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
BDX
Becton Dickinson & CO

Healthcare
13
+ 1.18%
$222.79 - $249.08 $2.9K - $3.24K
1.11K $254K
OKE
Oneok Inc

Energy
65
+ 2.99%
$89.57 - $109.85 $5.82K - $7.14K
2.24K $222K
SB
Safe Bulkers, Inc.

Industrials
725
+ 6.9%
$3.31 - $3.9 $2.4K - $2.83K
11.2K $41K
VO
Vanguard Mid Cap ETF

ETFs
63
+ 2.72%
$251.87 - $277.95 $15.9K - $17.5K
2.38K $615K
CBRE
Cbre Group, Inc.

Real Estate
30
+ 1.47%
$121.79 - $147.13 $3.65K - $4.41K
2.07K $270K
HD
Home Depot, Inc.

Consumer Cyclical
293
+ 6.35%
$347.25 - $424.87 $102K - $124K
4.91K $1.8M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
204
+ 1.61%
$7.06 - $9.39 $1.44K - $1.92K
12.9K $96K
TXN
Texas Instruments Inc

Technology
4
+ 0.17%
N/A
2.29K $446K
TM
Toyota Motor Corp

Consumer Cyclical
130
+ 11.04%
$176.53 - $195.35 $22.9K - $25.4K
1.31K $230K
LUV
Southwest Airlines CO

Industrials
29
+ 0.47%
$28.18 - $34.84 $817 - $1.01K
6.16K $206K
Thomson Reuters Corp F
13
+ 1.03%
N/A
1.27K $0
Natwest Group PLC F Unsponsored Adr 1 Adr Reps 2 Ord Shs
1.41K
+ 12.79%
N/A
12.4K $0
Linde PLC F
68
+ 2.91%
N/A
2.4K $0
Mitsubishi Heavy Inds F Unsponsored Adr 1 Adr Reps 2 Ord Shs
126
+ 1.02%
N/A
12.5K $0
JPHY
Jp Morgan High Yield Research

ETFs
4.27K
+ 4.57%
N/A
97.6K $0
Gsk PLC Adr F Sponsored Adr 1 Adr Reps 2 Ord Shs
1.17K
+ 13.52%
N/A
9.8K $0
Ge Vernova Inc
19
+ 1.89%
N/A
1.03K $0
Ge Healthcare Technologi
2.48K
New
N/A
2.48K $0
Ft Vest Us Eqt Modrt Bfr ETF
7.93K
New
N/A
7.93K $0
WETF
Wisdom Tree Investments, Inc.

Financial Services
94
+ 0.29%
N/A
32.2K $175K
Annaly Capital Mgmt Reit
14.4K
New
N/A
14.4K $0
FANG
Diamondback Energy, Inc.

Energy
36
+ 2.48%
$139.9 - $180.18 $5.04K - $6.49K
1.49K $238K
Canadian Pacific Kansa F
522
+ 4.95%
N/A
11.1K $0
SPG
Simon Property Group Inc

Real Estate
31
+ 2.51%
$159.48 - $187.78 $4.94K - $5.82K
1.26K $209K
PEG
Public Service Enterprise Group Inc

Utilities
62
+ 1.68%
$78.2 - $90.39 $4.85K - $5.6K
3.75K $308K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
31
+ 0.2%
$5.54 - $7.02 $172 - $218
15.4K $93K
CFFN
Capitol Federal Financial, Inc.

Financial Services
245
+ 1.22%
$5.56 - $6.2 $1.36K - $1.52K
20.4K $114K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
57
+ 0.33%
$5.83 - $7.58 $332 - $432
17.2K $106K
USFD
Us Foods Holding Corp.

Consumer Defensive
15
+ 0.4%
$63.38 - $72.02 $951 - $1.08K
3.78K $247K
PANW
Palo Alto Networks Inc

Technology
118
+ 4.95%
$167.82 - $208.28 $19.8K - $24.6K
2.5K $427K
ASML
Asml Holding Nv

Technology
74
+ 4.02%
$662.63 - $776.99 $49K - $57.5K
1.91K $1.27M
NDSN
Nordson Corp

Industrials
201
+ 3.14%
$200.12 - $224.07 $40.2K - $45K
6.6K $1.33M
MS
Morgan Stanley

Financial Services
200
+ 5.78%
$111.68 - $141.08 $22.3K - $28.2K
3.66K $426K
MSI
Motorola Solutions, Inc.

Technology
15
+ 2.57%
$411.73 - $482.1 $6.18K - $7.23K
598 $261K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
1.22K
+ 8.85%
$8.61 - $10.05 $10.5K - $12.2K
14.9K $129K
MRK
Merck & Co., Inc.

Healthcare
1.21K
+ 10.01%
$83.01 - $101.02 $101K - $122K
13.3K $1.2M
RY
Royal Bank Of Canada

Financial Services
46
+ 2.03%
$108.81 - $123.4 $5.01K - $5.68K
2.32K $261K
WDAY
Workday, Inc.

Technology
99
+ 6.6%
$233.53 - $277.82 $23.1K - $27.5K
1.6K $373K
ANSS
Ansys Inc

Technology
11
+ 1.31%
$316.56 - $360.36 $3.48K - $3.96K
851 $269K
BA
Boeing CO

Industrials
90
+ 2.03%
$148.15 - $186.25 $13.3K - $16.8K
4.53K $772K
ISRG
Intuitive Surgical Inc

Healthcare
83
+ 3.95%
$476.63 - $610.45 $39.6K - $50.7K
2.18K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
39
+ 1.27%
$168.16 - $186.21 $6.56K - $7.26K
3.12K $533K
RJF
Raymond James Financial Inc

Financial Services
53
+ 3.65%
$137.62 - $172.64 $7.29K - $9.15K
1.5K $208K
FITB
Fifth Third Bancorp

Financial Services
495
+ 4.2%
$37.48 - $44.96 $18.6K - $22.3K
12.3K $481K
DHI
Horton D R Inc

Consumer Cyclical
101
+ 4.16%
$125.29 - $147.65 $12.7K - $14.9K
2.53K $321K
EMR
Emerson Electric CO

Industrials
192
+ 6.95%
$108.64 - $131.17 $20.9K - $25.2K
2.95K $323K
AMG
Affiliated Managers Group, Inc.

Financial Services
10
+ 0.8%
$154.65 - $189.71 $1.55K - $1.9K
1.26K $211K
TOST
Toast, Inc.

Technology
118
+ 1.54%
$32.61 - $41.98 $3.85K - $4.95K
7.79K $258K
LMT
Lockheed Martin Corp

Industrials
28
+ 3.28%
$423.19 - $506.29 $11.8K - $14.2K
882 $393K
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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