Pds Planning, Inc Incresed Positions in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
56.3K
+ 3.44%
$47.4 - $52.99 $2.67M - $2.98M
1.69M $86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.01K
+ 18.64%
$442.66 - $534.52 $1.77M - $2.14M
25.5K $13.6M
ABBV
Abb Vie Inc.

Healthcare
361
+ 0.34%
$169.2 - $216.66 $61.1K - $78.2K
107K $22.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.6K
+ 1.98%
$95.85 - $99.25 $1.3M - $1.35M
701K $69.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.5K
+ 2.9%
$42.5 - $46.71 $1.21M - $1.33M
1.01M $45.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46.7K
+ 31.07%
$49.42 - $50.43 $2.31M - $2.35M
197K $9.85M
VV
Vanguard Large Cap ETF

ETFs
6.42K
+ 51.2%
$253.32 - $282.66 $1.63M - $1.82M
19K $4.88M
REET
Ishares Global Reit ETF

ETFs
39K
+ 2.95%
$23.24 - $25.16 $906K - $981K
1.36M $33M
VBR
Vanguard Small Cap Value ETF

ETFs
13K
+ 14.08%
$183.02 - $207.75 $2.38M - $2.7M
105K $19.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.9K
+ 2.1%
$51.52 - $52.37 $718K - $730K
677K $35.4M
LLY
Eli Lilly & CO

Healthcare
796
+ 13.43%
$725.72 - $929.72 $578K - $740K
6.72K $5.55M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.71K
+ 1.75%
$76.94 - $78.28 $516K - $525K
390K $30.5M
VIG
Vanguard Dividend Appreciation

ETFs
4.76K
+ 1.81%
N/A
268K $48.8M
XLK
Technology Sector Spdr

ETFs
4.21K
+ 358.04%
$206.38 - $242.18 $868K - $1.02M
5.38K $1.11M
KO
Coca Cola CO

Consumer Defensive
1.79K
+ 3.08%
$60.81 - $72.32 $109K - $129K
59.8K $4.29M
JNJ
Johnson & Johnson

Healthcare
1.59K
+ 9.35%
$142.06 - $167.7 $226K - $266K
18.6K $3.08M
V
Visa Inc.

Financial Services
680
+ 7.19%
$306.92 - $362.71 $209K - $247K
10.1K $3.55M
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 2.35%
$225.19 - $279.95 $247K - $307K
47.7K $11.7M
META
Meta Platforms, Inc.

Communication Services
1.14K
+ 11.48%
$576.36 - $736.67 $658K - $841K
11.1K $6.39M
XOM
Exxon Mobil Corp

Energy
2.24K
+ 9.88%
$105.44 - $118.93 $236K - $266K
24.9K $2.96M
VNQ
Vanguard Specialized Funds Van

ETFs
4.06K
+ 6.74%
$85.55 - $94.34 $348K - $383K
64.3K $5.83M
JPIE
J P Morgan Exchange Traded Fd
8.59K
+ 55.0%
$45.46 - $46.18 $391K - $397K
24.2K $1.12M
FNDF
Schwab Fundamental Intl Large

ETFs
10.4K
+ 128.82%
$32.9 - $37.45 $341K - $388K
18.4K $665K
CVX
Chevron Corp

Energy
984
+ 10.24%
$146.71 - $167.97 $144K - $165K
10.6K $1.77M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
824
+ 14.98%
$80.53 - $147.57 $66.4K - $122K
6.33K $836K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.92K
+ 6.65%
$50.72 - $50.92 $351K - $352K
111K $5.64M
GLD
Spdr Gold Trust

ETFs
467
+ 9.47%
$243.19 - $288.14 $114K - $135K
5.4K $1.56M
UNH
Unitedhealth Group Inc

Healthcare
531
+ 12.42%
$461.52 - $548.18 $245K - $291K
4.81K $2.52M
GE
General Electric CO

Industrials
678
+ 10.64%
$168.59 - $212.13 $114K - $144K
7.05K $1.41M
PM
Philip Morris International Inc.

Consumer Defensive
1.02K
+ 25.74%
$117.15 - $158.79 $119K - $162K
4.98K $790K
ELV
Elevance Health, Inc.

Healthcare
491
+ 32.35%
$365.9 - $436.25 $180K - $214K
2.01K $873K
DE
Deere & CO

Industrials
49
+ 0.78%
$408.57 - $509.27 $20K - $25K
6.36K $2.99M
COST
Costco Wholesale Corp

Consumer Defensive
238
+ 9.0%
$890.62 - $1076.86 $212K - $256K
2.88K $2.73M
HBAN
Huntington Bancshares Inc

Financial Services
25.5K
+ 35.63%
$14.28 - $17.39 $364K - $443K
96.9K $1.45M
IBM
International Business Machines Corp

Technology
591
+ 11.81%
$217.4 - $264.74 $128K - $156K
5.59K $1.39M
SPOT
Spotify Technology S.A.

Communication Services
408
+ 62.67%
$457.79 - $648.32 $187K - $265K
1.06K $582K
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 3.15%
$158.56 - $176.26 $178K - $198K
36.8K $6.27M
T
At&T Inc.

Communication Services
3.63K
+ 10.99%
$21.56 - $28.28 $78.3K - $103K
36.7K $1.04M
MA
Mastercard Inc

Financial Services
342
+ 7.77%
$504.67 - $576.31 $173K - $197K
4.74K $2.6M
NFLX
Netflix Inc

Communication Services
206
+ 9.59%
$828.4 - $1058.6 $171K - $218K
2.36K $2.2M
AMGN
Amgen Inc

Healthcare
492
+ 21.43%
$258.59 - $327.36 $127K - $161K
2.79K $868K
UNP
Union Pacific Corp

Industrials
875
+ 25.53%
$225.21 - $254.42 $197K - $223K
4.3K $1.02M
HDB
Hdfc Bank LTD

Financial Services
3.04K
+ 24.35%
$58.06 - $66.85 $177K - $203K
15.5K $1.03M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
334
+ 40.53%
$402.49 - $513.76 $134K - $172K
1.16K $561K
MCD
Mcdonalds Corp

Consumer Cyclical
426
+ 11.59%
$279.74 - $321.29 $119K - $137K
4.1K $1.28M
SHEL
Shell PLC

Energy
1.72K
+ 20.25%
$62.84 - $73.29 $108K - $126K
10.2K $748K
NVS
Novartis Ag

Healthcare
907
+ 11.35%
$97.14 - $115.57 $88.1K - $105K
8.9K $991K
UBER
Uber Technologies, Inc

Technology
1.98K
+ 36.13%
$63.17 - $81.49 $125K - $161K
7.45K $542K
PLTR
Palantir Technologies Inc.

Technology
1.83K
+ 29.94%
$64.98 - $124.62 $119K - $228K
7.96K $671K
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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