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
ACN
Accenture PLC

Technology
377
+ 10.41%
$279.23 - $323.21 $105K - $122K
4K $1.19M
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 19.11%
$55.56 - $60.91 $65.7K - $72.1K
7.37K $432K
GD
General Dynamics Corp

Industrials
95
+ 5.8%
$247.68 - $291.66 $23.5K - $27.7K
1.73K $505K
DHR
Danaher Corp

Healthcare
402
+ 13.89%
$174.64 - $205.16 $70.2K - $82.5K
3.3K $651K
SKYW
Skywest Inc

Industrials
179
+ 7.72%
$79.41 - $103.84 $14.2K - $18.6K
2.5K $257K
HON
Honeywell International Inc

Industrials
55
+ 2.73%
$182.86 - $232.88 $10.1K - $12.8K
2.07K $482K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
4.05K
+ 31.35%
$6.41 - $11.19 $25.9K - $45.3K
17K $151K
MNST
Monster Beverage Corp

Consumer Defensive
394
+ 5.46%
$55.01 - $64.24 $21.7K - $25.3K
7.61K $476K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.21%
$228.54 - $279.83 $1.14K - $1.4K
2.38K $667K
SPG
Simon Property Group Inc

Real Estate
361
+ 28.56%
$140.37 - $171.44 $50.7K - $61.9K
1.63K $261K
UPS
United Parcel Service Inc

Industrials
696
+ 31.45%
$91.92 - $110.2 $64K - $76.7K
2.91K $293K
EMTL
Spdr Doubleline Emerging Marke

ETFs
738
+ 0.37%
$41.99 - $43.17 $31K - $31.9K
199K $8.6M
USFD
Us Foods Holding Corp.

Consumer Defensive
26
+ 0.69%
$60.47 - $79.12 $1.57K - $2.06K
3.8K $292K
PNC
Pnc Financial Services Group, Inc.

Financial Services
89
+ 3.84%
$149.76 - $186.42 $13.3K - $16.6K
2.41K $449K
MCK
Mckesson Corp

Healthcare
4
+ 0.66%
$652.83 - $732.78 $2.61K - $2.93K
607 $444K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.34K
+ 10.34%
$12.23 - $15.46 $40.8K - $51.6K
35.6K $537K
LYG
Lloyds Banking Group PLC

Financial Services
7.04K
+ 34.57%
$3.32 - $4.29 $23.4K - $30.2K
27.4K $116K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
952
+ 25.08%
$99.37 - $134.05 $94.6K - $128K
4.75K $538K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
23
+ 0.36%
$35.46 - $44.91 $816 - $1.03K
6.41K $283K
ITW
Illinois Tool Works Inc

Industrials
141
+ 17.34%
$218.41 - $252.43 $30.8K - $35.6K
954 $235K
OXY
Occidental Petroleum Corp

Energy
1.56K
+ 35.23%
$36.11 - $49.33 $56.3K - $77K
5.99K $251K
NEE
Nextera Energy Inc

Utilities
551
+ 12.71%
$64.11 - $75.0 $35.3K - $41.3K
4.89K $339K
ELV
Elevance Health, Inc.

Healthcare
172
+ 22.99%
$372.27 - $452.69 $64K - $77.9K
920 $357K
VRSK
Verisk Analytics, Inc.

Industrials
70
+ 10.23%
$277.03 - $321.33 $19.4K - $22.5K
754 $234K
ABNB
Airbnb, Inc.

Consumer Cyclical
48
+ 2.65%
$105.69 - $140.64 $5.07K - $6.75K
1.86K $246K
TJX
Tjx Companies Inc

Consumer Cyclical
157
+ 2.77%
$119.13 - $135.03 $18.7K - $21.2K
5.83K $720K
XLF
Financial Sector Spdr

ETFs
181
+ 2.33%
$43.92 - $52.37 $7.95K - $9.48K
7.94K $415K
RDFN
Redfin Corp

Real Estate
800
+ 7.99%
$8.2 - $11.74 $6.56K - $9.39K
10.8K $120K
ABC
Amerisourcebergen Corp

Healthcare
143
+ 16.32%
N/A
1.02K $188K
CMA
Comerica Inc

Financial Services
402
+ 10.6%
$50.42 - $59.65 $20.3K - $24K
4.2K $250K
ROP
Roper Technologies Inc

Industrials
63
+ 12.86%
$519.19 - $590.78 $32.7K - $37.2K
553 $313K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.64K
+ 11.91%
$24.32 - $27.87 $39.9K - $45.7K
15.4K $408K
USB
Us Bancorp \De\

Financial Services
21
+ 0.3%
$36.4 - $45.76 $764 - $961
7.01K $317K
PHG
Koninklijke Philips Nv

Healthcare
1.52K
+ 14.22%
$21.67 - $25.64 $33K - $39K
12.2K $293K
MSI
Motorola Solutions, Inc.

Technology
66
+ 11.04%
$394.72 - $440.39 $26.1K - $29.1K
664 $279K
BDX
Becton Dickinson & CO

Healthcare
470
+ 42.3%
$165.15 - $226.42 $77.6K - $106K
1.58K $272K
TRV
Travelers Companies, Inc.

Financial Services
57
+ 6.98%
$233.83 - $276.34 $13.3K - $15.8K
874 $233K
WDAY
Workday, Inc.

Technology
27
+ 1.69%
$210.47 - $274.71 $5.68K - $7.42K
1.63K $390K
VLO
Valero Energy Corp

Energy
17
+ 0.31%
$104.69 - $141.77 $1.78K - $2.41K
5.56K $747K
O
Realty Income Corp

Real Estate
245
+ 6.61%
$52.27 - $58.52 $12.8K - $14.3K
3.95K $227K
CCI
Crown Castle International Corp

Real Estate
125
+ 6.32%
$94.83 - $107.06 $11.9K - $13.4K
2.1K $216K
MDT
Medtronic PLC

Healthcare
215
+ 5.07%
$80.68 - $88.86 $17.3K - $19.1K
4.45K $388K
TS
Tenaris Sa

Energy
465
+ 7.81%
$30.71 - $39.46 $14.3K - $18.3K
6.42K $240K
CLPR
Clipper Realty Inc.

Real Estate
1.59K
+ 8.1%
$3.48 - $4.2 $5.53K - $6.67K
21.2K $77K
JPHY
Jp Morgan High Yield Research

ETFs
5.8K
+ 5.95%
N/A
103K $0
Natwest Group PLC F Unsponsored Adr 1 Adr Reps 2 Ord Shs
1.44K
+ 11.59%
N/A
13.9K $0
Mitsubishi Heavy Inds F Unsponsored Adr 1 Adr Reps 2 Ord Shs
690
+ 5.54%
N/A
13.2K $0
IT
Gartner Inc

Technology
21
+ 4.05%
$377.5 - $449.52 $7.93K - $9.44K
539 $217K
Ge Vernova Inc
416
+ 40.55%
N/A
1.44K $0
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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