Pinnacle Wealth Planning Services, Inc. Incresed Positions in Q4 2024

Pinnacle Wealth Planning Services, Inc.

  • $4.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
11.2K
+ 125.2%
$216.13 - $242.4 $2.43M - $2.72M
20.2K $4.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
30.3K
+ 60.45%
$75.1 - $82.99 $2.28M - $2.51M
80.4K $6.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.25K
+ 29.86%
$567.81 - $607.81 $1.28M - $1.37M
9.79K $5.73M
SPYG
Spdr Portfolio

ETFs
1.97K
+ 1.16%
$81.74 - $91.38 $161K - $180K
171K $15.1M
IVE
Ishares S&P 500 Value ETF

ETFs
4.8K
+ 186.15%
$189.5 - $206.17 $909K - $989K
7.37K $1.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.57K
+ 86.8%
$481.22 - $538.17 $756K - $845K
3.38K $1.73M
XLE
Energy Sector Spdr

ETFs
9.17K
+ 131.55%
$83.32 - $97.27 $764K - $892K
16.1K $1.38M
HYG
Ishares Tr

ETFs
8.44K
+ 264.62%
$78.09 - $80.04 $659K - $675K
11.6K $914K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
53.9K
+ 7.93%
$24.94 - $26.14 $1.34M - $1.41M
733K $18.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.27K
+ 239.62%
$417.69 - $450.94 $530K - $573K
1.8K $765K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.69K
+ 17.83%
$113.92 - $127.38 $420K - $470K
24.4K $2.81M
EMLP
First Tr Exchange Traded Iv

ETFs
1.87K
+ 1.22%
$33.69 - $38.24 $62.9K - $71.4K
155K $5.54M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.17K
+ 91.37%
$94.43 - $105.47 $299K - $334K
6.63K $673K
GLD
Spdr Gold Trust

ETFs
1.38K
+ 52.71%
$236.59 - $257.5 $327K - $356K
4K $969K
GRC
Gorman Rupp CO

Industrials
7.29K
+ 81.75%
$36.95 - $43.09 $270K - $314K
16.2K $614K
EEM
Ishares Msci Emerging Markets

ETFs
6.87K
+ 68.19%
$41.82 - $47.36 $287K - $326K
17K $708K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.83K
+ 7.56%
$183.23 - $199.79 $336K - $366K
26.1K $4.83M
BA
Boeing CO

Industrials
738
+ 19.93%
$138.14 - $180.72 $102K - $133K
4.44K $786K
HBAN
Huntington Bancshares Inc

Financial Services
10.2K
+ 79.96%
$14.18 - $18.2 $145K - $186K
23K $373K
CSX
Csx Corp

Industrials
6.79K
+ 41.83%
$31.58 - $36.88 $214K - $250K
23K $742K
IAU
Ishares Gold Trust

ETFs
3.06K
+ 61.26%
$48.37 - $52.65 $148K - $161K
8.06K $399K
FITB
Fifth Third Bancorp

Financial Services
3.12K
+ 35.97%
$41.76 - $48.44 $130K - $151K
11.8K $498K
DFUS
Dimensional ETF Tr U S Equity

ETFs
831
+ 1.83%
$61.52 - $66.5 $51.1K - $55.3K
46.1K $2.94M
SPOT
Spotify Technology S.A.

Communication Services
128
+ 15.44%
$362.95 - $502.38 $46.5K - $64.3K
957 $428K
QJUN
First Tr ETF
3.6K
+ 16.78%
$26.78 - $28.75 $96.4K - $104K
25.1K $702K
IVV
Ishares Core S&P 500 ETF

ETFs
39
+ 0.47%
$570.51 - $610.59 $22.2K - $23.8K
8.36K $4.92M
NSC
Norfolk Southern Corp

Industrials
570
+ 52.01%
$230.6 - $277.0 $131K - $158K
1.67K $391K
EMTL
Spdr Doubleline Emerging Marke

ETFs
8.31K
+ 4.5%
$42.03 - $43.34 $349K - $360K
193K $8.13M
SCHW
Schwab Charles Corp

Financial Services
568
+ 10.87%
$63.31 - $82.85 $36K - $47.1K
5.79K $428K
FDX
Fedex Corp

Industrials
281
+ 34.02%
$260.5 - $305.15 $73.2K - $85.7K
1.11K $311K
SQ
Block, Inc.

Technology
85
+ 2.01%
$65.06 - $98.92 $5.53K - $8.41K
4.3K $365K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
260
+ 25.74%
$278.19 - $315.36 $72.3K - $82K
1.27K $365K
WDAY
Workday, Inc.

Technology
215
+ 16.74%
$233.85 - $279.91 $50.3K - $60.2K
1.5K $386K
JOBY
Joby Aviation, Inc.

Industrials
1.1K
+ 7.21%
$4.8 - $9.16 $5.28K - $10.1K
16.4K $132K
BR
Broadridge Financial Solutions, Inc.

Technology
184
+ 16.58%
$209.64 - $236.44 $38.6K - $43.5K
1.29K $292K
C
Citigroup Inc

Financial Services
165
+ 3.34%
$61.31 - $72.5 $10.1K - $12K
5.11K $359K
GKOS
Glaukos Corp

Healthcare
62
+ 3.39%
$126.42 - $152.67 $7.84K - $9.47K
1.89K $283K
BMY
Bristol Myers Squibb CO

Healthcare
349
+ 8.38%
$51.92 - $59.94 $18.1K - $20.9K
4.51K $255K
SSL
Sasol LTD

Basic Materials
16.5K
+ 97.43%
$4.46 - $7.28 $73.4K - $120K
33.4K $152K
TGT
Target Corp

Consumer Defensive
889
+ 21.62%
$121.59 - $160.69 $108K - $143K
5K $676K
FTDR
Frontdoor, Inc.

Consumer Cyclical
64
+ 1.34%
$46.71 - $59.54 $2.99K - $3.81K
4.85K $264K
MFG
Mizuho Financial Group Inc

Financial Services
2.19K
+ 6.69%
$4.05 - $5.26 $8.86K - $11.5K
34.9K $170K
USFD
Us Foods Holding Corp.

Consumer Defensive
38
+ 1.02%
$60.65 - $72.33 $2.3K - $2.75K
3.76K $253K
GL
Globe Life Inc.

Financial Services
88
+ 3.99%
$103.49 - $116.02 $9.11K - $10.2K
2.29K $255K
AME
Ametek Inc

Industrials
29
+ 1.63%
$165.89 - $197.38 $4.81K - $5.72K
1.81K $326K
AMG
Affiliated Managers Group, Inc.

Financial Services
10
+ 0.81%
$175.77 - $196.52 $1.76K - $1.97K
1.25K $231K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
1.29K
+ 6.02%
$2.99 - $3.34 $3.86K - $4.31K
22.7K $71K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.47K
+ 2.62%
$18.41 - $18.97 $101K - $104K
214K $3.96M
LYG
Lloyds Banking Group PLC

Financial Services
2.1K
+ 14.79%
$2.67 - $3.23 $5.6K - $6.78K
16.3K $44K
Activity Summary
Buys All Purchases 122 New Holdings 48 Increased Positions 74 Sells All Sells 250 Reductions 250 Sold out 0 Options Calls 0 Puts 0
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