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
WPM
Wheaton Precious Metals Corp.

Basic Materials
213
+ 4.97%
$55.75 - $77.63 $11.9K - $16.5K
4.5K $349K
TTE
Total Energies Se

Energy
1.57K
+ 25.78%
N/A
7.68K $526K
AJG
Arthur J. Gallagher & Co.

Financial Services
145
+ 16.15%
$275.89 - $345.24 $40K - $50.1K
1.04K $360K
ADP
Automatic Data Processing Inc

Industrials
164
+ 3.76%
$286.85 - $318.64 $47K - $52.3K
4.53K $1.38M
TXN
Texas Instruments Inc

Technology
534
+ 9.11%
N/A
6.4K $1.24M
HIG
Hartford Financial Services Group, Inc.

Financial Services
514
+ 18.3%
$106.31 - $123.73 $54.6K - $63.6K
3.32K $411K
SBUX
Starbucks Corp

Consumer Cyclical
569
+ 8.1%
$91.75 - $115.81 $52.2K - $65.9K
7.59K $744K
LYG
Lloyds Banking Group PLC

Financial Services
14.2K
+ 32.63%
$2.58 - $3.9 $36.6K - $55.3K
57.6K $220K
NEE
Nextera Energy Inc

Utilities
1.6K
+ 11.45%
$66.96 - $76.16 $107K - $122K
15.6K $1.1M
QCOM
Qualcomm Inc

Technology
650
+ 15.82%
$151.94 - $175.86 $98.8K - $114K
4.76K $731K
XPEV
Xpeng Inc.

Consumer Cyclical
344
+ 3.37%
$11.55 - $26.34 $3.97K - $9.06K
10.6K $218K
SYK
Stryker Corp

Healthcare
210
+ 13.44%
$355.18 - $399.9 $74.6K - $84K
1.77K $659K
PDD
Pinduoduo Inc.

Consumer Cyclical
363
+ 14.99%
$94.68 - $131.34 $34.4K - $47.7K
2.78K $329K
BA
Boeing CO

Industrials
664
+ 22.07%
$148.15 - $186.25 $98.4K - $124K
3.67K $626K
NOC
Northrop Grumman Corp

Industrials
122
+ 17.04%
$433.45 - $513.82 $52.9K - $62.7K
838 $429K
ELP
Energy CO Of Parana

Utilities
10.5K
+ 87.1%
$5.78 - $7.54 $60.5K - $78.9K
22.5K $164K
RSG
Republic Services, Inc.

Industrials
138
+ 9.5%
$200.09 - $242.16 $27.6K - $33.4K
1.59K $385K
SPGI
S&P Global Inc.

Financial Services
148
+ 8.73%
$478.26 - $543.77 $70.8K - $80.5K
1.84K $936K
CB
Chubb LTD

Financial Services
91
+ 3.68%
$257.71 - $301.99 $23.5K - $27.5K
2.56K $774K
CRWD
Crowd Strike Holdings, Inc.

Technology
191
+ 9.17%
$308.86 - $455.36 $59K - $87K
2.27K $801K
CINF
Cincinnati Financial Corp

Financial Services
56
+ 0.28%
$133.67 - $147.81 $7.49K - $8.28K
19.8K $2.93M
SNY
Sanofi

Healthcare
716
+ 10.67%
$48.15 - $59.42 $34.5K - $42.5K
7.43K $411K
YUM
Yum Brands Inc

Consumer Cyclical
320
+ 20.03%
$123.25 - $162.53 $39.4K - $52K
1.92K $301K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
4.07K
+ 25.81%
$12.89 - $15.19 $52.4K - $61.8K
19.8K $294K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.76K
+ 6.38%
$14.13 - $16.72 $39K - $46.1K
46K $711K
PLD
Prologis, Inc.

Real Estate
483
+ 10.13%
$103.59 - $124.04 $50K - $59.9K
5.25K $587K
BP
Bp PLC

Energy
1.3K
+ 14.19%
$29.93 - $35.31 $38.9K - $45.9K
10.5K $353K
C
Citigroup Inc

Financial Services
1.11K
+ 19.36%
$67.23 - $84.63 $74.6K - $93.9K
6.84K $485K
JD
Jd.Com, Inc.

Consumer Cyclical
920
+ 13.51%
$33.1 - $45.21 $30.5K - $41.6K
7.73K $317K
AON
Aon PLC

Financial Services
113
+ 13.26%
$348.44 - $409.32 $39.4K - $46.3K
965 $385K
RELX
Relx PLC

Communication Services
775
+ 10.06%
$45.34 - $51.91 $35.1K - $40.2K
8.48K $427K
SO
Southern CO

Utilities
509
+ 16.85%
$80.96 - $92.96 $41.2K - $47.3K
3.53K $324K
ING
Ing Groep Nv

Financial Services
963
+ 6.65%
$15.51 - $20.74 $14.9K - $20K
15.4K $302K
AIG
American International Group, Inc.

Financial Services
244
+ 6.34%
$70.5 - $86.94 $17.2K - $21.2K
4.09K $355K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
545
+ 6.6%
$507.05 - $563.67 $276K - $307K
8.8K $4.52M
LPL
Lg Display Co., Ltd.

Technology
23.5K
+ 98.74%
$3.08 - $3.49 $72.3K - $82K
47.3K $146K
WF
Woori Financial Group Inc.

Financial Services
1.4K
+ 11.83%
$31.09 - $35.8 $43.6K - $50.2K
13.3K $442K
ARCC
Ares Capital Corp

Financial Services
3.06K
+ 23.38%
$21.28 - $23.81 $65.2K - $72.9K
16.2K $358K
PKX
Posco Holdings Inc.

Basic Materials
1.07K
+ 21.58%
$39.82 - $55.32 $42.7K - $59.4K
6.05K $287K
PSX
Phillips 66

Energy
338
+ 10.96%
$113.93 - $131.55 $38.5K - $44.5K
3.42K $422K
ROP
Roper Technologies Inc

Industrials
42
+ 6.29%
$502.71 - $593.81 $21.1K - $24.9K
710 $418K
MFG
Mizuho Financial Group Inc

Financial Services
5.63K
+ 8.7%
$4.83 - $6.04 $27.2K - $34K
70.4K $387K
CTAS
Cintas Corp

Industrials
77
+ 3.23%
$182.09 - $208.14 $14K - $16K
2.46K $505K
BK
Bank Of New York Mellon Corp

Financial Services
585
+ 19.02%
$75.42 - $88.95 $44.1K - $52K
3.66K $306K
MU
Micron Technology Inc

Technology
656
+ 14.84%
$86.89 - $109.38 $57K - $71.8K
5.08K $441K
BTI
British American Tobacco P.L.C.

Consumer Defensive
927
+ 15.48%
$35.35 - $42.74 $32.8K - $39.6K
6.92K $286K
KLAC
Kla Corp

Technology
59
+ 10.03%
$636.62 - $777.63 $37.6K - $45.9K
647 $439K
APD
Air Products & Chemicals, Inc.

Basic Materials
216
+ 17.25%
$283.24 - $338.07 $61.2K - $73K
1.47K $432K
SHW
Sherwin Williams CO

Basic Materials
140
+ 6.88%
$330.16 - $365.55 $46.2K - $51.2K
2.18K $759K
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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