Pds Planning, Inc Reduced Holdings in Q4 2024

Pds Planning, Inc

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-1.4K
- 1.29%
$164.99 - $203.87 $231K - $286K
107K $19M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.83K
- 3.98%
$197.36 - $217.3 $755K - $832K
92.4K $18.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-11.2K
- 60.5%
$80.93 - $85.66 $910K - $963K
7.34K $594K
KO
Coca Cola CO

Consumer Defensive
-1.41K
- 2.36%
$61.74 - $71.71 $86.7K - $101K
58K $3.61M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.59K
- 2.53%
$79.93 - $88.06 $127K - $140K
61.3K $4.9M
GEF
Greif, Inc

Consumer Cyclical
-8.71K
- 64.21%
$60.32 - $72.15 $525K - $628K
4.85K $296K
XLE
Energy Sector Spdr

ETFs
-5.95K
- 70.05%
$83.32 - $97.27 $496K - $579K
2.54K $217K
UNH
Unitedhealth Group Inc

Healthcare
-161
- 3.63%
$485.52 - $625.25 $78.2K - $101K
4.27K $2.16M
AMD
Advanced Micro Devices Inc

Technology
-167
- 2.39%
$118.88 - $172.8 $19.9K - $28.9K
6.81K $822K
ELV
Elevance Health, Inc.

Healthcare
-166
- 9.86%
$365.96 - $514.62 $60.7K - $85.4K
1.52K $560K
ADBE
Adobe Inc.

Technology
-44
- 1.2%
$437.39 - $552.96 $19.2K - $24.3K
3.61K $1.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-228
- 1.05%
$442.29 - $483.08 $101K - $110K
21.5K $9.74M
PEP
Pepsico Inc

Consumer Defensive
-591
- 6.49%
$151.29 - $176.1 $89.4K - $104K
8.51K $1.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.86K
- 1.71%
$61.68 - $67.87 $238K - $262K
222K $13.8M
DHR
Danaher Corp

Healthcare
-277
- 7.64%
$226.16 - $274.52 $62.6K - $76K
3.35K $769K
VZ
Verizon Communications Inc

Communication Services
-2.68K
- 13.7%
$39.6 - $45.21 $106K - $121K
16.9K $675K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-259
- 1.54%
$131.66 - $144.0 $34.1K - $37.3K
16.5K $2.18M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.41K
- 3.18%
$50.67 - $50.9 $173K - $174K
104K $5.28M
AMAT
Applied Materials Inc

Technology
-112
- 2.93%
$161.44 - $213.89 $18.1K - $24K
3.71K $602K
HD
Home Depot, Inc.

Consumer Cyclical
-149
- 2.21%
$385.02 - $431.37 $57.4K - $64.3K
6.6K $2.57M
AMGN
Amgen Inc

Healthcare
-53
- 2.26%
$258.78 - $328.31 $13.7K - $17.4K
2.3K $598K
CI
Cigna Corp

Healthcare
-82
- 4.3%
$265.59 - $358.58 $21.8K - $29.4K
1.82K $503K
NVS
Novartis Ag

Healthcare
-122
- 1.5%
$96.78 - $117.18 $11.8K - $14.3K
7.99K $777K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-21
- 5.85%
$701.85 - $1046.91 $14.7K - $22K
338 $240K
AZN
Astrazeneca PLC

Healthcare
-161
- 1.72%
$63.2 - $79.58 $10.2K - $12.8K
9.17K $601K
SHEL
Shell PLC

Energy
-1.45K
- 14.55%
$60.63 - $70.23 $87.6K - $101K
8.49K $532K
CMCSA
Comcast Corp

Communication Services
-796
- 3.64%
$37.39 - $45.14 $29.8K - $35.9K
21.1K $790K
INTC
Intel Corp

Technology
-3.57K
- 24.12%
$19.07 - $26.23 $68.1K - $93.6K
11.2K $225K
CSX
Csx Corp

Industrials
-2.5K
- 16.28%
$31.58 - $36.88 $79K - $92.2K
12.9K $415K
MPC
Marathon Petroleum Corp

Energy
-346
- 12.14%
$131.65 - $174.84 $45.6K - $60.5K
2.51K $349K
UBER
Uber Technologies, Inc

Technology
-387
- 6.6%
$59.93 - $86.34 $23.2K - $33.4K
5.47K $330K
CNI
Canadian National Railway CO

Industrials
-332
- 7.31%
$100.62 - $117.12 $33.4K - $38.9K
4.21K $427K
HCA
Hca Healthcare, Inc.

Healthcare
-15
- 1.61%
$297.52 - $415.61 $4.46K - $6.23K
917 $275K
TD
Toronto Dominion Bank

Financial Services
-601
- 9.45%
$51.56 - $63.8 $31K - $38.3K
5.76K $306K
PDD
Pinduoduo Inc.

Consumer Cyclical
-11
- 0.45%
$94.39 - $154.27 $1.04K - $1.7K
2.42K $234K
FCX
Freeport Mcmoran Inc

Basic Materials
-291
- 4.19%
$38.08 - $50.82 $11.1K - $14.8K
6.66K $253K
SO
Southern CO

Utilities
-696
- 18.72%
$81.5 - $94.15 $56.7K - $65.5K
3.02K $248K
TTE
Total Energies Se

Energy
-1.27K
- 17.18%
N/A
6.11K $418K
CAT
Caterpillar Inc

Industrials
-32
- 1.33%
$360.37 - $416.88 $11.5K - $13.3K
2.37K $859K
UL
Unilever PLC

Consumer Defensive
-24
- 0.26%
$56.7 - $64.64 $1.36K - $1.55K
9.31K $528K
TGT
Target Corp

Consumer Defensive
-23
- 0.67%
$121.59 - $160.69 $2.8K - $3.7K
3.39K $457K
WF
Woori Financial Group Inc.

Financial Services
-487
- 3.95%
$31.21 - $37.04 $15.2K - $18K
11.9K $370K
PSX
Phillips 66

Energy
-86
- 2.71%
$110.35 - $138.93 $9.49K - $11.9K
3.08K $351K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-18
- 2.14%
$396.64 - $516.74 $7.14K - $9.3K
824 $331K
AGL
Agilon Health, Inc.

Healthcare
-1.35K
- 4.93%
$1.57 - $3.67 $2.11K - $4.94K
25.9K $49K
IX
Orix Corp

Financial Services
-316
- 14.18%
$104.38 - $117.09 $33K - $37K
1.91K $203K
ED
Consolidated Edison Inc

Utilities
-127
- 4.64%
$88.87 - $107.38 $11.3K - $13.6K
2.61K $233K
NI
Nisource Inc.

Utilities
-1.83K
- 24.16%
$33.74 - $38.25 $61.6K - $69.9K
5.74K $210K
JD
Jd.Com, Inc.

Consumer Cyclical
-350
- 4.89%
$33.35 - $47.1 $11.7K - $16.5K
6.81K $236K
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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