Pinnacle Wealth Planning Services, Inc. New Holdings in Q1 2025

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
16.9K
New
$41.74 - $43.57 $707K - $738K
16.9K $713K
PUK
Prudential PLC

Financial Services
17.2K
New
$14.54 - $21.92 $251K - $378K
17.2K $370K
EQT
Eqt Corp

Energy
6.31K
New
$46.16 - $54.25 $291K - $342K
6.31K $336K
CNQ
Canadian Natural Resources LTD

Energy
9.3K
New
$26.72 - $32.74 $249K - $305K
9.3K $286K
DOW
Dow Inc.

Basic Materials
7.94K
New
$34.36 - $41.92 $273K - $333K
7.94K $277K
AEP
American Electric Power CO Inc

Utilities
2.41K
New
$90.32 - $109.27 $217K - $263K
2.41K $262K
NVS
Novartis Ag

Healthcare
2.18K
New
$97.14 - $115.57 $212K - $252K
2.18K $243K
MELI
Mercadolibre Inc

Consumer Cyclical
124
New
$1739.0 - $2260.0 $216K - $280K
124 $241K
TTE
Total Energies Se

Energy
3.49K
New
N/A
3.49K $239K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.59K
New
$47.74 - $65.16 $171K - $234K
3.59K $228K
CMA
Comerica Inc

Financial Services
3.79K
New
$56.11 - $68.38 $213K - $259K
3.79K $224K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
6.81K
New
$32.13 - $33.82 $219K - $230K
6.81K $220K
OXY
Occidental Petroleum Corp

Energy
4.43K
New
$45.45 - $52.7 $201K - $233K
4.43K $218K
TRV
Travelers Companies, Inc.

Financial Services
817
New
$232.43 - $265.13 $190K - $217K
817 $216K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.81K
New
$119.38 - $161.42 $217K - $293K
1.81K $216K
FXI
Ishares Tr

ETFs
6.01K
New
$28.65 - $38.55 $172K - $232K
6.01K $215K
O
Realty Income Corp

Real Estate
3.71K
New
$51.67 - $58.49 $192K - $217K
3.71K $215K
SU
Suncor Energy Inc

Energy
5.55K
New
$34.27 - $40.63 $190K - $225K
5.55K $214K
CCL
Carnival Corp

Consumer Cyclical
10.9K
New
$19.08 - $28.49 $208K - $311K
10.9K $213K
AZO
Autozone Inc

Consumer Cyclical
55
New
$3193.96 - $3828.11 $176K - $211K
55 $209K
KR
Kroger CO

Consumer Defensive
3.07K
New
$58.36 - $67.72 $179K - $208K
3.07K $207K
RSG
Republic Services, Inc.

Industrials
856
New
$200.09 - $242.16 $171K - $207K
856 $207K
CCI
Crown Castle International Corp

Real Estate
1.98K
New
$84.33 - $106.39 $167K - $210K
1.98K $206K
XLV
Select Sector Spdr Fund Health

ETFs
1.41K
New
$137.61 - $149.68 $194K - $211K
1.41K $205K
MU
Micron Technology Inc

Technology
2.35K
New
$86.89 - $109.38 $204K - $257K
2.35K $204K
VRSK
Verisk Analytics, Inc.

Industrials
684
New
$268.63 - $301.33 $184K - $206K
684 $203K
ITW
Illinois Tool Works Inc

Industrials
813
New
$244.9 - $274.48 $199K - $223K
813 $201K
PARA
Paramount Global

Communication Services
15.8K
New
$10.16 - $12.14 $160K - $192K
15.8K $188K
NU
Nu Holdings Ltd.

Financial Services
16.3K
New
$10.12 - $13.95 $165K - $227K
16.3K $166K
ABC
Amerisourcebergen Corp

Healthcare
876
New
N/A
876 $162K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.9K
New
$10.61 - $16.49 $126K - $196K
11.9K $148K
ELAN
Elanco Animal Health Inc

Healthcare
11K
New
$10.04 - $12.47 $110K - $137K
11K $115K
BGS
B&G Foods, Inc.

Consumer Defensive
10.4K
New
$5.62 - $7.87 $58.6K - $82.1K
10.4K $71K
BBD
Bank Bradesco

Financial Services
10.8K
New
$1.85 - $2.32 $20.1K - $25.2K
10.8K $24K
Ft Vest Us Eqt Modrt Bfr ETF
7.93K
New
N/A
7.93K $0
Ge Healthcare Technologi
2.48K
New
N/A
2.48K $0
Annaly Capital Mgmt Reit
14.4K
New
N/A
14.4K $0
Tss Inc Del
18.2K
New
N/A
18.2K $0
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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