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, SPSM, ET, SPYV, AAPL, and represent 32.33% of Pinnacle Wealth Planning Services's stock portfolio.
- Added to shares of these 10 stocks: SPYV, SPSM, SPAB, NFLX, IWD, BLK, SPYM, XLE, LRCX, ANET.
- Started 2273 new stock positions in UPST, LEA, FFIC, MPWR, XPEV, VC, FRSH, ELS, NATL, CAE.
- Reduced shares in these 10 stocks: FLTR (-$10M), GOOGL, IJR, MHVIY, AGG, SNDK, QJUN, MSFT, GOOG, SBS.
- Sold out of its positions in HBI, MHVIY, Mr Cooper Group, OABI, TLLTF, Unilever.
- Pinnacle Wealth Planning Services was a net buyer of stock by $97M.
- Pinnacle Wealth Planning Services has $958M in assets under management (AUM), dropping by 12.23%.
- Central Index Key (CIK): 0001726752
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Portfolio Holdings for Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services holds 2751 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Pinnacle Wealth Planning Services has 2751 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pinnacle Wealth Planning Services Dec. 31, 2025 positions
- Download the Pinnacle Wealth Planning Services December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 10.8 | $103M | -9% | 4.0M | 25.48 |
|
| Spdr Series Trust State Street Spd (SPSM) | 8.9 | $85M | +3% | 1.8M | 46.86 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 6.6 | $63M | 3.8M | 16.49 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 3.5 | $33M | +9% | 587k | 56.81 |
|
| Apple (AAPL) | 2.6 | $25M | 93k | 271.86 |
|
|
| Spdr Series Trust State Street Spd (SPAB) | 2.5 | $24M | +9% | 948k | 25.75 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $23M | 121k | 186.50 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 2.1 | $20M | +2% | 185k | 106.70 |
|
| Microsoft Corporation (MSFT) | 2.0 | $19M | -2% | 39k | 483.61 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.4 | $13M | +6% | 166k | 80.22 |
|
| Amazon (AMZN) | 1.3 | $13M | -2% | 55k | 230.82 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.3 | $13M | +4% | 176k | 71.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $9.8M | -7% | 31k | 313.00 |
|
| Ssga Active Tr State Street Dou (EMTL) | 1.0 | $9.3M | +2% | 214k | 43.32 |
|
| Tesla Motors (TSLA) | 1.0 | $9.1M | 20k | 449.72 |
|
|
| Meta Platforms Cl A (META) | 1.0 | $9.1M | -2% | 14k | 660.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $8.7M | 27k | 322.23 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $8.0M | -4% | 12k | 681.94 |
|
| Broadcom (AVGO) | 0.8 | $7.8M | +3% | 23k | 346.10 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $7.4M | 77k | 96.03 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $7.4M | +20% | 35k | 210.34 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $7.3M | +3% | 64k | 113.92 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.8 | $7.2M | +8% | 190k | 37.87 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $5.7M | -4% | 8.3k | 684.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $5.7M | -3% | 12k | 473.29 |
|
| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.6 | $5.5M | +5% | 118k | 46.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $5.5M | -6% | 17k | 313.80 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $5.1M | +7% | 109k | 46.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $5.1M | 10k | 502.63 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $4.8M | +2% | 20k | 246.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $4.6M | -13% | 39k | 120.18 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 0.5 | $4.5M | +3% | 234k | 19.08 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.2M | 3.9k | 1074.54 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $4.1M | -12% | 41k | 99.88 |
|
| Visa Com Cl A (V) | 0.4 | $4.0M | -4% | 11k | 350.71 |
|
| McDonald's Corporation (MCD) | 0.4 | $4.0M | +2% | 13k | 305.63 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.9M | +4% | 35k | 111.41 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $3.4M | 45k | 74.17 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $3.3M | -2% | 11k | 303.90 |
|
| Intel Corporation (INTC) | 0.3 | $3.2M | +2% | 87k | 36.90 |
|
| Cisco Systems (CSCO) | 0.3 | $3.1M | +2% | 40k | 77.03 |
|
| Abbvie (ABBV) | 0.3 | $3.0M | -2% | 13k | 228.49 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.0M | +3% | 25k | 120.34 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.9M | +3% | 15k | 191.57 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.8M | 51k | 55.00 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.6M | -7% | 4.3k | 614.34 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.4M | 12k | 206.95 |
|
|
| Home Depot (HD) | 0.3 | $2.4M | -3% | 7.0k | 344.10 |
|
| Netflix (NFLX) | 0.2 | $2.4M | +901% | 25k | 93.76 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.2M | 16k | 143.31 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $2.2M | 10k | 214.15 |
|
|
| International Business Machines (IBM) | 0.2 | $2.1M | +7% | 7.2k | 296.23 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.1M | -14% | 27k | 79.73 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.1M | +6% | 11k | 194.91 |
|
| Qualcomm (QCOM) | 0.2 | $2.1M | -6% | 12k | 171.04 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.1M | +3% | 2.4k | 862.17 |
|
| Ge Aerospace Com New (GE) | 0.2 | $2.0M | 6.6k | 308.01 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.0M | 1.9k | 1069.86 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | -9% | 3.5k | 570.80 |
|
| Astrazeneca Sponsored Adr | 0.2 | $2.0M | +2% | 21k | 91.93 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $1.9M | 6.0k | 324.03 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $1.9M | 70k | 27.21 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.8M | 4.5k | 396.31 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.7M | 2.0k | 878.74 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $1.7M | +2% | 18k | 93.20 |
|
| Applied Materials (AMAT) | 0.2 | $1.6M | -7% | 6.4k | 256.99 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.6M | -11% | 6.2k | 258.79 |
|
| Pepsi (PEP) | 0.2 | $1.6M | 11k | 143.52 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.2 | $1.6M | 35k | 44.34 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.5M | +94% | 34k | 44.71 |
|
| Caterpillar (CAT) | 0.2 | $1.5M | 2.7k | 572.87 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.5M | -3% | 57k | 26.91 |
|
| Nordson Corporation (NDSN) | 0.2 | $1.5M | -5% | 6.3k | 240.43 |
|
| Coca-Cola Company (KO) | 0.2 | $1.5M | -3% | 22k | 69.91 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.5M | 2.6k | 566.36 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $1.5M | 12k | 125.28 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | 8.0k | 183.40 |
|
|
| Sap Se Spon Adr (SAP) | 0.2 | $1.5M | 6.0k | 242.91 |
|
|
| Merck & Co (MRK) | 0.1 | $1.4M | -5% | 13k | 105.26 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | -8% | 4.2k | 330.11 |
|
| Goldman Sachs (GS) | 0.1 | $1.3M | -5% | 1.5k | 878.71 |
|
| Intuit (INTU) | 0.1 | $1.3M | +2% | 2.0k | 662.42 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $1.3M | -6% | 19k | 68.76 |
|
| S&p Global (SPGI) | 0.1 | $1.3M | 2.5k | 522.59 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | 2.2k | 579.45 |
|
|
| Philip Morris International (PM) | 0.1 | $1.3M | -15% | 7.9k | 160.39 |
|
| Blackrock (BLK) | 0.1 | $1.2M | NEW | 1.1k | 1070.34 |
|
| Ge Vernova (GEV) | 0.1 | $1.2M | 1.8k | 653.57 |
|
|
| United Sts Gasoline Units (UGA) | 0.1 | $1.2M | 19k | 61.73 |
|
|
| At&t (T) | 0.1 | $1.1M | -10% | 46k | 24.84 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | 3.5k | 318.46 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.1M | 34k | 31.51 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.1M | 14k | 74.07 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.1M | 2.2k | 480.57 |
|
|
| Gorman-Rupp Company (GRC) | 0.1 | $1.0M | 22k | 47.75 |
|
|
| ConocoPhillips (COP) | 0.1 | $1.0M | -5% | 11k | 93.61 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | +6% | 5.8k | 177.75 |
|
| Barclays Adr (BCS) | 0.1 | $1.0M | -9% | 40k | 25.45 |
|
| TJX Companies (TJX) | 0.1 | $998k | 6.5k | 153.61 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $989k | -4% | 10k | 95.35 |
|
| Gilead Sciences (GILD) | 0.1 | $958k | 7.8k | 122.73 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $956k | +4% | 3.6k | 268.26 |
|
| Boeing Company (BA) | 0.1 | $948k | -3% | 4.4k | 217.12 |
|
| Micron Technology (MU) | 0.1 | $939k | 3.3k | 285.41 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $938k | +3% | 8.1k | 116.09 |
|
| Progressive Corporation (PGR) | 0.1 | $936k | +7% | 4.1k | 227.72 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $934k | -3% | 20k | 47.57 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $929k | 3.6k | 257.95 |
|
|
| Linde SHS (LIN) | 0.1 | $929k | -25% | 2.2k | 426.39 |
|
| Howmet Aerospace (HWM) | 0.1 | $924k | 4.5k | 205.02 |
|
|
| Chevron Corporation (CVX) | 0.1 | $916k | -4% | 6.0k | 152.41 |
|
| Nike CL B (NKE) | 0.1 | $912k | +104% | 14k | 63.71 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $907k | -10% | 5.2k | 173.47 |
|
| American Express Company (AXP) | 0.1 | $903k | -9% | 2.4k | 369.95 |
|
| Booking Holdings (BKNG) | 0.1 | $900k | 168.00 | 5355.33 |
|
|
| Uber Technologies (UBER) | 0.1 | $882k | -6% | 11k | 81.71 |
|
| Danaher Corporation (DHR) | 0.1 | $873k | +28% | 3.8k | 228.89 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $865k | 16k | 54.71 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $860k | 7.1k | 121.61 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $859k | 30k | 28.48 |
|
|
| Constellation Energy (CEG) | 0.1 | $853k | 2.4k | 353.27 |
|
|
| Deere & Company (DE) | 0.1 | $843k | +3% | 1.8k | 465.57 |
|
| Capital One Financial (COF) | 0.1 | $825k | 3.4k | 242.36 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $814k | 5.0k | 162.79 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $812k | 8.6k | 94.16 |
|
|
| salesforce (CRM) | 0.1 | $811k | +39% | 3.1k | 264.91 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $810k | 4.4k | 185.61 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $808k | 10k | 78.67 |
|
|
| Banco Santander Sa Adr (SAN) | 0.1 | $800k | 68k | 11.73 |
|
|
| Steris Shs Usd (STE) | 0.1 | $793k | -8% | 3.1k | 253.52 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $786k | 9.5k | 82.82 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $785k | 4.4k | 177.51 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $778k | +100% | 5.4k | 143.97 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $752k | +7% | 43k | 17.35 |
|
| Kla Corp Com New (KLAC) | 0.1 | $730k | +14% | 601.00 | 1215.08 |
|
| Intercontinental Exchange (ICE) | 0.1 | $729k | -2% | 4.5k | 161.94 |
|
| Kinder Morgan (KMI) | 0.1 | $728k | +3% | 27k | 27.49 |
|
| Walt Disney Company (DIS) | 0.1 | $727k | +12% | 6.4k | 113.77 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $720k | +4% | 37k | 19.33 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $719k | -3% | 4.9k | 146.58 |
|
| Verizon Communications (VZ) | 0.1 | $718k | -2% | 18k | 40.73 |
|
| Emerson Electric (EMR) | 0.1 | $715k | 5.4k | 132.72 |
|
|
| Servicenow (NOW) | 0.1 | $713k | +368% | 4.7k | 153.19 |
|
| General Motors Company (GM) | 0.1 | $712k | 8.8k | 81.32 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $710k | -18% | 14k | 50.88 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $708k | -8% | 9.4k | 75.44 |
|
| General Dynamics Corporation (GD) | 0.1 | $708k | 2.1k | 336.66 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $704k | 5.0k | 141.05 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.1 | $702k | 15k | 47.72 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $701k | -3% | 1.1k | 627.13 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $698k | NEW | 4.1k | 171.18 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $697k | +2% | 5.2k | 135.14 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $697k | -2% | 15k | 45.21 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $695k | 2.4k | 290.22 |
|
|
| Marsh & McLennan Companies | 0.1 | $693k | +2% | 3.7k | 185.50 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $690k | +3% | 9.4k | 73.63 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $690k | NEW | 5.3k | 131.03 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $688k | +10% | 1.5k | 453.21 |
|
| Sea Sponsord Ads (SE) | 0.1 | $681k | 5.3k | 127.57 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $672k | 10k | 64.42 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $665k | -4% | 2.0k | 335.27 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $652k | 2.3k | 287.25 |
|
|
| W.W. Grainger (GWW) | 0.1 | $648k | +2% | 642.00 | 1009.05 |
|
| Palo Alto Networks (PANW) | 0.1 | $643k | +8% | 3.5k | 184.17 |
|
| Citigroup Com New (C) | 0.1 | $642k | +2% | 5.5k | 116.69 |
|
| BP Sponsored Adr (BP) | 0.1 | $632k | 18k | 34.73 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $630k | +3% | 3.2k | 198.62 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $620k | +10% | 12k | 53.36 |
|
| Lowe's Companies (LOW) | 0.1 | $618k | +2% | 2.6k | 241.16 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $615k | 1.6k | 373.44 |
|
|
| Pfizer (PFE) | 0.1 | $605k | -13% | 24k | 24.90 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $605k | 7.5k | 81.17 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $602k | 6.6k | 91.20 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $602k | -3% | 1.5k | 389.20 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $600k | -7% | 6.0k | 99.91 |
|
| Icici Bank Adr (IBN) | 0.1 | $598k | 20k | 29.80 |
|
|
| Phillips 66 (PSX) | 0.1 | $598k | 4.6k | 129.04 |
|
|
| CSX Corporation (CSX) | 0.1 | $596k | -2% | 16k | 36.25 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $592k | 4.3k | 137.87 |
|
|
| Southern Company (SO) | 0.1 | $590k | 6.8k | 87.19 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $586k | -7% | 10k | 56.62 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $586k | 2.8k | 212.07 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $586k | +4% | 9.4k | 62.47 |
|
| Cummins (CMI) | 0.1 | $580k | +8% | 1.1k | 510.45 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $579k | 3.8k | 154.14 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $579k | 13k | 46.31 |
|
|
| Cleveland-cliffs (CLF) | 0.1 | $578k | -4% | 44k | 13.28 |
|
| Synopsys (SNPS) | 0.1 | $577k | -13% | 1.2k | 469.53 |
|
| Fifth Third Ban (FITB) | 0.1 | $573k | 12k | 46.81 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $568k | -8% | 2.8k | 203.04 |
|
| Western Digital (WDC) | 0.1 | $567k | +5% | 3.3k | 172.27 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $564k | 2.0k | 275.39 |
|
|
| Stryker Corporation (SYK) | 0.1 | $564k | 1.6k | 351.47 |
|
|
| United Rentals (URI) | 0.1 | $558k | -8% | 689.00 | 809.32 |
|
| PNC Financial Services (PNC) | 0.1 | $556k | +3% | 2.7k | 208.69 |
|
| Prologis (PLD) | 0.1 | $553k | +11% | 4.3k | 127.66 |
|
| Acnb Corp (ACNB) | 0.1 | $549k | 11k | 48.35 |
|
|
| Prudential Financial (PRU) | 0.1 | $545k | -5% | 4.8k | 112.88 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $539k | -16% | 19k | 28.00 |
|
| MetLife (MET) | 0.1 | $539k | 6.8k | 78.94 |
|
|
| Quanta Services (PWR) | 0.1 | $535k | -3% | 1.3k | 422.06 |
|
| Kinross Gold Corp (KGC) | 0.1 | $533k | 19k | 28.16 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $533k | +2% | 1.7k | 314.88 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $526k | +4% | 11k | 48.46 |
|
| Williams Companies (WMB) | 0.1 | $525k | 8.7k | 60.11 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $520k | -4% | 20k | 25.60 |
|
| Monster Beverage Corp (MNST) | 0.1 | $517k | -6% | 6.7k | 76.67 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $515k | 387.00 | 1329.85 |
|
|
| Watsco, Incorporated (WSO) | 0.1 | $511k | +2% | 1.5k | 336.95 |
|
| Hca Holdings (HCA) | 0.1 | $511k | 1.1k | 466.86 |
|
|
| Medtronic SHS (MDT) | 0.1 | $505k | +2% | 5.3k | 96.06 |
|
| American Electric Power Company (AEP) | 0.1 | $505k | +4% | 4.4k | 115.31 |
|
| Sandisk Corp (SNDK) | 0.1 | $503k | -50% | 2.1k | 237.38 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $501k | +8% | 6.5k | 77.35 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $501k | NEW | 2.3k | 222.63 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $499k | -19% | 860.00 | 580.71 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $494k | 1.4k | 357.17 |
|
|
| Chubb (CB) | 0.1 | $492k | -13% | 1.6k | 312.12 |
|
| McKesson Corporation (MCK) | 0.0 | $477k | -11% | 581.00 | 820.29 |
|
| Analog Devices (ADI) | 0.0 | $469k | 1.7k | 271.12 |
|
|
| InterDigital (IDCC) | 0.0 | $460k | 1.4k | 318.38 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $455k | 29k | 15.86 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $453k | +74% | 4.6k | 99.18 |
|
| Public Service Enterprise (PEG) | 0.0 | $452k | 5.6k | 80.30 |
|
|
| Coherent Corp (COHR) | 0.0 | $450k | -20% | 2.4k | 184.57 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $448k | 4.2k | 107.11 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $445k | +4% | 2.8k | 160.97 |
|
| Cintas Corporation (CTAS) | 0.0 | $442k | -5% | 2.4k | 188.07 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $440k | -11% | 1.2k | 369.56 |
|
| Marvell Technology (MRVL) | 0.0 | $439k | -6% | 5.2k | 84.98 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $439k | 8.9k | 49.21 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $435k | 7.9k | 54.77 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $434k | 2.7k | 160.79 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $433k | 2.0k | 214.01 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $432k | 3.6k | 119.75 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $429k | -8% | 1.7k | 257.23 |
|
| Equinix (EQIX) | 0.0 | $429k | -5% | 560.00 | 766.16 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $426k | -16% | 8.4k | 50.59 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $426k | 16k | 27.43 |
|
|
| Altria (MO) | 0.0 | $424k | 7.4k | 57.66 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $423k | 5.8k | 73.47 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $423k | -5% | 1.5k | 278.92 |
|
| Simon Property (SPG) | 0.0 | $417k | 2.3k | 185.11 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $417k | -13% | 5.7k | 73.56 |
|
| Semtech Corporation (SMTC) | 0.0 | $415k | -15% | 5.6k | 73.69 |
|
| Target Corporation (TGT) | 0.0 | $414k | -19% | 4.2k | 97.76 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $414k | NEW | 20k | 20.23 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $412k | -30% | 5.3k | 77.53 |
|
| Autodesk (ADSK) | 0.0 | $410k | 1.4k | 295.90 |
|
|
| Synchrony Financial (SYF) | 0.0 | $409k | 4.9k | 83.43 |
|
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 2025 Q4 filed Feb. 13, 2026
- Pinnacle Wealth Planning Services 2025 Q3 filed Nov. 13, 2025
- Pinnacle Wealth Planning Services 2025 Q2 filed Aug. 11, 2025
- Pinnacle Wealth Planning Services 2025 Q1 filed May 15, 2025
- Pinnacle Wealth Planning Services 2024 Q4 restated filed Feb. 27, 2025
- Pinnacle Wealth Planning Services 2024 Q4 filed Feb. 6, 2025
- Pinnacle Wealth Planning Services 2024 Q3 filed Nov. 13, 2024
- Pinnacle Wealth Planning Services 2024 Q2 filed Aug. 9, 2024
- 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