Pinnacle Wealth Management

Pinnacle Wealth Management as of March 31, 2025

Portfolio Holdings for Pinnacle Wealth Management

Pinnacle Wealth Management holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pimco Etf Tr Multisector Bd (PYLD) 17.9 $16M 605k 26.35
J P Morgan Exchange Traded F Active Bond Etf (JBND) 11.5 $10M 191k 53.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 10.3 $9.1M 160k 57.14
NVIDIA Corporation (NVDA) 4.2 $3.8M 35k 108.38
Palantir Technologies Cl A (PLTR) 3.6 $3.2M 38k 84.40
Meta Platforms Cl A (META) 3.0 $2.6M 4.6k 576.36
Axon Enterprise (AXON) 2.7 $2.4M 4.6k 525.95
Amazon (AMZN) 2.7 $2.4M 13k 190.25
Alphabet Cap Stk Cl C (GOOG) 2.3 $2.1M 13k 156.24
Arista Networks Com Shs (ANET) 2.1 $1.9M 24k 77.48
Tesla Motors (TSLA) 2.0 $1.7M 6.7k 259.16
Apple (AAPL) 1.7 $1.6M 7.0k 222.13
Microsoft Corporation (MSFT) 1.7 $1.5M 4.0k 375.39
Cadence Design Systems (CDNS) 1.6 $1.4M 5.7k 254.33
Applovin Corp Com Cl A (APP) 1.6 $1.4M 5.2k 264.97
ESCO Technologies (ESE) 1.0 $855k 5.4k 159.12
Okta Cl A (OKTA) 1.0 $845k 8.0k 105.22
Skyward Specialty Insurance Gr (SKWD) 0.9 $820k 16k 52.92
Carvana Cl A (CVNA) 0.9 $765k 3.7k 209.08
Stonex Group (SNEX) 0.9 $759k 9.9k 76.38
Hackett (HCKT) 0.9 $759k 26k 29.22
Sprouts Fmrs Mkt (SFM) 0.8 $753k 4.9k 152.64
Spotify Technology S A SHS (SPOT) 0.8 $753k 1.4k 550.03
Tempur-Pedic International (SGI) 0.8 $733k 12k 59.88
Ban (TBBK) 0.8 $722k 14k 52.84
Gcm Grosvenor Com Cl A (GCMG) 0.8 $719k 54k 13.23
CommVault Systems (CVLT) 0.8 $682k 4.3k 157.76
Atlanticus Holdings (ATLC) 0.8 $678k 13k 51.15
Flowserve Corporation (FLS) 0.8 $674k 14k 48.84
Enova Intl (ENVA) 0.8 $667k 6.9k 96.56
Onespan (OSPN) 0.8 $667k 44k 15.25
Globus Med Cl A (GMED) 0.7 $664k 9.1k 73.20
Crane Company Common Stock (CR) 0.7 $655k 4.3k 153.18
Williams-Sonoma (WSM) 0.7 $655k 4.1k 158.10
Stride (LRN) 0.7 $644k 5.1k 126.50
OSI Systems (OSIS) 0.7 $637k 3.3k 194.34
Armstrong World Industries (AWI) 0.7 $618k 4.4k 140.88
Avepoint Com Cl A (AVPT) 0.7 $609k 42k 14.44
Twilio Cl A (TWLO) 0.7 $586k 6.0k 97.91
Doximity Cl A (DOCS) 0.7 $581k 10k 58.03
Wingstop (WING) 0.7 $580k 2.6k 225.58
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $575k 14k 40.76
Digitalocean Hldgs (DOCN) 0.6 $556k 17k 33.39
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.6 $556k 5.2k 106.32
Sharkninja Com Shs (SN) 0.6 $546k 6.5k 83.41
Interactive Brokers Group In Com Cl A (IBKR) 0.6 $544k 3.3k 165.59
Zeta Global Holdings Corp Cl A (ZETA) 0.6 $539k 40k 13.56
QuinStreet (QNST) 0.6 $535k 30k 17.84
Dutch Bros Cl A (BROS) 0.6 $535k 8.7k 61.74
Frontdoor (FTDR) 0.6 $528k 14k 38.42
Rocket Lab Usa 0.6 $493k 28k 17.88
Atlassian Corporation Cl A (TEAM) 0.5 $481k 2.3k 212.21
Pure Storage Cl A (PSTG) 0.5 $479k 11k 44.27
Ionq Inc Pipe (IONQ) 0.5 $464k 21k 22.07
Teladoc (TDOC) 0.5 $443k 56k 7.96
Hims & Hers Health Com Cl A (HIMS) 0.5 $442k 15k 29.55
JPMorgan Chase & Co. (JPM) 0.5 $400k 1.6k 245.30
Netflix (NFLX) 0.4 $348k 373.00 932.53
American Express Company (AXP) 0.4 $338k 1.3k 269.05
Crowdstrike Hldgs Cl A (CRWD) 0.3 $298k 845.00 352.58
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $245k 8.0k 30.80
Microstrategy Cl A New (MSTR) 0.2 $202k 699.00 288.27