Pinnacle Wealth Planning Services, Inc. Portfolio Holdings

Pinnacle Wealth Planning Services, Inc.

  • $655 Million
  • Q4 2024

Pinnacle Wealth Planning Services, Inc. has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $655 Million distributed in 390 stocks.

Among their holdings, we can observe that their the top five positions include companies like: 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, Spdr Portfolio S&P 500 Value E with a value of $22.9M, and Apple Inc. with a value of $19.5M.

Examining the 13F form we can see an decrease of $3.73B in the current position value, from $4.39B to 655M.

Below you can find more details about Pinnacle Wealth Planning Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $655 Million
ETFs: $334 Million
Energy: $83.6 Million
Technology: $77.4 Million
Financial Services: $41.8 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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.7B
$361,000 0.06% of portfolio
3,276
Q4 2024 Reduced 5.4%
$52.4B
$386,000 0.06% of portfolio
1,499
Q4 2024 Added 16.74%
$18.4B
$391,000 0.06% of portfolio
110,560
Q4 2024 Added 0.6%
$60.7B
$353,000 0.05% of portfolio
1,534
Q4 2024 Reduced 29.15%
$15.5B
$319,000 0.05% of portfolio
1,525
Q4 2024 Added 1.6%
$67.3B
$311,000 0.05% of portfolio
1,107
Q4 2024 Added 34.02%
$90.3B
$329,000 0.05% of portfolio
697
Q4 2024 Added 0.43%
$160B
$357,000 0.05% of portfolio
30,500
Q4 2024 Reduced 31.99%
$68.8B
$327,000 0.05% of portfolio
6,839
Q4 2024 Reduced 18.71%
$101B
$296,000 0.05% of portfolio
3,913
Q4 2024 Reduced 33.45%
$61.9B
$300,000 0.05% of portfolio
2,367
Q4 2024 Reduced 30.61%
$43.7B
$341,000 0.05% of portfolio
2,542
Q4 2024 Reduced 7.19%
$71B
$342,000 0.05% of portfolio
2,761
Q4 2024 Reduced 53.05%
$43.9B
$339,000 0.05% of portfolio
2,428
Q4 2024 Reduced 29.01%
$40.3B
$311,000 0.05% of portfolio
3,689
Q4 2024 Reduced 41.86%
$79.8B
$310,000 0.05% of portfolio
840
Q4 2024 Reduced 39.44%
$85B
$343,000 0.05% of portfolio
290
Q4 2024 Reduced 35.7%
$75.3B
$338,000 0.05% of portfolio
475
Q4 2024 Reduced 22.39%
$17.4B
$320,000 0.05% of portfolio
1,276
Q4 2024 Reduced 5.97%
$121B
$309,000 0.05% of portfolio
3,875
Q4 2024 Added 1.44%
$153B
$359,000 0.05% of portfolio
5,106
Q4 2024 Added 3.34%
$86.8B
$331,000 0.05% of portfolio
9,120
Q4 2024 Reduced 27.81%
$69.5B
$320,000 0.05% of portfolio
661
Q4 2024 Reduced 23.67%
$99.1B
$337,000 0.05% of portfolio
536
Q4 2024 Reduced 25.56%
$20.7B
$345,000 0.05% of portfolio
1,889
Q4 2024 Reduced 26.21%
$66.6B
$307,000 0.05% of portfolio
19,639
Q4 2024 Added 12.27%
$43B
$326,000 0.05% of portfolio
1,813
Q4 2024 Added 1.63%
$58B
$360,000 0.05% of portfolio
4,567
Q4 2024 Reduced 32.46%
$112B
$299,000 0.05% of portfolio
1,736
Q4 2024 Reduced 20.22%
$98.7B
$314,000 0.05% of portfolio
6,016
Q4 2024 Reduced 28.46%
$90B
$339,000 0.05% of portfolio
1,216
Q4 2024 Reduced 3.87%
$89.2B
$336,000 0.05% of portfolio
591
Q4 2024 Reduced 27.75%
$27.2B
$251,000 0.04% of portfolio
1,346
Q3 2024 New
$27.7B
$238,000 0.04% of portfolio
1,453
Q4 2024 Reduced 25.06%
$12.2B
$279,000 0.04% of portfolio
7,672
Q4 2024 New
$37.1B
$290,000 0.04% of portfolio
919
Q4 2024 Reduced 37.99%
$107B
$251,000 0.04% of portfolio
55,185
Q4 2024 Reduced 19.11%
$36.7B
$292,000 0.04% of portfolio
1,294
Q4 2024 Added 16.58%
$44.9B
$267,000 0.04% of portfolio
2,039
Q4 2024 Reduced 12.04%
$18.9B
$292,000 0.04% of portfolio
1,439
Q4 2024 Reduced 23.94%
$75.6B
$253,000 0.04% of portfolio
1,422
Q4 2024 Reduced 28.04%
$12.1B
$255,000 0.04% of portfolio
2,293
Q4 2024 Added 3.99%
$4.89B
$245,000 0.04% of portfolio
1,403
Q4 2024 Reduced 17.13%
$1.93B
$232,000 0.04% of portfolio
6,356
Q4 2024 Reduced 29.95%
$22.2B
$232,000 0.04% of portfolio
6,147
Q4 2024 Reduced 16.22%
$92.4B
$244,000 0.04% of portfolio
886
Q4 2024 Reduced 44.21%
$63.9B
$249,000 0.04% of portfolio
1,098
Q4 2024 Reduced 34.41%
$136B
$287,000 0.04% of portfolio
4,012
Q4 2024 Reduced 59.34%
$10.5B
$245,000 0.04% of portfolio
222
Q4 2024 Reduced 26.25%

Summary

  • Portfolio
  • No. of Stocks 390
  • Current Value $655 Million
  • Prior Value $4.39 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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