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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 42.61% of Pinnacle Wealth Planning Services's stock portfolio.
Added to shares of these 10 stocks: IWM, EFA, SPAB, SPY, BlackRock, IVE, BND, VB, QQQ, XLE.
Started 48 new stock positions in XLK, WIW, VO, HDB, Lam Research Corporation, XLP, CASH, SLV, DAL, VB.
Reduced shares in these 10 stocks: ET (-$8.8M), NVDA (-$5.7M), AAPL, MSFT, FLTR, AMZN, TSN, META, AVGO, GOOGL.
Sold out of its positions in AAON, ACP, AOD, AVK, Advent Conv & Income, A, APD, ATI, AEP, AMT.
Pinnacle Wealth Planning Services was a net seller of stock by $-96M.
Pinnacle Wealth Planning Services has $666M in assets under management (AUM), dropping by -9.60%.
Central Index Key (CIK): 0001726752

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Portfolio Holdings for Pinnacle Wealth Planning Services

Pinnacle Wealth Planning Services holds 390 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Ig Floating Rate Etf Etf (FLTR)	14.8	$98M	-3%	3.9M	25.45	View chart
Energy Transfer Unit (ET)	11.3	$75M	-10%	3.8M	19.59	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	10.2	$68M		1.5M	44.92	View chart
Spdr S&p 500 Value Etf Etf (SPYV)	3.4	$23M		449k	51.14	View chart
Apple (AAPL)	2.9	$20M	-19%	78k	250.42	View chart
Spdr Aggregate Bond Etf Etf (SPAB)	2.8	$18M	+7%	733k	24.99	View chart
Spdr S&p 500 Growth Etf Etf (SPYG)	2.3	$15M		171k	87.90	View chart
Microsoft Corporation (MSFT)	2.1	$14M	-24%	33k	421.50	View chart
NVIDIA Corporation (NVDA)	1.9	$13M	-31%	94k	134.29	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.5	$9.8M		142k	68.94	View chart
Amazon (AMZN)	1.5	$9.7M	-20%	44k	219.39	View chart
Spdr Dbleline Emrg Mkt Fxd Incm Etf Etf (EMTL)	1.2	$8.1M	+4%	193k	42.10	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.1	$7.5M	+4%	144k	52.47	View chart
Facebook Inc cl a (META)	0.9	$6.1M	-24%	11k	585.51	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.9	$6.1M	+60%	80k	75.61	View chart
Tesla Motors (TSLA)	0.9	$6.0M	-18%	15k	403.84	View chart
Spdr S&p 500 Etf Etf (SPY)	0.9	$5.7M	+29%	9.8k	586.08	View chart
First Trust North American Energ Etf Etf (EMLP)	0.8	$5.5M		156k	35.65	View chart
Alphabet Inc Class A cs (GOOGL)	0.8	$5.3M	-23%	28k	189.30	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$4.9M		8.4k	588.68	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$4.8M	+7%	26k	185.13	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.7	$4.8M	+5%	49k	96.83	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$4.5M	+125%	20k	220.96	View chart
Ishares Core Us Aggregate Bond Etf Etf (AGG)	0.7	$4.4M		45k	96.90	View chart
Jpmorgan Betabuilders Usd High Y Etf Etf (BBHY)	0.6	$4.3M	+6%	93k	46.08	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.6	$4.1M		10k	401.57	View chart
Berkshire Hathaway (BRK.B)	0.6	$4.0M	-17%	8.8k	453.28	View chart
Spdr Bloomberg 1 10 Yr Tips Etf Etf (TIPX)	0.6	$4.0M	+2%	214k	18.49	View chart
Visa (V)	0.6	$3.8M	-12%	12k	316.04	View chart
Broadcom (AVGO)	0.5	$3.6M	-32%	16k	231.84	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.6M	-16%	15k	239.71	View chart
Spdr Index Shares Emerg Markt Etf Etf (SPEM)	0.5	$3.5M		91k	38.37	View chart
Alphabet Inc Class C cs (GOOG)	0.5	$3.2M	-27%	17k	190.44	View chart
Dimensional U S Equity Etf Etf (DFUS)	0.4	$2.9M		46k	63.75	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.4	$2.8M	+17%	24k	115.22	View chart
McDonald's Corporation (MCD)	0.4	$2.7M	-14%	9.3k	289.89	View chart
Procter & Gamble Company (PG)	0.4	$2.6M	-28%	16k	167.65	View chart
Eli Lilly & Co. (LLY)	0.4	$2.4M	-28%	3.1k	772.00	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.3M	-25%	21k	107.57	View chart
Taiwan Semiconductr F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (TSM)	0.3	$2.3M	-23%	12k	197.49	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$2.3M	-5%	8.0k	283.85	View chart
Netflix (NFLX)	0.3	$2.2M	-18%	2.4k	891.32	View chart
Abbvie (ABBV)	0.3	$2.1M	-19%	12k	177.70	View chart
UnitedHealth (UNH)	0.3	$2.1M	-31%	4.1k	505.80	View chart
Wal-Mart Stores (WMT)	0.3	$2.0M	-11%	23k	90.35	View chart
Sherwin-Williams Company (SHW)	0.3	$2.0M	-32%	6.0k	339.93	View chart
Costco Wholesale Corporation (COST)	0.3	$1.9M	-8%	2.0k	916.27	View chart
MasterCard Incorporated (MA)	0.3	$1.8M	-32%	3.5k	526.57	View chart
Pepsi (PEP)	0.3	$1.8M	-23%	12k	152.06	View chart
Invsc S P 500 Equal Weight Etf Etf (RSP)	0.3	$1.8M	+33%	11k	175.23	View chart
Home Depot (HD)	0.3	$1.8M	-28%	4.6k	388.99	View chart
Invsc Qqq Trust Srs 1 Etf Iv Etf (QQQ)	0.3	$1.7M	+86%	3.4k	511.23	View chart
Oracle Corporation (ORCL)	0.2	$1.5M	-13%	9.1k	166.64	View chart
Bank of America Corporation (BAC)	0.2	$1.5M	-10%	34k	43.95	View chart
Sap Se F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SAP)	0.2	$1.5M	-6%	6.0k	246.21	View chart
Wisdomtree International Eqy Etf Etf (DWM)	0.2	$1.4M	-12%	27k	52.70	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.4M	+186%	7.4k	190.88	View chart
Ft Cboe Vest Us Equity Deep Buff Etf Etf (DAUG)	0.2	$1.4M		35k	39.68	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.2	$1.4M	+131%	16k	85.66	View chart
Fs Kkr Capital Corp (FSK)	0.2	$1.4M		63k	21.72	View chart
Nordson Corporation (NDSN)	0.2	$1.3M		6.4k	209.24	View chart
Astrazeneca Plc F Sponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (AZN)	0.2	$1.3M		20k	65.52	View chart
Asml Holding N V F Sponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML)	0.2	$1.3M	-21%	1.8k	693.08	View chart
Accenture Plc F Class A Shs Class A (ACN)	0.2	$1.3M	-21%	3.6k	351.79	View chart
Novo-nordisk As Vormal F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVO)	0.2	$1.2M	-14%	14k	86.02	View chart
Merck & Co (MRK)	0.2	$1.2M	-20%	12k	99.48	View chart
United States Gasoline Etf Unit (UGA)	0.2	$1.2M		19k	62.99	View chart
S&p Global (SPGI)	0.2	$1.1M	-21%	2.3k	498.03	View chart
Abbott Laboratories (ABT)	0.2	$1.1M	-12%	9.8k	113.10	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	-37%	7.7k	144.63	View chart
Intuit (INTU)	0.2	$1.1M	-20%	1.8k	628.50	View chart
Intuitive Surgical (ISRG)	0.2	$1.1M	-18%	2.1k	521.96	View chart
ConocoPhillips (COP)	0.2	$1.0M		11k	99.17	View chart
Wells Fargo & Company (WFC)	0.2	$1.0M		15k	70.24	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.0M	-23%	2.3k	444.59	View chart
Qualcomm (QCOM)	0.2	$1.0M	-7%	6.8k	153.62	View chart
Caterpillar (CAT)	0.2	$1.0M	-17%	2.8k	362.76	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.0M	-14%	1.6k	636.03	View chart
Advanced Micro Devices (AMD)	0.2	$1.0M	-9%	8.4k	120.79	View chart
Cisco Systems (CSCO)	0.2	$1.0M	-15%	17k	59.20	View chart
Coca-Cola Company (KO)	0.2	$1.0M	-16%	16k	62.26	View chart
Eaton (ETN)	0.2	$1.0M	-10%	3.0k	331.87	View chart
Linde Plc F SHS (LIN)	0.1	$977k	-30%	2.3k	418.67	View chart
Ft Vst Us Eqty Deep Bufr Etf Etf (DJUN)	0.1	$972k		23k	43.28	View chart
Spdr Gold Shares Etf Etf (GLD)	0.1	$970k	+52%	4.0k	242.13	View chart
Marsh & McLennan Companies (MMC)	0.1	$949k	-23%	4.5k	212.41	View chart
Progressive Corporation (PGR)	0.1	$945k	-21%	3.9k	239.61	View chart
Thermo Fisher Scientific (TMO)	0.1	$930k	-28%	1.8k	520.08	View chart
BlackRock	0.1	$923k	NEW	900.00	1025.11	View chart
Ishares Iboxx High Yield Bond Etf Etf (HYG)	0.1	$914k	+264%	12k	78.65	View chart
Philip Morris International (PM)	0.1	$914k	-21%	7.6k	120.35	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$866k	NEW	12k	71.91	View chart
Servicenow (NOW)	0.1	$851k	-29%	803.00	1060.12	View chart
Ft Cboe Vest Us Eqy Deep Buffer Etf Etf (DJUL)	0.1	$851k		20k	41.98	View chart
At&t (T)	0.1	$842k	-7%	37k	22.77	View chart
American Express Company (AXP)	0.1	$835k	-30%	2.8k	296.79	View chart
Chevron Corporation (CVX)	0.1	$834k	-26%	5.8k	144.84	View chart
Vanguard Small Cap Etf Iv Etf (VB)	0.1	$829k	NEW	3.4k	240.28	View chart
Boeing Company (BA)	0.1	$786k	+19%	4.4k	177.00	View chart
Goldman Sachs (GS)	0.1	$773k	-25%	1.4k	572.62	View chart
Spdr Dow Jones Industrial Avrg Etf Etf (DIA)	0.1	$766k	+239%	1.8k	425.50	View chart
Canadian Pacific Kansas City (CP)	0.1	$763k	-13%	11k	72.37	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$752k		2.3k	322.16	View chart
salesforce (CRM)	0.1	$748k	-51%	2.2k	334.33	View chart
Ferrari Nv Ord (RACE)	0.1	$745k	-23%	1.8k	424.84	View chart
CSX Corporation (CSX)	0.1	$743k	+41%	23k	32.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$739k	-25%	6.4k	115.72	View chart
International Business Machines (IBM)	0.1	$730k	-38%	3.3k	219.83	View chart
Ishares 1-3 Year Treasry Bond Etf Etf (SHY)	0.1	$728k	NEW	8.9k	81.98	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$709k	+68%	17k	41.82	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$709k		6.7k	106.55	View chart
Icici Bank Ltd F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (IBN)	0.1	$706k	-41%	24k	29.86	View chart
Ft Cboe Vest Nasdaq 100 Buffer Etf Etf (QJUN)	0.1	$702k	+16%	25k	28.03	View chart
Booking Holdings (BKNG)	0.1	$696k	-15%	140.00	4968.42	View chart
Paypal Holdings (PYPL)	0.1	$689k	-10%	8.1k	85.35	View chart
Barclays Plc F Sponsored Adr 1 Adr Reps 4 Ord Sponsored Adr (BCS)	0.1	$685k	-13%	52k	13.29	View chart
Target Corporation (TGT)	0.1	$676k	+21%	5.0k	135.19	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$673k	+91%	6.6k	101.53	View chart
Valero Energy Corporation (VLO)	0.1	$670k	-11%	5.5k	122.59	View chart
Watsco, Incorporated (WSO)	0.1	$669k		1.4k	473.89	View chart
Ishares Msci Usa Min Vol Fctr Etf Etf (USMV)	0.1	$665k	NEW	7.5k	88.79	View chart
Danaher Corporation (DHR)	0.1	$662k	-29%	2.9k	229.55	View chart
Applied Materials (AMAT)	0.1	$659k	-9%	4.1k	162.63	View chart
Verizon Communications (VZ)	0.1	$659k	-18%	17k	39.99	View chart
TJX Companies (TJX)	0.1	$652k	-26%	5.4k	120.81	View chart
General Electric (GE)	0.1	$646k	-27%	3.9k	166.77	View chart
Lowe's Companies (LOW)	0.1	$634k	-40%	2.6k	246.80	View chart
Zoetis Inc Cl A (ZTS)	0.1	$634k	-12%	3.9k	162.93	View chart
Ishares 20 Pls Year Treasury Bnd Etf Etf (TLT)	0.1	$630k	NEW	7.2k	87.33	View chart
Comcast Corporation (CMCSA)	0.1	$625k	-45%	17k	37.53	View chart
Gorman-Rupp Company (GRC)	0.1	$615k	+81%	16k	37.92	View chart
Vanguard Index Funds Mid Cap E Tf Etf (VO)	0.1	$612k	NEW	2.3k	264.13	View chart
Intercontinental Exchange (ICE)	0.1	$611k	-17%	4.1k	149.01	View chart
W.W. Grainger (GWW)	0.1	$607k	-5%	576.00	1054.05	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$601k	-44%	4.7k	127.07	View chart
Metropcs Communications (TMUS)	0.1	$601k	-20%	2.7k	220.73	View chart
Prudential Financial (PRU)	0.1	$591k	-9%	5.0k	118.53	View chart
Phillips 66 (PSX)	0.1	$588k	-10%	5.2k	113.93	View chart
Arista Networks (ANET)	0.1	$581k	+203%	5.3k	110.53	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.1	$568k	-3%	9.4k	60.75	View chart
Analog Devices (ADI)	0.1	$564k	-30%	2.7k	212.46	View chart
Uber Technologies (UBER)	0.1	$560k	-35%	9.3k	60.32	View chart
Walt Disney Company (DIS)	0.1	$559k	-23%	5.0k	111.35	View chart
Boston Scientific Corporation (BSX)	0.1	$559k	-23%	6.3k	89.32	View chart
Stryker Corporation (SYK)	0.1	$555k	-21%	1.5k	360.05	View chart
Chipotle Mexican Grill (CMG)	0.1	$552k	-22%	9.2k	60.30	View chart
Ishares Msci Usa Qlty Fact Etf Etf (QUAL)	0.1	$549k	NEW	3.1k	178.08	View chart
Vanguard Star Fd Tl Intl Stk F Etf Etf (VXUS)	0.1	$548k	NEW	9.3k	58.93	View chart
Vanguard Total World Stock Index Etf Etf (VT)	0.1	$546k	NEW	4.6k	117.48	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$539k	NEW	1.9k	289.81	View chart
Starbucks Corporation (SBUX)	0.1	$526k	+3%	5.8k	91.24	View chart
Gilead Sciences (GILD)	0.1	$515k	-27%	5.6k	92.37	View chart
Technology Select Sector Spdr Etf Etf (XLK)	0.1	$512k	NEW	2.2k	232.52	View chart
Amgen (AMGN)	0.1	$507k	-27%	1.9k	260.64	View chart
MetLife (MET)	0.1	$507k	-14%	6.2k	81.88	View chart
Amphenol Corporation (APH)	0.1	$501k	-37%	7.2k	69.45	View chart
Fifth Third Ban (FITB)	0.1	$499k	+35%	12k	42.28	View chart
Intel Corporation (INTC)	0.1	$495k	-3%	25k	20.05	View chart
Chubb (CB)	0.1	$491k	-39%	1.8k	276.30	View chart
Sea Ltd F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SE)	0.1	$487k	-15%	4.6k	106.10	View chart
Kinder Morgan (KMI)	0.1	$486k	-25%	18k	27.40	View chart
Southern Company (SO)	0.1	$483k	-26%	5.9k	82.32	View chart
Honeywell International (HON)	0.1	$483k	-44%	2.1k	225.87	View chart
Union Pacific Corporation (UNP)	0.1	$480k	-29%	2.1k	228.04	View chart
Bp Plc F Sponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP)	0.1	$473k	-20%	16k	29.56	View chart
General Motors Company (GM)	0.1	$457k	-8%	8.6k	53.27	View chart
Sumitomo Mitsui Finl00 F Sponsored Adr 1 Adr Reps 0.2 Ord Sponsored Adr (SMFG)	0.1	$456k	-20%	31k	14.49	View chart
Sanofi S A F Sponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (SNY)	0.1	$454k		9.4k	48.23	View chart
Acnb Corp (ACNB)	0.1	$453k		11k	39.83	View chart
PNC Financial Services (PNC)	0.1	$453k	-2%	2.3k	192.81	View chart
Lpl Financial Holdings (LPLA)	0.1	$450k	NEW	1.4k	326.51	View chart
Automatic Data Processing (ADP)	0.1	$449k	-38%	1.5k	292.73	View chart
Bank of New York Mellon Corporation (BK)	0.1	$443k	-23%	5.8k	76.83	View chart
Morgan Stanley (MS)	0.1	$435k	-7%	3.5k	125.72	View chart
TransDigm Group Incorporated (TDG)	0.1	$435k	-14%	343.00	1267.28	View chart
Hilton Worldwide Holdings (HLT)	0.1	$435k	-21%	1.8k	247.16	View chart
Palo Alto Networks (PANW)	0.1	$434k	+41%	2.4k	181.92	View chart
Shell Plc F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (SHEL)	0.1	$432k	-41%	6.9k	62.65	View chart
Texas Instruments Incorporated (TXN)	0.1	$429k	-37%	2.3k	187.51	View chart
Charles Schwab Corporation (SCHW)	0.1	$429k	+10%	5.8k	74.01	View chart
Spotify Technology F SHS (SPOT)	0.1	$428k	+15%	957.00	447.38	View chart
Dr Reddy S Laboratorie F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (RDY)	0.1	$422k	+203%	27k	15.79	View chart
Constellation Energy (CEG)	0.1	$419k	-25%	1.9k	223.71	View chart
Vgrd Stc Etf Dv Etf (VCSH)	0.1	$418k	NEW	5.4k	78.01	View chart
Vanguard Large Cap Etf Etf (VV)	0.1	$417k	NEW	1.5k	269.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$415k	-37%	854.00	485.94	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$414k	-6%	1.0k	402.70	View chart
General Dynamics Corporation (GD)	0.1	$411k	-9%	1.6k	263.49	View chart
Cleveland-cliffs (CLF)	0.1	$407k	NEW	43k	9.40	View chart
Relx Plc F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (RELX)	0.1	$403k	-13%	8.9k	45.42	View chart
Ishares Gold Etf Etf (IAU)	0.1	$399k	+61%	8.1k	49.51	View chart
Prologis (PLD)	0.1	$399k	-43%	3.8k	105.70	View chart
Equinix (EQIX)	0.1	$397k	-35%	422.00	941.77	View chart
Infosys Ltd F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (INFY)	0.1	$396k	-37%	18k	21.92	View chart
Wipro Ltd F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (WIT)	0.1	$391k		111k	3.54	View chart
Norfolk Southern (NSC)	0.1	$391k	+52%	1.7k	234.70	View chart
Pfizer (PFE)	0.1	$390k	-50%	15k	26.53	View chart
Deere & Company (DE)	0.1	$390k	-40%	920.00	423.47	View chart
Select Sector Spdr Trust Consu Mer Staples Index Etf (XLP)	0.1	$387k	NEW	4.9k	78.61	View chart
Workday Inc cl a (WDAY)	0.1	$387k	+16%	1.5k	258.03	View chart
Monster Beverage Corp (MNST)	0.1	$386k	-12%	7.3k	52.56	View chart
United Rentals (URI)	0.1	$381k	-37%	541.00	704.44	View chart
Waste Management (WM)	0.1	$380k	-27%	1.9k	201.79	View chart
Vanguard Ftse All World Ex Us Etf Etf (VEU)	0.1	$375k	NEW	6.5k	57.41	View chart
Copart (CPRT)	0.1	$375k	-29%	6.5k	57.39	View chart
Ameriprise Financial (AMP)	0.1	$374k	-27%	703.00	532.43	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$374k	+79%	23k	16.27	View chart
Aon Plc F Class A Shs Cl A (AON)	0.1	$368k	-35%	1.0k	359.16	View chart
Square Inc cl a (SQ)	0.1	$366k	+2%	4.3k	84.99	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$366k	+25%	1.3k	287.82	View chart
Cadence Design Systems (CDNS)	0.1	$363k	-20%	1.2k	300.46	View chart
Marvell Technology (MRVL)	0.1	$362k	-5%	3.3k	110.45	View chart
Johnson Controls Inter F SHS (JCI)	0.1	$361k	-32%	4.6k	78.93	View chart
Citigroup (C)	0.1	$359k	+3%	5.1k	70.39	View chart
Select Sector Spdr Trust Sbi I Nt-finl Etf Etf (XLF)	0.1	$358k	NEW	7.4k	48.33	View chart
Mitsubishi U F J Finan F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (MUFG)	0.1	$358k	-31%	31k	11.72	View chart
Royal Caribbean Cruises (RCL)	0.1	$354k	-29%	1.5k	230.69	View chart
Mitsubishi Heavy Inds F Unsponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (MHVIY)	0.1	$345k	NEW	12k	27.98	View chart
Cintas Corporation (CTAS)	0.1	$345k	-26%	1.9k	182.70	View chart
O'reilly Automotive (ORLY)	0.1	$344k	-35%	290.00	1185.80	View chart
Emerson Electric (EMR)	0.1	$342k	-53%	2.8k	123.93	View chart
Yum! Brands (YUM)	0.1	$341k	-7%	2.5k	134.17	View chart
D.R. Horton (DHI)	0.1	$340k	-29%	2.4k	139.82	View chart
Marriott International (MAR)	0.1	$339k	-3%	1.2k	278.94	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$339k	NEW	12k	27.32	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$338k	-22%	475.00	712.33	View chart
KLA-Tencor Corporation (KLAC)	0.1	$338k	-25%	536.00	630.12	View chart
WisdomTree Investments (WT)	0.1	$337k	-9%	32k	10.50	View chart
McKesson Corporation (MCK)	0.1	$337k	-27%	591.00	569.91	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.1	$335k		18k	19.16	View chart
Ge Vernova (GEV)	0.0	$331k	-24%	1.0k	328.93	View chart
Brit Amer Tobacco F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (BTI)	0.0	$331k	-27%	9.1k	36.32	View chart
Moody's Corporation (MCO)	0.0	$330k		697.00	473.37	View chart
U.S. Bancorp (USB)	0.0	$327k	-18%	6.8k	47.83	View chart
Ametek (AME)	0.0	$327k		1.8k	180.26	View chart
Autodesk (ADSK)	0.0	$325k	-22%	1.1k	295.57	View chart
Ishares Jp Morgan Usd Emerging Marke Etf (EMB)	0.0	$322k	-6%	3.6k	89.04	View chart
F5 Networks (FFIV)	0.0	$321k	-5%	1.3k	251.47	View chart
Synopsys (SNPS)	0.0	$321k	-23%	661.00	485.36	View chart
Icon Plc F SHS (ICLR)	0.0	$320k		1.5k	209.71	View chart
Altria (MO)	0.0	$315k	-28%	6.0k	52.29	View chart
Public Service Enterprise (PEG)	0.0	$312k	-41%	3.7k	84.49	View chart
FedEx Corporation (FDX)	0.0	$311k	+34%	1.1k	281.33	View chart
Trane Technologies Plc F SHS (TT)	0.0	$310k	-39%	840.00	369.35	View chart
Medtronic Plc F SHS (MDT)	0.0	$310k		3.9k	79.88	View chart
Spdr S&p Midcap 400 Etf Etf (MDY)	0.0	$308k	NEW	541.00	569.58	View chart
Ing Groep Adr Rep 1 Or F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (ING)	0.0	$308k	+12%	20k	15.67	View chart
Ase Technology Holding F Unsponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (ASX)	0.0	$305k	-52%	30k	10.07	View chart
Diageo Plc F Sponsored Adr 1 Adr Reps 4 Ord Sponsored Adr (DEO)	0.0	$301k	-30%	2.4k	127.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$299k	-20%	1.7k	172.42	View chart
Nike (NKE)	0.0	$296k	-33%	3.9k	75.67	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Etf (IGSB)	0.0	$295k		5.7k	51.70	View chart
Evercore Partners (EVR)	0.0	$294k		1.1k	277.19	View chart
Carvana Co cl a (CVNA)	0.0	$293k	-23%	1.4k	203.36	View chart
Broadridge Financial Solutions (BR)	0.0	$293k	+16%	1.3k	226.09	View chart
Gsk Plc Adr F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (GSK)	0.0	$292k	-19%	8.6k	33.82	View chart
Ubs Group Ag F SHS (UBS)	0.0	$291k	-21%	9.6k	30.32	View chart
Quanta Services (PWR)	0.0	$291k	-37%	919.00	316.05	View chart
Innovtr Us Eqty 5 To 15 Buffer Etf Etf (EALT)	0.0	$290k	NEW	9.0k	32.24	View chart
Arch Cap Group Ltd F Ord Shs (ACGL)	0.0	$289k	-7%	3.1k	92.35	View chart
Nextera Energy (NEE)	0.0	$288k	-59%	4.0k	71.69	View chart
Sony Group Corp F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SONY)	0.0	$287k	+120%	14k	21.16	View chart
Guidewire Software (GWRE)	0.0	$287k		1.7k	168.58	View chart
Hsbc Hldgs Plc F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (HSBC)	0.0	$287k	-35%	5.8k	49.46	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$286k	NEW	3.1k	92.59	View chart
Glaukos (GKOS)	0.0	$284k	+3%	1.9k	149.94	View chart
Ansys (ANSS)	0.0	$283k	NEW	840.00	337.33	View chart
Delta Air Lines (DAL)	0.0	$283k	NEW	4.7k	60.50	View chart
Toast (TOST)	0.0	$280k	NEW	7.7k	36.45	View chart
Archrock (AROC)	0.0	$279k	-22%	11k	24.89	View chart
United Parcel Service (UPS)	0.0	$279k	-24%	2.2k	126.10	View chart
Alcon Inc F Ord Shs (ALC)	0.0	$278k	-9%	3.3k	84.89	View chart
Rbc Cad (RY)	0.0	$274k	-33%	2.3k	120.51	View chart
Steris Plc F Shs Usd (STE)	0.0	$271k	-5%	1.3k	205.56	View chart
AFLAC Incorporated (AFL)	0.0	$270k	-31%	2.6k	103.44	View chart
Manulife Finl Corp (MFC)	0.0	$270k		8.8k	30.71	View chart
Motorola Solutions (MSI)	0.0	$270k	-38%	583.00	462.23	View chart
Woori Finl Group Inc F Unsponsored Adr 1 Adr Reps 3 Ord Sponsored Adr (WF)	0.0	$269k	-40%	8.6k	31.25	View chart
Rockwell Automation (ROK)	0.0	$268k	-24%	937.00	285.79	View chart
Mondelez Int (MDLZ)	0.0	$268k	-30%	4.5k	59.73	View chart
Cbre Group Inc Cl A (CBRE)	0.0	$268k	-12%	2.0k	131.29	View chart
Lam Research Corporation	0.0	$267k	NEW	3.7k	72.23	View chart
Fiserv (FI)	0.0	$266k	-48%	1.3k	205.42	View chart
Alibaba Group Hldg Ltd F Sponsored Adr 1 Adr Reps 8 Ord Sponsored Adr (BABA)	0.0	$266k	+3%	3.1k	84.79	View chart
Frontdoor (FTDR)	0.0	$265k		4.8k	54.67	View chart
Koninklijke Philips N F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (PHG)	0.0	$263k	+3%	10k	25.32	View chart
Welltower Inc Com reit (WELL)	0.0	$262k	-38%	2.1k	126.03	View chart
Anthem (ELV)	0.0	$260k	-32%	706.00	368.90	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$259k	NEW	1.6k	164.17	View chart
Sei Select Intl Equity Etf	0.0	$258k	NEW	11k	23.86	View chart
Housing Development Fi F Sponsored Adr 1 Adr Reps 3 Ord Sponsored Adr (HDB)	0.0	$257k	NEW	4.0k	63.86	View chart
Murphy Usa (MUSA)	0.0	$256k	-20%	511.00	501.75	View chart
Dupont De Nemours (DD)	0.0	$256k	-40%	3.4k	76.25	View chart
Fortinet (FTNT)	0.0	$256k	-24%	2.7k	94.48	View chart
Globe Life (GL)	0.0	$256k	+3%	2.3k	111.52	View chart
Anheuser Busch Inbev S F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (BUD)	0.0	$256k	-38%	5.1k	50.07	View chart
Bristol Myers Squibb (BMY)	0.0	$255k	+8%	4.5k	56.56	View chart
Us Foods Hldg Corp call (USFD)	0.0	$254k		3.8k	67.46	View chart
Capital One Financial (COF)	0.0	$254k	-28%	1.4k	178.32	View chart
Kinross Gold Corp (KGC)	0.0	$253k	-36%	27k	9.27	View chart
Gartner (IT)	0.0	$253k	-23%	522.00	484.47	View chart
Coherent Corp (COHR)	0.0	$252k		2.7k	94.73	View chart
Banco Santander Sa Iam F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SAN)	0.0	$252k	-19%	55k	4.56	View chart
Check Pt Software F Ord (CHKP)	0.0	$251k		1.3k	186.63	View chart
Becton, Dickinson and (BDX)	0.0	$249k	-34%	1.1k	226.87	View chart
Ford Motor Company (F)	0.0	$249k	-20%	25k	9.90	View chart
Installed Bldg Prods (IBP)	0.0	$246k	-17%	1.4k	175.25	View chart
Texas Pacific Land Corp (TPL)	0.0	$246k	-26%	222.00	1105.96	View chart
Cigna Corp (CI)	0.0	$245k	-44%	886.00	276.00	View chart
First Trust Mid Cap Cre Alphadex Etf Etf (FNX)	0.0	$243k		2.1k	115.72	View chart
Shopify Inc cl a (SHOP)	0.0	$241k	-36%	2.3k	106.33	View chart
Old Dominion Freight Line (ODFL)	0.0	$240k	-14%	1.4k	176.40	View chart
American International (AIG)	0.0	$240k	-30%	3.3k	72.80	View chart
Diamondback Energy (FANG)	0.0	$238k	-25%	1.5k	163.83	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$238k	NEW	977.00	243.26	View chart
Kb Finl Group Inc F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (KB)	0.0	$237k	-39%	4.2k	56.90	View chart
Ft Vst Us Eqy Ehnc Mdrt Buf Etf Etf (XJUN)	0.0	$237k	NEW	6.1k	38.63	View chart
Roper Industries (ROP)	0.0	$236k	-25%	454.00	519.85	View chart
First Trust Lrge Cap Core Apadex Etf Etf (FEX)	0.0	$235k		2.3k	104.30	View chart
Argenx Se F Unsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (ARGX)	0.0	$233k	-23%	379.00	615.00	View chart
Bank Of N T Butterfiel F Shs New (NTB)	0.0	$232k	-29%	6.4k	36.55	View chart
Tenaris S A F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (TS)	0.0	$232k	-16%	6.1k	37.79	View chart
Affiliated Managers (AMG)	0.0	$231k		1.3k	184.92	View chart
L3harris Technologies (LHX)	0.0	$231k	-30%	1.1k	210.28	View chart
Encompass Health Corp (EHC)	0.0	$231k		2.5k	92.35	View chart
Toyota Motor Corp F Sponsored Adr 1 Adr Reps 10 Ord Sponsored Adr (TM)	0.0	$229k	-43%	1.2k	194.61	View chart
Nordstrom (JWN)	0.0	$228k	NEW	9.4k	24.15	View chart
Hubbell (HUBB)	0.0	$228k		544.00	418.89	View chart
Williams Companies (WMB)	0.0	$227k	-36%	4.2k	54.12	View chart
3M Company (MMM)	0.0	$226k	-20%	1.8k	129.09	View chart
Marathon Petroleum Corp (MPC)	0.0	$226k	-85%	1.6k	139.50	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$226k	NEW	1.2k	195.83	View chart
Bhp Group Ltd F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (BHP)	0.0	$225k	-38%	4.6k	48.83	View chart
Raymond James Financial (RJF)	0.0	$225k	-31%	1.5k	155.33	View chart
Iqvia Holdings (IQV)	0.0	$225k	-19%	1.1k	196.42	View chart
SkyWest (SKYW)	0.0	$225k	-13%	2.2k	100.13	View chart
Coupang (CPNG)	0.0	$224k		10k	21.98	View chart
Oneok (OKE)	0.0	$219k	-14%	2.2k	100.40	View chart
Bill Com Holdings Ord (BILL)	0.0	$217k	NEW	2.6k	84.71	View chart
Pentair Plc F SHS (PNR)	0.0	$216k	NEW	2.1k	100.64	View chart
NRG Energy (NRG)	0.0	$215k		2.4k	90.22	View chart
United Microelectronic F Sponsored Adr 1 Adr Reps 5 Ord Sponsored Adr (UMC)	0.0	$215k	-52%	33k	6.49	View chart
Discover Financial Services (DFS)	0.0	$215k	-17%	1.2k	173.23	View chart
First Tr Small Cap Core Alphadex Etf Etf (FYX)	0.0	$215k		2.1k	101.06	View chart
Hp (HPQ)	0.0	$215k	-15%	6.6k	32.63	View chart
Simon Property (SPG)	0.0	$212k	-20%	1.2k	172.21	View chart
Reinsurance Group of America (RGA)	0.0	$212k		993.00	213.63	View chart
Onto Innovation (ONTO)	0.0	$211k	-6%	1.3k	166.67	View chart
Ishares Short Term Ntnl Mun Bnd Etf Etf (SUB)	0.0	$211k		2.0k	105.48	View chart
Palantir Technologies (PLTR)	0.0	$210k	NEW	2.8k	75.63	View chart
Southwest Airlines (LUV)	0.0	$206k	NEW	6.1k	33.62	View chart
Hca Holdings (HCA)	0.0	$206k	-27%	685.00	299.93	View chart
Ishares Silver Trust Etf Etf (SLV)	0.0	$205k	NEW	7.8k	26.33	View chart
Cummins (CMI)	0.0	$204k	-43%	586.00	348.60	View chart
Garmin Ltd F SHS (GRMN)	0.0	$204k	-42%	987.00	206.26	View chart
Grayscale Ethereum Tr Et Etf (ETHE)	0.0	$203k	NEW	7.3k	28.02	View chart
Thomson Reuters Corp. (TRI)	0.0	$202k	-44%	1.3k	160.38	View chart
Nomura Holdings F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NMR)	0.0	$194k	-42%	34k	5.79	View chart
Mizuho Finl Group F Sponsored Adr 1 Adr Reps 0.2 Ord Sponsored Adr (MFG)	0.0	$171k	+6%	35k	4.89	View chart
Blackrock Credit Allocat Uit (BTZ)	0.0	$163k		16k	10.46	View chart
Sasol Limited F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SSL)	0.0	$152k	+97%	33k	4.56	View chart
Kennedy-Wilson Holdings (KW)	0.0	$137k	-34%	14k	9.99	View chart
Joby Aviation (JOBY)	0.0	$133k	+7%	16k	8.13	View chart
Tencent Music Entmt Gr F Sponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (TME)	0.0	$131k	-44%	12k	11.35	View chart
Capitol Federal Financial (CFFN)	0.0	$119k	-43%	20k	5.91	View chart
Natwest Group Plc F Unsponsored Adr 1 Adr Reps 2 Ord Sponsored Adr (NWG)	0.0	$112k	-4%	11k	10.17	View chart
City Office Reit (CIO)	0.0	$112k		20k	5.52	View chart
Korea Elec Pwr Corp F Sponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (KEP)	0.0	$112k	-56%	16k	6.88	View chart
Turkcell Iletisim Hizm F Sponsored Adr 1 Adr Reps 2.5 Ord Sponsored Adr (TKC)	0.0	$111k	-42%	17k	6.51	View chart
Orion Office Reit Inc-w/i (ONL)	0.0	$102k	-39%	27k	3.71	View chart
Fennec Pharmaceuticals (FENC)	0.0	$97k	NEW	15k	6.32	View chart
Clipper Realty Inc Reit equities - reit (CLPR)	0.0	$96k	-39%	21k	4.58	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$96k	-48%	13k	7.52	View chart
Metagenomi (MGX)	0.0	$92k	NEW	25k	3.61	View chart
Adaptive Biotechnologies Cor (ADPT)	0.0	$86k	-56%	14k	6.00	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.0	$86k	NEW	10k	8.27	View chart
Cemex Sab De C V F Sponsored Adr 1 Adr Reps 10 Ord Sponsored Adr (CX)	0.0	$83k	-28%	15k	5.64	View chart
Redfin Corp (RDFN)	0.0	$79k	-44%	10k	7.87	View chart
Allianzgi Conv & Income Fd Ii (NCZ)	0.0	$71k	+6%	23k	3.13	View chart
Lumen Technologies (LUMN)	0.0	$64k	-4%	12k	5.31	View chart
Novagold Resources Inc Cad (NG)	0.0	$60k	-49%	18k	3.33	View chart
Plug Power (PLUG)	0.0	$60k	NEW	28k	2.13	View chart
Companhia Siderurgica F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SID)	0.0	$46k	+41%	32k	1.44	View chart
Lloyds Banking Group F Sponsored Adr 1 Adr Reps 4 Ord Sponsored Adr (LYG)	0.0	$44k	+14%	16k	2.72	View chart
Geron Corporation (GERN)	0.0	$44k		12k	3.54	View chart
Safe Bulkers Inc Com Stk (SB)	0.0	$38k	-9%	11k	3.57	View chart
Companhia De Saneament F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (SBS)	0.0	$29k	-18%	11k	2.76	View chart
Companhia Energetic F Sponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (CIG)	0.0	$18k	NEW	10k	1.77	View chart
Meta Financial (CASH)	0.0	$4.0k	NEW	55.00	73.58	View chart
Tilt Hldgs (TLLTF)	0.0	$2.9k	NEW	543k	0.01	View chart

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 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
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

View all past filings

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