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
KLAC
Kla Corp

Technology
24
+ 4.48%
$636.62 - $777.63 $15.3K - $18.7K
560 $380K
MMM
3 M CO

Industrials
83
+ 4.74%
$129.7 - $155.12 $10.8K - $12.9K
1.83K $269K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
809
+ 2.57%
$14.13 - $16.72 $11.4K - $13.5K
32.2K $498K
SCHW
Schwab Charles Corp

Financial Services
187
+ 3.23%
$71.24 - $83.64 $13.3K - $15.6K
5.98K $468K
TJX
Tjx Companies Inc

Consumer Cyclical
279
+ 5.17%
$112.81 - $126.16 $31.5K - $35.2K
5.68K $691K
HCA
Hca Healthcare, Inc.

Healthcare
20
+ 2.92%
$296.7 - $345.55 $5.93K - $6.91K
705 $243K
MFG
Mizuho Financial Group Inc

Financial Services
2.88K
+ 8.25%
$4.83 - $6.04 $13.9K - $17.4K
37.8K $208K
ACGL
Arch Capital Group Ltd.

Financial Services
246
+ 7.87%
$88.13 - $96.94 $21.7K - $23.8K
3.37K $324K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
110
+ 6.11%
$408.78 - $448.82 $45K - $49.4K
1.91K $801K
GD
General Dynamics Corp

Industrials
78
+ 5.0%
$241.94 - $272.58 $18.9K - $21.3K
1.64K $446K
EHC
Encompass Health Corp

Healthcare
99
+ 3.96%
$91.05 - $102.2 $9.01K - $10.1K
2.6K $263K
SYK
Stryker Corp

Healthcare
39
+ 2.53%
$355.18 - $399.9 $13.9K - $15.6K
1.58K $588K
LYG
Lloyds Banking Group PLC

Financial Services
4.07K
+ 25.02%
$2.58 - $3.9 $10.5K - $15.9K
20.4K $77K
C
Citigroup Inc

Financial Services
424
+ 8.3%
$67.23 - $84.63 $28.5K - $35.9K
5.53K $392K
SPY
Spdr S&P 500 ETF Trust

ETFs
523
+ 5.34%
$551.42 - $612.93 $288K - $321K
10.3K $5.77M
XLF
Financial Sector Spdr

ETFs
348
+ 4.69%
$47.32 - $52.19 $16.5K - $18.2K
7.76K $386K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.26%
$478.26 - $543.77 $2.87K - $3.26K
2.28K $1.16M
INTU
Intuit Inc

Technology
82
+ 4.68%
$555.63 - $630.23 $45.6K - $51.7K
1.83K $1.13M
MCO
Moodys Corp

Financial Services
65
+ 9.33%
$437.8 - $527.48 $28.5K - $34.3K
762 $354K
FISV
Fiserv Inc

Technology
205
+ 15.82%
N/A
1.5K $187K
VT
Vanguard Total World Stk Index

ETFs
275
+ 5.92%
$115.08 - $123.97 $31.6K - $34.1K
4.92K $570K
BBD
Bank Bradesco

Financial Services
10.8K
New
$1.85 - $2.32 $20.1K - $25.2K
10.8K $24K
AFL
Aflac Inc

Financial Services
26
+ 1.0%
$100.99 - $111.19 $2.63K - $2.89K
2.64K $293K
WF
Woori Financial Group Inc.

Financial Services
166
+ 1.93%
$31.09 - $35.8 $5.16K - $5.94K
8.77K $292K
AROC
Archrock, Inc.

Energy
327
+ 2.92%
$22.72 - $30.34 $7.43K - $9.92K
11.5K $302K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
1.77K
+ 17.07%
$8.25 - $8.79 $14.6K - $15.5K
12.1K $106K
RACE
Ferrari N.V.

Consumer Cyclical
35
+ 2.0%
$413.73 - $508.15 $14.5K - $17.8K
1.79K $765K
NEE
Nextera Energy Inc

Utilities
323
+ 8.05%
$66.96 - $76.16 $21.6K - $24.6K
4.34K $307K
ADSK
Autodesk, Inc.

Technology
78
+ 7.09%
N/A
1.18K $289K
ODFL
Old Dominion Freight Line, Inc.

Industrials
206
+ 15.14%
$161.13 - $209.29 $33.2K - $43.1K
1.57K $259K
NRG
Nrg Energy, Inc.

Utilities
60
+ 2.52%
$84.82 - $113.33 $5.09K - $6.8K
2.44K $233K
MPC
Marathon Petroleum Corp

Energy
49
+ 3.03%
$134.72 - $159.03 $6.6K - $7.79K
1.67K $242K
NMR
Nomura Holdings Inc

Financial Services
649
+ 1.94%
$5.56 - $6.98 $3.61K - $4.53K
34.2K $210K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
31
+ 0.49%
$35.15 - $41.31 $1.09K - $1.28K
6.39K $248K
GRMN
Garmin LTD

Technology
19
+ 1.93%
$204.55 - $241.93 $3.89K - $4.6K
1.01K $218K
KEP
Korea Electric Power Corp

Utilities
683
+ 4.22%
$6.68 - $8.18 $4.56K - $5.59K
16.9K $125K
BHP
Bhp Group LTD

Basic Materials
291
+ 6.3%
$48.18 - $52.11 $14K - $15.2K
4.91K $238K
FTNT
Fortinet, Inc.

Technology
80
+ 2.96%
$92.49 - $114.57 $7.4K - $9.17K
2.79K $268K
MFC
Manulife Financial Corp

Financial Services
264
+ 3.01%
$28.41 - $31.82 $7.5K - $8.4K
9.05K $281K
CPRT
Copart Inc

Consumer Cyclical
264
+ 4.05%
$52.3 - $59.83 $13.8K - $15.8K
6.79K $384K
VV
Vanguard Large Cap ETF

ETFs
113
+ 7.31%
$253.32 - $282.66 $28.6K - $31.9K
1.66K $426K
F
Ford Motor CO

Consumer Cyclical
547
+ 2.18%
$9.12 - $10.43 $4.99K - $5.71K
25.7K $257K
PHG
Koninklijke Philips Nv

Healthcare
305
+ 2.93%
$24.92 - $28.61 $7.6K - $8.73K
10.7K $272K
WMT
Walmart Inc.

Consumer Defensive
744
+ 3.3%
$84.5 - $105.05 $62.9K - $78.2K
23.3K $2.05M
CIG
Energy CO Of Minas Gerais

Utilities
3.8K
+ 37.48%
$1.71 - $1.98 $6.5K - $7.52K
13.9K $24K
LPLA
Lpl Financial Holdings Inc.

Financial Services
17
+ 1.23%
$308.87 - $383.33 $5.25K - $6.52K
1.4K $456K
EMB
Ishares Tr

ETFs
3
+ 0.08%
$88.64 - $92.03 $266 - $276
3.62K $327K
CPNG
Coupang, Inc.

Consumer Cyclical
258
+ 2.53%
$21.34 - $25.52 $5.51K - $6.58K
10.4K $229K
AME
Ametek Inc

Industrials
119
+ 6.56%
$170.39 - $190.43 $20.3K - $22.7K
1.93K $332K
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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