Pinnacle Wealth Planning Services, Inc. Portfolio Holdings

Pinnacle Wealth Planning Services, Inc.

  • $4.39 Billion
  • Q4 2024

Pinnacle Wealth Planning Services, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.39 Billion distributed in 390 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Financial Group Inc with a value of $3.73B, Vaneck ETF Tr Investment Grade with a value of $98.2M, Energy Transfer LP with a value of $75.1M, Spdr Portfolio S&P 600 Small C with a value of $67.9M, and Spdr Portfolio S&P 500 Value E with a value of $22.9M.

Examining the 13F form we can see an increase of $3.66B in the current position value, from $733M to 4.39B.

Below you can find more details about Pinnacle Wealth Planning Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.39 Billion
Financial Services: $3.78 Billion
ETFs: $334 Million
Energy: $83.6 Million
Technology: $77.4 Million
Consumer Cyclical: $30 Million
Healthcare: $24.3 Million
Communication Services: $21.2 Million
Industrials: $18.7 Million
Other: $21.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32B
$3.73 Billion 85.08% of portfolio
50,761,060
Q4 2024 New
$61.6B
$75.1 Million 1.71% of portfolio
3,832,257
Q4 2024 Reduced 10.48%
$3.95T
$19.5 Million 0.44% of portfolio
77,820
Q4 2024 Reduced 19.92%
$3.1T
$13.9 Million 0.32% of portfolio
32,930
Q4 2024 Reduced 24.5%
$349B
$12.6 Million 0.29% of portfolio
93,643
Q4 2024 Reduced 31.24%
$2.27T
$9.73 Million 0.22% of portfolio
44,329
Q4 2024 Reduced 20.58%
$1.12T
$5.99 Million 0.14% of portfolio
14,836
Q4 2024 Reduced 18.56%
$1.56T
$6.19 Million 0.14% of portfolio
10,499
Q4 2024 Reduced 24.34%
$1.1T
$5.29 Million 0.12% of portfolio
27,939
Q4 2024 Reduced 23.3%
$573B
$3.78 Million 0.09% of portfolio
11,948
Q4 2024 Reduced 12.61%
$627B
$4 Million 0.09% of portfolio
8,830
Q4 2024 Reduced 17.24%
$91.8B
$3.64 Million 0.08% of portfolio
15,720
Q4 2024 Reduced 32.36%
$783B
$3.59 Million 0.08% of portfolio
14,964
Q4 2024 Reduced 16.18%
$1.14T
$3.16 Million 0.07% of portfolio
16,594
Q4 2024 Reduced 27.76%
$830B
$2.43 Million 0.06% of portfolio
3,149
Q4 2024 Reduced 28.3%
$223B
$2.7 Million 0.06% of portfolio
9,316
Q4 2024 Reduced 14.24%
$264B
$2.04 Million 0.05% of portfolio
22,573
Q4 2024 Reduced 11.14%
$1.04T
$2.27 Million 0.05% of portfolio
11,500
Q4 2024 Reduced 23.19%
$90.7B
$2.04 Million 0.05% of portfolio
5,992
Q4 2024 Reduced 32.55%
$355B
$2.15 Million 0.05% of portfolio
12,088
Q4 2024 Reduced 19.8%
$68.4B
$2.26 Million 0.05% of portfolio
7,968
Q4 2024 Reduced 5.46%
$467B
$2.29 Million 0.05% of portfolio
21,294
Q4 2024 Reduced 25.24%
$456B
$2.17 Million 0.05% of portfolio
2,437
Q4 2024 Reduced 18.58%
$470B
$2.09 Million 0.05% of portfolio
4,135
Q4 2024 Reduced 31.84%
$537B
$1.85 Million 0.04% of portfolio
3,509
Q4 2024 Reduced 32.74%
$205B
$1.84 Million 0.04% of portfolio
12,120
Q4 2024 Reduced 23.95%
$404B
$1.79 Million 0.04% of portfolio
4,613
Q4 2024 Reduced 28.67%
$458B
$1.87 Million 0.04% of portfolio
2,038
Q4 2024 Reduced 8.9%
$233B
$1.11 Million 0.03% of portfolio
9,806
Q4 2024 Reduced 12.36%
$222B
$1.2 Million 0.03% of portfolio
12,108
Q4 2024 Reduced 20.96%
$242B
$1.27 Million 0.03% of portfolio
3,623
Q4 2024 Reduced 21.44%
$0
$1.36 Million 0.03% of portfolio
62,500
Q1 2024 Reduced 84.45%
$337B
$1.47 Million 0.03% of portfolio
5,987
Q4 2024 Reduced 6.67%
$174B
$1.13 Million 0.03% of portfolio
2,272
Q4 2024 Reduced 21.3%
$12.5B
$1.34 Million 0.03% of portfolio
6,399
Q4 2024 Reduced 1.61%
$163B
$1.1 Million 0.03% of portfolio
1,752
Q4 2024 Reduced 20.97%
$189B
$1.23 Million 0.03% of portfolio
14,260
Q4 2024 Reduced 14.67%
$417B
$1.11 Million 0.03% of portfolio
7,651
Q4 2024 Reduced 37.64%
$295B
$1.28 Million 0.03% of portfolio
1,840
Q4 2024 Reduced 21.47%
$231B
$1.28 Million 0.03% of portfolio
19,492
Q4 2024 Reduced 1.32%
$364B
$1.48 Million 0.03% of portfolio
33,778
Q4 2024 Reduced 10.65%
$475B
$1.51 Million 0.03% of portfolio
9,057
Q4 2024 Reduced 13.27%
$219B
$773,000 0.02% of portfolio
1,350
Q4 2024 Reduced 25.0%
$151B
$662,000 0.02% of portfolio
2,884
Q4 2024 Reduced 29.09%
$68.2B
$742,000 0.02% of portfolio
23,012
Q4 2024 Added 41.83%
$184B
$738,000 0.02% of portfolio
6,385
Q4 2024 Reduced 25.81%
$318B
$748,000 0.02% of portfolio
2,238
Q4 2024 Reduced 51.29%
$157B
$944,000 0.02% of portfolio
3,942
Q4 2024 Reduced 21.85%
$92.8B
$745,000 0.02% of portfolio
1,754
Q4 2024 Reduced 23.71%

Summary

  • Portfolio
  • No. of Stocks 390
  • Current Value $4.39 Billion
  • Prior Value $733 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 48 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 250 stocks
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