Pds Planning, Inc Purchases in Q2 2025

Pds Planning, Inc

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Brookfield Asset Managmt LTD
3.87K
New
N/A
3.87K $0
Arista Networks Inc
573
+ 8.15%
N/A
7.6K $0
Worthington Stl Inc
3
+ 0.02%
N/A
12.1K $0
Aegon LTD
5.13K
+ 44.88%
N/A
16.6K $0
Brookfield Corp
966
+ 17.78%
N/A
6.4K $0
STRV
Ea Ser Tr Strive 500 ETF
63
+ 0.34%
N/A
18.5K $0
Ea Series Trust
62
+ 0.48%
N/A
12.9K $0
Ge Vernova Inc
177
+ 10.77%
N/A
1.82K $0
Linde PLC
1.14K
+ 41.69%
N/A
3.88K $0
Natwest Group PLC
2.01K
+ 18.17%
N/A
13.1K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
2.52K
+ 11.32%
N/A
24.8K $0
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
81
+ 0.9%
$48.46 - $50.2 $3.93K - $4.07K
9.08K $450K
Thomson Reuters Corp
39
+ 1.59%
N/A
2.5K $0
Tidal Tr Ii
13.3K
New
N/A
13.3K $0
Tidal Tr Ii
12.1K
New
N/A
12.1K $0
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1K
+ 2.95%
$5.61 - $6.49 $5.61K - $6.49K
34.9K $211K
GEFB
Greif, Inc. Cl B
261
+ 2.85%
N/A
9.42K $0
Ferguson Enterprises Inc
923
New
N/A
923 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.05K
+ 2.28%
$12.23 - $15.46 $12.9K - $16.2K
47.1K $710K
OTIS
Otis Worldwide Corp

Industrials
68
+ 3.47%
$90.88 - $104.3 $6.18K - $7.09K
2.03K $200K
BDN
Brandywine Realty Trust

Real Estate
59
+ 0.46%
$3.5 - $4.58 $207 - $270
12.9K $55K
PAYX
Paychex Inc

Industrials
59
+ 3.38%
$137.01 - $159.78 $8.08K - $9.43K
1.8K $262K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
85
+ 7.34%
$421.16 - $509.5 $35.8K - $43.3K
1.24K $553K
ALC
Alcon Inc

Healthcare
76
+ 3.12%
$82.88 - $98.3 $6.3K - $7.47K
2.51K $221K
AJG
Arthur J. Gallagher & Co.

Financial Services
47
+ 4.51%
$310.86 - $348.77 $14.6K - $16.4K
1.09K $348K
MPW
Medical Properties Trust Inc

Real Estate
2.14K
+ 16.47%
$4.31 - $5.91 $9.21K - $12.6K
15.1K $65K
EGP
Eastgroup Properties Inc

Real Estate
18
+ 1.04%
$145.28 - $176.09 $2.62K - $3.17K
1.75K $291K
AEP
American Electric Power CO Inc

Utilities
219
+ 2.74%
$98.59 - $109.11 $21.6K - $23.9K
8.22K $852K
CMCSA
Comcast Corp

Communication Services
27
+ 0.14%
$32.84 - $36.72 $887 - $991
19.7K $703K
KMB
Kimberly Clark Corp

Consumer Defensive
104
+ 3.64%
$126.84 - $145.22 $13.2K - $15.1K
2.96K $381K
SBUX
Starbucks Corp

Consumer Cyclical
159
+ 2.09%
$79.69 - $99.41 $12.7K - $15.8K
7.75K $710K
OKE
Oneok Inc

Energy
121
+ 4.58%
$78.71 - $100.37 $9.52K - $12.1K
2.76K $225K
LOW
Lowes Companies Inc

Consumer Cyclical
72
+ 1.53%
$210.83 - $235.28 $15.2K - $16.9K
4.76K $1.06M
VDE
Vanguard Energy ETF

ETFs
10
+ 0.23%
$105.87 - $130.56 $1.06K - $1.31K
4.31K $513K
MCD
Mcdonalds Corp

Consumer Cyclical
128
+ 3.12%
$285.55 - $321.23 $36.6K - $41.1K
4.23K $1.24M
AGL
Agilon Health, Inc.

Healthcare
832
+ 3.38%
$2.1 - $5.68 $1.75K - $4.73K
25.5K $58K
JD
Jd.Com, Inc.

Consumer Cyclical
524
+ 6.78%
$31.44 - $41.32 $16.5K - $21.7K
8.26K $269K
COP
Conocophillips

Energy
764
+ 7.06%
$82.66 - $106.1 $63.2K - $81.1K
11.6K $1.04M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
58
+ 0.92%
$99.37 - $134.05 $5.76K - $7.77K
6.38K $724K
BMY
Bristol Myers Squibb CO

Healthcare
49
+ 0.62%
$44.12 - $59.6 $2.16K - $2.92K
7.9K $365K
PEP
Pepsico Inc

Consumer Defensive
61
+ 0.64%
$128.02 - $151.37 $7.81K - $9.23K
9.63K $1.27M
PG
Procter & Gamble CO

Consumer Defensive
956
+ 2.6%
$157.66 - $172.39 $151K - $165K
37.7K $6.01M
UPS
United Parcel Service Inc

Industrials
132
+ 0.38%
$91.92 - $110.2 $12.1K - $14.5K
34.8K $3.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 6.43%
$483.48 - $539.8 $792K - $885K
27.1K $13.2M
UNH
Unitedhealth Group Inc

Healthcare
480
+ 9.99%
$274.35 - $599.47 $132K - $288K
5.29K $1.65M
ABBV
Abb Vie Inc.

Healthcare
442
+ 0.41%
$170.16 - $206.27 $75.2K - $91.2K
108K $20M
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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