Pinnacle Wealth Management as of March 31, 2024
Portfolio Holdings for Pinnacle Wealth Management
Pinnacle Wealth Management holds 43 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 10.2 | $9.8M | 213k | 46.00 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 5.5 | $5.3M | 89k | 59.24 | |
| NVIDIA Corporation (NVDA) | 4.6 | $4.4M | 4.9k | 903.56 | |
| Meta Platforms Cl A (META) | 3.9 | $3.7M | 7.6k | 485.58 | |
| Amazon (AMZN) | 3.5 | $3.4M | 19k | 180.38 | |
| Arista Networks (ANET) | 3.3 | $3.2M | 11k | 289.98 | |
| Advanced Micro Devices (AMD) | 3.2 | $3.1M | 17k | 180.49 | |
| Microsoft Corporation (MSFT) | 3.2 | $3.1M | 7.3k | 420.72 | |
| Intuitive Surgical Com New (ISRG) | 3.1 | $3.0M | 7.5k | 399.09 | |
| Ishares Msci Emrg Chn (EMXC) | 3.1 | $3.0M | 51k | 57.57 | |
| salesforce (CRM) | 3.1 | $2.9M | 9.7k | 301.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $2.9M | 19k | 152.26 | |
| Super Micro Computer (SMCI) | 2.9 | $2.7M | 2.7k | 1010.03 | |
| Marathon Petroleum Corp (MPC) | 2.4 | $2.3M | 11k | 201.50 | |
| Palo Alto Networks (PANW) | 2.4 | $2.3M | 8.0k | 284.13 | |
| Apple (AAPL) | 2.3 | $2.2M | 13k | 171.48 | |
| Kla Corp Com New (KLAC) | 2.3 | $2.2M | 3.1k | 698.57 | |
| Caterpillar (CAT) | 2.2 | $2.1M | 5.8k | 366.43 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 2.1 | $2.0M | 40k | 50.28 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $2.0M | 9.9k | 200.30 | |
| Cadence Design Systems (CDNS) | 2.1 | $2.0M | 6.3k | 311.28 | |
| American Express Company (AXP) | 2.0 | $1.9M | 8.5k | 227.69 | |
| Monster Beverage Corp (MNST) | 2.0 | $1.9M | 33k | 59.28 | |
| Tesla Motors (TSLA) | 2.0 | $1.9M | 11k | 175.79 | |
| Installed Bldg Prods (IBP) | 1.9 | $1.8M | 7.1k | 258.73 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $1.8M | 5.8k | 320.59 | |
| Visa Com Cl A (V) | 1.9 | $1.8M | 6.5k | 279.08 | |
| TransDigm Group Incorporated (TDG) | 1.8 | $1.7M | 1.4k | 1231.60 | |
| Netflix (NFLX) | 1.8 | $1.7M | 2.8k | 607.33 | |
| Intuit (INTU) | 1.7 | $1.6M | 2.5k | 650.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $1.6M | 3.9k | 418.01 | |
| Servicenow (NOW) | 1.6 | $1.6M | 2.1k | 762.40 | |
| Deckers Outdoor Corporation (DECK) | 1.6 | $1.5M | 1.6k | 941.26 | |
| Gibraltar Industries (ROCK) | 1.4 | $1.4M | 17k | 80.53 | |
| Insight Enterprises (NSIT) | 1.4 | $1.4M | 7.4k | 185.52 | |
| Zscaler Incorporated (ZS) | 1.4 | $1.4M | 7.1k | 192.63 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.8 | $766k | 16k | 46.65 | |
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.6 | $561k | 5.6k | 99.80 | |
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.5 | $494k | 16k | 30.23 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $479k | 7.1k | 67.34 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $405k | 16k | 25.76 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $326k | 6.6k | 49.24 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $240k | 1.2k | 208.27 |
