Pinnacle Wealth Planning Services, Inc. New Holdings in Q3 2025

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
4.44K
New
$171.0 - $196.23 $760K - $872K
4.44K $872K
HDV
Ishares Core High Dividend ETF

ETFs
7.01K
New
$118.16 - $123.66 $829K - $867K
7.01K $858K
STE
Steris PLC

Healthcare
3.42K
New
$221.21 - $252.43 $756K - $862K
3.42K $845K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.1K
New
$50.47 - $50.74 $510K - $513K
10.1K $512K
STX
Seagate Technology Holdings PLC

Technology
2.05K
New
$142.01 - $236.06 $291K - $484K
2.05K $483K
TFC
Truist Financial Corp

Financial Services
8.99K
New
$42.83 - $47.07 $385K - $423K
8.99K $411K
AON
Aon PLC

Financial Services
1.05K
New
$350.91 - $375.27 $369K - $395K
1.05K $375K
WDC
Western Digital Corp

Technology
3.11K
New
$63.84 - $120.06 $199K - $373K
3.11K $373K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.7K
New
$30.67 - $32.13 $329K - $344K
10.7K $339K
FE
Firstenergy Corp

Utilities
7.38K
New
$39.76 - $45.82 $293K - $338K
7.38K $338K
PNR
Pentair PLC

Industrials
2.87K
New
$100.62 - $112.59 $288K - $323K
2.87K $317K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.82K
New
$60.99 - $64.39 $294K - $311K
4.82K $310K
BMY
Bristol Myers Squibb CO

Healthcare
6.62K
New
$43.31 - $48.98 $287K - $324K
6.62K $298K
BWA
Borgwarner Inc

Consumer Cyclical
6.77K
New
$34.53 - $44.44 $234K - $301K
6.77K $297K
HPE
Hewlett Packard Enterprise CO

Technology
11.8K
New
$19.81 - $25.24 $233K - $297K
11.8K $289K
U
Unity Software Inc.

Technology
7.19K
New
$24.01 - $46.53 $173K - $334K
7.19K $287K
HPQ
Hp Inc

Technology
9.7K
New
$24.45 - $29.35 $237K - $285K
9.7K $263K
KEY
Keycorp

Financial Services
13.2K
New
$17.37 - $19.39 $230K - $257K
13.2K $247K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.5K
New
$143.56 - $174.06 $216K - $262K
1.5K $245K
IBP
Installed Building Products, Inc.

Consumer Cyclical
994
New
$184.09 - $279.47 $183K - $278K
994 $245K
RMBS
Rambus Inc

Technology
2.27K
New
$62.85 - $107.38 $143K - $244K
2.27K $236K
SOFI
So Fi Technologies, Inc.

Financial Services
8.89K
New
$17.64 - $29.81 $157K - $265K
8.89K $234K
DDOG
Datadog, Inc.

Technology
1.64K
New
$124.52 - $155.15 $204K - $254K
1.64K $233K
FHN
First Horizon Corp

Financial Services
10.3K
New
$21.16 - $23.23 $217K - $239K
10.3K $232K
WWW
Wolverine World Wide Inc

Consumer Cyclical
8.46K
New
$18.93 - $32.4 $160K - $274K
8.46K $232K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.08K
New
$171.01 - $228.24 $185K - $246K
1.08K $230K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.03K
New
$55.61 - $57.37 $224K - $231K
4.03K $230K
WAL
Western Alliance Bancorporation

Financial Services
2.63K
New
$76.33 - $91.49 $201K - $241K
2.63K $228K
CRC
California Resources Corp

Energy
4.25K
New
$46.11 - $57.82 $196K - $245K
4.25K $225K
COOP
Mr. Cooper Group Inc.

Financial Services
1.05K
New
$143.29 - $220.9 $150K - $232K
1.05K $221K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.68K
New
$105.93 - $131.8 $178K - $222K
1.68K $221K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.24K
New
$86.92 - $99.32 $195K - $223K
2.24K $219K
ELAN
Elanco Animal Health Inc

Healthcare
10.7K
New
$13.68 - $20.14 $146K - $216K
10.7K $215K
UAL
United Airlines Holdings, Inc.

Industrials
2.23K
New
$80.05 - $109.36 $178K - $243K
2.23K $214K
NFG
National Fuel Gas CO

Energy
2.31K
New
$82.19 - $93.72 $190K - $216K
2.31K $213K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.32K
New
$36.93 - $40.55 $196K - $216K
5.32K $213K
FFIV
F5, Inc.

Technology
662
New
$290.76 - $334.59 $192K - $221K
662 $213K
AX
Axos Financial, Inc.

Financial Services
2.48K
New
$78.32 - $92.31 $194K - $229K
2.48K $209K
AYI
Acuity Brands Inc

Industrials
602
New
$287.07 - $344.52 $173K - $207K
602 $207K
APP
App Lovin Corp

Technology
288
New
$335.1 - $718.54 $96.5K - $207K
288 $206K
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.8K
New
$52.92 - $78.28 $148K - $219K
2.8K $205K
MLM
Martin Marietta Materials Inc

Basic Materials
323
New
$546.36 - $631.12 $176K - $204K
323 $203K
XLV
Select Sector Spdr Fund Health

ETFs
1.45K
New
$129.01 - $139.72 $187K - $203K
1.45K $202K
CFG
Citizens Financial Group Inc

Financial Services
3.79K
New
$46.1 - $53.65 $175K - $203K
3.79K $201K
MNRO
Monro, Inc.

Consumer Cyclical
10.3K
New
$13.07 - $18.68 $134K - $192K
10.3K $184K
AAL
American Airlines Group Inc.

Industrials
16.7K
New
N/A
16.7K $184K
HL
Hecla Mining CO

Basic Materials
10.1K
New
$5.59 - $12.1 $56.3K - $122K
10.1K $121K
HLN
Haleon PLC

Healthcare
10.4K
New
$8.72 - $10.35 $90.5K - $107K
10.4K $93K
PTEN
Patterson Uti Energy Inc

Energy
16.1K
New
$5.18 - $6.6 $83.6K - $107K
16.1K $83K
Activity Summary
Buys All Purchases 257 New Holdings 61 Increased Positions 196 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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