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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.73 Million 0.26% of portfolio
3,381
Q4 2024 Added 86.8%
$444B
$1.51 Million 0.23% of portfolio
9,057
Q4 2024 Reduced 13.27%
$354B
$1.48 Million 0.23% of portfolio
33,778
Q4 2024 Reduced 10.65%
$321B
$1.47 Million 0.22% of portfolio
5,987
Q4 2024 Reduced 6.67%
$0
$1.43 Million 0.22% of portfolio
27,173
Q4 2024 Reduced 12.99%
$0
$1.36 Million 0.21% of portfolio
62,500
Q1 2024 Reduced 84.45%
$0
$1.38 Million 0.21% of portfolio
16,146
Q4 2024 Added 131.55%
$0
$1.41 Million 0.21% of portfolio
7,374
Q4 2024 Added 186.15%
$12B
$1.34 Million 0.2% of portfolio
6,399
Q4 2024 Reduced 1.61%
$225B
$1.27 Million 0.19% of portfolio
3,623
Q4 2024 Reduced 21.44%
$277B
$1.28 Million 0.19% of portfolio
1,840
Q4 2024 Reduced 21.47%
$234B
$1.28 Million 0.19% of portfolio
19,492
Q4 2024 Reduced 1.32%
$201B
$1.23 Million 0.19% of portfolio
14,260
Q4 2024 Reduced 14.67%
$113M
$1.2 Million 0.18% of portfolio
19,000
Q2 2021 Reduced 20.83%
$229B
$1.2 Million 0.18% of portfolio
12,108
Q4 2024 Reduced 20.96%
$171B
$1.13 Million 0.17% of portfolio
2,272
Q4 2024 Reduced 21.3%
$169B
$1.1 Million 0.17% of portfolio
1,752
Q4 2024 Reduced 20.97%
$238B
$1.11 Million 0.17% of portfolio
9,806
Q4 2024 Reduced 12.36%
$428B
$1.11 Million 0.17% of portfolio
7,651
Q4 2024 Reduced 37.64%
$124B
$1.05 Million 0.16% of portfolio
10,580
Q4 2024 Reduced 1.5%
$84.1B
$1.02 Million 0.16% of portfolio
1,610
Q4 2024 Reduced 14.59%
$291B
$1.04 Million 0.16% of portfolio
14,866
Q4 2024 Reduced 1.9%
$203B
$1.04 Million 0.16% of portfolio
2,347
Q4 2024 Reduced 23.8%
$161B
$1.02 Million 0.16% of portfolio
8,436
Q4 2024 Reduced 9.57%
$179B
$1.02 Million 0.16% of portfolio
2,825
Q4 2024 Reduced 17.88%
$173B
$1.04 Million 0.16% of portfolio
6,774
Q4 2024 Reduced 7.81%
$116B
$1 Million 0.15% of portfolio
3,021
Q4 2024 Reduced 10.65%
$306B
$1 Million 0.15% of portfolio
16,126
Q4 2024 Reduced 16.05%
$91.4B
$969,000 0.15% of portfolio
4,004
Q4 2024 Added 52.71%
$262B
$1.01 Million 0.15% of portfolio
17,139
Q4 2024 Reduced 15.12%
$0
$971,000 0.15% of portfolio
22,455
Q3 2024 Added 8.86%
$116B
$949,000 0.14% of portfolio
4,469
Q4 2024 Reduced 23.82%
$163B
$944,000 0.14% of portfolio
3,942
Q4 2024 Reduced 21.85%
$142B
$922,000 0.14% of portfolio
900
Q4 2024 New
$0
$914,000 0.14% of portfolio
11,624
Q4 2024 Added 264.62%
$239B
$913,000 0.14% of portfolio
7,594
Q4 2024 Reduced 21.49%
$205B
$930,000 0.14% of portfolio
1,788
Q4 2024 Reduced 28.96%
$220B
$834,000 0.13% of portfolio
2,812
Q4 2024 Reduced 30.22%
$0
$866,000 0.13% of portfolio
12,045
Q4 2024 New
$192B
$842,000 0.13% of portfolio
36,988
Q4 2024 Reduced 7.55%
$186B
$851,000 0.13% of portfolio
803
Q4 2024 Reduced 29.25%
$0
$850,000 0.13% of portfolio
20,262
Q3 2024 Reduced 8.3%
$0
$828,000 0.13% of portfolio
3,448
Q4 2024 New
$307B
$834,000 0.13% of portfolio
5,760
Q4 2024 Reduced 26.88%
$208B
$773,000 0.12% of portfolio
1,350
Q4 2024 Reduced 25.0%
$104B
$786,000 0.12% of portfolio
4,441
Q4 2024 Added 19.93%
$0
$765,000 0.12% of portfolio
1,800
Q4 2024 Added 239.62%
$0
$751,000 0.11% of portfolio
2,333
Q1 2023 Reduced 16.53%
$0
$708,000 0.11% of portfolio
6,653
Q3 2024 Added 29.11%

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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