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
TDG
Trans Digm Group Inc

Industrials
54
+ 15.0%
$1231.75 - $1520.64 $66.5K - $82.1K
414 $629K
KMI
Kinder Morgan, Inc.

Energy
3.94K
+ 22.49%
$25.21 - $29.4 $99.2K - $116K
21.4K $630K
QCOM
Qualcomm Inc

Technology
536
+ 6.67%
$124.66 - $159.48 $66.8K - $85.5K
8.57K $1.37M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
212
+ 0.71%
$16.82 - $21.97 $3.57K - $4.66K
30K $659K
SCHW
Schwab Charles Corp

Financial Services
513
+ 8.58%
$69.06 - $91.24 $35.4K - $46.8K
6.49K $592K
FTNT
Fortinet, Inc.

Technology
886
+ 31.79%
$84.71 - $108.69 $75.1K - $96.3K
3.67K $388K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39
+ 0.16%
$90.56 - $109.49 $3.53K - $4.27K
24.3K $2.65M
HBAN
Huntington Bancshares Inc

Financial Services
4.58K
+ 19.95%
$12.49 - $16.76 $57.2K - $76.8K
27.5K $461K
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 1.1%
$908.13 - $1056.85 $20.9K - $24.3K
2.11K $2.09M
EQIX
Equinix Inc

Real Estate
153
+ 36.34%
$740.07 - $914.43 $113K - $140K
574 $456K
AZO
Autozone Inc

Consumer Cyclical
31
+ 56.36%
$3478.38 - $3880.15 $108K - $120K
86 $319K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.46K
+ 10.77%
$72.02 - $73.82 $105K - $107K
15K $1.1M
DEO
Diageo PLC

Consumer Defensive
1.17K
+ 47.77%
$99.86 - $115.75 $117K - $135K
3.61K $364K
AMP
Ameriprise Financial Inc

Financial Services
130
+ 17.83%
$422.19 - $533.73 $54.9K - $69.4K
859 $458K
GLD
Spdr Gold Trust

ETFs
115
+ 2.69%
$273.71 - $316.29 $31.5K - $36.4K
4.39K $1.34M
SLV
I Shares Silver Trust

ETFs
2.66K
+ 34.21%
$27.08 - $33.74 $72K - $89.7K
10.4K $342K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.66K
+ 1849.02%
$87.84 - $1441.89 $497K - $8.16M
5.96K $537K
CBRE
Cbre Group, Inc.

Real Estate
564
+ 27.26%
$113.94 - $140.12 $64.3K - $79K
2.63K $368K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.67K
+ 2.52%
$18.83 - $19.22 $107K - $109K
231K $4.42M
EQT
Eqt Corp

Energy
1.14K
+ 18.0%
$46.11 - $60.44 $52.3K - $68.6K
7.44K $433K
NDSN
Nordson Corp

Industrials
66
+ 1.0%
$167.51 - $223.5 $11.1K - $14.8K
6.67K $1.43M
PYPL
Pay Pal Holdings, Inc.

Financial Services
266
+ 3.22%
$57.41 - $74.81 $15.3K - $19.9K
8.53K $634K
BHP
Bhp Group LTD

Basic Materials
2K
+ 40.71%
$40.22 - $50.88 $80.4K - $102K
6.91K $332K
RSG
Republic Services, Inc.

Industrials
363
+ 42.41%
$227.2 - $258.07 $82.5K - $93.7K
1.22K $300K
SHOP
Shopify Inc.

Technology
406
+ 17.71%
$76.89 - $115.35 $31.2K - $46.8K
2.7K $311K
AFL
Aflac Inc

Financial Services
988
+ 37.48%
$99.77 - $112.45 $98.6K - $111K
3.62K $382K
UBS
Ubs Group Ag

Financial Services
1.56K
+ 14.22%
$26.12 - $33.82 $40.7K - $52.8K
12.5K $423K
CDNS
Cadence Design Systems Inc

Technology
72
+ 5.86%
$231.64 - $323.08 $16.7K - $23.3K
1.3K $400K
GWW
W.W. Grainger, Inc.

Industrials
52
+ 8.89%
$919.93 - $1101.66 $47.8K - $57.3K
637 $662K
BX
Blackstone Inc.

Financial Services
427
+ 23.98%
$120.07 - $151.11 $51.3K - $64.5K
2.21K $330K
PEG
Public Service Enterprise Group Inc

Utilities
866
+ 23.09%
$77.13 - $84.18 $66.8K - $72.9K
4.62K $388K
KR
Kroger CO

Consumer Defensive
929
+ 30.27%
$64.62 - $74.0 $60K - $68.7K
4K $286K
JOBY
Joby Aviation, Inc.

Industrials
66
+ 0.39%
$5.33 - $10.55 $352 - $696
17K $179K
TXN
Texas Instruments Inc

Technology
393
+ 17.14%
N/A
2.69K $522K
TM
Toyota Motor Corp

Consumer Cyclical
474
+ 36.24%
$158.63 - $195.39 $75.2K - $92.6K
1.78K $306K
ADP
Automatic Data Processing Inc

Industrials
230
+ 14.24%
$276.76 - $326.81 $63.7K - $75.2K
1.85K $568K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.04%
$55.54 - $69.09 $222 - $276
10.8K $743K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
758
+ 9.63%
$85.42 - $94.39 $64.7K - $71.5K
8.63K $809K
RELX
Relx PLC

Communication Services
662
+ 7.12%
$45.31 - $55.66 $30K - $36.8K
9.95K $540K
MFG
Mizuho Financial Group Inc

Financial Services
12.6K
+ 33.25%
$4.25 - $5.66 $53.4K - $71.1K
50.3K $279K
SPGI
S&P Global Inc.

Financial Services
49
+ 2.15%
$438.31 - $527.29 $21.5K - $25.8K
2.33K $1.23M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 0.29%
$283.31 - $388.96 $1.13K - $1.56K
1.4K $524K
VB
Vanguard Small Cap ETF

ETFs
54
+ 1.49%
$193.73 - $237.37 $10.5K - $12.8K
3.67K $869K
ARGX
Argenx Se

Healthcare
148
+ 40.0%
$532.27 - $656.65 $78.8K - $97.2K
518 $285K
GRMN
Garmin LTD

Technology
362
+ 35.98%
$173.63 - $218.07 $62.9K - $78.9K
1.37K $285K
PFE
Pfizer Inc

Healthcare
3.69K
+ 17.4%
$21.59 - $24.84 $79.6K - $91.6K
24.9K $602K
MET
Metlife Inc

Financial Services
806
+ 13.19%
$68.42 - $82.49 $55.1K - $66.5K
6.92K $556K
HDB
Hdfc Bank LTD

Financial Services
451
+ 14.87%
$63.78 - $77.48 $28.8K - $34.9K
3.48K $267K
ADSK
Autodesk, Inc.

Technology
264
+ 22.41%
N/A
1.44K $354K
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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