Pinnacle-Wealth-Planning-Services

Filing Details

13F-HR2025-03-31
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
Manager Name
Pinnacle-Wealth-Planning-Services
Data Enrichment
88% identified
353 identified46 unidentified

Holdings

399 positions • $665.2M total value
Manager:
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464287200
Shares:8.0K
Value:$4.5M
% of Portfolio:0.7% ($4.5M/$665.2M)
46641Q878
Shares:97.6K
Value:$4.5M
% of Portfolio:0.7% ($4.5M/$665.2M)
Alphabet Inc.
Shares:28.7K
Value:$4.4M
% of Portfolio:0.7% ($4.4M/$665.2M)
Tesla, Inc.
Shares:17.1K
Value:$4.4M
% of Portfolio:0.7% ($4.4M/$665.2M)
464287226
Shares:43.8K
Value:$4.3M
% of Portfolio:0.7% ($4.3M/$665.2M)
78468R861
Shares:225.2K
Value:$4.3M
% of Portfolio:0.6% ($4.3M/$665.2M)
VISA INC.
Shares:12.1K
Value:$4.2M
% of Portfolio:0.6% ($4.2M/$665.2M)
JPMORGAN CHASE & CO
Shares:16.3K
Value:$4.0M
% of Portfolio:0.6% ($4.0M/$665.2M)
464287614
Shares:9.9K
Value:$3.6M
% of Portfolio:0.5% ($3.6M/$665.2M)
78463X509
Shares:89.3K
Value:$3.5M
% of Portfolio:0.5% ($3.5M/$665.2M)
MCDONALDS CORP
Shares:9.4K
Value:$2.9M
% of Portfolio:0.4% ($2.9M/$665.2M)
Broadcom Inc.
Shares:16.9K
Value:$2.8M
% of Portfolio:0.4% ($2.8M/$665.2M)
25434V401
Shares:46.1K
Value:$2.8M
% of Portfolio:0.4% ($2.8M/$665.2M)
PROCTER & GAMBLE Co
Shares:16.0K
Value:$2.7M
% of Portfolio:0.4% ($2.7M/$665.2M)
EXXON MOBIL CORP
Shares:22.9K
Value:$2.7M
% of Portfolio:0.4% ($2.7M/$665.2M)
Alphabet Inc.
Shares:17.4K
Value:$2.7M
% of Portfolio:0.4% ($2.7M/$665.2M)
ELI LILLY & Co
Shares:3.3K
Value:$2.7M
% of Portfolio:0.4% ($2.7M/$665.2M)
464287655
Shares:13.3K
Value:$2.7M
% of Portfolio:0.4% ($2.7M/$665.2M)
AbbVie Inc.
Shares:12.2K
Value:$2.6M
% of Portfolio:0.4% ($2.6M/$665.2M)
464287804
Shares:24.2K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$665.2M)