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CIK: 0001726752
Total reported value
$1.0B
$1.0B
399 檔
27.0%
As reported in its official Q1 2025 Form 13F filing, Pinnacle Wealth Planning Services, Inc.'s tracked investment portfolio stood at $1.0B with 399 total positions.
In Q1 2025, Pinnacle Wealth Planning Services, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 15.95% | -2.89% | +7.62% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 10.21% | -2.22% | -4.63% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 9.89% | +1.21% | +6.78% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.54% | +0.01% | +2.84% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.97% | — | +5.46% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.07% | +5.87% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.06% | +0.18% | -0.27% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.13% | +2.86% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.03% | +4.64% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.09% | +0.17% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.34% | -0.02% | +5.62% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.02% | +2.22% | |
| 13 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 1.29% | -0.05% | +2.78% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.21% | +5.35% | |
| 15 | EMLP | First Trust North American E | ETF-Other | 0.91% | -0.06% | +4.08% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.09% | +5.34% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.79% | +0.06% | +6.18% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | — | +11.19% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.74% | +0.10% | +0.26% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | +0.13% | -28.89% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.03% | -4.22% | |
| 22 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.68% | — | +4.57% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.17% | +2.89% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.05% | +14.94% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.03% | -3.40% | |
| 26 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.65% | -0.02% | +5.10% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.03% | +1.03% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.02% | +9.12% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | +0.07% | -3.06% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | — | -1.55% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.01% | +0.82% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.06% | +7.40% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.42% | +0.03% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.02% | +2.73% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.10% | +7.57% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.08% | +5.03% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.08% | +3.49% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.18% | -34.18% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.02% | +1.22% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.05% | -0.70% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.37% | — | -10.57% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.06% | +4.57% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.13% | -0.49% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.04% | +39.81% | |
| 45 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.31% | -0.01% | -1.95% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.07% | +3.30% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.04% | +2.40% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | — | +2.31% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | +0.03% | +7.02% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | +0.11% | +0.32% |
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 399 disclosed positions in Q1 2025.
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 Q1 2025.
Top New Position Initiated
FLTR
市值: $106.1M
During Q1 2025, Pinnacle Wealth Planning Services, Inc.'s top holdings by market value included FLTR (15.9%)、ET (10.2%)、SPSM (9.9%). The largest single position, FLTR, represented 15.9% of total portfolio value.
In Q1 2025, Pinnacle Wealth Planning Services, Inc. made 50 total portfolio adjustments, initiating 50 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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