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
MD
Mednax, Inc.

Healthcare
12.7K
New
$12.0 - $15.17 $153K - $193K
12.7K $182K
DIS
Walt Disney CO

Communication Services
333
+ 6.2%
$81.72 - $124.01 $27.2K - $41.3K
5.7K $707K
EMLP
First Tr Exchange Traded Iv

ETFs
4.64K
+ 2.87%
$33.62 - $37.89 $156K - $176K
166K $6.24M
IWD
Ishares Russell 1000 Val ETF

ETFs
88
+ 0.34%
$166.82 - $194.23 $14.7K - $17.1K
26.3K $5.1M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.2K
New
$11.9 - $15.57 $134K - $175K
11.2K $172K
CHK
Chesapeake Energy Corp

Energy
2K
New
N/A
2K $171K
CTAS
Cintas Corp

Industrials
605
+ 31.53%
$190.11 - $227.66 $115K - $138K
2.52K $562K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
370
+ 21.0%
$201.28 - $266.34 $74.5K - $98.5K
2.13K $567K
MRVL
Marvell Technology, Inc.

Technology
1.39K
+ 39.92%
$49.38 - $79.97 $68.5K - $111K
4.87K $376K
AEP
American Electric Power CO Inc

Utilities
1.67K
+ 69.56%
$98.59 - $109.11 $165K - $183K
4.08K $423K
SHG
Shinhan Financial Group CO LTD

Financial Services
4.44K
New
N/A
4.44K $153K
PANW
Palo Alto Networks Inc

Technology
326
+ 13.02%
$152.44 - $204.64 $49.7K - $66.7K
2.83K $578K
WMB
Williams Companies, Inc.

Energy
2.15K
+ 45.16%
$54.33 - $62.87 $117K - $135K
6.9K $433K
CI
Cigna Corp

Healthcare
448
+ 48.28%
$301.89 - $340.04 $135K - $152K
1.38K $454K
DWM
Wisdomtree Tr

ETFs
418
+ 1.9%
$52.06 - $63.91 $21.8K - $26.7K
22.4K $1.43M
WELL
Welltower Inc.

Real Estate
938
+ 41.99%
$136.49 - $155.22 $128K - $146K
3.17K $487K
LLY
Eli Lilly & CO

Healthcare
379
+ 11.63%
$713.71 - $898.95 $270K - $341K
3.64K $2.84M
SO
Southern CO

Utilities
1.57K
+ 26.53%
$84.91 - $92.56 $133K - $145K
7.47K $685K
CMCSA
Comcast Corp

Communication Services
4.56K
+ 28.8%
$32.84 - $36.72 $150K - $167K
20.4K $727K
ADPT
Adaptive Biotechnologies Corp

Healthcare
6.97K
+ 48.63%
$6.83 - $12.16 $47.6K - $84.7K
21.3K $248K
EMR
Emerson Electric CO

Industrials
523
+ 17.71%
$94.15 - $133.33 $49.2K - $69.7K
3.48K $463K
AXP
American Express CO

Financial Services
8
+ 0.29%
$231.39 - $318.98 $1.85K - $2.55K
2.75K $876K
GILD
Gilead Sciences, Inc.

Healthcare
1.3K
+ 23.04%
$96.91 - $113.0 $126K - $147K
6.95K $770K
TDG
Trans Digm Group Inc

Industrials
54
+ 15.0%
$1231.75 - $1520.64 $66.5K - $82.1K
414 $629K
HCA
Hca Healthcare, Inc.

Healthcare
274
+ 38.87%
$317.61 - $387.52 $87K - $106K
979 $375K
KMI
Kinder Morgan, Inc.

Energy
3.94K
+ 22.49%
$25.21 - $29.4 $99.2K - $116K
21.4K $630K
QCOM
Qualcomm Inc

Technology
536
+ 6.67%
$124.66 - $159.48 $66.8K - $85.5K
8.57K $1.37M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
212
+ 0.71%
$16.82 - $21.97 $3.57K - $4.66K
30K $659K
DVAX
Dynavax Technologies Corp

Healthcare
12.8K
New
$9.4 - $12.87 $120K - $164K
12.8K $126K
SCHW
Schwab Charles Corp

Financial Services
513
+ 8.58%
$69.06 - $91.24 $35.4K - $46.8K
6.49K $592K
FTNT
Fortinet, Inc.

Technology
886
+ 31.79%
$84.71 - $108.69 $75.1K - $96.3K
3.67K $388K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39
+ 0.16%
$90.56 - $109.49 $3.53K - $4.27K
24.3K $2.65M
HBAN
Huntington Bancshares Inc

Financial Services
4.58K
+ 19.95%
$12.49 - $16.76 $57.2K - $76.8K
27.5K $461K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 1.1%
$908.13 - $1056.85 $20.9K - $24.3K
2.11K $2.09M
EQIX
Equinix Inc

Real Estate
153
+ 36.34%
$740.07 - $914.43 $113K - $140K
574 $456K
ING
Ing Groep Nv

Financial Services
2.95K
+ 14.27%
$16.62 - $21.98 $49K - $64.8K
23.6K $516K
AZO
Autozone Inc

Consumer Cyclical
31
+ 56.36%
$3478.38 - $3880.15 $108K - $120K
86 $319K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.46K
+ 10.77%
$72.02 - $73.82 $105K - $107K
15K $1.1M
DEO
Diageo PLC

Consumer Defensive
1.17K
+ 47.77%
$99.86 - $115.75 $117K - $135K
3.61K $364K
GLD
Spdr Gold Trust

ETFs
115
+ 2.69%
$273.71 - $316.29 $31.5K - $36.4K
4.39K $1.34M
AMP
Ameriprise Financial Inc

Financial Services
130
+ 17.83%
$422.19 - $533.73 $54.9K - $69.4K
859 $458K
SLV
I Shares Silver Trust

ETFs
2.66K
+ 34.21%
$27.08 - $33.74 $72K - $89.7K
10.4K $342K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.66K
+ 1849.02%
$87.84 - $1441.89 $497K - $8.16M
5.96K $537K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.67K
+ 2.52%
$18.83 - $19.22 $107K - $109K
231K $4.42M
CBRE
Cbre Group, Inc.

Real Estate
564
+ 27.26%
$113.94 - $140.12 $64.3K - $79K
2.63K $368K
EQT
Eqt Corp

Energy
1.14K
+ 18.0%
$46.11 - $60.44 $52.3K - $68.6K
7.44K $433K
NDSN
Nordson Corp

Industrials
66
+ 1.0%
$167.51 - $223.5 $11.1K - $14.8K
6.67K $1.43M
PYPL
Pay Pal Holdings, Inc.

Financial Services
266
+ 3.22%
$57.41 - $74.81 $15.3K - $19.9K
8.53K $634K
BHP
Bhp Group LTD

Basic Materials
2K
+ 40.71%
$40.22 - $50.88 $80.4K - $102K
6.91K $332K
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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