PW

Pinnacle Wealth Planning Services, Inc.

13F
Pinnacle Wealth Planning Services, Inc.
Last update 2025-05-15 399 Stocks (39 new)
Value $665.00 Mil Turnover 5 %
Countries:
Top Holdings: FLTR(15.95%)ET(10.21%)SPSM(9.89%)SPYV(3.54%)SPAB(2.97%)
Summary Stock Picks Current Portfolio
Pinnacle Wealth Planning Servi... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FLTR
VanEck IG Floating Rate ETF
4,151,858
106,079.8
+7.62%
15.950
+1.13%
4.460
+2.04%
+2.75%
2,452.4
 
ET
Energy Transfer LP
3,654,665
67,940.2
-4.63%
10.210
-0.52%
0.110
+4.02%
-8.37%
59,472.7
Oil & Gas
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
1,614,291
65,798.5
+6.78%
9.890
+0.63%
0.610
+17.14%
-1.27%
11,781.0
 
SPYV
SPDR Portfolio S&P 500 Value ETF
461,424
23,564.9
+2.84%
3.540
+0.10%
0.090
+12.29%
+5.13%
27,142.9
 
SPAB
SPDR Portfolio Aggregate Bond ETF
773,305
19,750.2
+5.46%
2.970
+0.15%
0.230
+2.12%
+3.80%
8,539.4
 
AAPL
Apple Inc
82,391
18,301.5
+5.87%
2.750
+0.15%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
SPYG
SPDR Portfolio S&P 500 Growth ETF
170,783
13,725.8
-0.27%
2.060
-0.01%
0.040
+27.05%
+10.64%
38,705.6
 
MSFT
Microsoft Corp
33,873
12,715.4
+2.86%
1.910
+0.05%
0.000
+38.00%
+20.34%
3,755,441.4
Software
NVDA
NVIDIA Corp
97,985
10,619.6
+4.64%
1.600
+0.07%
0.000
+68.90%
+24.39%
4,072,965.9
Semiconductors
SPLG
SPDR Portfolio S&P 500 ETF
142,377
9,362.7
+0.17%
1.410
0%
0.010
+19.73%
+7.98%
77,449.7
 

Pinnacle Wealth Planning Services, Inc.'s Historical Top Holdings Breakdowns

Pinnacle Wealth Planning Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLTR
VanEck IG Floating Rate ETF
2025-03-31
Add
Add
+1.13%
●
25.45 ($25.51) 25.58
$25.51
0%
Add 7.62%
4,151,858
294,026
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Add
Add
+0.63%
●
40.03 ($44.05) 46.81
$43.99
-0.14%
Add 6.78%
1,614,291
102,520
ET
Energy Transfer LP
2025-03-31
Reduce
Reduce
-0.52%
●
17.26 ($19.48) 21.08
$17.33
-11.04%
Reduce -4.63%
3,654,665
-177,592
EFA
iShares MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.26%
●
74.85 ($80.6) 84.89
$89.32
10.82%
Reduce -28.89%
57,185
-23,234
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.23%
●
198.1 ($216.92) 229.79
$223.27
2.93%
Reduce -34.18%
13,300
-6,907
FSK
FS KKR Capital Corp
2025-03-31
Sold Out
Sold Out
-0.20%
●
20.47 ($22.36) 24.06
$22.22
-0.63%
Sold Out
0
-62,500
AAPL
Apple Inc
2025-03-31
Add
Add
+0.15%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Add 5.87%
82,391
4,571
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-03-31
Add
Add
+0.15%
●
24.73 ($25.23) 25.62
$25.43
0.79%
Add 5.46%
773,305
40,010
BLK
BlackRock Inc
2025-03-31
Sold Out
Sold Out
-0.14%
●
900.46 ($980.1) 1075.5
$1,100.39
12.27%
Sold Out
0
-900
IVE
iShares S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-0.13%
●
185.78 ($193.5) 198.58
$198.88
2.78%
Reduce -61.77%
2,819
-4,555

Pinnacle Wealth Planning Services, Inc. Total Holding History ($B)

To

Pinnacle Wealth Planning Services, Inc.'s Asset Allocation

To

Pinnacle Wealth Planning Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pinnacle Wealth Planning Services, Inc.'s Hypothetical Growth since 2025-03-31

Pinnacle Wealth Planning Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Pinnacle Wealth Planning Services, Inc.'s Holdings Heat Map

Size field:

Pinnacle Wealth Planning Services, Inc.'s Holdings Bubble Chart

Pinnacle Wealth Planning Services, Inc. News

  • 1

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