Pinnacle Wealth Planning Services, Inc. Incresed Positions in Q3 2025

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
92.4K
+ 5.56%
$42.26 - $47.16 $3.9M - $4.36M
1.75M $81.2M
AAPL
Apple Inc.

Technology
1.26K
+ 1.36%
$202.38 - $256.87 $254K - $323K
93.8K $23.9M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
178K
+ 4.16%
$25.39 - $25.57 $4.52M - $4.55M
4.45M $114M
NVDA
Nvidia Corp

Technology
3.11K
+ 2.62%
$153.3 - $186.58 $476K - $580K
122K $22.7M
JPM
Jpmorgan Chase & CO

Financial Services
10.2K
+ 62.44%
$282.78 - $316.06 $2.89M - $3.23M
26.6K $8.39M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33.9K
+ 6.78%
$52.12 - $55.33 $1.77M - $1.88M
534K $29.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.71K
+ 9.09%
$293.94 - $444.72 $502K - $760K
20.5K $9.11M
GOOGL
Alphabet Inc.

Communication Services
2.42K
+ 7.67%
$174.36 - $254.72 $422K - $617K
34K $8.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
20.2K
+ 83.28%
$108.46 - $120.63 $2.19M - $2.44M
44.5K $5.28M
SPYG
Spdr Portfolio

ETFs
6.1K
+ 3.52%
$94.33 - $105.31 $576K - $643K
180K $18.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
70.8K
+ 8.93%
$25.21 - $25.99 $1.78M - $1.84M
863K $22.3M
AVGO
Broadcom Inc.

Technology
2.09K
+ 10.59%
$264.74 - $369.57 $553K - $772K
21.8K $7.19M
EFV
Msci Eafe Value ETF

ETFs
10.9K
+ 6.9%
$62.79 - $68.42 $685K - $747K
169K $11.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.8K
+ 4.55%
$72.65 - $78.68 $494K - $535K
156K $12.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.9K
+ 103.5%
$78.96 - $80.04 $1.26M - $1.27M
31.3K $2.5M
AMZN
Amazon Com Inc

Consumer Cyclical
5.71K
+ 11.35%
$211.65 - $238.24 $1.21M - $1.36M
56K $12.3M
IWM
Ishares Russell 2000 ETF

ETFs
3.48K
+ 22.14%
$214.92 - $244.84 $747K - $852K
19.2K $4.64M
MSFT
Microsoft Corp

Technology
864
+ 2.24%
$491.09 - $535.64 $424K - $463K
39.5K $20.5M
MCD
Mcdonalds Corp

Consumer Cyclical
3.48K
+ 37.63%
$291.67 - $316.99 $1.01M - $1.1M
12.7K $3.86M
CSCO
Cisco Systems, Inc.

Technology
17.3K
+ 78.9%
$66.2 - $71.79 $1.14M - $1.24M
39.2K $2.68M
HD
Home Depot, Inc.

Consumer Cyclical
2.36K
+ 48.5%
$357.4 - $423.42 $843K - $998K
7.22K $2.93M
ORCL
Oracle Corp

Technology
2.19K
+ 27.6%
$218.96 - $328.33 $480K - $720K
10.1K $2.85M
WMT
Walmart Inc.

Consumer Defensive
9.52K
+ 39.81%
$94.4 - $104.27 $898K - $992K
33.4K $3.44M
BAC
Bank Of America Corp

Financial Services
17.4K
+ 52.15%
$44.92 - $52.42 $781K - $912K
50.7K $2.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
589
+ 5.04%
$617.65 - $666.84 $364K - $393K
12.3K $8.19M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 9.5%
$184.85 - $231.54 $218K - $274K
13.6K $3.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.79K
+ 10.62%
$192.76 - $203.86 $538K - $569K
29K $5.91M
JNJ
Johnson & Johnson

Healthcare
2.84K
+ 32.96%
$155.17 - $185.42 $441K - $527K
11.5K $2.13M
EFG
Msci Eafe Growth ETF

ETFs
6.18K
+ 11.2%
$106.99 - $114.46 $662K - $708K
61.4K $6.99M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
966
+ 9.49%
$224.68 - $282.71 $217K - $273K
11.1K $3.11M
QCOM
Qualcomm Inc

Technology
4.41K
+ 51.42%
$145.84 - $173.55 $643K - $765K
13K $2.16M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.67K
+ 8.18%
$42.67 - $46.91 $327K - $360K
101K $4.75M
AMAT
Applied Materials Inc

Technology
3.07K
+ 79.67%
$156.25 - $204.95 $479K - $629K
6.92K $1.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
213
+ 1.74%
$420.11 - $472.68 $89.5K - $101K
12.4K $5.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.77K
+ 22.97%
$181.56 - $190.33 $503K - $528K
14.8K $2.82M
TXN
Texas Instruments Inc

Technology
3.14K
+ 116.79%
N/A
5.82K $1.13M
GE
General Electric CO

Industrials
1.17K
+ 20.95%
$244.75 - $305.63 $285K - $356K
6.73K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
252
+ 2.99%
$620.67 - $670.08 $156K - $169K
8.67K $5.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
822
+ 8.96%
$459.11 - $506.91 $377K - $417K
9.99K $5.02M
EMTL
Spdr Doubleline Emerging Marke

ETFs
9.13K
+ 4.58%
$42.91 - $44.04 $392K - $402K
208K $9.15M
EMLP
First Tr Exchange Traded Iv

ETFs
9.15K
+ 5.5%
$36.99 - $38.38 $338K - $351K
176K $6.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
345
+ 8.13%
$546.99 - $602.2 $189K - $208K
4.59K $2.75M
META
Meta Platforms, Inc.

Communication Services
577
+ 4.27%
$695.21 - $791.73 $401K - $457K
14.1K $10.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
343
+ 7.22%
$103.83 - $179.9 $35.6K - $61.7K
5.09K $909K
ASML
Asml Holding Nv

Technology
32
+ 1.73%
$689.63 - $968.09 $22.1K - $31K
1.89K $1.83M
WFC
Wells Fargo & Company

Financial Services
3.26K
+ 22.25%
$77.05 - $85.16 $251K - $278K
17.9K $1.5M
BX
Blackstone Inc.

Financial Services
1.59K
+ 72.06%
$152.77 - $188.68 $243K - $300K
3.8K $649K
AZN
Astrazeneca PLC

Healthcare
2.34K
+ 12.69%
$68.72 - $82.11 $161K - $192K
20.8K $1.59M
WELL
Welltower Inc.

Real Estate
1.15K
+ 36.16%
$150.71 - $178.14 $173K - $204K
4.32K $769K
Activity Summary
Buys All Purchases 257 New Holdings 61 Increased Positions 196 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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