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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97717W703
Shares:22.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$665.2M)
ASML HOLDING NV
Shares:1.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$665.2M)
Philip Morris International Inc.
Shares:7.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
QUALCOMM INC/DE
Shares:8.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
SPDR GOLD TRUST
Shares:4.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
91201T102
Shares:19.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
COCA COLA CO
Shares:17.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
Merck & Co., Inc.
Shares:13.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
WELLS FARGO & COMPANY/MN
Shares:16.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
AT&T INC.
Shares:41.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
CONOCOPHILLIPS
Shares:11.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
S&P Global Inc.
Shares:2.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$665.2M)
Accenture plc
Shares:3.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)
INTUIT INC.
Shares:1.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)
LINDE PLC
Shares:2.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)
464288513
Shares:14.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)
PROGRESSIVE CORP/OH/
Shares:3.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)
ORACLE CORP
Shares:7.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)
CISCO SYSTEMS, INC.
Shares:17.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)
INTUITIVE SURGICAL INC
Shares:2.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$665.2M)