Pinnacle Wealth Planning Services, Inc.
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Trimmed | Energy Transfer LPET | $32.29M |
| Trimmed | 92189F486 | $22.75M |
| Added | 464287234 | $12.57M |
| Trimmed | INTEL CORP | $6.92M |
| Added | 78468R853 | $6.41M |
| Added | 464287614 | $4.76M |
| Added | NIKE, Inc. | $4.35M |
| Trimmed | Sandisk Corp | $2.65M |
| New | FS KKR Capital CorpFSK | $2.47M |
| Added | 78464A649 | $2.43M |
| Added | 78464A508 | $2.40M |
| Added | Lululemon Athletica Inc | $2.30M |
| Exited | 046353108 | $1.96M |
| New | G0593M107 | $1.92M |
| Added | KLA CORP | $1.75M |
| Added | KKR & Co. Inc. | $1.69M |
| Exited | First Trust Exchange-Traded Fund VIII | $1.55M |
| Trimmed | NVIDIA Corp | $1.52M |
| Added | 464288877 | $1.47M |
| New | SPACE EXPLORATION TECHNOLOGIES CORPSPCX | $1.22M |
| Trimmed | MICROSOFT CORP | $1.19M |
| Trimmed | Valero Energy Corp | $1.17M |
| Added | 464288885 | $1.13M |
| Added | 464287465 | $1.08M |
| Added | 922908736 | $1.03M |
| Added | LOWES COMPANIES INC | $1.02M |
| Added | 922908769 | $912.9K |
| Added | 92206C409 | $912.2K |
| Added | Netflix Inc | $909.3K |
| Trimmed | Apple Inc. | $890.6K |
| Trimmed | Marvell Technology, Inc. | $866.3K |
| Added | 46429B663 | $775.0K |
| Added | Booking Holdings Inc | $759.5K |
| Added | MCDONALD'S CORP | $701.5K |
| Added | Palo Alto Networks Inc | $611.7K |
| Trimmed | Meta Platforms Inc | $604.4K |
| Added | 78464A409 | $602.9K |
| Trimmed | CATERPILLAR INC | $598.5K |
| Added | TEXAS INSTRUMENTS INC | $597.0K |
| Added | MICRON TECHNOLOGY INC | $555.2K |
| Added | 922908629 | $548.6K |
| New | 06829D107 | $546.3K |
| New | 922908744 | $538.3K |
| Added | SSGA Active Trust | $534.3K |
| Trimmed | COHERENT CORP | $530.6K |
| Trimmed | Amazon.com Inc | $529.1K |
| Added | 464287622 | $525.4K |
| Added | 464287655 | $507.8K |
| Added | Arista Networks, Inc.ANET | $486.5K |
| Trimmed | 808524771 | $484.4K |