Pinnacle Wealth Management

Latest statistics and disclosures from Pinnacle Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Pinnacle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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NVIDIA Corporation (NVDA) 5.0 $4.2M -29% 35k 121.44
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Axon Enterprise (AXON) 4.4 $3.7M +196% 9.3k 399.60
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Amazon (AMZN) 3.9 $3.3M -7% 18k 186.33
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Meta Platforms Cl A (META) 3.8 $3.2M -29% 5.6k 572.44
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Arista Networks (ANET) 3.7 $3.1M -29% 8.0k 383.82
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Alphabet Cap Stk Cl C (GOOG) 3.6 $3.0M -8% 18k 167.19
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Intuitive Surgical Com New (ISRG) 3.3 $2.8M -23% 5.6k 491.27
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Advanced Micro Devices (AMD) 3.2 $2.7M -8% 16k 164.08
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Caterpillar (CAT) 3.0 $2.5M -10% 6.5k 391.12
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Apple (AAPL) 3.0 $2.5M 11k 233.00
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Palantir Technologies Cl A (PLTR) 3.0 $2.5M NEW 67k 37.20
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Palo Alto Networks (PANW) 2.9 $2.5M -10% 7.2k 341.80
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Kla Corp Com New (KLAC) 2.9 $2.5M -2% 3.2k 774.41
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Kimco Realty Corporation (KIM) 2.9 $2.4M NEW 104k 23.22
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Tesla Motors (TSLA) 2.9 $2.4M -7% 9.2k 261.63
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Microsoft Corporation (MSFT) 2.8 $2.3M -23% 5.5k 430.30
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American Express Company (AXP) 2.8 $2.3M -2% 8.5k 271.20
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TransDigm Group Incorporated (TDG) 2.7 $2.3M -13% 1.6k 1427.13
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S&p Global (SPGI) 2.7 $2.3M NEW 4.4k 516.62
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Vertex Pharmaceuticals Incorporated (VRTX) 2.7 $2.2M NEW 4.8k 465.08
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Mueller Industries (MLI) 2.6 $2.1M NEW 29k 74.10
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JPMorgan Chase & Co. (JPM) 2.5 $2.1M -2% 10k 210.86
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Netflix (NFLX) 2.1 $1.8M -6% 2.5k 709.27
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Crowdstrike Hldgs Cl A (CRWD) 2.1 $1.7M +6% 6.2k 280.47
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Cadence Design Systems (CDNS) 2.1 $1.7M 6.4k 271.03
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Costco Wholesale Corporation (COST) 1.6 $1.4M +61% 1.5k 886.52
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Novo-nordisk A S Adr (NVO) 1.4 $1.2M NEW 9.9k 119.07
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Eli Lilly & Co. (LLY) 1.4 $1.2M NEW 1.3k 885.94
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Super Micro Computer 1.0 $845k -27% 2.0k 416.40
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $648k +71% 13k 51.50
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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.7 $614k -3% 5.6k 109.56
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T Rowe Price Etf Cap Appreciation (TCAF) 0.6 $535k -3% 16k 33.25
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Pimco Etf Tr Multisector Bd (PYLD) 0.4 $356k 13k 26.65
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $246k +2% 7.6k 32.27
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Select Sector Spdr Tr Technology (XLK) 0.3 $216k 957.00 225.76
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Past Filings by Pinnacle Wealth Management

SEC 13F filings are viewable for Pinnacle Wealth Management going back to 2021