HoldingsChannel.com
Pinnacle Wealth Planning Services Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF (FLTR) 1,679,170 +404,808 $31,184
     FLTR1,679,170+404,808$31,184
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 230,350 +57,538 $7,961
     SPYG230,350+57,538$7,961
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 336,910 +82,471 $7,927
     SPYV336,910+82,471$7,927
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 245,278 -15,196 $7,411
     SPAB245,278-15,196$7,411
MICROSOFT 33,846 +4,956 $5,337
     MSFT33,846+4,956$5,337
APPLE INC 18,110 +3,882 $4,604
     AAPL18,110+3,882$4,604
SPDR PORTFOLIO S&P 500 ETF (SPLG) 150,204 +25,135 $4,399
     SPLG150,204+25,135$4,399
SPDR DOW JONES INDUSTRIAL ETF (DIA) 19,457 +19,457 $4,265
     DIA19,457+19,457$4,265
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 29,530 +24,468 $4,179
     IWB29,530+24,468$4,179
SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) 184,822 +28,337 $3,976
     SPSM184,822+28,337$3,976
AMAZON.COM INC 1,988 +594 $3,875
     AMZN1,988+594$3,875
ISHARES MSCI EAFE ETF (EFA) 69,941 +21,424 $3,738
     EFA69,941+21,424$3,738
SPDR S&P 500 ETF (SPY) 13,970 +14,241 $3,600
     SPY13,970+11,041$3,600
WISDOMTREE INTERNATIONAL EQUITY FUND (DWM) 83,190 +12,256 $3,284
     DWM83,190+12,256$3,284
ISHARES RUSSELL 1000 VALUE ETF (IWD) 32,964 +14,825 $3,269
     IWD32,964+14,825$3,269
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 19,487 +1,312 $2,935
     IWF19,487+1,312$2,935
ISHARES S&P SMALLCAP 600 ETF (IJR) 49,308 +30,607 $2,766
     IJR49,308+30,607$2,766
JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF (JPHY) 61,146 +3,034 $2,709
     JPHY61,146+3,034$2,709
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF (EMTL) 51,210 +1,936 $2,327
     EMTL51,210+1,936$2,327
VISA INC 13,159 +748 $2,119
     V13,159+748$2,119
HIGHLAND INCOME FD HIGHLAND INCOME 225,351 +36,500 $1,921
     HFRO225,351+36,500$1,921
GOOGLE INC 1,555 +39 $1,806
     GOOGL1,555+39$1,806
VANGUARD S&P 500 ETF (VOO) 6,850 +6,850 $1,622
     VOO6,850+6,850$1,622
FACEBOOK INC CL A 9,626 +1,754 $1,604
     FB9,626+1,754$1,604
JOHNSON & JOHNSON COM 12,233 +612 $1,603
     JNJ12,233+612$1,603
POWERSHARES QQQ TR (QQQ) 8,392 +7,274 $1,596
     QQQ8,392+7,274$1,596
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 11,971 +11,971 $1,543
     VTI11,971+11,971$1,543
PROCTER AND GAMBLE CO COM 14,011 +1,849 $1,540
     PG14,011+1,849$1,540
ISHARES S&P 500 INDEX (IVV) 5,803 +1,352 $1,498
     IVV5,803+1,352$1,498
MASTERCARD INC 6,014 +778 $1,452
     MA6,014+778$1,452
GORMAN RUPP CO COM 45,797 +40,008 $1,428
     GRC45,797+40,008$1,428
ALPHABET INC CAP STK CL C 1,219 +401 $1,417
     GOOG1,219+401$1,417
SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF (GWX) 68,812 +9,302 $1,404
     GWX68,812+9,302$1,404
JPMORGAN CHASE & CO COM 15,364 +2,368 $1,383
     JPM15,364+2,368$1,383
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,262
     BRK.B6,910+2,020$1,262
SPDR HIGH YIELD BOND ETF (JNK) 12,983 +2,184 $1,229
     JNK12,983+2,184$1,229
INTEL CORP COM 22,008 +1,601 $1,190
     INTC22,008+1,601$1,190
AT&T INC COM 38,062 +5,535 $1,108
     T38,062+5,535$1,108
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP) 68,919 +12,551 $1,038
     EMLP68,919+12,551$1,038
HOME DEPOT 5,519 +737 $1,029
     HD5,519+737$1,029
UNITEDHEALTH GROUP 3,997 +839 $996
     UNH3,997+839$996
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 38,180 +6,782 $995
     SPEM38,180+6,782$995
CISCO SYS INC 25,116 +4,361 $987
     CSCO25,116+4,361$987
ABBVIE INC COM 12,546 +140 $955
     ABBV12,546+140$955
ISHARES AGGREGATE BOND ETF (AGG) 8,286 -648 $955
     AGG8,286-648$955
SPDR BLOOMBERG BARCLAYS 1 10 YEAR TIPS ETF (TIPX) 55,566 +7,848 $955
     TIPX55,566+7,848$955
ABBOTT LABS COM 12,084 +1,400 $952
     ABT12,084+1,400$952
VERIZON COMMUNICATIONS 17,495 +1,753 $939
     VZ17,495+1,753$939
BK OF AMERICA CORP COM 41,464 +8,107 $879
     BAC41,464+8,107$879
ADOBE SYS INC 2,761 +258 $878
     ADBE2,761+258$878

See Full List: All Stocks Held By Pinnacle Wealth Planning Services Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Pinnacle Wealth Planning Services Inc.

Size ($ in 1000's)
At 03/31/2020: $210,567
At 12/31/2019: $212,599

Pinnacle Wealth Planning Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pinnacle Wealth Planning Services Inc. 13F filings. Link to 13F filings: SEC filings

Pinnacle Wealth Planning Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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