13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001726752
Total reported value
$1.0B
$1.0B
390 檔
27.0%
According to the latest 13F quarterly dataset, Pinnacle Wealth Planning Services, Inc. managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 390 distinct U.S. exchange-listed positions.
During Q4 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 390 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 14.75% | -2.89% | -3.16% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 11.28% | -2.22% | -10.48% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 10.20% | +1.21% | +0.24% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.45% | +0.01% | +0.03% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.07% | -19.92% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.75% | — | +7.93% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.26% | +0.18% | +1.16% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.13% | -24.50% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | -0.03% | -31.24% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.09% | -1.98% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.02% | -20.58% | |
| 12 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 1.22% | -0.05% | +4.50% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.13% | -0.02% | +4.88% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.21% | -24.34% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.91% | +0.13% | +60.45% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.05% | -18.56% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | +0.09% | +29.86% | |
| 18 | EMLP | First Trust North American E | ETF-Other | 0.83% | -0.06% | +1.22% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.17% | -23.30% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.03% | +0.47% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | +0.10% | +7.56% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | +0.06% | +5.13% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.18% | +125.20% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.03% | -0.53% | |
| 25 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.65% | — | +6.76% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | +0.07% | -0.82% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | — | -17.24% | |
| 28 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.60% | -0.02% | +2.62% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.03% | -12.61% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.06% | -32.36% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.02% | -16.18% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | — | -1.70% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.08% | -27.76% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.44% | +0.03% | +1.83% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | +0.05% | +17.83% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.01% | -14.24% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | -28.47% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.08% | -28.30% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.10% | -25.24% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.11% | -23.19% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.34% | — | -5.46% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.13% | -18.58% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.02% | -19.80% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | +0.06% | -31.84% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.07% | -11.14% | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.31% | -0.01% | -32.55% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.04% | -8.90% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | — | -32.74% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.04% | -23.95% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | +0.03% | +33.07% |
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 390 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FLTR, ET, SPSM) accounted for 27.0% of total reported equity market value during Q4 2024.
During Q4 2024, Pinnacle Wealth Planning Services, Inc.'s top holdings by market value included FLTR (14.8%)、ET (11.3%)、SPSM (10.2%). The largest single position, FLTR, represented 14.8% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.