Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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. Latest Top 20 Portfolio Holdings: (Filing Date: 2021-04-29) --- full portfolio
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%


Investing Just Like
Pinnacle Wealth Planning Services, I

Matching performance of Pinnacle Wealth Planning Services, I by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*