Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $962 Million distributed in 356 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.4M, Ishares Msci Usa Quality Facto with a value of $42.2M, Microsoft Corp with a value of $37.2M, Vanguard Whitehall Fds (Vangua with a value of $32.9M, and Spdr S&P 500 ETF Trust with a value of $27.3M.

Examining the 13F form we can see an increase of $37.6M in the current position value, from $925M to 962M.

Below you can find more details about Pinnacle Wealth Management Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $962 Million
ETFs: $526 Million
Technology: $146 Million
Financial Services: $65.3 Million
Healthcare: $48.5 Million
Consumer Defensive: $43 Million
Industrials: $37 Million
Consumer Cyclical: $36.3 Million
Communication Services: $34.4 Million
Other: $26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 356
  • Current Value $962 Million
  • Prior Value $925 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 19 stocks
  • Additional Purchases 189 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC 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 Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.