Pinnacle Wealth Management Advisory Group, LLC Purchases in Q2 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
56.5K
+ 48.36%
$243.75 - $303.93 $13.8M - $17.2M
173K $52.6M
MSFT
Microsoft Corp

Technology
1.64K
+ 1.99%
$354.56 - $497.45 $580K - $814K
84K $41.8M
NVDA
Nvidia Corp

Technology
7.86K
+ 5.17%
$94.31 - $157.99 $741K - $1.24M
160K $25.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
+ 1.79%
$416.06 - $551.64 $437K - $579K
59.8K $33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.05K
+ 2.59%
$152.42 - $182.82 $1.07M - $1.29M
279K $51M
VEU
Vanguard Ftse All World Ex Us

ETFs
26.5K
+ 6.35%
$54.19 - $67.22 $1.43M - $1.78M
443K $29.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.72K
+ 3.59%
$498.8 - $620.9 $858K - $1.07M
49.7K $30.8M
VEA
Vanguard Ftse Developed Market

ETFs
19.1K
+ 4.51%
$45.65 - $57.01 $870K - $1.09M
442K $25.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
906
+ 1.71%
$496.48 - $617.85 $450K - $560K
53.8K $33.2M
META
Meta Platforms, Inc.

Communication Services
868
+ 6.58%
$484.66 - $738.09 $421K - $641K
14.1K $10.4M
GOOGL
Alphabet Inc.

Communication Services
3.63K
+ 4.63%
$144.7 - $178.6 $525K - $648K
82.1K $14.5M
FDN
First Tr Fd Dow Jones

ETFs
3.49K
+ 11.8%
$200.29 - $269.33 $698K - $939K
33K $8.89M
AMZN
Amazon Com Inc

Consumer Cyclical
271
+ 0.36%
$167.32 - $223.3 $45.3K - $60.5K
74.8K $16.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
19.6K
+ 13.36%
$71.28 - $83.74 $1.4M - $1.64M
166K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.3K
+ 5.81%
$51.16 - $62.02 $885K - $1.07M
315K $19.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
30.7K
+ 8.43%
$29.36 - $35.56 $902K - $1.09M
395K $14.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.6K
+ 1.57%
$114.78 - $133.31 $528K - $613K
297K $39.6M
IWM
Ishares Russell 2000 ETF

ETFs
4.03K
+ 6.98%
$174.82 - $215.79 $704K - $869K
61.7K $13.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.53K
+ 2.3%
$57.46 - $75.58 $145K - $191K
113K $8.51M
DFAI
Dimensional ETF Tr

ETFs
5.29K
+ 1.37%
$28.02 - $34.71 $148K - $184K
392K $13.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.29K
+ 3.06%
$90.56 - $109.49 $479K - $579K
178K $19.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
29.2K
+ 38.38%
$48.13 - $49.85 $1.41M - $1.46M
105K $5.16M
NFLX
Netflix Inc

Communication Services
115
+ 3.82%
$855.86 - $1339.13 $98.4K - $154K
3.13K $4.19M
AXP
American Express CO

Financial Services
334
+ 1.37%
$231.39 - $318.98 $77.3K - $107K
24.7K $7.89M
MS
Morgan Stanley

Financial Services
1.28K
+ 2.71%
$99.83 - $140.86 $127K - $180K
48.4K $6.82M
BOTZ
Global X Fds

ETFs
24.3K
+ 31.58%
$24.51 - $32.65 $595K - $793K
101K $3.3M
TSLA
Tesla, Inc.

Consumer Cyclical
837
+ 6.24%
$221.86 - $362.89 $186K - $304K
14.3K $4.53M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
25K
+ 27.92%
$29.52 - $35.31 $737K - $881K
114K $4.03M
ORCL
Oracle Corp

Technology
554
+ 5.08%
$122.82 - $218.63 $68K - $121K
11.5K $2.51M
IBM
International Business Machines Corp

Technology
415
+ 2.39%
$221.03 - $294.78 $91.7K - $122K
17.8K $5.24M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
24.1K
+ 9.88%
$39.34 - $40.41 $949K - $975K
268K $10.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.9K
+ 6.49%
$72.02 - $73.82 $857K - $878K
195K $14.4M
HYD
Vaneck High Yield Muni ETF

ETFs
17.9K
New
$49.08 - $51.35 $877K - $918K
17.9K $897K
RSP
Invesco S&P 500 Equal Weight E

ETFs
808
+ 0.96%
$152.93 - $181.74 $124K - $147K
85.2K $15.5M
DFAE
Dimensional ETF Tr

ETFs
7.24K
+ 3.46%
$22.87 - $28.95 $166K - $210K
217K $6.27M
XLB
Select Sector Spdr Fd Material

ETFs
9.68K
New
$74.27 - $88.92 $719K - $861K
9.68K $850K
PLTR
Palantir Technologies Inc.

Technology
4.49K
+ 129.7%
$74.01 - $144.25 $333K - $648K
7.96K $1.08M
KLAC
Kla Corp

Technology
182
+ 6.5%
$576.53 - $902.94 $105K - $164K
2.98K $2.67M
CAT
Caterpillar Inc

Industrials
1.03K
+ 16.82%
$273.94 - $388.21 $282K - $400K
7.16K $2.78M
DIS
Walt Disney CO

Communication Services
4
+ 0.01%
$81.72 - $124.01 $327 - $496
29K $3.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.62K
+ 2.75%
$39.89 - $49.46 $144K - $179K
135K $6.69M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.2K
+ 24.98%
$45.88 - $54.4 $515K - $611K
56.2K $3.06M
AMD
Advanced Micro Devices Inc

Technology
2.88K
+ 39.48%
$78.21 - $143.81 $225K - $414K
10.2K $1.44M
GS
Goldman Sachs Group Inc

Financial Services
281
+ 9.58%
$462.22 - $707.75 $130K - $199K
3.22K $2.28M
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.26K
+ 2.26%
$24.21 - $29.47 $176K - $214K
329K $9.67M
RDVY
First Trust Rising Dividend Ac

ETFs
3.1K
+ 3.09%
$51.6 - $62.74 $160K - $195K
103K $6.49M
GOOG
Alphabet Inc.

Communication Services
73
+ 0.32%
$146.58 - $180.01 $10.7K - $13.1K
22.6K $4M
MCHP
Microchip Technology Inc

Technology
3.42K
+ 35.35%
$35.34 - $71.6 $121K - $245K
13.1K $922K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.4K
New
$22.27 - $29.21 $343K - $450K
15.4K $450K
Activity Summary
Buys All Purchases 234 New Holdings 29 Increased Positions 205 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email