Pinnacle Wealth Planning Services, Inc. Purchases in Q1 2025

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSG
Republic Services, Inc.

Industrials
856
New
$200.09 - $242.16 $171K - $207K
856 $207K
KR
Kroger CO

Consumer Defensive
3.07K
New
$58.36 - $67.72 $179K - $208K
3.07K $207K
CCI
Crown Castle International Corp

Real Estate
1.98K
New
$84.33 - $106.39 $167K - $210K
1.98K $206K
XLV
Select Sector Spdr Fund Health

ETFs
1.41K
New
$137.61 - $149.68 $194K - $211K
1.41K $205K
MU
Micron Technology Inc

Technology
2.35K
New
$86.89 - $109.38 $204K - $257K
2.35K $204K
VRSK
Verisk Analytics, Inc.

Industrials
684
New
$268.63 - $301.33 $184K - $206K
684 $203K
ITW
Illinois Tool Works Inc

Industrials
813
New
$244.9 - $274.48 $199K - $223K
813 $201K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.27K
+ 44.52%
$46.15 - $63.53 $105K - $144K
7.38K $454K
HYG
Ishares Tr

ETFs
2.44K
+ 21.0%
$78.51 - $80.11 $192K - $196K
14.1K $1.11M
QCOM
Qualcomm Inc

Technology
1.26K
+ 18.64%
$151.94 - $175.86 $192K - $222K
8.04K $1.23M
PARA
Paramount Global

Communication Services
15.8K
New
$10.16 - $12.14 $160K - $192K
15.8K $188K
UBER
Uber Technologies, Inc

Technology
935
+ 10.06%
$63.17 - $81.49 $59.1K - $76.2K
10.2K $745K
META
Meta Platforms, Inc.

Communication Services
562
+ 5.35%
$576.36 - $736.67 $324K - $414K
11.1K $6.38M
GE
General Electric CO

Industrials
232
+ 5.99%
$168.59 - $212.13 $39.1K - $49.2K
4.11K $822K
UNH
Unitedhealth Group Inc

Healthcare
189
+ 4.57%
$461.52 - $548.18 $87.2K - $104K
4.32K $2.26M
CVX
Chevron Corp

Energy
242
+ 4.2%
$146.71 - $167.97 $35.5K - $40.6K
6K $1M
NU
Nu Holdings Ltd.

Financial Services
16.3K
New
$10.12 - $13.95 $165K - $227K
16.3K $166K
CMI
Cummins Inc

Industrials
587
+ 100.17%
$312.92 - $386.07 $184K - $227K
1.17K $367K
IBM
International Business Machines Corp

Technology
265
+ 7.98%
$217.4 - $264.74 $57.6K - $70.2K
3.58K $891K
ABC
Amerisourcebergen Corp

Healthcare
876
New
N/A
876 $162K
SAP
Sap Se

Technology
108
+ 1.8%
$241.4 - $293.69 $26.1K - $31.7K
6.1K $1.64M
PLD
Prologis, Inc.

Real Estate
1.24K
+ 32.82%
$103.59 - $124.04 $128K - $154K
5.01K $560K
TMUS
T Mobile Us, Inc.

Communication Services
92
+ 3.38%
$211.3 - $272.83 $19.4K - $25.1K
2.81K $750K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.9K
New
$10.61 - $16.49 $126K - $196K
11.9K $148K
PFE
Pfizer Inc

Healthcare
6.49K
+ 44.13%
$25.01 - $27.13 $162K - $176K
21.2K $536K
SNPS
Synopsys Inc

Technology
425
+ 64.3%
$428.58 - $551.54 $182K - $234K
1.09K $465K
SAN
Banco Santander, S.A.

Financial Services
3.36K
+ 6.08%
$4.46 - $7.14 $15K - $24K
58.5K $392K
BP
Bp PLC

Energy
2.08K
+ 13.01%
$29.93 - $35.31 $62.3K - $73.5K
18.1K $610K
WFC
Wells Fargo & Company

Financial Services
1.56K
+ 10.51%
$66.78 - $81.42 $104K - $127K
16.4K $1.18M
VZ
Verizon Communications Inc

Communication Services
986
+ 5.98%
$37.81 - $46.49 $37.3K - $45.8K
17.5K $792K
SE
Sea LTD

Consumer Cyclical
161
+ 3.51%
$104.87 - $146.31 $16.9K - $23.6K
4.75K $619K
SBUX
Starbucks Corp

Consumer Cyclical
896
+ 15.54%
$91.75 - $115.81 $82.2K - $104K
6.66K $653K
AMGN
Amgen Inc

Healthcare
93
+ 4.78%
$258.59 - $327.36 $24K - $30.4K
2.04K $635K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.47K
+ 12.16%
$71.17 - $73.66 $104K - $108K
13.5K $992K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5
+ 0.11%
$132.75 - $177.12 $664 - $886
4.74K $722K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.46K
+ 15.68%
$58.01 - $64.46 $84.6K - $94K
10.8K $668K
MA
Mastercard Inc

Financial Services
81
+ 2.31%
$504.67 - $576.31 $40.9K - $46.7K
3.59K $1.97M
SPOT
Spotify Technology S.A.

Communication Services
39
+ 4.08%
$457.79 - $648.32 $17.9K - $25.3K
996 $547K
EEM
Ishares Msci Emerging Markets

ETFs
1.99K
+ 11.75%
$40.81 - $45.34 $81.3K - $90.3K
18.9K $827K
GILD
Gilead Sciences, Inc.

Healthcare
76
+ 1.36%
$89.14 - $117.41 $6.77K - $8.92K
5.65K $633K
PG
Procter & Gamble CO

Consumer Defensive
425
+ 2.73%
$158.56 - $176.26 $67.4K - $74.9K
16K $2.73M
ELAN
Elanco Animal Health Inc

Healthcare
11K
New
$10.04 - $12.47 $110K - $137K
11K $115K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
57
+ 5.54%
$402.49 - $513.76 $22.9K - $29.3K
1.09K $526K
COP
Conocophillips

Energy
471
+ 4.45%
$88.6 - $105.85 $41.7K - $49.9K
11.1K $1.16M
GRC
Gorman Rupp CO

Industrials
4.42K
+ 27.27%
$35.1 - $39.76 $155K - $176K
20.6K $724K
RSP
Invesco S&P 500 Equal Weight E

ETFs
734
+ 7.02%
$169.43 - $182.84 $124K - $134K
11.2K $1.94M
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 2.4%
$890.62 - $1076.86 $43.6K - $52.8K
2.09K $1.97M
ING
Ing Groep Nv

Financial Services
1.04K
+ 5.3%
$15.51 - $20.74 $16.1K - $21.6K
20.7K $405K
SNY
Sanofi

Healthcare
496
+ 5.26%
$48.15 - $59.42 $23.9K - $29.5K
9.92K $550K
Activity Summary
Buys All Purchases 300 New Holdings 39 Increased Positions 261 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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