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, VB, QQQ, and represent 17.99% of Pinnacle Wealth Management Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: DUHP (+$17M), DFSV (+$12M), XOM (+$5.3M), HELO, AMZN, ADP, LLY, VB, USFR, COPY.
- Started 41 new stock positions in DFAS, ATO, IT, KEYS, XOM, PGNY, TEAM, CR, DUHP, DFSV.
- Reduced shares in these 10 stocks: Dimensional Etf Trust (-$17M), Dimensional Etf Trust (-$12M), , SPY, LRCX, QUAL, KGC, WMT, , PEP.
- Sold out of its positions in ABBNY, ABVX, ALGN, ALIT, APP, CBWTF, CI, CRS, CHD, CCRN.
- Pinnacle Wealth Management Advisory Group was a net buyer of stock by $30M.
- Pinnacle Wealth Management Advisory Group has $1.7B in assets under management (AUM), dropping by 1.89%.
- 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 csvPortfolio Holdings for Pinnacle Wealth Management Advisory Group
Pinnacle Wealth Management Advisory Group holds 555 positions in its portfolio as reported in the September 2026 quarterly 13F filing
Pinnacle Wealth Management Advisory Group has 555 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pinnacle Wealth Management Advisory Group Sept. 30, 2026 positions
- Download the Pinnacle Wealth Management Advisory Group September 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.3 | $74M | 222k | 333.02 |
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| Vanguard Morningstar Total Sto Etf (VTI) | 4.1 | $70M | 187k | 374.24 |
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| iShares MSCI USA Quality Etf (QUAL) | 3.7 | $63M | 285k | 222.24 |
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| Vanguard Morningstar Small-Cap Etf (VB) | 2.9 | $50M | +4% | 177k | 284.49 |
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| Invesco QQQ Trust Series I Etf (QQQ) | 2.9 | $50M | 68k | 739.77 |
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| Vanguard High Div Yield ETF Etf (VYM) | 2.9 | $49M | 318k | 155.20 |
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| Vanguard FTSE All World Ex US Etf (VEU) | 2.7 | $47M | +2% | 565k | 82.97 |
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| Microsoft Corporation (MSFT) | 2.7 | $47M | +3% | 91k | 512.90 |
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| NVIDIA Corporation (NVDA) | 2.5 | $43M | 187k | 228.38 |
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| Ishares Core S&P 500 ETF Etf (IVV) | 2.4 | $41M | 54k | 765.85 |
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| State Street SPDR S&P 500 ETF Etf (SPY) | 2.2 | $37M | -2% | 49k | 762.63 |
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| Alphabet Inc Class A cs (GOOGL) | 1.8 | $31M | 89k | 344.08 |
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| Vanguard Developed Markets Ind Etf (VEA) | 1.6 | $28M | 389k | 70.61 |
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| JPMorgan Equity Premium ETF Etf (JEPI) | 1.4 | $25M | 437k | 56.22 |
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| Amazon (AMZN) | 1.4 | $25M | +13% | 98k | 249.15 |
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| JPMorgan Hedged Equity Laddere Etf (HELO) | 1.4 | $23M | +14% | 335k | 69.17 |
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| Wisdomtree Us Dividend Grow Etf (DGRW) | 1.4 | $23M | +6% | 238k | 97.24 |
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| Broadcom (AVGO) | 1.3 | $22M | 64k | 351.19 |
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| Ishares Core S&P Mid-Cap ETF Etf (IJH) | 1.3 | $22M | 302k | 71.95 |
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| Johnson & Johnson (JNJ) | 1.2 | $21M | 81k | 264.74 |
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| Schwab Us Dividend Equity ETF Etf (SCHD) | 1.2 | $21M | +6% | 656k | 32.53 |
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| Ishares Core S&P Small-Cap E Etf (IJR) | 1.2 | $20M | 145k | 136.04 |
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| Vanguard Bd Index Fd Tot Mkt Etf (BND) | 1.1 | $20M | +4% | 280k | 70.15 |
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| Berkshire Hathaway (BRK.B) | 1.1 | $19M | 39k | 497.95 |
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| Invesco Exchange Traded Fd Tr Etf (RSP) | 1.1 | $18M | 88k | 208.02 |
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| Dimensional ETF Trust Dimensio Etf (DUHP) | 1.0 | $17M | NEW | 408k | 41.91 |
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| Ishares Russell 2000 ETF Etf (IWM) | 0.9 | $16M | 58k | 277.89 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $15M | +7% | 45k | 330.83 |
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| Dimensional International Core Etf (DFAI) | 0.9 | $15M | 358k | 41.43 |
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| Facebook Inc cl a (META) | 0.9 | $15M | +6% | 20k | 725.17 |
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| SSGA Active Tr State Street Do Etf (TOTL) | 0.8 | $14M | +3% | 373k | 37.42 |
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| First Tr Exchange Traded Fd Ii Etf (CIBR) | 0.8 | $14M | 134k | 103.09 |
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| Wal-Mart Stores (WMT) | 0.8 | $13M | -5% | 125k | 103.92 |
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| Dimensional ETF Trust Us Small Etf (DFSV) | 0.7 | $12M | NEW | 312k | 37.47 |
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| Tweedy, Browne Insider Value Etf (COPY) | 0.7 | $12M | +16% | 759k | 15.32 |
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| Merck & Co (MRK) | 0.6 | $11M | 77k | 145.31 |
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| FT Vest Rising DVD Achievers T Etf (RDVI) | 0.6 | $9.7M | 349k | 27.88 |
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| Morgan Stanley (MS) | 0.6 | $9.7M | 52k | 188.08 |
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| First Tr Exchange-Traded Fd Vi Etf (RDVY) | 0.5 | $9.1M | +2% | 117k | 78.29 |
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| Cisco Systems (CSCO) | 0.5 | $9.1M | 85k | 107.63 |
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| First Tr Exchange-Traded Fd Vi Etf (SDVY) | 0.5 | $9.1M | +5% | 224k | 40.58 |
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| MasterCard Incorporated (MA) | 0.5 | $9.0M | 16k | 551.46 |
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| Procter & Gamble Company (PG) | 0.5 | $8.5M | +4% | 59k | 145.28 |
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| Micron Technology (MU) | 0.5 | $8.5M | 8.0k | 1065.12 |
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| Vanguard Index Funds S&P 500 E Etf (VOO) | 0.5 | $8.0M | +9% | 11k | 700.86 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $8.0M | 43k | 185.65 |
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| Eli Lilly & Co. (LLY) | 0.5 | $7.8M | +45% | 6.7k | 1157.08 |
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| Vanguard Morningstar Large-Cap Etf (VV) | 0.5 | $7.7M | -2% | 22k | 351.85 |
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| Lam Research (LRCX) | 0.4 | $7.7M | -11% | 23k | 328.51 |
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| Ishares Tr 7-10 Yr Trsy Bd Etf (IEF) | 0.4 | $7.6M | 85k | 89.31 |
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| American Express Company (AXP) | 0.4 | $7.5M | 25k | 304.10 |
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| Ishares Tr Msci Acwi ETF Etf (ACWI) | 0.4 | $7.5M | +13% | 47k | 158.76 |
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| Vanguard Intl Equity Index Fds Etf (VWO) | 0.4 | $7.4M | 125k | 59.31 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $7.4M | 22k | 340.74 |
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| Blackrock (BLK) | 0.4 | $7.2M | -5% | 6.8k | 1058.25 |
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| Valero Energy Corporation (VLO) | 0.4 | $7.1M | 18k | 387.60 |
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| Dimensional ETF Trust Emgr Cre Etf (DFAE) | 0.4 | $7.0M | 179k | 39.31 |
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| State Street Spdr S&P Midcap 4 Etf (MDY) | 0.4 | $6.9M | 11k | 656.74 |
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| Advanced Micro Devices (AMD) | 0.4 | $6.8M | -3% | 11k | 611.76 |
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| Caterpillar (CAT) | 0.4 | $6.7M | 8.3k | 810.77 |
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| Amgen (AMGN) | 0.4 | $6.4M | +3% | 15k | 421.50 |
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| Tesla Motors (TSLA) | 0.4 | $6.2M | 18k | 354.82 |
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| Welltower Inc Com reit (WELL) | 0.3 | $5.9M | 26k | 230.24 |
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| Costco Wholesale Corporation (COST) | 0.3 | $5.9M | 6.4k | 910.34 |
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| KLA-Tencor Corporation (KLAC) | 0.3 | $5.8M | -4% | 30k | 194.93 |
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| Visa (V) | 0.3 | $5.5M | 15k | 359.33 |
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| Exxon Mobil Corp (XOM) | 0.3 | $5.3M | NEW | 33k | 162.75 |
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| State Street SPDR Dow Jones In Etf (DIA) | 0.3 | $5.3M | -2% | 11k | 508.56 |
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| Vanguard Morningstar Mid-Cap E Etf (VO) | 0.3 | $5.3M | +8% | 68k | 78.42 |
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| Home Depot (HD) | 0.3 | $5.3M | 19k | 284.49 |
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| Applied Materials (AMAT) | 0.3 | $5.3M | -6% | 10k | 511.37 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $5.2M | 10k | 509.25 |
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| Coca-Cola Company (KO) | 0.3 | $5.2M | 60k | 86.08 |
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| Illinois Tool Works (ITW) | 0.3 | $5.2M | 20k | 257.28 |
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| Global X Robotics & Artificial Etf (BOTZ) | 0.3 | $5.0M | +2% | 143k | 35.23 |
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| Gilead Sciences (GILD) | 0.3 | $5.0M | 34k | 149.05 |
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| Chevron Corporation (CVX) | 0.3 | $4.8M | 24k | 204.21 |
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| Ishares Tr 3 7 Yr Treas Bd Etf (IEI) | 0.3 | $4.8M | +9% | 42k | 113.44 |
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| First Tr Exchange Traded Fd Do Etf (FDN) | 0.3 | $4.7M | -6% | 16k | 288.44 |
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| J P Morgan Nasdaq Eqt Prm Etf (JEPQ) | 0.3 | $4.5M | 74k | 61.26 |
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| WisdomTree Bloomberg Fl Rate T Etf (USFR) | 0.3 | $4.5M | +81% | 89k | 50.39 |
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| Lumentum Hldgs (LITE) | 0.3 | $4.4M | 4.6k | 971.26 |
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| Abbvie (ABBV) | 0.3 | $4.4M | 17k | 261.59 |
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| Automatic Data Processing (ADP) | 0.3 | $4.4M | +139% | 17k | 258.06 |
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| Vanguard Total Intl Stock Inde Etf (VXUS) | 0.2 | $4.2M | -4% | 50k | 84.96 |
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| Bank of America Corporation (BAC) | 0.2 | $4.0M | 73k | 54.43 |
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| Vanguard Tax Exempt Bond ETF Etf (VTEB) | 0.2 | $3.9M | -10% | 83k | 47.36 |
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| J P Morgan Exchange Traded Etf (JPST) | 0.2 | $3.9M | +28% | 78k | 50.37 |
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| Palantir Technologies (PLTR) | 0.2 | $3.9M | +9% | 21k | 187.05 |
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| Vanguard Specialized Funds Div Etf (VIG) | 0.2 | $3.8M | -3% | 16k | 233.32 |
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| Pepsi (PEP) | 0.2 | $3.8M | -15% | 30k | 126.72 |
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| International Business Machines (IBM) | 0.2 | $3.7M | +2% | 17k | 219.93 |
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| Schwab Strategic Tr Us Mid-Cap Etf (SCHM) | 0.2 | $3.6M | 106k | 34.02 |
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| McDonald's Corporation (MCD) | 0.2 | $3.5M | -6% | 15k | 230.94 |
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| Ishares Tr Core Msci Total Etf (IXUS) | 0.2 | $3.3M | 35k | 94.99 |
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| Oracle Corporation (ORCL) | 0.2 | $3.1M | +10% | 22k | 137.30 |
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| Goldman Sachs (GS) | 0.2 | $3.0M | 3.4k | 900.36 |
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| General Electric (GE) | 0.2 | $3.0M | 9.7k | 312.29 |
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| Ishares Tr Eafe Sml Cp ETF Etf (SCZ) | 0.2 | $3.0M | 36k | 84.42 |
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| Southern Company (SO) | 0.2 | $3.0M | 36k | 82.89 |
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| Qualcomm (QCOM) | 0.2 | $3.0M | +8% | 16k | 184.04 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $2.9M | 7.3k | 395.43 |
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| Select Sector Spdr Trust State Etf (XLK) | 0.2 | $2.8M | 15k | 195.75 |
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| Walt Disney Company (DIS) | 0.2 | $2.8M | +17% | 27k | 104.90 |
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| Intel Corporation (INTC) | 0.2 | $2.8M | +10% | 23k | 120.23 |
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| PNC Financial Services (PNC) | 0.2 | $2.8M | 12k | 222.26 |
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| Vanguard Interm-Term Govt Bd Etf (VGIT) | 0.2 | $2.7M | -2% | 48k | 56.66 |
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| Citigroup (C) | 0.2 | $2.7M | 21k | 129.48 |
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| Verizon Communications (VZ) | 0.2 | $2.7M | +5% | 58k | 45.87 |
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| W.W. Grainger (GWW) | 0.2 | $2.6M | +3% | 2.1k | 1245.83 |
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| Ishares Global Energy ETF Etf (IXC) | 0.1 | $2.5M | 44k | 56.97 |
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| Rolls Royce Holdings Adr (RYCEY) | 0.1 | $2.5M | 127k | 19.37 |
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| Spdr Index Shares Funds State Etf (SPDW) | 0.1 | $2.4M | 48k | 50.21 |
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| Cummins (CMI) | 0.1 | $2.3M | 4.4k | 516.57 |
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| Netflix (NFLX) | 0.1 | $2.3M | 33k | 69.58 |
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| FT Vest Fund of Buffer ETFs Etf (BUFR) | 0.1 | $2.2M | 59k | 37.47 |
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| Vanguard Morningstar Growth ET Etf (VUG) | 0.1 | $2.2M | +2% | 25k | 90.11 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.2M | +5% | 2.9k | 758.32 |
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| Philip Morris International (PM) | 0.1 | $2.1M | 11k | 190.82 |
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| Expedia (EXPE) | 0.1 | $2.1M | +3% | 8.0k | 263.35 |
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| Vaneck ETF Trust Semiconductr Etf (SMH) | 0.1 | $2.1M | 3.4k | 609.00 |
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| UnitedHealth (UNH) | 0.1 | $2.1M | -3% | 5.6k | 367.05 |
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| Eaton (ETN) | 0.1 | $2.1M | +6% | 4.8k | 429.71 |
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| Siemens Energy AG - Adr (SMERY) | 0.1 | $2.0M | 62k | 32.47 |
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| CSX Corporation (CSX) | 0.1 | $2.0M | -3% | 43k | 46.51 |
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| Vanguard World Fd Inf Tech ETF Etf (VGT) | 0.1 | $2.0M | 16k | 125.67 |
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| iShares Semiconductor ETF Etf (SOXX) | 0.1 | $2.0M | 3.5k | 568.58 |
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| iShares GSCI Commodity Indexed Etf (GSG) | 0.1 | $2.0M | 55k | 35.57 |
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| Nestle Sa-Spons Adr (NSRGY) | 0.1 | $1.9M | -9% | 21k | 90.78 |
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| Howmet Aerospace (HWM) | 0.1 | $1.9M | 8.5k | 226.18 |
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| iShares Edge MSCI USA Momentum Etf (MTUM) | 0.1 | $1.9M | 6.1k | 317.33 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.9M | 31k | 62.40 |
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| SPDR Gold Trust Etf (GLD) | 0.1 | $1.9M | +5% | 5.0k | 380.84 |
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| Nextera Energy (NEE) | 0.1 | $1.9M | 25k | 75.74 |
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| Vanguard Whitehall Fds Intl Hi Etf (VYMI) | 0.1 | $1.8M | +130% | 18k | 101.13 |
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| Ge Vernova (GEV) | 0.1 | $1.8M | +2% | 1.9k | 950.51 |
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| Ishares Tr Russell 2500 ETF Etf (SMMD) | 0.1 | $1.8M | 21k | 85.52 |
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| Pulte (PHM) | 0.1 | $1.8M | 15k | 116.06 |
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| First Tr Exchange-Traded Fd Iv Etf (FTSL) | 0.1 | $1.8M | +166% | 40k | 44.57 |
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| Vanguard Extended Market ETF Etf (VXF) | 0.1 | $1.7M | 7.5k | 231.63 |
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| Vanguard S&P 500 Growth ETF Etf (VOOG) | 0.1 | $1.7M | 20k | 85.48 |
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| Deere & Company (DE) | 0.1 | $1.7M | 2.6k | 671.55 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.6M | -4% | 18k | 93.96 |
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| Lowe's Companies (LOW) | 0.1 | $1.6M | +4% | 8.9k | 184.28 |
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| Seagate Technology (STX) | 0.1 | $1.6M | -10% | 1.8k | 922.40 |
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| Greenlight Capital Re Ltd cl a (GLRE) | 0.1 | $1.6M | -8% | 107k | 14.50 |
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| UniCredit SpA - Adr (UNCRY) | 0.1 | $1.5M | -4% | 33k | 46.54 |
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| Ishares S&P Small-Cap 600 Valu Etf (IJS) | 0.1 | $1.5M | 12k | 128.10 |
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| Ishares Core Msci Emerging Mar Etf (IEMG) | 0.1 | $1.5M | -3% | 19k | 81.16 |
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| Ishares S&P 100 ETF Etf (OEF) | 0.1 | $1.5M | 3.9k | 382.09 |
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| Phillips 66 (PSX) | 0.1 | $1.4M | +5% | 5.5k | 255.31 |
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| Ishares Trust Core Divid Gwth Etf (DGRO) | 0.1 | $1.4M | 19k | 75.39 |
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| Pfizer (PFE) | 0.1 | $1.4M | +13% | 49k | 28.52 |
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| Linde (LIN) | 0.1 | $1.4M | +16% | 2.9k | 474.65 |
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| Western Digital (WDC) | 0.1 | $1.4M | -9% | 3.0k | 454.46 |
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| Paychex (PAYX) | 0.1 | $1.3M | 14k | 98.50 |
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| Select Sector Spdr Trust State Etf (XLB) | 0.1 | $1.3M | 27k | 48.70 |
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| Chubb (CB) | 0.1 | $1.3M | 4.0k | 325.25 |
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| Asml Holding (ASML) | 0.1 | $1.3M | -2% | 719.00 | 1811.67 |
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| Palo Alto Networks (PANW) | 0.1 | $1.3M | -2% | 3.3k | 397.31 |
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| Boeing Company (BA) | 0.1 | $1.3M | 6.9k | 186.05 |
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| Madison Square Garden Cl A (MSGS) | 0.1 | $1.3M | 3.2k | 405.21 |
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| Arista Networks (ANET) | 0.1 | $1.3M | +7% | 6.3k | 203.59 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | +5% | 1.9k | 675.05 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | 8.0k | 155.10 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | -16% | 5.1k | 239.94 |
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| FedEx Corporation (FDX) | 0.1 | $1.2M | -3% | 4.2k | 285.09 |
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| Travelers Companies (TRV) | 0.1 | $1.2M | 3.4k | 356.51 |
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| Sandisk Corp (SNDK) | 0.1 | $1.2M | 684.00 | 1740.35 |
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| Schwab Strategic Tr Us Small-C Etf (SCHA) | 0.1 | $1.2M | 36k | 32.63 |
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| Vanguard Morningstar Value ETF Etf (VTV) | 0.1 | $1.2M | -2% | 5.5k | 216.08 |
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| Ishares National Muni Bond ETF Etf (MUB) | 0.1 | $1.2M | -12% | 12k | 101.10 |
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| Dbx ETF Trust Xtrackers Artifi Etf (XAIX) | 0.1 | $1.2M | 20k | 58.78 |
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| Comcast Corporation (CMCSA) | 0.1 | $1.2M | +14% | 54k | 21.76 |
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| At&t (T) | 0.1 | $1.1M | +5% | 47k | 24.40 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +24% | 4.1k | 280.10 |
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| Simon Property (SPG) | 0.1 | $1.1M | +6% | 5.6k | 200.75 |
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| McKesson Corporation (MCK) | 0.1 | $1.1M | +9% | 1.3k | 853.91 |
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| Accenture (ACN) | 0.1 | $1.1M | +30% | 6.1k | 183.38 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.1M | 11k | 97.74 |
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| Schwab Us Broad Market ETF Etf (SCHB) | 0.1 | $1.1M | +18% | 37k | 29.31 |
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| First Trust DW Focus 5 Fund Etf (FV) | 0.1 | $1.1M | 15k | 73.39 |
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| iShares Barclays Aggregate Bon Etf (AGG) | 0.1 | $1.1M | 11k | 94.54 |
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| Ishares Tr Ishares Biotech Etf (IBB) | 0.1 | $1.1M | 5.1k | 210.53 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +4% | 13k | 80.05 |
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| Amphenol Corporation (APH) | 0.1 | $1.0M | +103% | 12k | 84.30 |
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| First Tr Exchange Traded Fd Vi Etf (TDIV) | 0.1 | $1.0M | 9.2k | 112.82 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.0M | +24% | 6.0k | 170.74 |
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| Capital One Financial (COF) | 0.1 | $983k | +25% | 5.1k | 193.07 |
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| Analog Devices (ADI) | 0.1 | $979k | +10% | 2.5k | 396.71 |
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| First Trust Cloudputing ETF Etf (SKYY) | 0.1 | $976k | 6.0k | 163.99 |
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| Ishares Global Tech ETF Etf (IXN) | 0.1 | $971k | +8% | 6.5k | 148.22 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $968k | +4% | 14k | 70.00 |
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| Rockwell Automation (ROK) | 0.1 | $956k | 2.2k | 435.33 |
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| TJX Companies (TJX) | 0.1 | $943k | -36% | 7.1k | 132.31 |
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| Jp Morgan ETF Trust Active Bon Etf (JBND) | 0.1 | $927k | +19% | 18k | 51.12 |
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| Ishares Tr Rus Mid Cap ETF Etf (IWR) | 0.1 | $911k | -10% | 8.5k | 106.71 |
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| Shopify Inc cl a (SHOP) | 0.1 | $905k | 6.1k | 148.30 |
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| Intuitive Surgical (ISRG) | 0.1 | $902k | +40% | 2.2k | 406.63 |
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| Comfort Systems USA (FIX) | 0.1 | $900k | -13% | 544.00 | 1654.09 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $899k | +380% | 3.4k | 264.75 |
|
| General Motors Company (GM) | 0.1 | $897k | -8% | 12k | 77.00 |
|
| Ishares Tr Msci Acwi Ex Us Etf (ACWX) | 0.1 | $891k | 12k | 75.62 |
|
|
| Exchange Traded Concepts Tr Ro Etf (ROBO) | 0.1 | $861k | +3% | 11k | 80.46 |
|
| ConocoPhillips (COP) | 0.0 | $852k | +5% | 6.8k | 125.14 |
|
| Ishares Msci Eafe ETF Etf (EFA) | 0.0 | $848k | +5% | 8.2k | 103.89 |
|
| Booking Holdings (BKNG) | 0.0 | $846k | +29% | 5.2k | 162.91 |
|
| Metropcs Communications (TMUS) | 0.0 | $836k | +20% | 5.1k | 163.09 |
|
| New Jersey Resources Corporation (NJR) | 0.0 | $833k | -2% | 17k | 50.60 |
|
| Centene Corporation (CNC) | 0.0 | $827k | -2% | 13k | 62.12 |
|
| Waters Corporation (WAT) | 0.0 | $823k | 1.9k | 439.39 |
|
|
| Fortinet (FTNT) | 0.0 | $821k | +15% | 4.6k | 178.76 |
|
| Vanguard Scottsdale Funds Vang Etf (VCIT) | 0.0 | $815k | -2% | 10k | 78.31 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $813k | 5.6k | 144.63 |
|
|
| Vaneck ETF Trust High Yld Muni Etf (HYD) | 0.0 | $808k | -21% | 17k | 48.03 |
|
| Ross Stores (ROST) | 0.0 | $808k | 3.5k | 233.40 |
|
|
| Space X (SPCX) | 0.0 | $786k | +138% | 5.2k | 150.86 |
|
| Airbnb (ABNB) | 0.0 | $785k | -20% | 4.9k | 160.65 |
|
| S&p Global (SPGI) | 0.0 | $769k | +2% | 2.0k | 394.47 |
|
| General Dynamics Corporation (GD) | 0.0 | $768k | 2.3k | 331.84 |
|
|
| Teradyne (TER) | 0.0 | $765k | 1.9k | 400.91 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $749k | 784.00 | 955.42 |
|
|
| Williams Companies (WMB) | 0.0 | $744k | 11k | 67.97 |
|
|
| Select Sector Spdr Trust State Etf (XLI) | 0.0 | $743k | -3% | 4.4k | 167.00 |
|
| Natera (NTRA) | 0.0 | $734k | 1.8k | 413.31 |
|
|
| U.S. Bancorp (USB) | 0.0 | $732k | 13k | 57.76 |
|
|
| Altria (MO) | 0.0 | $711k | +2% | 11k | 67.34 |
|
| Select Sector Spdr Trust State Etf (XLE) | 0.0 | $706k | 12k | 61.50 |
|
|
| Select Sector Spdr Trust State Etf (XLC) | 0.0 | $696k | -4% | 6.3k | 110.97 |
|
| Dominion Resources (D) | 0.0 | $694k | 12k | 60.52 |
|
|
| Target Corporation (TGT) | 0.0 | $693k | 4.4k | 156.69 |
|
|
| Pimco ETF Tr Active Bd ETF Etf (BOND) | 0.0 | $688k | 7.9k | 86.98 |
|
|
| Ishares Tr S&P Small Cap 600 G Etf (IJT) | 0.0 | $684k | 4.3k | 160.33 |
|
|
| Ishares Trust Core Msci Eafe E Etf (IEFA) | 0.0 | $672k | 6.9k | 96.89 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $665k | +2% | 6.7k | 98.84 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $659k | 1.3k | 522.81 |
|
|
| Technipfmc (FTI) | 0.0 | $656k | 9.7k | 67.92 |
|
|
| F5 Networks (FFIV) | 0.0 | $646k | 1.5k | 445.18 |
|
|
| Ishares S&P 500 Growth ETF Etf (IVW) | 0.0 | $639k | 4.5k | 142.26 |
|
|
| Vanguard Scottsdale Funds Vang Etf (VONG) | 0.0 | $638k | 4.9k | 128.93 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $637k | -9% | 7.5k | 85.32 |
|
| AmerisourceBergen (COR) | 0.0 | $632k | 2.1k | 300.25 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $623k | 2.8k | 224.05 |
|
|
| 3M Company (MMM) | 0.0 | $620k | +9% | 3.8k | 164.14 |
|
| Targa Res Corp (TRGP) | 0.0 | $620k | 2.3k | 270.33 |
|
|
| State Street Financial Select Etf (XLF) | 0.0 | $619k | +39% | 12k | 53.40 |
|
| Wayside Technology (CLMB) | 0.0 | $619k | -3% | 19k | 32.12 |
|
| Bloom Energy Corp (BE) | 0.0 | $614k | +10% | 2.2k | 276.98 |
|
| PPL Corporation (PPL) | 0.0 | $607k | +51% | 19k | 32.89 |
|
| Wisdomtree MidCap Dividend Fun Etf (DON) | 0.0 | $601k | -6% | 11k | 53.95 |
|
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 2026 Q3 filed Oct. 23, 2026
- Pinnacle Wealth Management Advisory Group 2026 Q2 filed Aug. 5, 2026
- Pinnacle Wealth Management Advisory Group 2026 Q1 filed April 21, 2026
- 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