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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
785
New
$179.95 - $278.88 $141K - $219K
785 $218K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.42K
New
$39.89 - $49.46 $176K - $218K
4.42K $218K
LHX
L3 Harris Technologies, Inc.

Industrials
869
New
$200.21 - $256.99 $174K - $223K
869 $217K
ALL
Allstate Corp

Financial Services
1.07K
New
$180.53 - $212.64 $194K - $228K
1.07K $216K
SLG
Sl Green Realty Corp

Real Estate
3.46K
New
$47.9 - $65.94 $166K - $228K
3.46K $214K
MSTR
Microstrategy Inc

Technology
528
New
$237.95 - $421.61 $126K - $223K
528 $213K
DVN
Devon Energy Corp

Energy
6.72K
New
$26.8 - $37.92 $180K - $255K
6.72K $213K
ITGR
Integer Holdings Corp

Healthcare
1.73K
New
$106.73 - $126.93 $184K - $219K
1.73K $212K
NDAQ
Nasdaq, Inc.

Financial Services
2.37K
New
$66.4 - $89.42 $158K - $212K
2.37K $212K
CBOE
Cboe Global Markets, Inc.

Financial Services
902
New
$205.81 - $234.23 $186K - $211K
902 $210K
ACIW
Aci Worldwide, Inc.

Technology
4.56K
New
$44.59 - $57.17 $203K - $261K
4.56K $209K
ETR
Entergy Corp

Utilities
2.52K
New
$79.01 - $86.61 $199K - $218K
2.52K $209K
IONS
Ionis Pharmaceuticals Inc

Healthcare
5.28K
New
$25.51 - $40.0 $135K - $211K
5.28K $208K
IX
Orix Corp

Financial Services
9.24K
New
$18.25 - $22.52 $169K - $208K
9.24K $208K
MT
Arcelor Mittal

Basic Materials
6.58K
New
$23.47 - $31.65 $154K - $208K
6.58K $207K
FYX
First Tr Small Cap Core Alphad

ETFs
2.12K
New
$79.22 - $97.28 $168K - $207K
2.12K $206K
NUE
Nucor Corp

Basic Materials
1.58K
New
$103.22 - $131.43 $163K - $207K
1.58K $204K
FCX
Freeport Mcmoran Inc

Basic Materials
4.67K
New
$29.15 - $44.46 $136K - $208K
4.67K $202K
RDN
Radian Group Inc

Financial Services
5.62K
New
$30.48 - $36.53 $171K - $205K
5.62K $202K
ECL
Ecolab Inc.

Basic Materials
746
New
$225.65 - $270.95 $168K - $202K
746 $201K
MD
Mednax, Inc.

Healthcare
12.7K
New
$12.0 - $15.17 $153K - $193K
12.7K $182K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.2K
New
$11.9 - $15.57 $134K - $175K
11.2K $172K
CHK
Chesapeake Energy Corp

Energy
2K
New
N/A
2K $171K
SHG
Shinhan Financial Group CO LTD

Financial Services
4.44K
New
N/A
4.44K $153K
DVAX
Dynavax Technologies Corp

Healthcare
12.8K
New
$9.4 - $12.87 $120K - $164K
12.8K $126K
LUMN
Lumen Technologies, Inc.

Communication Services
19.6K
New
$3.07 - $4.51 $60.2K - $88.4K
19.6K $85K
NWL
Newell Brands Inc.

Consumer Defensive
14.8K
New
$4.48 - $6.27 $66.3K - $92.8K
14.8K $79K
AHH
Armada Hoffler Properties, Inc.

Real Estate
11.2K
New
$6.37 - $7.42 $71.2K - $83K
11.2K $76K
NEOG
Neogen Corp

Healthcare
14.9K
New
$4.39 - $8.59 $65.6K - $128K
14.9K $71K
RC
Ready Capital Corp

Real Estate
15.8K
New
$4.13 - $5.15 $65K - $81.1K
15.8K $68K
LPL
Lg Display Co., Ltd.

Technology
16.5K
New
$2.56 - $3.57 $42.3K - $59K
16.5K $56K
MPW
Medical Properties Trust Inc

Real Estate
12.8K
New
$4.31 - $5.91 $55.2K - $75.7K
12.8K $55K
VRA
Vera Bradley, Inc.

Consumer Cyclical
11.6K
New
$1.77 - $2.58 $20.5K - $29.8K
11.6K $25K
Jbs N V F Class A
14.4K
New
N/A
14.4K $0
Coherent Corp
3.21K
New
N/A
3.21K $0
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
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