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, AAPL, and represent 37.33% of Pinnacle Wealth Planning Services's stock portfolio.
- Added to shares of these 10 stocks: FLTR (+$7.6M), AVGO, AAPL, SPSM, SPAB, Blackrock, PG, Lam Research, SE, VOO.
- Started 64 new stock positions in DUK, VOO, SE, CBRE, MSTR, Advent Conv & Income, FLUT, USFD, VRT, WT.
- Reduced shares in these 10 stocks: SPLG, ET, IWM, , LRCX, KNG, DFUS, SPEM, TEAM, .
- Sold out of its positions in AGNC, ACCD, AVD, NLY, TEAM, BLK, BPMC, CVS, DXCM, DG.
- Pinnacle Wealth Planning Services was a net buyer of stock by $14M.
- Pinnacle Wealth Planning Services has $736M in assets under management (AUM), dropping by 5.19%.
- Central Index Key (CIK): 0001726752
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Portfolio Holdings for Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services holds 532 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Pinnacle Wealth Planning Services has 532 total positions. Only the first 250 positions are shown.
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- Download the Pinnacle Wealth Planning Services September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Ig Floating Rate Etf Etf (FLTR) | 12.4 | $91M | +9% | 4.0M | 22.87 |
|
| Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) | 9.3 | $69M | -3% | 4.3M | 16.05 |
|
| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 9.3 | $69M | +2% | 1.5M | 45.51 |
|
| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 3.2 | $24M | 449k | 52.86 |
|
|
| Apple Stock (AAPL) | 3.1 | $23M | +8% | 97k | 233.00 |
|
| Microsoft Stock (MSFT) | 2.5 | $19M | 44k | 430.30 |
|
|
| Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 2.4 | $18M | +6% | 679k | 26.14 |
|
| Nvidia Corp Stock (NVDA) | 2.2 | $17M | 136k | 121.44 |
|
|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 1.9 | $14M | -3% | 169k | 82.94 |
|
| Amazon.com Stock (AMZN) | 1.4 | $10M | 56k | 186.33 |
|
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 1.3 | $9.8M | -21% | 145k | 67.51 |
|
| Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) | 1.1 | $8.0M | 185k | 43.49 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 1.1 | $7.9M | 14k | 572.43 |
|
|
| Ishares Msci Eafe Value Index Etf Etf (EFV) | 1.1 | $7.9M | 137k | 57.53 |
|
|
| Google Stock (GOOGL) | 0.8 | $6.0M | +5% | 36k | 165.85 |
|
| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.7 | $5.2M | +3% | 154k | 33.60 |
|
| Ishares Msci Eafe Growth Index Etf Etf (EFG) | 0.7 | $5.1M | 47k | 107.65 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.7 | $4.9M | +8% | 11k | 460.26 |
|
| Ishares S&p 500 Index Etf (IVV) | 0.7 | $4.8M | -5% | 8.3k | 576.82 |
|
| Tesla Motors Stock (TSLA) | 0.6 | $4.8M | 18k | 261.63 |
|
|
| Ishares Aggregate Bond Etf Etf (AGG) | 0.6 | $4.6M | 46k | 101.27 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.6 | $4.6M | 24k | 189.80 |
|
|
| Spdr S&p 500 Etf Etf (SPY) | 0.6 | $4.3M | 7.5k | 573.76 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.6 | $4.2M | -10% | 50k | 83.63 |
|
| Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf Etf (BBHY) | 0.6 | $4.1M | 87k | 47.36 |
|
|
| Avago Technologies Stock (AVGO) | 0.5 | $4.0M | +942% | 23k | 172.50 |
|
| Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX) | 0.5 | $4.0M | +3% | 209k | 18.95 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $3.9M | +7% | 4.4k | 885.93 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.5 | $3.9M | 10k | 375.37 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $3.8M | -3% | 23k | 167.19 |
|
| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.5 | $3.8M | -12% | 92k | 41.28 |
|
| Procter And Gamble Stock (PG) | 0.5 | $3.8M | +20% | 22k | 173.20 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $3.8M | +5% | 18k | 210.86 |
|
| Visa Stock (V) | 0.5 | $3.8M | +5% | 14k | 274.95 |
|
| Unitedhealth Group Stock (UNH) | 0.5 | $3.5M | 6.1k | 584.63 |
|
|
| Sherwin Williams Stock (SHW) | 0.5 | $3.4M | 8.9k | 381.67 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.5 | $3.3M | 29k | 117.22 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.4 | $3.3M | 11k | 304.51 |
|
|
| Abbvie Stock (ABBV) | 0.4 | $3.0M | 15k | 197.48 |
|
|
| Dimensional U.s. Equity Market Etf Etf (DFUS) | 0.4 | $2.8M | -17% | 45k | 62.20 |
|
| Pepsico Stock (PEP) | 0.4 | $2.7M | 16k | 170.05 |
|
|
| Home Depot Stock (HD) | 0.4 | $2.6M | 6.5k | 405.20 |
|
|
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.4 | $2.6M | +4% | 15k | 173.67 |
|
| Mastercard Stock (MA) | 0.3 | $2.6M | 5.2k | 493.80 |
|
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.3 | $2.4M | -2% | 21k | 116.96 |
|
| Gallagher Arthur J &co Stock (AJG) | 0.3 | $2.4M | 8.4k | 281.37 |
|
|
| Netflix Stock (NFLX) | 0.3 | $2.1M | 3.0k | 709.27 |
|
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.3 | $2.1M | -12% | 36k | 59.56 |
|
| Walmart Stock (WMT) | 0.3 | $2.1M | 25k | 80.75 |
|
|
| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.3 | $2.0M | 17k | 119.07 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $2.0M | 12k | 162.06 |
|
|
| Costco Wholesale Corp Stock (COST) | 0.3 | $2.0M | 2.2k | 886.52 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $2.0M | -37% | 9.0k | 220.89 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.3 | $2.0M | 2.3k | 833.25 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.2 | $1.8M | 11k | 162.91 |
|
|
| Wisdomtree International Equity Fund Etf (DWM) | 0.2 | $1.8M | -3% | 31k | 57.56 |
|
| Oracle Corporation Stock (ORCL) | 0.2 | $1.8M | 10k | 170.40 |
|
|
| Merck & Co Stock (MRK) | 0.2 | $1.7M | 15k | 113.56 |
|
|
| Nordson Corp Stock (NDSN) | 0.2 | $1.7M | 6.5k | 262.63 |
|
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.2 | $1.6M | 4.6k | 353.48 |
|
|
| Linde Stock (LIN) | 0.2 | $1.6M | 3.4k | 476.86 |
|
|
| Adobe Sys Stock (ADBE) | 0.2 | $1.6M | -6% | 3.1k | 517.69 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $1.6M | -2% | 2.5k | 618.45 |
|
| Astrazeneca Plc- Spons Adr (AZN) | 0.2 | $1.5M | 20k | 77.91 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $1.5M | +3% | 9.3k | 164.08 |
|
| Bank America Corp Stock (BAC) | 0.2 | $1.5M | -2% | 38k | 39.68 |
|
| S&p Global Stock (SPGI) | 0.2 | $1.5M | 2.9k | 516.62 |
|
|
| Sap Aktiengesellschaft Adr (SAP) | 0.2 | $1.5M | -5% | 6.4k | 229.09 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $1.4M | -20% | 7.9k | 179.16 |
|
| Coca Cola Stock (KO) | 0.2 | $1.4M | 19k | 71.86 |
|
|
| Intuit Stock (INTU) | 0.2 | $1.4M | 2.2k | 621.00 |
|
|
| Ft Vest U.s. Equity Deep Buffer Etf - August Etf (DAUG) | 0.2 | $1.4M | 35k | 39.13 |
|
|
| Caterpillar Stock (CAT) | 0.2 | $1.3M | -6% | 3.4k | 391.12 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.2 | $1.3M | 5.9k | 223.09 |
|
|
| Progressive Corp Stock (PGR) | 0.2 | $1.3M | +2% | 5.0k | 253.76 |
|
| Abbott Labs Stock (ABT) | 0.2 | $1.3M | 11k | 114.01 |
|
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $1.3M | 30k | 41.77 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.2 | $1.3M | -8% | 2.6k | 491.22 |
|
| Salesforce Stock (CRM) | 0.2 | $1.3M | -5% | 4.6k | 273.72 |
|
| Qualcomm Stock (QCOM) | 0.2 | $1.2M | +2% | 7.3k | 170.05 |
|
| Fs Kkr Cap Corp Cef (FSK) | 0.2 | $1.2M | 63k | 19.73 |
|
|
| Icici Bank Adr (IBN) | 0.2 | $1.2M | 40k | 29.85 |
|
|
| Intl Business Machines Stock (IBM) | 0.2 | $1.2M | +9% | 5.4k | 221.08 |
|
| Parker-hannifin Corp Stock (PH) | 0.2 | $1.2M | -2% | 1.9k | 631.82 |
|
| Philip Morris Intl Stock (PM) | 0.2 | $1.2M | 9.7k | 121.40 |
|
|
| Lowes Cos Stock (LOW) | 0.2 | $1.2M | -2% | 4.3k | 270.85 |
|
| Chevron Corp Stock (CVX) | 0.2 | $1.2M | -25% | 7.9k | 147.27 |
|
| Conocophillips Stock (COP) | 0.2 | $1.1M | -3% | 11k | 105.28 |
|
| Danaher Corp Stock (DHR) | 0.2 | $1.1M | -3% | 4.1k | 278.01 |
|
| Eaton Corp Stock (ETN) | 0.2 | $1.1M | 3.4k | 331.43 |
|
|
| United States Gasoline Fund Etf (UGA) | 0.2 | $1.1M | 19k | 58.43 |
|
|
| American Express Stock (AXP) | 0.1 | $1.1M | -5% | 4.0k | 271.20 |
|
| Ferrari N V Stock (RACE) | 0.1 | $1.1M | 2.3k | 470.11 |
|
|
| Uber Technologies Stock (UBER) | 0.1 | $1.1M | 14k | 75.16 |
|
|
| Cisco Sys Stock (CSCO) | 0.1 | $1.1M | -5% | 20k | 53.22 |
|
| Canadian Pac Railway Stock (CP) | 0.1 | $1.0M | 12k | 85.54 |
|
|
| Rtx Corporation Stock (RTX) | 0.1 | $1.0M | 8.6k | 121.16 |
|
|
| Service Now Stock (NOW) | 0.1 | $1.0M | -5% | 1.1k | 894.39 |
|
| Ge Aerospace Stock (GE) | 0.1 | $1.0M | +7% | 5.3k | 188.57 |
|
| Blackrock Stock | 0.1 | $997k | NEW | 1.1k | 949.51 |
|
| Ft Vest U.s. Equity Deep Buffer Etf - June Etf (DJUN) | 0.1 | $956k | +8% | 23k | 42.56 |
|
| Sprouts Fmrs Mkt Stock (SFM) | 0.1 | $945k | +16% | 8.6k | 110.41 |
|
| Verizon Communications Stock (VZ) | 0.1 | $913k | +11% | 20k | 44.91 |
|
| Applied Matls Stock (AMAT) | 0.1 | $907k | -16% | 4.5k | 202.06 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $891k | -2% | 1.8k | 495.12 |
|
| Powershares Qqq Tr Etf (QQQ) | 0.1 | $883k | +57% | 1.8k | 488.07 |
|
| At&t Stock (T) | 0.1 | $880k | 40k | 22.00 |
|
|
| Analog Devices Stock (ADI) | 0.1 | $879k | -2% | 3.8k | 230.17 |
|
| Tjx Cos Stock (TJX) | 0.1 | $867k | 7.4k | 117.54 |
|
|
| Amgen Stock (AMGN) | 0.1 | $866k | 2.7k | 322.21 |
|
|
| Zoetis Inc Com Cl A Stock (ZTS) | 0.1 | $865k | -3% | 4.4k | 195.38 |
|
| Pfizer Stock (PFE) | 0.1 | $863k | 30k | 28.94 |
|
|
| Wells Fargo Stock (WFC) | 0.1 | $856k | -6% | 15k | 56.49 |
|
| Chubb Stock (CB) | 0.1 | $849k | 2.9k | 288.39 |
|
|
| Prologis Share Beneficial Int Reit (PLD) | 0.1 | $847k | -2% | 6.7k | 126.28 |
|
| Ft Vest U.s. Equity Deep Buffer Etf - July Etf (DJUL) | 0.1 | $839k | -8% | 20k | 41.41 |
|
| Nextera Energy Stock (NEE) | 0.1 | $834k | 9.9k | 84.53 |
|
|
| Valero Energy Corp Stock (VLO) | 0.1 | $834k | 6.2k | 135.04 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.1 | $799k | -2% | 1.4k | 584.55 |
|
| Honeywell Intl Stock (HON) | 0.1 | $798k | 3.9k | 206.70 |
|
|
| Intercontinentalexchintl Stock (ICE) | 0.1 | $796k | -5% | 5.0k | 160.64 |
|
| Royal Dutch Shell Plc- Adr (SHEL) | 0.1 | $776k | -19% | 12k | 65.95 |
|
| Texas Instrs Stock (TXN) | 0.1 | $761k | 3.7k | 206.57 |
|
|
| Phillips 66 Stock (PSX) | 0.1 | $759k | 5.8k | 131.45 |
|
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| Amphenol Corp Cl A Stock (APH) | 0.1 | $749k | -3% | 12k | 65.16 |
|
| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 0.1 | $734k | 2.3k | 314.39 |
|
|
| Union Pac Corp Stock (UNP) | 0.1 | $731k | +2% | 3.0k | 246.48 |
|
| Barclays Adr (BCS) | 0.1 | $727k | 60k | 12.15 |
|
|
| Ishares Amt-free Muni Bond Etf Etf (MUB) | 0.1 | $723k | +29% | 6.7k | 108.63 |
|
| Southern Stock (SO) | 0.1 | $716k | -2% | 7.9k | 90.18 |
|
| Wipro Ltd Spon Adr 1 Sh Adr (WIT) | 0.1 | $712k | 110k | 6.48 |
|
|
| Stryker Corp Stock (SYK) | 0.1 | $707k | 2.0k | 361.26 |
|
|
| T-mobile Us Stock (TMUS) | 0.1 | $704k | 3.4k | 206.36 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $703k | +20% | 9.0k | 78.03 |
|
| Dr Reddys Labs Adr (RDY) | 0.1 | $700k | 8.8k | 79.45 |
|
|
| Booking Holdings Stock (BKNG) | 0.1 | $699k | 166.00 | 4212.12 |
|
|
| United Rentals Stock (URI) | 0.1 | $698k | +52% | 862.00 | 809.73 |
|
| Watsco Stock (WSO) | 0.1 | $696k | 1.4k | 491.88 |
|
|
| Automatic Data Processing Stock (ADP) | 0.1 | $692k | 2.5k | 276.73 |
|
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $685k | +27% | 12k | 57.62 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $683k | -2% | 8.2k | 83.80 |
|
| Prudential Finl Stock (PRU) | 0.1 | $668k | 5.5k | 121.10 |
|
|
| Arista Networks Stock (ANET) | 0.1 | $664k | 1.7k | 383.79 |
|
|
| Ishares Msci Eafe Small Cap Etf Etf (SCZ) | 0.1 | $655k | 9.7k | 67.70 |
|
|
| Constellation Energy Corp Stock (CEG) | 0.1 | $653k | 2.5k | 260.02 |
|
|
| D R Horton Stock (DHI) | 0.1 | $652k | 3.4k | 190.77 |
|
|
| Deere & Co Stock (DE) | 0.1 | $648k | -6% | 1.6k | 417.20 |
|
| Infosys Adr (INFY) | 0.1 | $647k | 29k | 22.27 |
|
|
| Gilead Sciences Stock (GILD) | 0.1 | $646k | 7.7k | 83.84 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $643k | 612.00 | 1051.24 |
|
|
| Emerson Elec Stock (EMR) | 0.1 | $643k | +5% | 5.9k | 109.37 |
|
| Target Corp Stock (TGT) | 0.1 | $641k | +3% | 4.1k | 155.86 |
|
| Spdr Gold Etf Etf (GLD) | 0.1 | $637k | 2.6k | 243.06 |
|
|
| Shinhan Finl Group Adr F Adr (SHG) | 0.1 | $636k | +10% | 15k | 42.38 |
|
| Grainger W W Stock (GWW) | 0.1 | $635k | -7% | 611.00 | 1038.81 |
|
| BP Adr (BP) | 0.1 | $632k | -2% | 20k | 31.39 |
|
| Disney Walt Stock (DIS) | 0.1 | $629k | 6.5k | 96.19 |
|
|
| Ase Technology Hldg Adr (ASX) | 0.1 | $620k | 64k | 9.76 |
|
|
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $612k | 7.0k | 87.80 |
|
|
| Metlife Stock (MET) | 0.1 | $598k | 7.3k | 82.48 |
|
|
| Intel Corp Stock (INTC) | 0.1 | $598k | -14% | 26k | 23.46 |
|
| Sony Group Corp Adr (SONY) | 0.1 | $595k | 6.2k | 96.57 |
|
|
| Lam Research Corp Stock | 0.1 | $587k | NEW | 719.00 | 816.11 |
|
| United Microelectronics Corpor Sponsored A Adr (UMC) | 0.1 | $584k | 69k | 8.42 |
|
|
| Ft Vest Nasdaq-100 Buffer Etf - June Etf (QJUN) | 0.1 | $580k | +64% | 22k | 27.01 |
|
| Equinix Reit (EQIX) | 0.1 | $579k | 653.00 | 886.95 |
|
|
| Palo Alto Networks Stock (PANW) | 0.1 | $577k | 1.7k | 341.70 |
|
|
| Transdigm Group Inc Com Delaware Stock (TDG) | 0.1 | $574k | -2% | 402.00 | 1426.95 |
|
| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $566k | 6.3k | 89.21 |
|
|
| Boeing Stock (BA) | 0.1 | $563k | -5% | 3.7k | 152.04 |
|
| Csx Corp Stock (CSX) | 0.1 | $560k | +3% | 16k | 34.53 |
|
| Kla-tencor Corp Stock (KLAC) | 0.1 | $558k | 720.00 | 774.41 |
|
|
| Aon Corp Stock (AON) | 0.1 | $553k | 1.6k | 345.99 |
|
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| Anheuser Busch Adr (BUD) | 0.1 | $553k | 8.3k | 66.28 |
|
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| Cigna Corp Stock (CI) | 0.1 | $550k | 1.6k | 346.44 |
|
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| Sanofi Sa Adr (SNY) | 0.1 | $550k | 9.5k | 57.63 |
|
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| Elevance Health Stock (ELV) | 0.1 | $546k | 1.0k | 520.00 |
|
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| Bank New York Mellon Corp Stock (BK) | 0.1 | $542k | 7.5k | 71.86 |
|
|
| Starbucks Corp Stock (SBUX) | 0.1 | $541k | +17% | 5.5k | 97.48 |
|
| Trane Technologies Stock (TT) | 0.1 | $539k | +12% | 1.4k | 388.73 |
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| Waste Management Stock (WM) | 0.1 | $539k | +13% | 2.6k | 207.60 |
|
| Cintas Corp Stock (CTAS) | 0.1 | $527k | +276% | 2.6k | 205.85 |
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| Kinder Morgan Stock (KMI) | 0.1 | $525k | 24k | 22.09 |
|
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| Johnson Ctls Stock (JCI) | 0.1 | $525k | 6.8k | 77.61 |
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| General Dynamics Corp Stock (GD) | 0.1 | $524k | 1.7k | 302.20 |
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| Woori Finl Group Adr (WF) | 0.1 | $521k | 15k | 35.73 |
|
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| Nike Inc Class B Stock (NKE) | 0.1 | $520k | -5% | 5.9k | 88.40 |
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| O Reilly Automotive Stock (ORLY) | 0.1 | $519k | 451.00 | 1151.60 |
|
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.1 | $514k | -3% | 2.2k | 230.50 |
|
| Sea Ltd Sponsord Ads Adr (SE) | 0.1 | $514k | NEW | 5.4k | 94.28 |
|
| Vertex Pharmaceuticals In Stock (VRTX) | 0.1 | $513k | 1.1k | 465.08 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $508k | -17% | 2.6k | 197.17 |
|
| Dupont De Nemours Stock (DD) | 0.1 | $507k | +39% | 5.7k | 89.11 |
|
| Sumitomo Mitsui Finlgroup Inc Sponsored Adr Isin Us86562m2098 Adr (SMFG) | 0.1 | $501k | 40k | 12.63 |
|
|
| A C N B Corp Stock (ACNB) | 0.1 | $496k | 11k | 43.67 |
|
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| Relx Adr (RELX) | 0.1 | $488k | -8% | 10k | 47.46 |
|
| Rio Tinto Adr (RIO) | 0.1 | $487k | 6.8k | 71.17 |
|
|
| Copart Stock (CPRT) | 0.1 | $484k | -5% | 9.2k | 52.40 |
|
| Diageo Adr (DEO) | 0.1 | $479k | +18% | 3.4k | 140.35 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $478k | 6.5k | 73.67 |
|
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| Bhp Group Adr (BHP) | 0.1 | $463k | 7.5k | 62.11 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $462k | 10k | 45.86 |
|
|
| British American Tobacco Adr (BTI) | 0.1 | $462k | 13k | 36.58 |
|
|
| Mitsubishi Ufj Finl Group Inc Sponsored Adr (MUFG) | 0.1 | $457k | 45k | 10.18 |
|
|
| Ameriprise Financial Stock (AMP) | 0.1 | $453k | 964.00 | 469.80 |
|
|
| Fiserv Stock (FI) | 0.1 | $452k | 2.5k | 179.65 |
|
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $446k | 2.4k | 184.81 |
|
|
| Novartis Adr (NVS) | 0.1 | $444k | -28% | 3.9k | 115.02 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $444k | NEW | 841.00 | 527.67 |
|
| Quanta Services Stock (PWR) | 0.1 | $442k | -4% | 1.5k | 298.15 |
|
| Synopsys Stock (SNPS) | 0.1 | $439k | 866.00 | 506.39 |
|
|
| Monster Beverage Corp Stock (MNST) | 0.1 | $437k | 8.4k | 52.17 |
|
|
| GSK Adr (GSK) | 0.1 | $437k | +7% | 11k | 40.88 |
|
| Ares Capital Corp Cef (ARCC) | 0.1 | $435k | 21k | 20.94 |
|
|
| Health Care Reit Reit (WELL) | 0.1 | $434k | 3.4k | 128.03 |
|
|
| Icon Stock (ICLR) | 0.1 | $431k | -2% | 1.5k | 287.31 |
|
| Altria Group Stock (MO) | 0.1 | $429k | 8.4k | 51.04 |
|
|
| Royal Bank Of Canada Stock (RY) | 0.1 | $429k | 3.4k | 124.73 |
|
|
| Kookmin Bk Adr (KB) | 0.1 | $429k | 6.9k | 61.75 |
|
|
| Aflac Stock (AFL) | 0.1 | $428k | 3.8k | 111.79 |
|
|
| Motorola Solutions Stock (MSI) | 0.1 | $427k | 950.00 | 449.61 |
|
|
| General Motors Corp Stock (GM) | 0.1 | $423k | -10% | 9.4k | 44.85 |
|
| Emcor Group Stock (EME) | 0.1 | $422k | 979.00 | 430.50 |
|
|
| Installed Bldg Prods Stock (IBP) | 0.1 | $417k | +5% | 1.7k | 246.27 |
|
| Freeport Mcmoran Copper Stock (FCX) | 0.1 | $415k | 8.3k | 49.92 |
|
|
| Cadence Design System Stock (CDNS) | 0.1 | $414k | 1.5k | 271.03 |
|
|
| Viking Therapeutics Stock (VKTX) | 0.1 | $412k | -4% | 6.5k | 63.31 |
|
| Hsbc Holdings Plc Spons Adr (HSBC) | 0.1 | $408k | 9.0k | 45.19 |
|
|
| Mckesson Corp Stock (MCK) | 0.1 | $404k | 818.00 | 494.34 |
|
|
| Becton Dickinson & Co Stock (BDX) | 0.1 | $404k | NEW | 1.7k | 241.10 |
|
| Kinross Gold Corp Stock (KGC) | 0.1 | $403k | 43k | 9.36 |
|
|
| United Parcel Service Stock (UPS) | 0.1 | $396k | +2% | 2.9k | 136.34 |
|
| Canadian Natural Resources Stock (CNQ) | 0.1 | $392k | 12k | 33.21 |
|
|
| Autodesk Stock (ADSK) | 0.1 | $392k | -3% | 1.4k | 275.48 |
|
| Morgan Stanley Stock (MS) | 0.1 | $392k | 3.8k | 104.24 |
|
|
| Textron Stock (TXT) | 0.1 | $388k | 4.4k | 88.57 |
|
|
| Us Bancorp Del Stock (USB) | 0.1 | $385k | 8.4k | 45.73 |
|
|
| Thomson Reuters Corporation Stock (TRI) | 0.1 | $385k | -38% | 2.3k | 170.60 |
|
| Royal Carribbean Cruises Stock (RCL) | 0.1 | $384k | 2.2k | 177.36 |
|
|
| Hca Stock (HCA) | 0.1 | $384k | 945.00 | 406.18 |
|
|
| Yum! Brands Stock (YUM) | 0.1 | $383k | 2.7k | 139.72 |
|
|
| Arch Capital Group Stock (ACGL) | 0.1 | $379k | 3.4k | 111.88 |
|
|
| Ubs Ag New F Stock (UBS) | 0.1 | $377k | 12k | 30.91 |
|
|
| L3harris Technologies Stock (LHX) | 0.1 | $376k | 1.6k | 237.87 |
|
|
| Toyota Motor Corp Ads Adr (TM) | 0.1 | $375k | -10% | 2.1k | 178.57 |
|
| Fifth Third Bancorp Stock (FITB) | 0.1 | $372k | -2% | 8.7k | 42.84 |
|
| Dow Stock (DOW) | 0.0 | $365k | 6.7k | 54.63 |
|
|
| Alcon Ag Ord Stock (ALC) | 0.0 | $364k | -4% | 3.6k | 100.07 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.0 | $363k | 3.9k | 93.57 |
|
|
| Fabrinet Stock (FN) | 0.0 | $363k | 1.5k | 236.44 |
|
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 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
- 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