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 Market Cap. of $2 Billions to $10 Billions

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
$3.87B
$227,000 0.01% of portfolio
9,439
Q4 2024 New
$8.67B
$268,000 0.01% of portfolio
8,603
Q4 2024 Reduced 40.99%
$5.11B
$224,000 0.01% of portfolio
2,244
Q4 2024 Reduced 13.09%
$6.17B
$407,000 0.01% of portfolio
43,342
Q4 2024 New
$4.76B
$264,000 0.01% of portfolio
4,846
Q4 2024 Added 1.34%
$9.97B
$230,000 0.01% of portfolio
2,498
Q4 2024 Added 0.93%
$2.23B
$422,000 0.01% of portfolio
26,744
Q4 2024 Added 203.43%
$6.43B
$231,000 0.01% of portfolio
1,250
Q4 2024 Added 0.81%
$4.24B
$278,000 0.01% of portfolio
11,192
Q4 2024 Reduced 22.16%
$4.93B
$245,000 0.01% of portfolio
1,403
Q4 2024 Reduced 17.13%
$7.49B
$283,000 0.01% of portfolio
1,892
Q4 2024 Added 3.39%
$6.43B
$111,000 0.0% of portfolio
17,108
Q4 2024 Reduced 42.1%
$9.87B
$111,000 0.0% of portfolio
16,203
Q4 2024 Reduced 56.65%
$4.86B
$64,000 0.0% of portfolio
12,131
Q4 2024 Reduced 4.41%
$4.54B
$132,000 0.0% of portfolio
16,350
Q4 2024 Added 7.21%
$5.97B
$216,000 0.0% of portfolio
2,558
Q4 2024 New
$9.72B
$82,000 0.0% of portfolio
14,714
Q4 2024 Reduced 28.52%
$8.3B
$211,000 0.0% of portfolio
1,267
Q4 2024 Reduced 6.77%
$2.16B
$45,000 0.0% of portfolio
31,855
Q4 2024 Added 41.32%
$4.29B
$17,000 0.0% of portfolio
10,136
Q4 2024 New

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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