Pds Planning, Inc Reduced Holdings in Q3 2025

Pds Planning, Inc

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-934
- 2.69%
$82.58 - $105.54 $77.1K - $98.6K
33.8K $2.83M
NFLX
Netflix Inc

Communication Services
-43
- 1.61%
$1147.87 - $1297.18 $49.4K - $55.8K
2.63K $3.16M
LLY
Eli Lilly & CO

Healthcare
-388
- 5.26%
$625.65 - $812.69 $243K - $315K
6.99K $5.34M
ACN
Accenture PLC

Technology
-676
- 16.67%
$232.56 - $304.78 $157K - $206K
3.38K $833K
ELV
Elevance Health, Inc.

Healthcare
-587
- 24.23%
$274.66 - $395.76 $161K - $232K
1.84K $593K
ISRG
Intuitive Surgical Inc

Healthcare
-194
- 8.57%
$433.66 - $544.47 $84.1K - $106K
2.07K $925K
NVO
Novo Nordisk A S

Healthcare
-1.81K
- 13.34%
$45.38 - $71.7 $82K - $129K
11.7K $651K
ABT
Abbott Laboratories

Healthcare
-133
- 0.11%
$120.51 - $136.62 $16K - $18.2K
121K $16.2M
ADBE
Adobe Inc.

Technology
-379
- 9.73%
$333.65 - $392.1 $126K - $149K
3.52K $1.24M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.26K
- 4.81%
$50.81 - $51.07 $267K - $269K
104K $5.31M
SAP
Sap Se

Technology
-168
- 3.47%
$252.42 - $311.93 $42.4K - $52.4K
4.67K $1.25M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.19K
- 13.18%
$50.47 - $50.74 $212K - $213K
27.6K $1.4M
CNI
Canadian National Railway CO

Industrials
-1.6K
- 40.67%
$92.01 - $106.6 $148K - $171K
2.34K $220K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-518
- 11.05%
$196.15 - $217.83 $102K - $113K
4.17K $840K
AMT
American Tower Corp

Real Estate
-255
- 5.69%
$192.32 - $232.35 $49K - $59.2K
4.23K $812K
V
Visa Inc.

Financial Services
-37
- 0.31%
$332.09 - $358.86 $12.3K - $13.3K
12K $4.1M
XLK
Technology Sector Spdr

ETFs
-1.16K
- 21.42%
$250.97 - $282.66 $290K - $326K
4.24K $1.19M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-933
- 13.15%
$38.58 - $58.24 $36K - $54.3K
6.16K $241K
CI
Cigna Corp

Healthcare
-217
- 10.2%
$262.23 - $334.39 $56.9K - $72.6K
1.91K $550K
INFY
Infosys LTD

Technology
-2.56K
- 5.4%
$15.98 - $18.96 $40.9K - $48.5K
44.8K $728K
CRWD
Crowd Strike Holdings, Inc.

Technology
-200
- 8.16%
$412.46 - $514.1 $82.5K - $103K
2.25K $1.1M
MUB
Ishares National Muni Bond ETF

ETFs
-3.4K
- 3.14%
$103.24 - $106.68 $351K - $363K
105K $11.2M
IBM
International Business Machines Corp

Technology
-210
- 3.49%
$234.77 - $292.47 $49.3K - $61.4K
5.82K $1.64M
PM
Philip Morris International Inc.

Consumer Defensive
-101
- 1.75%
$157.77 - $183.27 $15.9K - $18.5K
5.66K $918K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.83K
- 24.93%
$84.28 - $89.46 $154K - $164K
5.51K $490K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.07K
- 16.86%
$57.1 - $70.52 $61.3K - $75.7K
5.29K $315K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.82K
- 1.44%
$50.85 - $51.35 $144K - $145K
193K $9.9M
CL
Colgate Palmolive CO

Consumer Defensive
-682
- 12.11%
$79.36 - $93.33 $54.1K - $63.7K
4.95K $395K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.35%
$5364.25 - $5815.92 $5.36K - $5.82K
281 $1.52M
SYK
Stryker Corp

Healthcare
-133
- 5.29%
$368.57 - $403.53 $49K - $53.7K
2.38K $880K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.27K
- 18.22%
$60.9 - $70.75 $77.5K - $90K
5.71K $356K
MAR
Marriott International Inc

Consumer Cyclical
-305
- 12.67%
$255.35 - $282.87 $77.9K - $86.3K
2.1K $547K
BSX
Boston Scientific Corp

Healthcare
-208
- 2.33%
$97.03 - $108.14 $20.2K - $22.5K
8.72K $851K
RELX
Relx PLC

Communication Services
-1.01K
- 11.16%
$45.13 - $54.19 $45.5K - $54.7K
8.03K $383K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-100
- 8.05%
$366.54 - $479.53 $36.7K - $48K
1.14K $447K
FTNT
Fortinet, Inc.

Technology
-144
- 3.49%
$74.39 - $107.65 $10.7K - $15.5K
3.99K $335K
SBUX
Starbucks Corp

Consumer Cyclical
-538
- 6.94%
$81.9 - $96.86 $44.1K - $52.1K
7.21K $610K
DIS
Walt Disney CO

Communication Services
-87
- 0.92%
$112.25 - $124.0 $9.77K - $10.8K
9.36K $1.07M
HLN
Haleon PLC

Healthcare
-6.92K
- 27.21%
$8.72 - $10.35 $60.4K - $71.7K
18.5K $166K
ICE
Intercontinental Exchange, Inc.

Financial Services
-217
- 5.83%
$167.28 - $188.45 $36.3K - $40.9K
3.51K $590K
HON
Honeywell International Inc

Industrials
-116
- 4.07%
$207.7 - $240.4 $24.1K - $27.9K
2.73K $575K
BMY
Bristol Myers Squibb CO

Healthcare
-1.71K
- 21.68%
$43.31 - $48.98 $74.2K - $83.9K
6.19K $279K
CTAS
Cintas Corp

Industrials
-182
- 7.26%
$199.29 - $226.27 $36.3K - $41.2K
2.33K $477K
ZTS
Zoetis Inc.

Healthcare
-346
- 13.27%
$141.13 - $159.19 $48.8K - $55.1K
2.26K $330K
ROP
Roper Technologies Inc

Industrials
-4
- 0.39%
$495.03 - $573.0 $1.98K - $2.29K
1.03K $511K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-740
- 17.78%
$132.9 - $142.03 $98.3K - $105K
3.42K $482K
CDW
Cdw Corp

Technology
-255
- 16.14%
$156.97 - $182.84 $40K - $46.6K
1.33K $211K
MKC
Mccormick & CO Inc

Consumer Defensive
-504
- 12.63%
$64.3 - $77.17 $32.4K - $38.9K
3.49K $233K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.02K
- 18.98%
$21.69 - $23.34 $87.2K - $93.8K
17.2K $399K
Activity Summary
Buys All Purchases 313 New Holdings 46 Increased Positions 267 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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