Pinnacle Wealth Planning Services, Inc. New Holdings in Q2 2025

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
71.5K
New
$20.84 - $24.54 $1.49M - $1.75M
71.5K $1.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
58K
New
$19.6 - $24.44 $1.14M - $1.42M
58K $1.42M
FNDA
Schwab Fundamental U S Small C

ETFs
34.5K
New
$23.85 - $28.69 $824K - $991K
34.5K $989K
SCHA
Schwab Strategic Tr Us Small C

ETFs
31K
New
$20.42 - $25.3 $633K - $785K
31K $784K
FNDF
Schwab Fundamental Intl Large

ETFs
15.8K
New
$32.25 - $40.02 $510K - $633K
15.8K $633K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
955
New
$456.74 - $568.03 $436K - $542K
955 $542K
VEA
Vanguard Ftse Developed Market

ETFs
8.24K
New
$45.65 - $57.01 $376K - $470K
8.24K $469K
NGG
National Grid PLC

Utilities
5.29K
New
$62.74 - $74.79 $332K - $396K
5.29K $393K
STRL
Sterling Construction CO Inc

Industrials
1.61K
New
$104.96 - $231.51 $169K - $372K
1.61K $370K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.7K
New
$22.27 - $29.21 $282K - $370K
12.7K $369K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.3K
New
$17.76 - $22.1 $271K - $337K
15.3K $337K
IDCC
Inter Digital, Inc.

Communication Services
1.46K
New
$183.37 - $234.7 $267K - $341K
1.46K $326K
DLR
Digital Realty Trust, Inc.

Real Estate
1.82K
New
$136.11 - $177.69 $247K - $323K
1.82K $316K
CME
Cme Group Inc.

Financial Services
1.11K
New
$252.37 - $290.71 $280K - $322K
1.11K $305K
UL
Unilever PLC

Consumer Defensive
4.99K
New
$57.9 - $65.43 $289K - $327K
4.99K $305K
BMI
Badger Meter Inc

Technology
1.24K
New
$170.72 - $254.17 $211K - $314K
1.24K $302K
SMTC
Semtech Corp

Technology
6.68K
New
$24.34 - $45.62 $163K - $305K
6.68K $301K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.99K
New
$35.77 - $42.27 $250K - $295K
6.99K $295K
CRWD
Crowd Strike Holdings, Inc.

Technology
565
New
$321.63 - $509.31 $182K - $288K
565 $287K
JBL
Jabil Inc

Technology
1.31K
New
$116.88 - $218.1 $153K - $285K
1.31K $285K
SCCO
Southern Copper Corp

Basic Materials
2.71K
New
$75.63 - $104.64 $205K - $284K
2.71K $274K
MARA
Marathon Digital Holdings, Inc.

Financial Services
12.2K
New
N/A
12.2K $274K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.16K
New
$109.83 - $131.67 $238K - $285K
2.16K $274K
IDXX
Idexx Laboratories Inc

Healthcare
509
New
$361.04 - $536.34 $184K - $273K
509 $272K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.7K
New
$18.94 - $21.67 $240K - $274K
12.7K $267K
CORT
Corcept Therapeutics Inc

Healthcare
3.63K
New
$62.24 - $91.93 $226K - $334K
3.63K $266K
SYF
Synchrony Financial

Financial Services
3.99K
New
$43.81 - $66.74 $175K - $266K
3.99K $266K
PAYX
Paychex Inc

Industrials
1.78K
New
$137.01 - $159.78 $244K - $284K
1.78K $258K
MTZ
Mastec Inc

Industrials
1.49K
New
$106.07 - $171.99 $158K - $257K
1.49K $254K
TTWO
Take Two Interactive Software Inc

Communication Services
1.03K
New
$194.58 - $243.05 $200K - $250K
1.03K $249K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
11.5K
New
$14.1 - $22.95 $162K - $263K
11.5K $247K
MMSI
Merit Medical Systems Inc

Healthcare
2.64K
New
$88.48 - $107.04 $233K - $282K
2.64K $246K
VMC
Vulcan Materials CO

Basic Materials
940
New
$226.49 - $276.01 $213K - $259K
940 $245K
PODD
Insulet Corp

Healthcare
777
New
$238.57 - $327.47 $185K - $254K
777 $244K
AMT
American Tower Corp

Real Estate
1.1K
New
$203.96 - $228.19 $225K - $251K
1.1K $243K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.08K
New
$60.8 - $79.02 $187K - $244K
3.08K $241K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.43K
New
$90.17 - $103.07 $219K - $250K
2.43K $241K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.26K
New
$19.5 - $30.4 $161K - $251K
8.26K $241K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.15K
New
$160.22 - $209.35 $183K - $240K
1.15K $239K
DUK
Duke Energy Corp

Utilities
2.02K
New
$112.46 - $124.05 $227K - $250K
2.02K $238K
FN
Fabrinet

Technology
797
New
$171.03 - $298.93 $136K - $238K
797 $234K
HSIC
Henry Schein Inc

Healthcare
3.21K
New
$62.7 - $73.66 $201K - $236K
3.21K $234K
HUBB
Hubbell Inc

Industrials
568
New
$315.94 - $408.41 $179K - $232K
568 $231K
FICO
Fair Isaac Corp

Technology
124
New
$1503.62 - $2206.01 $186K - $274K
124 $226K
GVA
Granite Construction Inc

Industrials
2.41K
New
$71.89 - $93.51 $173K - $225K
2.41K $225K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.03K
New
$23.55 - $27.67 $189K - $222K
8.03K $222K
WSFS
Wsfs Financial Corp

Financial Services
4.04K
New
$45.9 - $55.54 $185K - $224K
4.04K $222K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.59K
New
$51.16 - $62.02 $184K - $223K
3.59K $222K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.74K
New
$27.82 - $46.45 $132K - $220K
4.74K $220K
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
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email