Pinnacle Wealth Planning Services, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $654 Million distributed in 399 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Investment Grade with a value of $106M, Energy Transfer LP with a value of $67.9M, Spdr Portfolio S&P 600 Small C with a value of $65.8M, Spdr Portfolio S&P 500 Value E with a value of $23.6M, and Spdr Portfolio Aggregate Bond with a value of $19.8M.
Examining the 13F form we can see an decrease of $694K in the current position value, from $655M to 654M.
Below you can find more details about Pinnacle Wealth Planning Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$654 Million
ETFs: $341 Million
Energy: $79 Million
Technology: $69.4 Million
Financial Services: $43.3 Million
Consumer Cyclical: $28.2 Million
Healthcare: $26.8 Million
Communication Services: $21.1 Million
Industrials: $19.2 Million
Other: $24.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
