IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pinnacle Wealth Planning Services, Inc.

Q3 2025 Holdings

Filed 2025-11-13 | 484 holdings | $853.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Short Term Ntnl MUN BND ETF(SUB)ETF464288158$213.6K2,0000.0%
Spdr S&P International Small Cap ETF(GWX)ETF78463X871$213.6K5,3170.0%
Nucor Corp(NUE)COM670346105$213.8K1,5790.0%
Cboe Global Mkts Inc(CBOE)COM12503M108$213.9K8720.0%
F5 Inc(FFIV)COM315616102$214.0K6620.0%
Smith & Nephew Group P F Sponsored ADR 1 ADR Reps 2 ORD SHS(SNN)SPONSORED ADR83175M205$214.1K5,8990.0%
United Airlines Hldgs(UAL)COM910047109$214.8K2,2260.0%
Paychex Inc(PAYX)COM704326107$215.2K1,6980.0%
Fair Isaac Intl Corp(FICO)COM303250104$215.5K1440.0%
JBS N V F Class A(JBS)CL A SHSN4732M103$215.5K14,4350.0%
Elanco Animal Health Inc(ELAN)COM28414H103$215.7K10,7090.0%
W S F S Finl Co(WSFS)COM929328102$215.8K4,0020.0%
Nomura Holdings F Sponsored ADR 1 ADR Reps 1 ORD SHS(NMR)SPONSORED ADR65535H208$218.6K30,0670.0%
ACI Worldwide Inc COM(ACIW)COM004498101$219.1K4,1520.0%
United Parcel Srvc Class B(UPS)COM911312106$219.1K2,6240.0%
Vanguard Russell 2000 Index ETF(VTWO)ETF92206C664$219.4K2,2430.0%
Shinhan Finl Group Co F Sponsored ADR 1 ADR Reps 1 ORD SHS(SHG)SPONSORED ADR824596100$220.0K4,3670.0%
Skywest Inc(SKYW)COM830879102$220.1K2,1870.0%
MR Cooper Group Inc(07WA)COM62482R107$221.3K1,0500.0%
Jazz Pharmaceutical F(JAZZ)SHS USDG50871105$221.6K1,6810.0%
California Resources Corp COM(CRC)COM13057Q305$225.7K4,2450.0%
Tenaris S A F Sponsored ADR 1 ADR Reps 2 ORD SHS(TS)SPONSORED ADR88031M109$226.5K6,3320.0%
Western Alliance BNC(WAL)COM957638109$228.4K2,6340.0%
CAL Maine Foods Inc(CALM)COM128030202$228.7K2,4300.0%
Housing Development FI F Sponsored ADR 1 ADR Reps 3 ORD SHS(HDB)SPONSORED ADR40415F101$229.8K6,7270.0%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$230.2K4,0310.0%
Korea Elec PWR Corp F Sponsored ADR 1 ADR Reps 0.5 ORD SHS(KEP)SPONSORED ADR500631106$230.6K17,6680.0%
Marathon Digital Holdings Inc COM(MARA)COM565788106$230.8K12,6400.0%
Expedia Group Inc.(EXPE)COM30212P303$230.9K1,0800.0%
First TR Small Cap Core Alphadex ETF(FYX)ETF33734Y109$231.4K2,1230.0%
American Intl Group(AIG)COM026874784$231.5K2,9470.0%
Joby Aviation Inc(JOBY)COMMON STOCKG65163100$231.9K14,3660.0%
Wolverine World Wide(WWW)COM978097103$232.2K8,4630.0%
First Horizon Corp(FHN)COM320517105$232.2K10,2710.0%
Datadog Inc Class A(DDOG)COM23804L103$233.5K1,6400.0%
Mercadolibre Inc(MELI)COM58733R102$233.7K1000.0%
Devon Energy Corporation(DVN)COM25179M103$234.7K6,6940.0%
Sofi Technologies Inc(SOFI)COM83406F102$234.9K8,8920.0%
Wabtec(WAB)COM929740108$236.2K1,1780.0%
Rambus Inc.(RMBS)COM750917106$236.8K2,2730.0%
Raymond James Finl(RJF)COM754730109$237.7K1,3770.0%
Comerica Incorporate(CMA)COM200340107$238.0K3,4730.0%
Insulet Corp(PODD)COM45784P101$240.2K7780.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$240.7K3,6880.0%
Hubbell Inc(HUBB)COM443510607$242.3K5630.0%
Innovator US Equity Ultra Buffer ETF(UFEB)ETF45782C425$243.8K6,8120.0%
SEI Select Intl Equity(SEIE)ETF81589A700$244.1K8,0030.0%
Travelers Companies(TRV)COM89417E109$244.3K8750.0%
Acadia Pharmaceutl(ACAD)COM004225108$244.9K11,4750.0%
Wipro LTD F Sponsored ADR 1 ADR Reps 1 ORD SHS(WIT)SPONSORED ADR97651M109$245.1K93,2040.0%
PreviousPage 2 of 10Next