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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Pinnacle Wealth Planning Services, Inc. INSTITUTION : Pinnacle Wealth Planning Services, Inc.
Pinnacle Wealth Planning Services, Inc. Portfolio (reported on 2021-04-29)
Company (links to holding history) Ticker Value On
2021-03-31
No of Shares % of portfolio
VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF    (ETF) 44,971,000 2,354,844 11.53%
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP    (Stock) ETE 26,936,000 3,507,298 6.90%
CLEARWATER PAPER CORP COM    (Stock) CLW 9,923,000 263,760 2.54%
ISHARES AGGREGATE BOND ETF    (ETF) AGG 9,881,000 86,800 2.53%
SPDR PORTFOLIO AGGREGATE BOND ETF    (ETF) LAG 9,356,000 315,540 2.39%
APPLE INC    (Stock) AAPL 8,977,000 73,492 2.30%
SPDR PORTFOLIO S&P 500 VALUE ETF    (ETF) ELV 8,613,000 246,524 2.20%
WISDOMTREE INTERNATIONAL EQUITY FUND    (ETF) DWM 8,607,000 169,378 2.20%
SPDR PORTFOLIO S&P 600 SMALL CAP ETF    (ETF) TWOK 8,603,000 208,907 2.20%
ONEOK INC NEW COM    (Stock) OKE 8,438,000 166,555 2.16%
MICROSOFT    (Stock) MSFT 8,299,000 35,199 2.12%
SPDR PORTFOLIO S&P 500 GROWTH ETF    (ETF) ELG 7,561,000 148,081 1.93%
SPDR DOW JONES INDUSTRIAL ETF    (ETF) DIA 6,295,000 19,064 1.61%
AMAZON.COM INC    (Stock) AMZN 6,272,000 2,027 1.60%
ISHARES MSCI EAFE ETF    (ETF) EFA 5,188,000 68,370 1.33%
VISA INC    (Stock) V 5,038,000 13,662 1.29%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 4,739,000 31,269 1.21%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 4,263,000 17,542 1.09%
SPDR PORTFOLIO S&P 500 ETF    (ETF) ELR 3,919,000 91,462 1.00%
SPDR S&P 500 ETF    (ETF) SPY 3,490,000 8,808 0.89%
HIGHLAND INCOME FD HIGHLAND INCOME    (CEF) 3,454,000 311,480 0.88%
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF    (ETF) 3,415,000 67,948 0.87%
AT&T INC COM    (Stock) T 3,257,000 107,592 0.83%
FACEBOOK INC CL A    (Stock) FB 3,157,000 10,719 0.80%
FORD MOTOR COMPANY    (Stock) F 3,083,000 251,644 0.79%
ENERGY SELECT SECTOR SPDR    (ETF) XLE 3,006,000 61,271 0.77%
MCDONALDS CORP COM    (Stock) MCD 2,813,000 12,552 0.72%
GOOGLE INC    (Stock) GOOGL 2,780,000 1,348 0.71%
PEPSICO INC COM    (Stock) PEP 2,709,000 19,155 0.69%
EXXON MOBIL CORP COM    (Stock) XOM 2,451,000 43,904 0.62%
SHERWIN WILLIAMS CO COM    (Stock) SHW 2,289,000 3,102 0.58%
PAYPAL HLDGS INC COM    (Stock) PYPL 2,230,000 9,184 0.57%
JPMORGAN CHASE & CO COM    (Stock) JPM 2,210,000 14,519 0.56%
JOHNSON & JOHNSON COM    (Stock) JNJ 2,152,000 13,093 0.55%
TESLA MOTORS INC    (Stock) TSLA 2,117,000 3,169 0.54%
MASTERCARD INC    (Stock) MA 2,112,000 5,931 0.54%
ALPHABET INC CAP STK CL C    (Stock) GOOG 2,086,000 1,008 0.53%
JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF    (ETF) 2,083,000 40,408 0.53%
SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETF    (ETF) TIPX 2,029,000 98,185 0.52%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 1,990,000 7,790 0.51%
HOME DEPOT    (Stock) HD 1,965,000 6,438 0.50%
SSGA ACTIVE ETF TR BLKSTN GSOSRLN    (ETF) SRLN 1,906,000 41,656 0.48%
DISNEY WALT CO COM    (Stock) DIS 1,900,000 10,293 0.48%
ISHARES S&P 500 INDEX    (ETF) IVV 1,859,000 4,672 0.47%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 1,846,000 17,007 0.47%
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND    (ETF) EMLP 1,774,000 80,856 0.45%
UNITEDHEALTH GROUP    (Stock) UNH 1,733,000 4,659 0.44%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 1,678,000 7,592 0.43%
SPDR PORTFOLIO EMERGING MARKETS ETF    (ETF) GMM 1,646,000 37,601 0.42%
INTEL CORP COM    (Stock) INTC 1,577,000 24,646 0.40%
PROCTER AND GAMBLE CO COM    (Stock) PG 1,538,000 11,360 0.39%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD    (ADR) TSM 1,514,000 12,794 0.38%
NVIDIA CORP    (Stock) NVDA 1,468,000 2,751 0.37%
ABBVIE INC COM    (Stock) ABBV 1,460,000 13,493 0.37%
CISCO SYS INC    (Stock) CSCO 1,454,000 28,120 0.37%
BK OF AMERICA CORP COM    (Stock) BAC 1,410,000 36,432 0.36%
ASML HOLDING N V N Y REGISTRY SHS    (ADR) ASML 1,406,000 2,277 0.36%
GALLAGHER ARTHUR J &CO    (Stock) AJG 1,391,000 11,147 0.35%
ADOBE SYS INC    (Stock) ADBE 1,260,000 2,652 0.32%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 1,239,000 2,716 0.31%
COMCAST CORP NEW CL A    (Stock) CMCSA 1,234,000 22,818 0.31%
ABBOTT LABS COM    (Stock) ABT 1,220,000 10,179 0.31%
ACCENTURE LTD BERMUDA CL A    (Stock) ACN 1,218,000 4,409 0.31%
SPDR GOLD ETF    (ETF) GLD 1,104,000 6,902 0.28%
COCA COLA CO COM    (Stock) KO 1,065,000 20,208 0.27%
VERIZON COMMUNICATIONS    (Stock) VZ 1,059,000 18,215 0.27%
TEXAS INSTRS INC COM    (Stock) TXN 1,050,000 5,558 0.26%
MEDTRONIC PLC SHS    (Stock) MDT 956,000 8,090 0.24%
CHEVRON CORP NEW COM    (Stock) CVX 933,000 8,902 0.23%
WALMART INC COM    (Stock) WMT 901,000 6,634 0.23%
SALESFORCE COM    (Stock) CRM 893,000 4,218 0.22%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 892,000 3,934 0.22%
NIKE INC CLASS B    (Stock) NKE 892,000 6,711 0.22%
PFIZER INC COM    (Stock) PFE 862,000 23,792 0.22%
ZOETIS INC COM CL A    (Stock) ZTS 839,000 5,333 0.21%
DANAHER CORP    (Stock) DHR 826,000 3,670 0.21%
INTUIT INC    (Stock) INTU 822,000 2,146 0.21%
HONEYWELL INTL INC    (Stock) HON 821,000 3,784 0.21%
NETFLIX COM INC    (Stock) NFLX 818,000 1,567 0.20%
WELLS FARGO CO NEW COM    (Stock) WFC 814,000 20,833 0.20%
INTERCONTINENTALEXCHINTL    (Stock) ICE 813,000 7,279 0.20%
QUALCOMM INC    (Stock) QCOM 795,000 5,994 0.20%
UNITED PARCEL SERVICE INC    (Stock) UPS 777,000 4,569 0.19%
CATERPILLAR INC COM    (Stock) CAT 776,000 3,347 0.19%
BLACKROCK INC    (Stock) BLK 774,000 1,027 0.19%
AMGEN INC    (Stock) AMGN 761,000 3,059 0.19%
AVAGO TECHNOLOGIES LTD    (Stock) 759,000 1,636 0.19%
UNITED STATES GASOLINE FUND, LP    (ETF) UGA 756,000 24,000 0.19%
ACTIVISION INC    (Stock) ATVI 752,000 8,080 0.19%
ISHARES MSCI EAFE SMALL CAP ETF    (ETF) SCZ 722,000 10,048 0.18%
NOVARTIS AG ADR    (ADR) NVS 712,000 8,327 0.18%
CANADIAN PAC RAILWAYLTD    (Stock) CP 693,000 1,828 0.17%
LOWES COS INC COM    (Stock) LOW 678,000 3,566 0.17%
GORMAN RUPP CO COM    (Stock) GRC 656,000 19,822 0.16%
CITIGROUP INC    (Stock) C 646,000 8,886 0.16%
PHILLIPS 66    (Stock) PSX 645,000 7,919 0.16%
NORDSON CORP    (Stock) NDSN 640,000 3,220 0.16%
PHILIP MORRIS INTL INC    (Stock) PM 631,000 7,105 0.16%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 626,000 8,103 0.16%
AMERICAN EXPRESS CO COM    (Stock) AXP 607,000 4,295 0.15%
ORACLE CORPORATION    (Stock) ORCL 598,000 8,524 0.15%
FIDELITY NATL INFO SVCS    (Stock) FIS 585,000 4,163 0.15%
YUM! BRANDS INC    (Stock) YUM 584,000 5,397 0.14%
PROLOGIS SHARE BENEFICIAL INT    (REIT) PLD 583,000 5,496 0.14%
SHOPIFY INC CL A    (Stock) 582,000 526 0.14%
SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF    (ETF) GWX 576,000 15,400 0.14%
ISHARES TR RUSSELL 1000 INDEX ETF    (ETF) IWB 575,000 2,569 0.14%
MERCK & CO INC    (Stock) MRK 572,000 7,425 0.14%
COSTCO WHOLESALE CORP    (Stock) COST 572,000 1,621 0.14%
MARATHON PETE CORP    (Stock) MPC 566,000 10,571 0.14%
HP INC COM    (Stock) HPQ 557,000 17,552 0.14%
SAP AKTIENGESELLSCHAFT ADR    (ADR) SAP 557,000 4,535 0.14%
BOEING CO COM    (Stock) BA 556,000 2,185 0.14%
FLAHERTY & CRUMRINE / CLAYMORE PFD SECS    (CEF) FFC 551,000 23,500 0.14%
CONOCOPHILLIPS COM    (Stock) COP 547,000 10,328 0.14%
UNILEVER PLC SPON ADR NEW    (ADR) UL 542,000 9,698 0.13%
PRUDENTIAL FINL INC    (Stock) PRU 538,000 5,905 0.13%
CROWN CASTLE INTL CORP    (REIT) CCI 537,000 3,120 0.13%
TOTAL SA ADR    (ADR) TOT 534,000 11,490 0.13%
US BANCORP DEL COM NEW    (Stock) USB 527,000 9,527 0.13%
CVS HEALTH CORP COM    (Stock) CVS 522,000 6,947 0.13%
UNION PAC CORP COM    (Stock) UNP 520,000 2,361 0.13%
MONDELEZ INTL INC CL A    (Stock) MDLZ 518,000 8,860 0.13%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 507,000 8,031 0.13%
LILLY ELI & CO COM    (Stock) LLY 506,000 2,711 0.12%
LINDE PLC SHS    (Stock) 505,000 1,801 0.12%
GENERAL MOTORS CORP    (Stock) GM 499,000 8,675 0.12%
APPLIED MATLS INC COM    (Stock) AMAT 492,000 3,683 0.12%
ALCON AG ORD SHS    (Stock) 492,000 7,017 0.12%
SANOFI SA    (ADR) SNY 484,000 9,779 0.12%
NXP SEMICONDUCTORS NV COM    (Stock) NXPI 481,000 2,385 0.12%
PNC FINL SVCS GROUP INC COM    (Stock) PNC 480,000 2,739 0.12%
TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE    (ADR) TKPYY 472,000 25,866 0.12%
ING GROEP NV ADR    (ADR) ING 464,000 37,978 0.11%
BARCLAYS PLC ADR    (ADR) BCS 459,000 44,843 0.11%
HDFC BK LTD ADR REPSTG 3 SHS    (ADR) HDB 448,000 5,760 0.11%
INTL BUSINESS MACHINES    (Stock) IBM 447,000 3,355 0.11%
BRITISH AMERICAN TOBACCO    (ADR) BTI 447,000 11,534 0.11%
ALTRIA GROUP INC COM    (Stock) MO 443,000 8,652 0.11%
MERCADOLIBRE INC    (Stock) MELI 442,000 300 0.11%
SERVICE NOW INC    (Stock) NOW 440,000 879 0.11%
ASTRAZENECA PLC- SPONS ADR    (ADR) AZN 438,000 8,806 0.11%
GILEAD SCIENCES INC    (Stock) GILD 438,000 6,789 0.11%
3M CO COM    (Stock) MMM 437,000 2,270 0.11%
GENERAL ELECTRIC CO COM    (Stock) GE 437,000 33,262 0.11%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 437,000 8,194 0.11%
LOCKHEED MARTIN CORP    (Stock) LMT 436,000 1,180 0.11%
RESMED INC    (Stock) RMD 434,000 2,237 0.11%
PRICELINE.COM INC    (Stock) 433,000 186 0.11%
STARBUCKS CORP    (Stock) SBUX 430,000 3,933 0.11%
TARGET CORP COM    (Stock) TGT 425,000 2,144 0.10%
DEERE & CO COM    (Stock) DE 425,000 1,137 0.10%
BP PLC SPONSORED ADR    (ADR) BP 424,000 17,373 0.10%
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 423,000 3,885 0.10%
ANTHEM INC COM    (Stock) ANTM 423,000 1,178 0.10%
NEXTERA ENERGY INC COM    (Stock) NEE 421,000 5,566 0.10%
TRUIST FINL CORP COM    (Stock) 414,000 7,105 0.10%
INVESCO CEF INCOME COMPOSITE ETF    (ETF) 414,000 17,800 0.10%
S&P GLOBAL INC COM    (Stock) SPGI 410,000 1,163 0.10%
FLAHERTY & CRUMRINE PFD INCOME COM    (CEF) PFD 408,000 23,000 0.10%
METLIFE INC COM    (Stock) MET 407,000 6,692 0.10%
BLACKROCK INTL GROWTH TR    (CEF) BGY 406,000 66,891 0.10%
METTLER TOLEDO INTL INCF    (Stock) MTD 405,000 350 0.10%
EMERSON ELEC CO COM    (Stock) EMR 403,000 4,458 0.10%
MARSH & MCLENNAN COS INC COM    (Stock) MMC 402,000 3,302 0.10%
VALERO ENERGY CORP    (Stock) VLO 397,000 5,546 0.10%
ALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT    (CEF) 395,000 41,443 0.10%
CHARLES SCHWAB CORP    (Stock) SCHW 391,000 6,004 0.10%
VIRTUS DIVIDEND INTEREST & PR COM    (CEF) 389,000 28,204 0.09%
IHS MARKIT LTD SHS    (Stock) 386,000 3,985 0.09%
DOLLAR GEN CORP    (Stock) DG 384,000 1,895 0.09%
INTUITIVE SURGICAL, INC.    (Stock) ISRG 384,000 520 0.09%
YUM CHINA HLDGS INC COM    (Stock) 380,000 6,416 0.09%
ISHARES RUSSELL 2000 GROWTH INDEX    (ETF) IWO 379,000 1,261 0.09%
PRUDENTIAL CORP PLC ADRF SPONSORED ADR    (ADR) PUK 377,000 8,821 0.09%
EQUINIX INC COM    (REIT) EQIX 372,000 547 0.09%
BANK OF NT BUTTERFIELD&SON LTD SHS NEW    (Stock) 371,000 9,717 0.09%
SOUTHERN CO COM    (Stock) SO 368,000 5,921 0.09%
ESTEE LAUDER COMPANIES INC    (Stock) EL 365,000 1,254 0.09%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 362,000 5,028 0.09%
VANGUARD FTSE ALL-WORLD EX US INDEX FUND    (ETF) VEU 362,000 5,962 0.09%
PENN NATL GAMING INC    (Stock) PENN 360,000 3,433 0.09%
AIR PRODS & CHEMS INC COM    (Stock) APD 360,000 1,282 0.09%
TYSON FOODS INC CL A    (Stock) TSN 359,000 4,826 0.09%
ISHARES TRUST RUSSELL 3000 INDEX FD    (ETF) IWV 359,000 1,514 0.09%
STERIS CORP    (Stock) 358,000 1,881 0.09%
POWERSHARES QQQ TR    (ETF) 357,000 1,118 0.09%
BLACKROCK CREDIT ALLOC INCOME TRUST    (CEF) BTZ 357,000 24,314 0.09%
LULULEMON ATHLETICA INC    (Stock) LULU 356,000 1,159 0.09%
HARTFORD FINL SVCS GROUP INC    (Stock) HIG 350,000 5,244 0.08%
CSX CORP    (Stock) CSX 348,000 3,613 0.08%
AUTODESK INC    (Stock) ADSK 344,000 1,240 0.08%
KEYCORP COM    (Stock) KEY 339,000 16,996 0.08%
ELECTRONICS ARTS    (Stock) ERTS 338,000 2,497 0.08%
ECOLAB INC COM    (Stock) ECL 338,000 1,579 0.08%
GOLDMAN SACHS GROUP INC    (Stock) GS 337,000 1,031 0.08%
TATA MOTORS LTD ADR    (ADR) TTM 337,000 16,214 0.08%
FERRARI N V COM    (Stock) RACE 335,000 1,602 0.08%
AMERICAN TOWER CORP    (REIT) AMT 335,000 1,401 0.08%
A C N B CORP    (Stock) ACNB 333,000 11,363 0.08%
1 2 Next >Full Portfolio View
Total Value As 2021-03-31: 389,935,000 SEC FILING
* Portfolios do not reflect changes after reporting
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