Pinnacle Wealth Management Advisory
Latest statistics and disclosures from Pinnacle Wealth Management Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VTI, QUAL, VYM, MSFT, and represent 18.00% of Pinnacle Wealth Management Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: Amg, NFLX, GLRE, HELO, PEP, NVDA, BND, VEU, AMZN, XLK.
- Started 134 new stock positions in TSN, DG, FPE, BELFB, INCY, TDW, NYT, BMRN, SEI, Rev.
- Reduced shares in these 10 stocks: GIS, SPY, VTI, JEPI, GILD, DIA, VTEB, PFF, ADBE, SCHD.
- Sold out of its positions in BAC.PB, CVLT, FI, GIS, IWS, IGSB, IBIT, THRY, Toronto-Dominion Bank 0.00000pcnt, NXPI.
- Pinnacle Wealth Management Advisory Group was a net buyer of stock by $94M.
- Pinnacle Wealth Management Advisory Group has $1.5B in assets under management (AUM), dropping by 9.06%.
- Central Index Key (CIK): 0001631864
Tip: Access up to 7 years of quarterly data
Positions held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Pinnacle Wealth Management Advisory Group
Pinnacle Wealth Management Advisory Group holds 528 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Pinnacle Wealth Management Advisory Group has 528 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pinnacle Wealth Management Advisory Group Dec. 31, 2025 positions
- Download the Pinnacle Wealth Management Advisory Group December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.3 | $62M | 229k | 271.86 |
|
|
| Vanguard US Total Stock Market Etf (VTI) | 4.0 | $58M | 172k | 335.27 |
|
|
| iShares MSCI USA Quality Etf (QUAL) | 3.9 | $56M | 282k | 198.62 |
|
|
| Vanguard High Div Yield ETF Etf (VYM) | 3.0 | $44M | 305k | 143.52 |
|
|
| Microsoft Corporation (MSFT) | 2.9 | $42M | +2% | 86k | 483.62 |
|
| Vanguard Small-Cap ETF Etf (VB) | 2.8 | $41M | 158k | 257.95 |
|
|
| Invesco QQQ Trust Series I Etf (QQQ) | 2.7 | $40M | 65k | 614.31 |
|
|
| Vanguard FTSE All World Ex US Etf (VEU) | 2.5 | $36M | +3% | 495k | 73.56 |
|
| SPDR S&P 500 ETF Tr Etf (SPY) | 2.4 | $35M | -3% | 52k | 681.92 |
|
| iShares Core S&P 500 Index Fun Etf (IVV) | 2.4 | $35M | 51k | 684.95 |
|
|
| NVIDIA Corporation (NVDA) | 2.2 | $32M | +6% | 169k | 186.50 |
|
| Vanguard FTSE Developed Market Etf (VEA) | 1.9 | $27M | 439k | 62.47 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $26M | 83k | 313.00 |
|
|
| JPMorgan Equity Premium ETF Etf (JEPI) | 1.5 | $22M | -2% | 382k | 57.24 |
|
| iShares Core S&P S/C ETF Etf (IJR) | 1.5 | $21M | 178k | 120.18 |
|
|
| Broadcom (AVGO) | 1.5 | $21M | 61k | 346.10 |
|
|
| iShares Tr S&P Midcap 400 Etf (IJH) | 1.4 | $21M | 316k | 66.00 |
|
|
| Berkshire Hathaway (BRK.B) | 1.4 | $20M | 40k | 502.65 |
|
|
| Amazon (AMZN) | 1.3 | $19M | +6% | 81k | 230.82 |
|
| Johnson & Johnson (JNJ) | 1.2 | $18M | 86k | 206.95 |
|
|
| Wisdomtree Us Dividend Grow Etf (DGRW) | 1.2 | $18M | +5% | 197k | 89.43 |
|
| Vanguard Bd Index Fd Tot Mkt Etf (BND) | 1.2 | $17M | +11% | 229k | 74.07 |
|
| Schwab US DVD equity ETF Etf (SCHD) | 1.1 | $17M | -2% | 601k | 27.43 |
|
| Invesco S&P 500 Equal Weight P Etf (RSP) | 1.1 | $16M | 85k | 191.56 |
|
|
| Dimensional Us High Proftblty Etf (DUHP) | 1.0 | $15M | 398k | 38.03 |
|
|
| iShares Tr Russell 2000 Etf (IWM) | 1.0 | $15M | 61k | 246.16 |
|
|
| Dimensional International Core Etf (DFAI) | 1.0 | $15M | 392k | 38.11 |
|
|
| Wal-Mart Stores (WMT) | 1.0 | $15M | +4% | 131k | 111.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $13M | 40k | 322.22 |
|
|
| State Street DoubleLine Total Etf (TOTL) | 0.9 | $13M | +6% | 312k | 40.25 |
|
| Dimensional US S/C Value ETF Etf (DFSV) | 0.7 | $11M | 329k | 32.89 |
|
|
| First Trust DJ Internet Etf (FDN) | 0.7 | $10M | +2% | 37k | 269.18 |
|
| Facebook Inc cl a (META) | 0.7 | $9.7M | 15k | 660.09 |
|
|
| MasterCard Incorporated (MA) | 0.7 | $9.7M | +4% | 17k | 570.90 |
|
| American Express Company (AXP) | 0.6 | $9.3M | 25k | 369.95 |
|
|
| FT Vest Rising DVD Achievers T Etf (RDVI) | 0.6 | $9.0M | +6% | 342k | 26.24 |
|
| Morgan Stanley (MS) | 0.6 | $9.0M | 51k | 177.53 |
|
|
| First Trust NASDAQ Cybersecuri Etf (CIBR) | 0.6 | $8.9M | +7% | 125k | 71.45 |
|
| Procter & Gamble Company (PG) | 0.6 | $8.2M | 57k | 143.31 |
|
|
| Raytheon Technologies Corp (RTX) | 0.5 | $7.9M | 43k | 183.40 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.5 | $7.5M | +7% | 24k | 313.80 |
|
| Blackrock (BLK) | 0.5 | $7.4M | 7.0k | 1070.28 |
|
|
| iShares 7-10 Year Bond Fund Etf (IEF) | 0.5 | $7.3M | +3% | 76k | 96.16 |
|
| First Trust NASDAQ Rising Divi Etf (RDVY) | 0.5 | $7.3M | +2% | 105k | 69.47 |
|
| Vanguard FTSE Emerging Markets Etf (VWO) | 0.5 | $7.3M | 135k | 53.76 |
|
|
| Vanguard Large Cap ETF Etf (VV) | 0.5 | $7.2M | 23k | 314.80 |
|
|
| Dimensional Emerging Mkts Core Etf (DFAE) | 0.5 | $7.1M | 217k | 32.57 |
|
|
| First Trust Smid Cap Rising Di Etf (SDVY) | 0.5 | $6.7M | +8% | 176k | 38.32 |
|
| SPDR S & P Mid-Cap 400 ETF Tr Etf (MDY) | 0.4 | $6.5M | 11k | 603.26 |
|
|
| Cisco Systems (CSCO) | 0.4 | $6.5M | +4% | 84k | 77.03 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 0.4 | $6.3M | -4% | 10k | 627.15 |
|
| Home Depot (HD) | 0.4 | $6.1M | 18k | 344.09 |
|
|
| JPMorgan Hedged Equity Laddere Etf (HELO) | 0.4 | $6.0M | +52% | 90k | 66.43 |
|
| Merck & Co (MRK) | 0.4 | $5.9M | +12% | 57k | 105.26 |
|
| Tesla Motors (TSLA) | 0.4 | $5.9M | -5% | 13k | 449.72 |
|
| SPDR Dow Jones Indl Avrg ETF Etf (DIA) | 0.4 | $5.8M | -8% | 12k | 480.56 |
|
| Pepsi (PEP) | 0.4 | $5.4M | +54% | 37k | 143.52 |
|
| International Business Machines (IBM) | 0.4 | $5.1M | -4% | 17k | 296.20 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.1M | +2% | 6.0k | 862.34 |
|
| Lam Research (LRCX) | 0.4 | $5.1M | +6% | 30k | 171.18 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $5.0M | +10% | 10k | 483.68 |
|
| McDonald's Corporation (MCD) | 0.3 | $4.9M | 16k | 305.62 |
|
|
| iShares MSCI ACWI Index Fund Etf (ACWI) | 0.3 | $4.9M | -5% | 35k | 141.49 |
|
| Vanguard Tax Exempt Bond ETF Etf (VTEB) | 0.3 | $4.9M | -9% | 98k | 50.29 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $4.9M | 26k | 185.61 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $4.8M | 20k | 246.30 |
|
|
| Amg | 0.3 | $4.7M | NEW | 174k | 26.91 |
|
| Caterpillar (CAT) | 0.3 | $4.6M | +3% | 8.1k | 572.85 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $4.6M | +15% | 4.3k | 1074.68 |
|
| Amgen (AMGN) | 0.3 | $4.6M | +2% | 14k | 327.31 |
|
| Vanguard Total Intl Stock Inde Etf (VXUS) | 0.3 | $4.6M | 61k | 75.44 |
|
|
| Vanguard Mid-Cap ETF Etf (VO) | 0.3 | $4.4M | 15k | 290.22 |
|
|
| Visa (V) | 0.3 | $4.4M | 13k | 350.71 |
|
|
| Global X Robotics & Artificial Etf (BOTZ) | 0.3 | $4.4M | +11% | 121k | 36.23 |
|
| Coca-Cola Company (KO) | 0.3 | $4.3M | -2% | 62k | 69.91 |
|
| iShares Barclays 3-7 Yr Treasu Etf (IEI) | 0.3 | $4.3M | -2% | 36k | 119.35 |
|
| J P Morgan Nasdaq Eqt Prm Etf (JEPQ) | 0.3 | $4.2M | +6% | 72k | 58.12 |
|
| Bank of America Corporation (BAC) | 0.3 | $4.0M | +5% | 73k | 55.00 |
|
| Gilead Sciences (GILD) | 0.3 | $4.0M | -11% | 32k | 122.74 |
|
| Vanguard Dividend Appreciation Etf (VIG) | 0.3 | $3.9M | +16% | 18k | 219.78 |
|
| Abbvie (ABBV) | 0.3 | $3.8M | 17k | 228.49 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.3 | $3.6M | -2% | 3.0k | 1215.18 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.5M | +11% | 18k | 194.91 |
|
| iShares MSCI EAFE Small Cap In Etf (SCZ) | 0.2 | $3.3M | -2% | 42k | 77.53 |
|
| Walt Disney Company (DIS) | 0.2 | $3.3M | -2% | 29k | 113.77 |
|
| Schwab US Mid Cap ETF Etf (SCHM) | 0.2 | $3.3M | 108k | 30.07 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $3.1M | +9% | 26k | 120.34 |
|
| Cliffwater Corporate Lending F mut (CCLFX) | 0.2 | $3.1M | +2% | 295k | 10.44 |
|
| Netflix (NFLX) | 0.2 | $3.0M | +911% | 32k | 93.76 |
|
| Vanguard Interm-Term Govt Bd Etf (VGIT) | 0.2 | $3.0M | 50k | 59.93 |
|
|
| Chevron Corporation (CVX) | 0.2 | $3.0M | 20k | 152.41 |
|
|
| Southern Company (SO) | 0.2 | $3.0M | +2% | 34k | 87.20 |
|
| iShares Core MSCI Total Intl S Etf (IXUS) | 0.2 | $3.0M | 35k | 84.64 |
|
|
| Goldman Sachs (GS) | 0.2 | $2.9M | +2% | 3.3k | 878.94 |
|
| Automatic Data Processing (ADP) | 0.2 | $2.8M | -2% | 11k | 257.24 |
|
| Valero Energy Corporation (VLO) | 0.2 | $2.7M | 17k | 162.79 |
|
|
| UnitedHealth (UNH) | 0.2 | $2.7M | +11% | 8.2k | 330.09 |
|
| PNC Financial Services (PNC) | 0.2 | $2.6M | +31% | 13k | 208.72 |
|
| Applied Materials (AMAT) | 0.2 | $2.5M | 9.9k | 256.98 |
|
|
| Micron Technology (MU) | 0.2 | $2.5M | +46% | 8.7k | 285.41 |
|
| Greenlight Capital Re Ltd cl a (GLRE) | 0.2 | $2.5M | NEW | 170k | 14.58 |
|
| FT Vest Fund of Buffer ETFs Etf (BUFR) | 0.2 | $2.4M | +15% | 71k | 34.26 |
|
| Nestle Sa-Spons Adr (NSRGY) | 0.2 | $2.4M | -12% | 24k | 98.78 |
|
| Citigroup (C) | 0.2 | $2.3M | +16% | 20k | 116.69 |
|
| Qualcomm (QCOM) | 0.2 | $2.3M | +2% | 14k | 171.06 |
|
| Expedia (EXPE) | 0.2 | $2.3M | +44% | 8.2k | 283.32 |
|
| Cummins (CMI) | 0.2 | $2.3M | +2% | 4.5k | 510.45 |
|
| Palantir Technologies (PLTR) | 0.2 | $2.2M | +27% | 13k | 177.75 |
|
| Advanced Micro Devices (AMD) | 0.2 | $2.2M | 10k | 214.16 |
|
|
| State Street Technology Select Etf (XLK) | 0.1 | $2.1M | +101% | 15k | 143.97 |
|
| Nextera Energy (NEE) | 0.1 | $2.1M | +3% | 26k | 80.28 |
|
| Lowe's Companies (LOW) | 0.1 | $2.1M | 8.6k | 241.15 |
|
|
| Verizon Communications (VZ) | 0.1 | $2.1M | -2% | 51k | 40.73 |
|
| WisdomTree Bloomberg Fl Rate T Etf (USFR) | 0.1 | $1.9M | +11% | 38k | 50.32 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.8M | -17% | 5.2k | 349.99 |
|
| iShares S&P Glbl Energy Sect Etf (IXC) | 0.1 | $1.8M | 44k | 41.93 |
|
|
| W.W. Grainger (GWW) | 0.1 | $1.8M | +6% | 1.8k | 1009.08 |
|
| Vanguard Growth ETF Etf (VUG) | 0.1 | $1.8M | +17% | 3.6k | 487.87 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | +46% | 2.2k | 771.90 |
|
| General Electric (GE) | 0.1 | $1.7M | +28% | 5.5k | 308.03 |
|
| Accenture (ACN) | 0.1 | $1.7M | +50% | 6.3k | 268.32 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.7M | -8% | 20k | 84.21 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.6M | +90% | 30k | 53.94 |
|
| TJX Companies (TJX) | 0.1 | $1.6M | +61% | 11k | 153.61 |
|
| Vanguard Extended Market ETF Etf (VXF) | 0.1 | $1.6M | 7.5k | 209.12 |
|
|
| Cliffwater Enhanced Lending Fu (CELFX) | 0.1 | $1.6M | +18% | 144k | 10.81 |
|
| iShares S&P National AMT Free Etf (MUB) | 0.1 | $1.6M | +53% | 15k | 107.11 |
|
| CSX Corporation (CSX) | 0.1 | $1.6M | 43k | 36.25 |
|
|
| Pfizer (PFE) | 0.1 | $1.5M | -6% | 61k | 24.90 |
|
| iShares S&P Smallcap 600 Value Etf (IJS) | 0.1 | $1.5M | 13k | 113.72 |
|
|
| Ishares Tr Russell Midcap Etf (IWR) | 0.1 | $1.5M | 16k | 96.27 |
|
|
| Pulte (PHM) | 0.1 | $1.5M | +5% | 13k | 117.26 |
|
| SPDR Gold Trust Etf (GLD) | 0.1 | $1.5M | +42% | 3.7k | 396.31 |
|
| Philip Morris International (PM) | 0.1 | $1.4M | +24% | 9.0k | 160.40 |
|
| iShares Core MSCI Emerging Mar Etf (IEMG) | 0.1 | $1.4M | 21k | 67.22 |
|
|
| Deere & Company (DE) | 0.1 | $1.4M | 3.0k | 465.57 |
|
|
| Vanguard S&P 500 Growth ETF Etf (VOOG) | 0.1 | $1.4M | 3.2k | 444.59 |
|
|
| iShares Edge MSCI USA Momentum Etf (MTUM) | 0.1 | $1.4M | +11% | 5.5k | 250.31 |
|
| iShares Tr S&P 100 Index Etf (OEF) | 0.1 | $1.3M | 3.9k | 342.98 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.3M | +64% | 245.00 | 5355.33 |
|
| Eaton (ETN) | 0.1 | $1.3M | 4.1k | 318.51 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.3M | +12% | 1.5k | 878.96 |
|
| Schwab US Small-Cap ETF Etf (SCHA) | 0.1 | $1.3M | 46k | 28.48 |
|
|
| Capital One Financial (COF) | 0.1 | $1.3M | +88% | 5.3k | 242.36 |
|
| Boeing Company (BA) | 0.1 | $1.3M | 5.9k | 217.12 |
|
|
| iShares GSCI Commodity Indexed Etf (GSG) | 0.1 | $1.3M | 55k | 23.06 |
|
|
| At&t (T) | 0.1 | $1.2M | 50k | 24.84 |
|
|
| Market Vectors Semiconductor T Etf (SMH) | 0.1 | $1.2M | -14% | 3.4k | 360.13 |
|
| Emerson Electric (EMR) | 0.1 | $1.2M | 9.2k | 132.72 |
|
|
| Chubb (CB) | 0.1 | $1.2M | +120% | 3.9k | 312.12 |
|
| Vanguard Information Technolog Etf (VGT) | 0.1 | $1.2M | +28% | 1.6k | 753.95 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.2M | +52% | 3.6k | 336.67 |
|
| iShares Core Dividend Growth E Etf (DGRO) | 0.1 | $1.2M | 17k | 69.42 |
|
|
| FedEx Corporation (FDX) | 0.1 | $1.2M | +51% | 4.0k | 288.86 |
|
| iShares Barclays Aggregate Bon Etf (AGG) | 0.1 | $1.2M | -11% | 12k | 99.88 |
|
| Paychex (PAYX) | 0.1 | $1.2M | -8% | 10k | 112.18 |
|
| VanEck Vectors High Yld Muni I Etf (HYD) | 0.1 | $1.2M | 23k | 51.12 |
|
|
| Travelers Companies (TRV) | 0.1 | $1.1M | +13% | 3.9k | 290.06 |
|
| Servicenow (NOW) | 0.1 | $1.1M | +871% | 7.3k | 153.19 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | 12k | 93.20 |
|
|
| Arista Networks (ANET) | 0.1 | $1.1M | +67% | 8.4k | 131.03 |
|
| Marsh & McLennan Companies | 0.1 | $1.1M | +20% | 5.9k | 185.53 |
|
| Linde (LIN) | 0.1 | $1.1M | 2.5k | 426.39 |
|
|
| Ishares Phlx Semiconductor E Etf (SOXX) | 0.1 | $1.1M | +116% | 3.5k | 301.11 |
|
| Ge Vernova (GEV) | 0.1 | $1.1M | +38% | 1.6k | 653.57 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | +2% | 5.9k | 173.49 |
|
| Honeywell International (HON) | 0.1 | $1.0M | +7% | 5.2k | 195.09 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.0M | +5% | 6.2k | 162.64 |
|
| State Street Materials Select Etf (XLB) | 0.1 | $999k | +113% | 22k | 45.35 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $999k | +2% | 10k | 99.91 |
|
| Vanguard Value ETF Etf (VTV) | 0.1 | $983k | +16% | 5.1k | 190.99 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $982k | -19% | 6.1k | 160.97 |
|
| iShares Nasdaq Biotechnology I Etf (IBB) | 0.1 | $957k | +151% | 5.7k | 168.77 |
|
| McKesson Corporation (MCK) | 0.1 | $948k | +34% | 1.2k | 820.40 |
|
| Madison Square Garden Cl A (MSGS) | 0.1 | $947k | 3.7k | 258.65 |
|
|
| iShares Preferred & Inc Securi Etf (PFF) | 0.1 | $941k | -29% | 30k | 30.96 |
|
| Intuitive Surgical (ISRG) | 0.1 | $929k | +5% | 1.6k | 566.36 |
|
| First Trust Ise Cloud Computin Etf (SKYY) | 0.1 | $915k | +117% | 7.0k | 130.08 |
|
| Vanguard Intermediate-Term Cor Etf (VCIT) | 0.1 | $910k | +4% | 11k | 83.75 |
|
| Tactile Systems Technology, In (TCMD) | 0.1 | $896k | +133% | 31k | 29.00 |
|
| Waste Management (WM) | 0.1 | $891k | -3% | 4.1k | 219.71 |
|
| First Trust NASDAQ Tech Div In Etf (TDIV) | 0.1 | $887k | +45% | 9.2k | 96.84 |
|
| XTracker AI & Bigdata ETF Etf (XAIX) | 0.1 | $885k | 21k | 42.90 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $883k | 7.0k | 125.30 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $880k | 11k | 79.02 |
|
|
| Comcast Corporation (CMCSA) | 0.1 | $865k | -14% | 29k | 29.89 |
|
| Phillips 66 (PSX) | 0.1 | $853k | +90% | 6.6k | 129.04 |
|
| Airbnb (ABNB) | 0.1 | $851k | +258% | 6.3k | 135.71 |
|
| Simon Property (SPG) | 0.1 | $831k | +14% | 4.5k | 185.10 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $813k | -4% | 5.3k | 154.14 |
|
| State Street Communication Ser Etf (XLC) | 0.1 | $805k | 6.8k | 117.72 |
|
|
| PIMCO Total Return ETF Etf (BOND) | 0.1 | $795k | 8.5k | 93.07 |
|
|
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.1 | $793k | +4% | 12k | 67.13 |
|
| General Motors Company (GM) | 0.1 | $793k | +18% | 9.7k | 81.32 |
|
| New Jersey Resources Corporation (NJR) | 0.1 | $776k | -2% | 17k | 46.12 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $754k | 1.3k | 579.45 |
|
|
| Definitive Healthcare Corp (DH) | 0.1 | $746k | +100% | 260k | 2.87 |
|
| United Parcel Service (UPS) | 0.1 | $738k | +44% | 7.4k | 99.20 |
|
| State Street Industrial Select Etf (XLI) | 0.1 | $738k | +29% | 4.8k | 155.13 |
|
| 3M Company (MMM) | 0.1 | $728k | +31% | 4.5k | 160.10 |
|
| Palo Alto Networks (PANW) | 0.0 | $725k | +68% | 3.9k | 184.20 |
|
| Robo Global Robotics & Automat Etf (ROBO) | 0.0 | $719k | 10k | 69.31 |
|
|
| Wisdomtree MidCap Dividend Fun Etf (DON) | 0.0 | $716k | -5% | 14k | 51.60 |
|
| iShares MSCI EAFE Index Fund Etf (EFA) | 0.0 | $711k | +27% | 7.4k | 96.03 |
|
| Schwab US Broad Martket ETF Etf (SCHB) | 0.0 | $708k | +2% | 27k | 26.23 |
|
| Vanguard Intl Hi Div Yield Ind Etf (VYMI) | 0.0 | $704k | 7.8k | 90.00 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $699k | +51% | 6.0k | 116.09 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $693k | 2.5k | 278.92 |
|
|
| Anthem (ELV) | 0.0 | $688k | +11% | 2.0k | 350.55 |
|
| American Eagle Outfitters (AEO) | 0.0 | $687k | +142% | 26k | 26.37 |
|
| PG&E Corporation (PCG) | 0.0 | $686k | NEW | 43k | 16.07 |
|
| Coherent Corp (COHR) | 0.0 | $684k | 3.7k | 184.57 |
|
|
| Intel Corporation (INTC) | 0.0 | $676k | +36% | 18k | 36.90 |
|
| AmerisourceBergen (COR) | 0.0 | $672k | 2.0k | 337.75 |
|
|
| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.0 | $672k | 7.5k | 89.46 |
|
|
| Asml Holding (ASML) | 0.0 | $666k | -2% | 622.00 | 1069.86 |
|
| Waters Corporation (WAT) | 0.0 | $665k | 1.8k | 379.83 |
|
|
| Intuit (INTU) | 0.0 | $654k | +2% | 987.00 | 662.42 |
|
| Danaher Corporation (DHR) | 0.0 | $652k | NEW | 2.8k | 228.92 |
|
| iShares iBoxx High Yield Corp Etf (HYG) | 0.0 | $648k | -16% | 8.0k | 80.63 |
|
| Edison International (EIX) | 0.0 | $643k | NEW | 11k | 60.02 |
|
| Amphenol Corporation (APH) | 0.0 | $643k | +9% | 4.8k | 135.14 |
|
| SYSCO Corporation (SYY) | 0.0 | $638k | 8.7k | 73.69 |
|
|
| Centene Corporation (CNC) | 0.0 | $626k | NEW | 15k | 41.15 |
|
| Dover Corporation (DOV) | 0.0 | $623k | +149% | 3.2k | 195.24 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $620k | NEW | 3.8k | 162.14 |
|
| Vicor Corporation (VICR) | 0.0 | $619k | NEW | 5.6k | 109.60 |
|
| Prologis (PLD) | 0.0 | $617k | +76% | 4.8k | 127.66 |
|
| Analog Devices (ADI) | 0.0 | $615k | +42% | 2.3k | 271.20 |
|
| Clorox Company (CLX) | 0.0 | $612k | +153% | 6.1k | 100.83 |
|
| U.S. Bancorp (USB) | 0.0 | $605k | +71% | 11k | 53.36 |
|
| Vanguard Russell 1000 Growth E Etf (VONG) | 0.0 | $604k | -5% | 5.0k | 121.74 |
|
| JPMorgan Active Bond ETF Etf (JBND) | 0.0 | $603k | +108% | 11k | 54.07 |
|
| Lord Abbett Flexible Inc Fund (LLIIX) | 0.0 | $600k | 60k | 10.06 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $597k | -7% | 2.6k | 231.35 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $592k | NEW | 12k | 50.79 |
|
| Bloom Energy Corp (BE) | 0.0 | $592k | 6.8k | 86.89 |
|
|
| Ross Stores (ROST) | 0.0 | $591k | +38% | 3.3k | 180.14 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $588k | +126% | 5.9k | 99.85 |
|
| Dominion Resources (D) | 0.0 | $586k | +6% | 10k | 58.59 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $583k | +6% | 2.3k | 256.03 |
|
| S&p Global (SPGI) | 0.0 | $582k | +6% | 1.1k | 522.59 |
|
| salesforce (CRM) | 0.0 | $578k | 2.2k | 264.91 |
|
|
| Duke Energy (DUK) | 0.0 | $578k | 4.9k | 117.21 |
|
|
| iShares S&P 500 Growth Index F Etf (IVW) | 0.0 | $572k | -3% | 4.6k | 123.26 |
|
| Zoom Video Communications In cl a (ZM) | 0.0 | $568k | NEW | 6.6k | 86.29 |
|
| iShares COMEX Gold Trust Etf (IAU) | 0.0 | $567k | 7.0k | 81.17 |
|
|
| State Street Financial Select Etf (XLF) | 0.0 | $563k | +4% | 10k | 54.77 |
|
| Diageo Plc- Adr (DEO) | 0.0 | $562k | -11% | 6.5k | 86.27 |
|
| JP Morgan Ultra-Short Income E Etf (JPST) | 0.0 | $561k | +28% | 11k | 50.59 |
|
Past Filings by Pinnacle Wealth Management Advisory Group
SEC 13F filings are viewable for Pinnacle Wealth Management Advisory Group going back to 2014
- Pinnacle Wealth Management Advisory Group 2025 Q4 filed Feb. 2, 2026
- Pinnacle Wealth Management Advisory Group 2025 Q3 filed Oct. 20, 2025
- Pinnacle Wealth Management Advisory Group 2025 Q2 filed Aug. 7, 2025
- Pinnacle Wealth Management Advisory Group 2025 Q1 filed May 7, 2025
- Pinnacle Wealth Management Advisory Group 2024 Q4 filed Jan. 31, 2025
- Pinnacle Wealth Management Advisory Group 2024 Q3 filed Oct. 16, 2024
- Pinnacle Wealth Management Advisory Group 2024 Q2 filed July 25, 2024
- Pinnacle Wealth Management Advisory Group 2024 Q1 filed May 1, 2024
- Pinnacle Wealth Management Advisory Group 2023 Q4 filed Feb. 7, 2024
- Pinnacle Wealth Management Advisory Group 2023 Q3 filed Oct. 25, 2023
- Pinnacle Wealth Management Advisory Group 2023 Q2 filed Aug. 2, 2023
- Pinnacle Wealth Management Advisory Group 2023 Q1 filed May 4, 2023
- Pinnacle Wealth Management Advisory Group 2022 Q4 filed Feb. 7, 2023
- Pinnacle Wealth Management Advisory Group 2022 Q3 filed Nov. 10, 2022
- Pinnacle Wealth Management Advisory Group 2022 Q2 filed Aug. 1, 2022
- Pinnacle Wealth Management Advisory Group 2022 Q1 filed May 5, 2022