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

Pinnacle Wealth Planning Services, Inc.

  • $4.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-10.7K
- 24.5%
$406.35 - $454.46 $4.34M - $4.86M
32.9K $13.9M
NVDA
Nvidia Corp

Technology
-42.6K
- 31.24%
$117.0 - $148.88 $4.98M - $6.34M
93.6K $12.6M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-126K
- 3.16%
$25.35 - $25.53 $3.19M - $3.21M
3.86M $98.2M
AAPL
Apple Inc.

Technology
-19.4K
- 19.92%
$221.69 - $259.02 $4.29M - $5.01M
77.8K $19.5M
META
Meta Platforms, Inc.

Communication Services
-3.38K
- 24.34%
$554.08 - $632.68 $1.87M - $2.14M
10.5K $6.19M
MPC
Marathon Petroleum Corp

Energy
-9.45K
- 85.38%
$131.65 - $174.84 $1.24M - $1.65M
1.62K $225K
LLY
Eli Lilly & CO

Healthcare
-1.24K
- 28.3%
$727.2 - $932.06 $904K - $1.16M
3.15K $2.43M
UNH
Unitedhealth Group Inc

Healthcare
-1.93K
- 31.84%
$485.52 - $625.25 $938K - $1.21M
4.14K $2.09M
SHW
Sherwin Williams CO

Basic Materials
-2.89K
- 32.55%
$338.75 - $399.71 $980K - $1.16M
5.99K $2.04M
PG
Procter & Gamble CO

Consumer Defensive
-6.2K
- 28.47%
$161.05 - $179.7 $999K - $1.11M
15.6K $2.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.84K
- 17.24%
$442.29 - $483.08 $814K - $889K
8.83K $4M
JNJ
Johnson & Johnson

Healthcare
-4.62K
- 37.64%
$143.34 - $165.86 $662K - $766K
7.65K $1.11M
PEP
Pepsico Inc

Consumer Defensive
-3.82K
- 23.95%
$151.29 - $176.1 $577K - $672K
12.1K $1.84M
ABBV
Abb Vie Inc.

Healthcare
-2.99K
- 19.8%
$164.99 - $203.87 $492K - $609K
12.1K $2.15M
HD
Home Depot, Inc.

Consumer Cyclical
-1.85K
- 28.67%
$385.02 - $431.37 $714K - $800K
4.61K $1.79M
NVO
Novo Nordisk A S

Healthcare
-2.45K
- 14.67%
$85.0 - $120.04 $208K - $294K
14.3K $1.23M
GOOGL
Alphabet Inc.

Communication Services
-8.49K
- 23.3%
$161.86 - $196.66 $1.37M - $1.67M
27.9K $5.29M
MA
Mastercard Inc

Financial Services
-1.71K
- 32.74%
$491.3 - $536.15 $839K - $916K
3.51K $1.85M
GOOG
Alphabet Inc.

Communication Services
-6.38K
- 27.76%
$163.08 - $198.16 $1.04M - $1.26M
16.6K $3.16M
ASML
Asml Holding Nv

Technology
-503
- 21.47%
$658.43 - $872.27 $331K - $439K
1.84K $1.28M
AMZN
Amazon Com Inc

Consumer Cyclical
-11.5K
- 20.58%
$180.88 - $232.93 $2.08M - $2.68M
44.3K $9.73M
CMCSA
Comcast Corp

Communication Services
-13.8K
- 45.33%
$37.39 - $45.14 $516K - $623K
16.6K $624K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-729
- 28.96%
$501.29 - $612.85 $365K - $447K
1.79K $930K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.55K
- 14.24%
$288.47 - $316.54 $446K - $490K
9.32K $2.7M
ADBE
Adobe Inc.

Technology
-733
- 23.8%
$437.39 - $552.96 $321K - $405K
2.35K $1.04M
NEE
Nextera Energy Inc

Utilities
-5.86K
- 59.34%
$69.77 - $85.43 $409K - $500K
4.01K $287K
MRK
Merck & Co., Inc.

Healthcare
-3.21K
- 20.96%
$96.31 - $114.76 $309K - $368K
12.1K $1.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.73K
- 40.27%
$244.52 - $284.07 $424K - $492K
2.57K $634K
UBER
Uber Technologies, Inc

Technology
-5.06K
- 35.26%
$59.93 - $86.34 $303K - $437K
9.29K $560K
AMD
Advanced Micro Devices Inc

Technology
-893
- 9.57%
$118.88 - $172.8 $106K - $154K
8.44K $1.02M
CRM
Salesforce, Inc.

Technology
-2.36K
- 51.29%
$270.87 - $367.87 $638K - $867K
2.24K $748K
IBN
Icici Bank LTD

Financial Services
-16.6K
- 41.24%
$28.69 - $31.9 $476K - $530K
23.6K $706K
PFE
Pfizer Inc

Healthcare
-15.1K
- 50.72%
$24.8 - $30.19 $375K - $457K
14.7K $390K
DHR
Danaher Corp

Healthcare
-1.18K
- 29.09%
$226.16 - $274.52 $268K - $325K
2.88K $662K
IBM
International Business Machines Corp

Technology
-2.09K
- 38.63%
$204.9 - $238.04 $428K - $497K
3.32K $729K
PLD
Prologis, Inc.

Real Estate
-2.93K
- 43.7%
$101.4 - $126.96 $297K - $372K
3.78K $399K
LMT
Lockheed Martin Corp

Industrials
-512
- 37.48%
$479.66 - $614.62 $246K - $315K
854 $414K
KO
Coca Cola CO

Consumer Defensive
-3.08K
- 16.05%
$61.74 - $71.71 $190K - $221K
16.1K $1M
NDSN
Nordson Corp

Industrials
-105
- 1.61%
$208.83 - $264.36 $21.9K - $27.8K
6.4K $1.34M
UMC
United Microelectronics Corp

Technology
-36.2K
- 52.24%
$6.34 - $8.35 $230K - $303K
33.1K $214K
AVGO
Broadcom Inc.

Technology
-7.52K
- 32.36%
$159.67 - $250.0 $1.2M - $1.88M
15.7K $3.64M
DWM
Wisdomtree Tr

ETFs
-4.06K
- 12.99%
$52.54 - $57.11 $213K - $232K
27.2K $1.43M
GE
General Electric CO

Industrials
-1.46K
- 27.4%
$159.95 - $194.23 $234K - $284K
3.88K $646K
SPGI
S&P Global Inc.

Financial Services
-615
- 21.3%
$480.36 - $529.17 $295K - $325K
2.27K $1.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.4K
- 23.82%
$209.89 - $233.24 $293K - $326K
4.47K $949K
AMGN
Amgen Inc

Healthcare
-741
- 27.58%
$258.78 - $328.31 $192K - $243K
1.95K $507K
CB
Chubb LTD

Financial Services
-1.17K
- 39.64%
$271.57 - $301.89 $317K - $352K
1.78K $490K
ACN
Accenture PLC

Technology
-989
- 21.44%
$343.9 - $376.86 $340K - $373K
3.62K $1.27M
SHEL
Shell PLC

Energy
-4.86K
- 41.34%
$60.63 - $70.23 $295K - $342K
6.9K $432K
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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