Pds Planning, Inc Reduced Holdings in Q2 2025

Pds Planning, Inc

  • $1.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-730
- 2.93%
$99.93 - $119.04 $72.9K - $86.9K
24.2K $2.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-16.2K
- 70.19%
$19.6 - $24.44 $318K - $396K
6.89K $168K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-141
- 4.69%
$390.26 - $489.06 $55K - $69K
2.87K $1.16M
VHT
Vanguard Health Care ETF

ETFs
-1.02K
- 41.34%
$236.71 - $261.92 $241K - $267K
1.45K $359K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.16K
- 3.35%
$79.79 - $91.42 $172K - $197K
62.2K $5.54M
JNJ
Johnson & Johnson

Healthcare
-243
- 1.31%
$146.36 - $159.82 $35.6K - $38.8K
18.3K $2.8M
MRK
Merck & Co., Inc.

Healthcare
-1.17K
- 7.0%
$73.47 - $87.12 $86.3K - $102K
15.6K $1.23M
CVX
Chevron Corp

Energy
-63
- 0.59%
$133.73 - $168.51 $8.42K - $10.6K
10.5K $1.51M
BDX
Becton Dickinson & CO

Healthcare
-341
- 20.73%
$165.15 - $226.42 $56.3K - $77.2K
1.3K $224K
VV
Vanguard Large Cap ETF

ETFs
-2.37K
- 12.51%
$228.25 - $285.3 $542K - $677K
16.6K $4.74M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-808
- 4.98%
$121.58 - $136.74 $98.2K - $110K
15.4K $2.09M
FNDF
Schwab Fundamental Intl Large

ETFs
-4.32K
- 23.49%
$32.25 - $40.02 $139K - $173K
14.1K $563K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.36K
- 7.51%
$77.94 - $79.5 $106K - $108K
16.7K $1.33M
AMGN
Amgen Inc

Healthcare
-7
- 0.25%
$262.28 - $309.85 $1.84K - $2.17K
2.78K $776K
SNY
Sanofi

Healthcare
-783
- 10.55%
$47.62 - $55.44 $37.3K - $43.4K
6.64K $320K
VBR
Vanguard Small Cap Value ETF

ETFs
-5.18K
- 4.91%
$162.76 - $195.77 $843K - $1.01M
100K $19.5M
BP
Bp PLC

Energy
-1.49K
- 14.25%
$26.11 - $33.81 $38.9K - $50.4K
8.97K $268K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.65K
- 1.49%
$50.52 - $50.92 $83.4K - $84K
109K $5.57M
PGR
Progressive Corp

Financial Services
-95
- 2.98%
$255.27 - $288.74 $24.3K - $27.4K
3.09K $824K
TGT
Target Corp

Consumer Defensive
-522
- 16.15%
$88.76 - $105.77 $46.3K - $55.2K
2.71K $267K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-664
- 13.76%
$114.78 - $133.31 $76.2K - $88.5K
4.16K $554K
PDD
Pinduoduo Inc.

Consumer Cyclical
-277
- 9.95%
$88.35 - $122.19 $24.5K - $33.8K
2.51K $262K
WIT
Wipro LTD

Technology
-17.2K
- 8.45%
$2.7 - $3.09 $46.4K - $53.1K
186K $562K
EOG
Eog Resources Inc

Energy
-319
- 12.91%
$104.61 - $129.97 $33.4K - $41.5K
2.15K $257K
GLD
Spdr Gold Trust

ETFs
-492
- 9.11%
$273.71 - $316.29 $135K - $156K
4.91K $1.5M
AZN
Astrazeneca PLC

Healthcare
-242
- 2.25%
$64.87 - $75.0 $15.7K - $18.2K
10.5K $733K
TRGP
Targa Resources Corp.

Energy
-91
- 6.03%
$157.32 - $205.72 $14.3K - $18.7K
1.42K $247K
APD
Air Products & Chemicals, Inc.

Basic Materials
-118
- 8.04%
$248.61 - $294.96 $29.3K - $34.8K
1.35K $380K
TM
Toyota Motor Corp

Consumer Cyclical
-203
- 5.58%
$158.63 - $195.39 $32.2K - $39.7K
3.44K $592K
CPRT
Copart Inc

Consumer Cyclical
-129
- 2.54%
$47.72 - $63.84 $6.16K - $8.24K
4.95K $243K
SHEL
Shell PLC

Energy
-187
- 1.83%
$59.75 - $73.05 $11.2K - $13.7K
10K $705K
G
Genpact LTD

Technology
-9
- 0.14%
$40.65 - $50.56 $366 - $455
6.52K $286K
PFE
Pfizer Inc

Healthcare
-72
- 0.21%
$21.59 - $24.84 $1.55K - $1.79K
34.1K $825K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-423
- 2.24%
$24.32 - $27.87 $10.3K - $11.8K
18.5K $490K
MDT
Medtronic PLC

Healthcare
-285
- 8.7%
$80.68 - $88.86 $23K - $25.3K
2.99K $260K
XPEV
Xpeng Inc.

Consumer Cyclical
-213
- 2.02%
$16.42 - $22.25 $3.5K - $4.74K
10.3K $184K
NIO
Nio Inc.

Consumer Cyclical
-6.17K
- 36.12%
$3.14 - $4.31 $19.4K - $26.6K
10.9K $37K
AFL
Aflac Inc

Financial Services
-85
- 2.54%
$99.77 - $112.45 $8.48K - $9.56K
3.26K $343K
NVO
Novo Nordisk A S

Healthcare
-309
- 2.23%
$58.08 - $81.05 $17.9K - $25K
13.5K $934K
PKX
Posco Holdings Inc.

Basic Materials
-662
- 10.95%
$41.43 - $49.85 $27.4K - $33K
5.38K $261K
YUM
Yum Brands Inc

Consumer Cyclical
-54
- 2.82%
$138.36 - $161.45 $7.47K - $8.72K
1.86K $276K
TTE
Total Energies Se

Energy
-344
- 4.48%
N/A
7.34K $503K
FISV
Fiserv Inc

Technology
-168
- 4.91%
N/A
3.25K $407K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-1.94K
- 9.79%
$13.71 - $15.46 $26.6K - $30K
17.9K $276K
CIG
Energy CO Of Minas Gerais

Utilities
-11.7K
- 27.03%
$1.62 - $1.96 $18.9K - $22.9K
31.5K $61K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-307
- 2.14%
$25.21 - $34.03 $7.74K - $10.4K
14K $420K
D
Dominion Energy, Inc

Utilities
-233
- 4.9%
$49.66 - $58.0 $11.6K - $13.5K
4.53K $255K
AME
Ametek Inc

Industrials
-130
- 8.46%
$151.41 - $182.75 $19.7K - $23.8K
1.41K $254K
NMR
Nomura Holdings Inc

Financial Services
-3.81K
- 9.67%
$4.95 - $6.6 $18.9K - $25.2K
35.6K $234K
Activity Summary
Buys All Purchases 397 New Holdings 57 Increased Positions 340 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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