Pinnacle Wealth Planning Services, Inc.
Top Portfolio Positions
2,359 positions ·
$514,469,563 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ET |
Energy Transfer LP
Energy
|
3,074,597 | $59,339,722 | 11.53% | |
| AAPL |
Apple Inc.
Technology
|
92,065 | $23,365,176 | 4.54% | |
| NVDA |
Nvidia Corp
Technology
|
120,821 | $21,071,182 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
36,471 | $13,500,470 | 2.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,318 | $11,312,809 | 2.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,752 | $9,130,605 | 1.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
15,042 | $8,605,979 | 1.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
20,777 | $7,723,849 | 1.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,079 | $7,671,398 | 1.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,348 | $7,380,058 | 1.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,995 | 10,125 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $155,470 | 12,398 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $171,756 | 14,630 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $190,824 | 16,441 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $195,376 | 16,805 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $188,561 | 17,017 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $207,286 | 20,294 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $241,566 | 21,168 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $247,273 | 21,968 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $243,598 | 22,952 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $263,729 | 25,480 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $306,201 | 26,097 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $266,570 | 17,482 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $313,424 | 17,437 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $317,915 | 18,159 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $321,041 | 17,110 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $304,090 | 17,674 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $299,821 | 18,639 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $263,196 | 19,573 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $269,788 | 21,183 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $202,958 | 19,590 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||