Pds Planning, Inc Incresed Positions in Q3 2025

Pds Planning, Inc

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.42K
+ 1.63%
$620.67 - $670.08 $1.5M - $1.62M
151K $101M
AVUV
American Centy ETF Tr Avantis

ETFs
22K
+ 3.92%
$90.37 - $102.12 $1.99M - $2.25M
583K $58.1M
AAPL
Apple Inc.

Technology
2.19K
+ 1.8%
$202.38 - $256.87 $444K - $563K
124K $31.5M
VEA
Vanguard Ftse Developed Market

ETFs
12.1K
+ 0.69%
$56.02 - $60.3 $675K - $727K
1.77M $106M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.67K
+ 0.26%
$49.43 - $54.52 $132K - $146K
1.05M $56.6M
ABBV
Abb Vie Inc.

Healthcare
88
+ 0.08%
$184.85 - $231.54 $16.3K - $20.4K
108K $25M
VO
Vanguard Mid Cap ETF

ETFs
4.79K
+ 2.19%
$279.83 - $293.74 $1.34M - $1.41M
224K $65.8M
GOOG
Alphabet Inc.

Communication Services
525
+ 1.18%
$175.16 - $255.24 $92K - $134K
45.1K $11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21.5K
+ 2.9%
$97.75 - $100.75 $2.1M - $2.16M
761K $76.3M
GOOGL
Alphabet Inc.

Communication Services
1.01K
+ 2.65%
$174.36 - $254.72 $176K - $258K
39.1K $9.52M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.01%
$293.94 - $444.72 $294 - $445
15.6K $6.94M
BNDX
Vanguard Total International B

ETFs
33.8K
+ 3.78%
$49.0 - $49.51 $1.66M - $1.68M
929K $45.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
27K
+ 3.75%
$52.39 - $53.11 $1.41M - $1.43M
747K $39.6M
MSFT
Microsoft Corp

Technology
534
+ 1.02%
$491.09 - $535.64 $262K - $286K
53K $27.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
109
+ 0.53%
$224.68 - $282.71 $24.5K - $30.8K
20.6K $5.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
880
+ 3.24%
$459.11 - $506.91 $404K - $446K
28K $14.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.08K
+ 4.3%
$72.57 - $74.72 $659K - $678K
220K $16.4M
VIG
Vanguard Dividend Appreciation

ETFs
4.25K
+ 1.56%
N/A
276K $50.3M
JNJ
Johnson & Johnson

Healthcare
656
+ 3.58%
$155.17 - $185.42 $102K - $122K
19K $3.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
452
+ 4.81%
$567.77 - $614.76 $257K - $278K
9.84K $6.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.6K
+ 3.56%
$48.5 - $50.19 $417K - $432K
251K $12.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.53K
+ 1.83%
$78.11 - $79.07 $588K - $595K
419K $33.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.28K
+ 20.1%
$103.83 - $179.9 $133K - $231K
7.67K $1.37M
VT
Vanguard Total World Stk Index

ETFs
896
+ 1.61%
$128.41 - $138.03 $115K - $124K
56.6K $7.8M
JPIE
J P Morgan Exchange Traded Fd
12.6K
+ 50.99%
$46.01 - $46.55 $581K - $588K
37.4K $1.74M
VTI
Vanguard Total Stock Market Et

ETFs
47
+ 0.22%
$303.93 - $329.86 $14.3K - $15.5K
21.3K $7M
PLTR
Palantir Technologies Inc.

Technology
312
+ 3.28%
$130.68 - $186.97 $40.8K - $58.3K
9.84K $1.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
434
+ 0.4%
$66.38 - $71.68 $28.8K - $31.1K
108K $7.73M
GLDM
World Gold Trust

ETFs
1.33K
+ 4.94%
$64.73 - $76.45 $86.1K - $102K
28.3K $2.16M
GE
General Electric CO

Industrials
21
+ 0.25%
$244.75 - $305.63 $5.14K - $6.42K
8.39K $2.52M
VGT
Vanguard Information Technolog

ETFs
272
+ 17.29%
$656.44 - $753.15 $179K - $205K
1.85K $1.38M
ASML
Asml Holding Nv

Technology
61
+ 3.87%
$689.63 - $968.09 $42.1K - $59.1K
1.64K $1.58M
CVX
Chevron Corp

Energy
1.23K
+ 11.72%
$145.57 - $161.83 $180K - $200K
11.8K $1.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
112
+ 3.91%
$404.94 - $499.99 $45.4K - $56K
2.98K $1.44M
CAT
Caterpillar Inc

Industrials
47
+ 1.64%
$390.92 - $477.15 $18.4K - $22.4K
2.91K $1.39M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.59K
+ 6.45%
$53.81 - $57.52 $140K - $149K
42.8K $2.46M
GLW
Corning Inc

Technology
492
+ 6.49%
$51.6 - $82.03 $25.4K - $40.4K
8.07K $662K
MU
Micron Technology Inc

Technology
136
+ 2.65%
$104.88 - $168.89 $14.3K - $23K
5.26K $880K
XOM
Exxon Mobil Corp

Energy
1.05K
+ 4.34%
$105.83 - $117.22 $111K - $123K
25.2K $2.84M
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 1.69%
$211.65 - $238.24 $218K - $245K
62.1K $13.6M
INTC
Intel Corp

Technology
196
+ 1.01%
$19.31 - $35.5 $3.78K - $6.96K
19.7K $660K
IONQ
Ion Q, Inc.

Technology
57
+ 0.48%
$36.79 - $75.14 $2.1K - $4.28K
11.9K $733K
WMT
Walmart Inc.

Consumer Defensive
388
+ 1.26%
$94.4 - $104.27 $36.6K - $40.5K
31.2K $3.21M
UNH
Unitedhealth Group Inc

Healthcare
45
+ 0.85%
$237.77 - $353.61 $10.7K - $15.9K
5.33K $1.84M
CINF
Cincinnati Financial Corp

Financial Services
33
+ 0.17%
$145.8 - $158.1 $4.81K - $5.22K
19.9K $3.14M
AMD
Advanced Micro Devices Inc

Technology
88
+ 1.07%
$134.8 - $184.42 $11.9K - $16.2K
8.33K $1.35M
LPL
Lg Display Co., Ltd.

Technology
11.1K
+ 16.68%
$3.31 - $5.23 $36.8K - $58.2K
77.8K $406K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.37K
+ 87.19%
$64.58 - $69.94 $153K - $166K
5.09K $352K
RTX
Raytheon Technologies Corp

Industrials
120
+ 1.66%
$144.19 - $167.33 $17.3K - $20.1K
7.35K $1.23M
Activity Summary
Buys All Purchases 313 New Holdings 46 Increased Positions 267 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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