Pinnacle Wealth Management
Latest statistics and disclosures from Pinnacle Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWM, NVDA, AXON, AMZN, META, and represent 31.95% of Pinnacle Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWM (+$12M), PLTR, AXON, KIM, SPGI, VRTX, MLI, NVO, LLY, COST.
- Started 8 new stock positions in VRTX, SPGI, IWM, LLY, KIM, MLI, NVO, PLTR.
- Reduced shares in these 10 stocks: , , NVDA, , DECK, IBP, BLD, ZS, META, .
- Sold out of its positions in COP, DECK, FANG, EOG, EXP, HCI, IBP, MPC, REX, CRM. NOW, BLD, ZS.
- Pinnacle Wealth Management was a net buyer of stock by $2.6M.
- Pinnacle Wealth Management has $84M in assets under management (AUM), dropping by 4.59%.
- Central Index Key (CIK): 0001911464
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Portfolio Holdings for Pinnacle Wealth Management
Pinnacle Wealth Management holds 36 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Russell 2000 Etf (IWM) | 14.7 | $12M | NEW | 56k | 220.89 |
|
NVIDIA Corporation (NVDA) | 5.0 | $4.2M | -29% | 35k | 121.44 |
|
Axon Enterprise (AXON) | 4.4 | $3.7M | +196% | 9.3k | 399.60 |
|
Amazon (AMZN) | 3.9 | $3.3M | -7% | 18k | 186.33 |
|
Meta Platforms Cl A (META) | 3.8 | $3.2M | -29% | 5.6k | 572.44 |
|
Arista Networks (ANET) | 3.7 | $3.1M | -29% | 8.0k | 383.82 |
|
Alphabet Cap Stk Cl C (GOOG) | 3.6 | $3.0M | -8% | 18k | 167.19 |
|
Intuitive Surgical Com New (ISRG) | 3.3 | $2.8M | -23% | 5.6k | 491.27 |
|
Advanced Micro Devices (AMD) | 3.2 | $2.7M | -8% | 16k | 164.08 |
|
Caterpillar (CAT) | 3.0 | $2.5M | -10% | 6.5k | 391.12 |
|
Apple (AAPL) | 3.0 | $2.5M | 11k | 233.00 |
|
|
Palantir Technologies Cl A (PLTR) | 3.0 | $2.5M | NEW | 67k | 37.20 |
|
Palo Alto Networks (PANW) | 2.9 | $2.5M | -10% | 7.2k | 341.80 |
|
Kla Corp Com New (KLAC) | 2.9 | $2.5M | -2% | 3.2k | 774.41 |
|
Kimco Realty Corporation (KIM) | 2.9 | $2.4M | NEW | 104k | 23.22 |
|
Tesla Motors (TSLA) | 2.9 | $2.4M | -7% | 9.2k | 261.63 |
|
Microsoft Corporation (MSFT) | 2.8 | $2.3M | -23% | 5.5k | 430.30 |
|
American Express Company (AXP) | 2.8 | $2.3M | -2% | 8.5k | 271.20 |
|
TransDigm Group Incorporated (TDG) | 2.7 | $2.3M | -13% | 1.6k | 1427.13 |
|
S&p Global (SPGI) | 2.7 | $2.3M | NEW | 4.4k | 516.62 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $2.2M | NEW | 4.8k | 465.08 |
|
Mueller Industries (MLI) | 2.6 | $2.1M | NEW | 29k | 74.10 |
|
JPMorgan Chase & Co. (JPM) | 2.5 | $2.1M | -2% | 10k | 210.86 |
|
Netflix (NFLX) | 2.1 | $1.8M | -6% | 2.5k | 709.27 |
|
Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $1.7M | +6% | 6.2k | 280.47 |
|
Cadence Design Systems (CDNS) | 2.1 | $1.7M | 6.4k | 271.03 |
|
|
Costco Wholesale Corporation (COST) | 1.6 | $1.4M | +61% | 1.5k | 886.52 |
|
Novo-nordisk A S Adr (NVO) | 1.4 | $1.2M | NEW | 9.9k | 119.07 |
|
Eli Lilly & Co. (LLY) | 1.4 | $1.2M | NEW | 1.3k | 885.94 |
|
Super Micro Computer | 1.0 | $845k | -27% | 2.0k | 416.40 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $648k | +71% | 13k | 51.50 |
|
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.7 | $614k | -3% | 5.6k | 109.56 |
|
T Rowe Price Etf Cap Appreciation (TCAF) | 0.6 | $535k | -3% | 16k | 33.25 |
|
Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $356k | 13k | 26.65 |
|
|
Schwab Strategic Tr Fundamental Emer (FNDE) | 0.3 | $246k | +2% | 7.6k | 32.27 |
|
Select Sector Spdr Tr Technology (XLK) | 0.3 | $216k | 957.00 | 225.76 |
|
Past Filings by Pinnacle Wealth Management
SEC 13F filings are viewable for Pinnacle Wealth Management going back to 2021
- Pinnacle Wealth Management 2024 Q3 filed Nov. 13, 2024
- Pinnacle Wealth Management 2024 Q2 filed July 30, 2024
- Pinnacle Wealth Management 2024 Q1 filed May 6, 2024
- Pinnacle Wealth Management 2023 Q4 filed Jan. 24, 2024
- Pinnacle Wealth Management 2023 Q3 filed Oct. 19, 2023
- Pinnacle Wealth Management 2023 Q2 filed Aug. 10, 2023
- Pinnacle Wealth Management 2022 Q4 filed Jan. 30, 2023
- Pinnacle Wealth Management 2022 Q3 filed Oct. 24, 2022
- Pinnacle Wealth Management 2022 Q2 filed July 28, 2022
- Pinnacle Wealth Management 2022 Q1 filed April 29, 2022
- Pinnacle Wealth Management 2021 Q4 filed Feb. 22, 2022