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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
388
+ 2.26%
$507.05 - $563.67 $197K - $219K
17.6K $9.02M
LEN
Lennar Corp

Consumer Cyclical
10
+ 0.09%
$113.93 - $141.54 $1.14K - $1.42K
11.3K $1.3M
MCHP
Microchip Technology Inc

Technology
4.91K
+ 8.74%
$48.41 - $64.3 $238K - $316K
61.1K $2.96M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
185
+ 0.69%
$121.0 - $142.28 $22.4K - $26.3K
26.8K $3.34M
TROW
Price T Rowe Group Inc

Financial Services
500
+ 3.39%
$91.57 - $116.93 $45.8K - $58.5K
15.3K $1.4M
USB
Us Bancorp \De\

Financial Services
238
+ 0.45%
$40.92 - $50.9 $9.74K - $12.1K
52.6K $2.22M
IYW
Ishares Dj Us Tech ETF

ETFs
283
+ 1.52%
$140.44 - $166.79 $39.7K - $47.2K
18.9K $2.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
399
+ 3.13%
$165.25 - $224.62 $65.9K - $89.6K
13.1K $2.18M
DHR
Danaher Corp

Healthcare
1.32K
+ 5.26%
$201.62 - $250.59 $267K - $332K
26.5K $5.42M
AVAV
Aero Vironment Inc

Industrials
32.9K
+ 26.73%
$119.19 - $186.12 $3.92M - $6.12M
156K $18.6M
INCY
Incyte Corp

Healthcare
2.87K
+ 4.53%
$60.0 - $75.26 $172K - $216K
66.1K $4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
15.1K
+ 4.93%
$27.56 - $32.1 $416K - $485K
321K $9.04M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
13
+ 0.05%
$221.78 - $273.45 $2.88K - $3.55K
24.9K $5.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
502
+ 3.0%
$360.07 - $417.26 $181K - $209K
17.3K $6.23M
TDW
Tidewater Inc

Energy
2.74K
+ 5.42%
$39.93 - $57.69 $109K - $158K
53.2K $2.25M
TFC
Truist Financial Corp

Financial Services
54
+ 0.02%
$39.48 - $48.15 $2.13K - $2.6K
236K $9.71M
FDN
First Tr Fd Dow Jones

ETFs
3.29K
+ 5.34%
$221.38 - $266.86 $729K - $878K
65K $14.4M
LOW
Lowes Companies Inc

Consumer Cyclical
135
+ 0.29%
$222.66 - $268.42 $30.1K - $36.2K
46.8K $10.9M
NVO
Novo Nordisk A S

Healthcare
1.06K
+ 2.56%
$69.3 - $90.95 $73.7K - $96.7K
42.5K $2.95M
EMR
Emerson Electric CO

Industrials
657
+ 1.18%
$108.64 - $131.17 $71.4K - $86.2K
56.5K $6.2M
NOW
Service Now, Inc.

Technology
56
+ 1.86%
$783.83 - $1170.39 $43.9K - $65.5K
3.06K $2.44M
IONS
Ionis Pharmaceuticals Inc

Healthcare
60.9K
+ 11.12%
$30.17 - $34.97 $1.84M - $2.13M
609K $18.4M
LMT
Lockheed Martin Corp

Industrials
840
+ 2.79%
$423.19 - $506.29 $355K - $425K
30.9K $13.8M
HD
Home Depot, Inc.

Consumer Cyclical
6.2K
+ 4.15%
$347.25 - $424.87 $2.15M - $2.64M
156K $57M
ACN
Accenture PLC

Technology
773
+ 2.3%
$300.91 - $398.25 $233K - $308K
34.3K $10.7M
UFI
Unifi Inc

Consumer Cyclical
46.4K
+ 4.84%
$4.69 - $6.33 $218K - $294K
1M $4.83M
CMI
Cummins Inc

Industrials
46
+ 0.13%
$312.92 - $386.07 $14.4K - $17.8K
34.9K $10.9M
DAL
Delta Air Lines, Inc.

Industrials
918
+ 1.08%
$43.6 - $69.06 $40K - $63.4K
85.6K $3.73M
DIS
Walt Disney CO

Communication Services
2.89K
+ 2.12%
$96.87 - $114.0 $280K - $329K
139K $13.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.43K
+ 2.34%
$522.96 - $601.18 $749K - $861K
62.8K $33.5M
VTI
Vanguard Total Stock Market Et

ETFs
6.01K
+ 2.63%
$271.18 - $303.12 $1.63M - $1.82M
235K $64.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.82K
+ 1.65%
$168.16 - $186.21 $1.15M - $1.27M
420K $71.7M
CRM
Salesforce, Inc.

Technology
788
+ 2.38%
$268.36 - $359.95 $211K - $284K
34K $9.11M
ADBE
Adobe Inc.

Technology
62
+ 0.16%
$377.84 - $464.11 $23.4K - $28.8K
39K $15M
RHI
Robert Half International Inc.

Industrials
2.84K
+ 1.75%
$51.96 - $71.3 $148K - $202K
165K $9M
MS
Morgan Stanley

Financial Services
5.79K
+ 1.27%
$111.68 - $141.08 $646K - $816K
461K $53.8M
CAT
Caterpillar Inc

Industrials
642
+ 0.58%
$326.75 - $407.63 $210K - $262K
112K $37M
ORCL
Oracle Corp

Technology
14.6K
+ 6.57%
$139.81 - $186.47 $2.04M - $2.72M
237K $33.2M
AXP
American Express CO

Financial Services
1.82K
+ 1.1%
$255.39 - $325.87 $466K - $594K
168K $45.2M
BX
Blackstone Inc.

Financial Services
12.8K
+ 6.83%
$136.53 - $186.74 $1.75M - $2.39M
200K $28M
VGT
Vanguard Information Technolog

ETFs
61
+ 0.1%
$542.38 - $646.34 $33.1K - $39.4K
63.6K $34.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
94
+ 0.05%
$551.42 - $612.93 $51.8K - $57.6K
203K $114M
VB
Vanguard Small Cap ETF

ETFs
7.61K
+ 1.73%
$217.89 - $252.64 $1.66M - $1.92M
449K $99.5M
LITE
Lumentum Holdings Inc.

Technology
6.58K
+ 1.98%
$57.41 - $100.38 $378K - $661K
340K $21.2M
GOOGL
Alphabet Inc.

Communication Services
7.54K
+ 1.99%
$154.33 - $206.19 $1.16M - $1.55M
387K $59.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2K
+ 0.38%
$190.26 - $242.06 $381K - $485K
533K $101M
NVDA
Nvidia Corp

Technology
12.3K
+ 1.36%
$106.98 - $149.43 $1.31M - $1.83M
911K $98.7M
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
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