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
ETR
Entergy Corp

Utilities
2.72K
New
$75.26 - $87.89 $205K - $239K
2.72K $232K
CVS
Cvs Health Corp

Healthcare
3.4K
New
$44.22 - $68.64 $151K - $234K
3.4K $230K
IEF
Ishares Barclays

ETFs
331
+ 0.49%
$91.17 - $95.39 $30.2K - $31.6K
67.8K $6.47M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
487
+ 46.78%
$634.14 - $744.83 $309K - $363K
1.53K $969K
ROP
Roper Technologies Inc

Industrials
388
New
$502.71 - $593.81 $195K - $230K
388 $228K
INTC
Intel Corp

Technology
9.95K
New
$19.1 - $27.39 $190K - $273K
9.95K $225K
HWM
Howmet Aerospace Inc.

Industrials
1.72K
New
$110.79 - $139.39 $191K - $240K
1.72K $223K
AZO
Autozone Inc

Consumer Cyclical
58
New
$3193.96 - $3828.11 $185K - $222K
58 $221K
VHT
Vanguard Health Care ETF

ETFs
825
New
$254.06 - $273.83 $210K - $226K
825 $218K
IHDG
Wisdomtree Tr

ETFs
5K
New
$43.4 - $47.51 $217K - $238K
5K $217K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.02K
New
$210.19 - $243.33 $215K - $249K
1.02K $215K
BMY
Bristol Myers Squibb CO

Healthcare
2.05K
+ 10.86%
$53.9 - $63.11 $110K - $129K
20.9K $1.28M
KLAC
Kla Corp

Technology
102
+ 3.78%
$636.62 - $777.63 $64.9K - $79.3K
2.8K $1.9M
FNF
Fidelity National Financial, Inc.

Financial Services
3.11K
New
$54.25 - $65.27 $169K - $203K
3.11K $202K
ALL
Allstate Corp

Financial Services
972
New
$180.99 - $210.18 $176K - $204K
972 $201K
MPC
Marathon Petroleum Corp

Energy
1.19K
+ 34.13%
$134.72 - $159.03 $160K - $189K
4.67K $680K
IEFA
Ishares Tr

ETFs
2.12K
+ 37.95%
$69.57 - $78.65 $148K - $167K
7.72K $583K
BOTZ
Global X Fds

ETFs
14.1K
+ 22.51%
$28.46 - $34.53 $402K - $488K
76.9K $2.19M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.05K
+ 30.3%
$69.82 - $78.67 $213K - $240K
13.1K $921K
NEAR
Blackrock Short Maturity Bond

ETFs
3.39K
+ 56.38%
$50.4 - $50.89 $171K - $172K
9.39K $477K
MCHP
Microchip Technology Inc

Technology
4.53K
+ 87.79%
$48.41 - $64.3 $219K - $291K
9.69K $468K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
15.4K
New
$11.22 - $11.8 $173K - $182K
15.4K $172K
HYG
Ishares Tr

ETFs
2.1K
+ 38.41%
$78.51 - $80.11 $165K - $168K
7.57K $597K
VUG
Vanguard Growth ETF

ETFs
649
+ 33.32%
$369.1 - $427.61 $240K - $278K
2.6K $963K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.59K
+ 25.45%
$56.12 - $68.15 $89.4K - $109K
7.85K $532K
ABT
Abbott Laboratories

Healthcare
357
+ 6.37%
$111.1 - $140.22 $39.7K - $50.1K
5.97K $791K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
47
+ 1.05%
$208.48 - $244.03 $9.8K - $11.5K
4.52K $1.1M
WMB
Williams Companies, Inc.

Energy
1.98K
+ 31.97%
$54.02 - $61.09 $107K - $121K
8.17K $488K
QCOM
Qualcomm Inc

Technology
944
+ 7.7%
$151.94 - $175.86 $143K - $166K
13.2K $2.03M
DFAE
Dimensional ETF Tr

ETFs
1.29K
+ 0.62%
$24.64 - $26.86 $31.7K - $34.5K
209K $5.42M
WM
Waste Management Inc

Industrials
40
+ 0.92%
$200.54 - $233.78 $8.02K - $9.35K
4.37K $1.01M
DE
Deere & CO

Industrials
13
+ 0.52%
$408.57 - $509.27 $5.31K - $6.62K
2.51K $1.18M
VGIT
Vanguard Intermediate Term Tre

ETFs
981
+ 2.32%
$57.44 - $59.4 $56.3K - $58.3K
43.3K $2.57M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 16.26%
$1187.71 - $1432.58 $47.5K - $57.3K
286 $409K
MCK
Mckesson Corp

Healthcare
35
+ 4.22%
$566.21 - $672.99 $19.8K - $23.6K
865 $582K
VNQ
Vanguard Specialized Funds Van

ETFs
1.05K
+ 14.76%
$85.55 - $94.34 $89.6K - $98.8K
8.14K $737K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.56K
+ 30.83%
$55.47 - $61.45 $86.4K - $95.7K
6.61K $389K
PHM
Pultegroup Inc

Consumer Cyclical
1.53K
+ 16.7%
$101.09 - $118.51 $154K - $181K
10.7K $1.1M
XLI
Industrial Sector Spdr

ETFs
750
+ 20.44%
$128.78 - $141.67 $96.6K - $106K
4.42K $579K
PGR
Progressive Corp

Financial Services
39
+ 2.07%
$235.61 - $291.22 $9.19K - $11.4K
1.93K $545K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
977
+ 33.12%
$113.22 - $126.36 $111K - $123K
3.93K $451K
TRV
Travelers Companies, Inc.

Financial Services
37
+ 1.08%
$232.43 - $265.13 $8.6K - $9.81K
3.45K $912K
CB
Chubb LTD

Financial Services
143
+ 8.48%
$257.71 - $301.99 $36.9K - $43.2K
1.83K $552K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
722
+ 14.4%
$63.07 - $73.5 $45.5K - $53.1K
5.74K $402K
AIG
American International Group, Inc.

Financial Services
64
+ 1.14%
$70.5 - $86.94 $4.51K - $5.56K
5.67K $492K
OEF
Ishares S&P 100 ETF

ETFs
310
+ 7.94%
N/A
4.21K $1.12M
EXPE
Expedia Group, Inc.

Consumer Cyclical
844
+ 24.87%
$157.11 - $206.52 $133K - $174K
4.24K $712K
VCIT
Vanguard Intermediate Term Cor

ETFs
820
+ 9.56%
$79.17 - $82.04 $64.9K - $67.3K
9.4K $768K
MO
Altria Group, Inc.

Consumer Defensive
205
+ 2.38%
$50.81 - $60.02 $10.4K - $12.3K
8.83K $530K
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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