HoldingsChannel.com
Pinnacle Wealth Planning Services Inc. Top Holdings
As of  06/30/2022, below is a summary of the Pinnacle Wealth Planning Services Inc. top holdings by largest position size, as per the latest 13f filing made by Pinnacle Wealth Planning Services Inc.. In the Pinnacle Wealth Planning Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Pinnacle Wealth Planning Services Inc. in that top holding, then the share count change between reporting periods, and finally the Pinnacle Wealth Planning Services Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANECK INVESTMENT GRADE FLOATING RATE ETF (FLTR) 2,912,280 +663,638 $62,728
     FLTR2,912,280+663,638$62,728
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 4,698,755 +334,027 $46,894
     ET4,698,755+334,027$46,894
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF (HYMB) 600,000 +600,000 $30,828
     HYMB600,000+600,000$30,828
SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) 775,833 +152,656 $27,914
     SPSM775,833+152,656$27,914
VANECK SHORT HIGH YIELD MUNI ETF (SHYD) 826,854 +826,854 $18,571
     SHYD826,854+826,854$18,571
APPLE INC 92,975 +4,777 $12,711
     AAPL92,975+4,877$12,711
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 308,230 +43,884 $11,349
     SPYV308,230+43,884$11,349
ISHARES RUSSELL 1000 VALUE ETF (IWD) 77,550 +30,000 $11,242
     IWD77,550+30,000$11,242
MICROSOFT 42,376 +2,855 $10,883
     MSFT42,376+2,955$10,883
ISHARES MSCI EAFE GROWTH INDEX ETF (EFG) 133,390 +99,311 $10,737
     EFG133,390+99,311$10,737
ISHARES MSCI EAFE ETF (EFA) 146,348 +5,376 $9,145
     EFA146,348+5,376$9,145
FORD MOTOR COMPANY 760,056 -5,880 $8,459
     F760,056-5,880$8,459
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 310,670 -32,879 $8,186
     SPAB310,670-32,879$8,186
WISDOMTREE INTERNATIONAL EQUITY FUND (DWM) 151,977 -44,601 $6,906
     DWM151,977-44,601$6,906
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 128,531 -6,184 $6,720
     SPYG128,531-6,184$6,720
ISHARES S&P SMALLCAP 600 ETF (IJR) 68,627 -28,557 $6,342
     IJR68,627-28,557$6,342
SPDR DOW JONES INDUSTRIAL ETF (DIA) 19,094 UNCH $5,878
     DIA19,094UNCH$5,878
AMAZON.COM INC 44,141 +42,002 $4,688
     AMZN44,141+42,002$4,688
FS KKR CAP CORP COM 239,015 +55,000 $4,642
     FSK239,015+55,000$4,642
SPDR PORTFOLIO S&P 500 ETF (SPLG) 100,509 +5,951 $4,457
     SPLG100,509+5,951$4,457
ONEOK INC NEW COM 75,819 +18,956 $4,208
     OKE75,819+18,956$4,208
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF (EMTL) 99,773 +14,634 $4,120
     EMTL99,773+14,634$4,120
ISHARES RUSSELL 2000 ETF (IWM) 24,119 +11,797 $4,085
     IWM24,119+10,097$4,085
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 17,604 -5,533 $3,850
     IWF17,604-5,533$3,850
SPDR S&P 500 ETF (SPY) 9,955 -35,988 $3,756
     SPY9,955-38,088$3,756
GOOGLE INC 1,637 +127 $3,567
     GOOGL1,637+127$3,567
PEPSICO INC COM 20,997 -1,015 $3,499
     PEP20,997-1,015$3,499
MCDONALDS CORP COM 13,835 -182 $3,416
     MCD13,835-182$3,416
UNITEDHEALTH GROUP 6,285 +331 $3,228
     UNH6,285+331$3,228
JOHNSON & JOHNSON COM 18,071 +864 $3,208
     JNJ18,071+864$3,208
HUNTINGTON BANCSHARES INC COM (HBAN) 254,440 +95,553 $3,061
     HBAN254,440+95,553$3,061
NVIDIA CORP 19,329 +5,289 $2,930
     NVDA19,329+5,289$2,930
ALPHABET INC CAP STK CL C 1,267 +74 $2,771
     GOOG1,267+74$2,771
TESLA MOTORS INC 4,052 +101 $2,729
     TSLA4,052+101$2,729
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP) 102,957 +25,163 $2,650
     EMLP102,957+25,163$2,650
VISA INC 13,212 +50 $2,601
     V13,212+50$2,601
ING GROEP NV ADR 252,665 +125,269 $2,506
     ING252,665+125,269$2,506
ABBVIE INC COM 15,887 +194 $2,433
     ABBV15,887+194$2,433
META PLATFORMS INC CL A 14,967 +3,051 $2,413
     FB14,967+3,051$2,413
JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF (JPHY) 54,197 +2,603 $2,364
     JPHY54,197+2,603$2,364
DIMENSIONAL U.S. EQUITY ETF (DFUS) 57,958 -2,224 $2,362
     DFUS57,958-2,224$2,362
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,345
     BRK.B8,588-1,151$2,345
PROCTER AND GAMBLE CO COM 15,916 +200 $2,289
     PG15,916+200$2,289
SPDR BLOOMBERG 1 10 YEAR TIPS ETF (TIPX) 117,042 +1,394 $2,278
     TIPX117,042+1,394$2,278
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 64,656 +6,283 $2,248
     SPEM64,656+6,283$2,248
ISHARES MSCI EAFE VALUE INDEX ETF (EFV) 51,400 +38,226 $2,231
     EFV51,400+38,226$2,231
EXXON MOBIL CORP COM 25,170 +1,798 $2,156
     XOM25,170+1,798$2,156
SHERWIN WILLIAMS CO COM 9,123 +11 $2,043
     SHW9,123+11$2,043
ISHARES S&P 500 VALUE ETF (IVE) 14,656 +9,723 $2,015
     IVE14,656+9,723$2,015
SPDR GOLD ETF (GLD) 11,755 -163 $1,980
     GLD11,755-163$1,980

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 06/30/2022: $556,622
At 03/31/2022: $548,867

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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