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
AMP
Ameriprise Financial Inc

Financial Services
26
+ 3.7%
$472.29 - $575.13 $12.3K - $15K
729 $352K
SKYW
Skywest Inc

Industrials
75
+ 3.34%
$81.46 - $120.92 $6.11K - $9.07K
2.32K $202K
ADI
Analog Devices Inc

Technology
31
+ 1.17%
$201.56 - $243.82 $6.25K - $7.56K
2.69K $541K
SHOP
Shopify Inc.

Technology
22
+ 0.97%
$90.59 - $129.31 $1.99K - $2.84K
2.29K $218K
NKE
Nike, Inc.

Consumer Cyclical
402
+ 10.27%
$63.29 - $81.72 $25.4K - $32.9K
4.32K $273K
LOW
Lowes Companies Inc

Consumer Cyclical
37
+ 1.44%
$222.66 - $268.42 $8.24K - $9.93K
2.61K $608K
URI
United Rentals, Inc.

Industrials
25
+ 4.62%
$594.17 - $789.56 $14.9K - $19.7K
566 $354K
VB
Vanguard Small Cap ETF

ETFs
168
+ 4.87%
$217.89 - $252.64 $36.6K - $42.4K
3.62K $801K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 2.95%
$634.14 - $744.83 $8.88K - $10.4K
489 $310K
DIS
Walt Disney CO

Communication Services
351
+ 6.99%
$96.87 - $114.0 $34K - $40K
5.37K $530K
JOBY
Joby Aviation, Inc.

Industrials
599
+ 3.66%
$5.99 - $10.27 $3.59K - $6.15K
16.9K $102K
ICLR
Icon PLC

Healthcare
132
+ 8.66%
$174.99 - $222.58 $23.1K - $29.4K
1.66K $289K
CEG
Constellation Energy Corp

Utilities
69
+ 3.69%
$201.63 - $347.44 $13.9K - $24K
1.94K $391K
USB
Us Bancorp \De\

Financial Services
151
+ 2.21%
$40.92 - $50.9 $6.18K - $7.69K
6.99K $295K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.44%
$524.81 - $672.19 $3.15K - $4.03K
1.36K $740K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4
+ 0.23%
$221.78 - $273.45 $887 - $1.09K
1.76K $400K
PH
Parker Hannifin Corp

Industrials
20
+ 1.24%
$591.65 - $707.05 $11.8K - $14.1K
1.63K $990K
UPS
United Parcel Service Inc

Industrials
4
+ 0.18%
$109.66 - $136.26 $439 - $545
2.21K $243K
ASX
Ase Technology Holding Co., Ltd.

Technology
408
+ 1.35%
$8.76 - $11.36 $3.57K - $4.63K
30.7K $269K
MAR
Marriott International Inc

Consumer Cyclical
43
+ 3.54%
$237.01 - $304.45 $10.2K - $13.1K
1.26K $299K
DEO
Diageo PLC

Consumer Defensive
76
+ 3.21%
$104.79 - $126.12 $7.96K - $9.59K
2.44K $256K
GM
General Motors CO

Consumer Cyclical
164
+ 1.91%
$45.22 - $54.92 $7.42K - $9.01K
8.74K $410K
CLF
Cleveland Cliffs Inc.

Basic Materials
426
+ 0.98%
$8.22 - $12.02 $3.5K - $5.12K
43.8K $359K
PWR
Quanta Services, Inc.

Industrials
32
+ 3.48%
$236.71 - $358.03 $7.57K - $11.5K
951 $241K
CDNS
Cadence Design Systems Inc

Technology
20
+ 1.65%
$233.96 - $324.52 $4.68K - $6.49K
1.23K $312K
BX
Blackstone Inc.

Financial Services
45
+ 2.59%
$136.53 - $186.74 $6.14K - $8.4K
1.78K $248K
BAC
Bank Of America Corp

Financial Services
334
+ 0.99%
$39.61 - $47.74 $13.2K - $15.9K
34.1K $1.42M
DHR
Danaher Corp

Healthcare
10
+ 0.35%
$201.62 - $250.59 $2.02K - $2.51K
2.89K $593K
EVR
Evercore Inc.

Financial Services
39
+ 3.68%
$190.28 - $291.27 $7.42K - $11.4K
1.1K $219K
CAT
Caterpillar Inc

Industrials
56
+ 1.98%
$326.75 - $407.63 $18.3K - $22.8K
2.88K $950K
DAL
Delta Air Lines, Inc.

Industrials
69
+ 1.48%
$43.6 - $69.06 $3.01K - $4.77K
4.74K $206K
CRM
Salesforce, Inc.

Technology
249
+ 11.13%
$268.36 - $359.95 $66.8K - $89.6K
2.49K $667K
AMD
Advanced Micro Devices Inc

Technology
451
+ 5.35%
$96.63 - $129.55 $43.6K - $58.4K
8.89K $913K
ETN
Eaton Corp PLC

Industrials
174
+ 5.76%
$271.83 - $371.23 $47.3K - $64.6K
3.2K $868K
MRVL
Marvell Technology, Inc.

Technology
201
+ 6.14%
$61.57 - $126.06 $12.4K - $25.3K
3.48K $214K
TGT
Target Corp

Consumer Defensive
54
+ 1.08%
$103.65 - $142.5 $5.6K - $7.7K
5.06K $527K
PYPL
Pay Pal Holdings, Inc.

Financial Services
197
+ 2.44%
$65.15 - $91.81 $12.8K - $18.1K
8.27K $539K
NVO
Novo Nordisk A S

Healthcare
1.05K
+ 7.38%
$69.3 - $90.95 $73K - $95.8K
15.3K $1.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
37
+ 0.32%
$165.25 - $224.62 $6.11K - $8.31K
11.5K $1.92M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
237
+ 0.17%
$64.88 - $72.1 $15.4K - $17.1K
142K $9.36M
GOOG
Alphabet Inc.

Communication Services
834
+ 5.03%
$156.06 - $207.71 $130K - $173K
17.4K $2.72M
AVGO
Broadcom Inc.

Technology
1.16K
+ 7.4%
$167.43 - $244.7 $195K - $285K
16.9K $2.83M
GOOGL
Alphabet Inc.

Communication Services
807
+ 2.89%
$154.33 - $206.19 $125K - $166K
28.7K $4.45M
AMZN
Amazon Com Inc

Consumer Cyclical
982
+ 2.22%
$190.26 - $242.06 $187K - $238K
45.3K $8.62M
MSFT
Microsoft Corp

Technology
943
+ 2.86%
$375.39 - $447.2 $354K - $422K
33.9K $12.7M
AAPL
Apple Inc.

Technology
4.57K
+ 5.87%
$209.68 - $247.1 $958K - $1.13M
82.4K $18.3M
TSLA
Tesla, Inc.

Consumer Cyclical
2.22K
+ 14.94%
$222.15 - $428.22 $492K - $949K
17.1K $4.42M
NVDA
Nvidia Corp

Technology
4.34K
+ 4.64%
$106.98 - $149.43 $465K - $649K
98K $10.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
103K
+ 6.78%
$40.03 - $46.81 $4.1M - $4.8M
1.61M $65.8M
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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