Pinnacle Wealth Management Advisory Group, LLC Purchases in Q3 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
18
+ 0.84%
$103.24 - $111.73 $1.86K - $2.01K
2.17K $238K
SHW
Sherwin Williams CO

Basic Materials
14
+ 1.27%
$330.88 - $375.23 $4.63K - $5.25K
1.12K $386K
ECL
Ecolab Inc.

Basic Materials
6
+ 0.39%
$259.39 - $285.47 $1.56K - $1.71K
1.55K $423K
WMB
Williams Companies, Inc.

Energy
47
+ 0.55%
$56.52 - $64.01 $2.66K - $3.01K
8.6K $544K
TMUS
T Mobile Us, Inc.

Communication Services
11
+ 0.66%
$226.02 - $259.01 $2.49K - $2.85K
1.67K $400K
ED
Consolidated Edison Inc

Utilities
34
+ 1.13%
$95.57 - $105.36 $3.25K - $3.58K
3.04K $305K
ADSK
Autodesk, Inc.

Technology
3
+ 0.33%
N/A
901 $221K
Bank Of Nova Scotia 0.00000pcnt 1
10.5K
New
N/A
10.5K $0
Cliffwater Enhanced Lending Fu
122K
New
N/A
122K $0
Cliffwater Corporate Lending F
288K
New
N/A
288K $0
Arista Networks Inc
21
+ 0.42%
N/A
5.02K $0
Blackrock Inc
272
+ 4.09%
N/A
6.93K $0
X Tracker Ai & Bigdata ETF
20.6K
New
N/A
20.6K $0
BACPRB
Bank Amer Corp Dep Shs Rpstg 1
8K
New
N/A
8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.06K
+ 1.28%
N/A
322K $0
Vanguard Ca Tax Exempt Bond Et
2.8K
New
N/A
2.8K $0
Ge Vernova Inc
4
+ 0.35%
N/A
1.16K $0
Jp Morgan Active Bond ETF
5.35K
New
N/A
5.35K $0
NKE
Nike, Inc.

Consumer Cyclical
67
+ 1.7%
$69.24 - $79.24 $4.64K - $5.31K
4.01K $279K
Jp Morgan Hedged Equity Laddere
19.4K
+ 49.22%
N/A
58.8K $0
Lam Research
1.7K
+ 6.43%
N/A
28.1K $0
Toronto Dominion Bank 0.00000pcnt
20.9K
New
N/A
20.9K $0
Linde PLC
7
+ 0.27%
N/A
2.57K $0
Npk International Inc
12.7K
New
N/A
12.7K $0
Lord Abbett Flexible Inc Fund
59.6K
New
N/A
59.6K $0
BR
Broadridge Financial Solutions, Inc.

Technology
13
+ 0.82%
$233.75 - $266.89 $3.04K - $3.47K
1.61K $382K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
+ 0.32%
$259.44 - $278.65 $778 - $836
938 $243K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.32%
$255.35 - $282.87 $766 - $849
935 $243K
EMR
Emerson Electric CO

Industrials
58
+ 0.63%
$128.6 - $149.63 $7.46K - $8.68K
9.28K $1.22M
MAA
Mid America Apartment Communities Inc.

Real Estate
10
+ 0.65%
$138.38 - $153.2 $1.38K - $1.53K
1.55K $215K
ABNB
Airbnb, Inc.

Consumer Cyclical
51
+ 3.01%
$118.3 - $142.16 $6.03K - $7.25K
1.75K $212K
TRGP
Targa Resources Corp.

Energy
6
+ 0.27%
$160.52 - $174.4 $963 - $1.05K
2.25K $376K
TT
Trane Technologies PLC

Industrials
4
+ 0.37%
$398.96 - $472.54 $1.6K - $1.89K
1.07K $451K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
298
+ 6.45%
$196.15 - $217.83 $58.5K - $64.9K
4.92K $990K
COST
Costco Wholesale Corp

Consumer Defensive
360
+ 6.59%
$915.95 - $994.57 $330K - $358K
5.82K $5.39M
MDLZ
Mondelez International, Inc.

Consumer Defensive
381
+ 4.29%
$60.9 - $70.75 $23.2K - $27K
9.26K $578K
CTAS
Cintas Corp

Industrials
2
+ 0.16%
$199.29 - $226.27 $399 - $453
1.27K $260K
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.03%
$84.93 - $101.07 $84.9 - $101
3.55K $324K
ICE
Intercontinental Exchange, Inc.

Financial Services
9
+ 0.42%
$167.28 - $188.45 $1.51K - $1.7K
2.14K $359K
PM
Philip Morris International Inc.

Consumer Defensive
597
+ 9.01%
$157.77 - $183.27 $94.2K - $109K
7.22K $1.17M
SYK
Stryker Corp

Healthcare
6
+ 0.4%
$368.57 - $403.53 $2.21K - $2.42K
1.51K $558K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
+ 1.06%
$366.54 - $479.53 $2.93K - $3.84K
765 $299K
BSX
Boston Scientific Corp

Healthcare
35
+ 0.68%
$97.03 - $108.14 $3.4K - $3.78K
5.19K $506K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.68%
$5364.25 - $5815.92 $5.36K - $5.82K
149 $804K
NOW
Service Now, Inc.

Technology
5
+ 0.67%
$850.86 - $1044.69 $4.25K - $5.22K
748 $688K
PG
Procter & Gamble CO

Consumer Defensive
1.51K
+ 2.7%
$150.47 - $161.22 $227K - $243K
57.4K $8.81M
INTU
Intuit Inc

Technology
6
+ 0.63%
$646.03 - $807.39 $3.88K - $4.84K
960 $655K
CMCSA
Comcast Corp

Communication Services
1.18K
+ 3.62%
$31.41 - $36.33 $37K - $42.8K
33.7K $1.06M
IBM
International Business Machines Corp

Technology
419
+ 2.36%
$234.77 - $292.47 $98.4K - $123K
18.2K $5.14M
Activity Summary
Buys All Purchases 203 New Holdings 38 Increased Positions 165 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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