Pinnacle Wealth Planning Services, Inc. Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$736.2M
Holdings
532
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (532 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 501 | AJGGALLAGHER ARTHUR J &CO | 8,428 | $0 | 0.00% | |
| 502 | LLYELI LILLY & CO COM | 4,392 | $0 | 0.00% | |
| 503 | FLTRVANECK IG FLOATING RATE ETF | 3,983,701 | $0 | 0.00% | |
| 504 | NVDANVIDIA CORP | 136,196 | $0 | 0.00% | |
| 505 | AZNASTRAZENECA PLC- SPONS ADR | 19,752 | $0 | 0.00% | |
| 506 | LOWLOWES COS INC COM | 4,303 | $0 | 0.00% | |
| 507 | MAMASTERCARD INC | 5,217 | $0 | 0.00% | |
| 508 | EFAISHARES MSCI EAFE ETF | 50,121 | $0 | 0.00% | |
| 509 | PGRPROGRESSIVE CORP COM | 5,044 | $0 | 0.00% | |
| 510 | TIPXSPDR BLOOMBERG 1-10 YEAR TIPS ETF | 208,813 | $0 | 0.00% | |
| 511 | CVXCHEVRON CORP NEW COM | 7,877 | $0 | 0.00% | |
| 512 | ACNACCENTURE LTD BERMUDA CL A | 4,612 | $0 | 0.00% | |
| 513 | NDSNNORDSON CORP | 6,504 | $0 | 0.00% | |
| 514 | IBMINTL BUSINESS MACHINES | 5,408 | $0 | 0.00% | |
| 515 | TSNTYSON FOODS INC CL A | 35,538 | $0 | 0.00% | |
| 516 | DHRDANAHER CORP | 4,067 | $0 | 0.00% | |
| 517 | DAUGFT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | 35,000 | $0 | 0.00% | |
| 518 | BBHYJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | 87,391 | $0 | 0.00% | |
| 519 | CMCSACOMCAST CORP NEW CL A | 30,448 | $0 | 0.00% | |
| 520 | CSCOCISCO SYS INC | 20,192 | $0 | 0.00% | |
| 521 | GEGE AEROSPACE COM NEW | 5,339 | $0 | 0.00% | |
| 522 | SPABSPDR PORTFOLIO AGGREGATE BOND ETF | 679,419 | $0 | 0.00% | |
| 523 | —ADVENT CONV & INCOME FD RT EXP 101724 | 10,943 | $0 | 0.00% | |
| 524 | IVVISHARES S&P 500 INDEX | 8,318 | $0 | 0.00% | |
| 525 | KOCOCA COLA CO COM | 19,210 | $0 | 0.00% | |
| 526 | NVONOVO-NORDISK A/S ADR ADR CMN | 16,711 | $0 | 0.00% | |
| 527 | ETNEATON CORP PLC SHS | 3,381 | $0 | 0.00% | |
| 528 | RTXRTX CORPORATION COM | 8,606 | $0 | 0.00% | |
| 529 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 10,670 | $0 | 0.00% | |
| 530 | GOOGLGOOGLE INC | 36,425 | $0 | 0.00% | |
| 531 | INTUINTUIT INC | 2,217 | $0 | 0.00% | |
| 532 | SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | 92,274 | $0 | 0.00% |
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