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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.8B
$225,000 0.03% of portfolio
1,618
Q4 2024 Reduced 85.38%
$34.6B
$225,000 0.03% of portfolio
1,146
Q4 2024 Reduced 19.18%
$19.8B
$227,000 0.03% of portfolio
544
Q4 2024 Added 1.3%
$79.5B
$162,000 0.02% of portfolio
1,296
Q4 2024 Reduced 48.49%
$10.2B
$111,000 0.02% of portfolio
16,203
Q4 2024 Reduced 56.65%
$11.2B
$151,000 0.02% of portfolio
10,554
Q4 2024 Reduced 18.01%
$21.6B
$130,000 0.02% of portfolio
11,530
Q4 2024 Reduced 44.53%
$62.2B
$44,000 0.01% of portfolio
16,285
Q4 2024 Added 14.79%

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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