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
VGT
Vanguard Information Technolog

ETFs
102
+ 4.73%
$571.78 - $647.97 $58.3K - $66.1K
2.26K $1.4M
IBM
International Business Machines Corp

Technology
654
+ 15.04%
$204.9 - $238.04 $134K - $156K
5K $1.1M
ABT
Abbott Laboratories

Healthcare
2.06K
+ 1.78%
$111.93 - $119.39 $230K - $245K
117K $13.3M
GS
Goldman Sachs Group Inc

Financial Services
22
+ 1.57%
$486.1 - $608.57 $10.7K - $13.4K
1.42K $814K
MRVL
Marvell Technology, Inc.

Technology
92
+ 3.29%
$70.31 - $124.78 $6.47K - $11.5K
2.89K $318K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 1.38%
$873.59 - $994.69 $31.4K - $35.8K
2.64K $2.42M
SCHW
Schwab Charles Corp

Financial Services
503
+ 6.52%
$63.31 - $82.85 $31.8K - $41.7K
8.21K $607K
BA
Boeing CO

Industrials
198
+ 7.04%
$138.14 - $180.72 $27.4K - $35.8K
3.01K $532K
CVX
Chevron Corp

Energy
868
+ 9.93%
$141.15 - $162.53 $123K - $141K
9.61K $1.39M
SAP
Sap Se

Technology
133
+ 3.33%
$218.13 - $255.54 $29K - $34K
4.13K $1.02M
KR
Kroger CO

Consumer Defensive
1.17K
+ 19.22%
$55.21 - $63.3 $64.8K - $74.3K
7.28K $445K
BMY
Bristol Myers Squibb CO

Healthcare
1.22K
+ 22.16%
$51.92 - $59.94 $63.4K - $73.2K
6.74K $380K
WMB
Williams Companies, Inc.

Energy
743
+ 12.53%
$46.37 - $59.74 $34.5K - $44.4K
6.67K $361K
MMM
3 M CO

Industrials
900
+ 22.8%
$124.74 - $137.12 $112K - $123K
4.85K $625K
AXP
American Express CO

Financial Services
38
+ 1.3%
$267.35 - $305.57 $10.2K - $11.6K
2.97K $880K
SRE
Sempra Energy

Utilities
724
+ 20.57%
$80.81 - $94.77 $58.5K - $68.6K
4.24K $372K
SONY
Sony Group Corp

Technology
23.3K
+ 418.26%
$17.53 - $96.8 $409K - $2.26M
28.9K $611K
CDNS
Cadence Design Systems Inc

Technology
86
+ 5.57%
$249.1 - $324.54 $21.4K - $27.9K
1.63K $489K
CME
Cme Group Inc.

Financial Services
182
+ 7.78%
$221.17 - $246.02 $40.3K - $44.8K
2.52K $585K
HMC
Honda Motor CO LTD

Consumer Cyclical
3.15K
+ 46.64%
$23.7 - $32.62 $74.6K - $103K
9.9K $282K
DE
Deere & CO

Industrials
66
+ 1.06%
$389.45 - $466.0 $25.7K - $30.8K
6.31K $2.67M
ISRG
Intuitive Surgical Inc

Healthcare
51
+ 3.82%
$471.27 - $550.62 $24K - $28.1K
1.39K $722K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
206
+ 0.56%
$53.94 - $58.15 $11.1K - $12K
36.9K $2.08M
FTNT
Fortinet, Inc.

Technology
10
+ 0.28%
$76.49 - $99.21 $765 - $992
3.52K $332K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
5.32K
+ 50.9%
$13.01 - $14.43 $69.2K - $76.7K
15.8K $208K
MSI
Motorola Solutions, Inc.

Technology
109
+ 17.03%
$449.08 - $504.6 $48.9K - $55K
749 $346K
MFG
Mizuho Financial Group Inc

Financial Services
2.96K
+ 4.79%
$4.05 - $5.26 $12K - $15.6K
64.7K $316K
T
At&T Inc.

Communication Services
1.47K
+ 4.65%
$21.22 - $23.88 $31.2K - $35.1K
33.1K $752K
COF
Capital One Financial Corp

Financial Services
21
+ 1.14%
$145.19 - $192.01 $3.05K - $4.03K
1.86K $332K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
399
+ 15.42%
$209.89 - $233.24 $83.7K - $93.1K
2.99K $634K
GILD
Gilead Sciences, Inc.

Healthcare
170
+ 3.78%
$83.95 - $97.9 $14.3K - $16.6K
4.67K $431K
JNJ
Johnson & Johnson

Healthcare
2.16K
+ 14.52%
$143.34 - $165.86 $309K - $357K
17K $2.46M
BMO
Bank Of Montreal

Financial Services
305
+ 8.86%
$89.75 - $103.39 $27.4K - $31.5K
3.75K $363K
HON
Honeywell International Inc

Industrials
41
+ 1.87%
$202.84 - $236.0 $8.32K - $9.68K
2.24K $505K
WM
Waste Management Inc

Industrials
308
+ 18.47%
$201.79 - $228.46 $62.2K - $70.4K
1.98K $398K
BSX
Boston Scientific Corp

Healthcare
113
+ 1.54%
$83.62 - $91.5 $9.45K - $10.3K
7.47K $667K
BP
Bp PLC

Energy
2.15K
+ 30.57%
$28.16 - $33.14 $60.4K - $71.1K
9.16K $270K
APD
Air Products & Chemicals, Inc.

Basic Materials
196
+ 18.56%
$285.5 - $335.62 $56K - $65.8K
1.25K $363K
SYK
Stryker Corp

Healthcare
140
+ 9.85%
$345.14 - $392.15 $48.3K - $54.9K
1.56K $562K
GLDM
World Gold Trust

ETFs
1.02K
+ 3.91%
$50.76 - $55.23 $51.7K - $56.2K
27.1K $1.41M
ENB
Enbridge Inc

Energy
937
+ 16.9%
$40.4 - $43.92 $37.9K - $41.2K
6.48K $274K
ASX
Ase Technology Holding Co., Ltd.

Technology
3.69K
+ 10.49%
$9.49 - $10.74 $35K - $39.6K
38.8K $391K
C
Citigroup Inc

Financial Services
12
+ 0.21%
$61.31 - $72.5 $736 - $870
5.73K $403K
CHT
Chunghwa Telecom CO LTD

Communication Services
1.96K
+ 14.48%
$37.24 - $39.29 $73.1K - $77.2K
15.5K $584K
MRK
Merck & Co., Inc.

Healthcare
2.36K
+ 17.44%
$96.31 - $114.76 $227K - $270K
15.9K $1.58M
CTAS
Cintas Corp

Industrials
478
+ 25.11%
$182.7 - $226.47 $87.3K - $108K
2.38K $435K
WIT
Wipro LTD

Technology
88.7K
+ 96.09%
$3.54 - $7.24 $314K - $643K
181K $641K
BX
Blackstone Inc.

Financial Services
11
+ 0.53%
$148.45 - $199.05 $1.63K - $2.19K
2.11K $362K
MAR
Marriott International Inc

Consumer Cyclical
8
+ 0.63%
$246.06 - $292.59 $1.97K - $2.34K
1.28K $357K
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
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