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
INTC
Intel Corp

Technology
-799
- 3.13%
$19.07 - $26.23 $15.2K - $21K
24.7K $494K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
-2.72K
- 29.95%
$35.81 - $39.43 $97.3K - $107K
6.36K $232K
GRMN
Garmin LTD

Technology
-737
- 42.75%
$161.91 - $220.77 $119K - $163K
987 $203K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-14.3K
- 31.99%
$9.95 - $12.23 $143K - $175K
30.5K $357K
BK
Bank Of New York Mellon Corp

Financial Services
-1.78K
- 23.54%
$70.82 - $81.87 $126K - $145K
5.77K $443K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-74
- 6.71%
$396.64 - $516.74 $29.4K - $38.2K
1.03K $414K
FANG
Diamondback Energy, Inc.

Energy
-486
- 25.06%
$153.06 - $199.5 $74.4K - $97K
1.45K $238K
SAN
Banco Santander, S.A.

Financial Services
-13K
- 19.11%
$4.49 - $5.05 $58.5K - $65.8K
55.2K $251K
SNY
Sanofi

Healthcare
-116
- 1.22%
$45.89 - $57.31 $5.32K - $6.65K
9.42K $454K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-7.21K
- 34.43%
$9.98 - $11.7 $71.9K - $84.3K
13.7K $137K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-12K
- 48.63%
$7.03 - $8.43 $84.6K - $101K
12.7K $95K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-12.4K
- 42.1%
$6.08 - $6.83 $75.6K - $84.9K
17.1K $111K
MET
Metlife Inc

Financial Services
-1.07K
- 14.69%
$78.15 - $88.25 $83.2K - $94K
6.19K $506K
ACGL
Arch Capital Group Ltd.

Financial Services
-259
- 7.65%
$88.71 - $114.86 $23K - $29.7K
3.13K $288K
NG
Novagold Resources Inc

Basic Materials
-17.8K
- 49.6%
$3.27 - $4.2 $58.3K - $74.8K
18.1K $60K
UBS
Ubs Group Ag

Financial Services
-2.62K
- 21.48%
$29.78 - $33.08 $78.1K - $86.8K
9.59K $290K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-15.3K
- 43.13%
$5.54 - $7.18 $84.7K - $110K
20.2K $119K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-323
- 3.34%
$60.13 - $67.31 $19.4K - $21.7K
9.35K $568K
ADPT
Adaptive Biotechnologies Corp

Healthcare
-18.9K
- 56.91%
$4.37 - $6.78 $82.7K - $128K
14.3K $85K
RELX
Relx PLC

Communication Services
-1.41K
- 13.69%
$44.45 - $48.63 $62.5K - $68.4K
8.87K $402K
ALC
Alcon Inc

Healthcare
-358
- 9.85%
$83.87 - $99.15 $30K - $35.5K
3.28K $278K
F
Ford Motor CO

Consumer Cyclical
-6.44K
- 20.4%
$9.69 - $11.4 $62.4K - $73.4K
25.1K $248K
COP
Conocophillips

Energy
-161
- 1.5%
$95.12 - $114.72 $15.3K - $18.5K
10.6K $1.05M
ONL
Orion Office Reit Inc.

Real Estate
-18K
- 39.66%
$3.68 - $4.32 $66.4K - $77.9K
27.4K $101K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-471
- 21.13%
$229.83 - $258.46 $108K - $122K
1.76K $434K
ADSK
Autodesk, Inc.

Technology
-322
- 22.64%
N/A
1.1K $270K
AMP
Ameriprise Financial Inc

Financial Services
-261
- 27.07%
$473.15 - $574.01 $123K - $150K
703 $374K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-237
- 14.83%
$176.4 - $231.84 $41.8K - $54.9K
1.36K $240K
PRU
Prudential Financial Inc

Financial Services
-531
- 9.62%
$114.59 - $129.52 $60.8K - $68.8K
4.99K $591K
WMB
Williams Companies, Inc.

Energy
-2.38K
- 36.17%
$46.37 - $59.74 $110K - $142K
4.2K $227K
MMM
3 M CO

Industrials
-443
- 20.19%
$124.74 - $137.12 $55.3K - $60.7K
1.75K $226K
ONTO
Onto Innovation Inc.

Technology
-92
- 6.77%
$158.54 - $225.02 $14.6K - $20.7K
1.27K $211K
DIS
Walt Disney CO

Communication Services
-1.52K
- 23.2%
$92.39 - $117.6 $140K - $178K
5.02K $558K
MCK
Mckesson Corp

Healthcare
-227
- 27.75%
$482.27 - $628.5 $109K - $143K
591 $336K
STE
Steris PLC

Healthcare
-76
- 5.45%
$204.34 - $235.7 $15.5K - $17.9K
1.32K $270K
ROK
Rockwell Automation, Inc

Industrials
-302
- 24.37%
$264.65 - $302.92 $79.9K - $91.5K
937 $267K
HPQ
Hp Inc

Technology
-1.19K
- 15.35%
$32.46 - $39.3 $38.7K - $46.8K
6.58K $214K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-135
- 20.9%
$473.11 - $555.48 $63.9K - $75K
511 $256K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-2.32K
- 18.01%
$13.9 - $17.11 $32.2K - $39.7K
10.6K $151K
CSCO
Cisco Systems, Inc.

Technology
-3.05K
- 15.12%
$52.45 - $60.02 $160K - $183K
17.1K $1.01M
USB
Us Bancorp \De\

Financial Services
-1.57K
- 18.71%
$43.98 - $53.66 $69.2K - $84.5K
6.84K $327K
MNST
Monster Beverage Corp

Consumer Defensive
-1.03K
- 12.26%
$49.24 - $56.38 $50.6K - $57.9K
7.35K $386K
CDNS
Cadence Design Systems Inc

Technology
-317
- 20.77%
$249.1 - $324.54 $79K - $103K
1.21K $363K
SPG
Simon Property Group Inc

Real Estate
-318
- 20.5%
$167.23 - $183.84 $53.2K - $58.5K
1.23K $212K
SHOP
Shopify Inc.

Technology
-1.32K
- 36.75%
$78.14 - $119.49 $103K - $158K
2.27K $241K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-8.26K
- 20.82%
$12.27 - $15.41 $101K - $127K
31.4K $455K
CX
Cemex Sab De Cv

Basic Materials
-5.87K
- 28.52%
$5.17 - $6.16 $30.4K - $36.2K
14.7K $82K
EMB
Ishares Tr

ETFs
-268
- 6.91%
$88.94 - $93.46 $23.8K - $25K
3.61K $321K
COF
Capital One Financial Corp

Financial Services
-554
- 28.04%
$145.19 - $192.01 $80.4K - $106K
1.42K $253K
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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