
PINNACLE WEALTH PLANNING SERVICES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ET | 3.86M | $66.20M |
![]() | NVDA | 122K | $22.69M |
![]() | AAPL | 94K | $23.88M |
![]() | WIT | 93K | $245.13K |
![]() | INTC | 85K | $2.86M |
![]() | SAN | 68K | $717.60K |
![]() | AMZN | 56K | $12.31M |
![]() | T | 51K | $1.45M |
![]() | BAC | 51K | $2.62M |
![]() | MFG | 50K | $335.27K |
![]() | CLF | 45K | $553.87K |
![]() | BCS | 45K | $922.63K |
![]() | HBAN | 40K | $696.11K |
![]() | MSFT | 39K | $20.45M |
![]() | CSCO | 39K | $2.68M |
![]() | SMFG | 35K | $593.93K |
![]() | GOOGL | 34K | $8.26M |
![]() | WMT | 33K | $3.44M |
![]() | NMR | 30K | $218.58K |
![]() | WT | 29K | $398.61K |

Energy Transfer LP
ET
Shares Held
3.86M
Value
$66.20M

NVIDIA Corporation
NVDA
Shares Held
122K
Value
$22.69M

Apple Inc.
AAPL
Shares Held
94K
Value
$23.88M

Wipro Limited
WIT
Shares Held
93K
Value
$245.13K

Intel Corporation
INTC
Shares Held
85K
Value
$2.86M

Banco Santander, S.A.
SAN
Shares Held
68K
Value
$717.60K

Amazon.com, Inc.
AMZN
Shares Held
56K
Value
$12.31M

AT&T Inc.
T
Shares Held
51K
Value
$1.45M

Bank of America Corporation
BAC
Shares Held
51K
Value
$2.62M

Mizuho Financial Group, Inc.
MFG
Shares Held
50K
Value
$335.27K

Cleveland-Cliffs Inc.
CLF
Shares Held
45K
Value
$553.87K

Barclays PLC
BCS
Shares Held
45K
Value
$922.63K

Huntington Bancshares Incorporated
HBAN
Shares Held
40K
Value
$696.11K

Microsoft Corporation
MSFT
Shares Held
39K
Value
$20.45M

Cisco Systems, Inc.
CSCO
Shares Held
39K
Value
$2.68M

Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
35K
Value
$593.93K

Alphabet Inc.
GOOGL
Shares Held
34K
Value
$8.26M

Walmart Inc.
WMT
Shares Held
33K
Value
$3.44M

Nomura Holdings, Inc.
NMR
Shares Held
30K
Value
$218.58K

WisdomTree, Inc.
WT
Shares Held
29K
Value
$398.61K
