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
NVO
Novo Nordisk A S

Healthcare
3.48K
+ 22.71%
$58.08 - $81.05 $202K - $282K
18.8K $1.3M
HUBB
Hubbell Inc

Industrials
568
New
$315.94 - $408.41 $179K - $232K
568 $231K
RTX
Raytheon Technologies Corp

Industrials
987
+ 15.48%
$113.75 - $148.48 $112K - $147K
7.36K $1.07M
PWR
Quanta Services, Inc.

Industrials
288
+ 30.28%
$239.47 - $381.26 $69K - $110K
1.24K $468K
FICO
Fair Isaac Corp

Technology
124
New
$1503.62 - $2206.01 $186K - $274K
124 $226K
CRM
Salesforce, Inc.

Technology
787
+ 31.64%
$236.26 - $291.15 $186K - $229K
3.27K $892K
GVA
Granite Construction Inc

Industrials
2.41K
New
$71.89 - $93.51 $173K - $225K
2.41K $225K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.59K
New
$51.16 - $62.02 $184K - $223K
3.59K $222K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.03K
New
$23.55 - $27.67 $189K - $222K
8.03K $222K
WSFS
Wsfs Financial Corp

Financial Services
4.04K
New
$45.9 - $55.54 $185K - $224K
4.04K $222K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
785
New
$179.95 - $278.88 $141K - $219K
785 $218K
MU
Micron Technology Inc

Technology
1.08K
+ 46.0%
$64.72 - $127.91 $70K - $138K
3.43K $422K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.42K
New
$39.89 - $49.46 $176K - $218K
4.42K $218K
LHX
L3 Harris Technologies, Inc.

Industrials
869
New
$200.21 - $256.99 $174K - $223K
869 $217K
BCS
Barclays PLC

Financial Services
3.85K
+ 8.53%
$12.69 - $18.61 $48.8K - $71.6K
48.9K $909K
ALL
Allstate Corp

Financial Services
1.07K
New
$180.53 - $212.64 $194K - $228K
1.07K $216K
NVS
Novartis Ag

Healthcare
1.6K
+ 73.44%
$101.96 - $121.01 $164K - $194K
3.79K $458K
SLG
Sl Green Realty Corp

Real Estate
3.46K
New
$47.9 - $65.94 $166K - $228K
3.46K $214K
DVN
Devon Energy Corp

Energy
6.72K
New
$26.8 - $37.92 $180K - $255K
6.72K $213K
MSTR
Microstrategy Inc

Technology
528
New
$237.95 - $421.61 $126K - $223K
528 $213K
ABT
Abbott Laboratories

Healthcare
1.32K
+ 13.03%
$123.95 - $138.08 $163K - $182K
11.4K $1.55M
ITGR
Integer Holdings Corp

Healthcare
1.73K
New
$106.73 - $126.93 $184K - $219K
1.73K $212K
NDAQ
Nasdaq, Inc.

Financial Services
2.37K
New
$66.4 - $89.42 $158K - $212K
2.37K $212K
CBOE
Cboe Global Markets, Inc.

Financial Services
902
New
$205.81 - $234.23 $186K - $211K
902 $210K
URI
United Rentals, Inc.

Industrials
183
+ 32.33%
$551.94 - $753.4 $101K - $138K
749 $564K
BFH
Bread Financial Holdings, Inc.

Financial Services
3.67K
New
$41.88 - $57.12 $154K - $210K
3.67K $209K
ETR
Entergy Corp

Utilities
2.52K
New
$79.01 - $86.61 $199K - $218K
2.52K $209K
KEP
Korea Electric Power Corp

Utilities
6.58K
+ 38.96%
$7.24 - $14.63 $47.6K - $96.3K
23.5K $334K
ACIW
Aci Worldwide, Inc.

Technology
4.56K
New
$44.59 - $57.17 $203K - $261K
4.56K $209K
IONS
Ionis Pharmaceuticals Inc

Healthcare
5.28K
New
$25.51 - $40.0 $135K - $211K
5.28K $208K
IX
Orix Corp

Financial Services
9.24K
New
$18.25 - $22.52 $169K - $208K
9.24K $208K
MT
Arcelor Mittal

Basic Materials
6.58K
New
$23.47 - $31.65 $154K - $208K
6.58K $207K
FYX
First Tr Small Cap Core Alphad

ETFs
2.12K
New
$79.22 - $97.28 $168K - $207K
2.12K $206K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.48K
+ 19.27%
$77.94 - $79.5 $193K - $197K
15.4K $1.22M
NKE
Nike, Inc.

Consumer Cyclical
2.42K
+ 55.97%
$53.27 - $72.04 $129K - $174K
6.73K $478K
NUE
Nucor Corp

Basic Materials
1.58K
New
$103.22 - $131.43 $163K - $207K
1.58K $204K
FCX
Freeport Mcmoran Inc

Basic Materials
4.67K
New
$29.15 - $44.46 $136K - $208K
4.67K $202K
RDN
Radian Group Inc

Financial Services
5.62K
New
$30.48 - $36.53 $171K - $205K
5.62K $202K
ECL
Ecolab Inc.

Basic Materials
746
New
$225.65 - $270.95 $168K - $202K
746 $201K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.97K
+ 31.54%
$39.43 - $49.34 $117K - $146K
12.4K $585K
CCL
Carnival Corp

Consumer Cyclical
3.62K
+ 33.09%
$16.43 - $28.12 $59.4K - $102K
14.5K $408K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
350
+ 18.32%
$376.48 - $440.65 $132K - $154K
2.26K $995K
MS
Morgan Stanley

Financial Services
721
+ 19.71%
$99.83 - $140.86 $72K - $102K
4.38K $616K
SYK
Stryker Corp

Healthcare
385
+ 24.35%
$337.37 - $395.63 $130K - $152K
1.97K $777K
ICE
Intercontinental Exchange, Inc.

Financial Services
816
+ 22.86%
$151.62 - $183.47 $124K - $150K
4.39K $804K
DE
Deere & CO

Industrials
260
+ 18.28%
$412.99 - $531.48 $107K - $138K
1.68K $855K
AMAT
Applied Materials Inc

Technology
269
+ 7.51%
$126.95 - $183.52 $34.1K - $49.4K
3.85K $705K
BK
Bank Of New York Mellon Corp

Financial Services
1.56K
+ 26.33%
$73.31 - $91.62 $114K - $142K
7.46K $679K
SAN
Banco Santander, S.A.

Financial Services
10.7K
+ 18.19%
$5.72 - $8.32 $60.9K - $88.6K
69.2K $574K
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