Pinnacle Wealth Planning Services
Latest statistics and disclosures from Pinnacle Wealth Planning Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FLTR, ET, SPSM, SPYV, MSFT, and represent 36.54% of Pinnacle Wealth Planning Services's stock portfolio.
- Added to shares of these 10 stocks: FL, SPSM, WMT, SMCI, SPAB, IWM, BTI, MSTR, EMTL, AVGO.
- Started 56 new stock positions in GPRO, ROST, RITM, VMD, WTI, PTEN, SYY, EXP, CLNE, BX.
- Reduced shares in these 10 stocks: FLTR (-$8.6M), FSK (-$6.5M), ET, F, WFC, , VKTX, NVDA, AGG, AJG.
- Sold out of its positions in AWP, BABA, ATI, OZK, BCRX, BL, BGY, BXP, BHR, BMY.
- Pinnacle Wealth Planning Services was a net seller of stock by $-9.9M.
- Pinnacle Wealth Planning Services has $683M in assets under management (AUM), dropping by 7.22%.
- Central Index Key (CIK): 0001726752
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Portfolio Holdings for Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services holds 507 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Pinnacle Wealth Planning Services has 507 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pinnacle Wealth Planning Services March 31, 2024 positions
- Download the Pinnacle Wealth Planning Services March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Ig Floating Rate Etf Etf (FLTR) | 12.1 | $83M | -9% | 3.4M | 24.21 |
|
| Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) | 9.5 | $65M | -5% | 4.1M | 15.73 |
|
| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 8.9 | $61M | +3% | 1.4M | 43.04 |
|
| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 3.3 | $23M | 451k | 50.10 |
|
|
| Microsoft Stock (MSFT) | 2.7 | $18M | 43k | 420.72 |
|
|
| Apple Stock (AAPL) | 2.2 | $15M | 89k | 171.48 |
|
|
| Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 2.1 | $15M | +4% | 575k | 25.28 |
|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 1.9 | $13M | 177k | 73.15 |
|
|
| Nvidia Corp Stock (NVDA) | 1.9 | $13M | -4% | 14k | 903.56 |
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 1.6 | $11M | 183k | 61.53 |
|
|
| Amazon.com Stock (AMZN) | 1.4 | $9.9M | -3% | 55k | 180.38 |
|
| Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) | 1.1 | $7.5M | +4% | 177k | 42.19 |
|
| Ishares Msci Eafe Value Index Etf Etf (EFV) | 1.0 | $7.0M | +4% | 129k | 54.40 |
|
| Meta Platforms Inc Cl A Stock (META) | 1.0 | $6.7M | 14k | 485.58 |
|
|
| Google Stock (GOOGL) | 0.7 | $5.0M | -2% | 33k | 150.93 |
|
| Ishares S&p 500 Index Etf (IVV) | 0.7 | $4.7M | +6% | 9.0k | 525.73 |
|
| Ishares Msci Eafe Growth Index Etf Etf (EFG) | 0.7 | $4.6M | +2% | 45k | 103.79 |
|
| Ishares Aggregate Bond Etf Etf (AGG) | 0.7 | $4.6M | -11% | 47k | 97.94 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.7 | $4.5M | 56k | 79.86 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.6 | $4.4M | 24k | 179.11 |
|
|
| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.6 | $4.4M | +3% | 148k | 29.53 |
|
| Foot Locker Stock (FL) | 0.6 | $4.3M | +116% | 152k | 28.50 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.6 | $4.1M | 9.8k | 420.52 |
|
|
| Spdr S&p 500 Etf Etf (SPY) | 0.6 | $4.0M | 7.6k | 523.07 |
|
|
| Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf Etf (BBHY) | 0.6 | $3.9M | +7% | 84k | 46.19 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.6 | $3.8M | -3% | 11k | 337.04 |
|
| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.5 | $3.7M | +2% | 104k | 36.19 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $3.7M | 24k | 152.26 |
|
|
| Visa Stock (V) | 0.5 | $3.6M | 13k | 279.08 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $3.6M | 18k | 200.29 |
|
|
| Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX) | 0.5 | $3.6M | +2% | 192k | 18.64 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $3.2M | +7% | 4.1k | 777.96 |
|
| Mcdonalds Corp Stock (MCD) | 0.5 | $3.1M | -4% | 11k | 281.95 |
|
| Sherwin Williams Stock (SHW) | 0.5 | $3.1M | 9.0k | 347.33 |
|
|
| Dimensional U.s. Equity Etf Etf (DFUS) | 0.5 | $3.1M | -3% | 55k | 56.98 |
|
| Unitedhealth Group Stock (UNH) | 0.4 | $3.0M | 6.0k | 494.66 |
|
|
| Procter And Gamble Stock (PG) | 0.4 | $2.9M | -2% | 18k | 162.25 |
|
| Pepsico Stock (PEP) | 0.4 | $2.9M | -4% | 16k | 175.01 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $2.8M | +3% | 25k | 116.24 |
|
| Tesla Motors Stock (TSLA) | 0.4 | $2.8M | -5% | 16k | 175.79 |
|
| Avago Technologies Stock (AVGO) | 0.4 | $2.8M | +13% | 2.1k | 1325.41 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $2.7M | +18% | 13k | 210.30 |
|
| Abbvie Stock (ABBV) | 0.4 | $2.7M | 15k | 182.10 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.4 | $2.5M | 16k | 158.19 |
|
|
| Mastercard Stock (MA) | 0.4 | $2.5M | -2% | 5.2k | 481.57 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.4 | $2.4M | 2.5k | 970.47 |
|
|
| Home Depot Stock (HD) | 0.4 | $2.4M | 6.3k | 383.60 |
|
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.4 | $2.4M | 41k | 58.73 |
|
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.3 | $2.3M | 21k | 110.52 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.3 | $2.2M | 11k | 201.50 |
|
|
| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.3 | $2.2M | 17k | 128.40 |
|
|
| Gallagher Arthur J &co Stock (AJG) | 0.3 | $2.1M | -19% | 8.4k | 250.04 |
|
| Merck & Co Stock (MRK) | 0.3 | $2.0M | 15k | 131.95 |
|
|
| Chevron Corp Stock (CVX) | 0.3 | $2.0M | -7% | 13k | 157.74 |
|
| Netflix Stock (NFLX) | 0.3 | $1.9M | 3.1k | 607.33 |
|
|
| Wisdomtree International Equity Fund Etf (DWM) | 0.3 | $1.9M | -10% | 34k | 54.80 |
|
| Nordson Corp Stock (NDSN) | 0.3 | $1.8M | 6.4k | 274.54 |
|
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.2 | $1.7M | +2% | 4.9k | 346.57 |
|
| Adobe Sys Stock (ADBE) | 0.2 | $1.7M | 3.4k | 504.52 |
|
|
| Costco Wholesale Corp Stock (COST) | 0.2 | $1.7M | 2.3k | 732.63 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $1.6M | 9.4k | 169.37 |
|
|
| Linde Stock (LIN) | 0.2 | $1.6M | 3.4k | 464.32 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.6M | -8% | 2.7k | 581.10 |
|
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.2 | $1.5M | +6% | 11k | 136.05 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $1.5M | -8% | 8.5k | 180.49 |
|
| Walmart Stock (WMT) | 0.2 | $1.5M | +201% | 25k | 60.17 |
|
| Bank America Corp Stock (BAC) | 0.2 | $1.5M | +2% | 39k | 37.92 |
|
| Salesforce Stock (CRM) | 0.2 | $1.5M | 4.9k | 301.18 |
|
|
| Intel Corp Stock (INTC) | 0.2 | $1.5M | 34k | 44.17 |
|
|
| Conocophillips Stock (COP) | 0.2 | $1.5M | +2% | 12k | 127.28 |
|
| Intuit Stock (INTU) | 0.2 | $1.5M | -4% | 2.3k | 650.00 |
|
| Ft Vest U.s. Equity Deep Buffer Etf - July Etf (DJUL) | 0.2 | $1.5M | +8% | 38k | 38.68 |
|
| Caterpillar Stock (CAT) | 0.2 | $1.4M | 3.9k | 366.43 |
|
|
| Stellantis Stock (STLA) | 0.2 | $1.4M | 50k | 28.30 |
|
|
| United States Gasoline Fund Etf (UGA) | 0.2 | $1.3M | 19k | 70.93 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $1.3M | 31k | 43.35 |
|
|
| Ft Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG) | 0.2 | $1.3M | 36k | 37.00 |
|
|
| Sap Aktiengesellschaft Adr (SAP) | 0.2 | $1.3M | -2% | 6.7k | 195.03 |
|
| Oracle Corporation Stock (ORCL) | 0.2 | $1.3M | +4% | 10k | 125.61 |
|
| Astrazeneca Plc- Spons Adr (AZN) | 0.2 | $1.3M | 19k | 67.75 |
|
|
| Abbott Labs Stock (ABT) | 0.2 | $1.3M | 11k | 113.66 |
|
|
| S&p Global Stock (SPGI) | 0.2 | $1.3M | 3.0k | 425.38 |
|
|
| Cisco Sys Stock (CSCO) | 0.2 | $1.3M | -4% | 25k | 49.91 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.2 | $1.3M | 6.1k | 205.98 |
|
|
| Coca Cola Stock (KO) | 0.2 | $1.2M | -2% | 20k | 61.18 |
|
| Fs Kkr Cap Corp Cef (FSK) | 0.2 | $1.2M | -84% | 63k | 19.07 |
|
| Canadian Pac Railway Stock (CP) | 0.2 | $1.1M | +5% | 13k | 88.17 |
|
| Qualcomm Stock (QCOM) | 0.2 | $1.1M | -2% | 6.7k | 169.30 |
|
| Lowes Cos Stock (LOW) | 0.2 | $1.1M | 4.4k | 254.73 |
|
|
| Eaton Corp Stock (ETN) | 0.2 | $1.1M | -3% | 3.5k | 312.68 |
|
| Intuitive Surgical Stock (ISRG) | 0.2 | $1.1M | 2.7k | 399.09 |
|
|
| Applied Matls Stock (AMAT) | 0.2 | $1.1M | -10% | 5.3k | 206.23 |
|
| Icici Bank Adr (IBN) | 0.2 | $1.1M | +6% | 41k | 26.41 |
|
| Valero Energy Corp Stock (VLO) | 0.2 | $1.1M | 6.2k | 170.69 |
|
|
| Danaher Corp Stock (DHR) | 0.2 | $1.1M | -2% | 4.2k | 249.72 |
|
| American Express Stock (AXP) | 0.2 | $1.0M | 4.6k | 227.69 |
|
|
| Progressive Corp Stock (PGR) | 0.2 | $1.0M | 5.0k | 206.82 |
|
|
| Uber Technologies Stock (UBER) | 0.2 | $1.0M | +45% | 13k | 76.99 |
|
| Nike Inc Class B Stock (NKE) | 0.1 | $1.0M | +12% | 11k | 93.98 |
|
| Ferrari N V Stock (RACE) | 0.1 | $976k | 2.2k | 435.94 |
|
|
| Wells Fargo Stock (WFC) | 0.1 | $949k | -50% | 16k | 57.96 |
|
| Phillips 66 Stock (PSX) | 0.1 | $947k | 5.8k | 163.34 |
|
|
| Intl Business Machines Stock (IBM) | 0.1 | $942k | -4% | 4.9k | 190.96 |
|
| Service Now Stock (NOW) | 0.1 | $932k | -2% | 1.2k | 762.40 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $917k | +33% | 4.9k | 186.81 |
|
| Royal Dutch Shell Plc- Adr (SHEL) | 0.1 | $908k | 14k | 67.04 |
|
|
| Disney Walt Stock (DIS) | 0.1 | $908k | 7.4k | 122.36 |
|
|
| Philip Morris Intl Stock (PM) | 0.1 | $905k | +2% | 9.9k | 91.62 |
|
| Ge Aerospace Stock (GE) | 0.1 | $871k | 5.0k | 175.53 |
|
|
| Honeywell Intl Stock (HON) | 0.1 | $860k | 4.2k | 205.24 |
|
|
| Prologis Share Beneficial Int Reit (PLD) | 0.1 | $859k | +2% | 6.6k | 130.22 |
|
| Rtx Corporation Stock (RTX) | 0.1 | $842k | 8.6k | 97.53 |
|
|
| Blackrock Stock (BLK) | 0.1 | $821k | 985.00 | 833.70 |
|
|
| Parker-hannifin Corp Stock (PH) | 0.1 | $819k | 1.5k | 555.79 |
|
|
| Pfizer Stock (PFE) | 0.1 | $786k | -18% | 28k | 27.75 |
|
| Verizon Communications Stock (VZ) | 0.1 | $784k | +5% | 19k | 41.96 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $779k | 1.9k | 417.69 |
|
|
| Analog Devices Stock (ADI) | 0.1 | $779k | 3.9k | 197.79 |
|
|
| Chubb Stock (CB) | 0.1 | $777k | 3.0k | 259.13 |
|
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| Amgen Stock (AMGN) | 0.1 | $769k | 2.7k | 284.32 |
|
|
| Super Micro Computer Stock (SMCI) | 0.1 | $762k | NEW | 754.00 | 1010.03 |
|
| Tjx Cos Stock (TJX) | 0.1 | $755k | 7.4k | 101.42 |
|
|
| BP Adr (BP) | 0.1 | $737k | -5% | 20k | 37.68 |
|
| Zoetis Inc Com Cl A Stock (ZTS) | 0.1 | $732k | +2% | 4.3k | 169.21 |
|
| Intercontinentalexchintl Stock (ICE) | 0.1 | $730k | +2% | 5.3k | 137.43 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $719k | +7% | 2.9k | 245.93 |
|
| Target Corp Stock (TGT) | 0.1 | $714k | 4.0k | 177.21 |
|
|
| Stryker Corp Stock (SYK) | 0.1 | $711k | 2.0k | 357.87 |
|
|
| At&t Stock (T) | 0.1 | $705k | -15% | 40k | 17.60 |
|
| Ase Technology Hldg Adr (ASX) | 0.1 | $702k | 64k | 10.99 |
|
|
| Amphenol Corp Cl A Stock (APH) | 0.1 | $701k | 6.1k | 115.35 |
|
|
| Lam Research Corp Stock (LRCX) | 0.1 | $699k | -26% | 719.00 | 971.57 |
|
| Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI) | 0.1 | $689k | 12k | 57.86 |
|
|
| Grainger W W Stock (GWW) | 0.1 | $685k | 673.00 | 1017.30 |
|
|
| Deere & Co Stock (DE) | 0.1 | $685k | +9% | 1.7k | 410.62 |
|
| Boeing Stock (BA) | 0.1 | $684k | -5% | 3.5k | 192.99 |
|
| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 0.1 | $672k | 2.3k | 288.03 |
|
|
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $658k | 7.0k | 94.41 |
|
|
| Prudential Finl Stock (PRU) | 0.1 | $657k | 5.6k | 117.40 |
|
|
| Texas Instrs Stock (TXN) | 0.1 | $648k | -2% | 3.7k | 174.21 |
|
| Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) | 0.1 | $648k | 12k | 53.71 |
|
|
| Emerson Elec Stock (EMR) | 0.1 | $637k | 5.6k | 113.42 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $636k | 1.4k | 454.87 |
|
|
| Viking Therapeutics Stock (VKTX) | 0.1 | $626k | -51% | 7.6k | 82.00 |
|
| Nextera Energy Stock (NEE) | 0.1 | $621k | -2% | 9.7k | 63.91 |
|
| Aon Corp Stock (AON) | 0.1 | $620k | 1.9k | 333.72 |
|
|
| United Parcel Service Stock (UPS) | 0.1 | $619k | +2% | 4.2k | 148.63 |
|
| Toyota Motor Corp Ads Adr (TM) | 0.1 | $615k | +35% | 2.4k | 251.68 |
|
| Ishares Msci Eafe Small Cap Etf Etf (SCZ) | 0.1 | $613k | 9.7k | 63.33 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.1 | $612k | +9% | 8.3k | 73.35 |
|
| Watsco Stock (WSO) | 0.1 | $609k | 1.4k | 431.97 |
|
|
| Booking Holdings Stock (BKNG) | 0.1 | $606k | 167.00 | 3627.88 |
|
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| Ford Motor Company Stock (F) | 0.1 | $594k | -63% | 45k | 13.28 |
|
| Synopsys Stock (SNPS) | 0.1 | $590k | -3% | 1.0k | 571.50 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $588k | 611.00 | 962.49 |
|
|
| Metlife Stock (MET) | 0.1 | $582k | +4% | 7.8k | 74.11 |
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| Southern Stock (SO) | 0.1 | $582k | +2% | 8.1k | 71.74 |
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| Atlassian Corporation Cl A Stock (TEAM) | 0.1 | $581k | 3.0k | 195.08 |
|
|
| Gilead Sciences Stock (GILD) | 0.1 | $578k | -10% | 7.9k | 73.25 |
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| Csx Corp Stock (CSX) | 0.1 | $577k | 16k | 37.07 |
|
|
| Cigna Corp Stock (CI) | 0.1 | $576k | 1.6k | 363.19 |
|
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| Barclays Adr (BCS) | 0.1 | $576k | 61k | 9.45 |
|
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| Boston Scientific Corp Stock (BSX) | 0.1 | $574k | -2% | 8.4k | 68.49 |
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| Thomson Reuters Corporation Stock (TRI) | 0.1 | $570k | 3.7k | 155.83 |
|
|
| D R Horton Stock (DHI) | 0.1 | $568k | -2% | 3.4k | 164.55 |
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| Copart Stock (CPRT) | 0.1 | $562k | -5% | 9.7k | 57.92 |
|
| United Microelectronics Corpor Sponsored A Adr (UMC) | 0.1 | $562k | 69k | 8.09 |
|
|
| Ishares Amt-free Muni Bond Etf Etf (MUB) | 0.1 | $555k | -14% | 5.2k | 107.60 |
|
| Infosys Adr (INFY) | 0.1 | $554k | +35% | 31k | 17.93 |
|
| Relx Adr (RELX) | 0.1 | $546k | 13k | 43.29 |
|
|
| Elevance Health Stock (ELV) | 0.1 | $545k | 1.1k | 518.54 |
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| Spdr Gold Etf Etf (GLD) | 0.1 | $539k | 2.6k | 205.72 |
|
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| Cvs Health Corp Stock (CVS) | 0.1 | $537k | 6.7k | 79.76 |
|
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| Novartis Adr (NVS) | 0.1 | $533k | +2% | 5.5k | 96.73 |
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| Sony Group Corp Adr (SONY) | 0.1 | $530k | 6.2k | 85.74 |
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| Diageo Adr (DEO) | 0.1 | $530k | +12% | 3.6k | 148.74 |
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| Nucor Corp Stock (NUE) | 0.1 | $529k | +26% | 2.7k | 197.90 |
|
| Sprouts Fmrs Mkt Stock (SFM) | 0.1 | $525k | 8.1k | 64.48 |
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| Equinix Reit (EQIX) | 0.1 | $521k | +3% | 632.00 | 824.68 |
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| Anheuser Busch Adr (BUD) | 0.1 | $515k | 8.5k | 60.78 |
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| T-mobile Us Stock (TMUS) | 0.1 | $515k | 3.2k | 163.22 |
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| Pulte Group Stock (PHM) | 0.1 | $514k | 4.3k | 120.62 |
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| Monster Beverage Corp Stock (MNST) | 0.1 | $514k | 8.7k | 59.28 |
|
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| Palo Alto Networks Stock (PANW) | 0.1 | $512k | -7% | 1.8k | 284.05 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $511k | +10% | 7.6k | 66.99 |
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| Powershares Qqq Tr Etf (QQQ) | 0.1 | $511k | 1.2k | 444.01 |
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| Icon Stock (ICLR) | 0.1 | $509k | 1.5k | 335.95 |
|
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| O Reilly Automotive Stock (ORLY) | 0.1 | $508k | 450.00 | 1128.88 |
|
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| Kla-tencor Corp Stock (KLAC) | 0.1 | $507k | -2% | 725.00 | 698.57 |
|
| Arista Networks Stock (ANET) | 0.1 | $503k | 1.7k | 289.98 |
|
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| General Dynamics Corp Stock (GD) | 0.1 | $502k | +2% | 1.8k | 282.49 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $498k | 2.0k | 249.74 |
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| Waste Management Stock (WM) | 0.1 | $496k | 2.3k | 213.15 |
|
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| Starbucks Corp Stock (SBUX) | 0.1 | $494k | 5.4k | 91.40 |
|
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| Cintas Corp Stock (CTAS) | 0.1 | $492k | 716.00 | 687.03 |
|
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| Shinhan Finl Group Adr F Adr (SHG) | 0.1 | $480k | 14k | 35.49 |
|
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| Woori Finl Group Adr (WF) | 0.1 | $474k | 15k | 32.43 |
|
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $468k | -18% | 6.7k | 70.00 |
|
| Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin Us86562m2098 Adr (SMFG) | 0.1 | $464k | +4% | 39k | 11.77 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $464k | +40% | 2.2k | 213.31 |
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| Sanofi Sa Adr (SNY) | 0.1 | $464k | -2% | 9.5k | 48.60 |
|
| Constellation Energy Corp Stock (CEG) | 0.1 | $462k | 2.5k | 184.85 |
|
|
| Vertex Pharmaceuticals In Stock (VRTX) | 0.1 | $461k | 1.1k | 418.01 |
|
|
| Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) | 0.1 | $459k | 45k | 10.23 |
|
|
| Canadian Natural Resources Stock (CNQ) | 0.1 | $455k | 6.0k | 76.32 |
|
|
| Johnson Ctls Stock (JCI) | 0.1 | $454k | 6.9k | 65.32 |
|
|
| Wipro Ltd Spon Adr 1 Sh Adr (WIT) | 0.1 | $452k | +2% | 79k | 5.75 |
|
| Us Bancorp Del Stock (USB) | 0.1 | $448k | +23% | 10k | 44.70 |
|
| Kinder Morgan Stock (KMI) | 0.1 | $444k | +3% | 24k | 18.34 |
|
| Mckesson Corp Stock (MCK) | 0.1 | $443k | 826.00 | 536.85 |
|
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.1 | $440k | 8.0k | 54.81 |
|
|
| Rio Tinto Adr (RIO) | 0.1 | $440k | -10% | 6.9k | 63.74 |
|
| Bank New York Mellon Corp Stock (BK) | 0.1 | $436k | 7.6k | 57.62 |
|
|
| Ares Capital Corp Cef (ARCC) | 0.1 | $433k | 21k | 20.82 |
|
|
| GSK Adr (GSK) | 0.1 | $432k | -6% | 10k | 42.87 |
|
| General Motors Corp Stock (GM) | 0.1 | $432k | 9.5k | 45.35 |
|
|
| Bhp Group Adr (BHP) | 0.1 | $431k | +4% | 7.5k | 57.69 |
|
| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $431k | +2% | 6.5k | 66.78 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $430k | -8% | 148.00 | 2906.77 |
|
| Ameriprise Financial Stock (AMP) | 0.1 | $428k | 977.00 | 438.44 |
|
|
| Installed Bldg Prods Stock (IBP) | 0.1 | $427k | 1.7k | 258.73 |
|
|
| A C N B Corp Stock (ACNB) | 0.1 | $427k | 11k | 37.60 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $421k | 10k | 41.08 |
|
|
| Textron Stock (TXT) | 0.1 | $421k | 4.4k | 95.93 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $417k | +2% | 2.6k | 161.57 |
|
| Ing Groep Nv Adr (ING) | 0.1 | $411k | +8% | 25k | 16.49 |
|
| United Rentals Stock (URI) | 0.1 | $411k | 570.00 | 721.11 |
|
|
| Quanta Services Stock (PWR) | 0.1 | $403k | 1.6k | 259.80 |
|
|
| Fiserv Stock (FI) | 0.1 | $402k | 2.5k | 159.82 |
|
|
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $401k | -7% | 4.2k | 95.56 |
|
| Autodesk Stock (ADSK) | 0.1 | $396k | 1.5k | 260.42 |
|
|
| British American Tobacco Adr (BTI) | 0.1 | $393k | NEW | 13k | 30.50 |
|
| Freeport Mcmoran Copper Stock (FCX) | 0.1 | $391k | 8.3k | 47.02 |
|
|
| Cdw Corp Com Usd0.01 Stock (CDW) | 0.1 | $390k | +13% | 1.5k | 255.78 |
|
| Diamondback Energy Stock (FANG) | 0.1 | $387k | +9% | 2.0k | 198.17 |
|
| Vanguard Ultra-short Bond Etf Etf (VUSB) | 0.1 | $384k | +26% | 7.7k | 49.55 |
|
| Cadence Design System Stock (CDNS) | 0.1 | $383k | 1.2k | 311.28 |
|
|
| Yum! Brands Stock (YUM) | 0.1 | $381k | 2.7k | 138.66 |
|
|
| Transdigm Group Inc Com Delaware Stock (TDG) | 0.1 | $381k | 309.00 | 1231.60 |
|
|
| Jabil Circuit Stock (JBL) | 0.1 | $380k | 2.8k | 133.95 |
|
|
| Altria Group Stock (MO) | 0.1 | $378k | -21% | 8.7k | 43.62 |
|
| Nomura Hldgs Adr (NMR) | 0.1 | $376k | 59k | 6.42 |
|
|
| Dow Stock (DOW) | 0.1 | $371k | +2% | 6.4k | 57.93 |
|
| Fifth Third Bancorp Stock (FITB) | 0.1 | $370k | 10k | 37.21 |
|
|
| Microstrategy Inc Cl A Stock (MSTR) | 0.1 | $370k | NEW | 217.00 | 1704.56 |
|
| Trane Technologies Stock (TT) | 0.1 | $370k | 1.2k | 300.20 |
|
|
| Genuine Parts Stock (GPC) | 0.1 | $370k | 2.4k | 154.93 |
|
|
| American Intl Group Stock (AIG) | 0.1 | $369k | 4.7k | 78.17 |
|
|
| Gorman Rupp Stock (GRC) | 0.1 | $364k | 9.2k | 39.55 |
|
|
| Micron Technology Stock (MU) | 0.1 | $362k | -5% | 3.1k | 117.89 |
|
Past Filings by Pinnacle Wealth Planning Services
SEC 13F filings are viewable for Pinnacle Wealth Planning Services going back to 2017
- Pinnacle Wealth Planning Services 2024 Q1 filed May 10, 2024
- Pinnacle Wealth Planning Services 2023 Q4 filed Feb. 8, 2024
- Pinnacle Wealth Planning Services 2023 Q3 filed Nov. 8, 2023
- Pinnacle Wealth Planning Services 2023 Q2 filed Aug. 7, 2023
- Pinnacle Wealth Planning Services 2023 Q1 filed May 3, 2023
- Pinnacle Wealth Planning Services 2022 Q4 filed Feb. 13, 2023
- Pinnacle Wealth Planning Services 2022 Q3 filed Nov. 9, 2022
- Pinnacle Wealth Planning Services 2022 Q2 filed Aug. 3, 2022
- Pinnacle Wealth Planning Services 2022 Q1 filed April 20, 2022
- Pinnacle Wealth Planning Services 2021 Q4 filed Jan. 21, 2022
- Pinnacle Wealth Planning Services 2021 Q3 filed Oct. 29, 2021
- Pinnacle Wealth Planning Services 2021 Q2 filed Aug. 2, 2021
- Pinnacle Wealth Planning Services 2021 Q1 filed April 29, 2021
- Pinnacle Wealth Planning Services 2020 Q4 filed Feb. 12, 2021
- Pinnacle Wealth Planning Services 2020 Q3 filed Nov. 3, 2020
- Pinnacle Wealth Planning Services 2020 Q2 filed July 27, 2020