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, SPAB, and represent 32.21% of Pinnacle Wealth Planning Services's stock portfolio.
- Added to shares of these 10 stocks: EEM (+$10M), SPSM, NKE, AZN, SPYV, KKR, NFLX, EFV, SPYG, VUG.
- Started 140 new stock positions in GBTG, FRHC, PD, PNFP, FSLY, BXC, AXS, TRAK, AVPT, KARS.
- Reduced shares in these 10 stocks: ET (-$15M), INTC, AstraZeneca, MSFT, IWM, FLTR, FNDX, EFA, CLF, IWD.
- Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, ALEX, FRDM, AVD, AVXL, ACLX, ARRY, AstraZeneca, ATKR, Avidity Biosciences Ord.
- Pinnacle Wealth Planning Services was a net buyer of stock by $9.7M.
- Pinnacle Wealth Planning Services has $968M in assets under management (AUM), dropping by 1.07%.
- Central Index Key (CIK): 0001726752
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Portfolio Holdings for Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services holds 2737 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Pinnacle Wealth Planning Services has 2737 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pinnacle Wealth Planning Services March 31, 2026 positions
- Download the Pinnacle Wealth Planning Services March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 10.6 | $102M | 4.0M | 25.48 |
|
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| Spdr Series Trust State Street Spd (SPSM) | 9.3 | $90M | +3% | 1.9M | 48.32 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 6.1 | $59M | -19% | 3.1M | 19.30 |
|
| Spdr Series Trust State Street Spd (SPYV) | 3.6 | $35M | +5% | 620k | 56.58 |
|
| Spdr Series Trust State Street Spd (SPAB) | 2.5 | $25M | 958k | 25.62 |
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| Apple (AAPL) | 2.4 | $23M | 92k | 253.79 |
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| NVIDIA Corporation (NVDA) | 2.2 | $21M | 121k | 174.40 |
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| Spdr Series Trust State Street Spd (SPYG) | 2.0 | $19M | +5% | 194k | 97.91 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.5 | $14M | +7% | 189k | 74.35 |
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| Microsoft Corporation (MSFT) | 1.4 | $14M | -5% | 37k | 370.17 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.3 | $13M | 167k | 76.54 |
|
|
| Amazon (AMZN) | 1.2 | $11M | 54k | 208.27 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.1 | $11M | +1137% | 196k | 56.79 |
|
| Ssga Active Tr State Street Dou (EMTL) | 1.0 | $9.4M | +3% | 220k | 42.56 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.1M | 32k | 287.56 |
|
|
| Meta Platforms Cl A (META) | 0.9 | $8.6M | +9% | 15k | 572.13 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.9 | $8.5M | +2% | 195k | 43.66 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $7.8M | +9% | 70k | 111.37 |
|
| Tesla Motors (TSLA) | 0.8 | $7.7M | +2% | 21k | 371.75 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $7.7M | -3% | 26k | 294.16 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $7.4M | -3% | 11k | 650.32 |
|
| Broadcom (AVGO) | 0.7 | $7.2M | +3% | 23k | 309.51 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $7.2M | -4% | 34k | 213.67 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $7.2M | -4% | 74k | 97.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $5.7M | +5% | 8.7k | 653.21 |
|
| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.6 | $5.4M | 119k | 45.83 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.5 | $5.2M | +2% | 112k | 46.91 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $5.1M | 12k | 426.39 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.0M | 17k | 286.86 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.8M | 10k | 479.18 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $4.7M | 38k | 124.31 |
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| Spdr Series Trust State Stret Spdr (TIPX) | 0.5 | $4.5M | 234k | 19.19 |
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| Wal-Mart Stores (WMT) | 0.5 | $4.4M | 36k | 124.28 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $4.1M | -15% | 17k | 248.00 |
|
| McDonald's Corporation (MCD) | 0.4 | $4.0M | 13k | 310.79 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.9M | -5% | 23k | 169.66 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $3.9M | -3% | 40k | 99.27 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.9M | +8% | 4.2k | 919.66 |
|
| Netflix (NFLX) | 0.4 | $3.8M | +55% | 39k | 96.15 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $3.5M | -5% | 10k | 337.95 |
|
| Visa Com Cl A (V) | 0.3 | $3.3M | -3% | 11k | 302.24 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $3.2M | 46k | 70.91 |
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| Cisco Systems (CSCO) | 0.3 | $3.1M | 40k | 77.59 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $3.1M | +5% | 16k | 191.92 |
|
| Johnson & Johnson (JNJ) | 0.3 | $3.0M | +5% | 12k | 244.45 |
|
| Abbvie (ABBV) | 0.3 | $3.0M | +2% | 14k | 217.49 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $2.8M | +33% | 36k | 79.27 |
|
| Nike CL B (NKE) | 0.3 | $2.8M | +275% | 54k | 52.82 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $2.5M | 1.9k | 1320.83 |
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| Bank of America Corporation (BAC) | 0.3 | $2.4M | -2% | 50k | 48.75 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.4M | -2% | 4.2k | 577.20 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.4M | 2.4k | 996.24 |
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| Procter & Gamble Company (PG) | 0.2 | $2.3M | +2% | 16k | 144.44 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $2.2M | +6% | 37k | 61.26 |
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| Applied Materials (AMAT) | 0.2 | $2.2M | 6.5k | 341.79 |
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| Home Depot (HD) | 0.2 | $2.1M | -10% | 6.3k | 328.89 |
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| Advanced Micro Devices (AMD) | 0.2 | $2.0M | 10k | 203.42 |
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| United Sts Gasoline Units (UGA) | 0.2 | $2.0M | 19k | 103.34 |
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| Astrazeneca Ord (AZN) | 0.2 | $1.9M | NEW | 9.8k | 197.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.9M | 4.5k | 430.29 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.9M | 6.7k | 283.75 |
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| Sherwin-Williams Company (SHW) | 0.2 | $1.9M | 5.9k | 320.55 |
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| Caterpillar (CAT) | 0.2 | $1.8M | -5% | 2.5k | 708.46 |
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| International Business Machines (IBM) | 0.2 | $1.8M | 7.3k | 242.39 |
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|
| Kkr & Co (KKR) | 0.2 | $1.8M | +2174% | 19k | 92.50 |
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| Intel Corporation (INTC) | 0.2 | $1.8M | -54% | 40k | 44.13 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.7M | +8% | 12k | 147.11 |
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| Nordson Corporation (NDSN) | 0.2 | $1.7M | 6.2k | 266.06 |
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| Pepsi (PEP) | 0.2 | $1.7M | -4% | 11k | 155.29 |
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| Philip Morris International (PM) | 0.2 | $1.6M | +26% | 10k | 165.33 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.6M | -6% | 1.8k | 895.00 |
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| Coca-Cola Company (KO) | 0.2 | $1.6M | 22k | 76.05 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | -7% | 3.3k | 499.58 |
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| Ge Vernova (GEV) | 0.2 | $1.6M | 1.9k | 872.90 |
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| Merck & Co (MRK) | 0.2 | $1.6M | 13k | 120.29 |
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| Qualcomm (QCOM) | 0.2 | $1.6M | 12k | 128.77 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.6M | 8.1k | 192.90 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $1.5M | -22% | 55k | 27.85 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.2 | $1.5M | 35k | 43.55 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.5M | +9% | 6.8k | 216.58 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | 57k | 25.64 |
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| Linde SHS (LIN) | 0.1 | $1.4M | +32% | 2.9k | 495.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.4M | -2% | 18k | 79.61 |
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| ConocoPhillips (COP) | 0.1 | $1.4M | -5% | 10k | 132.00 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.3M | +4% | 3.7k | 357.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.3M | +104% | 4.1k | 320.81 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.2M | 5.1k | 247.08 |
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| Micron Technology (MU) | 0.1 | $1.2M | +11% | 3.7k | 337.84 |
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| Gorman-Rupp Company (GRC) | 0.1 | $1.2M | -9% | 20k | 62.13 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | 2.6k | 460.99 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $1.2M | -10% | 17k | 69.89 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | +18% | 6.2k | 194.12 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | -3% | 5.8k | 206.90 |
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| Sandisk Corp (SNDK) | 0.1 | $1.2M | -11% | 1.9k | 635.34 |
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| At&t (T) | 0.1 | $1.2M | -12% | 40k | 28.99 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | -3% | 11k | 102.67 |
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| Goldman Sachs (GS) | 0.1 | $1.2M | -10% | 1.4k | 845.68 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.2M | +11% | 6.7k | 171.21 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | +2% | 4.3k | 270.59 |
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| Blackrock (BLK) | 0.1 | $1.1M | +2% | 1.2k | 961.71 |
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| S&p Global (SPGI) | 0.1 | $1.1M | +3% | 2.6k | 425.34 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.1M | 34k | 32.43 |
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| TJX Companies (TJX) | 0.1 | $1.1M | +5% | 6.9k | 159.70 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.2k | 491.53 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | +22% | 5.0k | 213.66 |
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| Gilead Sciences (GILD) | 0.1 | $1.1M | -3% | 7.6k | 139.36 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.1M | +79% | 3.0k | 356.56 |
|
| Howmet Aerospace (HWM) | 0.1 | $1.0M | 4.5k | 230.46 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.0M | -2% | 14k | 73.64 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.0M | 2.2k | 463.19 |
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| Deere & Company (DE) | 0.1 | $992k | -2% | 1.8k | 563.30 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $959k | 7.1k | 135.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $954k | 3.6k | 261.92 |
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| Kla Corp Com New (KLAC) | 0.1 | $934k | +5% | 634.00 | 1472.41 |
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| Palo Alto Networks (PANW) | 0.1 | $924k | +64% | 5.8k | 160.31 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $918k | -4% | 7.7k | 118.63 |
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| Verizon Communications (VZ) | 0.1 | $895k | 18k | 50.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $880k | +46% | 14k | 64.08 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $877k | 30k | 29.08 |
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| Kinder Morgan (KMI) | 0.1 | $876k | 26k | 33.53 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $871k | -5% | 19k | 46.74 |
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| Welltower Inc Com reit (WELL) | 0.1 | $869k | 4.4k | 197.71 |
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| Morgan Stanley Com New (MS) | 0.1 | $869k | +19% | 5.3k | 164.55 |
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| Western Digital (WDC) | 0.1 | $866k | -2% | 3.2k | 270.49 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $862k | +31% | 5.6k | 152.75 |
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| Fifth Third Ban (FITB) | 0.1 | $853k | +49% | 18k | 46.46 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $849k | 10k | 82.49 |
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| Phillips 66 (PSX) | 0.1 | $848k | 4.7k | 182.18 |
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| Barclays Adr (BCS) | 0.1 | $844k | 40k | 21.16 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $840k | 5.7k | 146.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $816k | +2425% | 1.9k | 436.79 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $801k | 8.6k | 92.74 |
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| American Express Company (AXP) | 0.1 | $793k | +7% | 2.6k | 302.48 |
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| Arista Networks Com Shs (ANET) | 0.1 | $791k | +22% | 6.4k | 122.78 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $783k | 9.5k | 82.57 |
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| Boeing Company (BA) | 0.1 | $772k | -11% | 3.9k | 199.03 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $767k | -4% | 2.0k | 391.76 |
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| Uber Technologies (UBER) | 0.1 | $762k | 11k | 71.93 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $761k | +25% | 13k | 58.47 |
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| Progressive Corporation (PGR) | 0.1 | $760k | -6% | 3.8k | 198.24 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $755k | +6% | 11k | 68.14 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $754k | 15k | 48.93 |
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| Intercontinental Exchange (ICE) | 0.1 | $731k | +3% | 4.6k | 157.26 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $718k | -6% | 64k | 11.28 |
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| General Dynamics Corporation (GD) | 0.1 | $716k | 2.1k | 343.22 |
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| Booking Holdings (BKNG) | 0.1 | $716k | 170.00 | 4210.32 |
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| Emerson Electric (EMR) | 0.1 | $712k | 5.4k | 131.02 |
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| Lowe's Companies (LOW) | 0.1 | $710k | +17% | 3.0k | 236.28 |
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| Intuit (INTU) | 0.1 | $707k | -18% | 1.6k | 432.38 |
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| Danaher Corporation (DHR) | 0.1 | $704k | -2% | 3.7k | 189.57 |
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| W.W. Grainger (GWW) | 0.1 | $700k | 642.00 | 1090.81 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.1 | $697k | 15k | 47.37 |
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| Medtronic SHS (MDT) | 0.1 | $695k | +52% | 8.0k | 86.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $692k | +2% | 1.6k | 446.40 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $692k | -3% | 5.2k | 132.90 |
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| Pfizer (PFE) | 0.1 | $690k | 25k | 28.08 |
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| Constellation Energy (CEG) | 0.1 | $684k | 2.4k | 279.25 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $681k | -5% | 8.8k | 77.11 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $680k | -3% | 3.4k | 198.26 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $680k | -7% | 8.6k | 78.66 |
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| CSX Corporation (CSX) | 0.1 | $675k | 16k | 41.05 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $674k | -2% | 2.2k | 304.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $668k | 1.1k | 597.55 |
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| Steris Shs Usd (STE) | 0.1 | $668k | -3% | 3.0k | 221.13 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $666k | -3% | 2.3k | 287.18 |
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| BP Sponsored Adr (BP) | 0.1 | $665k | -22% | 14k | 47.00 |
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| Amphenol Corp Cl A (APH) | 0.1 | $660k | 5.2k | 126.35 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $658k | -10% | 33k | 19.75 |
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| General Motors Company (GM) | 0.1 | $655k | 8.8k | 74.50 |
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| Southern Company (SO) | 0.1 | $653k | 6.8k | 96.51 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $647k | -6% | 4.7k | 138.32 |
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| Williams Companies (WMB) | 0.1 | $642k | 8.8k | 72.78 |
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| Trane Technologies SHS (TT) | 0.1 | $641k | 1.5k | 416.74 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $638k | 3.7k | 173.43 |
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| O'reilly Automotive (ORLY) | 0.1 | $633k | +3% | 6.9k | 92.30 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $633k | +23% | 17k | 36.75 |
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| Delta Air Lines Com New (DAL) | 0.1 | $633k | +75% | 9.5k | 66.48 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $631k | -6% | 40k | 15.65 |
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| Capital One Financial (COF) | 0.1 | $625k | 3.4k | 182.43 |
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| Citigroup Com New (C) | 0.1 | $621k | 5.5k | 113.41 |
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| Us Bancorp Com New (USB) | 0.1 | $620k | +2% | 12k | 52.01 |
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| Prologis (PLD) | 0.1 | $611k | +6% | 4.6k | 132.18 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $609k | +66% | 25k | 24.75 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $608k | 3.2k | 191.81 |
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| Metropcs Communications (TMUS) | 0.1 | $606k | +3% | 2.9k | 210.04 |
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| Cummins (CMI) | 0.1 | $594k | -2% | 1.1k | 538.02 |
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| Watsco, Incorporated (WSO) | 0.1 | $590k | +6% | 1.6k | 363.79 |
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| Servicenow (NOW) | 0.1 | $588k | +20% | 5.6k | 104.55 |
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| American Electric Power Company (AEP) | 0.1 | $587k | +2% | 4.5k | 131.07 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) | 0.1 | $586k | +99% | 16k | 37.02 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $583k | 2.8k | 211.15 |
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| Quanta Services (PWR) | 0.1 | $581k | -16% | 1.1k | 549.02 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $580k | -11% | 6.6k | 88.16 |
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| Analog Devices (ADI) | 0.1 | $566k | +2% | 1.8k | 318.05 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $566k | 6.0k | 93.98 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $559k | +11% | 22k | 26.05 |
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| Sea Sponsord Ads (SE) | 0.1 | $558k | +26% | 6.7k | 82.81 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $556k | -9% | 4.4k | 125.46 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $555k | +33% | 1.1k | 484.91 |
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| Acnb Corp (ACNB) | 0.1 | $544k | 11k | 47.87 |
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| Shell Spon Ads (SHEL) | 0.1 | $534k | 5.7k | 92.99 |
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| Boston Scientific Corporation (BSX) | 0.1 | $531k | -18% | 8.5k | 62.75 |
|
| PNC Financial Services (PNC) | 0.1 | $529k | -4% | 2.5k | 208.05 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $526k | 2.3k | 233.26 |
|
|
| Hca Holdings (HCA) | 0.1 | $521k | 1.1k | 473.24 |
|
|
| Chubb (CB) | 0.1 | $519k | 1.6k | 325.93 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $509k | +4% | 13k | 39.07 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $508k | +67% | 15k | 33.15 |
|
| United Rentals (URI) | 0.1 | $505k | 693.00 | 728.56 |
|
|
| Icici Bank Adr (IBN) | 0.1 | $503k | -3% | 19k | 25.90 |
|
| Synopsys (SNPS) | 0.1 | $501k | +2% | 1.3k | 396.32 |
|
| Target Corporation (TGT) | 0.1 | $499k | -2% | 4.1k | 121.20 |
|
| Altria (MO) | 0.1 | $493k | 7.5k | 65.99 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $491k | +25% | 9.9k | 49.37 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $485k | +9% | 4.6k | 106.15 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $485k | +49% | 6.1k | 79.56 |
|
| McKesson Corporation (MCK) | 0.0 | $484k | -3% | 559.00 | 865.36 |
|
| MetLife (MET) | 0.0 | $482k | 6.8k | 70.72 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $478k | +14% | 6.1k | 78.41 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $478k | +14% | 1.7k | 275.18 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $478k | 3.6k | 130.95 |
|
|
| Kinross Gold Corp (KGC) | 0.0 | $477k | -17% | 16k | 30.52 |
|
| Walt Disney Company (DIS) | 0.0 | $476k | -22% | 4.9k | 96.38 |
|
| Monster Beverage Corp (MNST) | 0.0 | $472k | -3% | 6.5k | 72.46 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $472k | +706% | 5.7k | 82.75 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $472k | 15k | 30.68 |
|
|
| Prudential Financial (PRU) | 0.0 | $471k | 4.8k | 97.69 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $470k | -7% | 1.6k | 298.76 |
|
| FedEx Corporation (FDX) | 0.0 | $468k | 1.3k | 356.18 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $467k | NEW | 2.4k | 196.20 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $467k | -2% | 6.4k | 72.73 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $466k | -4% | 28k | 16.97 |
|
| Baron Etf Tr First Principles (RONB) | 0.0 | $463k | NEW | 20k | 22.87 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $461k | +2% | 4.7k | 98.37 |
|
| Moody's Corporation (MCO) | 0.0 | $460k | +54% | 1.1k | 436.25 |
|
| Public Service Enterprise (PEG) | 0.0 | $458k | 5.7k | 80.95 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $453k | -17% | 5.4k | 84.60 |
|
| Digital Realty Trust (DLR) | 0.0 | $451k | 2.5k | 180.17 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $450k | +138% | 1.8k | 250.58 |
|
| Stryker Corporation (SYK) | 0.0 | $448k | -15% | 1.4k | 328.59 |
|
| Amgen (AMGN) | 0.0 | $439k | 1.2k | 351.85 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $435k | +6% | 9.5k | 45.97 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $435k | 7.4k | 58.78 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $433k | +20% | 560.00 | 772.64 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $429k | -9% | 8.8k | 48.73 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $426k | 8.4k | 50.61 |
|
|
| Semtech Corporation (SMTC) | 0.0 | $426k | 5.5k | 76.89 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $425k | 5.7k | 75.10 |
|
|
| Simon Property (SPG) | 0.0 | $423k | 2.3k | 186.53 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $419k | +26% | 883.00 | 474.56 |
|
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 2026 Q1 filed May 11, 2026
- 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