Pds Planning, Inc Purchases in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
238
+ 16.67%
$142.1 - $183.56 $33.8K - $43.7K
1.67K $238K
AXP
American Express CO

Financial Services
250
+ 8.43%
$255.39 - $325.87 $63.8K - $81.5K
3.22K $865K
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.2%
$199.2 - $222.69 $598 - $668
1.53K $307K
CSX
Csx Corp

Industrials
692
+ 5.38%
$29.11 - $33.67 $20.1K - $23.3K
13.6K $399K
WIT
Wipro LTD

Technology
22.4K
+ 12.35%
$3.0 - $3.77 $67.1K - $84.3K
203K $622K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.27%
$120.24 - $134.3 $962 - $1.07K
2.98K $363K
DFAS
Dimensional ETF Tr U S Small C

ETFs
7
+ 0.2%
$58.81 - $68.2 $412 - $477
3.53K $210K
URI
United Rentals, Inc.

Industrials
27
+ 5.84%
$594.17 - $789.56 $16K - $21.3K
489 $306K
CM
Canadian Imperial Bank Of Commerce

Financial Services
271
+ 5.24%
$55.05 - $64.52 $14.9K - $17.5K
5.44K $306K
CAT
Caterpillar Inc

Industrials
173
+ 7.3%
$326.75 - $407.63 $56.5K - $70.5K
2.54K $838K
GWW
W.W. Grainger, Inc.

Industrials
10
+ 2.06%
$953.54 - $1132.42 $9.54K - $11.3K
495 $488K
ACN
Accenture PLC

Technology
274
+ 10.01%
$300.91 - $398.25 $82.4K - $109K
3.01K $939K
PWR
Quanta Services, Inc.

Industrials
97
+ 12.16%
$236.71 - $358.03 $23K - $34.7K
895 $227K
APH
Amphenol Corp

Technology
275
+ 2.39%
$61.62 - $78.55 $16.9K - $21.6K
11.8K $773K
PRK
Park National Corp

Financial Services
1
+ 0.07%
$151.4 - $174.01 $151 - $174
1.36K $205K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.65K
+ 6.83%
$8.76 - $11.36 $23.2K - $30.1K
41.5K $363K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.81K
+ 0.77%
$49.25 - $50.66 $89K - $91.5K
235K $11.7M
EQIX
Equinix Inc

Real Estate
46
+ 8.58%
$803.0 - $959.97 $36.9K - $44.2K
582 $474K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
469
+ 8.03%
$47.79 - $59.89 $22.4K - $28.1K
6.31K $316K
AMD
Advanced Micro Devices Inc

Technology
817
+ 12.0%
$96.63 - $129.55 $78.9K - $106K
7.63K $783K
JBLU
Jetblue Airways Corp

Industrials
664
+ 4.79%
$4.82 - $8.09 $3.2K - $5.37K
14.5K $70K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.51K
+ 6.81%
$51.45 - $58.51 $129K - $147K
39.4K $2.04M
NKE
Nike, Inc.

Consumer Cyclical
73
+ 1.92%
$63.29 - $81.72 $4.62K - $5.97K
3.87K $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
309
+ 9.98%
$65.15 - $91.81 $20.1K - $28.4K
3.41K $222K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
32
+ 0.27%
$37.84 - $44.02 $1.21K - $1.41K
12.1K $463K
EMR
Emerson Electric CO

Industrials
265
+ 4.49%
$108.64 - $131.17 $28.8K - $34.8K
6.16K $675K
CCJ
Cameco Corp

Energy
122
+ 1.95%
$40.64 - $56.86 $4.96K - $6.94K
6.37K $262K
MEDP
Medpace Holdings, Inc.

Healthcare
9
+ 0.38%
$304.69 - $360.97 $2.74K - $3.25K
2.39K $726K
CDNS
Cadence Design Systems Inc

Technology
43
+ 2.64%
$233.96 - $324.52 $10.1K - $14K
1.67K $425K
MRK
Merck & Co., Inc.

Healthcare
892
+ 5.62%
$83.01 - $101.02 $74K - $90.1K
16.8K $1.51M
HPE
Hewlett Packard Enterprise CO

Technology
66
+ 0.51%
$14.77 - $24.42 $975 - $1.61K
13.1K $202K
IWN
Ishares Russell2000 Val ETF

ETFs
10
+ 0.16%
$149.27 - $169.4 $1.49K - $1.69K
6.44K $972K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.04%
$369.1 - $427.61 $369 - $428
2.44K $906K
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 0.25%
$551.42 - $612.93 $8.27K - $9.19K
6.07K $3.4M
ADBE
Adobe Inc.

Technology
167
+ 4.62%
$377.84 - $464.11 $63.1K - $77.5K
3.78K $1.45M
NVO
Novo Nordisk A S

Healthcare
546
+ 4.1%
$69.3 - $90.95 $37.8K - $49.7K
13.9K $961K
AMZN
Amazon Com Inc

Consumer Cyclical
6.06K
+ 13.15%
$190.26 - $242.06 $1.15M - $1.47M
52.1K $9.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.8K
+ 5.29%
$57.21 - $65.8 $672K - $773K
234K $13.6M
CRM
Salesforce, Inc.

Technology
392
+ 8.32%
$268.36 - $359.95 $105K - $141K
5.1K $1.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.07K
+ 11.73%
$165.25 - $224.62 $342K - $465K
19.7K $3.27M
ETN
Eaton Corp PLC

Industrials
117
+ 1.88%
$271.83 - $371.23 $31.8K - $43.4K
6.33K $1.72M
ORCL
Oracle Corp

Technology
706
+ 4.02%
$139.81 - $186.47 $98.7K - $132K
18.3K $2.56M
MSFT
Microsoft Corp

Technology
3.89K
+ 9.31%
$375.39 - $447.2 $1.46M - $1.74M
45.6K $17.1M
UPS
United Parcel Service Inc

Industrials
66
+ 0.19%
$109.66 - $136.26 $7.24K - $8.99K
34.6K $3.81M
GOOGL
Alphabet Inc.

Communication Services
3.06K
+ 9.37%
$154.33 - $206.19 $472K - $631K
35.7K $5.52M
NOW
Service Now, Inc.

Technology
108
+ 3.3%
$783.83 - $1170.39 $84.7K - $126K
3.39K $2.69M
GOOG
Alphabet Inc.

Communication Services
1.78K
+ 5.09%
$156.06 - $207.71 $278K - $370K
36.7K $5.74M
AVGO
Broadcom Inc.

Technology
2K
+ 8.19%
$167.43 - $244.7 $335K - $490K
26.5K $4.43M
AAPL
Apple Inc.

Technology
7K
+ 6.96%
$209.68 - $247.1 $1.47M - $1.73M
108K $23.9M
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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