Pinnacle Wealth Planning Services, Inc. Incresed Positions in Q1 2025

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
294K
+ 7.62%
$25.44 - $25.58 $7.48M - $7.52M
4.15M $106M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
40K
+ 5.46%
$24.73 - $25.62 $989K - $1.03M
773K $19.8M
EFV
Msci Eafe Value ETF

ETFs
8.06K
+ 5.62%
$51.88 - $60.73 $418K - $490K
152K $8.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
988
+ 11.19%
$442.66 - $534.52 $437K - $528K
9.82K $5.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.8K
+ 2.84%
$49.78 - $53.19 $635K - $678K
461K $23.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.53K
+ 140.63%
$77.7 - $78.94 $585K - $594K
12.9K $1.02M
EMLP
First Tr Exchange Traded Iv

ETFs
6.34K
+ 4.08%
$35.79 - $38.28 $227K - $243K
162K $6.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.35K
+ 39.81%
$468.34 - $539.52 $630K - $726K
4.73K $2.22M
EFG
Msci Eafe Growth ETF

ETFs
3.05K
+ 6.18%
$96.1 - $106.37 $293K - $325K
52.4K $5.24M
V
Visa Inc.

Financial Services
123
+ 1.03%
$306.92 - $362.71 $37.8K - $44.6K
12.1K $4.23M
EMTL
Spdr Doubleline Emerging Marke

ETFs
5.38K
+ 2.78%
$42.13 - $43.1 $226K - $232K
199K $8.56M
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
+ 9.12%
$225.19 - $279.95 $307K - $382K
16.3K $4.01M
ABBV
Abb Vie Inc.

Healthcare
148
+ 1.22%
$169.2 - $216.66 $25K - $32.1K
12.2K $2.56M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
19.3K
+ 182.62%
$14.09 - $18.05 $272K - $348K
29.8K $532K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.9K
+ 5.1%
$18.46 - $19.19 $202K - $210K
225K $4.32M
T
At&T Inc.

Communication Services
4.7K
+ 12.71%
$21.56 - $28.28 $101K - $133K
41.7K $1.18M
PM
Philip Morris International Inc.

Consumer Defensive
253
+ 3.33%
$117.15 - $158.79 $29.6K - $40.2K
7.85K $1.25M
DE
Deere & CO

Industrials
502
+ 54.57%
$408.57 - $509.27 $205K - $256K
1.42K $667K
GLD
Spdr Gold Trust

ETFs
272
+ 6.79%
$243.19 - $288.14 $66.1K - $78.4K
4.28K $1.23M
LLY
Eli Lilly & CO

Healthcare
110
+ 3.49%
$725.72 - $929.72 $79.8K - $102K
3.26K $2.69M
XLE
Energy Sector Spdr

ETFs
1.3K
+ 8.05%
$85.7 - $93.96 $111K - $122K
17.4K $1.63M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
662
+ 21.12%
$80.53 - $147.57 $53.3K - $97.7K
3.8K $501K
JNJ
Johnson & Johnson

Healthcare
432
+ 5.65%
$142.06 - $167.7 $61.4K - $72.4K
8.08K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
76
+ 0.82%
$279.74 - $321.29 $21.3K - $24.4K
9.39K $2.93M
AZN
Astrazeneca PLC

Healthcare
1.05K
+ 5.37%
$65.37 - $77.96 $68.4K - $81.6K
20.5K $1.51M
ABT
Abbott Laboratories

Healthcare
284
+ 2.9%
$111.1 - $140.22 $31.6K - $39.8K
10.1K $1.34M
PLTR
Palantir Technologies Inc.

Technology
2.43K
+ 87.39%
$64.98 - $124.62 $158K - $302K
5.2K $438K
KO
Coca Cola CO

Consumer Defensive
830
+ 5.15%
$60.81 - $72.32 $50.5K - $60K
17K $1.21M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.27K
+ 44.52%
$46.15 - $63.53 $105K - $144K
7.38K $454K
HYG
Ishares Tr

ETFs
2.44K
+ 21.0%
$78.51 - $80.11 $192K - $196K
14.1K $1.11M
QCOM
Qualcomm Inc

Technology
1.26K
+ 18.64%
$151.94 - $175.86 $192K - $222K
8.04K $1.23M
INTC
Intel Corp

Technology
5.36K
+ 21.72%
$19.1 - $27.39 $102K - $147K
30.1K $682K
UBER
Uber Technologies, Inc

Technology
935
+ 10.06%
$63.17 - $81.49 $59.1K - $76.2K
10.2K $745K
META
Meta Platforms, Inc.

Communication Services
562
+ 5.35%
$576.36 - $736.67 $324K - $414K
11.1K $6.38M
GE
General Electric CO

Industrials
232
+ 5.99%
$168.59 - $212.13 $39.1K - $49.2K
4.11K $822K
UNH
Unitedhealth Group Inc

Healthcare
189
+ 4.57%
$461.52 - $548.18 $87.2K - $104K
4.32K $2.26M
CVX
Chevron Corp

Energy
242
+ 4.2%
$146.71 - $167.97 $35.5K - $40.6K
6K $1M
CMI
Cummins Inc

Industrials
587
+ 100.17%
$312.92 - $386.07 $184K - $227K
1.17K $367K
SAP
Sap Se

Technology
108
+ 1.8%
$241.4 - $293.69 $26.1K - $31.7K
6.1K $1.64M
IBM
International Business Machines Corp

Technology
265
+ 7.98%
$217.4 - $264.74 $57.6K - $70.2K
3.58K $891K
PLD
Prologis, Inc.

Real Estate
1.24K
+ 32.82%
$103.59 - $124.04 $128K - $154K
5.01K $560K
TMUS
T Mobile Us, Inc.

Communication Services
92
+ 3.38%
$211.3 - $272.83 $19.4K - $25.1K
2.81K $750K
PFE
Pfizer Inc

Healthcare
6.49K
+ 44.13%
$25.01 - $27.13 $162K - $176K
21.2K $536K
SNPS
Synopsys Inc

Technology
425
+ 64.3%
$428.58 - $551.54 $182K - $234K
1.09K $465K
SAN
Banco Santander, S.A.

Financial Services
3.36K
+ 6.08%
$4.46 - $7.14 $15K - $24K
58.5K $392K
BP
Bp PLC

Energy
2.08K
+ 13.01%
$29.93 - $35.31 $62.3K - $73.5K
18.1K $610K
WFC
Wells Fargo & Company

Financial Services
1.56K
+ 10.51%
$66.78 - $81.42 $104K - $127K
16.4K $1.18M
SE
Sea LTD

Consumer Cyclical
161
+ 3.51%
$104.87 - $146.31 $16.9K - $23.6K
4.75K $619K
VZ
Verizon Communications Inc

Communication Services
986
+ 5.98%
$37.81 - $46.49 $37.3K - $45.8K
17.5K $792K
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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