Pds Planning, Inc New Holdings in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
18
New
$663000.0 - $801950.0 $11.9M - $14.4M
18 $14.4M
AVIG
American Centy ETF Tr Avantis

ETFs
14.2K
New
$40.06 - $41.55 $570K - $591K
14.2K $588K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.1K
New
$21.75 - $24.28 $502K - $561K
23.1K $509K
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.91K
New
$36.91 - $41.03 $366K - $407K
9.91K $393K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.27K
New
$169.43 - $182.84 $384K - $414K
2.27K $392K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.5K
New
$190.84 - $226.29 $285K - $339K
1.5K $338K
AWK
American Water Works Company, Inc.

Utilities
2.19K
New
$121.01 - $149.31 $265K - $327K
2.19K $323K
MDT
Medtronic PLC

Healthcare
3.28K
New
$79.84 - $94.5 $262K - $310K
3.28K $294K
CVS
Cvs Health Corp

Healthcare
4.32K
New
$44.22 - $68.64 $191K - $297K
4.32K $292K
VRT
Vertiv Holdings CO

Industrials
3.31K
New
N/A
3.31K $286K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.44K
New
$79.66 - $108.41 $194K - $265K
2.44K $264K
O
Realty Income Corp

Real Estate
4.27K
New
$51.67 - $58.49 $221K - $250K
4.27K $247K
SKM
Sk Telecom CO LTD

Communication Services
11.3K
New
$20.91 - $23.05 $236K - $260K
11.3K $239K
EXC
Exelon Corp

Utilities
5.21K
New
$37.3 - $46.08 $194K - $240K
5.21K $239K
ESLT
Elbit Systems LTD

Industrials
612
New
$261.47 - $413.0 $160K - $253K
612 $234K
STE
Steris PLC

Healthcare
1.03K
New
$202.46 - $232.74 $208K - $239K
1.03K $232K
ALC
Alcon Inc

Healthcare
2.44K
New
$82.73 - $96.8 $202K - $236K
2.44K $231K
EQH
Equitable Holdings, Inc.

Financial Services
4.42K
New
$47.64 - $55.68 $210K - $246K
4.42K $230K
ES
Eversource Energy

Utilities
3.67K
New
$55.63 - $63.8 $204K - $234K
3.67K $227K
NGG
National Grid PLC

Utilities
3.3K
New
$56.13 - $65.61 $185K - $217K
3.3K $216K
SU
Suncor Energy Inc

Energy
5.49K
New
$34.27 - $40.63 $188K - $223K
5.49K $212K
NDAQ
Nasdaq, Inc.

Financial Services
2.8K
New
$72.17 - $83.76 $202K - $235K
2.8K $212K
CNC
Centene Corp

Healthcare
3.43K
New
$55.93 - $65.89 $192K - $226K
3.43K $208K
KEYS
Keysight Technologies, Inc.

Technology
1.39K
New
$148.16 - $185.11 $206K - $257K
1.39K $208K
PODD
Insulet Corp

Healthcare
792
New
$237.06 - $288.29 $188K - $228K
792 $207K
VEEV
Veeva Systems Inc

Healthcare
895
New
$210.58 - $246.8 $188K - $221K
895 $207K
FITB
Fifth Third Bancorp

Financial Services
5.27K
New
$37.48 - $44.96 $198K - $237K
5.27K $206K
CHKP
Check Point Software Technologies LTD

Technology
900
New
$179.88 - $231.31 $162K - $208K
900 $205K
RPRX
Royalty Pharma PLC

Healthcare
6.6K
New
$25.75 - $33.86 $170K - $224K
6.6K $205K
CBRE
Cbre Group, Inc.

Real Estate
1.57K
New
$121.79 - $147.13 $191K - $230K
1.57K $204K
ARGX
Argenx Se

Healthcare
344
New
$571.0 - $671.75 $196K - $231K
344 $203K
HDV
Ishares Core High Dividend ETF

ETFs
1.68K
New
$110.86 - $121.12 $186K - $203K
1.68K $203K
OTIS
Otis Worldwide Corp

Industrials
1.96K
New
$90.77 - $104.01 $178K - $204K
1.96K $202K
VLO
Valero Energy Corp

Energy
1.53K
New
$121.76 - $142.99 $187K - $219K
1.53K $202K
VST
Vistra Corp.

Utilities
1.72K
New
$108.49 - $191.89 $186K - $330K
1.72K $201K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.46K
New
$74.85 - $84.89 $184K - $209K
2.46K $201K
SYY
Sysco Corp

Consumer Defensive
2.32K
New
$70.0 - $77.13 $163K - $179K
2.32K $174K
PSO
Pearson PLC

Communication Services
10.4K
New
$15.45 - $17.75 $161K - $185K
10.4K $166K
NU
Nu Holdings Ltd.

Financial Services
11.1K
New
$10.12 - $13.95 $113K - $155K
11.1K $113K
MPW
Medical Properties Trust Inc

Real Estate
13K
New
$3.83 - $6.21 $49.7K - $80.6K
13K $78K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
13.1K
New
$5.29 - $10.87 $69.2K - $142K
13.1K $69K
ENIC
Enel Chile S.A.

Utilities
10.1K
New
$2.85 - $3.47 $28.9K - $35.2K
10.1K $33K
JMIA
Jumia Technologies Ag

Consumer Cyclical
14.6K
New
$2.15 - $4.21 $31.3K - $61.3K
14.6K $31K
Gsk PLC
6.26K
New
N/A
6.26K $0
Natwest Group PLC
11.1K
New
N/A
11.1K $0
Rb Global Inc
2.06K
New
N/A
2.06K $0
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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