Pinnacle-Wealth-Planning-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  "JOBY",
  "ARGX",
  null,
  "NLY",
  "RJF",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "GOOGL",
  "AXP",
  "AMG",
  "AIG",
  "ASML",
  "T",
  "ASX",
  "AROC",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "CP.TO",
  "SAN",
  "BGS",
  "BTZ",
  "BSX",
  "SBS",
  "CCI",
  "COF",
  "CMI",
  "PHG",
  "MGX",
  "PUK",
  "EHC",
  "RDFN",
  "SKYW",
  "NTB",
  "ADPT",
  "FITB",
  "GD",
  "ACNB",
  "GILD",
  "HLT",
  "HON",
  "HD",
  "IBN",
  null,
  null,
  "AZN",
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  "SNN",
  "UNP",
  "QCOM",
  "ISRG",
  "HSBC",
  "ITW",
  "AMAT",
  "RIVN",
  "ING",
  null,
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KEP",
  null,
  null,
  "IVW",
  "SB",
  null,
  null,
  null,
  null,
  null,
  null,
  "KGC",
  "KMI",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  null,
  "EQIX",
  "EQT",
  "EVR",
  "GE",
  "NVS",
  "NU",
  "OXY",
  null,
  null,
  "ODFL",
  "ORLY",
  "ICLR",
  "WIW",
  null,
  "BX",
  "AMP",
  "ANSS",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  null,
  "LPLA",
  "NMR",
  "AMGN",
  "PARA",
  "REGN",
  null,
  "ROK",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "BP",
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  null,
  "TKC",
  "TRV",
  "UBS",
  "UBER",
  "UPS",
  "VO",
  "MET",
  "NG",
  "FENC",
  "VV",
  "RCL",
  "SCHW",
  "MNST",
  "TSSI",
  null,
  null,
  "VIG",
  null,
  "LYG",
  "TTE",
  "TOST",
  "IWO",
  "SU",
  "IWN",
  "SNY",
  "GL",
  "TSM",
  "IT",
  "GSK",
  "GRC",
  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  null,
  "MUSA",
  "ADSK",
  "AON",
  "SFM",
  "GM",
  "ACGL",
  "USFD",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "WSO",
  "F",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "AEP",
  "KW",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "CLF",
  null,
  "IVE",
  "HCA",
  "LUV",
  "PLUG",
  "TPL",
  "HDB",
  "TME",
  "HBAN",
  "VEU",
  "USB",
  "VLO",
  null,
  null,
  "VXUS",
  "BND",
  "VT",
  "VB",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WMB",
  "WT",
  "WF",
  "WDAY",
  "YUM",
  null,
  "UMC",
  "ELAN",
  "GRMN",
  "CNQ",
  "SCHD",
  "ET",
  "NSC",
  "NDSN",
  "RDY",
  "INFY",
  "JCI",
  "MFC",
  "SO",
  "ONL",
  "PSX",
  "CRM",
  "DIA",
  "TS",
  "SPOT",
  "HALO",
  "IUSV",
  "GEV",
  "MELI",
  "TRI.TO",
  "MCK",
  "SPYV",
  "GWW",
  "NRG",
  "FDX",
  "AME",
  "STE",
  "ADP",
  "AZO",
  "BAC",
  "BBD",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BHP",
  "BCRX",
  "BA",
  null,
  "BMY",
  "BTI",
  "BR",
  "CDNS",
  "CFFN",
  "CVNA",
  "CCL",
  "CBRE",
  "CX",
  "CVX",
  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CLPR",
  "CIO",
  "KO",
  "CMA",
  "CMCSA",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "CPNG",
  "CSX",
  "DHR",
  "DE",
  "FANG",
  "DAL",
  null,
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 399
Total Value: 665195518
Accession Number: 0001726752-25-000004
Form Type: 13F-HR
CIK: pinnacle-wealth-planning-services
Manager Name: Pinnacle-Wealth-Planning-Services

Data Enrichment

88% identified

353 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

399 positions • $665.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 17 of 20

Sort by:

852234103

Shares:4.3K

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$665.2M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.3K

Value:$230.9K

% of Portfolio:0.0% ($230.9K/$665.2M)

33734K109

Shares:2.3K

Value:$230.5K

% of Portfolio:0.0% ($230.5K/$665.2M)

33740U844

Shares:6.0K

Value:$229.9K

% of Portfolio:0.0% ($229.9K/$665.2M)

Coupang, Inc.

CPNG|22266T109

Shares:10.4K

Value:$229.1K

% of Portfolio:0.0% ($229.1K/$665.2M)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

Shares:3.6K

Value:$228.9K

% of Portfolio:0.0% ($228.9K/$665.2M)

33735B108

Shares:2.1K

Value:$228.5K

% of Portfolio:0.0% ($228.5K/$665.2M)

SMITH & NEPHEW PLC

SNN|83175M205

Shares:8.0K

Value:$228.1K

% of Portfolio:0.0% ($228.1K/$665.2M)

TotalEnergies SE

TTE|89151E109

Shares:3.5K

Value:$225.6K

% of Portfolio:0.0% ($225.6K/$665.2M)

KB Financial Group Inc.

KB|48241A105

Shares:4.2K

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$665.2M)

COMERICA INC /NEW/

CMA|200340107

Shares:3.8K

Value:$224.1K

% of Portfolio:0.0% ($224.1K/$665.2M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.2K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$665.2M)

45782C425

Shares:6.8K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$665.2M)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:1.3K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$665.2M)

Evercore Inc.

EVR|29977A105

Shares:1.1K

Value:$219.3K

% of Portfolio:0.0% ($219.3K/$665.2M)

ARGENX SE

ARGX|04016X101

Shares:370

Value:$219.0K

% of Portfolio:0.0% ($219.0K/$665.2M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.3K

Value:$218.8K

% of Portfolio:0.0% ($218.8K/$665.2M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:4.4K

Value:$218.6K

% of Portfolio:0.0% ($218.6K/$665.2M)

GARMIN LTD

GRMN|H2906T109

Shares:1.0K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$665.2M)

GARTNER INC

IT|366651107

Shares:518

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$665.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip852234103)✕	4.3K	QoQ -0.65% (-28) YoY +4.06% (-167)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$665.2M)	QoQ -36.49% (-$133.5K) YoY -33.15% (-$115.2K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.3K	QoQ +11.03% (+130) YoY -46.48% (-1.1K)	All Managers (Combined)	$230.9K	0.0% ($230.9K/$665.2M)	QoQ +0.71% (+$1.6K) YoY -62.46% (-$384.2K)
(cusip33734K109)✕	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$230.5K	0.0% ($230.5K/$665.2M)	QoQ -1.75% (-$4.1K) YoY +3.24% (+$7.2K)
(cusip33740U844)✕	6.0K	QoQ -2.48% (-152) YoY NEW(+6.0K)	All Managers (Combined)	$229.9K	0.0% ($229.9K/$665.2M)	QoQ -2.84% (-$6.7K) YoY NEW(+$229.9K)
Coupang, Inc.(CPNGcusip22266T109)	10.4K	QoQ +2.53% (+258) YoY NEW(+10.4K)	All Managers (Combined)	$229.1K	0.0% ($229.1K/$665.2M)	QoQ +2.29% (+$5.1K) YoY NEW(+$229.1K)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$228.9K	0.0% ($228.9K/$665.2M)	QoQ NEW(+$228.9K) YoY NEW(+$228.9K)
(cusip33735B108)✕	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$228.5K	0.0% ($228.5K/$665.2M)	QoQ -5.82% (-$14.1K) YoY -3.87% (-$9.2K)
SMITH & NEPHEW PLC(SNNcusip83175M205)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$228.1K	0.0% ($228.1K/$665.2M)	QoQ NEW(+$228.1K) YoY NEW(+$228.1K)
TotalEnergies SE(TTEcusip89151E109)	3.5K	QoQ NEW(+3.5K) YoY -12.58% (-502)	All Managers (Combined)	$225.6K	0.0% ($225.6K/$665.2M)	QoQ NEW(+$225.6K) YoY -17.83% (-$49.0K)
KB Financial Group Inc.(KBcusip48241A105)	4.2K	QoQ 0.00% (-0) YoY -39.99% (-2.8K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$665.2M)	QoQ -4.90% (-$11.6K) YoY -37.64% (-$136.0K)
COMERICA INC /NEW/(CMAcusip200340107)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$224.1K	0.0% ($224.1K/$665.2M)	QoQ NEW(+$224.1K) YoY NEW(+$224.1K)
ONEOK INC /NEW/(OKEcusip682680103)	2.2K	QoQ +2.98% (+65) YoY -11.97% (-305)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$665.2M)	QoQ +1.77% (+$3.9K) YoY +8.94% (-$18.3K)
(cusip45782C425)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$665.2M)	QoQ NEW(+$220.6K) YoY NEW(+$220.6K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	1.3K	QoQ +1.03% (+13) YoY -65.21% (-2.4K)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$665.2M)	QoQ +8.84% (+$17.9K) YoY -61.43% (-$350.4K)
Evercore Inc.(EVRcusip29977A105)	1.1K	QoQ +3.68% (-39) YoY -10.00% (-122)	All Managers (Combined)	$219.3K	0.0% ($219.3K/$665.2M)	QoQ -25.29% (-$74.3K) YoY -6.66% (-$15.7K)
ARGENX SE(ARGXcusip04016X101)	370	QoQ -2.37% (-9) YoY NEW(+370)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$665.2M)	QoQ -6.04% (-$14.1K) YoY NEW(+$219.0K)
SHOPIFY INC.(SHOPcusip82509L107)	2.3K	QoQ +0.96% (-22) YoY -43.82% (-1.8K)	All Managers (Combined)	$218.8K	0.0% ($218.8K/$665.2M)	QoQ -9.33% (-$22.5K) YoY -30.49% (-$96.0K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	4.4K	QoQ NEW(+4.4K) YoY -12.49% (-632)	All Managers (Combined)	$218.6K	0.0% ($218.6K/$665.2M)	QoQ NEW(+$218.6K) YoY -33.53% (-$110.3K)
GARMIN LTD(GRMNcusipH2906T109)	1.0K	QoQ +1.92% (+19) YoY -41.64% (-718)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$665.2M)	QoQ +7.29% (+$14.9K) YoY -14.89% (-$38.2K)
GARTNER INC(ITcusip366651107)	518	QoQ -0.76% (-4) YoY -23.93% (-163)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$665.2M)	QoQ -14.02% (-$35.5K) YoY -33.02% (-$107.2K)