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CIK: 0001726752
Total reported value
$1.0B
$1.0B
532 檔
26.2%
During the Q3 2024 filing period, Pinnacle Wealth Planning Services, Inc. (CIK: 0001726752) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 532 reported positions.
During Q3 2024, Pinnacle Wealth Planning Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 532 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 12.38% | -2.89% | +9.11% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 9.33% | -2.22% | -3.22% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 9.32% | +1.21% | +2.39% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.22% | +0.01% | -0.42% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.07% | +8.98% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.13% | +1.52% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.41% | — | +6.95% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | -0.03% | +1.52% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.91% | +0.18% | -3.28% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.02% | +1.37% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.33% | +0.09% | -21.56% | |
| 12 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 1.09% | -0.05% | +1.57% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.21% | +0.43% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.07% | -0.02% | +1.61% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.17% | +5.69% | |
| 16 | EMLP | First Trust North American E | ETF-Other | 0.70% | -0.06% | +3.02% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.69% | +0.06% | +1.72% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | +9.00% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.03% | -5.97% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.05% | +1.22% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.03% | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | +0.10% | -0.66% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | +0.09% | +1.71% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | +0.13% | -10.19% | |
| 25 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.56% | — | -1.13% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.06% | +942.62% | |
| 27 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.54% | -0.02% | +3.55% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | +7.31% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.07% | -1.53% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.08% | -3.37% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | — | -12.36% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.02% | +20.72% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.02% | +5.30% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.03% | +5.98% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.06% | -0.08% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.46% | -0.01% | -0.62% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.10% | -0.54% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.01% | -0.48% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.02% | +0.84% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | +0.03% | -17.11% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.04% | +0.04% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | +0.01% | +1.49% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | +0.11% | +4.78% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.35% | — | +1.05% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.05% | -2.42% | |
| 46 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.32% | — | -1.84% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | -0.13% | +0.67% | |
| 48 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.29% | — | -12.66% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.07% | -1.10% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.27% | +0.02% | -0.71% |
According to official SEC Form 13F filings, Pinnacle Wealth Planning Services, Inc. reported a total U.S. public equity portfolio value of $1.0B across 532 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FLTR, ET, SPSM) accounted for 26.2% of total reported equity market value during Q3 2024.
During Q3 2024, Pinnacle Wealth Planning Services, Inc.'s top holdings by market value included FLTR (12.4%)、ET (9.3%)、SPSM (9.3%). The largest single position, FLTR, represented 12.4% of total portfolio value.
In Q3 2024, Pinnacle Wealth Planning Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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