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
MCK
Mckesson Corp

Healthcare
4
+ 0.66%
$652.83 - $732.78 $2.61K - $2.93K
607 $444K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
952
+ 25.08%
$99.37 - $134.05 $94.6K - $128K
4.75K $538K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
23
+ 0.36%
$35.46 - $44.91 $816 - $1.03K
6.41K $283K
ITW
Illinois Tool Works Inc

Industrials
141
+ 17.34%
$218.41 - $252.43 $30.8K - $35.6K
954 $235K
OXY
Occidental Petroleum Corp

Energy
1.56K
+ 35.23%
$36.11 - $49.33 $56.3K - $77K
5.99K $251K
ELV
Elevance Health, Inc.

Healthcare
172
+ 22.99%
$372.27 - $452.69 $64K - $77.9K
920 $357K
NEE
Nextera Energy Inc

Utilities
551
+ 12.71%
$64.11 - $75.0 $35.3K - $41.3K
4.89K $339K
VRSK
Verisk Analytics, Inc.

Industrials
70
+ 10.23%
$277.03 - $321.33 $19.4K - $22.5K
754 $234K
ABNB
Airbnb, Inc.

Consumer Cyclical
48
+ 2.65%
$105.69 - $140.64 $5.07K - $6.75K
1.86K $246K
TJX
Tjx Companies Inc

Consumer Cyclical
157
+ 2.77%
$119.13 - $135.03 $18.7K - $21.2K
5.83K $720K
RDFN
Redfin Corp

Real Estate
800
+ 7.99%
$8.2 - $11.74 $6.56K - $9.39K
10.8K $120K
ABC
Amerisourcebergen Corp

Healthcare
143
+ 16.32%
N/A
1.02K $188K
CMA
Comerica Inc

Financial Services
402
+ 10.6%
$50.42 - $59.65 $20.3K - $24K
4.2K $250K
ROP
Roper Technologies Inc

Industrials
63
+ 12.86%
$519.19 - $590.78 $32.7K - $37.2K
553 $313K
VRA
Vera Bradley, Inc.

Consumer Cyclical
11.6K
New
$1.77 - $2.58 $20.5K - $29.8K
11.6K $25K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.64K
+ 11.91%
$24.32 - $27.87 $39.9K - $45.7K
15.4K $408K
USB
Us Bancorp \De\

Financial Services
21
+ 0.3%
$36.4 - $45.76 $764 - $961
7.01K $317K
PHG
Koninklijke Philips Nv

Healthcare
1.52K
+ 14.22%
$21.67 - $25.64 $33K - $39K
12.2K $293K
BDX
Becton Dickinson & CO

Healthcare
470
+ 42.3%
$165.15 - $226.42 $77.6K - $106K
1.58K $272K
MSI
Motorola Solutions, Inc.

Technology
66
+ 11.04%
$394.72 - $440.39 $26.1K - $29.1K
664 $279K
WDAY
Workday, Inc.

Technology
27
+ 1.69%
$210.47 - $274.71 $5.68K - $7.42K
1.63K $390K
TRV
Travelers Companies, Inc.

Financial Services
57
+ 6.98%
$233.83 - $276.34 $13.3K - $15.8K
874 $233K
VLO
Valero Energy Corp

Energy
17
+ 0.31%
$104.69 - $141.77 $1.78K - $2.41K
5.56K $747K
O
Realty Income Corp

Real Estate
245
+ 6.61%
$52.27 - $58.52 $12.8K - $14.3K
3.95K $227K
CCI
Crown Castle International Corp

Real Estate
125
+ 6.32%
$94.83 - $107.06 $11.9K - $13.4K
2.1K $216K
TS
Tenaris Sa

Energy
465
+ 7.81%
$30.71 - $39.46 $14.3K - $18.3K
6.42K $240K
MDT
Medtronic PLC

Healthcare
215
+ 5.07%
$80.68 - $88.86 $17.3K - $19.1K
4.45K $388K
CLPR
Clipper Realty Inc.

Real Estate
1.59K
+ 8.1%
$3.48 - $4.2 $5.53K - $6.67K
21.2K $77K
TMUS
T Mobile Us, Inc.

Communication Services
336
+ 11.94%
$220.99 - $268.54 $74.3K - $90.2K
3.15K $750K
IT
Gartner Inc

Technology
21
+ 4.05%
$377.5 - $449.52 $7.93K - $9.44K
539 $217K
Linde PLC F
144
+ 6.0%
N/A
2.55K $0
Mitsubishi Heavy Inds F Unsponsored Adr 1 Adr Reps 2 Ord Shs
690
+ 5.54%
N/A
13.2K $0
Coherent Corp
3.21K
New
N/A
3.21K $0
Ge Vernova Inc
416
+ 40.55%
N/A
1.44K $0
Gsk PLC Adr F Sponsored Adr 1 Adr Reps 2 Ord Shs
155
+ 1.58%
N/A
9.95K $0
JPHY
Jp Morgan High Yield Research

ETFs
5.8K
+ 5.95%
N/A
103K $0
Jbs N V F Class A
14.4K
New
N/A
14.4K $0
Natwest Group PLC F Unsponsored Adr 1 Adr Reps 2 Ord Shs
1.44K
+ 11.59%
N/A
13.9K $0
PRU
Prudential Financial Inc

Financial Services
115
+ 2.37%
$95.12 - $112.71 $10.9K - $13K
4.98K $534K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.55K
+ 3.55%
$5.83 - $8.88 $9.05K - $13.8K
45.3K $344K
SNY
Sanofi

Healthcare
1.16K
+ 11.67%
$47.62 - $55.44 $55.1K - $64.1K
11.1K $535K
BP
Bp PLC

Energy
1.65K
+ 9.11%
$26.11 - $33.81 $43K - $55.7K
19.7K $590K
JNJ
Johnson & Johnson

Healthcare
542
+ 6.71%
$146.36 - $159.82 $79.3K - $86.6K
8.63K $1.32M
SBUX
Starbucks Corp

Consumer Cyclical
220
+ 3.3%
$79.69 - $99.41 $17.5K - $21.9K
6.88K $630K
FANG
Diamondback Energy, Inc.

Energy
61
+ 4.1%
$119.25 - $161.49 $7.27K - $9.85K
1.55K $212K
SHW
Sherwin Williams CO

Basic Materials
16
+ 0.27%
$313.51 - $363.51 $5.02K - $5.82K
5.89K $2.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
329
+ 18.57%
$390.26 - $489.06 $128K - $161K
2.1K $851K
MRK
Merck & Co., Inc.

Healthcare
928
+ 6.97%
$73.47 - $87.12 $68.2K - $80.8K
14.2K $1.13M
WSO
Watsco Inc

Industrials
57
+ 4.0%
$421.84 - $520.66 $24K - $29.7K
1.48K $654K
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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