Pds Planning, Inc Incresed Positions in Q4 2024

Pds Planning, Inc

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3K
+ 2.2%
$570.51 - $610.59 $1.71M - $1.83M
140K $82.3M
JPM
Jpmorgan Chase & CO

Financial Services
5.83K
+ 14.32%
$205.18 - $250.29 $1.2M - $1.46M
46.6K $11.2M
BNDX
Vanguard Total International B

ETFs
70.8K
+ 8.83%
$48.91 - $50.61 $3.46M - $3.58M
873K $42.8M
NVDA
Nvidia Corp

Technology
4.98K
+ 3.76%
$117.0 - $148.88 $582K - $741K
137K $18.4M
AVGO
Broadcom Inc.

Technology
3.28K
+ 15.47%
$159.67 - $250.0 $523K - $819K
24.5K $5.67M
AAPL
Apple Inc.

Technology
1.05K
+ 1.05%
$221.69 - $259.02 $232K - $271K
101K $25.2M
TSLA
Tesla, Inc.

Consumer Cyclical
266
+ 2.06%
$213.65 - $479.86 $56.8K - $128K
13.2K $5.33M
AVUV
American Centy ETF Tr Avantis

ETFs
14.9K
+ 2.92%
$94.37 - $106.41 $1.4M - $1.58M
524K $50.6M
AMZN
Amazon Com Inc

Consumer Cyclical
609
+ 1.34%
$180.88 - $232.93 $110K - $142K
46.1K $10.1M
GOOG
Alphabet Inc.

Communication Services
3.45K
+ 10.94%
$163.08 - $198.16 $562K - $683K
34.9K $6.66M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
43K
+ 6.68%
$96.64 - $101.23 $4.16M - $4.36M
687K $66.6M
GOOGL
Alphabet Inc.

Communication Services
2.8K
+ 9.38%
$161.86 - $196.66 $454K - $551K
32.7K $6.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.4K
+ 5.61%
$77.02 - $78.58 $1.57M - $1.6M
384K $29.6M
SUB
Ishares Short Term National Mu

ETFs
9.97K
+ 17.4%
$104.94 - $106.2 $1.05M - $1.06M
67.3K $7.1M
VO
Vanguard Mid Cap ETF

ETFs
3.2K
+ 1.6%
$261.5 - $284.63 $836K - $910K
203K $53.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.7K
+ 7.73%
$49.79 - $51.14 $833K - $855K
233K $11.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.1K
+ 8.95%
$71.75 - $75.11 $1.16M - $1.21M
196K $14.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.2K
+ 67.6%
$77.86 - $79.27 $561K - $571K
17.9K $1.39M
WMT
Walmart Inc.

Consumer Defensive
3.45K
+ 15.03%
$79.1 - $95.7 $273K - $330K
26.4K $2.39M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
306
+ 1.77%
$172.07 - $207.36 $52.7K - $63.5K
17.6K $3.48M
V
Visa Inc.

Financial Services
274
+ 2.98%
$273.87 - $320.91 $75K - $87.9K
9.46K $2.99M
SHOP
Shopify Inc.

Technology
2.19K
+ 24.93%
$78.14 - $119.49 $171K - $261K
11K $1.17M
MUB
Ishares National Muni Bond ETF

ETFs
5.65K
+ 6.5%
$105.78 - $108.7 $598K - $614K
92.6K $9.87M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.27K
+ 34.66%
$50.37 - $50.6 $416K - $418K
32.1K $1.62M
NFLX
Netflix Inc

Communication Services
19
+ 0.89%
$687.65 - $936.56 $13.1K - $17.8K
2.15K $1.92M
VIG
Vanguard Dividend Appreciation

ETFs
2.18K
+ 0.83%
N/A
263K $47.9M
IONQ
Ion Q, Inc.

Technology
300
+ 2.6%
$8.17 - $48.24 $2.45K - $14.5K
11.8K $494K
MSFT
Microsoft Corp

Technology
1.73K
+ 4.33%
$406.35 - $454.46 $704K - $787K
41.7K $17.6M
CRM
Salesforce, Inc.

Technology
215
+ 4.78%
$270.87 - $367.87 $58.2K - $79.1K
4.71K $1.58M
PG
Procter & Gamble CO

Consumer Defensive
2.99K
+ 9.15%
$161.05 - $179.7 $481K - $537K
35.6K $5.98M
VT
Vanguard Total World Stk Index

ETFs
3.4K
+ 6.92%
$117.09 - $123.07 $398K - $418K
52.5K $6.17M
VTI
Vanguard Total Stock Market Et

ETFs
430
+ 2.08%
$280.04 - $302.45 $120K - $130K
21.1K $6.13M
ADP
Automatic Data Processing Inc

Industrials
664
+ 17.94%
$280.08 - $307.97 $186K - $204K
4.37K $1.28M
META
Meta Platforms, Inc.

Communication Services
132
+ 1.34%
$554.08 - $632.68 $73.1K - $83.5K
9.95K $5.87M
HDB
Hdfc Bank LTD

Financial Services
3.39K
+ 37.27%
$59.45 - $68.01 $202K - $231K
12.5K $797K
QQQ
Invesco Qqq Trust, Series 1

ETFs
357
+ 18.89%
$481.22 - $538.17 $172K - $192K
2.25K $1.15M
HBAN
Huntington Bancshares Inc

Financial Services
7.61K
+ 11.92%
$14.18 - $18.2 $108K - $139K
71.5K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
243
+ 3.03%
$521.84 - $558.82 $127K - $136K
8.26K $4.45M
DIS
Walt Disney CO

Communication Services
1.05K
+ 16.27%
$92.39 - $117.6 $96.6K - $123K
7.48K $832K
CINF
Cincinnati Financial Corp

Financial Services
315
+ 1.62%
$132.86 - $160.16 $41.9K - $50.5K
19.7K $2.84M
ORCL
Oracle Corp

Technology
1.49K
+ 9.28%
$165.41 - $192.43 $247K - $287K
17.6K $2.93M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 4.15%
$4100.99 - $5300.34 $32.8K - $42.4K
201 $998K
CSCO
Cisco Systems, Inc.

Technology
1.09K
+ 5.72%
$52.45 - $60.02 $57.3K - $65.5K
20.2K $1.2M
BAC
Bank Of America Corp

Financial Services
1.62K
+ 6.57%
$39.22 - $47.77 $63.5K - $77.4K
26.3K $1.15M
MA
Mastercard Inc

Financial Services
63
+ 1.45%
$491.3 - $536.15 $31K - $33.8K
4.4K $2.32M
VV
Vanguard Large Cap ETF

ETFs
293
+ 2.39%
$260.27 - $280.65 $76.3K - $82.2K
12.5K $3.38M
WFC
Wells Fargo & Company

Financial Services
173
+ 1.74%
$54.98 - $77.35 $9.51K - $13.4K
10.1K $710K
CRWD
Crowd Strike Holdings, Inc.

Technology
63
+ 3.12%
$275.15 - $388.2 $17.3K - $24.5K
2.08K $712K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.15K
+ 7.93%
$28.38 - $39.27 $32.6K - $45K
15.6K $605K
Activity Summary
Buys All Purchases 297 New Holdings 29 Increased Positions 268 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email