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

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Salesforce, Inc.

CRM|79466L302

Shares:2.5K

Value:$667.4K

% of Portfolio:0.1% ($667.4K/$665.2M)

DEERE & CO

DE|244199105

Shares:1.4K

Value:$667.2K

% of Portfolio:0.1% ($667.2K/$665.2M)

Zoetis Inc.

ZTS|98978V103

Shares:4.1K

Value:$667.2K

% of Portfolio:0.1% ($667.2K/$665.2M)

33740F557

Shares:25.1K

Value:$662.8K

% of Portfolio:0.1% ($662.8K/$665.2M)

CSX CORP

CSX|126408103

Shares:22.4K

Value:$658.3K

% of Portfolio:0.1% ($658.3K/$665.2M)

STARBUCKS CORP

SBUX|855244109

Shares:6.7K

Value:$653.5K

% of Portfolio:0.1% ($653.5K/$665.2M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:6.4K

Value:$649.3K

% of Portfolio:0.1% ($649.3K/$665.2M)

Phillips 66

PSX|718546104

Shares:5.2K

Value:$642.2K

% of Portfolio:0.1% ($642.2K/$665.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:798

Value:$635.3K

% of Portfolio:0.1% ($635.3K/$665.2M)

AMGEN INC

AMGN|031162100

Shares:2.0K

Value:$635.3K

% of Portfolio:0.1% ($635.3K/$665.2M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:5.7K

Value:$633.2K

% of Portfolio:0.1% ($633.2K/$665.2M)

Booking Holdings Inc.

BKNG|09857L108

Shares:137

Value:$631.1K

% of Portfolio:0.1% ($631.1K/$665.2M)

Sea Ltd

SE|81141R100

Shares:4.8K

Value:$620.0K

% of Portfolio:0.1% ($620.0K/$665.2M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:3.6K

Value:$615.8K

% of Portfolio:0.1% ($615.8K/$665.2M)

922908629

VO|922908629

Shares:2.4K

Value:$615.3K

% of Portfolio:0.1% ($615.3K/$665.2M)

922908769

VTI|922908769

Shares:2.2K

Value:$615.2K

% of Portfolio:0.1% ($615.2K/$665.2M)

BP PLC

BP|055622104

Shares:18.1K

Value:$611.0K

% of Portfolio:0.1% ($611.0K/$665.2M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.6K

Value:$608.0K

% of Portfolio:0.1% ($608.0K/$665.2M)

DANAHER CORP /DE/

DHR|235851102

Shares:2.9K

Value:$593.3K

% of Portfolio:0.1% ($593.3K/$665.2M)

STRYKER CORP

SYK|863667101

Shares:1.6K

Value:$588.5K

% of Portfolio:0.1% ($588.5K/$665.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	2.5K	QoQ +11.12% (-249) YoY -49.71% (-2.5K)	All Managers (Combined)	$667.4K	0.1% ($667.4K/$665.2M)	QoQ -10.80% (-$80.8K) YoY -55.19% (-$822.2K)
DEERE & CO(DEcusip244199105)	1.4K	QoQ +54.56% (+502) YoY -14.69% (-245)	All Managers (Combined)	$667.2K	0.1% ($667.2K/$665.2M)	QoQ +71.25% (+$277.6K) YoY -2.52% (-$17.3K)
Zoetis Inc.(ZTScusip98978V103)	4.1K	QoQ +4.16% (+162) YoY -6.33% (-274)	All Managers (Combined)	$667.2K	0.1% ($667.2K/$665.2M)	QoQ +5.26% (+$33.4K) YoY -8.85% (-$64.8K)
(cusip33740F557)✕	25.1K	QoQ 0.00% (-0) YoY NEW(+25.1K)	All Managers (Combined)	$662.8K	0.1% ($662.8K/$665.2M)	QoQ -5.63% (-$39.6K) YoY NEW(+$662.8K)
CSX CORP(CSXcusip126408103)	22.4K	QoQ -2.79% (-643) YoY +43.66% (+6.8K)	All Managers (Combined)	$658.3K	0.1% ($658.3K/$665.2M)	QoQ -11.35% (-$84.3K) YoY +14.05% (+$81.1K)
STARBUCKS CORP(SBUXcusip855244109)	6.7K	QoQ +15.53% (+896) YoY +23.20% (+1.3K)	All Managers (Combined)	$653.5K	0.1% ($653.5K/$665.2M)	QoQ +24.19% (+$127.3K) YoY +32.21% (+$159.3K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	6.4K	QoQ +2.87% (+180) YoY -23.19% (-1.9K)	All Managers (Combined)	$649.3K	0.1% ($649.3K/$665.2M)	QoQ +16.19% (+$90.5K) YoY +13.12% (-$75.3K)
Phillips 66(PSXcusip718546104)	5.2K	QoQ +0.85% (+44) YoY -10.25% (-594)	All Managers (Combined)	$642.2K	0.1% ($642.2K/$665.2M)	QoQ +9.30% (+$54.7K) YoY -32.15% (-$304.3K)
ServiceNow, Inc.(NOWcusip81762P102)	798	QoQ -0.62% (-5) YoY -34.75% (-425)	All Managers (Combined)	$635.3K	0.1% ($635.3K/$665.2M)	QoQ -25.36% (-$216.0K) YoY -31.86% (-$297.1K)
AMGEN INC(AMGNcusip031162100)	2.0K	QoQ +4.77% (+93) YoY -24.64% (-667)	All Managers (Combined)	$635.3K	0.1% ($635.3K/$665.2M)	QoQ +25.24% (+$128.0K) YoY -17.43% (-$134.1K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	5.7K	QoQ +1.36% (+76) YoY -28.34% (-2.2K)	All Managers (Combined)	$633.2K	0.1% ($633.2K/$665.2M)	QoQ +22.95% (+$118.2K) YoY +9.61% (-$55.5K)
Booking Holdings Inc.(BKNGcusip09857L108)	137	QoQ -2.14% (-3) YoY -17.96% (-30)	All Managers (Combined)	$631.1K	0.1% ($631.1K/$665.2M)	QoQ -9.26% (-$64.4K) YoY +4.17% (-$25.3K)
Sea Ltd(SEcusip81141R100)	4.8K	QoQ +3.50% (+161) YoY NEW(+4.8K)	All Managers (Combined)	$620.0K	0.1% ($620.0K/$665.2M)	QoQ +27.30% (+$133.0K) YoY NEW(+$620.0K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	3.6K	QoQ -12.88% (-528) YoY -32.79% (-1.7K)	All Managers (Combined)	$615.8K	0.1% ($615.8K/$665.2M)	QoQ +0.84% (-$5.2K) YoY -15.64% (-$114.2K)
(VOcusip922908629)	2.4K	QoQ +2.72% (+63) YoY NEW(+2.4K)	All Managers (Combined)	$615.3K	0.1% ($615.3K/$665.2M)	QoQ +0.57% (+$3.5K) YoY NEW(+$615.3K)
(VTIcusip922908769)	2.2K	QoQ +20.37% (+379) YoY NEW(+2.2K)	All Managers (Combined)	$615.2K	0.1% ($615.2K/$665.2M)	QoQ +14.13% (+$76.2K) YoY NEW(+$615.2K)
BP PLC(BPcusip055622104)	18.1K	QoQ +13.01% (+2.1K) YoY -7.57% (-1.5K)	All Managers (Combined)	$611.0K	0.1% ($611.0K/$665.2M)	QoQ +29.18% (+$138.0K) YoY -17.12% (-$126.2K)
LOWES COMPANIES INC(LOWcusip548661107)	2.6K	QoQ +1.43% (-37) YoY -41.21% (-1.8K)	All Managers (Combined)	$608.0K	0.1% ($608.0K/$665.2M)	QoQ -4.13% (-$26.2K) YoY -46.17% (-$521.7K)
DANAHER CORP /DE/(DHRcusip235851102)	2.9K	QoQ +0.34% (-10) YoY -31.47% (-1.3K)	All Managers (Combined)	$593.3K	0.1% ($593.3K/$665.2M)	QoQ -10.38% (-$68.8K) YoY -43.74% (-$461.3K)
STRYKER CORP(SYKcusip863667101)	1.6K	QoQ +2.52% (+39) YoY -20.47% (-407)	All Managers (Combined)	$588.5K	0.1% ($588.5K/$665.2M)	QoQ +6.00% (+$33.3K) YoY -17.27% (-$122.9K)