Pinnacle Wealth Management as of June 30, 2025
Portfolio Holdings for Pinnacle Wealth Management
Pinnacle Wealth Management holds 39 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pimco Etf Tr Multisector Bd (PYLD) | 12.9 | $15M | 582k | 26.54 | |
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 10.6 | $13M | 237k | 53.59 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 5.2 | $6.3M | 110k | 56.85 | |
| NVIDIA Corporation (NVDA) | 4.7 | $5.6M | 36k | 157.99 | |
| Palantir Technologies Cl A (PLTR) | 4.4 | $5.3M | 39k | 136.32 | |
| Axon Enterprise (AXON) | 3.5 | $4.2M | 5.0k | 827.94 | |
| Meta Platforms Cl A (META) | 2.8 | $3.4M | 4.6k | 738.09 | |
| Arista Networks Com Shs (ANET) | 2.7 | $3.2M | 31k | 102.31 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 2.5 | $3.0M | 32k | 95.32 | |
| T Rowe Price Etf Capital Apprecia (TCAL) | 2.5 | $2.9M | 119k | 24.70 | |
| Applovin Corp Com Cl A (APP) | 2.4 | $2.9M | 8.3k | 350.08 | |
| Microsoft Corporation (MSFT) | 2.4 | $2.9M | 5.8k | 497.41 | |
| American Express Company (AXP) | 2.4 | $2.8M | 8.9k | 318.98 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $2.8M | 9.8k | 289.91 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $2.8M | 5.5k | 509.31 | |
| Amazon (AMZN) | 2.3 | $2.8M | 13k | 219.38 | |
| Netflix (NFLX) | 2.3 | $2.7M | 2.0k | 1339.13 | |
| Microstrategy Cl A New (MSTR) | 2.3 | $2.7M | 6.7k | 404.23 | |
| Abbott Laboratories (ABT) | 2.1 | $2.6M | 19k | 136.01 | |
| Tesla Motors (TSLA) | 2.1 | $2.5M | 7.9k | 317.66 | |
| Rocket Lab Corp (RKLB) | 2.1 | $2.5M | 70k | 35.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $2.4M | 14k | 177.40 | |
| Apple (AAPL) | 2.0 | $2.4M | 12k | 205.17 | |
| Progressive Corporation (PGR) | 2.0 | $2.3M | 8.7k | 266.86 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.9 | $2.2M | 45k | 49.85 | |
| Carvana Cl A (CVNA) | 1.8 | $2.1M | 6.4k | 336.96 | |
| Twilio Cl A (TWLO) | 1.7 | $2.0M | 16k | 124.36 | |
| Spotify Technology S A SHS (SPOT) | 1.7 | $2.0M | 2.6k | 767.34 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.6 | $1.9M | 20k | 93.63 | |
| Semler Scientific | 1.5 | $1.8M | 46k | 38.74 | |
| ESCO Technologies (ESE) | 1.5 | $1.8M | 9.3k | 191.87 | |
| Stride (LRN) | 1.3 | $1.6M | 11k | 145.19 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.3 | $1.6M | 29k | 55.41 | |
| Okta Cl A (OKTA) | 1.1 | $1.3M | 13k | 99.97 | |
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.5 | $657k | 15k | 42.60 | |
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.5 | $590k | 5.0k | 118.43 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $242k | 957.00 | 253.23 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.2 | $236k | 7.2k | 33.01 | |
| Cadence Design Systems (CDNS) | 0.2 | $229k | 744.00 | 308.15 |
