Pinnacle Wealth Planning Services, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Pinnacle Wealth Planning Services, Inc. | Institutional Filer | ▲ 1.07% | $968.0M | 2737 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2737)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FLTR | VANECK ETF TRUST | — | 4.0M | $102.4M | 10.58% |
| 2 | SPSM | SPDR SERIES TRUST | — | 1.9M | $90.4M | 9.34% |
| 3 | ET | Energy Transfer LP | Energy | 3.1M | $59.3M | 6.13% |
| 4 | SPYV | SPDR SERIES TRUST | — | 620K | $35.1M | 3.62% |
| 5 | SPAB | SPDR SERIES TRUST | — | 958K | $24.5M | 2.54% |
| 6 | AAPL | Apple Inc. | Technology | 92K | $23.4M | 2.41% |
| 7 | NVDA | NVIDIA Corporation | Technology | 121K | $21.1M | 2.18% |
| 8 | SPYG | SPDR SERIES TRUST | — | 194K | $19.0M | 1.97% |
| 9 | EFV | ISHARES TR | — | 189K | $14.1M | 1.45% |
| 10 | MSFT | Microsoft Corporation | Technology | 36K | $13.5M | 1.39% |
| 11 | SPYM | SPDR SERIES TRUST | — | 167K | $12.8M | 1.32% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 54K | $11.3M | 1.17% |
| 13 | EEM | ISHARES TR | — | 196K | $11.1M | 1.15% |
| 14 | EMTL | SSGA ACTIVE TR | — | 220K | $9.4M | 0.97% |
| 15 | GOOGL | Alphabet Inc. | Technology | 32K | $9.1M | 0.94% |
Showing 1 to 15 of 1000 holdings