Pds Planning, Inc Reduced Holdings in Q1 2025

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-4.48K
- 0.85%
$84.95 - $100.62 $380K - $450K
520K $45.3M
BNDX
Vanguard Total International B

ETFs
-31.6K
- 3.62%
$48.33 - $49.5 $1.53M - $1.56M
842K $41.1M
VB
Vanguard Small Cap ETF

ETFs
-97
- 0.21%
$217.89 - $252.64 $21.1K - $24.5K
45.8K $10.1M
VGT
Vanguard Information Technolog

ETFs
-699
- 30.97%
$542.38 - $646.34 $379K - $452K
1.56K $845K
VTI
Vanguard Total Stock Market Et

ETFs
-46
- 0.22%
$271.18 - $303.12 $12.5K - $13.9K
21.1K $5.8M
IONQ
Ion Q, Inc.

Technology
-15
- 0.13%
$18.27 - $51.07 $274 - $766
11.8K $260K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.02K
- 12.5%
$50.39 - $50.66 $202K - $203K
28.1K $1.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-183
- 8.14%
$468.34 - $539.52 $85.7K - $98.7K
2.06K $967K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-1.27K
- 8.14%
$28.45 - $41.08 $36.2K - $52.2K
14.3K $434K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.72K
- 4.65%
$21.23 - $23.75 $57.7K - $64.5K
55.7K $1.2M
TGT
Target Corp

Consumer Defensive
-154
- 4.55%
$103.65 - $142.5 $16K - $21.9K
3.23K $337K
SRE
Sempra Energy

Utilities
-642
- 15.13%
$67.85 - $87.67 $43.6K - $56.3K
3.6K $256K
GAL
Ssga Active ETF Tr

ETFs
-2.42K
- 11.91%
$43.75 - $45.8 $106K - $111K
17.9K $800K
CNI
Canadian National Railway CO

Industrials
-773
- 18.36%
$95.46 - $106.79 $73.8K - $82.5K
3.44K $334K
IEMG
Ishares Inc

ETFs
-1.72K
- 0.86%
N/A
199K $10.7M
SUB
Ishares Short Term National Mu

ETFs
-854
- 1.27%
$105.3 - $106.24 $89.9K - $90.7K
66.5K $7.02M
SNPS
Synopsys Inc

Technology
-53
- 5.13%
$428.58 - $551.54 $22.7K - $29.2K
981 $420K
CMCSA
Comcast Corp

Communication Services
-1.38K
- 6.54%
$33.19 - $38.23 $45.7K - $52.7K
19.7K $726K
APP
App Lovin Corp

Technology
-6
- 0.57%
$238.08 - $510.13 $1.43K - $3.06K
1.05K $278K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-189
- 8.36%
$102.49 - $119.96 $19.4K - $22.7K
2.07K $216K
GIS
General Mills Inc

Consumer Defensive
-400
- 9.73%
$57.56 - $65.3 $23K - $26.1K
3.71K $221K
ABEV
Ambev S.A.

Consumer Defensive
-25.7K
- 62.37%
$1.77 - $2.37 $45.5K - $61K
15.5K $36K
AOR
Ishares Tr Core Growth Allocat

ETFs
-757
- 5.02%
$56.63 - $59.39 $42.9K - $45K
14.3K $824K
PABU
Ishares Tr Ishares Paris Align

ETFs
-122
- 2.14%
$59.33 - $66.86 $7.24K - $8.16K
5.58K $334K
NIO
Nio Inc.

Consumer Cyclical
-5.72K
- 25.08%
$3.75 - $5.22 $21.4K - $29.8K
17.1K $65K
HMC
Honda Motor CO LTD

Consumer Cyclical
-728
- 7.36%
$26.9 - $30.41 $19.6K - $22.1K
9.17K $248K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1
- 0.09%
$247.97 - $296.33 $248 - $296
1.09K $273K
ABNB
Airbnb, Inc.

Consumer Cyclical
-35
- 1.66%
$119.38 - $161.42 $4.18K - $5.65K
2.08K $247K
IWM
Ishares Russell 2000 ETF

ETFs
-29
- 2.6%
$198.1 - $229.79 $5.74K - $6.66K
1.09K $217K
IWP
Ishares Russell Mid Cap Growth

ETFs
-16
- 0.64%
$114.9 - $139.6 $1.84K - $2.23K
2.49K $292K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-822
- 32.24%
$23.16 - $27.04 $19K - $22.2K
1.73K $40K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-310
- 2.14%
$110.75 - $119.78 $34.3K - $37.1K
14.2K $1.64M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.64%
$522.96 - $601.18 $1.57K - $1.8K
468 $249K
VHT
Vanguard Health Care ETF

ETFs
-173
- 6.56%
$254.06 - $273.83 $44K - $47.4K
2.47K $652K
ED
Consolidated Edison Inc

Utilities
-562
- 21.51%
$88.0 - $110.59 $49.5K - $62.2K
2.05K $226K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-65
- 0.94%
$54.25 - $57.64 $3.53K - $3.75K
6.84K $376K
IWD
Ishares Russell 1000 Val ETF

ETFs
-48
- 3.63%
$182.82 - $196.21 $8.78K - $9.42K
1.27K $239K
XLE
Energy Sector Spdr

ETFs
-237
- 9.32%
$85.7 - $93.96 $20.3K - $22.3K
2.31K $215K
STXK
Ea Ser Tr Strive 2000 ETF
-1
- 0.01%
N/A
16.1K $0
GEFB
Greif, Inc. Cl B
-194
- 2.07%
N/A
9.16K $0
Ea Series Trust
-89
- 0.69%
N/A
12.9K $0
G
Genpact LTD

Technology
-879
- 11.86%
$42.88 - $55.54 $37.7K - $48.8K
6.53K $328K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-320
- 0.74%
$47.59 - $48.35 $15.2K - $15.5K
43.2K $2.09M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-307
- 1.86%
$128.74 - $138.67 $39.5K - $42.6K
16.2K $2.2M
EGP
Eastgroup Properties Inc

Real Estate
-28
- 1.59%
$155.63 - $187.46 $4.36K - $5.25K
1.73K $304K
VDE
Vanguard Energy ETF

ETFs
-27
- 0.62%
$119.14 - $132.76 $3.22K - $3.58K
4.3K $557K
VTV
Vanguard Value ETF

ETFs
-12
- 0.1%
$167.73 - $179.21 $2.01K - $2.15K
11.5K $1.99M
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.43K
- 4.64%
$56.51 - $62.98 $307K - $342K
112K $6.76M
AGL
Agilon Health, Inc.

Healthcare
-1.31K
- 5.05%
$1.92 - $4.61 $2.52K - $6.04K
24.6K $106K
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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