Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, VYM, VB, and represent 17.54% of Pinnacle Wealth Management Advisory Group's stock portfolio.
Added to shares of these 10 stocks: COPY (+$7.8M), HELO (+$6.1M), VTI, LITE, VEU, CCLFX, SPDW, MRK, SMERY, USFR.
Started 73 new stock positions in WBD, TIGO, EOG, BAESY, EFX, AIOT, SNDK, HL, MINT, VUSB.
Reduced shares in these 10 stocks: FDN, VEA, IJR, AAPL, MSFT, DFAI, JNJ, UNH, SPY, DFAE.
Sold out of its positions in AEIS, AVAV, ALEX, APP, TEAM, Bank Of Nova Scotia 0.00000pcnt 1, BBY, CVGW, NET, Confluent.
Pinnacle Wealth Management Advisory Group was a net buyer of stock by $33M.
Pinnacle Wealth Management Advisory Group has $1.5B in assets under management (AUM), dropping by 0.73%.
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 550 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Pinnacle Wealth Management Advisory Group has 550 total positions. Only the first 250 positions are shown.

Sign up to view all of the Pinnacle Wealth Management Advisory Group March 31, 2026 positions
Download the Pinnacle Wealth Management Advisory Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Vanguard To Etf (VTI)	4.0	$59M	+6%	184k	320.81	View chart
Apple (AAPL)	3.8	$55M	-5%	217k	253.79	View chart
iShares MSCI USA Quality Etf (QUAL)	3.7	$54M		283k	191.81	View chart
Vanguard High Div Yield ETF Etf (VYM)	3.1	$46M		307k	148.10	View chart
Vanguard Small-Cap ETF Etf (VB)	2.9	$43M	+3%	164k	261.92	View chart
Vanguard FTSE All World Ex US Etf (VEU)	2.7	$40M	+6%	526k	75.10	View chart
Invesco QQQ Trust Series I Etf (QQQ)	2.6	$38M		66k	577.18	View chart
Ishares Core S&P 500 ETF Etf (IVV)	2.4	$34M	+3%	53k	653.22	View chart
State Street SPDR S&P 500 ETF Etf (SPY)	2.2	$33M	-3%	50k	650.34	View chart
NVIDIA Corporation (NVDA)	2.1	$31M	+5%	178k	174.40	View chart
Microsoft Corporation (MSFT)	2.1	$31M	-4%	83k	370.17	View chart
Vanguard Developed Markets Ind Etf (VEA)	1.7	$25M	-11%	388k	64.08	View chart
Alphabet Inc Class A cs (GOOGL)	1.6	$24M		84k	287.56	View chart
JPMorgan Equity Premium ETF Etf (JEPI)	1.6	$23M	+7%	412k	56.68	View chart
Ishares Core S&P Mid-Cap ETF Etf (IJH)	1.4	$21M	-2%	309k	67.53	View chart
Johnson & Johnson (JNJ)	1.3	$20M	-6%	81k	244.44	View chart
Broadcom (AVGO)	1.3	$19M		62k	309.51	View chart
Ishares Core S&P Small-Cap E Etf (IJR)	1.3	$19M	-13%	154k	124.31	View chart
Schwab Us Dividend Equity ETF Etf (SCHD)	1.3	$19M		607k	30.68	View chart
Wisdomtree Us Dividend Grow Etf (DGRW)	1.2	$18M	+5%	208k	87.84	View chart
Berkshire Hathaway (BRK.B)	1.2	$18M	-4%	38k	479.20	View chart
Vanguard Bd Index Fd Tot Mkt Etf (BND)	1.2	$18M	+4%	240k	73.64	View chart
Invesco Exchange Traded Fd Tr Etf (RSP)	1.1	$17M	+2%	87k	191.92	View chart
Amazon (AMZN)	1.1	$17M	-2%	80k	208.27	View chart
Wal-Mart Stores (WMT)	1.1	$16M		132k	124.28	View chart
Ishares Russell 2000 ETF Etf (IWM)	1.0	$15M	-3%	59k	248.00	View chart
Dimensional ETF Trust Dimensio Etf (DUHP)	1.0	$15M		396k	36.76	View chart
Dimensional International Core Etf (DFAI)	0.9	$14M	-8%	357k	38.96	View chart
Ssga Active Tr State Street Do Etf (TOTL)	0.9	$13M	+8%	338k	39.73	View chart
JPMorgan Chase & Co. (JPM)	0.8	$12M		41k	294.16	View chart
JPMorgan Hedged Equity Laddere Etf (HELO)	0.8	$12M	+106%	185k	63.91	View chart
Dimensional ETF Trust Us Small Etf (DFSV)	0.8	$11M	-3%	319k	35.04	View chart
Facebook Inc cl a (META)	0.7	$10M	+19%	18k	572.14	View chart
Merck & Co (MRK)	0.6	$8.9M	+31%	74k	120.29	View chart
FT Vest Rising DVD Achievers T Etf (RDVI)	0.6	$8.9M		346k	25.55	View chart
Morgan Stanley (MS)	0.6	$8.5M	+2%	52k	164.57	View chart
First Tr Exchange Traded Fd Ii Etf (CIBR)	0.6	$8.2M	+5%	131k	62.68	View chart
Procter & Gamble Company (PG)	0.6	$8.1M	-2%	56k	144.44	View chart
MasterCard Incorporated (MA)	0.5	$7.8M	-8%	16k	499.67	View chart
Tweedy, Browne Insider Value Etf (COPY)	0.5	$7.8M	NEW	566k	13.72	View chart
Raytheon Technologies Corp (RTX)	0.5	$7.7M	-7%	40k	192.90	View chart
First Tr Exchange-Traded Fd Vi Etf (SDVY)	0.5	$7.6M	+10%	193k	39.43	View chart
Ishares Tr 7-10 Yr Trsy Bd Etf (IEF)	0.5	$7.5M	+3%	79k	95.44	View chart
First Tr Exchange-Traded Fd Vi Etf (RDVY)	0.5	$7.4M	+3%	109k	68.28	View chart
American Express Company (AXP)	0.5	$7.3M	-5%	24k	302.48	View chart
Vanguard Intl Equity Index Fds Etf (VWO)	0.5	$6.9M	-5%	128k	54.05	View chart
Vanguard Large Cap ETF Etf (VV)	0.5	$6.9M		23k	298.85	View chart
Blackrock (BLK)	0.5	$6.8M		7.1k	961.65	View chart
State Street Spdr S&P Midcap 4 Etf (MDY)	0.4	$6.5M	-2%	11k	616.76	View chart
Dimensional ETF Trust Emgr Cre Etf (DFAE)	0.4	$6.4M	-13%	188k	33.86	View chart
Cisco Systems (CSCO)	0.4	$6.3M	-2%	82k	77.59	View chart
Costco Wholesale Corporation (COST)	0.4	$6.3M	+6%	6.3k	996.42	View chart
Alphabet Inc Class C cs (GOOG)	0.4	$6.2M	-10%	22k	286.86	View chart
Vanguard Index Funds S&P 500 E Etf (VOO)	0.4	$6.0M		10k	597.57	View chart
Lockheed Martin Corporation (LMT)	0.4	$6.0M	-3%	9.9k	604.39	View chart
Tesla Motors (TSLA)	0.4	$5.9M	+20%	16k	371.76	View chart
Home Depot (HD)	0.4	$5.8M		18k	328.90	View chart
Lam Research (LRCX)	0.4	$5.7M	-11%	27k	213.66	View chart
Pepsi (PEP)	0.4	$5.6M	-3%	36k	155.29	View chart
Caterpillar (CAT)	0.4	$5.5M	-4%	7.7k	708.43	View chart
State Street SPDR Dow Jones In Etf (DIA)	0.4	$5.4M	-2%	12k	463.20	View chart
Cliffwater Corporate Lending F mut (CCLFX)	0.4	$5.4M	+73%	512k	10.54	View chart
Ishares Tr Msci Acwi ETF Etf (ACWI)	0.4	$5.3M	+8%	38k	138.37	View chart
Welltower Inc Com reit (WELL)	0.4	$5.2M		26k	197.71	View chart
Illinois Tool Works (ITW)	0.4	$5.2M		20k	260.29	View chart
Amg	0.4	$5.1M	+10%	193k	26.65	View chart
McDonald's Corporation (MCD)	0.3	$5.1M		16k	310.79	View chart
Vanguard Tax Exempt Bond ETF Etf (VTEB)	0.3	$5.0M		99k	49.89	View chart
Amgen (AMGN)	0.3	$4.9M		14k	351.85	View chart
Gilead Sciences (GILD)	0.3	$4.7M	+3%	33k	139.37	View chart
Visa (V)	0.3	$4.6M	+21%	15k	302.24	View chart
Vanguard Total Intl Stock Inde Etf (VXUS)	0.3	$4.5M	-2%	59k	77.11	View chart
Vanguard Mid-Cap ETF Etf (VO)	0.3	$4.5M	+3%	16k	287.18	View chart
KLA-Tencor Corporation (KLAC)	0.3	$4.5M	+2%	3.1k	1472.52	View chart
Ishares Tr 3 7 Yr Treas Bd Etf (IEI)	0.3	$4.5M	+5%	38k	118.60	View chart
Global X Robotics & Artificial Etf (BOTZ)	0.3	$4.5M	+11%	135k	33.22	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.4M		26k	169.66	View chart
Coca-Cola Company (KO)	0.3	$4.4M	-6%	58k	76.05	View chart
J P Morgan Nasdaq Eqt Prm Etf (JEPQ)	0.3	$4.3M	+8%	78k	55.52	View chart
First Tr Exchange Traded Fd Do Etf (FDN)	0.3	$4.3M	-50%	18k	234.02	View chart
Valero Energy Corporation (VLO)	0.3	$4.3M	+3%	17k	247.08	View chart
Chevron Corporation (CVX)	0.3	$4.2M	+3%	20k	206.90	View chart
International Business Machines (IBM)	0.3	$4.0M	-5%	16k	242.38	View chart
WisdomTree Bloomberg Fl Rate T Etf (USFR)	0.3	$3.9M	+105%	78k	50.34	View chart
Eli Lilly & Co. (LLY)	0.3	$3.9M		4.3k	919.77	View chart
Vanguard Specialized Funds Div Etf (VIG)	0.3	$3.7M	-3%	17k	215.07	View chart
Applied Materials (AMAT)	0.2	$3.6M	+5%	11k	341.77	View chart
Abbvie (ABBV)	0.2	$3.5M	-2%	16k	217.49	View chart
Bank of America Corporation (BAC)	0.2	$3.5M	-2%	72k	48.75	View chart
Cliffwater Enhanced Lending Fu (CELFX)	0.2	$3.5M	+118%	315k	11.01	View chart
Schwab Strategic Tr Us Mid-Cap Etf (SCHM)	0.2	$3.4M		109k	30.96	View chart
Southern Company (SO)	0.2	$3.4M		35k	96.52	View chart
Lumentum Hldgs (LITE)	0.2	$3.2M	NEW	4.5k	702.76	View chart
Ishares Tr Core Msci Total Etf (IXUS)	0.2	$3.1M		36k	86.64	View chart
Micron Technology (MU)	0.2	$3.0M	+2%	8.9k	337.84	View chart
Greenlight Capital Re Ltd cl a (GLRE)	0.2	$2.9M		170k	17.29	View chart
Ishares Tr Eafe Sml Cp ETF Etf (SCZ)	0.2	$2.9M	-11%	38k	78.41	View chart
Vanguard Interm-Term Govt Bd Etf (VGIT)	0.2	$2.9M		49k	59.55	View chart
Netflix (NFLX)	0.2	$2.9M	-7%	30k	96.15	View chart
Verizon Communications (VZ)	0.2	$2.7M	+7%	54k	50.20	View chart
General Electric (GE)	0.2	$2.7M	+72%	9.5k	283.77	View chart
Palantir Technologies (PLTR)	0.2	$2.7M	+43%	18k	146.28	View chart
PNC Financial Services (PNC)	0.2	$2.6M		13k	208.09	View chart
Goldman Sachs (GS)	0.2	$2.6M	-7%	3.0k	845.99	View chart
Oracle Corporation (ORCL)	0.2	$2.6M	-2%	17k	147.11	View chart
Ishares Global Energy ETF Etf (IXC)	0.2	$2.5M		44k	57.61	View chart
Walt Disney Company (DIS)	0.2	$2.5M	-11%	26k	96.38	View chart
FT Vest Fund of Buffer ETFs Etf (BUFR)	0.2	$2.4M		71k	33.77	View chart
Cummins (CMI)	0.2	$2.4M		4.4k	538.02	View chart
Nestle Sa-Spons Adr (NSRGY)	0.2	$2.3M		24k	99.10	View chart
Citigroup (C)	0.2	$2.3M		20k	113.41	View chart
Nextera Energy (NEE)	0.2	$2.2M	-7%	24k	92.88	View chart
Spdr Index Shares Funds State Etf (SPDW)	0.1	$2.2M	NEW	48k	45.65	View chart
Advanced Micro Devices (AMD)	0.1	$2.1M		10k	203.43	View chart
SPDR Gold Trust Etf (GLD)	0.1	$2.1M	+31%	4.9k	430.29	View chart
Lowe's Companies (LOW)	0.1	$2.1M	+3%	8.9k	236.27	View chart
W.W. Grainger (GWW)	0.1	$2.1M	+6%	1.9k	1090.84	View chart
Siemens Energy AG - Adr (SMERY)	0.1	$2.1M	NEW	12k	168.72	View chart
Select Sector Spdr Trust State Etf (XLK)	0.1	$2.0M		15k	132.90	View chart
Rolls Royce Holdings Adr (RYCEY)	0.1	$2.0M	NEW	127k	15.42	View chart
Expedia (EXPE)	0.1	$1.9M		8.3k	230.90	View chart
Howmet Aerospace (HWM)	0.1	$1.9M	+313%	8.1k	230.46	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.9M	+7%	2.4k	772.66	View chart
Qualcomm (QCOM)	0.1	$1.8M	+4%	14k	128.78	View chart
Pimco Enhanced Short Maturity Etf (MINT)	0.1	$1.8M	NEW	18k	100.57	View chart
CSX Corporation (CSX)	0.1	$1.8M	+2%	44k	41.05	View chart
iShares GSCI Commodity Indexed Etf (GSG)	0.1	$1.8M		55k	32.25	View chart
Starbucks Corporation (SBUX)	0.1	$1.8M		20k	89.59	View chart
Bristol Myers Squibb (BMY)	0.1	$1.7M	-4%	29k	60.65	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.7M	+34%	7.1k	243.08	View chart
TJX Companies (TJX)	0.1	$1.7M		11k	159.70	View chart
Philip Morris International (PM)	0.1	$1.7M	+13%	10k	165.34	View chart
Vanguard Index Fds Vanguard Gr Etf (VUG)	0.1	$1.7M	+6%	3.9k	436.81	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.6M	+8%	6.7k	244.18	View chart
Pulte (PHM)	0.1	$1.6M	+6%	14k	117.61	View chart
Ishares Tr Russell 2500 ETF Etf (SMMD)	0.1	$1.6M	NEW	21k	76.35	View chart
Ishares National Muni Bond ETF Etf (MUB)	0.1	$1.6M		15k	106.15	View chart
Vanguard Extended Market ETF Etf (VXF)	0.1	$1.5M		7.5k	205.80	View chart
Eaton (ETN)	0.1	$1.5M	+4%	4.3k	357.67	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.5M	+45%	8.6k	173.46	View chart
Ishares S&P Small-Cap 600 Valu Etf (IJS)	0.1	$1.5M	-6%	13k	118.45	View chart
Vanguard World Fd Inf Tech ETF Etf (VGT)	0.1	$1.5M	+28%	2.1k	697.84	View chart
Ge Vernova (GEV)	0.1	$1.4M	+2%	1.7k	872.91	View chart
FedEx Corporation (FDX)	0.1	$1.4M		4.0k	356.18	View chart
Ishares Core Msci Emerging Mar Etf (IEMG)	0.1	$1.4M	-6%	20k	69.75	View chart
At&t (T)	0.1	$1.4M	-4%	48k	28.99	View chart
Vanguard S&P 500 Growth ETF Etf (VOOG)	0.1	$1.4M	+6%	3.4k	407.69	View chart
Automatic Data Processing (ADP)	0.1	$1.3M	-38%	6.6k	203.19	View chart
iShares Edge MSCI USA Momentum Etf (MTUM)	0.1	$1.3M		5.6k	239.99	View chart
Kinross Gold Corp (KGC)	0.1	$1.3M	NEW	44k	30.52	View chart
Vaneck ETF Trust Semiconductr Etf (SMH)	0.1	$1.3M		3.5k	383.40	View chart
Comcast Corporation (CMCSA)	0.1	$1.3M	+58%	46k	28.71	View chart
Select Sector Spdr Trust State Etf (XLB)	0.1	$1.3M	+19%	26k	49.97	View chart
Schwab Strategic Tr Us Small-C Etf (SCHA)	0.1	$1.3M		45k	29.08	View chart
Chubb (CB)	0.1	$1.3M		3.9k	325.93	View chart
Deere & Company (DE)	0.1	$1.3M	-26%	2.2k	563.30	View chart
UniCredit SpA - Adr (UNCRY)	0.1	$1.3M	NEW	35k	36.06	View chart
Ishares S&P 100 ETF Etf (OEF)	0.1	$1.2M		3.9k	318.08	View chart
Ishares Trust Core Divid Gwth Etf (DGRO)	0.1	$1.2M		17k	70.18	View chart
Pfizer (PFE)	0.1	$1.2M	-29%	43k	28.08	View chart
iShares Semiconductor ETF Etf (SOXX)	0.1	$1.2M		3.5k	328.62	View chart
Linde (LIN)	0.1	$1.2M	-6%	2.3k	495.76	View chart
iShares Barclays Aggregate Bon Etf (AGG)	0.1	$1.2M		12k	99.27	View chart
Honeywell International (HON)	0.1	$1.1M	-5%	5.0k	226.04	View chart
General Dynamics Corporation (GD)	0.1	$1.1M	-9%	3.2k	343.23	View chart
Boeing Company (BA)	0.1	$1.1M	-6%	5.5k	199.03	View chart
Vanguard Index Fds Vanguard Va Etf (VTV)	0.1	$1.1M	+8%	5.6k	196.21	View chart
Vaneck ETF Trust High Yld Muni Etf (HYD)	0.1	$1.1M	-3%	22k	50.14	View chart
Emerson Electric (EMR)	0.1	$1.1M	-10%	8.2k	131.02	View chart
UnitedHealth (UNH)	0.1	$1.1M	-51%	4.0k	270.59	View chart
Paychex (PAYX)	0.1	$1.1M	+11%	12k	92.12	View chart
Asml Holding (ASML)	0.1	$1.0M	+26%	785.00	1320.83	View chart
McKesson Corporation (MCK)	0.1	$1.0M	+2%	1.2k	865.47	View chart
Madison Square Garden Cl A (MSGS)	0.1	$1.0M	-13%	3.2k	321.40	View chart
Wells Fargo & Company (WFC)	0.1	$1.0M	+5%	13k	79.61	View chart
Phillips 66 (PSX)	0.1	$994k	-17%	5.5k	182.18	View chart
Charles Schwab Corporation (SCHW)	0.1	$967k	+2%	10k	93.98	View chart
Accenture (ACN)	0.1	$949k	-24%	4.8k	198.31	View chart
New Jersey Resources Corporation (NJR)	0.1	$944k	+2%	17k	54.92	View chart
Ishares Tr Ishares Biotech Etf (IBB)	0.1	$936k	-2%	5.5k	168.85	View chart
Ishares Tr Rus Mid Cap ETF Etf (IWR)	0.1	$927k	-39%	9.5k	97.23	View chart
Travelers Companies (TRV)	0.1	$918k	-20%	3.1k	291.68	View chart
First Trust DW Focus 5 Fund Etf (FV)	0.1	$890k	NEW	15k	60.44	View chart
Simon Property (SPG)	0.1	$875k	+4%	4.7k	186.53	View chart
S&p Global (SPGI)	0.1	$873k	+84%	2.1k	425.34	View chart
Arista Networks (ANET)	0.1	$872k	-15%	7.1k	122.78	View chart
Vanguard Scottsdale Funds Vang Etf (VCIT)	0.1	$867k	-3%	11k	82.75	View chart
First Tr Exchange Traded Fd Vi Etf (TDIV)	0.1	$858k		9.2k	93.66	View chart
Servicenow (NOW)	0.1	$848k	+11%	8.1k	104.55	View chart
Intuitive Surgical (ISRG)	0.1	$845k	+11%	1.8k	460.99	View chart
Airbnb (ABNB)	0.1	$842k	+6%	6.7k	126.27	View chart
Ishares Tr Pfd And Incm Sec Etf (PFF)	0.1	$837k	-9%	28k	30.32	View chart
Seagate Technology (STX)	0.1	$825k	+4%	2.1k	391.78	View chart
PG&E Corporation (PCG)	0.1	$809k	+7%	46k	17.57	View chart
Texas Instruments Incorporated (TXN)	0.1	$807k	-29%	4.2k	194.15	View chart
Dbx ETF Trust Xtrackers Artifi Etf (XAIX)	0.1	$800k	-2%	20k	39.89	View chart
Ishares Tr Msci Acwi Ex Us Etf (ACWX)	0.1	$797k		12k	68.47	View chart
Comfort Systems USA (FIX)	0.1	$789k		572.00	1378.99	View chart
Edison International (EIX)	0.1	$786k		11k	73.18	View chart
First Trust Cloudputing ETF Etf (SKYY)	0.1	$782k		7.2k	109.36	View chart
ConocoPhillips (COP)	0.1	$768k	+59%	5.8k	132.01	View chart
Select Sector Spdr Trust State Etf (XLI)	0.1	$768k		4.7k	161.74	View chart
Intel Corporation (INTC)	0.1	$765k	-5%	17k	44.13	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.1	$758k	+10%	13k	58.78	View chart
Schwab Us Broad Market ETF Etf (SCHB)	0.1	$754k	+11%	30k	25.10	View chart
Pimco ETF Tr Active Bd ETF Etf (BOND)	0.1	$753k	-4%	8.2k	92.27	View chart
Thermo Fisher Scientific (TMO)	0.1	$746k	+16%	1.5k	491.53	View chart
Ishares Msci Eafe ETF Etf (EFA)	0.1	$738k	+2%	7.6k	97.13	View chart
Shopify Inc cl a (SHOP)	0.0	$729k		6.1k	118.62	View chart
Select Sector Spdr Trust State Etf (XLC)	0.0	$728k	-4%	6.6k	110.86	View chart
General Motors Company (GM)	0.0	$728k		9.8k	74.50	View chart
Ross Stores (ROST)	0.0	$726k	+2%	3.4k	216.63	View chart
Analog Devices (ADI)	0.0	$725k		2.3k	318.14	View chart
Western Digital (WDC)	0.0	$722k		2.7k	270.49	View chart
Tactile Systems Technology, In (TCMD)	0.0	$719k	-10%	28k	26.13	View chart
Jp Morgan ETF Trust Active Bon Etf (JBND)	0.0	$712k	+18%	13k	53.77	View chart
Ultra Clean Holdings (UCTT)	0.0	$710k	NEW	11k	62.18	View chart
United Parcel Service (UPS)	0.0	$703k	-3%	7.1k	98.39	View chart
J P Morgan Exchange Traded Etf (JPST)	0.0	$697k	+24%	14k	50.61	View chart
Williams Companies (WMB)	0.0	$692k	+10%	9.5k	72.78	View chart
Exchange Traded Concepts Tr Ro Etf (ROBO)	0.0	$689k	-2%	10k	68.43	View chart
Vanguard Whitehall Fds Intl Hi Etf (VYMI)	0.0	$687k	-6%	7.3k	94.24	View chart
Wisdomtree MidCap Dividend Fun Etf (DON)	0.0	$682k	-6%	13k	52.54	View chart
Select Sector Spdr Trust State Etf (XLE)	0.0	$680k	+60%	11k	61.26	View chart
Technipfmc (FTI)	0.0	$680k	+12%	9.8k	69.13	View chart
Dover Corporation (DOV)	0.0	$667k		3.2k	208.45	View chart
Waste Management (WM)	0.0	$665k	-28%	2.9k	229.79	View chart
Parker-Hannifin Corporation (PH)	0.0	$648k	-51%	724.00	895.24	View chart
Dominion Resources (D)	0.0	$637k	+3%	10k	61.82	View chart
Booking Holdings (BKNG)	0.0	$636k	-38%	151.00	4210.32	View chart
Newmont Mining Corporation (NEM)	0.0	$634k		5.9k	108.25	View chart
Clorox Company (CLX)	0.0	$630k		6.1k	103.64	View chart
Ishares Trust Core Msci Eafe E Etf (IEFA)	0.0	$626k	-7%	6.9k	90.53	View chart
AmerisourceBergen (COR)	0.0	$619k		2.0k	314.14	View chart
Danaher Corporation (DHR)	0.0	$606k	+12%	3.2k	189.60	View chart
Occidental Petroleum Corporation (OXY)	0.0	$606k	+19%	9.3k	65.00	View chart
Amphenol Corporation (APH)	0.0	$606k		4.8k	126.35	View chart
Altria (MO)	0.0	$605k	+15%	9.2k	65.99	View chart
Abbott Laboratories (ABT)	0.0	$604k	-16%	5.9k	102.68	View chart
Ishares Gold Tr Ishares Etf (IAU)	0.0	$604k		6.8k	88.16	View chart
Metropcs Communications (TMUS)	0.0	$600k	+81%	2.9k	210.03	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$597k		2.8k	211.90	View chart
Onespaworld Holdings Ltd onespaworld hold (OSW)	0.0	$597k	+13%	26k	22.95	View chart
Lord Abbett Flexible Inc Fund (LLIIX)	0.0	$596k		60k	10.00	View chart
Spdr Series Trust State Street Etf (XAR)	0.0	$590k		2.3k	253.98	View chart
U.S. Bancorp (USB)	0.0	$588k		11k	52.01	View chart
Bank of New York Mellon Corporation (BK)	0.0	$580k	-18%	4.9k	118.63	View chart
Ringcentral (RNG)	0.0	$574k	+56%	15k	37.19	View chart
Colgate-Palmolive Company (CL)	0.0	$574k	-39%	6.7k	85.23	View chart
Duke Energy (DUK)	0.0	$572k	-11%	4.4k	130.94	View chart

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 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
Pinnacle Wealth Management Advisory Group 2022 Q2 filed Aug. 1, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z