Pinnacle Wealth Planning Services, Inc. Reduced Holdings in Q4 2024

Pinnacle Wealth Planning Services, Inc.

  • $4.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KEP
Korea Electric Power Corp

Utilities
-21.2K
- 56.65%
$6.81 - $9.0 $144K - $191K
16.2K $111K
HCA
Hca Healthcare, Inc.

Healthcare
-260
- 27.51%
$297.52 - $415.61 $77.4K - $108K
685 $205K
DEO
Diageo PLC

Consumer Defensive
-1.04K
- 30.61%
$118.0 - $139.88 $123K - $146K
2.37K $300K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-161
- 35.7%
$1146.59 - $1270.6 $185K - $205K
290 $343K
JPM
Jpmorgan Chase & CO

Financial Services
-2.89K
- 16.18%
$205.18 - $250.29 $593K - $723K
15K $3.59M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-290
- 17.13%
$174.32 - $254.42 $50.6K - $73.8K
1.4K $245K
PSX
Phillips 66

Energy
-613
- 10.62%
$110.35 - $138.93 $67.6K - $85.2K
5.16K $587K
WELL
Welltower Inc.

Real Estate
-1.31K
- 38.57%
$123.11 - $139.3 $161K - $182K
2.08K $262K
ABT
Abbott Laboratories

Healthcare
-1.38K
- 12.36%
$111.93 - $119.39 $155K - $165K
9.81K $1.11M
PH
Parker Hannifin Corp

Industrials
-275
- 14.59%
$621.74 - $709.46 $171K - $195K
1.61K $1.02M
VLO
Valero Energy Corp

Energy
-712
- 11.53%
$118.59 - $144.02 $84.4K - $103K
5.46K $669K
NOW
Service Now, Inc.

Technology
-332
- 29.25%
$867.18 - $1148.42 $288K - $381K
803 $851K
ISRG
Intuitive Surgical Inc

Healthcare
-462
- 18.03%
$471.27 - $550.62 $218K - $254K
2.1K $1.1M
BP
Bp PLC

Energy
-4.14K
- 20.57%
$28.16 - $33.14 $117K - $137K
16K $472K
WM
Waste Management Inc

Industrials
-715
- 27.54%
$201.79 - $228.46 $144K - $163K
1.88K $379K
AFL
Aflac Inc

Financial Services
-1.22K
- 31.76%
$100.37 - $115.27 $122K - $140K
2.61K $269K
MSI
Motorola Solutions, Inc.

Technology
-367
- 38.63%
$449.08 - $504.6 $165K - $185K
583 $269K
RY
Royal Bank Of Canada

Financial Services
-1.17K
- 33.97%
$119.72 - $128.02 $140K - $150K
2.27K $273K
BDX
Becton Dickinson & CO

Healthcare
-576
- 34.41%
$220.02 - $243.75 $127K - $140K
1.1K $249K
FISV
Fiserv Inc

Technology
-1.22K
- 48.49%
N/A
1.3K $162K
PWR
Quanta Services, Inc.

Industrials
-563
- 37.99%
$296.05 - $346.6 $167K - $195K
919 $290K
SYK
Stryker Corp

Healthcare
-415
- 21.21%
$345.14 - $392.15 $143K - $163K
1.54K $555K
KGC
Kinross Gold Corp

Basic Materials
-15.8K
- 36.58%
$9.03 - $10.75 $142K - $169K
27.3K $253K
RDFN
Redfin Corp

Real Estate
-8.1K
- 44.72%
$7.87 - $12.55 $63.7K - $102K
10K $78K
TM
Toyota Motor Corp

Consumer Cyclical
-924
- 43.96%
$169.2 - $199.52 $156K - $184K
1.18K $229K
LHX
L3 Harris Technologies, Inc.

Industrials
-484
- 30.59%
$208.94 - $264.22 $101K - $128K
1.1K $230K
TDG
Trans Digm Group Inc

Industrials
-59
- 14.68%
$1239.0 - $1442.53 $73.1K - $85.1K
343 $434K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.73K
- 22.96%
$55.73 - $66.16 $152K - $180K
9.15K $551K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3.51K
- 27.81%
$34.25 - $37.94 $120K - $133K
9.12K $331K
GILD
Gilead Sciences, Inc.

Healthcare
-2.13K
- 27.63%
$83.95 - $97.9 $179K - $208K
5.58K $514K
CMI
Cummins Inc

Industrials
-447
- 43.27%
$324.93 - $383.42 $145K - $171K
586 $204K
BSX
Boston Scientific Corp

Healthcare
-1.9K
- 23.29%
$83.62 - $91.5 $159K - $174K
6.26K $558K
HSBC
Hsbc Holdings PLC

Financial Services
-3.23K
- 35.82%
$43.83 - $49.51 $142K - $160K
5.8K $286K
TME
Tencent Music Entertainment Group

Communication Services
-9.26K
- 44.53%
$10.67 - $13.73 $98.8K - $127K
11.5K $130K
UPS
United Parcel Service Inc

Industrials
-698
- 24.01%
$122.65 - $138.35 $85.6K - $96.6K
2.21K $278K
SNPS
Synopsys Inc

Technology
-205
- 23.67%
$485.36 - $588.0 $99.5K - $121K
661 $320K
GS
Goldman Sachs Group Inc

Financial Services
-450
- 25.0%
$486.1 - $608.57 $219K - $274K
1.35K $773K
ETN
Eaton Corp PLC

Industrials
-360
- 10.65%
$326.96 - $377.52 $118K - $136K
3.02K $1M
COST
Costco Wholesale Corp

Consumer Defensive
-199
- 8.9%
$873.59 - $994.69 $174K - $198K
2.04K $1.87M
MO
Altria Group, Inc.

Consumer Defensive
-2.39K
- 28.46%
$49.06 - $57.74 $117K - $138K
6.02K $314K
GD
General Dynamics Corp

Industrials
-172
- 9.92%
$260.28 - $314.03 $44.8K - $54K
1.56K $411K
NMR
Nomura Holdings Inc

Financial Services
-25.1K
- 42.84%
$5.05 - $6.25 $127K - $157K
33.5K $194K
IQV
Iqvia Holdings Inc.

Healthcare
-272
- 19.18%
$190.97 - $236.63 $51.9K - $64.4K
1.15K $225K
AJG
Arthur J. Gallagher & Co.

Financial Services
-460
- 5.46%
$278.49 - $315.16 $128K - $145K
7.97K $2.26M
CPRT
Copart Inc

Consumer Cyclical
-2.71K
- 29.31%
$51.36 - $63.8 $139K - $173K
6.53K $374K
AIG
American International Group, Inc.

Financial Services
-1.42K
- 30.19%
$70.0 - $79.22 $99.6K - $113K
3.29K $239K
CLPR
Clipper Realty Inc.

Real Estate
-13.9K
- 39.9%
$4.36 - $6.81 $60.5K - $94.5K
20.9K $95K
TMUS
T Mobile Us, Inc.

Communication Services
-688
- 20.18%
$206.1 - $246.94 $142K - $170K
2.72K $600K
ROP
Roper Technologies Inc

Industrials
-157
- 25.7%
$519.85 - $575.95 $81.6K - $90.4K
454 $236K
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
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email