Pinnacle Wealth Planning Services, Inc.
CIK Number: 0001726752
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FLTR | VanEck Investme... | 25.50 | +0.02% | 4.15M | +7.62% | 106.08M | 25.01 | 15.95% | Share |
| 2 | ET | Energy Transfer... | 17.38 | -0.66% | 3.65M | -4.63% | 67.94M | 8.38 | 10.21% | Share |
| 3 | SPSM | SPDR Portfolio ... | 44.89 | -1.47% | 1.61M | +6.78% | 65.8M | 37.93 | 9.89% | Share |
| 4 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 461.42K | +2.84% | 23.56M | 33.97 | 3.54% | Share |
| 5 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 773.3K | +5.46% | 19.75M | 26.89 | 2.97% | Share |
| 6 | AAPL | Apple Inc. | 232.81 | -0.22% | 82.39K | +5.87% | 18.3M | 157.22 | 2.75% | Share |
| 7 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 170.78K | -0.27% | 13.73M | 44.4 | 2.06% | Share |
| 8 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 33.87K | +2.86% | 12.72M | 173.33 | 1.91% | Share |
| 9 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 97.98K | +4.64% | 10.62M | 18.31 | 1.60% | Share |
| 10 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 142.38K | +0.17% | 9.36M | 40.01 | 1.41% | Share |
| 11 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 151.64K | +5.62% | 8.94M | 45.82 | 1.34% | Share |
| 12 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 45.31K | +2.22% | 8.62M | 109.84 | 1.30% | Share |
| 13 | EMTL | SPDR DoubleLine... | 43.46 | +0.03% | 198.52K | +2.78% | 8.56M | 44.2 | 1.29% | Share |
| 14 | META | Meta Platforms,... | 781.96 | +0.24% | 11.06K | +5.35% | 6.38M | 242.77 | 0.96% | Share |
| 15 | EMLP | First Trust Nor... | 38.02 | -0.2% | 161.8K | +4.08% | 6.07M | 25.04 | 0.91% | Share |
| 16 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 10.31K | +5.34% | 5.77M | 445.85 | 0.87% | Share |
| 17 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 52.45K | +6.18% | 5.24M | 87.1 | 0.79% | Share |
| 18 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 9.82K | +11.19% | 5.23M | 284.73 | 0.79% | Share |
| 19 | IWD | iShares Russell... | 198.66 | -0.29% | 26.17K | +0.26% | 4.92M | 139.81 | 0.74% | Share |
| 20 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 57.19K | -28.89% | 4.67M | 70.83 | 0.70% | Share |
| 21 | IVV | iShares Core S&... | 648.15 | +0.01% | 8K | -4.22% | 4.5M | 348.67 | 0.68% | Share |
| 22 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 28.75K | +2.89% | 4.45M | 88.36 | 0.67% | Share |
| 23 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 17.05K | +14.94% | 4.42M | 218.14 | 0.66% | Share |
| 24 | AGG | iShares Core U.... | 99.10 | -0.27% | 43.8K | -3.4% | 4.33M | 102.4 | 0.65% | Share |
| 25 | TIPX | SPDR Bloomberg ... | 19.20 | -0.18% | 225.22K | +5.10% | 4.32M | 19.4 | 0.65% | Share |
| 26 | V | Visa Inc. | 345.40 | +0.83% | 12.07K | +1.03% | 4.23M | 223.91 | 0.64% | Share |
| 27 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 16.33K | +9.12% | 4.01M | 138.83 | 0.60% | Share |
| 28 | IWF | iShares Russell... | 450.40 | +0.11% | 9.86K | -3.06% | 3.56M | 183.06 | 0.54% | Share |
| 29 | SPEM | SPDR Portfolio ... | 44.19 | -1.14% | 89.3K | -1.55% | 3.52M | 36.07 | 0.53% | Share |
| 30 | MCD | McDonald's Corp... | 308.84 | +1.24% | 9.39K | +0.82% | 2.93M | 192.39 | 0.44% | Share |
| 31 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 16.88K | +7.40% | 2.83M | 72.29 | 0.42% | Share |
| 32 | DFUS | Dimensional U.S... | 70.06 | -0.06% | 46.13K | 0.00% | 2.79M | 46.58 | 0.42% | Share |
| 33 | PG | The Procter & G... | 153.70 | -1.1% | 16.01K | +2.73% | 2.73M | 135.3 | 0.41% | Share |
| 34 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 22.91K | +7.57% | 2.72M | 68.85 | 0.41% | Share |
| 35 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 17.43K | +5.03% | 2.72M | 81.67 | 0.41% | Share |
| 36 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 3.26K | +3.49% | 2.69M | 295.75 | 0.40% | Share |
| 37 | IWM | iShares Russell... | 228.20 | -1.31% | 13.3K | -34.18% | 2.65M | 207.73 | 0.40% | Share |
| 38 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 12.24K | +1.22% | 2.56M | 110.71 | 0.39% | Share |
| 39 | IJR | iShares Core S&... | 115.17 | -1.4% | 24.22K | -0.7% | 2.53M | 102.21 | 0.38% | Share |
| 40 | AJG | Arthur J. Galla... | 293.43 | -0.57% | 7.13K | -10.57% | 2.46M | 125.25 | 0.37% | Share |
| 41 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 4.32K | +4.57% | 2.26M | 340.21 | 0.34% | Share |
| 42 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 2.42K | -0.49% | 2.26M | 371.54 | 0.34% | Share |
| 43 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 4.73K | +39.81% | 2.22M | 457.96 | 0.33% | Share |
| 44 | SHW | The Sherwin-Wil... | 365.43 | -0.92% | 5.88K | -1.95% | 2.05M | 237.95 | 0.31% | Share |
| 45 | WMT | Walmart Inc. | 100.84 | -0.15% | 23.32K | +3.30% | 2.05M | 42.13 | 0.31% | Share |
| 46 | COST | Costco Wholesal... | 975.42 | -0.35% | 2.09K | +2.40% | 1.97M | 361.53 | 0.30% | Share |
| 47 | MA | Mastercard Inco... | 583.65 | +0.99% | 3.59K | +2.31% | 1.97M | 241.51 | 0.30% | Share |
| 48 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 11.2K | +7.02% | 1.94M | 155.4 | 0.29% | Share |
| 49 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 11.54K | +0.32% | 1.92M | 105.86 | 0.29% | Share |
| 50 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 12.69K | +4.66% | 1.9M | 134.48 | 0.29% | Share |
| 51 | HD | The Home Depot,... | 400.32 | -1.68% | 4.91K | +6.35% | 1.8M | 246.91 | 0.27% | Share |
| 52 | SAP | Sap Se | 278.88 | +0.02% | 6.09K | +1.80% | 1.64M | 110.37 | 0.25% | Share |
| 53 | XLE | Energy Select S... | 85.55 | -0.11% | 17.45K | +8.05% | 1.63M | 66.85 | 0.25% | Share |
| 54 | AZN | AstraZeneca PLC | 78.49 | +0.71% | 20.54K | +5.37% | 1.51M | 54.81 | 0.23% | Share |
| 55 | BAC | Bank of America... | 47.70 | +0.97% | 34.11K | +0.99% | 1.42M | 31.46 | 0.21% | Share |
| 56 | DAUG | FT Cboe Vest U.... | 42.69 | -0.02% | 35K | 0.00% | 1.36M | 31.16 | 0.20% | Share |
| 57 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 8.08K | +5.65% | 1.34M | 152.47 | 0.20% | Share |
| 58 | ABT | Abbott Laborato... | 129.32 | -0.06% | 10.09K | +2.90% | 1.34M | 92.45 | 0.20% | Share |
| 59 | NDSN | Nordson Corpora... | 217.22 | -1.97% | 6.6K | +3.14% | 1.33M | 207.57 | 0.20% | Share |
| 60 | DWM | WisdomTree Inte... | 65.84 | -0.16% | 22.02K | -18.95% | 1.28M | 50.63 | 0.19% | Share |
| 61 | ASML | ASML Holding N.... | 755.11 | -0.06% | 1.91K | +4.02% | 1.27M | 431.69 | 0.19% | Share |
| 62 | PM | Philip Morris I... | 165.25 | -0.38% | 7.85K | +3.33% | 1.25M | 91.4 | 0.19% | Share |
| 63 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 8.04K | +18.64% | 1.23M | 136.58 | 0.19% | Share |
| 64 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 4.28K | +6.79% | 1.23M | 200.94 | 0.19% | Share |
| 65 | UGA | United States G... | 62.87 | +1.84% | 19K | 0.00% | 1.22M | 10.12 | 0.18% | Share |
| 66 | KO | The Coca-Cola C... | 69.52 | -1.33% | 16.96K | +5.15% | 1.21M | 53.3 | 0.18% | Share |
| 67 | MRK | Merck & Co., In... | 82.74 | +0.04% | 13.32K | +10.01% | 1.2M | 77.94 | 0.18% | Share |
| 68 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 16.43K | +10.51% | 1.18M | 43.33 | 0.18% | Share |
| 69 | T | AT&T Inc. | 28.75 | +1.27% | 41.69K | +12.71% | 1.18M | 19.84 | 0.18% | Share |
| 70 | COP | ConocoPhillips | 95.63 | -0.26% | 11.05K | +4.45% | 1.16M | 56.5 | 0.17% | Share |
| 71 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 2.28K | +0.26% | 1.16M | 355.35 | 0.17% | Share |
| 72 | ACN | Accenture plc | 246.13 | +0.18% | 3.62K | -0.08% | 1.13M | 246.43 | 0.17% | Share |
| 73 | INTU | Intuit Inc. | 710.55 | -0.16% | 1.83K | +4.68% | 1.13M | 281.79 | 0.17% | Share |
| 74 | LIN | Linde plc | 477.49 | +0.39% | 2.4K | +2.91% | 1.12M | 359.38 | 0.17% | Share |
| 75 | HYG | iShares iBoxx $... | 80.42 | -0.24% | 14.06K | +21.00% | 1.11M | 78.41 | 0.17% | Share |
| 76 | PGR | The Progressive... | 250.95 | +0.71% | 3.91K | -0.89% | 1.11M | 113.55 | 0.17% | Share |
| 77 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 7.82K | -13.69% | 1.09M | 63.18 | 0.16% | Share |
| 78 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 17.7K | +3.24% | 1.09M | 47.16 | 0.16% | Share |
| 79 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 2.18K | +3.95% | 1.08M | 262.61 | 0.16% | Share |
| 80 | MMC | Marsh & McLenna... | 206.96 | -1.14% | 4.43K | -0.94% | 1.08M | 132.74 | 0.16% | Share |
| 81 | NVO | Novo Nordisk A/... | 50.92 | +0.04% | 15.31K | +7.38% | 1.06M | 45.53 | 0.16% | Share |
| 82 | VCSH | Vanguard Short-... | 79.58 | -0.12% | 12.88K | +140.63% | 1.02M | 78.55 | 0.15% | Share |
| 83 | CVX | Chevron Corpora... | 155.20 | -0.43% | 6K | +4.20% | 1M | 126.34 | 0.15% | Share |
| 84 | BND | Vanguard Total ... | 73.54 | -0.28% | 13.51K | +12.16% | 992.27K | 72.08 | 0.15% | Share |
| 85 | PH | Parker-Hannifin... | 745.38 | -2.19% | 1.63K | +1.24% | 990.8K | 349.76 | 0.15% | Share |
| 86 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 2.88K | +1.98% | 950.15K | 187.09 | 0.14% | Share |
| 87 | AMD | Advanced Micro ... | 180.97 | -1.87% | 8.89K | +5.35% | 913.05K | 107.24 | 0.14% | Share |
| 88 | IBM | International B... | 237.04 | -1.26% | 3.58K | +7.98% | 891.11K | 150.46 | 0.13% | Share |
| 89 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 1.77K | -0.89% | 881.5K | 333.16 | 0.13% | Share |
| 90 | ETN | Eaton Corporati... | 355.05 | -0.68% | 3.19K | +5.76% | 868.5K | 160.65 | 0.13% | Share |
| 91 | ADBE | Adobe Inc. | 348.58 | -0.71% | 2.24K | -4.47% | 859.68K | 344.45 | 0.13% | Share |
| 92 | RTX | RTX Corporation | 155.06 | -0.42% | 6.38K | -0.16% | 844.43K | 78.01 | 0.13% | Share |
| 93 | DJUL | FT Cboe Vest U.... | 45.96 | +0.09% | 20.26K | 0.00% | 828.73K | 35.67 | 0.12% | Share |
| 94 | EEM | iShares MSCI Em... | 49.86 | -1.27% | 18.94K | +11.75% | 827.85K | 41.25 | 0.12% | Share |
| 95 | GE | GE Aerospace | 269.72 | +0.32% | 4.11K | +5.99% | 822.14K | 77.89 | 0.12% | Share |
| 96 | DIA | SPDR Dow Jones ... | 449.11 | -0.07% | 1.91K | +6.11% | 801.97K | 424.52 | 0.12% | Share |
| 97 | VB | Vanguard Small ... | 246.81 | -1.26% | 3.62K | +4.87% | 801.85K | 239.42 | 0.12% | Share |
| 98 | VZ | Verizon Communi... | 43.49 | -0.49% | 17.47K | +5.98% | 792.35K | 45.96 | 0.12% | Share |
| 99 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 9.44K | +6.27% | 780.64K | 82.02 | 0.12% | Share |
| 100 | CP | Canadian Pacifi... | 73.87 | -2.33% | 11.06K | +4.95% | 776.84K | 76.84 | 0.12% | Share |
| 101 | BA | The Boeing Comp... | 233.18 | -0.08% | 4.53K | +2.03% | 772.76K | 188.32 | 0.12% | Share |
| 102 | RACE | Ferrari N.V. | 464.83 | +3.02% | 1.79K | +2.00% | 765.48K | 214.01 | 0.12% | Share |
| 103 | IBN | ICICI Bank Limi... | 32.62 | -0.12% | 24.05K | +1.68% | 757.96K | 17.58 | 0.11% | Share |
| 104 | TMUS | T-Mobile US, In... | 250.25 | -0.24% | 2.81K | +3.38% | 750.53K | 138.09 | 0.11% | Share |
| 105 | UBER | Uber Technologi... | 91.40 | +0.63% | 10.23K | +10.06% | 745.07K | 52.22 | 0.11% | Share |
| 106 | GS | The Goldman Sac... | 746.99 | +0.31% | 1.36K | +0.44% | 740.77K | 321.89 | 0.11% | Share |
| 107 | AXP | American Expres... | 307.72 | +0.28% | 2.74K | -2.56% | 737.2K | 115.64 | 0.11% | Share |
| 108 | USMV | iShares MSCI US... | 93.24 | -0.35% | 7.87K | +4.99% | 736.92K | 89.02 | 0.11% | Share |
| 109 | VLO | Valero Energy C... | 135.85 | -0.22% | 5.54K | +1.43% | 731.8K | 68.03 | 0.11% | Share |
| 110 | GRC | The Gorman-Rupp... | 42.08 | -2.9% | 20.64K | +27.27% | 724.39K | 34.96 | 0.11% | Share |
| 111 | WSO | Watsco, Inc. | 422.01 | -2.44% | 1.42K | +0.92% | 723.82K | 318.08 | 0.11% | Share |
| 112 | SFM | Sprouts Farmers... | 143.29 | -1.98% | 4.74K | +0.11% | 722.75K | 41.6 | 0.11% | Share |
| 113 | DFEB | FT Cboe Vest U.... | 45.76 | +0.10% | 16.93K | +100.00% | 713.64K | 42.15 | 0.11% | Share |
| 114 | MUB | iShares Nationa... | 104.03 | -0.18% | 6.65K | 0.00% | 701.49K | 106.21 | 0.11% | Share |
| 115 | BCS | Barclays PLC | 20.55 | +0.46% | 45.06K | -12.59% | 692.09K | 7.95 | 0.10% | Share |
| 116 | TJX | The TJX Compani... | 132.95 | -0.86% | 5.68K | +5.17% | 691.46K | 72.6 | 0.10% | Share |
| 117 | INTC | Intel Corporati... | 23.86 | +7.38% | 30.05K | +21.72% | 682.46K | 42.58 | 0.10% | Share |
| 118 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 7.46K | +3.48% | 678.99K | 87.45 | 0.10% | Share |
| 119 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 10.76K | +15.68% | 668.11K | 59.36 | 0.10% | Share |
| 120 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 2.49K | +11.13% | 667.41K | 203.3 | 0.10% | Share |
| 121 | DE | Deere & Company | 478.62 | -6.8% | 1.42K | +54.57% | 667.18K | 406.14 | 0.10% | Share |
| 122 | ZTS | Zoetis Inc. | 153.05 | +0.40% | 4.05K | +4.16% | 667.16K | 112.94 | 0.10% | Share |
| 123 | QJUN | FT Cboe Vest Na... | 30.57 | +0.11% | 25.06K | 0.00% | 662.81K | 26.93 | 0.10% | Share |
| 124 | CSX | CSX Corporation | 36.35 | +0.75% | 22.37K | -2.79% | 658.31K | 31 | 0.10% | Share |
| 125 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 6.66K | +15.54% | 653.53K | 88.51 | 0.10% | Share |
| 126 | BSX | Boston Scientif... | 104.16 | +1.62% | 6.44K | +2.88% | 649.26K | 40.19 | 0.10% | Share |
| 127 | PSX | Phillips 66 | 122.70 | +0.10% | 5.2K | +0.85% | 642.22K | 74.23 | 0.10% | Share |
| 128 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 798 | -0.62% | 635.32K | 516.65 | 0.10% | Share |
| 129 | AMGN | Amgen Inc. | 290.28 | +0.33% | 2.04K | +4.78% | 635.25K | 226.08 | 0.10% | Share |
| 130 | GILD | Gilead Sciences... | 119.00 | -0.95% | 5.65K | +1.36% | 633.2K | 66.32 | 0.10% | Share |
| 131 | BKNG | Booking Holding... | 5485.75 | +0.69% | 137 | -2.14% | 631.15K | 1714.5 | 0.09% | Share |
| 132 | SE | Sea Limited | 174.01 | -0.37% | 4.75K | +3.51% | 619.96K | 95.51 | 0.09% | Share |
| 133 | ICE | Intercontinenta... | 182.62 | +0.67% | 3.57K | -12.88% | 615.83K | 87.41 | 0.09% | Share |
| 134 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 2.38K | +2.72% | 615.26K | 263.98 | 0.09% | Share |
| 135 | VTI | Vanguard Total ... | 317.25 | -0.13% | 2.24K | +20.38% | 615.24K | 287.28 | 0.09% | Share |
| 136 | BP | BP p.l.c. | 34.63 | +0.95% | 18.08K | +13.01% | 610.99K | 28.65 | 0.09% | Share |
| 137 | LOW | Lowe's Companie... | 253.05 | -1.24% | 2.61K | +1.44% | 608.03K | 172.51 | 0.09% | Share |
| 138 | DHR | Danaher Corpora... | 210.15 | +0.48% | 2.89K | +0.35% | 593.27K | 156.21 | 0.09% | Share |
| 139 | SYK | Stryker Corpora... | 378.47 | -0.13% | 1.58K | +2.53% | 588.53K | 242.72 | 0.09% | Share |
| 140 | CMCSA | Comcast Corpora... | 32.88 | -0.17% | 15.83K | -4.9% | 584.16K | 38 | 0.09% | Share |
| 141 | GWW | W.W. Grainger, ... | 974.58 | -0.76% | 585 | +1.56% | 577.88K | 351.79 | 0.09% | Share |
| 142 | VT | Vanguard Total ... | 133.34 | -0.27% | 4.92K | +5.92% | 570.59K | 117.39 | 0.09% | Share |
| 143 | UNP | Union Pacific C... | 221.35 | -0.82% | 2.4K | +14.01% | 567.21K | 203.89 | 0.09% | Share |
| 144 | SCZ | iShares MSCI EA... | 75.10 | -0.29% | 8.85K | -5.35% | 562.3K | 57.66 | 0.08% | Share |
| 145 | PLD | Prologis, Inc. | 105.85 | -0.32% | 5.01K | +32.82% | 560.51K | 103.86 | 0.08% | Share |
| 146 | XLK | Technology Sele... | 267.74 | -0.21% | 2.7K | +22.70% | 558.12K | 227.7 | 0.08% | Share |
| 147 | SNY | Sanofi | 49.04 | +0.62% | 9.92K | +5.26% | 550.05K | 49.11 | 0.08% | Share |
| 148 | SPOT | Spotify Technol... | 698.73 | +0.54% | 996 | +4.08% | 547.83K | 343.1 | 0.08% | Share |
| 149 | CB | Chubb Limited | 275.69 | +0.24% | 1.81K | +1.74% | 546K | 189.48 | 0.08% | Share |
| 150 | PRU | Prudential Fina... | 106.81 | -0.34% | 4.86K | -2.53% | 542.88K | 88.67 | 0.08% | Share |