HoldingsChannel.com
Pinnacle Wealth Planning Services Inc. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF (FLTR) 1,545,200 +188,759 $33,723
     FLTR1,545,200+188,759$33,723
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 252,670 -2,734 $7,651
     SPYV252,670-2,734$7,651
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 251,128 -59,951 $7,167
     SPAB251,128-59,951$7,167
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 180,509 +2,403 $6,717
     SPYG180,509+2,403$6,717
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 121,244 +633 $4,029
     SPLG121,244+633$4,029
ISHARES MSCI EAFE ETF (EFA) 52,896 -127,019 $3,431
     EFA52,896-127,019$3,431
WISDOMTREE INTERNATIONAL EQUITY FUND (DWM) 65,026 -15,601 $3,292
     DWM65,026-15,601$3,292
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 107,882 -10,156 $3,262
     SPSM107,882-10,156$3,262
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 19,362 -1,515 $2,931
     IWF19,362-1,515$2,931
ISHARES RUSSELL 1000 VALUE ETF (IWD) 19,257 +486 $2,378
     IWD19,257+486$2,378
JPMORGAN DISCIPLINED HIGH YIELD ETF (JPHY) 47,103 -28,559 $2,373
     JPHY47,103-28,559$2,373
MICROSOFT 17,973 -3,387 $2,120
     MSFT17,973-3,387$2,120
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF (EMTL) 40,672 -3,729 $2,021
     EMTL40,672-3,729$2,021
VANGUARD FTSE ALL WORLD EX US INDEX FUND (VEU) 30,611 -1,172 $1,535
     VEU30,611-1,172$1,535
VISA INC 9,820 -2,012 $1,534
     V9,820-2,012$1,534
ISHARES S&P SMALLCAP 600 ETF (IJR) 19,390 -432 $1,496
     IJR19,390-432$1,496
APPLE INC 7,657 -599 $1,455
     AAPL7,657-599$1,455
SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF (GWX) 47,225 +8,900 $1,432
     GWX47,225+8,900$1,432
AMAZON.COM INC 761 -118 $1,356
     AMZN761-118$1,356
ISHARES S&P 500 INDEX (IVV) 4,598 -708 $1,308
     IVV4,598-708$1,308
SPDR HIGH YIELD BOND ETF (JNK) 33,490 +427 $1,205
     JNK33,490+427$1,205
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP) 45,567 +3,289 $1,126
     EMLP45,567+3,289$1,126
HIGHLAND FLOATNG RATE OPPRT II SHS BEN INT 79,164 UNCH $1,100
     HFRO79,164UNCH$1,100
GOOGLE INC 857 -172 $1,009
     GOOGL857-172$1,009
PAYPAL HLDGS INC COM 9,393 -3,706 $975
     PYPL9,393-3,706$975
CISCO SYS INC 17,881 -3,122 $966
     CSCO17,881-3,122$966
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 16,003 -133 $919
     SCZ16,003-133$919
JOHNSON & JOHNSON COM 6,530 -1,118 $913
     JNJ6,530-1,118$913
MASTERCARD INC 3,868 -1,416 $911
     MA3,868-1,416$911
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 5,759 -646 $906
     IWB5,759-646$906
SPDR SER TR LEHMAN 1 3 MONTH T BILL ETF (BIL) 9,655 UNCH $884
     BIL9,655UNCH$884
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 24,706 +675 $884
     SPEM24,706+675$884
PROCTER AND GAMBLE CO COM 8,109 -1,500 $844
     PG8,109-1,500$844
ISHARES RUSSELL 2000 ETF (IWM) 5,043 -22,033 $772
     IWM5,043-22,033$772
ISHARES AGGREGATE BOND ETF (AGG) 7,055 -6,451 $770
     AGG7,055-6,451$770
ALPHABET INC CAP STK CL C 591 -167 $693
     GOOG591-167$693
CHEVRON CORP NEW COM 5,494 +536 $677
     CVX5,494+536$677
SPDR BLOOMBERG BARCLAYS 1 10 YEAR TIPS ETF (TIPX) 35,034 -1,128 $677
     TIPX35,034-1,128$677
PFIZER INC COM 15,671 -3,825 $666
     PFE15,671-3,825$666
AT&T INC COM 21,219 +2,460 $666
     T21,219+2,460$666
WELLS FARGO CO NEW COM 13,260 +3,418 $640
     WFC13,260+3,418$640
INTEL CORP COM 11,847 -2,485 $636
     INTC11,847-2,485$636
JPMORGAN CHASE & CO COM 6,251 -1,330 $633
     JPM6,251-1,330$633
FACEBOOK INC CL A 3,790 -849 $632
     FB3,790-849$632
HOME DEPOT 3,284 -40 $630
     HD3,284-40$630
POWERSHARES EMERGING MKTS SOVEREIGN DEBT (PCY) 22,412 -1,271 $627
     PCY22,412-1,271$627
BLACKROCK INTL GROWTH TR 105,776 +6,283 $589
     BGY105,776+6,283$589
ACCENTURE LTD BERMUDA CL A 3,288 +3,288 $578
     ACN3,288+3,288$578
ISHARES MSCI EMERGING MARKETS ETF (EEM) 13,193 +290 $567
     EEM13,193+290$567
COCA COLA CO COM 11,815 -3,576 $554
     KO11,815-3,576$554

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 03/31/2019: $148,988
At 12/31/2018: $156,276

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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