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
STE
Steris PLC

Healthcare
-91
- 8.88%
$208.55 - $252.55 $19K - $23K
934 $224K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-640
- 4.89%
$3.97 - $5.84 $2.54K - $3.74K
12.4K $62K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-155
- 1.76%
$24.66 - $25.17 $3.82K - $3.9K
8.67K $218K
Gsk PLC
-80
- 1.28%
N/A
6.18K $0
CRH.L
Crh PLC

Basic Materials
-57
- 1.73%
N/A
3.23K $0
GIB
Cgi Inc

Technology
-101
- 4.75%
$96.47 - $109.59 $9.74K - $11.1K
2.02K $212K
SYY
Sysco Corp

Consumer Defensive
-26
- 1.12%
$68.0 - $75.91 $1.77K - $1.97K
2.3K $174K
Canadian Pacific Kansas City
-636
- 11.35%
N/A
4.97K $0
MMM
3 M CO

Industrials
-159
- 3.06%
$126.09 - $154.15 $20K - $24.5K
5.03K $765K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-161
- 6.54%
$72.96 - $90.39 $11.7K - $14.6K
2.3K $205K
TEF
Telefonica S A

Communication Services
-192
- 1.53%
$4.37 - $5.39 $839 - $1.03K
12.4K $64K
CBOE
Cboe Global Markets, Inc.

Financial Services
-20
- 1.34%
$205.81 - $234.23 $4.12K - $4.68K
1.48K $344K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17
- 0.82%
$90.56 - $109.49 $1.54K - $1.86K
2.06K $224K
CMI
Cummins Inc

Industrials
-12
- 1.4%
$267.12 - $336.65 $3.21K - $4.04K
844 $276K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-5
- 0.15%
$109.83 - $131.67 $549 - $658
3.32K $420K
CX
Cemex Sab De Cv

Basic Materials
-1.11K
- 7.26%
$5.02 - $7.19 $5.59K - $8K
14.2K $98K
IX
Orix Corp

Financial Services
-225
- 2.07%
$18.25 - $22.52 $4.11K - $5.07K
10.6K $239K
OMF
One Main Holdings, Inc.

Financial Services
-353
- 8.22%
$40.42 - $57.0 $14.3K - $20.1K
3.94K $224K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-16
- 0.59%
$52.84 - $65.52 $845 - $1.05K
2.72K $177K
KEYS
Keysight Technologies, Inc.

Technology
-3
- 0.22%
$127.02 - $165.4 $381 - $496
1.39K $227K
APP
App Lovin Corp

Technology
-198
- 18.86%
$219.37 - $417.89 $43.4K - $82.7K
852 $298K
NDAQ
Nasdaq, Inc.

Financial Services
-104
- 3.71%
$66.4 - $89.42 $6.91K - $9.3K
2.7K $241K
PABU
Ishares Tr Ishares Paris Align

ETFs
-110
- 1.97%
$53.19 - $66.86 $5.85K - $7.35K
5.47K $365K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-74
- 0.61%
$33.46 - $41.33 $2.48K - $3.06K
12K $496K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-51
- 1.71%
$108.06 - $135.3 $5.51K - $6.9K
2.93K $396K
PODD
Insulet Corp

Healthcare
-11
- 1.39%
$238.57 - $327.47 $2.62K - $3.6K
781 $245K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-50
- 0.78%
$58.52 - $71.7 $2.93K - $3.59K
6.36K $437K
CHT
Chunghwa Telecom CO LTD

Communication Services
-1.86K
- 10.36%
$37.72 - $46.87 $70.2K - $87.2K
16.1K $750K
AOR
Ishares Tr Core Growth Allocat

ETFs
-187
- 1.31%
$53.36 - $61.57 $9.98K - $11.5K
14.1K $870K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-144
- 2.1%
$50.08 - $63.14 $7.21K - $9.09K
6.7K $422K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-48
- 1.07%
$70.56 - $92.75 $3.39K - $4.45K
4.45K $399K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-4
- 0.01%
$11.9 - $15.57 $47.6 - $62.3
31.9K $489K
GEF
Greif, Inc

Consumer Cyclical
-401
- 4.79%
$49.01 - $66.46 $19.7K - $26.7K
7.97K $518K
SHOP
Shopify Inc.

Technology
-1.19K
- 10.91%
$76.89 - $115.35 $91.2K - $137K
9.69K $1.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-165
- 7.99%
$416.06 - $551.64 $68.6K - $91K
1.9K $1.05M
BAC
Bank Of America Corp

Financial Services
-1.08K
- 3.84%
$34.39 - $47.46 $37.2K - $51.4K
27.1K $1.28M
TT
Trane Technologies PLC

Industrials
-3
- 0.26%
$315.21 - $437.41 $946 - $1.31K
1.16K $506K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-154
- 0.28%
$19.1 - $23.83 $2.94K - $3.67K
55.6K $1.32M
VST
Vistra Corp.

Utilities
-11
- 0.64%
$98.07 - $195.04 $1.08K - $2.15K
1.71K $330K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-36
- 2.18%
$177.93 - $313.14 $6.41K - $11.3K
1.61K $505K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-817
- 0.41%
$50.09 - $51.09 $40.9K - $41.7K
196K $10M
KEP
Korea Electric Power Corp

Utilities
-64
- 0.24%
$7.24 - $14.63 $463 - $936
26.8K $380K
ASML
Asml Holding Nv

Technology
-17
- 1.07%
$595.37 - $815.24 $10.1K - $13.9K
1.58K $1.26M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-101
- 0.71%
$104.23 - $134.39 $10.5K - $13.6K
14.1K $1.89M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-713
- 1.19%
$75.29 - $91.16 $53.7K - $65K
59.3K $5.34M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.64K
- 3.26%
$54.19 - $67.22 $197K - $245K
108K $7.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.54K
- 1.94%
$51.16 - $62.02 $232K - $282K
229K $14.2M
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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