Pinnacle Wealth Planning Services, Inc. Sells in Q3 2025

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
-29.4K
- 0.76%
$17.11 - $18.16 $503K - $534K
3.86M $66.2M
CRM
Salesforce, Inc.

Technology
-1.08K
- 33.11%
$231.66 - $273.65 $251K - $297K
2.19K $519K
ACN
Accenture PLC

Technology
-571
- 14.29%
$232.56 - $304.78 $133K - $174K
3.43K $844K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-743
- 15.73%
$108.8 - $169.61 $80.8K - $126K
3.98K $433K
NVO
Novo Nordisk A S

Healthcare
-1.63K
- 8.67%
$45.38 - $71.7 $74K - $117K
17.2K $952K
CMCSA
Comcast Corp

Communication Services
-8.1K
- 39.72%
$31.41 - $36.33 $254K - $294K
12.3K $386K
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 0.11%
$433.66 - $544.47 $1.3K - $1.63K
2.62K $1.17M
JCI
Johnson Controls International PLC

Industrials
-2.11K
- 37.22%
$103.24 - $111.73 $218K - $236K
3.56K $391K
ADBE
Adobe Inc.

Technology
-401
- 23.06%
$333.65 - $392.1 $134K - $157K
1.34K $471K
HYG
Ishares Tr

ETFs
-2.55K
- 23.23%
$79.85 - $81.32 $203K - $207K
8.42K $683K
AJG
Arthur J. Gallagher & Co.

Financial Services
-366
- 4.94%
$284.17 - $319.49 $104K - $117K
7.04K $2.18M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
-11.1K
- 36.86%
$19.14 - $25.0 $212K - $277K
19K $472K
EQT
Eqt Corp

Energy
-2.88K
- 38.7%
$49.19 - $59.19 $142K - $170K
4.56K $248K
SYK
Stryker Corp

Healthcare
-345
- 17.55%
$368.57 - $403.53 $127K - $139K
1.62K $599K
CI
Cigna Corp

Healthcare
-413
- 30.01%
$262.23 - $334.39 $108K - $138K
963 $277K
ZTS
Zoetis Inc.

Healthcare
-902
- 25.19%
$141.13 - $159.19 $127K - $144K
2.68K $391K
UNP
Union Pacific Corp

Industrials
-586
- 26.13%
$214.91 - $237.16 $126K - $139K
1.66K $391K
TDG
Trans Digm Group Inc

Industrials
-27
- 6.52%
$1271.04 - $1620.83 $34.3K - $43.8K
387 $510K
KEP
Korea Electric Power Corp

Utilities
-5.8K
- 24.7%
$12.94 - $14.82 $75K - $85.9K
17.7K $230K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.25K
- 33.58%
$28.92 - $32.19 $123K - $137K
8.41K $268K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-691
- 10.95%
$57.1 - $70.52 $39.5K - $48.7K
5.62K $335K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-165
- 4.34%
$196.15 - $217.83 $32.4K - $35.9K
3.64K $733K
ELV
Elevance Health, Inc.

Healthcare
-111
- 12.07%
$274.66 - $395.76 $30.5K - $43.9K
809 $261K
FTNT
Fortinet, Inc.

Technology
-130
- 3.54%
$74.39 - $107.65 $9.67K - $14K
3.54K $297K
HON
Honeywell International Inc

Industrials
-211
- 10.18%
$207.7 - $240.4 $43.8K - $50.7K
1.86K $391K
INFY
Infosys LTD

Technology
-3.2K
- 19.95%
$15.98 - $18.96 $51.1K - $60.7K
12.8K $208K
MELI
Mercadolibre Inc

Consumer Cyclical
-22
- 18.03%
$2292.04 - $2514.05 $50.4K - $55.3K
100 $233K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-950
- 24.25%
$85.01 - $90.35 $80.8K - $85.8K
2.97K $265K
SPOT
Spotify Technology S.A.

Communication Services
-7
- 0.65%
$620.01 - $738.53 $4.34K - $5.17K
1.07K $746K
IBN
Icici Bank LTD

Financial Services
-202
- 0.99%
$30.23 - $34.41 $6.11K - $6.95K
20.1K $607K
UPS
United Parcel Service Inc

Industrials
-285
- 9.8%
$82.58 - $105.54 $23.5K - $30.1K
2.62K $219K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-164
- 1.92%
$65.64 - $78.22 $10.8K - $12.8K
8.37K $561K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.59%
$5364.25 - $5815.92 $5.36K - $5.82K
168 $907K
DHR
Danaher Corp

Healthcare
-334
- 10.13%
$181.46 - $212.2 $60.6K - $70.9K
2.96K $587K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 1.41%
$932.44 - $1059.49 $8.39K - $9.54K
628 $598K
SBUX
Starbucks Corp

Consumer Cyclical
-113
- 1.64%
$81.9 - $96.86 $9.25K - $10.9K
6.77K $572K
DIS
Walt Disney CO

Communication Services
-12
- 0.21%
$112.25 - $124.0 $1.35K - $1.49K
5.69K $651K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-232
- 12.59%
$301.44 - $365.84 $69.9K - $84.9K
1.61K $521K
UL
Unilever PLC

Consumer Defensive
-778
- 15.58%
$58.43 - $65.01 $45.5K - $50.6K
4.22K $249K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-119
- 22.0%
$567.09 - $607.37 $67.5K - $72.3K
422 $251K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-4.18K
- 24.67%
$7.55 - $9.06 $31.6K - $37.9K
12.8K $96K
DWM
Wisdomtree Tr

ETFs
-1.69K
- 7.53%
$62.79 - $66.96 $106K - $113K
20.8K $1.37M
CTAS
Cintas Corp

Industrials
-29
- 1.15%
$199.29 - $226.27 $5.78K - $6.56K
2.5K $512K
COF
Capital One Financial Corp

Financial Services
-220
- 6.07%
$207.29 - $229.74 $45.6K - $50.5K
3.41K $723K
NEE
Nextera Energy Inc

Utilities
-1.02K
- 20.77%
$69.77 - $77.54 $70.8K - $78.7K
3.87K $292K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-352
- 7.43%
$60.9 - $70.75 $21.4K - $24.9K
4.39K $274K
SNY
Sanofi

Healthcare
-653
- 5.9%
$45.07 - $51.35 $29.4K - $33.5K
10.4K $491K
AMP
Ameriprise Financial Inc

Financial Services
-14
- 1.63%
$486.13 - $544.55 $6.81K - $7.62K
845 $415K
PAYX
Paychex Inc

Industrials
-80
- 4.5%
$126.69 - $147.99 $10.1K - $11.8K
1.7K $215K
Activity Summary
Buys All Purchases 257 New Holdings 61 Increased Positions 196 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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