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
1.201	PROG Holdings Inc	1.441	41.342 $
1.202	Aegon Ltd	5.690	41.309 $
1.203	B&G Foods Inc	8.578	41.260 $
1.204	MarineMax Inc	1.524	41.239 $
1.205	CCC Intelligent Solutions Holdings Inc	6.870	41.220 $
1.206	Innovator International Developed Power Buffer ETF - October	1.174	41.149 $
1.207	Neuberger Next Generation Connectivity Fund Inc.	3.197	41.145 $
1.208	Triumph Financial Inc	689	41.106 $
1.209	DiamondRock Hospitality Co	4.383	41.069 $
1.210	Korn Ferry	646	40.666 $
1.211	Campbell's Company/The	1.808	40.264 $
1.212	iShares MSCI USA Size Factor ETF	252	40.184 $
1.213	Veralto Corp	453	40.054 $
1.214	Select Medical Holdings Corp	2.457	40.025 $
1.215	Bank of Hawaii Corp	539	40.021 $
1.216	ADMA Biologics Inc	4.436	39.968 $
1.217	Avient Corp	1.098	39.857 $
1.218	Middlesex Water Co	762	39.662 $
1.219	GLADSTONE CAPITAL CORP	2.280	39.558 $
1.220	CONMED Corp	1.114	39.391 $
1.221	Workday Inc	302	39.236 $
1.222	RXO Inc	2.668	39.006 $
1.223	EZCORP Inc	1.536	38.984 $
1.224	Northwest Natural Holding Co	732	38.957 $
1.225	AtriCure Inc	1.362	38.858 $
1.226	Vanguard Tax-Exempt Bond Index ETF	778	38.814 $
1.227	Roku Inc	410	38.794 $
1.228	HealthEquity Inc	464	38.776 $
1.229	Addus HomeCare Corp	414	38.771 $
1.230	Enact Holdings Inc	950	38.770 $
1.231	Masco Corp	642	38.758 $
1.232	Sibanye Stillwater Ltd	3.144	38.734 $
1.233	Atlanta Braves Holdings Inc	821	38.710 $
1.234	Capital Group Global Growth Equity ETF	1.158	38.642 $
1.235	Cognizant Technology Solutions Corp.	629	38.558 $
1.236	Kimco Realty Corp	1.712	38.469 $
1.237	Virtus Convertible & Income Fund	2.579	38.376 $
1.238	Unum Group	524	38.268 $
1.239	Visteon Corp	418	38.084 $
1.240	NCR Voyix Corp	6.010	38.043 $
1.241	Otis Worldwide Corp	492	37.923 $
1.242	Leidos Holdings Inc	243	37.791 $
1.243	Digi International Inc	782	37.692 $
1.244	Midland States Bancorp Inc	1.687	37.637 $
1.245	Hayward Holdings Inc	2.801	37.477 $
1.246	Regal Rexnord Corp	199	37.265 $
1.247	Vericel Corp	1.156	37.189 $
1.248	Docusign Inc	779	36.932 $
1.249	Spire Inc	407	36.850 $
1.250	IAC Inc	919	36.788 $
1.251	Gold Fields Ltd	809	36.729 $
1.252	Evercore Inc	123	36.717 $
1.253	Ciena Corp	94	36.494 $
1.254	Voyager Therapeutics Inc	9.446	36.462 $
1.255	Global X US Infrastructure Development ETF	717	36.431 $
1.256	Robert Half Inc	1.432	36.373 $
1.257	Westamerica BanCorp	697	36.349 $
1.258	Ellington Financial Inc	3.067	36.344 $
1.259	Hanmi Financial Corp	1.375	36.245 $
1.260	Veeco Instruments Inc	1.067	36.129 $
1.261	Carter Bankshares Inc	1.548	36.099 $
1.262	Extreme Networks Inc	2.391	36.056 $
1.263	Central Garden & Pet Co	1.111	36.019 $
1.264	State Street SPDR Portfolio Developed World ex-US ETF	789	36.018 $
1.265	SPDR Series Trust	1.168	35.951 $
1.266	State Street SPDR S&P Emerging Markets Small Cap ETF	543	35.903 $
1.267	Stewart Information Services Corp	583	35.901 $
1.268	Invesco Global Ex US High Yiel	1.849	35.889 $
1.269	Revvity Inc	409	35.832 $
1.270	Worthington Enterprises Inc	687	35.820 $
1.271	First Interstate BancSystem Inc	1.069	35.705 $
1.272	Harley-Davidson Inc	1.750	35.385 $
1.273	Constellation Brands Inc	236	35.325 $
1.274	AdaptHealth Corp	2.965	35.284 $
1.275	Franklin Limited Duration Income Trust	6.051	35.277 $
1.276	STAAR Surgical Co	1.886	35.268 $
1.277	Pursuit Attractions and Hospitality Inc	962	35.238 $
1.278	Brink's Co/The	340	35.234 $
1.279	Cohu Inc	1.150	35.213 $
1.280	BLACKROCK MUNIYIELD QUALITY FD INC	3.205	35.191 $
1.281	Advanced Energy Industries Inc	109	35.175 $
1.282	Marcus Corp/The	2.048	35.164 $
1.283	Snowflake Inc	232	34.990 $
1.284	F&G Annuities & Life Inc	1.378	34.891 $
1.285	Kohl's Corp	2.701	34.843 $
1.286	Rayonier Inc	1.688	34.807 $
1.287	QCR Holdings Inc	407	34.778 $
1.288	Apollo Global Management Inc	312	34.763 $
1.289	1st Source Corp	502	34.743 $
1.290	Sunstone Hotel Investors Inc	3.854	34.725 $
1.291	Kennedy-Wilson Holdings Inc	3.204	34.667 $
1.292	Inspire Medical Systems Inc	670	34.559 $
1.293	AvalonBay Communities, Inc.	211	34.467 $
1.294	Novavax Inc	4.202	34.204 $
1.295	Enviri Corp	1.741	34.158 $
1.296	Worthington Steel Inc	1.125	34.144 $
1.297	EAGLE POINT CREDIT CO	9.076	34.126 $
1.298	Matador Resources Co	540	34.117 $
1.299	Knowles Corp	1.324	34.000 $
1.300	Gibraltar Industries Inc	852	33.969 $