Pinnacle Wealth Planning Services, Inc.

CIK

1726752

City

MANSFIELD

State / Country

OH

Stock

PFD — Flaherty & Crumrine Preferred & Income Fund 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 PFD

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$35,610	3,000	-80.6%	Shares	Sole	2026-02-13
2023-06-30	$152,830	15,500	0.0%	Shares	Sole	2023-08-07
2023-03-31	$164,455	15,500	-44.6%	Shares	Sole	2023-05-03
2022-12-31	$311,080	28,000	0.0%	Shares	Sole	2023-02-13
2022-09-30	$297,080	28,000	0.0%	Shares	Sole	2022-11-09
2022-06-30	$351,400	28,000	0.0%	Shares	Sole	2022-08-03
2022-03-31	$388,080	28,000	0.0%	Shares	Sole	2022-04-20
2021-12-31	$490,000	28,000	0.0%	Shares	Sole	2022-01-21
2021-09-30	$441,280	28,000	0.0%	Shares	Sole	2021-10-29
2021-06-30	$467,600	28,000	+21.7%	Shares	Sole	2021-08-02
2021-03-31	$407,560	23,000	+27.8%	Shares	Sole	2021-04-29
2020-12-31	$341,100	18,000	0.0%	Shares	Sole	2021-02-12
2020-09-30	$297,180	18,000	+38.5%	Shares	Sole	2020-11-03
2020-06-30	$188,760	13,000	—	Shares	Sole	2020-07-27
No 13F history on record for this holder in this stock.