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Pinnacle Wealth Planning Services, Inc.

Q3 2025 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Marsh & MC Lennan Co(MRSH)COM571748102$733.5K3,6400.1%
Spotify Technology F(SPOT)SHSL8681T102$746.2K1,0690.1%
Vanguard Star FD TL Intl STK F ETF(VXUS)ETF921909768$749.7K10,2060.1%
Technology Select Sector Spdr ETF(XLK)ETF81369Y803$761.9K2,7030.1%
Welltower Inc REIT(WELL)COM95040Q104$769.4K4,3190.1%
Intercontinental EXC(ICE)COM45866F104$778.0K4,6180.1%
FT Cboe Vest Nasdaq 100 Buffer ETF(QJUN)ETF33740F557$779.6K25,0590.1%
Ishares 1-3 Year Treasry Bond ETF(SHY)ETF464287457$782.8K9,4360.1%
Verizon Communications(VZ)COM92343V104$795.6K18,1010.1%
Deere & Co(DE)COM244199105$799.3K1,7480.1%
Constellation Energy COR(CEG)COM21037T109$799.6K2,4300.1%
Ishares Msci USA MIN VOL Fctr ETF(USMV)ETF46429B697$819.9K8,6180.1%
Accenture PLC F Class A(ACN)SHS CLASS AG1151C101$844.7K3,4260.1%
Steris PLC F(STE)SHS USDG8473T100$845.3K3,4160.1%
iShares Msci Emerging Markets ETF(EEM)ETF464287234$850.7K15,9310.1%
Valero Energy Corp(VLO)COM91913Y100$851.1K4,9990.1%
Schwab US Small Cap ETF(SCHA)ETF808524607$853.0K30,5720.1%
Bank of NY Mellon Co(BK)COM064058100$853.2K7,8300.1%
Ishares Core High DV ETF(HDV)ETF46429B663$858.7K7,0130.1%
Howmet Aerospace Inc(HWM)COM443201108$872.0K4,4440.1%
Gilead Sciences Inc(GILD)COM375558103$883.5K7,9600.1%
American Express Co(AXP)COM025816109$900.2K2,7100.1%
Booking Holdings Inc(BKNG)COM09857L108$907.1K1680.1%
Alibaba Group Hldg LTD F Sponsored ADR 1 ADR Reps 8 ORD SHS(BABA)SPONSORED ADR01609W102$909.9K5,0910.1%
Service NOW Inc(NOW)COM81762P102$913.8K9930.1%
Barclays PLC F Sponsored ADR 1 ADR Reps 4 ORD SHS(BCS)SPONSORED ADR06738E204$922.6K44,6360.1%
Vanguard Small Cap ETF IV(VB)ETF922908751$932.4K3,6670.1%
Progressive Co Ohio(PGR)COM743315103$944.3K3,8240.1%
FT Cboe Vest US EQY Deep Buffer ETF(DJUL)ETF33740F698$946.1K20,2620.1%
TJX Companies Inc(TJX)COM872540109$947.5K6,5550.1%
Novo-Nordisk AS Vormal F Sponsored ADR 1 ADR Reps 1 ORD SHS(NVO)SPONSORED ADR670100205$952.2K17,1600.1%
SEA LTD F Unsponsored ADR 1 ADR Reps 1 ORD SHS(SE)SPONSORED ADR81141R100$966.6K5,4080.1%
Boeing Co(BA)COM097023105$976.2K4,5230.1%
Chevron Corp(CVX)COM166764100$982.2K6,3250.1%
Palantir Tech Inc Com CL A(PLTR)COM69608A108$993.1K5,4440.1%
Gorman Rupp Co COM(GRC)COM383082104$1.0M21,6380.1%
Spdr DOW Jones Industrial Avrg ETF(DIA)ETF78467X109$1.0M2,2100.1%
Boston Scientific Co(BSX)COM101137107$1.1M10,8390.1%
Thermo Fisher Scntfc(TMO)COM883556102$1.1M2,1970.1%
Texas Instruments(TXN)COM882508104$1.1M5,8230.1%
Schwab Fundamental US Small COM ETF(FNDA)ETF808524763$1.1M34,5340.1%
Vanguard Total Bond Market Index Fund ETF(BND)ETF921937835$1.1M14,5790.1%
Conocophillips(COP)COM20825C104$1.1M11,6060.1%
GE Vernova Inc(GEV)COM36828A101$1.1M1,8030.1%
Uber Technologies Inc(UBER)COM90353T100$1.1M11,4790.1%
Intuitive Surgical(ISRG)COM46120E602$1.2M2,6220.1%
Merck & Co. Inc.(MRK)COM58933Y105$1.2M14,0830.1%
S&P Global Inc(SPGI)COM78409V104$1.2M2,5120.1%
United States Gasoline ETF(UGA)Unit91201T102$1.2M19,0000.1%
Goldman Sachs Group(GS)COM38141G104$1.3M1,6170.2%
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