Pinnacle Wealth Planning Services, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $733 Million distributed in 532 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 $101M, Energy Transfer LP with a value of $68.7M, Spdr Portfolio S&P 600 Small C with a value of $68.6M, Spdr Portfolio S&P 500 Value E with a value of $23.7M, and Apple Inc. with a value of $22.6M.
Examining the 13F form we can see an increase of $40.1M in the current position value, from $693M to 733M.
Below you can find more details about Pinnacle Wealth Planning Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$733 Million
ETFs: $317 Million
Technology: $101 Million
Energy: $84.4 Million
Financial Services: $54.3 Million
Healthcare: $38.8 Million
Consumer Cyclical: $37.1 Million
Industrials: $29.7 Million
Communication Services: $26.3 Million
Other: $41.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
