Pinnacle Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Pinnacle Wealth Management
Pinnacle Wealth Management holds 35 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Russell 2000 Etf (IWM) | 13.5 | $12M | 55k | 220.96 | |
| Palantir Technologies Cl A (PLTR) | 5.7 | $5.1M | 67k | 75.63 | |
| NVIDIA Corporation (NVDA) | 5.2 | $4.6M | 35k | 134.29 | |
| Amazon (AMZN) | 4.3 | $3.8M | 17k | 219.38 | |
| Tesla Motors (TSLA) | 4.2 | $3.7M | 9.3k | 403.84 | |
| Arista Networks Com Shs (ANET) | 3.9 | $3.5M | 32k | 110.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $3.4M | 18k | 190.45 | |
| Meta Platforms Cl A (META) | 3.6 | $3.2M | 5.5k | 585.51 | |
| Axon Enterprise (AXON) | 3.4 | $3.1M | 5.2k | 594.32 | |
| Intuitive Surgical Com New (ISRG) | 3.2 | $2.9M | 5.6k | 521.96 | |
| Apple (AAPL) | 3.0 | $2.7M | 11k | 250.42 | |
| Applovin Corp Com Cl A (APP) | 3.0 | $2.7M | 8.2k | 323.83 | |
| American Express Company (AXP) | 2.8 | $2.5M | 8.5k | 296.79 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $2.4M | 10k | 239.71 | |
| Caterpillar (CAT) | 2.6 | $2.3M | 6.4k | 362.76 | |
| Semler Scientific (SMLR) | 2.5 | $2.3M | 42k | 54.00 | |
| Microsoft Corporation (MSFT) | 2.5 | $2.3M | 5.4k | 421.50 | |
| Netflix (NFLX) | 2.4 | $2.2M | 2.5k | 891.32 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 2.4 | $2.2M | 36k | 60.35 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $2.1M | 6.0k | 342.16 | |
| Microstrategy Cl A New (MSTR) | 2.3 | $2.1M | 7.1k | 289.62 | |
| Quanta Services (PWR) | 2.3 | $2.1M | 6.5k | 316.05 | |
| U.S. Lime & Minerals (USLM) | 2.2 | $2.0M | 15k | 132.74 | |
| TransDigm Group Incorporated (TDG) | 2.2 | $2.0M | 1.6k | 1267.28 | |
| Kla Corp Com New (KLAC) | 2.2 | $2.0M | 3.1k | 630.12 | |
| Advanced Micro Devices (AMD) | 2.2 | $1.9M | 16k | 120.79 | |
| Cadence Design Systems (CDNS) | 2.1 | $1.9M | 6.3k | 300.46 | |
| Block Cl A (XYZ) | 2.0 | $1.8M | 21k | 84.99 | |
| Costco Wholesale Corporation (COST) | 1.5 | $1.4M | 1.5k | 916.27 | |
| Eli Lilly & Co. (LLY) | 1.5 | $1.4M | 1.8k | 772.00 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $842k | 33k | 25.86 | |
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.6 | $570k | 5.1k | 112.06 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $365k | 14k | 25.92 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.3 | $229k | 7.9k | 29.05 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $223k | 957.00 | 232.52 |
