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 Market Cap. of $200 Billions or more
