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
EOG
Eog Resources Inc

Energy
65
+ 2.92%
$118.22 - $136.54 $7.68K - $8.88K
2.29K $281K
DFUS
Dimensional ETF Tr U S Equity

ETFs
15
+ 0.35%
$61.52 - $66.5 $923 - $998
4.31K $275K
AJG
Arthur J. Gallagher & Co.

Financial Services
23
+ 2.63%
$278.49 - $315.16 $6.41K - $7.25K
898 $254K
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$220.26 - $241.44 $220 - $241
1.18K $273K
LYG
Lloyds Banking Group PLC

Financial Services
7.65K
+ 21.38%
$2.67 - $3.23 $20.4K - $24.7K
43.4K $118K
IWM
Ishares Russell 2000 ETF

ETFs
29
+ 2.67%
$216.13 - $242.4 $6.27K - $7.03K
1.12K $246K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
851
+ 12.76%
$26.63 - $30.23 $22.7K - $25.7K
7.52K $200K
SPG
Simon Property Group Inc

Real Estate
7
+ 0.48%
$167.23 - $183.84 $1.17K - $1.29K
1.45K $250K
PRK
Park National Corp

Financial Services
1
+ 0.07%
$160.0 - $206.49 $160 - $206
1.36K $232K
PH
Parker Hannifin Corp

Industrials
2
+ 0.35%
$621.74 - $709.46 $1.24K - $1.42K
579 $368K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
25
+ 0.21%
$41.09 - $45.94 $1.03K - $1.15K
12K $506K
BHP
Bhp Group LTD

Basic Materials
1.76K
+ 28.17%
$48.78 - $62.43 $85.8K - $110K
8K $390K
VHT
Vanguard Health Care ETF

ETFs
276
+ 11.69%
$250.81 - $283.3 $69.2K - $78.2K
2.64K $669K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.28%
$63.58 - $71.15 $636 - $712
3.52K $229K
GLD
Spdr Gold Trust

ETFs
22
+ 0.45%
$236.59 - $257.5 $5.2K - $5.67K
4.93K $1.19M
Thomson Reuters Corp
105
+ 4.69%
N/A
2.34K $0
Ge Vernova Inc
58
+ 3.85%
N/A
1.56K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.28K
+ 100.63%
$25.33 - $51.16 $32.4K - $65.4K
2.55K $65K
STRV
Ea Ser Tr Strive 500 ETF
1.32K
+ 7.77%
N/A
18.4K $0
Ea Series Trust
392
+ 3.12%
N/A
13K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
144
+ 1.67%
$24.61 - $25.12 $3.54K - $3.62K
8.76K $216K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.23%
$126.68 - $134.74 $1.39K - $1.48K
4.82K $614K
WOR
Worthington Industries Inc

Industrials
356
+ 3.11%
$38.2 - $43.42 $13.6K - $15.5K
11.8K $472K
VDE
Vanguard Energy ETF

ETFs
8
+ 0.19%
$116.67 - $136.78 $933 - $1.09K
4.33K $524K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.05%
$114.59 - $129.52 $115 - $130
2.04K $242K
MLM
Martin Marietta Materials Inc

Basic Materials
9
+ 2.13%
$516.5 - $619.58 $4.65K - $5.58K
431 $222K
HPQ
Hp Inc

Technology
444
+ 7.43%
$32.46 - $39.3 $14.4K - $17.4K
6.42K $209K
NSC
Norfolk Southern Corp

Industrials
26
+ 2.81%
$230.6 - $277.0 $6K - $7.2K
952 $223K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.7K
+ 117.8%
$18.41 - $40.87 $197K - $436K
19.7K $365K
INFY
Infosys LTD

Technology
225
+ 0.66%
$20.71 - $23.42 $4.66K - $5.27K
34.5K $757K
TME
Tencent Music Entertainment Group

Communication Services
37
+ 0.32%
$10.67 - $13.73 $395 - $508
11.4K $129K
SBUX
Starbucks Corp

Consumer Cyclical
372
+ 5.59%
$87.44 - $102.5 $32.5K - $38.1K
7.02K $640K
LPL
Lg Display Co., Ltd.

Technology
3.4K
+ 16.69%
$3.07 - $4.02 $10.4K - $13.7K
23.8K $73K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
7
+ 0.17%
$47.77 - $51.75 $334 - $362
4.1K $198K
GGB
Gerdau S.A.

Basic Materials
172
+ 1.18%
$2.88 - $3.61 $495 - $621
14.8K $42K
SID
National Steel CO

Basic Materials
2.33K
+ 17.55%
$1.44 - $2.47 $3.35K - $5.74K
15.6K $22K
ABEV
Ambev S.A.

Consumer Defensive
6.37K
+ 18.28%
$1.85 - $2.56 $11.8K - $16.3K
41.2K $76K
CIG
Energy CO Of Minas Gerais

Utilities
496
+ 1.43%
$1.77 - $2.07 $878 - $1.03K
35.1K $62K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
271
+ 0.9%
$6.08 - $6.83 $1.65K - $1.85K
30.3K $197K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
499
+ 7.79%
$55.45 - $61.08 $27.7K - $30.5K
6.91K $382K
GIB
Cgi Inc

Technology
27
+ 1.29%
$107.0 - $116.25 $2.89K - $3.14K
2.13K $232K
CB
Chubb LTD

Financial Services
66
+ 2.74%
$271.57 - $301.89 $17.9K - $19.9K
2.47K $683K
EBAY
Ebay Inc

Consumer Cyclical
3
+ 0.09%
$57.51 - $67.17 $173 - $202
3.47K $215K
RELX
Relx PLC

Communication Services
111
+ 1.46%
$44.45 - $48.63 $4.93K - $5.4K
7.7K $349K
DUK
Duke Energy Corp

Utilities
127
+ 3.91%
$105.76 - $120.76 $13.4K - $15.3K
3.38K $363K
NKE
Nike, Inc.

Consumer Cyclical
390
+ 11.46%
$73.36 - $89.13 $28.6K - $34.8K
3.79K $287K
ING
Ing Groep Nv

Financial Services
1.28K
+ 9.7%
$15.1 - $17.73 $19.3K - $22.7K
14.5K $226K
NOC
Northrop Grumman Corp

Industrials
52
+ 7.83%
$466.52 - $543.88 $24.3K - $28.3K
716 $336K
RDY
Dr Reddys Laboratories LTD

Healthcare
25.7K
+ 389.29%
$13.99 - $79.75 $359K - $2.05M
32.3K $509K
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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