Pinnacle Wealth Management Advisory Group, LLC Purchases in Q1 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
142K
+ 2878.53%
$78.0 - $84.37 $11.1M - $12M
147K $11.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
97
+ 0.24%
$442.66 - $534.52 $42.9K - $51.8K
40.2K $21.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
74.9K
+ 520.47%
$32.49 - $37.99 $2.44M - $2.85M
89.3K $2.99M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.7K
+ 4.69%
$56.51 - $62.98 $1.06M - $1.18M
417K $25.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41.9K
+ 12.3%
$56.17 - $59.71 $2.35M - $2.5M
382K $21.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9K
+ 18.08%
$468.34 - $539.52 $4.21M - $4.85M
58.7K $27.5M
VEA
Vanguard Ftse Developed Market

ETFs
7.88K
+ 1.9%
$47.4 - $52.99 $373K - $417K
423K $21.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
27.4K
+ 12.67%
$38.99 - $40.37 $1.07M - $1.11M
244K $9.83M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
24.5K
+ 120.0%
$51.45 - $58.51 $1.26M - $1.43M
45K $2.33M
PFF
Ishares Trust Ishares Pfd And

ETFs
35.7K
+ 385.91%
$30.73 - $32.26 $1.1M - $1.15M
45K $1.38M
DFAI
Dimensional ETF Tr

ETFs
5.77K
+ 1.51%
$28.88 - $32.4 $167K - $187K
386K $12.1M
VO
Vanguard Mid Cap ETF

ETFs
3.81K
+ 31.61%
$251.87 - $277.95 $960K - $1.06M
15.9K $4.11M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.62K
+ 4.93%
$71.17 - $73.66 $613K - $635K
183K $13.5M
AMGN
Amgen Inc

Healthcare
673
+ 5.79%
$258.59 - $327.36 $174K - $220K
12.3K $3.83M
WELL
Welltower Inc.

Real Estate
207
+ 0.74%
$124.05 - $156.86 $25.7K - $32.5K
28.3K $4.33M
DH
Definitive Healthcare Corp.

Healthcare
260K
New
$2.59 - $5.55 $673K - $1.44M
260K $751K
GILD
Gilead Sciences, Inc.

Healthcare
677
+ 2.01%
$89.14 - $117.41 $60.3K - $79.5K
34.4K $3.85M
SHOP
Shopify Inc.

Technology
7.65K
New
$90.59 - $129.31 $693K - $989K
7.65K $730K
KO
Coca Cola CO

Consumer Defensive
1.74K
+ 2.84%
$60.81 - $72.32 $106K - $126K
62.9K $4.5M
IBM
International Business Machines Corp

Technology
675
+ 4.04%
$217.4 - $264.74 $147K - $179K
17.4K $4.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.58K
+ 5.74%
$169.43 - $182.84 $776K - $838K
84.4K $14.6M
IXUS
Ishares Tr

ETFs
6.84K
+ 21.2%
$65.06 - $72.31 $445K - $495K
39.1K $2.73M
IXC
Ishares Tr Global Energy ETF

ETFs
11.1K
+ 38.36%
$38.48 - $42.16 $427K - $468K
40K $1.68M
ABBV
Abb Vie Inc.

Healthcare
111
+ 0.73%
$169.2 - $216.66 $18.8K - $24K
15.4K $3.22M
CVX
Chevron Corp

Energy
624
+ 3.56%
$146.71 - $167.97 $91.5K - $105K
18.2K $3.04M
MA
Mastercard Inc

Financial Services
264
+ 1.7%
$504.67 - $576.31 $133K - $152K
15.8K $8.68M
V
Visa Inc.

Financial Services
246
+ 2.23%
$306.92 - $362.71 $75.5K - $89.2K
11.3K $3.96M
CSCO
Cisco Systems, Inc.

Technology
4.46K
+ 5.98%
$58.74 - $64.87 $262K - $289K
79K $4.88M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.72K
+ 7.53%
$62.72 - $71.92 $484K - $555K
110K $6.94M
RDVY
First Trust Rising Dividend Ac

ETFs
7.79K
+ 8.42%
$57.22 - $63.39 $446K - $494K
100K $5.87M
SO
Southern CO

Utilities
1.14K
+ 3.76%
$80.96 - $92.96 $92.2K - $106K
31.4K $2.89M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.8K
+ 40.78%
$95.85 - $99.25 $364K - $377K
13.1K $1.3M
VTV
Vanguard Value ETF

ETFs
2.22K
+ 91.52%
$167.73 - $179.21 $373K - $399K
4.65K $803K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.01%
$279.74 - $321.29 $280 - $321
16.9K $5.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.82K
+ 3.8%
$42.5 - $46.71 $205K - $225K
132K $5.96M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.42K
+ 7.36%
$114.57 - $118.14 $277K - $285K
35.2K $4.16M
T
At&T Inc.

Communication Services
3.45K
+ 7.59%
$21.56 - $28.28 $74.4K - $97.6K
48.9K $1.38M
UNH
Unitedhealth Group Inc

Healthcare
373
+ 4.45%
$461.52 - $548.18 $172K - $204K
8.75K $4.58M
VLO
Valero Energy Corp

Energy
1.44K
+ 9.88%
$121.76 - $142.99 $175K - $206K
16K $2.12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.5K
+ 16.59%
$25.58 - $29.24 $447K - $511K
123K $3.22M
PLTR
Palantir Technologies Inc.

Technology
3.47K
New
$64.98 - $124.62 $225K - $432K
3.47K $292K
NFLX
Netflix Inc

Communication Services
162
+ 5.69%
$828.4 - $1058.6 $134K - $171K
3.01K $2.81M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.74K
+ 45.98%
$89.27 - $92.9 $245K - $255K
8.71K $805K
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 1.94%
$890.62 - $1076.86 $90.8K - $110K
5.37K $5.08M
PM
Philip Morris International Inc.

Consumer Defensive
55
+ 0.87%
$117.15 - $158.79 $6.44K - $8.73K
6.34K $1.01M
MDT
Medtronic PLC

Healthcare
2.76K
New
$79.84 - $94.5 $221K - $261K
2.76K $248K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.85K
+ 87.8%
$50.39 - $50.66 $244K - $246K
10.4K $525K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
New
$21.75 - $24.28 $236K - $264K
10.9K $239K
PG
Procter & Gamble CO

Consumer Defensive
465
+ 0.83%
$158.56 - $176.26 $73.7K - $82K
56.4K $9.6M
Activity Summary
Buys All Purchases 218 New Holdings 21 Increased Positions 197 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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