Pinnacle Wealth Planning Services, Inc. New Holdings in Q3 2024

Pinnacle Wealth Planning Services, Inc.

  • $733 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SE
Sea LTD

Consumer Cyclical
5.45K
New
$59.94 - $94.83 $327K - $517K
5.45K $513K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
841
New
$475.2 - $527.7 $400K - $444K
841 $443K
BDX
Becton Dickinson & CO

Healthcare
1.67K
New
$221.47 - $242.41 $371K - $406K
1.67K $403K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.03K
New
$72.18 - $107.33 $218K - $325K
3.03K $321K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.7K
New
$51.02 - $52.74 $291K - $301K
5.7K $300K
CBRE
Cbre Group, Inc.

Real Estate
2.32K
New
$85.97 - $124.48 $199K - $289K
2.32K $288K
IWV
Ishares Russell 3000 ETF

ETFs
865
New
$294.75 - $326.73 $255K - $283K
865 $282K
MT
Arcelor Mittal

Basic Materials
10.4K
New
$21.09 - $26.26 $218K - $272K
10.4K $271K
ALLE
Allegion PLC

Industrials
1.79K
New
$114.67 - $145.7 $205K - $260K
1.79K $260K
CHKP
Check Point Software Technologies LTD

Technology
1.35K
New
$165.0 - $195.47 $222K - $263K
1.35K $259K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.96K
New
$47.28 - $62.24 $187K - $246K
3.96K $242K
LPX
Louisiana Pacific Corp

Industrials
2.25K
New
$80.06 - $107.45 $180K - $242K
2.25K $241K
YJUN
First Tr Exchange Traded Fd Vi
10.6K
New
$21.48 - $23.09 $227K - $244K
10.6K $241K
VRT
Vertiv Holdings CO

Industrials
2.78K
New
$86.66 - $86.66 $241K - $241K
2.78K $240K
BXP
Boston Properties Inc

Real Estate
2.96K
New
$60.3 - $82.49 $179K - $244K
2.96K $238K
SBAC
Sba Communications Corp

Real Estate
984
New
$189.0 - $245.01 $186K - $241K
984 $236K
NVR
Nvr Inc

Consumer Cyclical
24
New
$7421.51 - $9811.8 $178K - $235K
24 $235K
ATI
Allegheny Technologies Inc

Industrials
3.52K
New
$54.26 - $67.71 $191K - $239K
3.52K $235K
GL
Globe Life Inc.

Financial Services
2.21K
New
$80.92 - $109.6 $178K - $242K
2.21K $233K
EXP
Eagle Materials Inc

Basic Materials
804
New
$212.39 - $292.18 $171K - $235K
804 $231K
ATR
Aptargroup, Inc.

Healthcare
1.44K
New
$138.54 - $160.11 $200K - $231K
1.44K $231K
FTDR
Frontdoor, Inc.

Consumer Cyclical
4.78K
New
$33.01 - $48.88 $158K - $234K
4.78K $229K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.72K
New
$50.06 - $62.82 $186K - $234K
3.72K $228K
FE
Firstenergy Corp

Utilities
5.1K
New
$38.25 - $44.54 $195K - $227K
5.1K $226K
UL
Unilever PLC

Consumer Defensive
3.47K
New
$54.7 - $65.59 $190K - $228K
3.47K $225K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
530
New
$386.81 - $423.12 $205K - $224K
530 $224K
PAYX
Paychex Inc

Industrials
1.66K
New
$116.17 - $135.19 $192K - $224K
1.66K $222K
SLG
Sl Green Realty Corp

Real Estate
3.19K
New
$54.99 - $72.21 $175K - $230K
3.19K $222K
MSCI
Msci Inc.

Financial Services
380
New
$479.31 - $584.91 $182K - $222K
380 $221K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.24K
New
$154.72 - $185.62 $192K - $230K
1.24K $220K
LAMR
Lamar Advertising CO

Real Estate
1.64K
New
$110.9 - $135.58 $182K - $223K
1.64K $219K
EQT
Eqt Corp

Energy
5.95K
New
$30.21 - $37.21 $180K - $222K
5.95K $218K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.36K
New
$53.72 - $65.35 $180K - $219K
3.36K $217K
NRG
Nrg Energy, Inc.

Utilities
2.37K
New
$68.89 - $91.22 $163K - $216K
2.37K $216K
BMY
Bristol Myers Squibb CO

Healthcare
4.17K
New
$39.66 - $51.75 $165K - $216K
4.17K $215K
ECL
Ecolab Inc.

Basic Materials
836
New
$228.86 - $255.76 $191K - $214K
836 $213K
DFS
Discover Financial Services

Financial Services
1.51K
New
$123.41 - $144.72 $186K - $218K
1.51K $211K
FYX
First Tr Small Cap Core Alphad

ETFs
2.12K
New
$89.32 - $100.62 $190K - $214K
2.12K $211K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.11K
New
$61.11 - $67.85 $190K - $211K
3.11K $210K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.37K
New
$41.9 - $48.26 $183K - $211K
4.37K $209K
AIT
Applied Industrial Technologies Inc

Industrials
937
New
$183.8 - $224.77 $172K - $211K
937 $209K
MSTR
Microstrategy Inc

Technology
1.24K
New
$114.3 - $1800.09 $142K - $2.24M
1.24K $209K
A
Agilent Technologies, Inc.

Healthcare
1.4K
New
$125.42 - $148.48 $176K - $208K
1.4K $208K
DUOL
Duolingo, Inc.

Technology
732
New
$158.85 - $287.54 $116K - $210K
732 $206K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.07K
New
$162.45 - $195.17 $174K - $209K
1.07K $204K
DUK
Duke Energy Corp

Utilities
1.76K
New
$99.35 - $117.71 $175K - $207K
1.76K $203K
CNC
Centene Corp

Healthcare
2.66K
New
$64.89 - $80.23 $173K - $213K
2.66K $200K
WETF
Wisdom Tree Investments, Inc.

Financial Services
35.7K
New
N/A
35.7K $194K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
24.8K
New
$6.3 - $6.99 $156K - $173K
24.8K $163K
Activity Summary
Buys All Purchases 202 New Holdings 64 Increased Positions 138 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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