Pinnacle Wealth Planning Services, Inc. Sells in Q2 2025

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-648
- 6.6%
$483.48 - $539.8 $313K - $350K
9.17K $4.45M
PEP
Pepsico Inc

Consumer Defensive
-2.11K
- 16.63%
$128.02 - $151.37 $270K - $319K
10.6K $1.4M
PG
Procter & Gamble CO

Consumer Defensive
-979
- 6.12%
$157.66 - $172.39 $154K - $169K
15K $2.39M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.54K
- 47.49%
$83.97 - $92.85 $297K - $329K
3.92K $345K
AMGN
Amgen Inc

Healthcare
-755
- 37.03%
$262.28 - $309.85 $198K - $234K
1.28K $358K
MUB
Ishares National Muni Bond ETF

ETFs
-2.46K
- 37.02%
$102.31 - $105.8 $252K - $261K
4.19K $437K
XOM
Exxon Mobil Corp

Energy
-57
- 0.25%
$99.93 - $119.04 $5.7K - $6.79K
22.8K $2.46M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-622
- 14.05%
$212.1 - $244.27 $132K - $152K
3.81K $831K
MCD
Mcdonalds Corp

Consumer Cyclical
-158
- 1.68%
$285.55 - $321.23 $45.1K - $50.8K
9.23K $2.7M
HYG
Ishares Tr

ETFs
-3.1K
- 22.04%
$75.75 - $80.65 $235K - $250K
11K $884K
TGT
Target Corp

Consumer Defensive
-1.92K
- 37.9%
$88.76 - $105.77 $170K - $203K
3.14K $309K
ADBE
Adobe Inc.

Technology
-503
- 22.44%
$340.0 - $420.68 $171K - $212K
1.74K $672K
CSX
Csx Corp

Industrials
-6.79K
- 30.35%
$26.69 - $32.91 $181K - $223K
15.6K $508K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-218
- 20.07%
$421.16 - $509.5 $91.8K - $111K
868 $386K
ADI
Analog Devices Inc

Technology
-979
- 36.43%
$164.6 - $238.02 $161K - $233K
1.71K $406K
PLD
Prologis, Inc.

Real Estate
-909
- 18.13%
$89.76 - $112.34 $81.6K - $102K
4.11K $431K
RACE
Ferrari N.V.

Consumer Cyclical
-490
- 27.39%
$397.86 - $499.02 $195K - $245K
1.3K $637K
PGR
Progressive Corp

Financial Services
-203
- 5.2%
$255.27 - $288.74 $51.8K - $58.6K
3.7K $988K
ZTS
Zoetis Inc.

Healthcare
-471
- 11.62%
$144.41 - $170.3 $68K - $80.2K
3.58K $558K
PUK
Prudential PLC

Financial Services
-6.72K
- 38.96%
$18.03 - $25.49 $121K - $171K
10.5K $263K
SHEL
Shell PLC

Energy
-1.16K
- 16.26%
$59.75 - $73.05 $69.5K - $85K
6K $422K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.01K
- 25.03%
$55.13 - $75.25 $55.8K - $76.2K
3.03K $208K
AME
Ametek Inc

Industrials
-571
- 29.55%
$151.41 - $182.75 $86.5K - $104K
1.36K $246K
TPL
Texas Pacific Land Corp

Energy
-18
- 7.69%
$1036.28 - $1430.55 $18.7K - $25.7K
216 $228K
PSX
Phillips 66

Energy
-472
- 9.08%
$92.87 - $125.73 $43.8K - $59.3K
4.73K $564K
VZ
Verizon Communications Inc

Communication Services
-923
- 5.28%
$41.67 - $45.62 $38.5K - $42.1K
16.5K $715K
IBN
Icici Bank LTD

Financial Services
-3.73K
- 15.53%
$30.16 - $34.39 $113K - $128K
20.3K $683K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-14
- 2.86%
$483.07 - $625.6 $6.76K - $8.76K
475 $249K
CPRT
Copart Inc

Consumer Cyclical
-80
- 1.18%
$47.72 - $63.84 $3.82K - $5.11K
6.71K $329K
WIT
Wipro LTD

Technology
-16.8K
- 15.26%
$2.7 - $3.09 $45.4K - $52K
93.4K $282K
UNP
Union Pacific Corp

Industrials
-158
- 6.58%
$208.27 - $238.46 $32.9K - $37.7K
2.24K $516K
LMT
Lockheed Martin Corp

Industrials
-137
- 15.53%
$430.82 - $486.45 $59K - $66.6K
745 $345K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-2K
- 11.81%
$39.94 - $44.64 $79.9K - $89.3K
14.9K $666K
EEM
Ishares Msci Emerging Markets

ETFs
-2.75K
- 14.5%
$38.52 - $48.28 $106K - $133K
16.2K $781K
CNQ
Canadian Natural Resources LTD

Energy
-1.61K
- 17.34%
$25.14 - $34.01 $40.6K - $54.9K
7.69K $241K
LOW
Lowes Companies Inc

Consumer Cyclical
-49
- 1.88%
$210.83 - $235.28 $10.3K - $11.5K
2.56K $567K
AIG
American International Group, Inc.

Financial Services
-414
- 11.8%
$77.56 - $87.72 $32.1K - $36.3K
3.09K $264K
UMC
United Microelectronics Corp

Technology
-7.26K
- 22.0%
$6.12 - $8.32 $44.4K - $60.4K
25.8K $197K
WF
Woori Financial Group Inc.

Financial Services
-3.66K
- 41.74%
$30.46 - $49.73 $111K - $182K
5.11K $254K
WM
Waste Management Inc

Industrials
-141
- 7.49%
$216.47 - $242.1 $30.5K - $34.1K
1.74K $398K
V
Visa Inc.

Financial Services
-244
- 2.02%
$308.27 - $373.31 $75.2K - $91.1K
11.8K $4.2M
BA
Boeing CO

Industrials
-989
- 21.83%
$136.59 - $217.51 $135K - $215K
3.54K $742K
FDX
Fedex Corp

Industrials
-43
- 3.91%
$198.07 - $245.17 $8.52K - $10.5K
1.06K $240K
CB
Chubb LTD

Financial Services
-20
- 1.11%
$274.32 - $302.46 $5.49K - $6.05K
1.79K $518K
YUM
Yum Brands Inc

Consumer Cyclical
-19
- 0.75%
$138.36 - $161.45 $2.63K - $3.07K
2.51K $371K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-3.7K
- 21.54%
$5.61 - $6.49 $20.7K - $24K
13.5K $81K
FISV
Fiserv Inc

Technology
-202
- 13.46%
N/A
1.3K $162K
ACGL
Arch Capital Group Ltd.

Financial Services
-55
- 1.63%
$84.99 - $96.82 $4.67K - $5.33K
3.32K $301K
MFC
Manulife Financial Corp

Financial Services
-934
- 10.33%
$26.93 - $32.44 $25.2K - $30.3K
8.11K $259K
Activity Summary
Buys All Purchases 306 New Holdings 86 Increased Positions 220 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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