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
SBUX
Starbucks Corp

Consumer Cyclical
896
+ 15.54%
$91.75 - $115.81 $82.2K - $104K
6.66K $653K
AMGN
Amgen Inc

Healthcare
93
+ 4.78%
$258.59 - $327.36 $24K - $30.4K
2.04K $635K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.47K
+ 12.16%
$71.17 - $73.66 $104K - $108K
13.5K $992K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5
+ 0.11%
$132.75 - $177.12 $664 - $886
4.74K $722K
MA
Mastercard Inc

Financial Services
81
+ 2.31%
$504.67 - $576.31 $40.9K - $46.7K
3.59K $1.97M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.46K
+ 15.68%
$58.01 - $64.46 $84.6K - $94K
10.8K $668K
EEM
Ishares Msci Emerging Markets

ETFs
1.99K
+ 11.75%
$40.81 - $45.34 $81.3K - $90.3K
18.9K $827K
GILD
Gilead Sciences, Inc.

Healthcare
76
+ 1.36%
$89.14 - $117.41 $6.77K - $8.92K
5.65K $633K
SPOT
Spotify Technology S.A.

Communication Services
39
+ 4.08%
$457.79 - $648.32 $17.9K - $25.3K
996 $547K
PG
Procter & Gamble CO

Consumer Defensive
425
+ 2.73%
$158.56 - $176.26 $67.4K - $74.9K
16K $2.73M
COP
Conocophillips

Energy
471
+ 4.45%
$88.6 - $105.85 $41.7K - $49.9K
11.1K $1.16M
GRC
Gorman Rupp CO

Industrials
4.42K
+ 27.27%
$35.1 - $39.76 $155K - $176K
20.6K $724K
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 2.4%
$890.62 - $1076.86 $43.6K - $52.8K
2.09K $1.97M
RSP
Invesco S&P 500 Equal Weight E

ETFs
734
+ 7.02%
$169.43 - $182.84 $124K - $134K
11.2K $1.94M
ING
Ing Groep Nv

Financial Services
1.04K
+ 5.3%
$15.51 - $20.74 $16.1K - $21.6K
20.7K $405K
KGC
Kinross Gold Corp

Basic Materials
367
+ 1.34%
$9.69 - $12.61 $3.56K - $4.63K
27.7K $349K
SNY
Sanofi

Healthcare
496
+ 5.26%
$48.15 - $59.42 $23.9K - $29.5K
9.92K $550K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
16
+ 5.52%
$1187.71 - $1432.58 $19K - $22.9K
306 $438K
IWD
Ishares Russell 1000 Val ETF

ETFs
68
+ 0.26%
$182.82 - $196.21 $12.4K - $13.3K
26.2K $4.92M
SHEL
Shell PLC

Energy
259
+ 3.75%
$62.84 - $73.29 $16.3K - $19K
7.16K $524K
BSX
Boston Scientific Corp

Healthcare
180
+ 2.88%
$89.38 - $106.18 $16.1K - $19.1K
6.44K $649K
TT
Trane Technologies PLC

Industrials
341
+ 40.6%
$332.0 - $400.86 $113K - $137K
1.18K $397K
UNP
Union Pacific Corp

Industrials
295
+ 14.01%
$225.21 - $254.42 $66.4K - $75.1K
2.4K $567K
IAU
Ishares Gold Trust

ETFs
119
+ 1.48%
$49.74 - $58.96 $5.92K - $7.02K
8.18K $482K
SONY
Sony Group Corp

Technology
1K
+ 7.4%
$19.88 - $25.64 $19.9K - $25.7K
14.6K $369K
WELL
Welltower Inc.

Real Estate
154
+ 7.4%
$124.05 - $156.86 $19.1K - $24.2K
2.23K $342K
CSCO
Cisco Systems, Inc.

Technology
556
+ 3.24%
$58.74 - $64.87 $32.7K - $36.1K
17.7K $1.09M
VTI
Vanguard Total Stock Market Et

ETFs
379
+ 20.38%
$271.18 - $303.12 $103K - $115K
2.24K $615K
HSBC
Hsbc Holdings PLC

Financial Services
459
+ 7.92%
$48.68 - $61.58 $22.3K - $28.3K
6.25K $359K
VIG
Vanguard Dividend Appreciation

ETFs
397
+ 34.46%
N/A
1.55K $282K
BMY
Bristol Myers Squibb CO

Healthcare
854
+ 18.92%
$53.9 - $63.11 $46K - $53.9K
5.37K $327K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
374
+ 4.99%
$87.68 - $94.52 $32.8K - $35.4K
7.87K $736K
MDT
Medtronic PLC

Healthcare
363
+ 9.37%
$79.84 - $94.5 $29K - $34.3K
4.24K $380K
MCK
Mckesson Corp

Healthcare
12
+ 2.03%
$566.21 - $672.99 $6.79K - $8.08K
603 $405K
RELX
Relx PLC

Communication Services
423
+ 4.77%
$45.34 - $51.91 $19.2K - $22K
9.29K $468K
AIG
American International Group, Inc.

Financial Services
218
+ 6.63%
$70.5 - $86.94 $15.4K - $19K
3.51K $304K
ELV
Elevance Health, Inc.

Healthcare
42
+ 5.95%
$365.9 - $436.25 $15.4K - $18.3K
748 $325K
TPL
Texas Pacific Land Corp

Energy
12
+ 5.41%
$1180.08 - $1431.01 $14.2K - $17.2K
234 $310K
TDG
Trans Digm Group Inc

Industrials
17
+ 4.96%
$1251.32 - $1394.11 $21.3K - $23.7K
360 $497K
VLO
Valero Energy Corp

Energy
78
+ 1.43%
$121.76 - $142.99 $9.5K - $11.2K
5.54K $731K
MDLZ
Mondelez International, Inc.

Consumer Defensive
379
+ 8.46%
$56.12 - $68.15 $21.3K - $25.8K
4.86K $329K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
243
+ 0.8%
$11.66 - $14.98 $2.83K - $3.64K
30.7K $419K
CI
Cigna Corp

Healthcare
42
+ 4.74%
$274.49 - $329.0 $11.5K - $13.8K
928 $305K
SO
Southern CO

Utilities
35
+ 0.6%
$80.96 - $92.96 $2.83K - $3.25K
5.9K $542K
PEP
Pepsico Inc

Consumer Defensive
565
+ 4.66%
$142.64 - $156.42 $80.6K - $88.4K
12.7K $1.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
289
+ 3.17%
$35.35 - $42.74 $10.2K - $12.4K
9.41K $389K
MO
Altria Group, Inc.

Consumer Defensive
173
+ 2.88%
$50.81 - $60.02 $8.79K - $10.4K
6.19K $371K
WM
Waste Management Inc

Industrials
1
+ 0.05%
$200.54 - $233.78 $201 - $234
1.88K $435K
WMB
Williams Companies, Inc.

Energy
555
+ 13.22%
$54.02 - $61.09 $30K - $33.9K
4.75K $283K
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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