Pinnacle Wealth Planning Services, Inc. Reduced Holdings in Q1 2025

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
-178K
- 4.63%
$17.26 - $21.08 $3.07M - $3.74M
3.65M $67.9M
IWM
Ishares Russell 2000 ETF

ETFs
-6.91K
- 34.18%
$198.1 - $229.79 $1.37M - $1.59M
13.3K $2.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-23.2K
- 28.89%
$74.85 - $84.89 $1.74M - $1.97M
57.2K $4.67M
SPYG
Spdr Portfolio

ETFs
-468
- 0.27%
$80.05 - $92.39 $37.5K - $43.2K
171K $13.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-4.56K
- 61.77%
$185.78 - $198.58 $846K - $905K
2.82K $537K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-311
- 3.06%
$360.07 - $417.26 $112K - $130K
9.86K $3.56M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-11K
- 49.11%
$41.51 - $44.56 $458K - $491K
11.4K $479K
IVV
Ishares Core S&P 500 ETF

ETFs
-353
- 4.22%
$554.06 - $615.85 $196K - $217K
8K $4.5M
ORCL
Oracle Corp

Technology
-1.24K
- 13.69%
$139.81 - $186.47 $173K - $231K
7.82K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.35K
- 50.58%
$92.45 - $106.69 $310K - $358K
3.28K $304K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-771
- 33.05%
$302.31 - $337.54 $233K - $260K
1.56K $479K
NOW
Service Now, Inc.

Technology
-5
- 0.62%
$783.83 - $1170.39 $3.92K - $5.85K
798 $635K
ADBE
Adobe Inc.

Technology
-105
- 4.47%
$377.84 - $464.11 $39.7K - $48.7K
2.24K $859K
DWM
Wisdomtree Tr

ETFs
-5.15K
- 18.95%
$52.19 - $59.86 $269K - $308K
22K $1.28M
ACN
Accenture PLC

Technology
-3
- 0.08%
$300.91 - $398.25 $903 - $1.19K
3.62K $1.13M
AMAT
Applied Materials Inc

Technology
-472
- 11.64%
$145.06 - $195.51 $68.5K - $92.3K
3.58K $519K
SQ
Block, Inc.

Technology
-28
- 0.65%
$54.04 - $92.95 $1.51K - $2.6K
4.28K $244K
RDY
Dr Reddys Laboratories LTD

Healthcare
-2.66K
- 9.96%
$12.53 - $15.81 $33.4K - $42.1K
24.1K $317K
AXP
American Express CO

Financial Services
-72
- 2.56%
$255.39 - $325.87 $18.4K - $23.5K
2.74K $737K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-27
- 0.29%
$47.79 - $59.89 $1.29K - $1.62K
9.13K $458K
NSC
Norfolk Southern Corp

Industrials
-397
- 23.83%
$227.69 - $259.76 $90.4K - $103K
1.27K $300K
CSX
Csx Corp

Industrials
-643
- 2.79%
$29.11 - $33.67 $18.7K - $21.6K
22.4K $658K
INFY
Infosys LTD

Technology
-761
- 4.21%
$18.06 - $22.89 $13.7K - $17.4K
17.3K $315K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.14%
$4295.4 - $5141.88 $12.9K - $15.4K
137 $631K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.54K
- 3.4%
$95.85 - $99.25 $148K - $153K
43.8K $4.33M
ONL
Orion Office Reit Inc.

Real Estate
-6.74K
- 24.57%
$2.14 - $4.15 $14.4K - $28K
20.7K $44K
HON
Honeywell International Inc

Industrials
-120
- 5.61%
$202.75 - $226.52 $24.3K - $27.2K
2.02K $427K
HDB
Hdfc Bank LTD

Financial Services
-989
- 24.59%
$58.06 - $66.85 $57.4K - $66.1K
3.03K $201K
APH
Amphenol Corp

Technology
-404
- 5.6%
$61.62 - $78.55 $24.9K - $31.7K
6.81K $446K
EQIX
Equinix Inc

Real Estate
-1
- 0.24%
$803.0 - $959.97 $803 - $960
421 $343K
WIT
Wipro LTD

Technology
-339
- 0.31%
$3.0 - $3.77 $1.02K - $1.28K
110K $337K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-35
- 2.76%
$254.58 - $302.92 $8.91K - $10.6K
1.24K $315K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 0.89%
$497.6 - $606.74 $7.96K - $9.71K
1.77K $881K
PRU
Prudential Financial Inc

Financial Services
-126
- 2.53%
$105.04 - $122.33 $13.2K - $15.4K
4.86K $542K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-27
- 1.15%
$168.84 - $202.89 $4.56K - $5.48K
2.32K $407K
FDX
Fedex Corp

Industrials
-6
- 0.54%
$230.33 - $281.53 $1.38K - $1.69K
1.1K $268K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-17
- 1.11%
$203.38 - $274.79 $3.46K - $4.67K
1.52K $311K
CMCSA
Comcast Corp

Communication Services
-815
- 4.9%
$33.19 - $38.23 $27K - $31.2K
15.8K $584K
IT
Gartner Inc

Technology
-4
- 0.77%
$418.25 - $548.38 $1.67K - $2.19K
518 $217K
ROK
Rockwell Automation, Inc

Industrials
-22
- 2.35%
$255.29 - $303.75 $5.62K - $6.68K
915 $236K
HBAN
Huntington Bancshares Inc

Financial Services
-3
- 0.01%
$14.28 - $17.39 $42.8 - $52.2
23K $344K
IWN
Ishares Russell2000 Val ETF

ETFs
-20
- 1.27%
$149.27 - $169.4 $2.99K - $3.39K
1.56K $234K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-2.54K
- 16.36%
$10.47 - $10.92 $26.6K - $27.8K
13K $139K
PLUG
Plug Power Inc

Industrials
-117
- 0.42%
$1.34 - $3.15 $157 - $369
28K $37K
CLPR
Clipper Realty Inc.

Real Estate
-1.29K
- 6.17%
$3.7 - $4.9 $4.77K - $6.32K
19.6K $75K
XLP
Consumer Staples Sector Spdr

ETFs
-206
- 4.19%
N/A
4.72K $358K
MET
Metlife Inc

Financial Services
-76
- 1.23%
$77.7 - $87.0 $5.91K - $6.61K
6.11K $490K
ARGX
Argenx Se

Healthcare
-9
- 2.37%
$571.0 - $671.75 $5.14K - $6.05K
370 $218K
PCEF
Invesco Cef Income Composite E

ETFs
-310
- 1.77%
$18.8 - $19.89 $5.83K - $6.17K
17.2K $324K
Activity Summary
Buys All Purchases 300 New Holdings 39 Increased Positions 261 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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