CIK 1726752
Pinnacle Wealth Planning Services, Inc.
Institutional 13F holdings & portfolio
Holdings
2,751
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 401–450 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NMR | NOMURA HLDGS INC | 29K | $100K–$500K | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 25K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 4K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 2K | $100K–$500K | SH |
| MD | PEDIATRIX MEDICAL GROUP INC | 11K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| TS | TENARIS S A | 6K | $100K–$500K | SH |
| CPNG | COUPANG INC | 10K | $100K–$500K | SH |
| CPRT | COPART INC | 6K | $100K–$500K | SH |
| EIC | EAGLE POINT INCOME COMPANY I | 21K | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| IJH | ISHARES TR | 4K | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 1K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 524 | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 9K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 2K | $100K–$500K | SH |
| FXI | ISHARES TR | 6K | $100K–$500K | SH |
| YJUN | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| DDOG | DATADOG INC | 2K | $100K–$500K | SH |
| AX | AXOS FINANCIAL INC | 3K | $100K–$500K | SH |
| UL | UNILEVER PLC | 3K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| MRP | MILLROSE PPTYS INC | 8K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 5K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 2K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 3K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| WAL | WESTERN ALLIANCE BANCORP | 3K | $100K–$500K | SH |
| FTRE | FORTREA HLDGS INC | 13K | $100K–$500K | SH |
| WSFS | WSFS FINL CORP | 4K | $100K–$500K | SH |
| PODD | INSULET CORP | 775 | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 1K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 870 | $100K–$500K | SH |
| MNRO | MONRO INC | 11K | $100K–$500K | SH |
| SW | SMURFIT WESTROCK PLC | 6K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 11K | $100K–$500K | SH |
| SUB | ISHARES TR | 2K | $100K–$500K | SH |
| AA | ALCOA CORP | 4K | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 2K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |