Pinnacle Wealth Planning Services, Inc. Purchases in Q2 2025

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
20.5K
+ 20.93%
$94.31 - $157.99 $1.93M - $3.24M
118K $18.7M
MSFT
Microsoft Corp

Technology
4.75K
+ 14.02%
$354.56 - $497.45 $1.68M - $2.36M
38.6K $19.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
45.9K
+ 2.85%
$35.35 - $42.68 $1.62M - $1.96M
1.66M $70.7M
META
Meta Platforms, Inc.

Communication Services
2.46K
+ 22.27%
$484.66 - $738.09 $1.19M - $1.82M
13.5K $9.98M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
120K
+ 2.9%
$24.96 - $25.5 $3M - $3.07M
4.27M $109M
SPYG
Spdr Portfolio

ETFs
2.7K
+ 1.58%
$71.83 - $95.32 $194K - $257K
173K $16.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
39.1K
+ 8.48%
$45.11 - $52.34 $1.77M - $2.05M
501K $26.2M
AVGO
Broadcom Inc.

Technology
2.83K
+ 16.78%
$146.29 - $275.65 $414K - $781K
19.7K $5.43M
ET
Energy Transfer LP

Energy
233K
+ 6.36%
$15.65 - $18.93 $3.64M - $4.4M
3.89M $70.5M
AMZN
Amazon Com Inc

Consumer Cyclical
5.02K
+ 11.07%
$167.32 - $223.3 $839K - $1.12M
50.3K $11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.34K
+ 23.77%
$320.42 - $424.58 $751K - $995K
12.2K $5.18M
TSLA
Tesla, Inc.

Consumer Cyclical
1.73K
+ 10.15%
$221.86 - $362.89 $384K - $628K
18.8K $5.97M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.97K
+ 4.89%
$58.41 - $72.69 $407K - $506K
149K $10.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.39K
+ 13.48%
$496.48 - $617.85 $690K - $859K
11.7K $7.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
58K
New
$19.6 - $24.44 $1.14M - $1.42M
58K $1.42M
INTC
Intel Corp

Technology
56.2K
+ 186.99%
$18.13 - $22.69 $1.02M - $1.28M
86.2K $1.93M
GOOGL
Alphabet Inc.

Communication Services
2.83K
+ 9.83%
$144.7 - $178.6 $409K - $505K
31.6K $5.56M
EFV
Msci Eafe Value ETF

ETFs
6.56K
+ 4.33%
$52.4 - $64.65 $344K - $424K
158K $10M
FNDA
Schwab Fundamental U S Small C

ETFs
34.5K
New
$23.85 - $28.69 $824K - $991K
34.5K $989K
IBM
International Business Machines Corp

Technology
2.69K
+ 75.14%
$221.03 - $294.78 $595K - $794K
6.28K $1.85M
EFG
Msci Eafe Growth ETF

ETFs
2.77K
+ 5.28%
$89.8 - $112.0 $249K - $310K
55.2K $6.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
31K
New
$20.42 - $25.3 $633K - $785K
31K $784K
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 0.32%
$210.28 - $289.91 $10.9K - $15.1K
16.4K $4.75M
IWM
Ishares Russell 2000 ETF

ETFs
2.41K
+ 18.13%
$174.82 - $215.79 $421K - $520K
15.7K $3.39M
IVV
Ishares Core S&P 500 ETF

ETFs
415
+ 5.18%
$498.8 - $620.9 $207K - $258K
8.42K $5.23M
AAPL
Apple Inc.

Technology
10.1K
+ 12.29%
$172.42 - $223.89 $1.75M - $2.27M
92.5K $19M
ORCL
Oracle Corp

Technology
125
+ 1.6%
$122.82 - $218.63 $15.4K - $27.3K
7.94K $1.74M
FNDF
Schwab Fundamental Intl Large

ETFs
15.8K
New
$32.25 - $40.02 $510K - $633K
15.8K $633K
GOOG
Alphabet Inc.

Communication Services
1.44K
+ 8.23%
$146.58 - $180.01 $210K - $258K
18.9K $3.35M
GE
General Electric CO

Industrials
1.45K
+ 35.39%
$166.81 - $257.39 $243K - $374K
5.56K $1.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
955
New
$456.74 - $568.03 $436K - $542K
955 $542K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.7K
+ 2.42%
$24.98 - $25.66 $467K - $479K
792K $20.3M
COF
Capital One Financial Corp

Financial Services
2.22K
+ 157.46%
$150.57 - $212.76 $334K - $472K
3.63K $771K
AMD
Advanced Micro Devices Inc

Technology
1.07K
+ 12.03%
$78.21 - $143.81 $83.6K - $154K
9.96K $1.41M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.49K
+ 5.03%
$34.72 - $42.74 $156K - $192K
93.8K $4.01M
VEA
Vanguard Ftse Developed Market

ETFs
8.24K
New
$45.65 - $57.01 $376K - $470K
8.24K $469K
PM
Philip Morris International Inc.

Consumer Defensive
1.54K
+ 19.68%
$149.23 - $184.95 $230K - $286K
9.39K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 0.03%
$72.96 - $90.39 $1.17K - $1.45K
57.2K $5.11M
CSCO
Cisco Systems, Inc.

Technology
4.23K
+ 23.88%
$53.19 - $69.38 $225K - $293K
21.9K $1.52M
PLTR
Palantir Technologies Inc.

Technology
1.12K
+ 21.6%
$74.01 - $144.25 $83.1K - $162K
6.32K $861K
CEG
Constellation Energy Corp

Utilities
507
+ 26.12%
$170.96 - $322.76 $86.7K - $164K
2.45K $790K
NGG
National Grid PLC

Utilities
5.29K
New
$62.74 - $74.79 $332K - $396K
5.29K $393K
GS
Goldman Sachs Group Inc

Financial Services
234
+ 17.26%
$462.22 - $707.75 $108K - $166K
1.59K $1.13M
STRL
Sterling Construction CO Inc

Industrials
1.61K
New
$104.96 - $231.51 $169K - $372K
1.61K $370K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.7K
New
$22.27 - $29.21 $282K - $370K
12.7K $369K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.45K
+ 7.88%
$96.84 - $99.46 $334K - $343K
47.3K $4.69M
UBER
Uber Technologies, Inc

Technology
1.54K
+ 15.05%
$64.62 - $93.3 $99.5K - $144K
11.8K $1.1M
FTDR
Frontdoor, Inc.

Consumer Cyclical
5.96K
New
$37.35 - $59.68 $222K - $355K
5.96K $351K
BKNG
Booking Holdings Inc.

Consumer Cyclical
32
+ 23.36%
$4164.15 - $5789.24 $133K - $185K
169 $978K
Activity Summary
Buys All Purchases 306 New Holdings 86 Increased Positions 220 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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