IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pinnacle Wealth Planning Services, Inc.

Q4 2024 Holdings

Filed 2025-02-06 | 390 holdings | $665.5M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2025-02-27) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Pentair PLC F(PNR)SHSG7S00T104$215.8K2,1440.0%
Bill Holdings Inc(BILL)COM090043100$216.7K2,5580.0%
Oneok Inc(OKE)COM682680103$218.6K2,1770.0%
Coupang Inc Class A(CPNG)COM22266T109$224.0K10,1910.0%
Skywest Inc(SKYW)COM830879102$224.7K2,2440.0%
Iqvia Holdings Inc(IQV)COM46266C105$225.1K1,1460.0%
Raymond James Finl(RJF)COM754730109$225.4K1,4510.0%
BHP Group LTD F Sponsored ADR 1 ADR Reps 2 ORD SHS(BHP)SPONSORED ADR088606108$225.4K4,6170.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$225.6K1,1520.0%
Marathon Pete Corp(MPC)COM56585A102$225.7K1,6180.0%
3M Co(MMM)COM88579Y101$226.0K1,7510.0%
Williams Companies, Inc.(WMB)COM969457100$227.1K4,1970.0%
Hubbell Inc(HUBB)COM443510607$227.9K5440.0%
Nordstrom Inc(JWNUSD)COM655664100$228.0K9,4390.0%
Toyota Motor Corp F Sponsored ADR 1 ADR Reps 10 ORD SHS(TM)SPONSORED ADR892331307$229.3K1,1780.0%
Encompass Health Corp(EHC)COM29261A100$230.7K2,4980.0%
L3harris Technologies in(LHX)COM502431109$230.9K1,0980.0%
Affiliated Managers(AMG)COM008252108$231.2K1,2500.0%
Tenaris S A F Sponsored ADR 1 ADR Reps 2 ORD SHS(TS)SPONSORED ADR88031M109$232.3K6,1470.0%
Bank of N T Butterfiel F(NTB)SHS NEWG0772R208$232.3K6,3560.0%
Argenx SE F Unsponsored ADR 1 ADR Reps 1 ORD SHS(ARGX)SPONSORED ADR04016X101$233.1K3790.0%
First Trust Lrge Cap Core Apadex ETF(FEX)ETF33734K109$234.7K2,2500.0%
Roper Technologies(ROP)COM776696106$236.0K4540.0%
FT VST US EQY Ehnc Mdrt BUF ETF(XJUN)ETF33740U844$236.6K6,1260.0%
KB Finl Group Inc F Sponsored ADR 1 ADR Reps 1 ORD SHS(KBIA)SPONSORED ADR48241A105$236.9K4,1640.0%
Atlassian Corp Class A(TEAM)COM049468101$237.7K9770.0%
Diamondback Energy(FANG)COM25278X109$238.0K1,4530.0%
American Intl Group(AIG)COM026874784$239.5K3,2900.0%
Old Dominion Freight(ODFL)COM679580100$240.1K1,3610.0%
Shopify Inc F Class A(SHOP)COM82509L107$241.4K2,2700.0%
First Trust Mid Cap CRE Alphadex ETF(FNX)ETF33735B108$242.7K2,0970.0%
The Cigna Group(CI)COM125523100$244.5K8860.0%
Texas Pacific Land Corp(TPL)COM88262P102$245.5K2220.0%
Installed Bldg Prods(IBP)COM45780R101$245.9K1,4030.0%
Ford Motor Co(F)COM345370860$248.6K25,1070.0%
Becton Dickinson&co(BDX)COM075887109$249.1K1,0980.0%
Check PT Software F(CHKP)ORDM22465104$251.2K1,3460.0%
Banco Santander SA IAM F Sponsored ADR 1 ADR Reps 1 ORD SHS(SAN)SPONSORED ADR05964H105$251.6K55,1850.0%
Coherent Corp(COHR)COM19247G107$252.2K2,6620.0%
Gartner Inc(IT)COM366651107$252.9K5220.0%
Kinross Gold Corp F(KGC)COM496902404$253.2K27,3180.0%
Capital One FC(COF)COM14040H105$253.6K1,4220.0%
US Foods Holding Corp(USFD)COM912008109$253.7K3,7610.0%
Bristol-Myers Squibb(BMY)COM110122108$255.3K4,5140.0%
Anheuser Busch Inbev S F Sponsored ADR 1 ADR Reps 1 ORD SHS(BUD)SPONSORED ADR03524A108$255.5K5,1030.0%
Globe Life Inc(GL)COM37959E102$255.7K2,2930.0%
Fortinet Inc(FTNT)COM34959E109$255.8K2,7070.0%
Dupont de Nemours Inc IA(DD)COM26614N102$256.4K3,3620.0%
Murphy USA Inc(MUSA)COM626755102$256.4K5110.0%
Housing Development FI F Sponsored ADR 1 ADR Reps 3 ORD SHS(HDB)SPONSORED ADR40415F101$256.8K4,0220.0%
PreviousPage 2 of 8Next