Pinnacle Wealth Planning Services, Inc.
CIK Number: 0001726752
736.23M
Market Value
496
# of Holdings
12 months
Avg. Holding Period
65.72%
Win Rate
27.87%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vaneck Ig Float... | 25.46 | +0.02% | 3.98M | +9.11% | 91.11M | 24.97 | 12.38% | |
| 2 | Energy Transfer... | 19.23 | +0.29% | 4.28M | -3.22% | 68.71M | 8.38 | 9.33% | |
| 3 | Spdr Portfolio ... | 48.10 | -0.79% | 1.51M | +2.39% | 68.64M | 37.72 | 9.32% | |
| 4 | Spdr Portfolio ... | 53.27 | -0.35% | 448.52K | -0.42% | 23.71M | 33.48 | 3.22% | |
| 5 | Apple Inc | 248.10 | +0.65% | 97.17K | +8.98% | 22.64M | 153.41 | 3.08% |
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