Pds Planning, Inc Incresed Positions in Q3 2024

Pds Planning, Inc

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
441
+ 7.45%
$54.54 - $64.56 $24.1K - $28.5K
6.36K $402K
SLF
Sun Life Financial Inc

Financial Services
555
+ 11.34%
$47.07 - $58.09 $26.1K - $32.2K
5.45K $316K
BX
Blackstone Inc.

Financial Services
119
+ 6.03%
$120.77 - $159.66 $14.4K - $19K
2.09K $320K
KR
Kroger CO

Consumer Defensive
632
+ 11.54%
$50.43 - $57.3 $31.9K - $36.2K
6.11K $349K
NOC
Northrop Grumman Corp

Industrials
34
+ 5.4%
$423.73 - $533.14 $14.4K - $18.1K
664 $350K
ICE
Intercontinental Exchange, Inc.

Financial Services
8
+ 0.26%
$136.93 - $162.81 $1.1K - $1.3K
3.14K $503K
IAU
Ishares Gold Trust

ETFs
103
+ 0.85%
$44.06 - $50.5 $4.54K - $5.2K
12.2K $605K
NVS
Novartis Ag

Healthcare
33
+ 0.41%
$106.13 - $120.89 $3.5K - $3.99K
8.11K $933K
SNY
Sanofi

Healthcare
200
+ 3.1%
$48.54 - $58.53 $9.71K - $11.7K
6.64K $383K
GWW
W.W. Grainger, Inc.

Industrials
7
+ 1.5%
$896.19 - $1044.18 $6.27K - $7.31K
474 $492K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
414
+ 2.45%
$147.95 - $191.05 $61.3K - $79.1K
17.3K $3.01M
AMD
Advanced Micro Devices Inc

Technology
331
+ 4.98%
$128.67 - $183.96 $42.6K - $60.9K
6.98K $1.14M
FISV
Fiserv Inc

Technology
532
+ 18.57%
N/A
3.4K $425K
WPM
Wheaton Precious Metals Corp.

Basic Materials
500
+ 12.73%
$52.04 - $64.22 $26K - $32.1K
4.43K $270K
ADI
Analog Devices Inc

Technology
266
+ 14.43%
$200.56 - $243.33 $53.3K - $64.7K
2.11K $485K
FTNT
Fortinet, Inc.

Technology
47
+ 1.36%
$55.39 - $77.55 $2.6K - $3.64K
3.51K $272K
BSX
Boston Scientific Corp

Healthcare
192
+ 2.68%
$72.96 - $84.0 $14K - $16.1K
7.36K $616K
CMCSA
Comcast Corp

Communication Services
141
+ 0.65%
$37.33 - $41.78 $5.26K - $5.89K
21.9K $913K
MSI
Motorola Solutions, Inc.

Technology
56
+ 9.59%
$385.65 - $450.49 $21.6K - $25.2K
640 $287K
ODFL
Old Dominion Freight Line, Inc.

Industrials
183
+ 15.68%
$178.41 - $210.18 $32.6K - $38.5K
1.35K $268K
GD
General Dynamics Corp

Industrials
166
+ 19.44%
$279.51 - $308.09 $46.4K - $51.1K
1.02K $308K
TRV
Travelers Companies, Inc.

Financial Services
30
+ 1.74%
$201.87 - $242.35 $6.06K - $7.27K
1.75K $409K
DFS
Discover Financial Services

Financial Services
305
+ 18.94%
$123.41 - $144.72 $37.6K - $44.1K
1.92K $268K
HLN
Haleon PLC

Healthcare
2.44K
+ 17.49%
$8.32 - $10.7 $20.3K - $26.1K
16.4K $173K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
777
+ 38.13%
$55.06 - $62.25 $42.8K - $48.4K
2.82K $173K
ED
Consolidated Edison Inc

Utilities
168
+ 6.53%
$88.42 - $104.97 $14.9K - $17.6K
2.74K $285K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
339
+ 7.92%
$91.37 - $101.65 $31K - $34.5K
4.62K $469K
MDLZ
Mondelez International, Inc.

Consumer Defensive
278
+ 6.34%
$64.35 - $75.71 $17.9K - $21K
4.66K $343K
DUK
Duke Energy Corp

Utilities
59
+ 1.85%
$99.35 - $117.71 $5.86K - $6.94K
3.25K $374K
WIT
Wipro LTD

Technology
3.3K
+ 3.71%
$5.66 - $6.89 $18.7K - $22.8K
92.4K $598K
CCI
Crown Castle International Corp

Real Estate
80
+ 3.65%
$95.29 - $120.24 $7.62K - $9.62K
2.27K $269K
SYK
Stryker Corp

Healthcare
74
+ 5.49%
$315.94 - $371.96 $23.4K - $27.5K
1.42K $513K
WDAY
Workday, Inc.

Technology
137
+ 13.29%
$207.75 - $264.68 $28.5K - $36.3K
1.17K $285K
MO
Altria Group, Inc.

Consumer Defensive
115
+ 1.33%
$45.95 - $54.71 $5.28K - $6.29K
8.77K $447K
NIO
Nio Inc.

Consumer Cyclical
370
+ 1.87%
$3.67 - $6.68 $1.36K - $2.47K
20.2K $134K
MS
Morgan Stanley

Financial Services
115
+ 2.05%
$92.07 - $106.96 $10.6K - $12.3K
5.71K $595K
WF
Woori Financial Group Inc.

Financial Services
48
+ 0.39%
$31.41 - $37.84 $1.51K - $1.82K
12.3K $441K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.24K
+ 26.19%
$49.83 - $62.75 $62K - $78.1K
5.99K $345K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.21%
$117.9 - $128.2 $1.18K - $1.28K
4.8K $615K
NI
Nisource Inc.

Utilities
75
+ 1.0%
$28.54 - $34.64 $2.14K - $2.6K
7.56K $261K
AMGN
Amgen Inc

Healthcare
76
+ 3.34%
$309.38 - $337.38 $23.5K - $25.6K
2.35K $756K
PKX
Posco Holdings Inc.

Basic Materials
416
+ 11.41%
$58.66 - $73.23 $24.4K - $30.5K
4.06K $284K
AON
Aon PLC

Financial Services
3
+ 0.36%
$293.16 - $351.06 $879 - $1.05K
834 $288K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
+ 1.78%
$1015.62 - $1159.62 $7.11K - $8.12K
401 $461K
KT
Kt Corp

Communication Services
1.07K
+ 6.16%
$13.14 - $15.8 $14K - $16.8K
18.3K $281K
CTAS
Cintas Corp

Industrials
1.41K
+ 281.56%
$201.38 - $819.83 $283K - $1.15M
1.9K $391K
UBER
Uber Technologies, Inc

Technology
363
+ 6.6%
$58.48 - $77.47 $21.2K - $28.1K
5.86K $440K
CI
Cigna Corp

Healthcare
31
+ 1.65%
$319.12 - $367.1 $9.89K - $11.4K
1.91K $660K
SPIB
Spdr Portfolio Intermediate Te

ETFs
888
+ 9.61%
$32.36 - $33.78 $28.7K - $30K
10.1K $341K
Activity Summary
Buys All Purchases 303 New Holdings 52 Increased Positions 251 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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