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
PGR
Progressive Corp

Financial Services
325
+ 12.14%
$239.6 - $268.88 $77.9K - $87.4K
3K $719K
TMO
Thermo Fisher Scientific Inc.

Healthcare
507
+ 22.13%
$501.29 - $612.85 $254K - $311K
2.8K $1.46M
DLR
Digital Realty Trust, Inc.

Real Estate
98
+ 7.37%
$156.46 - $195.69 $15.3K - $19.2K
1.43K $253K
ABNB
Airbnb, Inc.

Consumer Cyclical
205
+ 10.76%
$125.36 - $147.37 $25.7K - $30.2K
2.11K $277K
PANW
Palo Alto Networks Inc

Technology
1.31K
+ 102.82%
$181.96 - $405.9 $239K - $533K
2.59K $471K
PWR
Quanta Services, Inc.

Industrials
53
+ 7.11%
$296.05 - $346.6 $15.7K - $18.4K
798 $252K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
290
+ 14.71%
$113.92 - $127.38 $33K - $36.9K
2.26K $260K
PYPL
Pay Pal Holdings, Inc.

Financial Services
91
+ 3.03%
$77.25 - $91.3 $7.03K - $8.31K
3.1K $264K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
22
+ 1.55%
$229.83 - $258.46 $5.06K - $5.69K
1.45K $357K
TRV
Travelers Companies, Inc.

Financial Services
71
+ 4.06%
$225.97 - $266.66 $16K - $18.9K
1.82K $438K
MSCI
Msci Inc.

Financial Services
34
+ 8.15%
$569.09 - $635.99 $19.3K - $21.6K
451 $270K
PCAR
Paccar Inc

Industrials
101
+ 3.73%
$97.92 - $118.41 $9.89K - $12K
2.81K $292K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
91
+ 1.97%
$100.18 - $109.1 $9.12K - $9.93K
4.71K $494K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.12%
$116.4 - $138.52 $349 - $416
2.51K $318K
CPRT
Copart Inc

Consumer Cyclical
20
+ 0.43%
$51.36 - $63.8 $1.03K - $1.28K
4.65K $267K
UBS
Ubs Group Ag

Financial Services
1.1K
+ 6.69%
$29.78 - $33.08 $32.8K - $36.4K
17.6K $532K
CMI
Cummins Inc

Industrials
9
+ 1.17%
$324.93 - $383.42 $2.92K - $3.45K
778 $271K
CM
Canadian Imperial Bank Of Commerce

Financial Services
189
+ 3.8%
$59.58 - $67.31 $11.3K - $12.7K
5.17K $326K
GLW
Corning Inc

Technology
141
+ 2.25%
$44.11 - $49.76 $6.22K - $7.02K
6.41K $304K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 1.25%
$1146.59 - $1270.6 $5.73K - $6.35K
406 $481K
BK
Bank Of New York Mellon Corp

Financial Services
62
+ 2.06%
$70.82 - $81.87 $4.39K - $5.08K
3.08K $236K
MO
Altria Group, Inc.

Consumer Defensive
150
+ 1.71%
$49.06 - $57.74 $7.36K - $8.66K
8.92K $466K
WDAY
Workday, Inc.

Technology
12
+ 1.03%
$233.85 - $279.91 $2.81K - $3.36K
1.18K $304K
USB
Us Bancorp \De\

Financial Services
83
+ 1.14%
$43.98 - $53.66 $3.65K - $4.45K
7.34K $350K
IBN
Icici Bank LTD

Financial Services
624
+ 2.64%
$28.69 - $31.9 $17.9K - $19.9K
24.3K $724K
GWW
W.W. Grainger, Inc.

Industrials
11
+ 2.32%
$1023.06 - $1220.93 $11.3K - $13.4K
485 $511K
DX
Dynex Capital Inc

Real Estate
1.54K
+ 10.75%
$12.07 - $12.72 $18.5K - $19.5K
15.8K $200K
HLN
Haleon PLC

Healthcare
3.64K
+ 22.17%
$9.23 - $10.71 $33.6K - $39K
20K $191K
AON
Aon PLC

Financial Services
18
+ 2.16%
$344.14 - $393.31 $6.19K - $7.08K
852 $306K
TXN
Texas Instruments Inc

Technology
90
+ 1.56%
N/A
5.86K $1.14M
GRAB
Grab Holdings LTD

Technology
933
+ 6.75%
$3.6 - $5.67 $3.36K - $5.29K
14.8K $69K
MFC
Manulife Financial Corp

Financial Services
136
+ 1.38%
$29.21 - $32.87 $3.97K - $4.47K
9.98K $306K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.33%
$2981.19 - $3370.27 $8.94K - $10.1K
132 $422K
PNC
Pnc Financial Services Group, Inc.

Financial Services
20
+ 1.3%
$178.39 - $215.0 $3.57K - $4.3K
1.56K $300K
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.09%
$264.18 - $304.19 $264 - $304
1.09K $304K
MNST
Monster Beverage Corp

Consumer Defensive
235
+ 5.72%
$49.24 - $56.38 $11.6K - $13.2K
4.34K $228K
RSG
Republic Services, Inc.

Industrials
66
+ 4.76%
$198.0 - $218.75 $13.1K - $14.4K
1.45K $292K
MGC
Vanguard Mega Cap ETF

ETFs
19
+ 1.26%
$204.21 - $220.18 $3.88K - $4.18K
1.52K $323K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 0.06%
$180.39 - $205.43 $180 - $205
1.58K $299K
NOK
Nokia Corp

Technology
2.67K
+ 10.39%
$4.13 - $4.95 $11K - $13.2K
28.3K $125K
ITW
Illinois Tool Works Inc

Industrials
127
+ 5.7%
$253.56 - $278.5 $32.2K - $35.4K
2.36K $597K
IAU
Ishares Gold Trust

ETFs
275
+ 2.26%
$48.37 - $52.65 $13.3K - $14.5K
12.5K $617K
SLF
Sun Life Financial Inc

Financial Services
70
+ 1.28%
$55.43 - $62.69 $3.88K - $4.39K
5.52K $327K
BTI
British American Tobacco P.L.C.

Consumer Defensive
335
+ 5.93%
$34.25 - $37.94 $11.5K - $12.7K
5.99K $217K
PAYX
Paychex Inc

Industrials
13
+ 0.86%
$135.86 - $148.73 $1.77K - $1.93K
1.53K $214K
PABU
Ishares Tr Ishares Paris Align

ETFs
18
+ 0.32%
$62.36 - $67.49 $1.12K - $1.21K
5.7K $370K
ALL
Allstate Corp

Financial Services
20
+ 1.08%
$181.25 - $208.2 $3.63K - $4.16K
1.88K $362K
RY
Royal Bank Of Canada

Financial Services
209
+ 5.39%
$119.72 - $128.02 $25K - $26.8K
4.08K $492K
ETN
Eaton Corp PLC

Industrials
14
+ 0.23%
$326.96 - $377.52 $4.58K - $5.29K
6.21K $2.06M
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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