Portfolio von Pinnacle Wealth Planning Services, Inc.

Name: Portfolio von Pinnacle Wealth Planning Services, Inc.
Creator: Titelia

2447 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 43.8 % des Aktienteils

Aufteilung nach Branche

Technologie 11,5 %
Finanzen 5,6 %
Fonds 4,4 %
Zyklischer Konsum 4,2 %
Kommunikation 3,4 %
Gesundheit 3,1 %
Industrie 3,1 %
Basiskonsum 2,0 %
Energie 1,4 %
Rohstoffe 0,7 %
Versorger 0,6 %
Immobilien 0,4 %
Nicht zugeordnet 59,6 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

US 97,3 %
GB 0,6 %
TW 0,4 %
NL 0,4 %
JP 0,2 %
KR 0,2 %
IN 0,1 %
DE 0,1 %
ES 0,1 %
AU 0,1 %
DK 0,1 %
LU 0,0 %
Weitere Länder 0,3 %

Anteile berechnet auf den Aktienteil.

Rang	Land	Positionen	Wert	Anteil
1	US	2.336	895,4 Mio. $	97,31 %
2	GB	17	5,6 Mio. $	0,61 %
3	TW	3	4 Mio. $	0,44 %
4	NL	5	3,7 Mio. $	0,40 %
5	JP	6	2 Mio. $	0,21 %
6	KR	8	1,5 Mio. $	0,16 %
7	IN	5	1,2 Mio. $	0,13 %
8	DE	1	1,2 Mio. $	0,13 %
9	ES	3	976.405 $	0,11 %
10	AU	3	703.009 $	0,08 %
11	DK	2	674.570 $	0,07 %
12	LU	2	442.253 $	0,05 %

Positionen

Rang	Gesellschaft	Stücke	Wert
901	Telkom Indonesia Persero Tbk PT	3.951	73.805 $
902	NRG Energy Inc	504	73.655 $
903	PCB Bancorp	3.262	73.362 $
904	Wintrust Financial Corp	527	73.221 $
905	Materion Corp	506	73.193 $
906	FirstEnergy Corp	1.443	73.120 $
907	iShares Trust	222	72.963 $
908	Life360 Inc	1.786	72.905 $
909	United Community Banks Inc/GA	2.311	72.773 $
910	Freshpet Inc	1.233	72.698 $
911	Century Aluminum Co	1.234	72.423 $
912	ePlus Inc	961	72.315 $
913	Healthpeak Properties Inc	4.385	72.046 $
914	HNI Corp	2.156	71.989 $
915	Carpenter Technology Corp	182	71.735 $
916	Grupo Cibest SA	983	71.572 $
917	Celldex Therapeutics Inc	2.242	71.116 $
918	Oceaneering International Inc	1.995	70.763 $
919	Natera Inc	353	70.596 $
920	Strategy Inc	563	70.262 $
921	MARA Holdings Inc	8.577	69.988 $
922	Chesapeake Utilities Corp	553	69.883 $
923	Griffon Corp	960	69.773 $
924	Black Hills Corp	1.005	69.757 $
925	Xenia Hotels & Resorts Inc	4.697	69.657 $
926	Deckers Outdoor Corp	694	69.462 $
927	ASGN Inc	1.783	69.020 $
928	First Trust Exchange-Traded Fund VIII	1.221	68.990 $
929	Employers Holdings Inc	1.672	68.786 $
930	Super Micro Computer Inc	3.019	68.743 $
931	Crescent Energy Co	5.091	68.729 $
932	Fidelity National Information Services Inc	1.464	68.676 $
933	Advance Auto Parts Inc	1.299	68.522 $
934	Catalyst Pharmaceuticals Inc	2.766	68.486 $
935	Lumentum Holdings Inc	97	68.168 $
936	Mercury General Corp	772	68.052 $
937	BrightSpring Health Services Inc	1.595	67.963 $
938	Northern Oil & Gas Inc	2.308	67.463 $
939	Fair Isaac Corp	63	67.255 $
940	Unity Software Inc	3.060	67.136 $
941	Kontoor Brands Inc	954	67.057 $
942	Stepan Co	1.340	66.973 $
943	Cia de Saneamento Basico do Estado de Sao Paulo SABESP	2.192	66.863 $
944	Red Rock Resorts Inc	1.252	66.826 $
945	InterContinental Hotels Group PLC	501	66.797 $
946	Brady Corp	820	66.617 $
947	CBRE Global Real Estate Income	15.138	66.456 $
948	D-Wave Quantum Inc	4.588	66.205 $
949	Q2 Holdings Inc	1.398	66.125 $
950	Banc of California Inc	3.750	65.925 $
951	General Mills, Inc.	1.770	65.879 $
952	Nextpower Inc	546	65.820 $
953	Futu Holdings Ltd	481	65.782 $
954	UMB Financial Corp	581	65.531 $
955	Yelp Inc	2.641	65.338 $
956	BGC Group Inc	6.669	65.223 $
957	AST SpaceMobile Inc	785	65.053 $
958	Cinemark Holdings Inc	2.277	64.940 $
959	Packaging Corp of America	306	64.939 $
960	Hershey Co/The	312	64.862 $
961	Lithia Motors Inc	259	64.677 $
962	Vail Resorts Inc	502	64.417 $
963	Strategic Education Inc	775	64.294 $
964	Financial Institutions Inc	2.021	64.086 $
965	Origin Bancorp Inc	1.539	63.807 $
966	First Financial Bancorp	2.286	63.734 $
967	Pool Corp	315	63.734 $
968	Yum China Holdings Inc	1.306	63.724 $
969	Antero Resources Corp	1.497	63.533 $
970	Hub Group Inc	1.758	63.358 $
971	Cleanspark Inc	7.429	63.221 $
972	EchoStar Corp	540	63.218 $
973	Alpha Architect 1-3 Month Box	542	63.029 $
974	Dollar Tree Inc	574	62.804 $
975	Itau Unibanco Holding SA	7.472	62.615 $
976	American Water Works Co Inc	460	62.601 $
977	Golden Entertainment Inc	2.344	62.561 $
978	Select Sector Spdr Trust	1.532	62.552 $
979	Plug Power Inc	27.675	62.545 $
980	Minerals Technologies Inc	880	62.410 $
981	Vir Biotechnology Inc	6.965	62.406 $
982	Palomar Holdings Inc	522	62.379 $
983	DoorDash Inc	415	62.312 $
984	Darling Ingredients Inc	1.001	61.912 $
985	Flowserve Corp	840	61.748 $
986	Williams-Sonoma Inc	338	61.628 $
987	Limbach Holdings Inc	788	61.503 $
988	New Jersey Resources Corp	1.118	61.401 $
989	First Trust Intermediate Duration Preferred & Income Fund	3.473	61.229 $
990	Oxford Lane Capital Corp	6.257	61.193 $
991	Arhaus Inc	9.023	61.176 $
992	IonQ Inc	2.121	61.148 $
993	Cheesecake Factory Inc/The	1.116	61.101 $
994	FMC Corp	3.548	61.097 $
995	Permian Basin Royalty Trust	2.837	61.052 $
996	Hawaiian Electric Industries Inc	4.111	61.000 $
997	Vanguard Financials ETF	504	60.888 $
998	Shake Shack Inc	688	60.867 $
999	Renasant Corp	1.680	60.698 $
1.000	Apollo Commercial Real Estate Finance, Inc.	5.747	60.688 $