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
APH
Amphenol Corp

Technology
-2.5K
- 36.74%
$59.09 - $98.75 $148K - $247K
4.31K $425K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.06K
- 14.4%
$58.52 - $71.7 $62.1K - $76.1K
6.31K $433K
GM
General Motors CO

Consumer Cyclical
-815
- 9.33%
$42.48 - $50.46 $34.6K - $41.1K
7.92K $389K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-89
- 5.68%
$146.74 - $176.07 $13.1K - $15.7K
1.48K $239K
NSC
Norfolk Southern Corp

Industrials
-174
- 13.71%
$206.34 - $257.46 $35.9K - $44.8K
1.1K $280K
WETF
Wisdom Tree Investments, Inc.

Financial Services
-3.5K
- 10.86%
N/A
28.7K $156K
CMI
Cummins Inc

Industrials
-110
- 9.38%
$267.12 - $336.65 $29.4K - $37K
1.06K $348K
MCO
Moodys Corp

Financial Services
-93
- 12.2%
$396.7 - $501.59 $36.9K - $46.6K
669 $335K
INFY
Infosys LTD

Technology
-1.27K
- 7.31%
$16.14 - $18.75 $20.4K - $23.7K
16K $297K
GL
Globe Life Inc.

Financial Services
-7
- 0.33%
$113.29 - $133.09 $793 - $932
2.14K $265K
HD
Home Depot, Inc.

Consumer Cyclical
-44
- 0.9%
$335.24 - $380.78 $14.8K - $16.8K
4.86K $1.78M
RY
Royal Bank Of Canada

Financial Services
-433
- 18.7%
$108.36 - $131.55 $46.9K - $57K
1.88K $247K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-122
- 2.51%
$63.54 - $68.5 $7.75K - $8.36K
4.74K $319K
BR
Broadridge Financial Solutions, Inc.

Technology
-43
- 3.33%
$217.22 - $246.25 $9.34K - $10.6K
1.25K $303K
SQ
Block, Inc.

Technology
-105
- 2.46%
N/A
4.17K $238K
WFC
Wells Fargo & Company

Financial Services
-1.78K
- 10.85%
$60.98 - $80.12 $109K - $143K
14.6K $1.17M
VIG
Vanguard Dividend Appreciation

ETFs
-28
- 1.81%
N/A
1.52K $277K
F
Ford Motor CO

Consumer Cyclical
-2.42K
- 9.44%
$8.69 - $10.85 $21K - $26.3K
23.2K $252K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-381
- 1.24%
$10.79 - $14.14 $4.11K - $5.39K
30.4K $416K
SNN
Smith & Nephew PLC

Healthcare
-643
- 8.0%
$24.97 - $30.63 $16.1K - $19.7K
7.4K $226K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
-57
- 0.47%
$8.4 - $8.8 $479 - $502
12.1K $105K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-335
- 2.58%
$9.86 - $10.92 $3.3K - $3.66K
12.7K $138K
Annaly Capital Mgmt Reit
-154
- 1.07%
N/A
14.2K $0
Canadian Pacific Kansa F
-1.04K
- 9.43%
N/A
10K $0
Innovtr Us Eqty 5 To 15 Buffer ETF
-449
- 5.21%
N/A
8.16K $0
Sei Select Intl Equity
-2.6K
- 24.32%
N/A
8.08K $0
KGC
Kinross Gold Corp

Basic Materials
-5.27K
- 19.05%
$11.79 - $15.85 $62.2K - $83.6K
22.4K $350K
NMR
Nomura Holdings Inc

Financial Services
-2.07K
- 6.06%
$4.95 - $6.6 $10.2K - $13.7K
32.1K $211K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-354
- 5.93%
$35.8 - $41.07 $12.7K - $14.5K
5.62K $230K
DHI
Horton D R Inc

Consumer Cyclical
-23
- 0.91%
$115.1 - $129.63 $2.65K - $2.98K
2.51K $323K
RJF
Raymond James Financial Inc

Financial Services
-125
- 8.31%
$123.65 - $153.88 $15.5K - $19.2K
1.38K $211K
PLUG
Plug Power Inc

Industrials
-356
- 1.27%
$0.7 - $1.49 $249 - $530
27.7K $41K
IVE
Ishares S&P 500 Value ETF

ETFs
-37
- 1.31%
$168.34 - $195.42 $6.23K - $7.23K
2.78K $543K
MAR
Marriott International Inc

Consumer Cyclical
-140
- 11.12%
$211.12 - $274.14 $29.6K - $38.4K
1.12K $305K
MMM
3 M CO

Industrials
-10
- 0.55%
$126.09 - $154.15 $1.26K - $1.54K
1.82K $277K
FITB
Fifth Third Bancorp

Financial Services
-363
- 2.95%
$33.32 - $41.51 $12.1K - $15.1K
11.9K $490K
ANSS
Ansys Inc

Technology
-52
- 6.11%
$284.19 - $351.22 $14.8K - $18.3K
799 $280K
RDY
Dr Reddys Laboratories LTD

Healthcare
-1.99K
- 8.26%
$12.36 - $16.17 $24.6K - $32.2K
22.1K $332K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-2
- 0.02%
$10.8 - $16.92 $21.6 - $33.8
11.9K $163K
MPC
Marathon Petroleum Corp

Energy
-77
- 4.62%
$118.55 - $170.08 $9.13K - $13.1K
1.59K $264K
DAL
Delta Air Lines, Inc.

Industrials
-36
- 0.76%
$35.88 - $52.99 $1.29K - $1.91K
4.7K $231K
IAU
Ishares Gold Trust

ETFs
-41
- 0.5%
$56.1 - $64.74 $2.3K - $2.65K
8.14K $507K
EHC
Encompass Health Corp

Healthcare
-243
- 9.36%
$96.12 - $122.63 $23.4K - $29.8K
2.35K $288K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-55
- 1.76%
$152.42 - $182.82 $8.38K - $10.1K
3.07K $560K
MA
Mastercard Inc

Financial Services
-28
- 0.78%
$479.92 - $590.74 $13.4K - $16.5K
3.56K $2M
NU
Nu Holdings Ltd.

Financial Services
-797
- 4.9%
$9.6 - $13.72 $7.65K - $10.9K
15.5K $212K
IVW
Ishares S&P 500 Growth ETF

ETFs
-92
- 2.81%
$82.96 - $110.1 $7.63K - $10.1K
3.19K $350K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-11
- 0.7%
$272.36 - $339.57 $3K - $3.74K
1.55K $526K
TME
Tencent Music Entertainment Group

Communication Services
-499
- 4.33%
$11.97 - $19.49 $5.97K - $9.73K
11K $214K
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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