- New Purchases: ACN, BND, SCHX, VEA, PM, TAK, STE, SHOP, TSM, BTI, BABA, MO, BLK, ASML, ABB, SCHA, USB, PLD, MDLZ, UPS, AMP, QQQ, CDNS, PSX, RTN, LOW, ECA, EMD, MFC, BHK, NEA, MUI, F, JQC, EOD, AWP, HIO, HL,
- Added Positions: GWX, GLD, HON, WFC, XOM, BCS, CP, LIN, NFJ, PRU, SPYG, PUK, VWO, BOE, BTZ, EMLP, T, IWD, CVX, RVT, MTD, AOD, LYG, RMD, MCR, ATVI, MMT, BGY, SPEM, BDJ, JNK, RDS.B, AVK, SMFG, EEM, XHR, LMT,
- Reduced Positions: EFA, IVW, IWM, IVE, SPAB, IWV, DWM, AGG, MSFT, PYPL, SPSM, MA, V, VZ, SPY, MRK, SPDW, IWF, AMZN, IVV, GOOGL, KO, PFE, GOOG, ADBE, INTU, ICE, UNH, CCI, JNJ, CSCO, PG, JPM, ANTM, INTC, FB, ZTS, WMT, IWB, AMGN, AAPL, COST, RHT, CMCSA, EA, EQIX, VEU, C, BRK.B, MDT, BA, NKE, AXP, DHR, CHL, SKM, HDB, NVS, MCD, AZN, ABBV, IJR, QCOM, PCY, TMO, ABT, SCHW, PANW, TXN, CB, ORCL, HD, PEP, DIS, HPQ,
- Sold Out: MUB, HYLS, FTSL, PCEF, EMB, BIIB, SRLN, FLOT, ISRG, DECK, PNC, CELG, LLY, COP, CRM,
For the details of Pinnacle Wealth Planning Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/pinnacle+wealth+planning+services%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Pinnacle Wealth Planning Services, Inc.- SPDR Portfolio Aggregate Bond (SPAB) - 251,128 shares, 6.99% of the total portfolio. Shares reduced by 19.27%
- SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 180,509 shares, 6.55% of the total portfolio. Shares added by 1.35%
- SPDR Russell 1000 ETF (ELR) - 121,244 shares, 3.93% of the total portfolio. Shares added by 0.52%
- iShares MSCI EAFE (EFA) - 52,896 shares, 3.35% of the total portfolio. Shares reduced by 70.6%
- WisdomTree International Equity Fund (DWM) - 65,026 shares, 3.21% of the total portfolio. Shares reduced by 19.35%
Pinnacle Wealth Planning Services, Inc. initiated holding in Accenture PLC. The purchase prices were between $135.79 and $176.02, with an estimated average price of $156.8. The stock is now traded at around $173.82. The impact to a portfolio due to this purchase was 0.56%. The holding were 3,288 shares as of .
New Purchase: Vanguard Total Bond Market ETF (BND)Pinnacle Wealth Planning Services, Inc. initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.39 and $80.84, with an estimated average price of $79.29. The stock is now traded at around $80.90. The impact to a portfolio due to this purchase was 0.5%. The holding were 6,358 shares as of .
New Purchase: Schwab U.S. Large-Cap (SCHX)Pinnacle Wealth Planning Services, Inc. initiated holding in Schwab U.S. Large-Cap. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $68.81. The impact to a portfolio due to this purchase was 0.49%. The holding were 7,399 shares as of .
New Purchase: Vanguard FTSE Developed Markets (VEA)Pinnacle Wealth Planning Services, Inc. initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $36.75 and $41.54, with an estimated average price of $39.92. The stock is now traded at around $41.04. The impact to a portfolio due to this purchase was 0.41%. The holding were 10,297 shares as of .
New Purchase: Takeda Pharmaceutical Co Ltd (TAK)Pinnacle Wealth Planning Services, Inc. initiated holding in Takeda Pharmaceutical Co Ltd. The purchase prices were between $16.7 and $21.52, with an estimated average price of $20.07. The stock is now traded at around $18.63. The impact to a portfolio due to this purchase was 0.37%. The holding were 18,685 shares as of .
New Purchase: Philip Morris International Inc (PM)Pinnacle Wealth Planning Services, Inc. initiated holding in Philip Morris International Inc. The purchase prices were between $66.44 and $91.91, with an estimated average price of $80.26. The stock is now traded at around $84.14. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,258 shares as of .
Added: SPDR S&P International SmallCap (GWX)Pinnacle Wealth Planning Services, Inc. added to a holding in SPDR S&P International SmallCap by 23.22%. The purchase prices were between $27.72 and $30.76, with an estimated average price of $29.84. The stock is now traded at around $30.12. The impact to a portfolio due to this purchase was 0.26%. The holding were 47,225 shares as of .
Added: SPDR Gold Trust (GLD)Pinnacle Wealth Planning Services, Inc. added to a holding in SPDR Gold Trust by 59.50%. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.19. The stock is now traded at around $120.91. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,458 shares as of .
Added: Honeywell International Inc (HON)Pinnacle Wealth Planning Services, Inc. added to a holding in Honeywell International Inc by 52.46%. The purchase prices were between $130.07 and $158.92, with an estimated average price of $147.99. The stock is now traded at around $170.35. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,229 shares as of .
Added: Wells Fargo & Co (WFC)Pinnacle Wealth Planning Services, Inc. added to a holding in Wells Fargo & Co by 34.73%. The purchase prices were between $46.08 and $51.73, with an estimated average price of $49.15. The stock is now traded at around $47.16. The impact to a portfolio due to this purchase was 0.16%. The holding were 13,260 shares as of .
Added: Exxon Mobil Corp (XOM)Pinnacle Wealth Planning Services, Inc. added to a holding in Exxon Mobil Corp by 39.07%. The purchase prices were between $68.19 and $81.79, with an estimated average price of $76.09. The stock is now traded at around $76.87. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,340 shares as of .
Added: Barclays PLC (BCS)Pinnacle Wealth Planning Services, Inc. added to a holding in Barclays PLC by 123.22%. The purchase prices were between $7.54 and $8.92, with an estimated average price of $8.32. The stock is now traded at around $8.26. The impact to a portfolio due to this purchase was 0.13%. The holding were 29,731 shares as of .
Sold Out: iShares National Muni Bond (MUB)Pinnacle Wealth Planning Services, Inc. sold out a holding in iShares National Muni Bond. The sale prices were between $108.82 and $111.36, with an estimated average price of $109.64.
Sold Out: First Trust High Yield Long/Short ETF (HYLS)Pinnacle Wealth Planning Services, Inc. sold out a holding in First Trust High Yield Long/Short ETF. The sale prices were between $44.85 and $48.02, with an estimated average price of $47.14.
Sold Out: First Trust Senior Loan Fund ETF (FTSL)Pinnacle Wealth Planning Services, Inc. sold out a holding in First Trust Senior Loan Fund ETF. The sale prices were between $45.5 and $47.68, with an estimated average price of $47.12.
Sold Out: Invesco CEF Income Composite (PCEF)Pinnacle Wealth Planning Services, Inc. sold out a holding in Invesco CEF Income Composite. The sale prices were between $20.23 and $22.24, with an estimated average price of $21.7.
Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Pinnacle Wealth Planning Services, Inc. sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $102.22 and $109.29, with an estimated average price of $106.55.
Sold Out: Biogen Inc (BIIB)Pinnacle Wealth Planning Services, Inc. sold out a holding in Biogen Inc. The sale prices were between $216.71 and $338.96, with an estimated average price of $315.3.
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