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Home > Institutional Investor > Pinnacle Wealth Planning Services, Inc. > Profile

Instuitional Investor - Pinnacle Wealth Planning Services, Inc.

Fund Profile
Filing Period:
Fund Name: Pinnacle Wealth Planning Services, Inc.
Portfolio Value $636,592,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Ig Floating Rate Etf
 3,778,547 $81,454,383 12.79%
2.
Energy Transfer Lp
 ET 4,364,268 $60,226,898 9.46%
3.
Spdr Portfolio S&P 600 Small Cap Etf
 1,370,091 $57,790,417 9.07%
4.
Spdr Series Trust
 452,863 $21,117,013 3.31%
5.
Apple Inc.
 AAPL 88,120 $16,965,778 2.66%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)