Pinnacle Wealth Management Advisory as of March 31, 2017
Portfolio Holdings for Pinnacle Wealth Management Advisory
Pinnacle Wealth Management Advisory holds 127 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard High Dividend Yield ETF (VYM) | 5.1 | $7.4M | 96k | 77.65 | |
Vanguard Small-Cap ETF (VB) | 4.7 | $6.8M | 51k | 133.29 | |
Spdr S&p 500 Etf (SPY) | 4.1 | $5.9M | 25k | 235.73 | |
SPDR S&P MidCap 400 ETF (MDY) | 3.6 | $5.3M | 17k | 312.40 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 3.6 | $5.2M | 109k | 47.83 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 2.8 | $4.0M | 75k | 54.13 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 2.6 | $3.8M | 18k | 206.33 | |
Vanguard Large-Cap ETF (VV) | 2.4 | $3.4M | 32k | 108.08 | |
Vanguard Europe Pacific ETF (VEA) | 2.4 | $3.4M | 87k | 39.30 | |
Johnson & Johnson (JNJ) | 1.9 | $2.8M | 23k | 124.54 | |
Vanguard European ETF (VGK) | 1.9 | $2.8M | 54k | 51.57 | |
Pimco Etf Tr 0-5 high yield (HYS) | 1.9 | $2.7M | 27k | 101.08 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.6 | $2.3M | 29k | 79.75 | |
Vanguard Total Bond Market ETF (BND) | 1.6 | $2.3M | 28k | 81.07 | |
Microsoft Corporation (MSFT) | 1.5 | $2.2M | 34k | 65.85 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $2.2M | 25k | 87.82 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 1.5 | $2.1M | 44k | 48.09 | |
Pimco Total Return Etf totl (BOND) | 1.4 | $2.0M | 19k | 105.33 | |
Vanguard REIT ETF (VNQ) | 1.4 | $2.0M | 24k | 82.57 | |
PowerShares FTSE RAFI US 1000 | 1.3 | $1.9M | 18k | 102.49 | |
Ishares Inc core msci emkt (IEMG) | 1.2 | $1.8M | 37k | 47.78 | |
Doubleline Total Etf etf (TOTL) | 1.2 | $1.7M | 35k | 48.88 | |
Wells Fargo & Company (WFC) | 1.2 | $1.7M | 31k | 55.66 | |
3M Company (MMM) | 1.1 | $1.7M | 8.7k | 191.38 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.1 | $1.6M | 15k | 105.25 | |
Vanguard Total Stock Market ETF (VTI) | 1.0 | $1.5M | 12k | 121.30 | |
E.I. du Pont de Nemours & Company | 1.0 | $1.4M | 17k | 80.35 | |
Apple (AAPL) | 1.0 | $1.4M | 9.7k | 143.62 | |
Altria (MO) | 0.9 | $1.3M | 19k | 71.41 | |
Procter & Gamble Company (PG) | 0.9 | $1.3M | 15k | 89.87 | |
Home Depot (HD) | 0.9 | $1.3M | 8.7k | 146.79 | |
Bristol Myers Squibb (BMY) | 0.9 | $1.3M | 24k | 54.39 | |
International Business Machines (IBM) | 0.9 | $1.3M | 7.3k | 174.16 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.9 | $1.3M | 12k | 105.58 | |
PNC Financial Services (PNC) | 0.9 | $1.3M | 11k | 120.24 | |
McDonald's Corporation (MCD) | 0.9 | $1.3M | 9.7k | 129.64 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.9 | $1.2M | 12k | 101.64 | |
Pfizer (PFE) | 0.8 | $1.2M | 36k | 34.20 | |
Alerian Mlp Etf | 0.8 | $1.2M | 95k | 12.71 | |
Schwab U S Small Cap ETF (SCHA) | 0.8 | $1.2M | 19k | 62.97 | |
iShares Russell 2000 Index (IWM) | 0.8 | $1.1M | 8.4k | 137.49 | |
Powershares Etf Tr Ii var rate pfd por | 0.8 | $1.1M | 43k | 25.44 | |
American Express Company (AXP) | 0.8 | $1.1M | 14k | 79.13 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.1M | 4.1k | 267.62 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.1M | 13k | 82.02 | |
Intel Corporation (INTC) | 0.7 | $1.1M | 30k | 36.08 | |
Boeing Company (BA) | 0.7 | $1.1M | 6.0k | 176.78 | |
At&t (T) | 0.7 | $1.0M | 24k | 41.55 | |
BlackRock (BLK) | 0.7 | $992k | 2.6k | 383.60 | |
Valero Energy Corporation (VLO) | 0.7 | $995k | 15k | 66.27 | |
Ishares Tr usa min vo (USMV) | 0.7 | $997k | 21k | 47.74 | |
Alphabet Inc Class A cs (GOOGL) | 0.7 | $997k | 1.2k | 847.79 | |
UnitedHealth (UNH) | 0.7 | $936k | 5.7k | 163.92 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $920k | 23k | 39.73 | |
Chevron Corporation (CVX) | 0.6 | $907k | 8.4k | 107.40 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.6 | $876k | 18k | 48.45 | |
Paychex (PAYX) | 0.6 | $851k | 14k | 58.93 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.6 | $851k | 7.8k | 108.92 | |
Vaneck Vectors Etf Tr High Yld Mun Etf | 0.6 | $850k | 28k | 30.58 | |
Verizon Communications (VZ) | 0.6 | $811k | 17k | 48.72 | |
United Technologies Corporation | 0.6 | $796k | 7.1k | 112.25 | |
General Mills (GIS) | 0.5 | $782k | 13k | 59.05 | |
Cummins (CMI) | 0.5 | $734k | 4.9k | 151.18 | |
T. Rowe Price (TROW) | 0.5 | $714k | 11k | 68.12 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $688k | 9.9k | 69.17 | |
General Electric Company | 0.5 | $682k | 23k | 29.79 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.5 | $673k | 12k | 54.74 | |
Accenture (ACN) | 0.5 | $664k | 5.5k | 119.96 | |
SPDR Gold Trust (GLD) | 0.5 | $653k | 5.5k | 118.73 | |
Abbvie (ABBV) | 0.5 | $652k | 10k | 65.13 | |
Delphi Automotive | 0.4 | $625k | 7.8k | 80.49 | |
SPDR Barclays Capital High Yield B | 0.4 | $596k | 16k | 36.92 | |
Vanguard Admiral Fds Inc equity (VOOG) | 0.4 | $597k | 5.1k | 118.22 | |
United Parcel Service (UPS) | 0.4 | $574k | 5.4k | 107.29 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $572k | 4.3k | 132.44 | |
Emerson Electric (EMR) | 0.4 | $566k | 9.5k | 59.86 | |
Amgen (AMGN) | 0.4 | $528k | 3.2k | 163.98 | |
Coach | 0.3 | $510k | 12k | 41.35 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $503k | 13k | 38.71 | |
Walt Disney Company (DIS) | 0.3 | $499k | 4.4k | 113.38 | |
Travelers Companies (TRV) | 0.3 | $465k | 3.9k | 120.65 | |
Pepsi (PEP) | 0.3 | $467k | 4.2k | 111.83 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.3 | $434k | 8.7k | 49.64 | |
Wal-Mart Stores (WMT) | 0.3 | $423k | 5.9k | 72.12 | |
General Motors Company (GM) | 0.3 | $423k | 12k | 35.37 | |
Merck & Co (MRK) | 0.3 | $395k | 6.2k | 63.61 | |
Industries N shs - a - (LYB) | 0.3 | $387k | 4.2k | 91.17 | |
Baxter International (BAX) | 0.3 | $380k | 7.3k | 51.84 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $378k | 3.5k | 108.46 | |
Via | 0.2 | $356k | 7.6k | 46.66 | |
iShares S&P 500 Index (IVV) | 0.2 | $363k | 1.5k | 237.25 | |
Powershares Etf Tr Ii s^p500 low vol | 0.2 | $360k | 8.3k | 43.50 | |
Cisco Systems (CSCO) | 0.2 | $350k | 10k | 33.80 | |
Clorox Company (CLX) | 0.2 | $340k | 2.5k | 134.65 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $350k | 2.0k | 171.15 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $345k | 2.5k | 139.39 | |
AFLAC Incorporated (AFL) | 0.2 | $325k | 4.5k | 72.46 | |
Total (TTE) | 0.2 | $312k | 6.2k | 50.36 | |
Celgene Corporation | 0.2 | $297k | 2.4k | 124.53 | |
Ishares High Dividend Equity F (HDV) | 0.2 | $309k | 3.7k | 83.97 | |
Colgate-Palmolive Company (CL) | 0.2 | $285k | 3.9k | 73.23 | |
Honeywell International (HON) | 0.2 | $286k | 2.3k | 124.95 | |
Gilead Sciences (GILD) | 0.2 | $291k | 4.3k | 67.86 | |
ConocoPhillips (COP) | 0.2 | $273k | 5.5k | 49.86 | |
Schlumberger (SLB) | 0.2 | $282k | 3.6k | 78.01 | |
Energy Select Sector SPDR (XLE) | 0.2 | $277k | 4.0k | 69.95 | |
WisdomTree SmallCap Dividend Fund (DES) | 0.2 | $268k | 3.3k | 80.48 | |
Kraft Heinz (KHC) | 0.2 | $271k | 3.0k | 90.67 | |
Comcast Corporation (CMCSA) | 0.2 | $262k | 7.0k | 37.59 | |
Coca-Cola Company (KO) | 0.2 | $256k | 6.0k | 42.52 | |
Visa (V) | 0.2 | $257k | 2.9k | 88.93 | |
Dr Pepper Snapple | 0.2 | $263k | 2.7k | 97.95 | |
Oracle Corporation (ORCL) | 0.2 | $265k | 5.9k | 44.65 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.2 | $258k | 880.00 | 293.18 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $257k | 310.00 | 829.03 | |
Claymore/BNY Mellon BRIC | 0.2 | $242k | 7.7k | 31.53 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.2 | $242k | 4.9k | 49.54 | |
Amazon (AMZN) | 0.2 | $235k | 265.00 | 886.79 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $235k | 2.0k | 117.79 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 0.2 | $232k | 7.9k | 29.55 | |
Novartis (NVS) | 0.1 | $224k | 3.0k | 74.30 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $216k | 1.0k | 216.00 | |
Abbott Laboratories (ABT) | 0.1 | $201k | 4.5k | 44.47 | |
Public Service Enterprise (PEG) | 0.1 | $205k | 4.6k | 44.36 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $196k | 15k | 13.33 | |
PowerShares Preferred Portfolio | 0.1 | $193k | 13k | 14.86 | |
Agile Therapeutics | 0.0 | $32k | 10k | 3.20 |