Pinnacle Wealth Planning Services, Inc. Incresed Positions in Q2 2025

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
326
+ 21.49%
$177.93 - $313.14 $58K - $102K
1.84K $577K
SE
Sea LTD

Consumer Cyclical
771
+ 16.23%
$105.57 - $170.4 $81.4K - $131K
5.52K $883K
RSP
Invesco S&P 500 Equal Weight E

ETFs
874
+ 7.81%
$152.93 - $181.74 $134K - $159K
12.1K $2.19M
T
At&T Inc.

Communication Services
7.36K
+ 17.66%
$26.33 - $28.94 $194K - $213K
49.1K $1.42M
SONY
Sony Group Corp

Technology
8.84K
+ 60.71%
$21.24 - $26.88 $188K - $238K
23.4K $609K
KO
Coca Cola CO

Consumer Defensive
3.59K
+ 21.18%
$68.37 - $73.9 $246K - $265K
20.5K $1.45M
JCI
Johnson Controls International PLC

Industrials
1.13K
+ 24.97%
$71.14 - $105.62 $80.7K - $120K
5.68K $599K
NVO
Novo Nordisk A S

Healthcare
3.48K
+ 22.71%
$58.08 - $81.05 $202K - $282K
18.8K $1.3M
RTX
Raytheon Technologies Corp

Industrials
987
+ 15.48%
$113.75 - $148.48 $112K - $147K
7.36K $1.07M
PWR
Quanta Services, Inc.

Industrials
288
+ 30.28%
$239.47 - $381.26 $69K - $110K
1.24K $468K
MU
Micron Technology Inc

Technology
1.08K
+ 46.0%
$64.72 - $127.91 $70K - $138K
3.43K $422K
BCS
Barclays PLC

Financial Services
3.85K
+ 8.53%
$12.69 - $18.61 $48.8K - $71.6K
48.9K $909K
NVS
Novartis Ag

Healthcare
1.6K
+ 73.44%
$101.96 - $121.01 $164K - $194K
3.79K $458K
ABT
Abbott Laboratories

Healthcare
1.32K
+ 13.03%
$123.95 - $138.08 $163K - $182K
11.4K $1.55M
URI
United Rentals, Inc.

Industrials
183
+ 32.33%
$551.94 - $753.4 $101K - $138K
749 $564K
KEP
Korea Electric Power Corp

Utilities
6.58K
+ 38.96%
$7.24 - $14.63 $47.6K - $96.3K
23.5K $334K
NKE
Nike, Inc.

Consumer Cyclical
2.42K
+ 55.97%
$53.27 - $72.04 $129K - $174K
6.73K $478K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.48K
+ 19.27%
$77.94 - $79.5 $193K - $197K
15.4K $1.22M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.97K
+ 31.54%
$39.43 - $49.34 $117K - $146K
12.4K $585K
CCL
Carnival Corp

Consumer Cyclical
3.62K
+ 33.09%
$16.43 - $28.12 $59.4K - $102K
14.5K $408K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
350
+ 18.32%
$376.48 - $440.65 $132K - $154K
2.26K $995K
MS
Morgan Stanley

Financial Services
721
+ 19.71%
$99.83 - $140.86 $72K - $102K
4.38K $616K
SYK
Stryker Corp

Healthcare
385
+ 24.35%
$337.37 - $395.63 $130K - $152K
1.97K $777K
ICE
Intercontinental Exchange, Inc.

Financial Services
816
+ 22.86%
$151.62 - $183.47 $124K - $150K
4.39K $804K
DE
Deere & CO

Industrials
260
+ 18.28%
$412.99 - $531.48 $107K - $138K
1.68K $855K
AMAT
Applied Materials Inc

Technology
269
+ 7.51%
$126.95 - $183.52 $34.1K - $49.4K
3.85K $705K
BK
Bank Of New York Mellon Corp

Financial Services
1.56K
+ 26.33%
$73.31 - $91.62 $114K - $142K
7.46K $679K
SAN
Banco Santander, S.A.

Financial Services
10.7K
+ 18.19%
$5.72 - $8.32 $60.9K - $88.6K
69.2K $574K
DIS
Walt Disney CO

Communication Services
333
+ 6.2%
$81.72 - $124.01 $27.2K - $41.3K
5.7K $707K
EMLP
First Tr Exchange Traded Iv

ETFs
4.64K
+ 2.87%
$33.62 - $37.89 $156K - $176K
166K $6.24M
IWD
Ishares Russell 1000 Val ETF

ETFs
88
+ 0.34%
$166.82 - $194.23 $14.7K - $17.1K
26.3K $5.1M
CTAS
Cintas Corp

Industrials
605
+ 31.53%
$190.11 - $227.66 $115K - $138K
2.52K $562K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
370
+ 21.0%
$201.28 - $266.34 $74.5K - $98.5K
2.13K $567K
MRVL
Marvell Technology, Inc.

Technology
1.39K
+ 39.92%
$49.38 - $79.97 $68.5K - $111K
4.87K $376K
SNPS
Synopsys Inc

Technology
136
+ 12.52%
$380.9 - $517.66 $51.8K - $70.4K
1.22K $626K
AEP
American Electric Power CO Inc

Utilities
1.67K
+ 69.56%
$98.59 - $109.11 $165K - $183K
4.08K $423K
PANW
Palo Alto Networks Inc

Technology
326
+ 13.02%
$152.44 - $204.64 $49.7K - $66.7K
2.83K $578K
WMB
Williams Companies, Inc.

Energy
2.15K
+ 45.16%
$54.33 - $62.87 $117K - $135K
6.9K $433K
CI
Cigna Corp

Healthcare
448
+ 48.28%
$301.89 - $340.04 $135K - $152K
1.38K $454K
DWM
Wisdomtree Tr

ETFs
418
+ 1.9%
$52.06 - $63.91 $21.8K - $26.7K
22.4K $1.43M
WELL
Welltower Inc.

Real Estate
938
+ 41.99%
$136.49 - $155.22 $128K - $146K
3.17K $487K
LLY
Eli Lilly & CO

Healthcare
379
+ 11.63%
$713.71 - $898.95 $270K - $341K
3.64K $2.84M
CMCSA
Comcast Corp

Communication Services
4.56K
+ 28.8%
$32.84 - $36.72 $150K - $167K
20.4K $727K
SO
Southern CO

Utilities
1.57K
+ 26.53%
$84.91 - $92.56 $133K - $145K
7.47K $685K
ADPT
Adaptive Biotechnologies Corp

Healthcare
6.97K
+ 48.63%
$6.83 - $12.16 $47.6K - $84.7K
21.3K $248K
EMR
Emerson Electric CO

Industrials
523
+ 17.71%
$94.15 - $133.33 $49.2K - $69.7K
3.48K $463K
AXP
American Express CO

Financial Services
8
+ 0.29%
$231.39 - $318.98 $1.85K - $2.55K
2.75K $876K
GILD
Gilead Sciences, Inc.

Healthcare
1.3K
+ 23.04%
$96.91 - $113.0 $126K - $147K
6.95K $770K
HCA
Hca Healthcare, Inc.

Healthcare
274
+ 38.87%
$317.61 - $387.52 $87K - $106K
979 $375K
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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