Pinnacle Wealth Planning Services, Inc. New Holdings in Q4 2024

Pinnacle Wealth Planning Services, Inc.

  • $4.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CASH
Meta Financial Group Inc

Financial Services
50.8M
New
$64.22 - $84.86 $3.26B - $4.31B
50.8M $3.73B
BLK
Black Rock Inc.

Financial Services
900
New
$934.02 - $1065.26 $841K - $959K
900 $922K
BND
Vanguard Bd Index Fd Inc Total

ETFs
12K
New
$71.75 - $75.11 $864K - $905K
12K $866K
VB
Vanguard Small Cap ETF

ETFs
3.45K
New
$233.76 - $261.58 $806K - $902K
3.45K $828K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.88K
New
$81.68 - $82.93 $725K - $736K
8.88K $727K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.49K
New
$88.59 - $94.57 $664K - $709K
7.49K $665K
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.21K
New
$87.1 - $98.49 $628K - $710K
7.21K $629K
VO
Vanguard Mid Cap ETF

ETFs
2.32K
New
$261.5 - $284.63 $606K - $659K
2.32K $611K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.08K
New
$176.42 - $186.91 $544K - $576K
3.08K $549K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.3K
New
$58.88 - $64.8 $548K - $603K
9.3K $548K
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
New
$280.04 - $302.45 $521K - $563K
1.86K $539K
XLK
Technology Sector Spdr

ETFs
2.2K
New
$220.26 - $241.44 $485K - $532K
2.2K $512K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.38K
New
$229.85 - $335.91 $317K - $463K
1.38K $450K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.35K
New
$77.86 - $79.27 $417K - $424K
5.35K $417K
VV
Vanguard Large Cap ETF

ETFs
1.55K
New
$260.27 - $280.65 $402K - $434K
1.55K $416K
CLF
Cleveland Cliffs Inc.

Basic Materials
43.3K
New
$9.24 - $13.94 $400K - $604K
43.3K $407K
XLP
Consumer Staples Sector Spdr

ETFs
4.92K
New
N/A
4.92K $374K
VEU
Vanguard Ftse All World Ex Us

ETFs
6.53K
New
$57.29 - $63.1 $374K - $412K
6.53K $374K
XLF
Financial Sector Spdr

ETFs
7.41K
New
$44.89 - $51.34 $333K - $381K
7.41K $358K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.4K
New
$26.93 - $84.95 $334K - $1.05M
12.4K $338K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
541
New
$563.99 - $620.12 $305K - $335K
541 $308K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.09K
New
$91.94 - $100.02 $284K - $309K
3.09K $285K
ANSS
Ansys Inc

Technology
840
New
$313.05 - $361.45 $263K - $304K
840 $283K
DAL
Delta Air Lines, Inc.

Industrials
4.67K
New
$47.46 - $65.77 $222K - $307K
4.67K $282K
TOST
Toast, Inc.

Technology
7.67K
New
$27.43 - $43.54 $210K - $334K
7.67K $279K
LRCX
Lam Research Corp

Technology
3.7K
New
$70.05 - $814.09 $259K - $3.01M
3.7K $267K
IWN
Ishares Russell2000 Val ETF

ETFs
1.58K
New
$162.69 - $181.35 $256K - $286K
1.58K $258K
HDB
Hdfc Bank LTD

Financial Services
4.02K
New
$59.45 - $68.01 $239K - $274K
4.02K $256K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
6.13K
New
$37.81 - $38.94 $232K - $239K
6.13K $236K
JWN
Nordstrom Inc

Consumer Cyclical
9.44K
New
$21.42 - $24.9 $202K - $235K
9.44K $227K
BILL
Bill.Com Holdings, Inc.

Technology
2.56K
New
$51.23 - $97.41 $131K - $249K
2.56K $216K
PNR
Pentair PLC

Industrials
2.14K
New
$95.0 - $109.21 $204K - $234K
2.14K $215K
PLTR
Palantir Technologies Inc.

Technology
2.78K
New
$36.46 - $82.38 $101K - $229K
2.78K $209K
VIG
Vanguard Dividend Appreciation

ETFs
1.15K
New
N/A
1.15K $209K
LUV
Southwest Airlines CO

Industrials
6.13K
New
$28.99 - $34.84 $178K - $213K
6.13K $206K
SLV
I Shares Silver Trust

ETFs
7.77K
New
$26.33 - $31.74 $205K - $247K
7.77K $204K
FENC
Fennec Pharmaceuticals Inc.

Healthcare
15.4K
New
$3.99 - $6.37 $61.4K - $98K
15.4K $97K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
10.4K
New
$8.21 - $8.88 $85K - $92K
10.4K $85K
PLUG
Plug Power Inc

Industrials
28.1K
New
$1.87 - $2.67 $52.6K - $75.2K
28.1K $59K
CIG
Energy CO Of Minas Gerais

Utilities
10.1K
New
$1.77 - $2.07 $17.9K - $21K
10.1K $17K
TLLTF
Tilt Holdings Inc.
543K
New
$0.0 - $0.01 $0 - $5.43K
543K $5K
Grayscale Ethereum Tr Et
7.25K
New
N/A
7.25K $0
Metagenomi Inc
25.4K
New
N/A
25.4K $0
Mitsubishi Heavy Inds F Unsponsored Adr 1 Adr Reps 2 Ord Shs
12.3K
New
N/A
12.3K $0
Sei Select Intl Equity
10.8K
New
N/A
10.8K $0
Atlassian Corp Class A
977
New
N/A
977 $0
Innovtr Us Eqty 5 To 15 Buffer ETF
8.99K
New
N/A
8.99K $0
Activity Summary
Buys All Purchases 122 New Holdings 48 Increased Positions 74 Sells All Sells 250 Reductions 250 Sold out 0 Options Calls 0 Puts 0
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