IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pinnacle Wealth Planning Services, Inc.

Q2 2020 Holdings

Filed 2020-07-27 | 488 holdings | $21.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$2804,9060.0%
Mettler Toledo Intl Incf(MTD)Stock592688105$2813490.0%
Ishares Russell 2000 Growth Index(IWO)ETF464287648$2971,4370.0%
Dominion Resources Inc(D)Stock25746U109$2983,6730.0%
IHS Markit LTD SHS(IHS)StockG47567105$2983,9360.0%
Prudential Finl Inc(PRU)Stock744320102$3034,9660.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$3056,3500.0%
BP PLC Sponsored ADR(BP)ADR055622104$30713,1570.0%
Takeda Pharma Co ADR XXX Mandatory Exchange(TAK)ADR874060205$31017,3290.0%
SBA Communications CP(SBAC)REIT78410G104$3101,0420.0%
Nextera Energy Inc COM(NEE)Stock65339F101$3161,3150.0%
Altria Group Inc COM(MO)Stock02209S103$3168,0350.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$3165,3690.0%
Intuitive Surgical, Inc.(ISRG)Stock46120E602$3185580.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$3211,5480.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$3223,0020.0%
3M Co COM(MMM)Stock88579Y101$3272,0970.0%
AIR Prods & Chems Inc COM(APD)Stock009158106$3331,3830.0%
Allianzgi Dividend INT & Prmiu COMCEF01883A107$34130,5290.0%
Union PAC Corp COM(UNP)Stock907818108$3422,0180.0%
Alpine Total Dynamicdivid FD COM SH BEN INT(XAODX)CEF00326L100$34244,4390.0%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$3488,6850.0%
Powershares Sp500 LOW Volatility ETF(SPLV)ETF46138E354$3607,2450.0%
Wells Fargo Co New COM(WFC)Stock949746101$36114,1170.0%
American Tower Corp(AMT)REIT03027X100$3621,3970.0%
A C N B Corp(ACNB)Stock000868109$36313,8630.0%
S&P Global Inc COM(SPGI)Stock78409V104$3721,1280.0%
British American Tobacco(BMTA)ADR110448107$3729,5640.0%
Ishares Trust Russell 3000 Index FD(IWV)ETF464287689$3792,1050.0%
Caterpillar Inc del COM(CAT)Stock149123101$3893,0780.0%
Linde PLC SHS(LIN)StockG5494J103$3931,8570.0%
Powershares Emerging Mkts Sovereign Debt(PCY)ETF46138E784$39414,7150.0%
Dollar GEN Corp(DG)Stock256677105$3952,0710.0%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$3973,6350.0%
Citigroup Inc(C)Stock172967424$3997,7960.0%
ABB LTD Sponsored ADR(ABJA)ADR000375204$40217,8090.0%
Fidelity Natl Info Svcs(FIS)Stock31620M106$4043,0120.0%
Lilly ELI & Co COM(LLY)Stock532457108$4172,5410.0%
Steris Corp(STE)StockG8473T100$4182,7210.0%
CVS Health Corp COM(CVS)Stock126650100$4196,4530.0%
American Express Co COM(AXP)Stock025816109$4194,4040.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$4288,3770.0%
Philip Morris Intl Inc(PM)Stock718172109$4306,1450.0%
Astrazeneca PLC(AZN)ADR046353108$4358,2190.0%
SAP Aktiengesellschaft ADR(SAP)ADR803054204$4363,1110.0%
Oracle Corporation(ORCL)Stock68389X105$4498,1350.0%
Lockheed Martin Corp(LMT)Stock539830109$4531,2430.0%
Avago Technologies LTD(AVGO)Stock11135F101$4541,4390.0%
Canadian PAC RailwayltdStock13645T100$4551,7830.0%
United States Gasoline Fund, LP(UGA)ETF91201T102$45524,0000.0%
PreviousPage 3 of 6Next