IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pinnacle Wealth Planning Services, Inc.

Q3 2018 Holdings

Filed 2019-02-28 | 452 holdings | $4.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Intuitive Surgical, Inc.(ISRG)Stock46120E602$2824910.0%
Charles Schwab Corp(SCHW)Stock808513105$2825,7270.0%
United Parcel Service Inc(UPS)Stock911312106$2972,5410.0%
Gildan Activewear Inc(GIL)Stock375916103$3049,9540.0%
Philip Morris Intl Inc(PM)Stock718172109$3063,7520.0%
Prudential Finl Inc(PRU)Stock744320102$3083,0350.0%
Glaxosmithkline PLC Sponsored ADRADR37733W105$3097,7000.0%
Canadian PAC RailwayltdStock13645T100$3101,4580.0%
Sumitomo Mitsui Finlgroup Inc Sponsored ADR Isin Us86562m2098(SMFG)ADR86562M209$31338,8870.0%
RED Hat! Inc.Stock756577102$3162,3200.0%
Equinix Inc COM(EQIX)REIT29444U700$3187340.0%
Nike Inc Class B(NKE)Stock654106103$3213,7820.0%
Mcdonalds Corp COM(MCD)Stock580135101$3221,9240.0%
United Technologies Corp COM(UTXZ)Stock913017109$3252,3230.0%
US Bancorp del COM New(USB)Stock902973304$3276,2050.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$3281,1280.0%
Lockheed Martin Corp(LMT)Stock539830109$3289490.0%
Diageo PLC(DGED)ADR25243Q205$3302,3240.0%
Texas Instrs Inc COM(TXN)Stock882508104$3323,0960.0%
Schlumberger LTD COM(SLB)Stock806857108$3355,4910.0%
Alpine Total Dynamicdivid FD COM SH BEN INT(XAODX)CEF00326L100$33638,2820.0%
Amgen Inc(AMGN)Stock031162100$3451,6630.0%
Altria Group Inc COM(MO)Stock02209S103$3455,7140.0%
Anthem Inc COM(ELV)Stock036752103$3561,2950.0%
HP Inc COM(HPQ)Stock40434L105$36013,9740.0%
Spdr High Yield Bond ETFETF78464A417$36310,0800.0%
Carnival PLC ADR CMN(CUK)ADR14365C103$3645,7600.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$3694,4490.0%
Oracle Corporation(ORCL)Stock68389X105$3707,1630.0%
Allianzgi NFJ Divid INT & Prem COMCEF01883A107$38329,2650.0%
Barclays PLC ADR(BCS)ADR06738E204$39243,8540.0%
Citigroup Inc(C)Stock172967424$3925,4580.0%
Celgene Corp(CELG)Stock151020104$3934,3950.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$39811,2520.0%
SAP Aktiengesellschaft ADR(SAP)ADR803054204$4153,3740.0%
Ishares Russell 2000 Growth Index(IWO)ETF464287648$4241,9710.0%
Ishares Msci Eafe Small Cap ETF(SCZ)ETF464288273$4246,8140.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$4263,6860.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4412,0590.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$4432,5000.0%
British American Tobacco(BMTA)ADR110448107$4509,6490.0%
Encana Corp COMStock292505104$45935,0300.0%
Baidu COM ADR(BIDUN)ADR056752108$4712,0610.0%
Ishares TR Russell 1000 Index ETF(IWB)ETF464287622$4732,9260.0%
Manulife Finl Corp(MFC)Stock56501R106$47926,8190.0%
Walmart Inc COM(WMT)Stock931142103$4805,1220.0%
Activision Inc(ATVIEUR)Stock00507V109$4815,7730.0%
Zoetis Inc COM CL A(ZTS)Stock98978V103$4855,2990.0%
Qualcomm Inc(QCOM)Stock747525103$4886,7750.0%
Medtronic PLC SHS(MDT)StockG5960L103$4914,9880.0%
PreviousPage 2 of 4Next