25.01 - $27.13 $36K - $39K
34.1K $865K
CMI
Cummins Inc

Industrials
78
+ 10.03%
$312.92 - $386.07 $24.4K - $30.1K
856 $268K
FICO
Fair Isaac Corp

Technology
7
+ 6.14%
$1695.35 - $2030.47 $11.9K - $14.2K
121 $223K
USB
Us Bancorp \De\

Financial Services
847
+ 11.55%
$40.92 - $50.9 $34.7K - $43.1K
8.18K $345K
MLM
Martin Marietta Materials Inc

Basic Materials
21
+ 4.87%
$460.39 - $552.64 $9.67K - $11.6K
452 $216K
PNC
Pnc Financial Services Group, Inc.

Financial Services
115
+ 7.38%
$168.84 - $202.89 $19.4K - $23.3K
1.67K $294K
ODFL
Old Dominion Freight Line, Inc.

Industrials
50
+ 3.93%
$161.13 - $209.29 $8.06K - $10.5K
1.32K $218K
CEG
Constellation Energy Corp

Utilities
160
+ 9.5%
$201.63 - $347.44 $32.3K - $55.6K
1.84K $371K
KB
Kb Financial Group Inc.

Financial Services
271
+ 3.5%
$53.14 - $62.87 $14.4K - $17K
8.02K $434K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
246
+ 5.22%
$96.93 - $109.51 $23.8K - $26.9K
4.96K $485K
MAR
Marriott International Inc

Consumer Cyclical
181
+ 14.13%
$237.01 - $304.45 $42.9K - $55.1K
1.46K $348K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
130
+ 8.55%
$203.38 - $274.79 $26.4K - $35.7K
1.65K $338K
PRU
Prudential Financial Inc

Financial Services
11
+ 0.54%
$105.04 - $122.33 $1.16K - $1.35K
2.06K $229K
DFUS
Dimensional ETF Tr U S Equity

ETFs
10
+ 0.23%
$59.61 - $66.71 $596 - $667
4.32K $261K
AMP
Ameriprise Financial Inc

Financial Services
47
+ 6.07%
$472.29 - $575.13 $22.2K - $27K
821 $397K
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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