CEO

0001726752-18-000001.txt : 20180212 0001726752-18-000001.hdr.sgml : 20180212 20180212172945 ACCESSION NUMBER: 0001726752-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180212 DATE AS OF CHANGE: 20180212 EFFECTIVENESS DATE: 20180212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pinnacle Wealth Planning Services, Inc. CENTRAL INDEX KEY: 0001726752 IRS NUMBER: 341431326 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18382 FILM NUMBER: 18597747 BUSINESS ADDRESS: STREET 1: 6 W. 3RD STREET STREET 2: SUITE 100 CITY: MANSFIELD STATE: OH ZIP: 44902 BUSINESS PHONE: 419-526-5226 MAIL ADDRESS: STREET 1: 6 W. 3RD STREET STREET 2: SUITE 100 CITY: MANSFIELD STATE: OH ZIP: 44902 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001726752 XXXXXXXX 12-31-2017 12-31-2017 Pinnacle Wealth Planning Services, Inc.

6 W. 3RD STREET SUITE 100 MANSFIELD OH 44902

13F HOLDINGS REPORT 028-18382 N Jennifer S. Henderson CEO (419) 526-5226 Jennifer S. Henderson Mansfield OH 02-12-2018 0 258 49090 false INFORMATION TABLE 2 pwp4q17.xml AMAZON COM INC COM Stock 023135106 171 146 SH SOLE 0 0 146 AMAZON COM INC COM Stock 023135106 13 11 SH SOLE 0 0 11 PRUDENTIAL FINL INC COM Stock 744320102 98 850 SH SOLE 0 0 850 PRUDENTIAL FINL INC COM Stock 744320102 7 64 SH SOLE 0 0 64 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 718 24990 SH SOLE 0 0 24990 ANTHEM INC COM Stock 036752103 62 275 SH SOLE 0 0 275 ANTHEM INC COM Stock 036752103 5 22 SH SOLE 0 0 22 EBAY INC COM Stock 278642103 76 2004 SH SOLE 0 0 2004 EBAY INC COM Stock 278642103 31 817 SH SOLE 0 0 817 CARNIVAL PLC ADR ADR 14365C103 65 988 SH SOLE 0 0 988 CARNIVAL PLC ADR ADR 14365C103 9 140 SH SOLE 0 0 140 JOHNSON & JOHNSON COM Stock 478160104 40 283 SH SOLE 0 0 283 JOHNSON & JOHNSON COM Stock 478160104 238 1704 SH SOLE 0 0 1704 WESTERN ASSET HIGH INCM OPP FD COM CEF 95766K109 5 924 SH SOLE 0 0 924 WESTERN ASSET HIGH INCM OPP FD COM CEF 95766K109 6 1271 SH SOLE 0 0 1271 ABB LTD SPONSORED ADR ADR 000375204 15 541 SH SOLE 0 0 541 ABB LTD SPONSORED ADR ADR 000375204 103 3824 SH SOLE 0 0 3824 COSTCO WHSL CORP NEW COM Stock 22160K105 9 51 SH SOLE 0 0 51 COSTCO WHSL CORP NEW COM Stock 22160K105 72 385 SH SOLE 0 0 385 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 794 16849 SH SOLE 0 0 16849 PROCTER AND GAMBLE CO COM Stock 742718109 20 214 SH SOLE 0 0 214 PROCTER AND GAMBLE CO COM Stock 742718109 276 3000 SH SOLE 0 0 3000 COCA COLA CO COM Stock 191216100 22 480 SH SOLE 0 0 480 COCA COLA CO COM Stock 191216100 70 1531 SH SOLE 0 0 1531 UNITED PARCEL SERVICE INC CL B Stock 911312106 76 642 SH SOLE 0 0 642 UNITED PARCEL SERVICE INC CL B Stock 911312106 13 109 SH SOLE 0 0 109 BIOGEN INC COM Stock 09062X103 32 100 SH SOLE 0 0 100 BIOGEN INC COM Stock 09062X103 101 316 SH SOLE 0 0 316 INTEL CORP COM Stock 458140100 20 433 SH SOLE 0 0 433 INTEL CORP COM Stock 458140100 254 5493 SH SOLE 0 0 5493 GILDAN ACTIVEWEAR INC COM Stock 375916103 38 1186 SH SOLE 0 0 1186 GILDAN 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1989 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 2364 17556 SH SOLE 0 0 17556 HIGHLAND FLOATNG RATE OPPRT II SHS BEN INT CEF 43010E404 1221 78756 SH SOLE 0 0 78756 ISHARES S&P SMALL-CAP FUND ETF 464287804 2079 27070 SH SOLE 0 0 27070 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 244 1232 SH SOLE 0 0 1232 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 6 32 SH SOLE 0 0 32 ADOBE SYS INC COM Stock 00724F101 3 18 SH SOLE 0 0 18 ADOBE SYS INC COM Stock 00724F101 67 384 SH SOLE 0 0 384 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 315 3970 SH SOLE 0 0 3970 ALPHABET INC CAP STK CL A Stock 02079K305 212 201 SH SOLE 0 0 201 ALPHABET INC CAP STK CL A Stock 02079K305 50 47 SH SOLE 0 0 47 PIEDMONT OFFICE REALTY TR INC COM CL A REIT 720190206 234 11912 SH SOLE 0 0 11912 INTUIT COM Stock 461202103 51 322 SH SOLE 0 0 322 COMCAST CORP NEW CL A Stock 20030N101 4 107 SH SOLE 0 0 107 COMCAST CORP NEW CL A Stock 20030N101 76 1899 SH SOLE 0 0 1899 MICROSOFT CORP COM Stock 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