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
RSG
Republic Services, Inc.

Industrials
363
+ 42.41%
$227.2 - $258.07 $82.5K - $93.7K
1.22K $300K
SHOP
Shopify Inc.

Technology
406
+ 17.71%
$76.89 - $115.35 $31.2K - $46.8K
2.7K $311K
AFL
Aflac Inc

Financial Services
988
+ 37.48%
$99.77 - $112.45 $98.6K - $111K
3.62K $382K
CDNS
Cadence Design Systems Inc

Technology
72
+ 5.86%
$231.64 - $323.08 $16.7K - $23.3K
1.3K $400K
UBS
Ubs Group Ag

Financial Services
1.56K
+ 14.22%
$26.12 - $33.82 $40.7K - $52.8K
12.5K $423K
GWW
W.W. Grainger, Inc.

Industrials
52
+ 8.89%
$919.93 - $1101.66 $47.8K - $57.3K
637 $662K
LUMN
Lumen Technologies, Inc.

Communication Services
19.6K
New
$3.07 - $4.51 $60.2K - $88.4K
19.6K $85K
BX
Blackstone Inc.

Financial Services
427
+ 23.98%
$120.07 - $151.11 $51.3K - $64.5K
2.21K $330K
PEG
Public Service Enterprise Group Inc

Utilities
866
+ 23.09%
$77.13 - $84.18 $66.8K - $72.9K
4.62K $388K
KR
Kroger CO

Consumer Defensive
929
+ 30.27%
$64.62 - $74.0 $60K - $68.7K
4K $286K
JOBY
Joby Aviation, Inc.

Industrials
66
+ 0.39%
$5.33 - $10.55 $352 - $696
17K $179K
TM
Toyota Motor Corp

Consumer Cyclical
474
+ 36.24%
$158.63 - $195.39 $75.2K - $92.6K
1.78K $306K
AHH
Armada Hoffler Properties, Inc.

Real Estate
11.2K
New
$6.37 - $7.42 $71.2K - $83K
11.2K $76K
TXN
Texas Instruments Inc

Technology
393
+ 17.14%
N/A
2.69K $522K
ADP
Automatic Data Processing Inc

Industrials
230
+ 14.24%
$276.76 - $326.81 $63.7K - $75.2K
1.85K $568K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.04%
$55.54 - $69.09 $222 - $276
10.8K $743K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
758
+ 9.63%
$85.42 - $94.39 $64.7K - $71.5K
8.63K $809K
RELX
Relx PLC

Communication Services
662
+ 7.12%
$45.31 - $55.66 $30K - $36.8K
9.95K $540K
MFG
Mizuho Financial Group Inc

Financial Services
12.6K
+ 33.25%
$4.25 - $5.66 $53.4K - $71.1K
50.3K $279K
NEOG
Neogen Corp

Healthcare
14.9K
New
$4.39 - $8.59 $65.6K - $128K
14.9K $71K
SPGI
S&P Global Inc.

Financial Services
49
+ 2.15%
$438.31 - $527.29 $21.5K - $25.8K
2.33K $1.23M
RC
Ready Capital Corp

Real Estate
15.8K
New
$4.13 - $5.15 $65K - $81.1K
15.8K $68K
VB
Vanguard Small Cap ETF

ETFs
54
+ 1.49%
$193.73 - $237.37 $10.5K - $12.8K
3.67K $869K
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 0.29%
$283.31 - $388.96 $1.13K - $1.56K
1.4K $524K
ARGX
Argenx Se

Healthcare
148
+ 40.0%
$532.27 - $656.65 $78.8K - $97.2K
518 $285K
GRMN
Garmin LTD

Technology
362
+ 35.98%
$173.63 - $218.07 $62.9K - $78.9K
1.37K $285K
HDB
Hdfc Bank LTD

Financial Services
451
+ 14.87%
$63.78 - $77.48 $28.8K - $34.9K
3.48K $267K
MET
Metlife Inc

Financial Services
806
+ 13.19%
$68.42 - $82.49 $55.1K - $66.5K
6.92K $556K
PFE
Pfizer Inc

Healthcare
3.69K
+ 17.4%
$21.59 - $24.84 $79.6K - $91.6K
24.9K $602K
ACN
Accenture PLC

Technology
377
+ 10.41%
$279.23 - $323.21 $105K - $122K
4K $1.19M
ADSK
Autodesk, Inc.

Technology
264
+ 22.41%
N/A
1.44K $354K
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 19.11%
$55.56 - $60.91 $65.7K - $72.1K
7.37K $432K
GD
General Dynamics Corp

Industrials
95
+ 5.8%
$247.68 - $291.66 $23.5K - $27.7K
1.73K $505K
DHR
Danaher Corp

Healthcare
402
+ 13.89%
$174.64 - $205.16 $70.2K - $82.5K
3.3K $651K
LPL
Lg Display Co., Ltd.

Technology
16.5K
New
$2.56 - $3.57 $42.3K - $59K
16.5K $56K
MPW
Medical Properties Trust Inc

Real Estate
12.8K
New
$4.31 - $5.91 $55.2K - $75.7K
12.8K $55K
HON
Honeywell International Inc

Industrials
55
+ 2.73%
$182.86 - $232.88 $10.1K - $12.8K
2.07K $482K
SKYW
Skywest Inc

Industrials
179
+ 7.72%
$79.41 - $103.84 $14.2K - $18.6K
2.5K $257K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
4.05K
+ 31.35%
$6.41 - $11.19 $25.9K - $45.3K
17K $151K
MNST
Monster Beverage Corp

Consumer Defensive
394
+ 5.46%
$55.01 - $64.24 $21.7K - $25.3K
7.61K $476K
AROC
Archrock, Inc.

Energy
2.78K
+ 24.11%
$21.0 - $27.11 $58.3K - $75.3K
14.3K $354K
SPG
Simon Property Group Inc

Real Estate
361
+ 28.56%
$140.37 - $171.44 $50.7K - $61.9K
1.63K $261K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.21%
$228.54 - $279.83 $1.14K - $1.4K
2.38K $667K
UPS
United Parcel Service Inc

Industrials
696
+ 31.45%
$91.92 - $110.2 $64K - $76.7K
2.91K $293K
USFD
Us Foods Holding Corp.

Consumer Defensive
26
+ 0.69%
$60.47 - $79.12 $1.57K - $2.06K
3.8K $292K
EMTL
Spdr Doubleline Emerging Marke

ETFs
738
+ 0.37%
$41.99 - $43.17 $31K - $31.9K
199K $8.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
89
+ 3.84%
$149.76 - $186.42 $13.3K - $16.6K
2.41K $449K
LYG
Lloyds Banking Group PLC

Financial Services
7.04K
+ 34.57%
$3.32 - $4.29 $23.4K - $30.2K
27.4K $116K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.34K
+ 10.34%
$12.23 - $15.46 $40.8K - $51.6K
35.6K $537K
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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