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
YUM
Yum Brands Inc

Consumer Cyclical
-197
- 7.19%
$130.36 - $139.54 $25.7K - $27.5K
2.54K $341K
BCS
Barclays PLC

Financial Services
-8.23K
- 13.76%
$11.65 - $13.67 $95.8K - $112K
51.5K $685K
KMI
Kinder Morgan, Inc.

Energy
-6.05K
- 25.45%
$22.59 - $28.54 $137K - $173K
17.7K $485K
T
At&T Inc.

Communication Services
-3.02K
- 7.55%
$21.22 - $23.88 $64.1K - $72.1K
37K $842K
CVNA
Carvana Co.

Consumer Cyclical
-453
- 23.94%
$175.8 - $260.8 $79.6K - $118K
1.44K $292K
ARGX
Argenx Se

Healthcare
-116
- 23.43%
$520.52 - $638.33 $60.4K - $74K
379 $233K
BX
Blackstone Inc.

Financial Services
-440
- 20.22%
$148.45 - $199.05 $65.3K - $87.6K
1.74K $299K
RJF
Raymond James Financial Inc

Financial Services
-660
- 31.26%
$123.0 - $170.1 $81.2K - $112K
1.45K $225K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-631
- 29.15%
$173.13 - $258.09 $109K - $163K
1.53K $353K
CPNG
Coupang, Inc.

Consumer Cyclical
-151
- 1.46%
$21.98 - $26.89 $3.32K - $4.06K
10.2K $223K
SE
Sea LTD

Consumer Cyclical
-859
- 15.76%
$93.56 - $117.41 $80.4K - $101K
4.59K $486K
GWW
W.W. Grainger, Inc.

Industrials
-35
- 5.73%
$1023.06 - $1220.93 $35.8K - $42.7K
576 $607K
LUMN
Lumen Technologies, Inc.

Communication Services
-559
- 4.41%
$5.31 - $10.12 $2.97K - $5.66K
12.1K $64K
SB
Safe Bulkers, Inc.

Industrials
-1.09K
- 9.37%
$3.48 - $5.15 $3.78K - $5.59K
10.5K $37K
FTNT
Fortinet, Inc.

Technology
-886
- 24.66%
$76.49 - $99.21 $67.8K - $87.9K
2.71K $255K
CBRE
Cbre Group, Inc.

Real Estate
-279
- 12.04%
$119.22 - $140.71 $33.3K - $39.3K
2.04K $267K
TPL
Texas Pacific Land Corp

Energy
-79
- 26.25%
$915.49 - $1730.0 $72.3K - $137K
222 $245K
WETF
Wisdom Tree Investments, Inc.

Financial Services
-3.56K
- 9.98%
N/A
32.1K $175K
BAC
Bank Of America Corp

Financial Services
-4.03K
- 10.65%
$39.22 - $47.77 $158K - $192K
33.8K $1.48M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-943
- 10.46%
$77.25 - $91.3 $72.8K - $86.1K
8.07K $688K
OKE
Oneok Inc

Energy
-364
- 14.33%
$92.28 - $117.05 $33.6K - $42.6K
2.18K $218K
AROC
Archrock, Inc.

Energy
-3.19K
- 22.16%
$19.92 - $26.66 $63.5K - $84.9K
11.2K $278K
WMT
Walmart Inc.

Consumer Defensive
-2.83K
- 11.14%
$79.1 - $95.7 $224K - $271K
22.6K $2.04M
RGA
Reinsurance Group Of America Inc

Financial Services
-5
- 0.5%
$201.26 - $231.95 $1.01K - $1.16K
993 $212K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-26
- 15.66%
$4100.99 - $5300.34 $107K - $138K
140 $695K
TS
Tenaris Sa

Energy
-1.19K
- 16.22%
$31.3 - $39.08 $37.2K - $46.5K
6.15K $232K
Thomson Reuters Corp F
-995
- 44.12%
N/A
1.26K $0
Gsk PLC Adr F Sponsored Adr 1 Adr Reps 2 Ord Shs
-2.05K
- 19.2%
N/A
8.63K $0
Natwest Group PLC F Unsponsored Adr 1 Adr Reps 2 Ord Shs
-485
- 4.21%
N/A
11K $0
Canadian Pacific Kansa F
-1.7K
- 13.86%
N/A
10.5K $0
Ge Vernova Inc
-332
- 24.79%
N/A
1.01K $0
Linde PLC F
-1.02K
- 30.36%
N/A
2.33K $0
DFS
Discover Financial Services

Financial Services
-266
- 17.67%
$136.3 - $182.67 $36.3K - $48.6K
1.24K $214K
SKYW
Skywest Inc

Industrials
-338
- 13.09%
$83.51 - $115.11 $28.2K - $38.9K
2.24K $224K
SAP
Sap Se

Technology
-428
- 6.67%
$218.13 - $255.54 $93.4K - $109K
5.99K $1.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-65
- 2.69%
$178.39 - $215.0 $11.6K - $14K
2.35K $452K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.87K
- 1.98%
$66.77 - $71.52 $192K - $206K
142K $9.8M
V
Visa Inc.

Financial Services
-1.72K
- 12.61%
$273.87 - $320.91 $472K - $553K
11.9K $3.78M
FFIV
F5, Inc.

Technology
-81
- 5.97%
$213.56 - $263.36 $17.3K - $21.3K
1.28K $320K
EVR
Evercore Inc.

Financial Services
-3
- 0.28%
$247.66 - $315.67 $743 - $947
1.06K $293K
MAR
Marriott International Inc

Consumer Cyclical
-49
- 3.87%
$246.06 - $292.59 $12.1K - $14.3K
1.22K $339K
GM
General Motors CO

Consumer Cyclical
-847
- 8.99%
$44.82 - $60.2 $38K - $51K
8.58K $456K
MS
Morgan Stanley

Financial Services
-299
- 7.96%
$104.42 - $134.99 $31.2K - $40.4K
3.46K $434K
NFLX
Netflix Inc

Communication Services
-556
- 18.58%
$687.65 - $936.56 $382K - $521K
2.44K $2.17M
MRVL
Marvell Technology, Inc.

Technology
-187
- 5.4%
$70.31 - $124.78 $13.1K - $23.3K
3.28K $361K
WFC
Wells Fargo & Company

Financial Services
-288
- 1.9%
$54.98 - $77.35 $15.8K - $22.3K
14.9K $1.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-84
- 0.82%
$370.24 - $418.94 $31.1K - $35.2K
10.2K $4.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.38K
- 18.56%
$213.65 - $479.86 $723K - $1.62M
14.8K $5.99M
ET
Energy Transfer LP

Energy
-449K
- 10.48%
$16.05 - $19.86 $7.2M - $8.91M
3.83M $75.1M
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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