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
Linde PLC
45
+ 1.81%
N/A
2.53K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
54.1K
+ 22.54%
N/A
294K $0
Global X Defense Tech ETF
5K
New
N/A
5K $0
Coherent Corp
215
+ 7.19%
N/A
3.21K $0
Jp Morgan Hedged Equity Laddere
5.79K
New
N/A
5.79K $0
Blackrock Inc
277
+ 4.39%
N/A
6.59K $0
MCO
Moodys Corp

Financial Services
12
+ 1.51%
$437.8 - $527.48 $5.25K - $6.33K
807 $375K
PCAR
Paccar Inc

Industrials
130
+ 5.88%
$96.91 - $112.51 $12.6K - $14.6K
2.34K $227K
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 2.06%
$122.59 - $135.24 $4.29K - $4.73K
1.73K $217K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
529
+ 8.21%
$37.84 - $44.02 $20K - $23.3K
6.97K $267K
BAC
Bank Of America Corp

Financial Services
3.46K
+ 5.11%
$39.61 - $47.74 $137K - $165K
71.2K $2.97M
BYD
Boyd Gaming Corp

Consumer Cyclical
265
+ 7.1%
$65.83 - $79.52 $17.4K - $21.1K
4K $263K
FICO
Fair Isaac Corp

Technology
9
+ 5.56%
$1695.35 - $2030.47 $15.3K - $18.3K
171 $315K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
32
+ 1.83%
$123.87 - $158.75 $3.96K - $5.08K
1.78K $220K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
36
+ 4.14%
$221.78 - $273.45 $7.98K - $9.84K
906 $206K
VBR
Vanguard Small Cap Value ETF

ETFs
37
+ 2.05%
$183.02 - $207.75 $6.77K - $7.69K
1.84K $343K
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.6%
$411.73 - $482.1 $1.65K - $1.93K
676 $295K
TLS
Telos Corp

Technology
1.27K
+ 7.32%
$2.38 - $3.66 $3.02K - $4.65K
18.6K $44K
PLUG
Plug Power Inc

Industrials
1.19K
+ 4.86%
$1.34 - $3.15 $1.59K - $3.73K
25.6K $34K
CARR
Carrier Global Corp

Industrials
123
+ 2.32%
$62.07 - $70.55 $7.63K - $8.68K
5.43K $344K
ASML
Asml Holding Nv

Technology
3
+ 0.47%
$662.63 - $776.99 $1.99K - $2.33K
641 $424K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 4.9%
$4295.4 - $5141.88 $30.1K - $36K
150 $691K
PANW
Palo Alto Networks Inc

Technology
41
+ 1.73%
$167.82 - $208.28 $6.88K - $8.54K
2.41K $411K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
815
+ 7.32%
$16.4 - $22.98 $13.4K - $18.7K
11.9K $200K
UEC
Uranium Energy Corp

Energy
1.03K
+ 7.51%
$4.77 - $8.2 $4.89K - $8.41K
14.7K $70K
AMP
Ameriprise Financial Inc

Financial Services
21
+ 3.04%
$472.29 - $575.13 $9.92K - $12.1K
712 $344K
FDN
First Tr Fd Dow Jones

ETFs
2.45K
+ 9.04%
$221.38 - $266.86 $542K - $654K
29.5K $6.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
88
+ 0.35%
$21.23 - $23.75 $1.87K - $2.09K
25.2K $543K
LASR
Nlight, Inc.

Technology
955
+ 7.22%
$7.77 - $12.05 $7.42K - $11.5K
14.2K $110K
CAT
Caterpillar Inc

Industrials
480
+ 8.5%
$326.75 - $407.63 $157K - $196K
6.13K $2.02M
SKYY
First Trust Cloud Computing Et

ETFs
233
+ 7.62%
$102.23 - $131.18 $23.8K - $30.6K
3.29K $336K
TDIV
First Trust Nasdaq Technology

ETFs
31
+ 0.44%
$73.39 - $83.95 $2.28K - $2.6K
7.03K $517K
RJF
Raymond James Financial Inc

Financial Services
121
+ 4.01%
$137.62 - $172.64 $16.7K - $20.9K
3.14K $436K
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.47%
$476.63 - $610.45 $3.34K - $4.27K
1.49K $736K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
89
+ 3.74%
$203.38 - $274.79 $18.1K - $24.5K
2.47K $507K
ROBO
Robo Global Robotics And Autom

ETFs
416
+ 2.99%
$51.5 - $60.89 $21.4K - $25.3K
14.3K $737K
NVO
Novo Nordisk A S

Healthcare
44
+ 1.46%
$69.3 - $90.95 $3.05K - $4K
3.06K $212K
LITE
Lumentum Holdings Inc.

Technology
220
+ 6.78%
$57.41 - $100.38 $12.6K - $22.1K
3.47K $216K
PFE
Pfizer Inc

Healthcare
610
+ 0.94%
$25.01 - $27.13 $15.3K - $16.5K
65.6K $1.66M
DLR
Digital Realty Trust, Inc.

Real Estate
82
+ 3.67%
$142.1 - $183.56 $11.7K - $15.1K
2.31K $331K
AMAT
Applied Materials Inc

Technology
452
+ 5.76%
$145.06 - $195.51 $65.6K - $88.4K
8.3K $1.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.37K
+ 3.06%
$23.16 - $27.04 $31.7K - $37K
46K $1.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
19
+ 0.12%
$408.78 - $448.82 $7.77K - $8.53K
15.3K $6.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.5K
+ 6.24%
$57.21 - $65.8 $999K - $1.15M
298K $17.4M
MSGS
Madison Square Garden Sports Corp.

Communication Services
45
+ 1.26%
$185.75 - $223.33 $8.36K - $10K
3.6K $701K
CRM
Salesforce, Inc.

Technology
117
+ 5.35%
$268.36 - $359.95 $31.4K - $42.1K
2.3K $617K
BX
Blackstone Inc.

Financial Services
97
+ 2.12%
$136.53 - $186.74 $13.2K - $18.1K
4.67K $653K
ADBE
Adobe Inc.

Technology
584
+ 9.4%
$377.84 - $464.11 $221K - $271K
6.79K $2.61M
MS
Morgan Stanley

Financial Services
1.88K
+ 4.16%
$111.68 - $141.08 $210K - $266K
47.1K $5.5M
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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