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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$231M
$101,000 0.02% of portfolio
27,446
Q4 2024 Reduced 39.66%
$215M
$111,000 0.02% of portfolio
20,257
Q2 2024 Added 1.4%
$176M
$97,000 0.01% of portfolio
15,388
Q4 2024 New
$76.5M
$95,000 0.01% of portfolio
20,908
Q4 2024 Reduced 39.9%

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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