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
KGC
Kinross Gold Corp

Basic Materials
367
+ 1.34%
$9.69 - $12.61 $3.56K - $4.63K
27.7K $349K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 5.52%
$1187.71 - $1432.58 $19K - $22.9K
306 $438K
SHEL
Shell PLC

Energy
259
+ 3.75%
$62.84 - $73.29 $16.3K - $19K
7.16K $524K
IWD
Ishares Russell 1000 Val ETF

ETFs
68
+ 0.26%
$182.82 - $196.21 $12.4K - $13.3K
26.2K $4.92M
BSX
Boston Scientific Corp

Healthcare
180
+ 2.88%
$89.38 - $106.18 $16.1K - $19.1K
6.44K $649K
UNP
Union Pacific Corp

Industrials
295
+ 14.01%
$225.21 - $254.42 $66.4K - $75.1K
2.4K $567K
TT
Trane Technologies PLC

Industrials
341
+ 40.6%
$332.0 - $400.86 $113K - $137K
1.18K $397K
SONY
Sony Group Corp

Technology
1K
+ 7.4%
$19.88 - $25.64 $19.9K - $25.7K
14.6K $369K
IAU
Ishares Gold Trust

ETFs
119
+ 1.48%
$49.74 - $58.96 $5.92K - $7.02K
8.18K $482K
WELL
Welltower Inc.

Real Estate
154
+ 7.4%
$124.05 - $156.86 $19.1K - $24.2K
2.23K $342K
VTI
Vanguard Total Stock Market Et

ETFs
379
+ 20.38%
$271.18 - $303.12 $103K - $115K
2.24K $615K
VIG
Vanguard Dividend Appreciation

ETFs
397
+ 34.46%
N/A
1.55K $282K
HSBC
Hsbc Holdings PLC

Financial Services
459
+ 7.92%
$48.68 - $61.58 $22.3K - $28.3K
6.25K $359K
BMY
Bristol Myers Squibb CO

Healthcare
854
+ 18.92%
$53.9 - $63.11 $46K - $53.9K
5.37K $327K
BGS
B&G Foods, Inc.

Consumer Defensive
10.4K
New
$5.62 - $7.87 $58.6K - $82.1K
10.4K $71K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
374
+ 4.99%
$87.68 - $94.52 $32.8K - $35.4K
7.87K $736K
MDT
Medtronic PLC

Healthcare
363
+ 9.37%
$79.84 - $94.5 $29K - $34.3K
4.24K $380K
MCK
Mckesson Corp

Healthcare
12
+ 2.03%
$566.21 - $672.99 $6.79K - $8.08K
603 $405K
RELX
Relx PLC

Communication Services
423
+ 4.77%
$45.34 - $51.91 $19.2K - $22K
9.29K $468K
AIG
American International Group, Inc.

Financial Services
218
+ 6.63%
$70.5 - $86.94 $15.4K - $19K
3.51K $304K
ELV
Elevance Health, Inc.

Healthcare
42
+ 5.95%
$365.9 - $436.25 $15.4K - $18.3K
748 $325K
TPL
Texas Pacific Land Corp

Energy
12
+ 5.41%
$1180.08 - $1431.01 $14.2K - $17.2K
234 $310K
TDG
Trans Digm Group Inc

Industrials
17
+ 4.96%
$1251.32 - $1394.11 $21.3K - $23.7K
360 $497K
MDLZ
Mondelez International, Inc.

Consumer Defensive
379
+ 8.46%
$56.12 - $68.15 $21.3K - $25.8K
4.86K $329K
VLO
Valero Energy Corp

Energy
78
+ 1.43%
$121.76 - $142.99 $9.5K - $11.2K
5.54K $731K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
243
+ 0.8%
$11.66 - $14.98 $2.83K - $3.64K
30.7K $419K
CI
Cigna Corp

Healthcare
42
+ 4.74%
$274.49 - $329.0 $11.5K - $13.8K
928 $305K
SO
Southern CO

Utilities
35
+ 0.6%
$80.96 - $92.96 $2.83K - $3.25K
5.9K $542K
PEP
Pepsico Inc

Consumer Defensive
565
+ 4.66%
$142.64 - $156.42 $80.6K - $88.4K
12.7K $1.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
289
+ 3.17%
$35.35 - $42.74 $10.2K - $12.4K
9.41K $389K
MO
Altria Group, Inc.

Consumer Defensive
173
+ 2.88%
$50.81 - $60.02 $8.79K - $10.4K
6.19K $371K
WM
Waste Management Inc

Industrials
1
+ 0.05%
$200.54 - $233.78 $201 - $234
1.88K $435K
WMB
Williams Companies, Inc.

Energy
555
+ 13.22%
$54.02 - $61.09 $30K - $33.9K
4.75K $283K
WSO
Watsco Inc

Industrials
13
+ 0.92%
$463.86 - $530.75 $6.03K - $6.9K
1.42K $723K
CB
Chubb LTD

Financial Services
31
+ 1.74%
$257.71 - $301.99 $7.99K - $9.36K
1.81K $545K
PSX
Phillips 66

Energy
44
+ 0.85%
$113.93 - $131.55 $5.01K - $5.79K
5.2K $642K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
557
+ 6.27%
$81.83 - $82.73 $45.6K - $46.1K
9.44K $780K
AON
Aon PLC

Financial Services
32
+ 3.12%
$348.44 - $409.32 $11.2K - $13.1K
1.06K $421K
BK
Bank Of New York Mellon Corp

Financial Services
136
+ 2.36%
$75.42 - $88.95 $10.3K - $12.1K
5.91K $495K
ROP
Roper Technologies Inc

Industrials
36
+ 7.93%
$502.71 - $593.81 $18.1K - $21.4K
490 $288K
IBN
Icici Bank LTD

Financial Services
398
+ 1.68%
$27.55 - $31.67 $11K - $12.6K
24K $757K
TLT
Ishares Barclays 20+ Year Trea

ETFs
251
+ 3.48%
$85.29 - $92.57 $21.4K - $23.2K
7.46K $678K
CTAS
Cintas Corp

Industrials
30
+ 1.59%
$182.09 - $208.14 $5.46K - $6.24K
1.92K $394K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.37K
+ 11.01%
$27.01 - $28.54 $36.9K - $39K
13.8K $385K
XLK
Technology Sector Spdr

ETFs
500
+ 22.7%
$206.38 - $242.18 $103K - $121K
2.7K $558K
DD
Du Pont De Nemours, Inc.

Basic Materials
685
+ 20.37%
$72.7 - $84.32 $49.8K - $57.8K
4.05K $302K
UBS
Ubs Group Ag

Financial Services
1.38K
+ 14.39%
$30.28 - $35.78 $41.8K - $49.4K
11K $335K
STE
Steris PLC

Healthcare
70
+ 5.31%
$202.46 - $232.74 $14.2K - $16.3K
1.39K $314K
ADP
Automatic Data Processing Inc

Industrials
81
+ 5.28%
$286.85 - $318.64 $23.2K - $25.8K
1.62K $493K
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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