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
RACE
Ferrari N.V.

Consumer Cyclical
27
+ 4.8%
$422.83 - $490.34 $11.4K - $13.2K
589 $250K
BBD
Bank Bradesco

Financial Services
208
+ 1.08%
$1.87 - $2.77 $389 - $576
19.4K $37K
ELP
Energy CO Of Parana

Utilities
601
+ 5.27%
$5.76 - $7.41 $3.46K - $4.45K
12K $71K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
35
+ 0.47%
$88.59 - $94.57 $3.1K - $3.31K
7.53K $668K
SAN
Banco Santander, S.A.

Financial Services
2.67K
+ 5.29%
$4.49 - $5.05 $12K - $13.5K
53.1K $242K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
+ 200.67%
$26.93 - $84.95 $339K - $1.07M
18.8K $514K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
38.3K
+ 189.35%
$22.01 - $66.82 $842K - $2.56M
58.5K $1.33M
LHX
L3 Harris Technologies, Inc.

Industrials
60
+ 5.77%
$208.94 - $264.22 $12.5K - $15.9K
1.1K $231K
TT
Trane Technologies PLC

Industrials
6
+ 0.57%
$369.35 - $419.14 $2.22K - $2.51K
1.06K $391K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
29
+ 0.74%
$108.6 - $115.42 $3.15K - $3.35K
3.97K $433K
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.26%
$81.87 - $94.51 $982 - $1.13K
4.59K $388K
KEP
Korea Electric Power Corp

Utilities
69
+ 0.28%
$6.81 - $9.0 $470 - $621
24.3K $167K
RTX
Raytheon Technologies Corp

Industrials
59
+ 1.1%
$114.45 - $127.21 $6.75K - $7.51K
5.43K $628K
CDW
Cdw Corp

Technology
224
+ 18.89%
$171.49 - $225.64 $38.4K - $50.5K
1.41K $245K
RWO
Spdr Dow Jones Global Real Est

ETFs
33
+ 0.62%
$42.41 - $47.31 $1.4K - $1.56K
5.34K $228K
SPGI
S&P Global Inc.

Financial Services
15
+ 0.89%
$480.36 - $529.17 $7.21K - $7.94K
1.7K $844K
MDLZ
Mondelez International, Inc.

Consumer Defensive
651
+ 13.96%
$59.25 - $72.99 $38.6K - $47.5K
5.32K $317K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
646
+ 2.24%
$9.25 - $10.62 $5.98K - $6.86K
29.4K $286K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.58%
$1239.0 - $1442.53 $1.24K - $1.44K
173 $219K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 0.35%
$130.37 - $146.09 $1.17K - $1.31K
2.61K $341K
AOR
Ishares Tr Core Growth Allocat

ETFs
4
+ 0.03%
$57.32 - $59.66 $229 - $239
15.1K $864K
ICE
Intercontinental Exchange, Inc.

Financial Services
50
+ 1.59%
$148.29 - $166.93 $7.41K - $8.35K
3.19K $474K
KLAC
Kla Corp

Technology
72
+ 13.95%
$614.46 - $829.55 $44.2K - $59.7K
588 $370K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
196
+ 0.45%
$47.58 - $48.56 $9.33K - $9.52K
43.5K $2.08M
ADI
Analog Devices Inc

Technology
24
+ 1.14%
$206.35 - $236.48 $4.95K - $5.68K
2.13K $453K
JEPI
J P Morgan Exchange Traded Fd

ETFs
330
+ 1.23%
$57.53 - $60.83 $19K - $20.1K
27.2K $1.56M
NIO
Nio Inc.

Consumer Cyclical
2.63K
+ 13.03%
$4.31 - $7.21 $11.3K - $18.9K
22.8K $99K
CARR
Carrier Global Corp

Industrials
17
+ 0.54%
$66.69 - $82.65 $1.13K - $1.41K
3.16K $215K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
696
+ 15.51%
$49.78 - $66.55 $34.6K - $46.3K
5.18K $259K
GD
General Dynamics Corp

Industrials
1
+ 0.1%
$260.28 - $314.03 $260 - $314
1.02K $269K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
164
+ 1.09%
$33.39 - $37.66 $5.48K - $6.18K
15.2K $507K
PFE
Pfizer Inc

Healthcare
1.26K
+ 4.01%
$24.8 - $30.19 $31.3K - $38.1K
32.7K $867K
PSA
Public Storage

Real Estate
1
+ 0.14%
$289.33 - $360.21 $289 - $360
706 $211K
COP
Conocophillips

Energy
96
+ 1.0%
$95.12 - $114.72 $9.13K - $11K
9.71K $962K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 2.32%
$406.92 - $495.42 $5.7K - $6.94K
617 $255K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.35%
$288.47 - $316.54 $3.75K - $4.12K
3.68K $1.07M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
212
+ 2.49%
$75.65 - $83.47 $16K - $17.7K
8.74K $665K
CEG
Constellation Energy Corp

Utilities
18
+ 1.08%
$224.28 - $285.52 $4.04K - $5.14K
1.68K $378K
QCOM
Qualcomm Inc

Technology
64
+ 1.58%
$150.4 - $178.04 $9.63K - $11.4K
4.11K $631K
UNP
Union Pacific Corp

Industrials
13
+ 0.38%
$223.15 - $249.32 $2.9K - $3.24K
3.43K $781K
SNY
Sanofi

Healthcare
66
+ 0.99%
$45.89 - $57.31 $3.03K - $3.78K
6.71K $323K
SCCO
Southern Copper Corp

Basic Materials
18
+ 0.66%
$91.13 - $117.95 $1.64K - $2.12K
2.76K $251K
ZTS
Zoetis Inc.

Healthcare
28
+ 1.28%
$162.24 - $194.42 $4.54K - $5.44K
2.21K $359K
PKX
Posco Holdings Inc.

Basic Materials
911
+ 22.43%
$43.3 - $69.98 $39.4K - $63.8K
4.97K $215K
AMT
American Tower Corp

Real Estate
239
+ 10.11%
$179.4 - $232.01 $42.9K - $55.5K
2.6K $477K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
408
+ 8.01%
$82.28 - $117.52 $33.6K - $47.9K
5.5K $466K
AEP
American Electric Power CO Inc

Utilities
8
+ 0.1%
$90.91 - $102.21 $727 - $818
7.72K $711K
SHW
Sherwin Williams CO

Basic Materials
13
+ 0.64%
$338.75 - $399.71 $4.4K - $5.2K
2.04K $691K
MU
Micron Technology Inc

Technology
38
+ 0.87%
$84.16 - $113.41 $3.2K - $4.31K
4.42K $371K
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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