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
ISRG
Intuitive Surgical Inc

Healthcare
441
+ 20.19%
$451.58 - $565.94 $199K - $250K
2.63K $1.43M
INTU
Intuit Inc

Technology
33
+ 1.8%
$544.07 - $787.63 $18K - $26K
1.87K $1.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.3K
New
$17.76 - $22.1 $271K - $337K
15.3K $337K
IDCC
Inter Digital, Inc.

Communication Services
1.46K
New
$183.37 - $234.7 $267K - $341K
1.46K $326K
ETN
Eaton Corp PLC

Industrials
148
+ 4.63%
$246.52 - $356.99 $36.5K - $52.8K
3.34K $1.19M
HSBC
Hsbc Holdings PLC

Financial Services
4.93K
+ 78.83%
$46.68 - $61.09 $230K - $301K
11.2K $679K
NOW
Service Now, Inc.

Technology
130
+ 16.29%
$721.65 - $1040.18 $93.8K - $135K
928 $954K
DLR
Digital Realty Trust, Inc.

Real Estate
1.82K
New
$136.11 - $177.69 $247K - $323K
1.82K $316K
CME
Cme Group Inc.

Financial Services
1.11K
New
$252.37 - $290.71 $280K - $322K
1.11K $305K
UL
Unilever PLC

Consumer Defensive
4.99K
New
$57.9 - $65.43 $289K - $327K
4.99K $305K
TT
Trane Technologies PLC

Industrials
417
+ 35.31%
$315.21 - $437.41 $131K - $182K
1.6K $698K
SMTC
Semtech Corp

Technology
6.68K
New
$24.34 - $45.62 $163K - $305K
6.68K $301K
PH
Parker Hannifin Corp

Industrials
212
+ 13.01%
$517.23 - $700.54 $110K - $149K
1.84K $1.29M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.99K
New
$35.77 - $42.27 $250K - $295K
6.99K $295K
WMT
Walmart Inc.

Consumer Defensive
588
+ 2.52%
$81.79 - $99.98 $48.1K - $58.8K
23.9K $2.34M
BSX
Boston Scientific Corp

Healthcare
2.31K
+ 35.85%
$89.7 - $107.41 $207K - $248K
8.74K $939K
CRWD
Crowd Strike Holdings, Inc.

Technology
565
New
$321.63 - $509.31 $182K - $288K
565 $287K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.38K
+ 94.3%
$51.68 - $52.76 $278K - $284K
11.1K $584K
JBL
Jabil Inc

Technology
1.31K
New
$116.88 - $218.1 $153K - $285K
1.31K $285K
SPOT
Spotify Technology S.A.

Communication Services
80
+ 8.03%
$503.3 - $775.9 $40.3K - $62.1K
1.08K $825K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.16K
New
$109.83 - $131.67 $238K - $285K
2.16K $274K
MARA
Marathon Digital Holdings, Inc.

Financial Services
12.2K
New
N/A
12.2K $274K
SCCO
Southern Copper Corp

Basic Materials
2.71K
New
$75.63 - $104.64 $205K - $284K
2.71K $274K
IDXX
Idexx Laboratories Inc

Healthcare
509
New
$361.04 - $536.34 $184K - $273K
509 $272K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.7K
New
$18.94 - $21.67 $240K - $274K
12.7K $267K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
326
+ 21.49%
$177.93 - $313.14 $58K - $102K
1.84K $577K
SYF
Synchrony Financial

Financial Services
3.99K
New
$43.81 - $66.74 $175K - $266K
3.99K $266K
CORT
Corcept Therapeutics Inc

Healthcare
3.63K
New
$62.24 - $91.93 $226K - $334K
3.63K $266K
SE
Sea LTD

Consumer Cyclical
771
+ 16.23%
$105.57 - $170.4 $81.4K - $131K
5.52K $883K
PAYX
Paychex Inc

Industrials
1.78K
New
$137.01 - $159.78 $244K - $284K
1.78K $258K
RSP
Invesco S&P 500 Equal Weight E

ETFs
874
+ 7.81%
$152.93 - $181.74 $134K - $159K
12.1K $2.19M
MTZ
Mastec Inc

Industrials
1.49K
New
$106.07 - $171.99 $158K - $257K
1.49K $254K
TTWO
Take Two Interactive Software Inc

Communication Services
1.03K
New
$194.58 - $243.05 $200K - $250K
1.03K $249K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
11.5K
New
$14.1 - $22.95 $162K - $263K
11.5K $247K
MMSI
Merit Medical Systems Inc

Healthcare
2.64K
New
$88.48 - $107.04 $233K - $282K
2.64K $246K
VMC
Vulcan Materials CO

Basic Materials
940
New
$226.49 - $276.01 $213K - $259K
940 $245K
PODD
Insulet Corp

Healthcare
777
New
$238.57 - $327.47 $185K - $254K
777 $244K
AMT
American Tower Corp

Real Estate
1.1K
New
$203.96 - $228.19 $225K - $251K
1.1K $243K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.43K
New
$90.17 - $103.07 $219K - $250K
2.43K $241K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.08K
New
$60.8 - $79.02 $187K - $244K
3.08K $241K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.26K
New
$19.5 - $30.4 $161K - $251K
8.26K $241K
SONY
Sony Group Corp

Technology
8.84K
+ 60.71%
$21.24 - $26.88 $188K - $238K
23.4K $609K
T
At&T Inc.

Communication Services
7.36K
+ 17.66%
$26.33 - $28.94 $194K - $213K
49.1K $1.42M
KO
Coca Cola CO

Consumer Defensive
3.59K
+ 21.18%
$68.37 - $73.9 $246K - $265K
20.5K $1.45M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.15K
New
$160.22 - $209.35 $183K - $240K
1.15K $239K
DUK
Duke Energy Corp

Utilities
2.02K
New
$112.46 - $124.05 $227K - $250K
2.02K $238K
JCI
Johnson Controls International PLC

Industrials
1.13K
+ 24.97%
$71.14 - $105.62 $80.7K - $120K
5.68K $599K
FN
Fabrinet

Technology
797
New
$171.03 - $298.93 $136K - $238K
797 $234K
HSIC
Henry Schein Inc

Healthcare
3.21K
New
$62.7 - $73.66 $201K - $236K
3.21K $234K
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
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email