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
PSX
Phillips 66

Energy
44
+ 0.85%
$113.93 - $131.55 $5.01K - $5.79K
5.2K $642K
WSO
Watsco Inc

Industrials
13
+ 0.92%
$463.86 - $530.75 $6.03K - $6.9K
1.42K $723K
CB
Chubb LTD

Financial Services
31
+ 1.74%
$257.71 - $301.99 $7.99K - $9.36K
1.81K $545K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
557
+ 6.27%
$81.83 - $82.73 $45.6K - $46.1K
9.44K $780K
AON
Aon PLC

Financial Services
32
+ 3.12%
$348.44 - $409.32 $11.2K - $13.1K
1.06K $421K
BK
Bank Of New York Mellon Corp

Financial Services
136
+ 2.36%
$75.42 - $88.95 $10.3K - $12.1K
5.91K $495K
ROP
Roper Technologies Inc

Industrials
36
+ 7.93%
$502.71 - $593.81 $18.1K - $21.4K
490 $288K
IBN
Icici Bank LTD

Financial Services
398
+ 1.68%
$27.55 - $31.67 $11K - $12.6K
24K $757K
CTAS
Cintas Corp

Industrials
30
+ 1.59%
$182.09 - $208.14 $5.46K - $6.24K
1.92K $394K
TLT
Ishares Barclays 20+ Year Trea

ETFs
251
+ 3.48%
$85.29 - $92.57 $21.4K - $23.2K
7.46K $678K
XLK
Technology Sector Spdr

ETFs
500
+ 22.7%
$206.38 - $242.18 $103K - $121K
2.7K $558K
DD
Du Pont De Nemours, Inc.

Basic Materials
685
+ 20.37%
$72.7 - $84.32 $49.8K - $57.8K
4.05K $302K
UBS
Ubs Group Ag

Financial Services
1.38K
+ 14.39%
$30.28 - $35.78 $41.8K - $49.4K
11K $335K
STE
Steris PLC

Healthcare
70
+ 5.31%
$202.46 - $232.74 $14.2K - $16.3K
1.39K $314K
ADP
Automatic Data Processing Inc

Industrials
81
+ 5.28%
$286.85 - $318.64 $23.2K - $25.8K
1.62K $493K
MMM
3 M CO

Industrials
83
+ 4.74%
$129.7 - $155.12 $10.8K - $12.9K
1.83K $269K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
809
+ 2.57%
$14.13 - $16.72 $11.4K - $13.5K
32.2K $498K
KLAC
Kla Corp

Technology
24
+ 4.48%
$636.62 - $777.63 $15.3K - $18.7K
560 $380K
SCHW
Schwab Charles Corp

Financial Services
187
+ 3.23%
$71.24 - $83.64 $13.3K - $15.6K
5.98K $468K
TJX
Tjx Companies Inc

Consumer Cyclical
279
+ 5.17%
$112.81 - $126.16 $31.5K - $35.2K
5.68K $691K
MFG
Mizuho Financial Group Inc

Financial Services
2.88K
+ 8.25%
$4.83 - $6.04 $13.9K - $17.4K
37.8K $208K
HCA
Hca Healthcare, Inc.

Healthcare
20
+ 2.92%
$296.7 - $345.55 $5.93K - $6.91K
705 $243K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
110
+ 6.11%
$408.78 - $448.82 $45K - $49.4K
1.91K $801K
ACGL
Arch Capital Group Ltd.

Financial Services
246
+ 7.87%
$88.13 - $96.94 $21.7K - $23.8K
3.37K $324K
GD
General Dynamics Corp

Industrials
78
+ 5.0%
$241.94 - $272.58 $18.9K - $21.3K
1.64K $446K
ZTS
Zoetis Inc.

Healthcare
162
+ 4.16%
$156.48 - $175.67 $25.3K - $28.5K
4.05K $667K
C
Citigroup Inc

Financial Services
424
+ 8.3%
$67.23 - $84.63 $28.5K - $35.9K
5.53K $392K
LYG
Lloyds Banking Group PLC

Financial Services
4.07K
+ 25.02%
$2.58 - $3.9 $10.5K - $15.9K
20.4K $77K
EHC
Encompass Health Corp

Healthcare
99
+ 3.96%
$91.05 - $102.2 $9.01K - $10.1K
2.6K $263K
SYK
Stryker Corp

Healthcare
39
+ 2.53%
$355.18 - $399.9 $13.9K - $15.6K
1.58K $588K
SPY
Spdr S&P 500 ETF Trust

ETFs
523
+ 5.34%
$551.42 - $612.93 $288K - $321K
10.3K $5.77M
XLF
Financial Sector Spdr

ETFs
348
+ 4.69%
$47.32 - $52.19 $16.5K - $18.2K
7.76K $386K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.26%
$478.26 - $543.77 $2.87K - $3.26K
2.28K $1.16M
MCO
Moodys Corp

Financial Services
65
+ 9.33%
$437.8 - $527.48 $28.5K - $34.3K
762 $354K
INTU
Intuit Inc

Technology
82
+ 4.68%
$555.63 - $630.23 $45.6K - $51.7K
1.83K $1.13M
FISV
Fiserv Inc

Technology
205
+ 15.82%
N/A
1.5K $187K
VT
Vanguard Total World Stk Index

ETFs
275
+ 5.92%
$115.08 - $123.97 $31.6K - $34.1K
4.92K $570K
WF
Woori Financial Group Inc.

Financial Services
166
+ 1.93%
$31.09 - $35.8 $5.16K - $5.94K
8.77K $292K
AROC
Archrock, Inc.

Energy
327
+ 2.92%
$22.72 - $30.34 $7.43K - $9.92K
11.5K $302K
AFL
Aflac Inc

Financial Services
26
+ 1.0%
$100.99 - $111.19 $2.63K - $2.89K
2.64K $293K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
1.77K
+ 17.07%
$8.25 - $8.79 $14.6K - $15.5K
12.1K $106K
RACE
Ferrari N.V.

Consumer Cyclical
35
+ 2.0%
$413.73 - $508.15 $14.5K - $17.8K
1.79K $765K
NEE
Nextera Energy Inc

Utilities
323
+ 8.05%
$66.96 - $76.16 $21.6K - $24.6K
4.34K $307K
ODFL
Old Dominion Freight Line, Inc.

Industrials
206
+ 15.14%
$161.13 - $209.29 $33.2K - $43.1K
1.57K $259K
ADSK
Autodesk, Inc.

Technology
78
+ 7.09%
N/A
1.18K $289K
NRG
Nrg Energy, Inc.

Utilities
60
+ 2.52%
$84.82 - $113.33 $5.09K - $6.8K
2.44K $233K
MPC
Marathon Petroleum Corp

Energy
49
+ 3.03%
$134.72 - $159.03 $6.6K - $7.79K
1.67K $242K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
31
+ 0.49%
$35.15 - $41.31 $1.09K - $1.28K
6.39K $248K
NMR
Nomura Holdings Inc

Financial Services
649
+ 1.94%
$5.56 - $6.98 $3.61K - $4.53K
34.2K $210K
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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