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
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-3.83K
- 44.71%
$110.69 - $154.48 $423K - $591K
4.73K $601K
PGR
Progressive Corp

Financial Services
-1.1K
- 21.85%
$239.6 - $268.88 $264K - $296K
3.94K $944K
RACE
Ferrari N.V.

Consumer Cyclical
-545
- 23.71%
$422.83 - $490.34 $230K - $267K
1.75K $745K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.57K
- 1.7%
$38.37 - $42.82 $60.3K - $67.3K
90.7K $3.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.47K
- 23.19%
$172.07 - $207.36 $597K - $720K
11.5K $2.27M
CVX
Chevron Corp

Energy
-2.12K
- 26.88%
$141.15 - $162.53 $299K - $344K
5.76K $834K
CAT
Caterpillar Inc

Industrials
-615
- 17.88%
$360.37 - $416.88 $222K - $256K
2.83K $1.02M
URI
United Rentals, Inc.

Industrials
-321
- 37.24%
$704.44 - $880.32 $226K - $283K
541 $381K
HON
Honeywell International Inc

Industrials
-1.72K
- 44.63%
$202.84 - $236.0 $349K - $407K
2.14K $482K
ADI
Analog Devices Inc

Technology
-1.16K
- 30.45%
$206.35 - $236.48 $240K - $275K
2.66K $564K
DHI
Horton D R Inc

Consumer Cyclical
-992
- 29.01%
$137.24 - $194.56 $136K - $193K
2.43K $339K
CI
Cigna Corp

Healthcare
-702
- 44.21%
$265.59 - $358.58 $186K - $252K
886 $244K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-137
- 22.39%
$701.85 - $1046.91 $96.2K - $143K
475 $338K
RTX
Raytheon Technologies Corp

Industrials
-2.22K
- 25.81%
$114.45 - $127.21 $254K - $283K
6.39K $738K
EMR
Emerson Electric CO

Industrials
-3.12K
- 53.05%
$108.13 - $134.33 $337K - $419K
2.76K $342K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.24K
- 38.82%
$49.78 - $66.55 $161K - $215K
5.1K $255K
ELV
Elevance Health, Inc.

Healthcare
-343
- 32.7%
$365.96 - $514.62 $126K - $177K
706 $260K
INTU
Intuit Inc

Technology
-465
- 20.97%
$602.01 - $706.25 $280K - $328K
1.75K $1.1M
TXN
Texas Instruments Inc

Technology
-1.39K
- 37.85%
N/A
2.29K $445K
ORCL
Oracle Corp

Technology
-1.39K
- 13.27%
$165.41 - $192.43 $229K - $267K
9.06K $1.51M
AZN
Astrazeneca PLC

Healthcare
-260
- 1.32%
$63.2 - $79.58 $16.4K - $20.7K
19.5K $1.28M
PM
Philip Morris International Inc.

Consumer Defensive
-2.08K
- 21.49%
$118.38 - $133.06 $246K - $277K
7.59K $913K
DE
Deere & CO

Industrials
-633
- 40.76%
$389.45 - $466.0 $247K - $295K
920 $389K
AXP
American Express CO

Financial Services
-1.22K
- 30.22%
$267.35 - $305.57 $326K - $372K
2.81K $834K
PEG
Public Service Enterprise Group Inc

Utilities
-2.66K
- 41.86%
$81.87 - $94.51 $217K - $251K
3.69K $311K
VZ
Verizon Communications Inc

Communication Services
-3.86K
- 18.96%
$39.6 - $45.21 $153K - $174K
16.5K $659K
WF
Woori Financial Group Inc.

Financial Services
-5.98K
- 40.99%
$31.21 - $37.04 $187K - $221K
8.6K $268K
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.33K
- 40.93%
$75.95 - $88.05 $177K - $205K
3.36K $256K
INFY
Infosys LTD

Technology
-11K
- 37.85%
$20.71 - $23.42 $228K - $258K
18.1K $396K
UNP
Union Pacific Corp

Industrials
-861
- 29.02%
$223.15 - $249.32 $192K - $215K
2.11K $480K
APH
Amphenol Corp

Technology
-4.28K
- 37.24%
$62.07 - $75.35 $266K - $322K
7.21K $500K
AMAT
Applied Materials Inc

Technology
-436
- 9.71%
$161.44 - $213.89 $70.4K - $93.3K
4.05K $659K
ADP
Automatic Data Processing Inc

Industrials
-968
- 38.69%
$280.08 - $307.97 $271K - $298K
1.53K $449K
BHP
Bhp Group LTD

Basic Materials
-2.84K
- 38.04%
$48.78 - $62.43 $138K - $177K
4.62K $225K
SO
Southern CO

Utilities
-2.07K
- 26.06%
$81.5 - $94.15 $169K - $195K
5.87K $482K
ZTS
Zoetis Inc.

Healthcare
-539
- 12.17%
$162.24 - $194.42 $87.4K - $105K
3.89K $633K
CEG
Constellation Energy Corp

Utilities
-639
- 25.45%
$224.28 - $285.52 $143K - $182K
1.87K $421K
TT
Trane Technologies PLC

Industrials
-547
- 39.44%
$369.35 - $419.14 $202K - $229K
840 $310K
NKE
Nike, Inc.

Consumer Cyclical
-1.97K
- 33.45%
$73.36 - $89.13 $144K - $175K
3.91K $296K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-242
- 0.53%
$96.64 - $101.23 $23.4K - $24.5K
45.3K $4.39M
KLAC
Kla Corp

Technology
-184
- 25.56%
$614.46 - $829.55 $113K - $153K
536 $337K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.98K
- 26.84%
$112.15 - $127.2 $222K - $252K
5.4K $652K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2K
- 30.84%
$59.25 - $72.99 $118K - $146K
4.48K $267K
QCOM
Qualcomm Inc

Technology
-574
- 7.81%
$150.4 - $178.04 $86.3K - $102K
6.77K $1.04M
KB
Kb Financial Group Inc.

Financial Services
-2.78K
- 39.99%
$56.9 - $72.19 $158K - $200K
4.16K $236K
ICE
Intercontinental Exchange, Inc.

Financial Services
-856
- 17.28%
$148.29 - $166.93 $127K - $143K
4.1K $610K
AON
Aon PLC

Financial Services
-574
- 35.9%
$344.14 - $393.31 $198K - $226K
1.03K $368K
EQIX
Equinix Inc

Real Estate
-231
- 35.38%
$865.69 - $985.0 $200K - $228K
422 $397K
CTAS
Cintas Corp

Industrials
-671
- 26.21%
$182.7 - $226.47 $123K - $152K
1.89K $345K
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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