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 VTI, AAPL, QUAL, VB, QQQ, and represent 17.70% of Pinnacle Wealth Management Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$8.5M), HELO (+$7.3M), VO, JPST, MSFT, VEU, BND, SMERY, AMZN, NVDA.
- Started 70 new stock positions in NET, FICO, DDOG, LEN, EES, XLP, FAST, TENB, WY, CHD.
- Reduced shares in these 10 stocks: CCLFX (-$5.4M), Amg (-$5.1M), CELFX, , USFR, IJR, Honeywell International, MU, GLRE, UCTT.
- Sold out of its positions in ADT, Amg, AA, ALIT, AGX, ADSK, BMRN, CME, CTRA, CIM Opportunity Zone Fund.
- Pinnacle Wealth Management Advisory Group was a net buyer of stock by $47M.
- Pinnacle Wealth Management Advisory Group has $1.7B in assets under management (AUM), dropping by 14.78%.
- 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 572 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Pinnacle Wealth Management Advisory Group has 572 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pinnacle Wealth Management Advisory Group June 30, 2026 positions
- Download the Pinnacle Wealth Management Advisory Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Vanguard To Etf (VTI) | 4.1 | $69M | 187k | 370.04 |
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| Apple (AAPL) | 3.8 | $64M | 221k | 289.36 |
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| iShares MSCI USA Quality Etf (QUAL) | 3.8 | $63M | +2% | 289k | 219.43 |
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| Vanguard Small-Cap ETF Etf (VB) | 3.1 | $51M | +3% | 169k | 303.12 |
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| Invesco QQQ Trust Series I Etf (QQQ) | 3.0 | $50M | +2% | 67k | 736.40 |
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| Vanguard High Div Yield ETF Etf (VYM) | 2.9 | $49M | 312k | 158.03 |
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| Vanguard FTSE All World Ex US Etf (VEU) | 2.8 | $46M | +4% | 552k | 83.75 |
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| Ishares Core S&P 500 ETF Etf (IVV) | 2.3 | $39M | 53k | 748.90 |
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| NVIDIA Corporation (NVDA) | 2.2 | $37M | +4% | 187k | 200.09 |
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| State Street SPDR S&P 500 ETF Etf (SPY) | 2.2 | $37M | 50k | 746.78 |
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| Microsoft Corporation (MSFT) | 2.0 | $33M | +7% | 89k | 373.02 |
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| Alphabet Inc Class A cs (GOOGL) | 1.9 | $32M | +5% | 89k | 357.37 |
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| Vanguard Developed Markets Ind Etf (VEA) | 1.6 | $27M | 385k | 71.25 |
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| JPMorgan Equity Premium ETF Etf (JEPI) | 1.4 | $24M | +4% | 429k | 56.48 |
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| Broadcom (AVGO) | 1.4 | $24M | 63k | 377.75 |
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| Ishares Core S&P Mid-Cap ETF Etf (IJH) | 1.4 | $23M | 303k | 77.11 |
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| Ishares Core S&P Small-Cap E Etf (IJR) | 1.3 | $22M | -5% | 146k | 148.31 |
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| Wisdomtree Us Dividend Grow Etf (DGRW) | 1.3 | $21M | +6% | 222k | 95.62 |
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| Amazon (AMZN) | 1.2 | $21M | +9% | 87k | 238.34 |
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| Johnson & Johnson (JNJ) | 1.2 | $21M | 82k | 253.97 |
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| JPMorgan Hedged Equity Laddere Etf (HELO) | 1.2 | $20M | +58% | 293k | 67.58 |
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| Vanguard Bd Index Fd Tot Mkt Etf (BND) | 1.2 | $20M | +11% | 268k | 73.41 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $20M | +3% | 39k | 500.39 |
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| Schwab Us Dividend Equity ETF Etf (SCHD) | 1.2 | $20M | 614k | 31.71 |
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| Invesco Exchange Traded Fd Tr Etf (RSP) | 1.1 | $19M | 87k | 212.77 |
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| Ishares Russell 2000 ETF Etf (IWM) | 1.0 | $17M | -2% | 58k | 300.45 |
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| Dimensional ETF Trust Dimensio Etf (DUHP) | 1.0 | $17M | 400k | 41.73 |
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| Wal-Mart Stores (WMT) | 0.9 | $15M | 133k | 113.26 |
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| Dimensional International Core Etf (DFAI) | 0.9 | $15M | 358k | 41.25 |
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| SSGA Active Tr State Street Do Etf (TOTL) | 0.8 | $14M | +6% | 361k | 39.47 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $14M | +3% | 42k | 327.33 |
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| Dimensional ETF Trust Us Small Etf (DFSV) | 0.7 | $12M | -2% | 312k | 38.79 |
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| First Tr Exchange Traded Fd Ii Etf (CIBR) | 0.7 | $12M | 132k | 89.85 |
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| Lam Research (LRCX) | 0.7 | $11M | 26k | 433.33 |
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| Morgan Stanley (MS) | 0.6 | $11M | 52k | 209.04 |
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| Facebook Inc cl a (META) | 0.6 | $11M | +8% | 19k | 563.28 |
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| FT Vest Rising DVD Achievers T Etf (RDVI) | 0.6 | $10M | 350k | 29.40 |
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| Merck & Co (MRK) | 0.6 | $9.8M | +2% | 76k | 128.50 |
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| Cisco Systems (CSCO) | 0.6 | $9.8M | +2% | 83k | 117.46 |
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| Tweedy, Browne Insider Value Etf (COPY) | 0.6 | $9.6M | +14% | 650k | 14.73 |
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| KLA-Tencor Corporation (KLAC) | 0.6 | $9.4M | +919% | 31k | 301.71 |
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| Micron Technology (MU) | 0.5 | $9.2M | -10% | 8.0k | 1154.33 |
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| First Tr Exchange-Traded Fd Vi Etf (RDVY) | 0.5 | $9.2M | +3% | 113k | 81.06 |
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| First Tr Exchange-Traded Fd Vi Etf (SDVY) | 0.5 | $9.2M | +9% | 212k | 43.14 |
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| Caterpillar (CAT) | 0.5 | $8.8M | +6% | 8.2k | 1064.87 |
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| American Express Company (AXP) | 0.5 | $8.3M | +2% | 25k | 338.25 |
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| MasterCard Incorporated (MA) | 0.5 | $8.2M | +2% | 16k | 513.59 |
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| Procter & Gamble Company (PG) | 0.5 | $8.2M | 56k | 146.64 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $8.1M | +7% | 43k | 189.73 |
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| Applied Materials (AMAT) | 0.5 | $8.0M | +5% | 11k | 722.99 |
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| Ishares Tr 7-10 Yr Trsy Bd Etf (IEF) | 0.5 | $7.9M | +6% | 84k | 94.57 |
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| Vanguard Large Cap ETF Etf (VV) | 0.5 | $7.7M | -2% | 22k | 343.91 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $7.5M | 21k | 353.33 |
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| Vanguard Intl Equity Index Fds Etf (VWO) | 0.4 | $7.5M | 125k | 59.69 |
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| State Street Spdr S&P Midcap 4 Etf (MDY) | 0.4 | $7.4M | 11k | 703.36 |
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| Tesla Motors (TSLA) | 0.4 | $7.3M | +9% | 17k | 420.61 |
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| Dimensional ETF Trust Emgr Cre Etf (DFAE) | 0.4 | $7.2M | -4% | 179k | 40.21 |
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| Vanguard Index Funds S&P 500 E Etf (VOO) | 0.4 | $7.2M | +3% | 10k | 686.81 |
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| Blackrock (BLK) | 0.4 | $6.9M | 7.2k | 961.52 |
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| Home Depot (HD) | 0.4 | $6.7M | +6% | 19k | 352.67 |
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| Advanced Micro Devices (AMD) | 0.4 | $6.7M | +10% | 12k | 580.91 |
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| Ishares Tr Msci Acwi ETF Etf (ACWI) | 0.4 | $6.5M | +9% | 42k | 156.97 |
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| Costco Wholesale Corporation (COST) | 0.4 | $6.1M | +2% | 6.5k | 935.47 |
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| Welltower Inc Com reit (WELL) | 0.4 | $5.9M | 26k | 226.97 |
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| State Street SPDR Dow Jones In Etf (DIA) | 0.3 | $5.6M | -8% | 11k | 522.38 |
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| Eli Lilly & Co. (LLY) | 0.3 | $5.6M | +8% | 4.6k | 1199.43 |
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| Illinois Tool Works (ITW) | 0.3 | $5.4M | 20k | 270.46 |
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| Amgen (AMGN) | 0.3 | $5.3M | +5% | 15k | 362.12 |
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| Global X Robotics & Artificial Etf (BOTZ) | 0.3 | $5.3M | +3% | 139k | 37.94 |
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| Visa (V) | 0.3 | $5.3M | 15k | 343.09 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $5.1M | 10k | 509.45 |
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| Vanguard Mid-Cap ETF Etf (VO) | 0.3 | $5.0M | +296% | 62k | 80.57 |
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| Coca-Cola Company (KO) | 0.3 | $4.9M | +4% | 61k | 81.27 |
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| Pepsi (PEP) | 0.3 | $4.8M | 36k | 135.40 |
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| Valero Energy Corporation (VLO) | 0.3 | $4.8M | +4% | 18k | 260.45 |
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| Vanguard Tax Exempt Bond ETF Etf (VTEB) | 0.3 | $4.7M | -6% | 93k | 50.58 |
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| First Tr Exchange Traded Fd Do Etf (FDN) | 0.3 | $4.6M | -5% | 17k | 264.71 |
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| J P Morgan Nasdaq Eqt Prm Etf (JEPQ) | 0.3 | $4.6M | -3% | 75k | 61.46 |
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| International Business Machines (IBM) | 0.3 | $4.6M | 16k | 281.21 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $4.6M | +27% | 33k | 136.72 |
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| Ishares Tr 3 7 Yr Treas Bd Etf (IEI) | 0.3 | $4.5M | +2% | 39k | 117.45 |
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| Vanguard Total Intl Stock Inde Etf (VXUS) | 0.3 | $4.4M | -11% | 52k | 85.49 |
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| McDonald's Corporation (MCD) | 0.3 | $4.4M | 16k | 270.30 |
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| Abbvie (ABBV) | 0.3 | $4.3M | +5% | 17k | 251.64 |
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| Gilead Sciences (GILD) | 0.3 | $4.3M | 34k | 126.34 |
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| Bank of America Corporation (BAC) | 0.2 | $4.2M | +2% | 73k | 56.98 |
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| Vanguard Specialized Funds Div Etf (VIG) | 0.2 | $4.0M | 17k | 236.62 |
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| Schwab Strategic Tr Us Mid-Cap Etf (SCHM) | 0.2 | $3.9M | -2% | 107k | 36.87 |
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| Chevron Corporation (CVX) | 0.2 | $3.9M | +14% | 23k | 165.76 |
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| Lumentum Hldgs (LITE) | 0.2 | $3.9M | 4.5k | 858.06 |
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| General Electric (GE) | 0.2 | $3.7M | +2% | 9.8k | 373.73 |
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| Southern Company (SO) | 0.2 | $3.5M | +4% | 36k | 95.71 |
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| Goldman Sachs (GS) | 0.2 | $3.4M | +10% | 3.3k | 1011.37 |
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| Ishares Tr Core Msci Total Etf (IXUS) | 0.2 | $3.4M | 35k | 95.44 |
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| Cummins (CMI) | 0.2 | $3.2M | 4.4k | 713.21 |
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| J P Morgan Exchange Traded Etf (JPST) | 0.2 | $3.1M | +338% | 60k | 50.57 |
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| PNC Financial Services (PNC) | 0.2 | $3.1M | 12k | 246.22 |
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| Ishares Tr Eafe Sml Cp ETF Etf (SCZ) | 0.2 | $3.0M | -3% | 36k | 82.27 |
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| Oracle Corporation (ORCL) | 0.2 | $3.0M | +16% | 20k | 146.55 |
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| Intel Corporation (INTC) | 0.2 | $2.9M | +21% | 21k | 139.63 |
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| Vanguard Interm-Term Govt Bd Etf (VGIT) | 0.2 | $2.9M | 50k | 58.98 |
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| Citigroup (C) | 0.2 | $2.9M | +2% | 21k | 139.96 |
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| W.W. Grainger (GWW) | 0.2 | $2.8M | +6% | 2.0k | 1360.46 |
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| Select Sector Spdr Trust State Etf (XLK) | 0.2 | $2.8M | -2% | 15k | 190.52 |
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| Qualcomm (QCOM) | 0.2 | $2.8M | +4% | 15k | 184.78 |
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| WisdomTree Bloomberg Fl Rate T Etf (USFR) | 0.1 | $2.5M | -36% | 49k | 50.35 |
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| Rolls Royce Holdings Adr (RYCEY) | 0.1 | $2.5M | 127k | 19.25 |
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| UnitedHealth (UNH) | 0.1 | $2.4M | +48% | 5.9k | 415.64 |
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| Nestle Sa-Spons Adr (NSRGY) | 0.1 | $2.4M | 24k | 102.69 |
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| Spdr Index Shares Funds State Etf (SPDW) | 0.1 | $2.4M | 48k | 50.39 |
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| Siemens Energy AG - Adr (SMERY) | 0.1 | $2.4M | +400% | 62k | 38.14 |
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| Verizon Communications (VZ) | 0.1 | $2.3M | 55k | 42.34 |
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| Netflix (NFLX) | 0.1 | $2.3M | +8% | 32k | 71.40 |
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| Howmet Aerospace (HWM) | 0.1 | $2.3M | +4% | 8.5k | 268.86 |
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| Vaneck ETF Trust Semiconductr Etf (SMH) | 0.1 | $2.3M | 3.5k | 655.89 |
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| Palantir Technologies (PLTR) | 0.1 | $2.2M | +5% | 19k | 116.67 |
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| iShares Semiconductor ETF Etf (SOXX) | 0.1 | $2.2M | 3.5k | 640.69 |
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| Walt Disney Company (DIS) | 0.1 | $2.2M | -10% | 23k | 96.25 |
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| Ge Vernova (GEV) | 0.1 | $2.2M | +13% | 1.9k | 1174.88 |
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| Nextera Energy (NEE) | 0.1 | $2.2M | +2% | 25k | 87.77 |
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| FT Vest Fund of Buffer ETFs Etf (BUFR) | 0.1 | $2.2M | -16% | 59k | 36.53 |
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| Ishares Global Energy ETF Etf (IXC) | 0.1 | $2.1M | 44k | 49.13 |
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| CSX Corporation (CSX) | 0.1 | $2.1M | +2% | 45k | 47.53 |
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| Western Digital (WDC) | 0.1 | $2.1M | +23% | 3.3k | 638.72 |
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| Pulte (PHM) | 0.1 | $2.1M | +10% | 15k | 137.21 |
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| Vanguard Index Fds Vanguard Gr Etf (VUG) | 0.1 | $2.1M | +517% | 24k | 86.14 |
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| iShares Edge MSCI USA Momentum Etf (MTUM) | 0.1 | $2.0M | +7% | 6.0k | 342.81 |
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| Philip Morris International (PM) | 0.1 | $2.0M | +6% | 11k | 180.92 |
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| Expedia (EXPE) | 0.1 | $2.0M | -6% | 7.7k | 255.87 |
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| Seagate Technology (STX) | 0.1 | $1.9M | -5% | 2.0k | 965.05 |
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| Ishares Tr Russell 2500 ETF Etf (SMMD) | 0.1 | $1.9M | 21k | 91.63 |
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| Eaton (ETN) | 0.1 | $1.9M | +4% | 4.5k | 426.12 |
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| Vanguard World Fd Inf Tech ETF Etf (VGT) | 0.1 | $1.9M | +673% | 16k | 119.52 |
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| Greenlight Capital Re Ltd cl a (GLRE) | 0.1 | $1.9M | -31% | 117k | 16.18 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.9M | -6% | 18k | 102.19 |
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| Lowe's Companies (LOW) | 0.1 | $1.9M | -4% | 8.5k | 220.48 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.9M | +8% | 7.3k | 255.67 |
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| Vanguard Extended Market ETF Etf (VXF) | 0.1 | $1.8M | 7.5k | 246.21 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.8M | +6% | 31k | 57.62 |
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| SPDR Gold Trust Etf (GLD) | 0.1 | $1.7M | -3% | 4.7k | 368.38 |
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| TJX Companies (TJX) | 0.1 | $1.7M | +5% | 11k | 151.50 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.7M | +12% | 2.7k | 623.58 |
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| Vanguard S&P 500 Growth ETF Etf (VOOG) | 0.1 | $1.7M | +500% | 20k | 82.62 |
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| Ishares S&P Small-Cap 600 Valu Etf (IJS) | 0.1 | $1.7M | -3% | 12k | 136.68 |
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| Deere & Company (DE) | 0.1 | $1.6M | +13% | 2.5k | 634.33 |
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| Ishares Core Msci Emerging Mar Etf (IEMG) | 0.1 | $1.6M | -2% | 19k | 82.84 |
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| Automatic Data Processing (ADP) | 0.1 | $1.6M | +6% | 7.0k | 223.96 |
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| iShares GSCI Commodity Indexed Etf (GSG) | 0.1 | $1.6M | 55k | 28.60 |
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| UniCredit SpA - Adr (UNCRY) | 0.1 | $1.6M | 35k | 44.71 |
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| Sandisk Corp (SNDK) | 0.1 | $1.6M | +42% | 682.00 | 2274.02 |
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| Boeing Company (BA) | 0.1 | $1.5M | +24% | 6.9k | 216.47 |
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| Asml Holding (ASML) | 0.1 | $1.5M | -5% | 741.00 | 1989.44 |
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| Ishares National Muni Bond ETF Etf (MUB) | 0.1 | $1.4M | -8% | 13k | 107.62 |
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| Ishares Trust Core Divid Gwth Etf (DGRO) | 0.1 | $1.4M | +9% | 19k | 75.79 |
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| Ishares S&P 100 ETF Etf (OEF) | 0.1 | $1.4M | 3.9k | 365.88 |
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| Chubb (CB) | 0.1 | $1.4M | +3% | 4.0k | 340.74 |
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| Select Sector Spdr Trust State Etf (XLB) | 0.1 | $1.4M | +2% | 27k | 50.83 |
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| FedEx Corporation (FDX) | 0.1 | $1.4M | +7% | 4.3k | 313.13 |
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| Paychex (PAYX) | 0.1 | $1.3M | +19% | 14k | 98.33 |
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| Schwab Strategic Tr Us Small-C Etf (SCHA) | 0.1 | $1.3M | -18% | 37k | 36.13 |
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| Linde (LIN) | 0.1 | $1.3M | +7% | 2.5k | 518.94 |
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| Madison Square Garden Cl A (MSGS) | 0.1 | $1.3M | 3.2k | 401.84 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | -12% | 6.2k | 205.02 |
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| Comfort Systems USA (FIX) | 0.1 | $1.2M | +9% | 629.00 | 1981.95 |
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| Vanguard Index Fds Vanguard Va Etf (VTV) | 0.1 | $1.2M | 5.6k | 217.94 |
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| Simon Property (SPG) | 0.1 | $1.2M | +12% | 5.3k | 223.66 |
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| Dbx ETF Trust Xtrackers Artifi Etf (XAIX) | 0.1 | $1.2M | 20k | 57.55 |
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| Comcast Corporation (CMCSA) | 0.1 | $1.2M | +2% | 47k | 24.55 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | -2% | 8.0k | 143.15 |
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| iShares Barclays Aggregate Bon Etf (AGG) | 0.1 | $1.1M | 12k | 98.98 |
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| Palo Alto Networks (PANW) | 0.1 | $1.1M | +22% | 3.3k | 341.02 |
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| First Trust DW Focus 5 Fund Etf (FV) | 0.1 | $1.1M | 15k | 75.88 |
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| Travelers Companies (TRV) | 0.1 | $1.1M | +6% | 3.4k | 330.12 |
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| Vaneck ETF Trust High Yld Muni Etf (HYD) | 0.1 | $1.1M | 22k | 51.51 |
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| Rockwell Automation (ROK) | 0.1 | $1.1M | +188% | 2.2k | 495.08 |
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| Amphenol Corporation (APH) | 0.1 | $1.1M | +26% | 6.0k | 176.32 |
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| Ishares Tr Rus Mid Cap ETF Etf (IWR) | 0.1 | $1.1M | 9.5k | 110.32 |
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| First Tr Exchange Traded Fd Vi Etf (TDIV) | 0.1 | $1.1M | 9.2k | 114.88 |
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| Pfizer (PFE) | 0.1 | $1.0M | 44k | 24.08 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.0M | 13k | 82.64 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | +9% | 11k | 92.27 |
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| Arista Networks (ANET) | 0.1 | $991k | -17% | 5.8k | 169.88 |
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| Ishares Tr Ishares Biotech Etf (IBB) | 0.1 | $983k | -6% | 5.2k | 190.19 |
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| General Motors Company (GM) | 0.1 | $982k | +30% | 13k | 77.08 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $979k | -20% | 3.3k | 298.08 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $951k | 17k | 56.04 |
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| At&t (T) | 0.1 | $923k | -6% | 45k | 20.70 |
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| Schwab Us Broad Market ETF Etf (SCHB) | 0.1 | $908k | +4% | 31k | 28.96 |
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| McKesson Corporation (MCK) | 0.1 | $908k | 1.2k | 755.69 |
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| Teradyne (TER) | 0.1 | $907k | +16% | 1.9k | 483.84 |
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| Ishares Tr Msci Acwi Ex Us Etf (ACWX) | 0.1 | $899k | 12k | 76.11 |
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| Phillips 66 (PSX) | 0.1 | $891k | -3% | 5.3k | 169.05 |
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| Exchange Traded Concepts Tr Ro Etf (ROBO) | 0.1 | $888k | +2% | 10k | 85.66 |
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| Analog Devices (ADI) | 0.1 | $887k | 2.2k | 397.17 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $884k | +16% | 1.8k | 501.36 |
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| Vanguard Scottsdale Funds Vang Etf (VCIT) | 0.1 | $883k | 11k | 82.65 |
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| Corning Incorporated (GLW) | 0.1 | $880k | 3.4k | 255.40 |
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| Airbnb (ABNB) | 0.1 | $874k | -8% | 6.1k | 143.11 |
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| Centene Corporation (CNC) | 0.1 | $873k | -10% | 14k | 64.19 |
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| Ultra Clean Holdings (UCTT) | 0.1 | $871k | -46% | 6.1k | 142.59 |
|
| Ishares Global Tech ETF Etf (IXN) | 0.1 | $870k | +6% | 6.0k | 144.48 |
|
| Select Sector Spdr Trust State Etf (XLI) | 0.1 | $856k | -2% | 4.6k | 185.25 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $832k | +2% | 13k | 62.89 |
|
| Kinross Gold Corp (KGC) | 0.0 | $823k | -19% | 35k | 23.62 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $820k | 2.8k | 289.43 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $817k | +15% | 5.7k | 144.61 |
|
| Capital One Financial (COF) | 0.0 | $814k | +38% | 4.1k | 200.62 |
|
| Jp Morgan ETF Trust Active Bon Etf (JBND) | 0.0 | $813k | +14% | 15k | 53.50 |
|
| General Dynamics Corporation (GD) | 0.0 | $809k | -29% | 2.3k | 354.25 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $805k | -43% | 4.8k | 166.68 |
|
| First Trust Cloudputing ETF Etf (SKYY) | 0.0 | $801k | -16% | 6.0k | 134.56 |
|
| Ishares Msci Eafe ETF Etf (EFA) | 0.0 | $800k | 7.7k | 103.88 |
|
|
| Williams Companies (WMB) | 0.0 | $798k | +12% | 11k | 74.34 |
|
| Edison International (EIX) | 0.0 | $779k | -2% | 11k | 74.45 |
|
| S&p Global (SPGI) | 0.0 | $776k | -7% | 1.9k | 407.26 |
|
| Dominion Resources (D) | 0.0 | $775k | +10% | 11k | 68.29 |
|
| Vanguard Whitehall Fds Intl Hi Etf (VYMI) | 0.0 | $773k | +7% | 7.9k | 98.20 |
|
| Ishares Tr S&P Small Cap 600 G Etf (IJT) | 0.0 | $769k | +51% | 4.3k | 178.60 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $763k | +7% | 780.00 | 978.12 |
|
| U.S. Bancorp (USB) | 0.0 | $761k | +11% | 13k | 60.40 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $759k | +22% | 8.3k | 91.68 |
|
| Altria (MO) | 0.0 | $740k | +12% | 10k | 71.95 |
|
| Ross Stores (ROST) | 0.0 | $734k | +2% | 3.4k | 212.85 |
|
| Pimco ETF Tr Active Bd ETF Etf (BOND) | 0.0 | $729k | -3% | 7.9k | 92.20 |
|
| United Parcel Service (UPS) | 0.0 | $726k | -5% | 6.8k | 107.51 |
|
| Metropcs Communications (TMUS) | 0.0 | $716k | +49% | 4.3k | 167.72 |
|
| Booking Holdings (BKNG) | 0.0 | $714k | +2551% | 4.0k | 178.24 |
|
| PG&E Corporation (PCG) | 0.0 | $709k | -8% | 42k | 16.82 |
|
| Select Sector Spdr Trust State Etf (XLC) | 0.0 | $704k | 6.6k | 107.13 |
|
|
| Shopify Inc cl a (SHOP) | 0.0 | $701k | 6.1k | 114.18 |
|
|
| Waters Corporation (WAT) | 0.0 | $697k | +3% | 1.9k | 375.04 |
|
| Dover Corporation (DOV) | 0.0 | $692k | -3% | 3.1k | 224.28 |
|
| Sitime Corp (SITM) | 0.0 | $685k | +8% | 919.00 | 745.56 |
|
| Spdr Series Trust State Street Etf (XAR) | 0.0 | $680k | +3% | 2.4k | 283.79 |
|
| Wisdomtree MidCap Dividend Fun Etf (DON) | 0.0 | $677k | -7% | 12k | 56.52 |
|
| First Tr Exchange-Traded Fd Iv Etf (FTSL) | 0.0 | $671k | +183% | 15k | 44.75 |
|
| Ishares Trust Core Msci Eafe E Etf (IEFA) | 0.0 | $670k | 6.9k | 96.59 |
|
|
| ConocoPhillips (COP) | 0.0 | $670k | +10% | 6.4k | 103.96 |
|
| Technipfmc (FTI) | 0.0 | $641k | 9.7k | 66.30 |
|
|
| Invsc S P 500 Momentum Etf Etf (SPMO) | 0.0 | $636k | 3.9k | 161.54 |
|
|
| Vanguard Scottsdale Funds Vang Etf (VONG) | 0.0 | $633k | 5.0k | 127.82 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $633k | +14% | 1.9k | 334.82 |
|
| Waste Management (WM) | 0.0 | $627k | -2% | 2.8k | 222.88 |
|
| Intuitive Surgical (ISRG) | 0.0 | $627k | -13% | 1.6k | 397.68 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $620k | +42% | 1.2k | 496.73 |
|
| Ishares S&P 500 Growth ETF Etf (IVW) | 0.0 | $618k | 4.5k | 137.53 |
|
|
| Ishares Tr Pfd And Incm Sec Etf (PFF) | 0.0 | $616k | -26% | 20k | 30.49 |
|
| Quanta Services (PWR) | 0.0 | $615k | +14% | 854.00 | 720.04 |
|
| Targa Res Corp (TRGP) | 0.0 | $613k | 2.3k | 268.16 |
|
|
| Madison Square (SPHR) | 0.0 | $612k | 3.5k | 173.03 |
|
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 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
- Pinnacle Wealth Management Advisory Group 2022 Q3 filed Nov. 10, 2022