Pinnacle Associates LTD Incresed Positions in Q1 2025

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
220K
+ 2345.06%
$78.0 - $84.37 $17.2M - $18.6M
230K $18.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
95.8K
+ 2185.1%
$80.53 - $147.57 $7.71M - $14.1M
100K $13.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.62K
+ 2.42%
$442.66 - $534.52 $1.16M - $1.4M
111K $59.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
18.6K
+ 29.7%
$634.14 - $744.83 $11.8M - $13.8M
81K $51.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12K
+ 93.07%
$402.49 - $513.76 $4.83M - $6.17M
24.9K $12.1M
CVX
Chevron Corp

Energy
6.34K
+ 3.27%
$146.71 - $167.97 $930K - $1.07M
200K $33.5M
ABBV
Abb Vie Inc.

Healthcare
1.8K
+ 1.39%
$169.2 - $216.66 $305K - $390K
131K $27.5M
RTX
Raytheon Technologies Corp

Industrials
3.56K
+ 1.52%
$114.1 - $135.66 $406K - $483K
238K $31.5M
QRVO
Qorvo, Inc.

Technology
42.2K
+ 12.47%
$69.12 - $90.57 $2.92M - $3.83M
381K $27.6M
XOM
Exxon Mobil Corp

Energy
8.35K
+ 3.43%
$105.44 - $118.93 $880K - $993K
252K $29.9M
PWR
Quanta Services, Inc.

Industrials
15.2K
+ 408.04%
$236.71 - $358.03 $3.6M - $5.45M
19K $4.82M
MU
Micron Technology Inc

Technology
30.8K
+ 8.75%
$86.89 - $109.38 $2.67M - $3.37M
383K $33.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
102K
+ 403.57%
$32.49 - $37.99 $3.32M - $3.88M
127K $4.27M
VICR
Vicor Corp

Technology
80.1K
+ 29.03%
$46.78 - $64.71 $3.75M - $5.18M
356K $16.7M
PM
Philip Morris International Inc.

Consumer Defensive
4.56K
+ 7.16%
$117.15 - $158.79 $534K - $724K
68.2K $10.8M
ABT
Abbott Laboratories

Healthcare
7.9K
+ 7.53%
$111.1 - $140.22 $878K - $1.11M
113K $15M
AMGN
Amgen Inc

Healthcare
49
+ 0.08%
$258.59 - $327.36 $12.7K - $16K
58.5K $18.2M
CNI
Canadian National Railway CO

Industrials
34.1K
+ 34.76%
$95.46 - $106.79 $3.26M - $3.65M
132K $12.9M
LLY
Eli Lilly & CO

Healthcare
57
+ 0.11%
$725.72 - $929.72 $41.4K - $53K
53.4K $44.1M
UBER
Uber Technologies, Inc

Technology
24.3K
+ 26.53%
$63.17 - $81.49 $1.54M - $1.98M
116K $8.45M
LYFT
Lyft, Inc.

Technology
233K
+ 243.31%
$11.27 - $15.12 $2.63M - $3.52M
329K $3.9M
AMOT
Allied Motion Technologies Inc

Technology
89.5K
+ 37.64%
N/A
327K $9.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
47.3K
+ 7.49%
$56.17 - $59.71 $2.66M - $2.82M
679K $38.8M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
49.8K
+ 12.32%
$38.99 - $40.37 $1.94M - $2.01M
454K $18.3M
WM
Waste Management Inc

Industrials
302
+ 0.41%
$200.54 - $233.78 $60.6K - $70.6K
73.2K $17M
KO
Coca Cola CO

Consumer Defensive
3.58K
+ 1.9%
$60.81 - $72.32 $218K - $259K
192K $13.8M
TPC
Tutor Perini Corp

Industrials
96.1K
+ 33.09%
$21.51 - $29.39 $2.07M - $2.82M
387K $8.96M
D
Dominion Energy, Inc

Utilities
32.8K
+ 102.26%
$52.85 - $57.43 $1.73M - $1.89M
64.9K $3.64M
VEA
Vanguard Ftse Developed Market

ETFs
9.37K
+ 2.15%
$47.4 - $52.99 $444K - $496K
445K $22.6M
ALB
Albemarle Corp

Basic Materials
26.4K
+ 189.26%
$69.95 - $97.49 $1.84M - $2.57M
40.3K $2.9M
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
+ 2.3%
$279.74 - $321.29 $339K - $390K
53.9K $16.8M
SO
Southern CO

Utilities
3.89K
+ 3.15%
$80.96 - $92.96 $315K - $362K
127K $11.7M
CVS
Cvs Health Corp

Healthcare
388
+ 0.61%
$44.22 - $68.64 $17.2K - $26.6K
64.3K $4.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.4K
+ 4.6%
$71.17 - $73.66 $952K - $985K
304K $22.3M
GDS
Gds Holdings LTD

Technology
41.2K
+ 18.59%
$19.92 - $48.5 $821K - $2M
263K $6.66M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
28.8K
+ 126.41%
$51.45 - $58.51 $1.48M - $1.68M
51.5K $2.67M
MDT
Medtronic PLC

Healthcare
815
+ 0.68%
$79.84 - $94.5 $65.1K - $77K
121K $10.9M
PG
Procter & Gamble CO

Consumer Defensive
3.83K
+ 1.7%
$158.56 - $176.26 $606K - $674K
228K $38.9M
VLO
Valero Energy Corp

Energy
2.49K
+ 2.9%
$121.76 - $142.99 $303K - $355K
88.3K $11.7M
ZS
Zscaler, Inc.

Technology
2.49K
+ 7.44%
$181.66 - $216.87 $453K - $540K
36K $7.14M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
80.2K
+ 28.91%
N/A
358K $4.8M
CASS
Cass Information Systems Inc

Industrials
21.8K
+ 41.13%
$38.87 - $45.08 $848K - $983K
74.8K $3.24M
GE
General Electric CO

Industrials
1.6K
+ 7.41%
$168.59 - $212.13 $270K - $340K
23.2K $4.65M
PFF
Ishares Trust Ishares Pfd And

ETFs
33.8K
+ 153.51%
$30.73 - $32.26 $1.04M - $1.09M
55.8K $1.71M
UNH
Unitedhealth Group Inc

Healthcare
691
+ 1.88%
$461.52 - $548.18 $319K - $379K
37.4K $19.6M
AEP
American Electric Power CO Inc

Utilities
3.58K
+ 10.44%
$90.32 - $109.27 $324K - $391K
37.9K $4.14M
DFAI
Dimensional ETF Tr

ETFs
5.77K
+ 1.51%
$28.88 - $32.4 $167K - $187K
387K $12.1M
MA
Mastercard Inc

Financial Services
63
+ 0.15%
$504.67 - $576.31 $31.8K - $36.3K
41.4K $22.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.5K
+ 44.87%
$63.07 - $73.5 $665K - $775K
34K $2.39M
Activity Summary
Buys All Purchases 386 New Holdings 38 Increased Positions 348 Sells All Sells 368 Reductions 368 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email