Pinnacle Associates LTD Purchases in Q2 2025

Pinnacle Associates LTD

  • $6.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
64.4K
+ 7.08%
$94.31 - $157.99 $6.08M - $10.2M
975K $154M
VTI
Vanguard Total Stock Market Et

ETFs
123K
+ 52.46%
$243.75 - $303.93 $30M - $37.4M
358K $109M
META
Meta Platforms, Inc.

Communication Services
1.08K
+ 0.69%
$484.66 - $738.09 $521K - $793K
157K $116M
WMT
Walmart Inc.

Consumer Defensive
128K
+ 35.31%
$81.79 - $99.98 $10.5M - $12.8M
491K $48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
556
+ 0.29%
$416.06 - $551.64 $231K - $307K
189K $104M
MU
Micron Technology Inc

Technology
2.99K
+ 0.78%
$64.72 - $127.91 $194K - $383K
386K $47.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.87K
+ 2.13%
$498.8 - $620.9 $1.43M - $1.78M
137K $85.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
48.5K
+ 5.38%
$54.19 - $67.22 $2.63M - $3.26M
949K $63.8M
KKR
Kkr & Co. Inc.

Financial Services
50.4K
+ 195.7%
$92.79 - $134.29 $4.68M - $6.77M
76.1K $10.1M
COF
Capital One Financial Corp

Financial Services
30.1K
+ 186.22%
$150.57 - $212.76 $4.53M - $6.4M
46.2K $9.84M
EOLS
Evolus, Inc.

Healthcare
686K
New
$9.1 - $12.22 $6.24M - $8.38M
686K $6.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.68K
+ 1.35%
$152.42 - $182.82 $865K - $1.04M
425K $77.7M
EVR
Evercore Inc.

Financial Services
19.9K
New
$163.77 - $271.5 $3.27M - $5.41M
19.9K $5.38M
ZS
Zscaler, Inc.

Technology
2.02K
+ 5.61%
$174.67 - $315.32 $352K - $636K
38K $11.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
13.9K
+ 4.72%
$57.46 - $75.58 $801K - $1.05M
310K $23.4M
TSLA
Tesla, Inc.

Consumer Cyclical
4.74K
+ 9.3%
$221.86 - $362.89 $1.05M - $1.72M
55.7K $17.7M
FDN
First Tr Fd Dow Jones

ETFs
5.13K
+ 7.9%
$200.29 - $269.33 $1.03M - $1.38M
70.1K $18.9M
VEA
Vanguard Ftse Developed Market

ETFs
26.4K
+ 5.93%
$45.65 - $57.01 $1.2M - $1.5M
472K $26.9M
AMAT
Applied Materials Inc

Technology
2.46K
+ 2.52%
$126.95 - $183.52 $312K - $451K
99.7K $18.3M
NFLX
Netflix Inc

Communication Services
447
+ 5.17%
$855.86 - $1339.13 $383K - $599K
9.09K $12.2M
PWR
Quanta Services, Inc.

Industrials
3.94K
+ 20.77%
$239.47 - $381.26 $942K - $1.5M
22.9K $8.65M
ABBV
Abb Vie Inc.

Healthcare
37.3K
+ 28.41%
$170.16 - $206.27 $6.34M - $7.69M
169K $31.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
335
+ 1.53%
$321.63 - $509.31 $108K - $171K
22.2K $11.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.89K
+ 1.91%
$114.78 - $133.31 $1.14M - $1.32M
529K $70.5M
TDW
Tidewater Inc

Energy
72.8K
+ 136.95%
$32.27 - $48.26 $2.35M - $3.51M
126K $5.81M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27.7K
+ 12.05%
$71.28 - $83.74 $1.97M - $2.32M
257K $21.6M
BX
Blackstone Inc.

Financial Services
7.4K
+ 3.7%
$120.07 - $151.11 $888K - $1.12M
207K $31M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
59.3K
+ 88.53%
$28.9 - $40.98 $1.71M - $2.43M
126K $5.04M
UBER
Uber Technologies, Inc

Technology
151
+ 0.13%
$64.62 - $93.3 $9.76K - $14.1K
116K $10.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.4K
+ 5.17%
$51.16 - $62.02 $888K - $1.08M
353K $21.9M
PLTR
Palantir Technologies Inc.

Technology
1.99K
+ 5.13%
$74.01 - $144.25 $148K - $287K
40.8K $5.57M
VV
Vanguard Large Cap ETF

ETFs
213
+ 0.29%
$228.25 - $285.3 $48.6K - $60.8K
72.7K $20.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
30.7K
+ 8.43%
$29.36 - $35.56 $902K - $1.09M
395K $14.1M
NXPI
Nxp Semiconductors N.V.

Technology
1.6K
+ 3.33%
$153.5 - $218.72 $245K - $349K
49.5K $10.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
39.5K
+ 30.97%
$29.52 - $35.31 $1.16M - $1.39M
167K $5.89M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.4K
+ 25.88%
$141.37 - $228.57 $480K - $777K
16.5K $3.74M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
70.4K
+ 49.87%
$9.99 - $16.97 $703K - $1.19M
212K $3.34M
FCX
Freeport Mcmoran Inc

Basic Materials
7.3K
+ 3.39%
$29.15 - $44.46 $213K - $324K
223K $9.66M
RSP
Invesco S&P 500 Equal Weight E

ETFs
831
+ 0.53%
$152.93 - $181.74 $127K - $151K
158K $28.7M
XLC
Select Sector Spdr Tr Communic

ETFs
65
+ 0.05%
$86.13 - $108.53 $5.6K - $7.05K
122K $13.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.3K
+ 6.37%
$72.02 - $73.82 $1.39M - $1.43M
323K $23.8M
DFAI
Dimensional ETF Tr

ETFs
5.29K
+ 1.37%
$28.02 - $34.71 $148K - $184K
392K $13.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
38.8K
+ 8.54%
$39.34 - $40.41 $1.53M - $1.57M
493K $19.8M
BOTZ
Global X Fds

ETFs
23.8K
+ 15.02%
$24.51 - $32.65 $584K - $778K
182K $5.96M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.1K
+ 39.17%
$48.13 - $49.85 $1.45M - $1.5M
107K $5.25M
EVEX
Eve Holding, Inc.

Industrials
184K
+ 432.23%
$3.19 - $6.86 $588K - $1.26M
227K $1.56M
MCHP
Microchip Technology Inc

Technology
806
+ 1.32%
$35.34 - $71.6 $28.5K - $57.7K
61.9K $4.35M
GE
General Electric CO

Industrials
196
+ 0.84%
$166.81 - $257.39 $32.7K - $50.4K
23.4K $6.03M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.08K
+ 0.41%
$90.56 - $109.49 $98.1K - $119K
264K $28.8M
Activity Summary
Buys All Purchases 315 New Holdings 43 Increased Positions 272 Sells All Sells 467 Reductions 467 Sold out 0 Options Calls 0 Puts 0
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