StockDriftsStockDriftsTop 50 Pinnacle Wealth Planning Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLTR | VANECK ETF TRUST | 10.58% | 4.02M | $102.4M | -0.56%(-22.66K) | $25.12(+1.66%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 9.34% | 1.87M | $90.4M | +3.40%(+61.54K) | $39.22(+45.20%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 6.13% | 3.07M | $59.3M | -19.84%(-760.99K) | $8.69(+122.34%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.62% | 620.1K | $35.1M | +5.60%(+32.91K) | $39.38(+56.51%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 2.54% | 958.0K | $24.5M | +1.08%(+10.19K) | $26.68(-4.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.41% | 92.1K | $23.4M | -0.92%(-857) | $117.08(+163.60%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.18% | 120.8K | $21.1M | +0.15%(+184) | $43.37(+349.21%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 1.97% | 194.4K | $19.0M | +5.16%(+9.54K) | $51.10(+129.37%) | 2026-03-31 | |
| EFV | ISHARES TR | 1.45% | 189.0K | $14.1M | +7.21%(+12.71K) | $50.96(+52.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.39% | 36.5K | $13.5M | -5.58%(-2.16K) | $210.79(+85.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.74% |
| Top 20 Holdings Unweighted | +17.55% | +62.44% |
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