Pinnacle Wealth Planning Services, Inc.
CIK Number: 0001726752
665.2M
Market Value
379
# of Holdings
15 months
Avg. Holding Period
30.78%
Win Rate
21.91%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FLTR | VanEck Investme... | 25.40 | +0.04% | 3.86M | -3.16% | 98.18M | 24.97 | 14.75% |
| 2 | ET | Energy Transfer... | 17.52 | -2.09% | 3.83M | -10.48% | 75.07M | 8.38 | 11.28% |
| 3 | SPSM | SPDR Portfolio ... | 41.53 | -0.23% | 1.51M | +0.24% | 67.91M | 37.74 | 10.20% |
| 4 | SPYV | SPDR Portfolio ... | 50.99 | -0.23% | 448.67K | +0.03% | 22.94M | 33.49 | 3.45% |
| 5 | AAPL | Apple Inc. | 202.99 | -0.14% | 77.82K | -19.92% | 19.49M | 153.41 | 2.93% |
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- Up to 30 years financial history
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