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
FCX
Freeport Mcmoran Inc

Basic Materials
646
+ 10.25%
$39.52 - $51.92 $25.5K - $33.5K
6.95K $346K
GLW
Corning Inc

Technology
15
+ 0.24%
$37.76 - $46.2 $566 - $693
6.27K $283K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
10
+ 0.64%
$150.01 - $182.29 $1.5K - $1.82K
1.58K $286K
UGP
Ultrapar Holdings Inc

Energy
10.2K
+ 90.21%
$3.81 - $4.44 $38.7K - $45.1K
21.4K $83K
SCCO
Southern Copper Corp

Basic Materials
156
+ 6.04%
$94.1 - $120.43 $14.7K - $18.8K
2.74K $316K
CMI
Cummins Inc

Industrials
6
+ 0.79%
$266.63 - $326.4 $1.6K - $1.96K
769 $248K
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.77%
$391.53 - $469.81 $2.35K - $2.82K
782 $367K
AJG
Arthur J. Gallagher & Co.

Financial Services
61
+ 7.49%
$259.22 - $299.75 $15.8K - $18.3K
875 $246K
ABC
Amerisourcebergen Corp

Healthcare
183
+ 17.2%
N/A
1.25K $230K
SCHA
Schwab Strategic Tr Us Small C

ETFs
597
+ 88.58%
$46.9 - $51.96 $28K - $31K
1.27K $65K
RWO
Spdr Dow Jones Global Real Est

ETFs
23
+ 0.44%
$41.23 - $48.48 $948 - $1.12K
5.3K $252K
SPG
Simon Property Group Inc

Real Estate
49
+ 3.51%
$146.09 - $170.11 $7.16K - $8.34K
1.45K $244K
FNDF
Schwab Fundamental Intl Large

ETFs
271
+ 3.43%
$33.67 - $37.71 $9.12K - $10.2K
8.17K $305K
MGC
Vanguard Mega Cap ETF

ETFs
78
+ 5.47%
$185.93 - $206.64 $14.5K - $16.1K
1.5K $310K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
12
+ 0.8%
$138.85 - $182.81 $1.67K - $2.19K
1.52K $269K
HSBC
Hsbc Holdings PLC

Financial Services
71
+ 0.49%
$40.42 - $45.91 $2.87K - $3.26K
14.5K $654K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
449
+ 1.58%
$9.55 - $11.13 $4.29K - $5K
28.8K $312K
IX
Orix Corp

Financial Services
146
+ 7.01%
$102.71 - $125.1 $15K - $18.3K
2.23K $258K
COF
Capital One Financial Corp

Financial Services
37
+ 2.05%
$131.42 - $153.05 $4.86K - $5.66K
1.84K $275K
SAN
Banco Santander, S.A.

Financial Services
320
+ 0.64%
$4.37 - $5.16 $1.4K - $1.65K
50.5K $257K
UBS
Ubs Group Ag

Financial Services
74
+ 0.45%
$27.97 - $31.42 $2.07K - $2.33K
16.5K $508K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.26%
$173.36 - $189.8 $693 - $759
1.55K $294K
ABEV
Ambev S.A.

Consumer Defensive
5.41K
+ 18.36%
$2.04 - $2.44 $11K - $13.2K
34.9K $85K
CL
Colgate Palmolive CO

Consumer Defensive
49
+ 1.72%
$95.54 - $108.77 $4.68K - $5.33K
2.9K $301K
PRU
Prudential Financial Inc

Financial Services
125
+ 6.52%
$105.53 - $127.32 $13.2K - $15.9K
2.04K $247K
ITUB
Itau Unibanco Holding S.A.

Financial Services
1.41K
+ 9.32%
$5.73 - $6.87 $8.09K - $9.69K
16.5K $110K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
16
+ 1.14%
$201.82 - $234.36 $3.23K - $3.75K
1.42K $328K
TXN
Texas Instruments Inc

Technology
106
+ 1.87%
$194.6 - $194.6 $20.6K - $20.6K
5.77K $1.12M
PANW
Palo Alto Networks Inc

Technology
52
+ 4.24%
$294.18 - $368.01 $15.3K - $19.1K
1.28K $436K
WMB
Williams Companies, Inc.

Energy
44
+ 0.75%
$41.24 - $46.22 $1.81K - $2.03K
5.93K $270K
ADSK
Autodesk, Inc.

Technology
88
+ 6.4%
$245.83 - $245.83 $21.6K - $21.6K
1.46K $359K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.17%
$386.81 - $423.12 $387 - $423
597 $252K
IDXX
Idexx Laboratories Inc

Healthcare
15
+ 2.55%
$455.08 - $517.19 $6.83K - $7.76K
603 $304K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.12%
$103.87 - $117.59 $312 - $353
2.51K $293K
DFAS
Dimensional ETF Tr U S Small C

ETFs
9
+ 0.26%
$59.25 - $65.33 $533 - $588
3.51K $227K
KGC
Kinross Gold Corp

Basic Materials
223
+ 1.72%
$8.02 - $9.84 $1.79K - $2.19K
13.2K $123K
LYG
Lloyds Banking Group PLC

Financial Services
348
+ 0.98%
$2.73 - $3.17 $950 - $1.1K
35.8K $111K
RELX
Relx PLC

Communication Services
69
+ 0.92%
$44.1 - $48.86 $3.04K - $3.37K
7.59K $360K
DFUS
Dimensional ETF Tr U S Equity

ETFs
11
+ 0.26%
$56.04 - $62.2 $616 - $684
4.3K $267K
CDW
Cdw Corp

Technology
49
+ 4.31%
$206.67 - $239.84 $10.1K - $11.8K
1.19K $268K
RSG
Republic Services, Inc.

Industrials
20
+ 1.46%
$189.34 - $208.21 $3.79K - $4.16K
1.39K $278K
MNST
Monster Beverage Corp

Consumer Defensive
34
+ 0.84%
$45.01 - $52.47 $1.53K - $1.78K
4.11K $214K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
27
+ 3.31%
$460.0 - $505.78 $12.4K - $13.7K
842 $391K
SHEL
Shell PLC

Energy
978
+ 10.92%
$65.65 - $73.28 $64.2K - $71.7K
9.93K $655K
JBLU
Jetblue Airways Corp

Industrials
550
+ 4.13%
$4.57 - $6.66 $2.51K - $3.66K
13.9K $90K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
154
+ 1.82%
$24.38 - $25.2 $3.75K - $3.88K
8.62K $216K
AME
Ametek Inc

Industrials
8
+ 0.58%
$152.74 - $176.01 $1.22K - $1.41K
1.38K $236K
CFFN
Capitol Federal Financial, Inc.

Financial Services
401
+ 3.12%
$5.34 - $6.75 $2.14K - $2.71K
13.2K $77K
GGB
Gerdau S.A.

Basic Materials
1.24K
+ 9.29%
$3.02 - $3.5 $3.75K - $4.35K
14.6K $51K
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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