Pinnacle Wealth Management Advisory Group, LLC Incresed Positions in Q3 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.85K
+ 8.12%
$546.99 - $602.2 $2.66M - $2.92M
64.7K $38.8M
GOOGL
Alphabet Inc.

Communication Services
194
+ 0.24%
$174.36 - $254.72 $33.8K - $49.4K
82.3K $20M
VB
Vanguard Small Cap ETF

ETFs
9.31K
+ 6.37%
$237.58 - $259.17 $2.21M - $2.41M
155K $39.5M
VTI
Vanguard Total Stock Market Et

ETFs
1.62K
+ 0.93%
$303.93 - $329.86 $491K - $533K
175K $57.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
32.9K
+ 7.41%
$66.38 - $71.68 $2.18M - $2.36M
476K $34M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.32K
+ 0.83%
$182.33 - $194.5 $423K - $452K
281K $54.7M
IVV
Ishares Core S&P 500 ETF

ETFs
986
+ 1.98%
$620.67 - $670.08 $612K - $661K
50.7K $33.9M
JNJ
Johnson & Johnson

Healthcare
1.4K
+ 1.67%
$155.17 - $185.42 $217K - $260K
85.2K $15.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.67K
+ 1.57%
$132.9 - $142.03 $620K - $663K
301K $42.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20.1K
+ 12.1%
$84.28 - $89.46 $1.7M - $1.8M
186K $16.6M
ORCL
Oracle Corp

Technology
4.5K
+ 39.25%
$218.96 - $328.33 $985K - $1.48M
16K $4.49M
MSFT
Microsoft Corp

Technology
338
+ 0.4%
$491.09 - $535.64 $166K - $181K
84.4K $43.7M
ACWI
Ishares Msci Acwi ETF

ETFs
10.4K
+ 39.26%
$128.32 - $138.41 $1.33M - $1.43M
36.7K $5.08M
FDN
First Tr Fd Dow Jones

ETFs
2.99K
+ 9.06%
$264.06 - $287.34 $790K - $860K
36K $10.1M
MS
Morgan Stanley

Financial Services
1.63K
+ 3.37%
$139.09 - $161.16 $227K - $263K
50K $7.95M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
24K
+ 8.94%
$39.58 - $40.74 $949K - $977K
292K $11.9M
CAT
Caterpillar Inc

Industrials
692
+ 9.66%
$390.92 - $477.15 $271K - $330K
7.85K $3.75M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.44K
+ 0.36%
$35.76 - $37.93 $51.6K - $54.7K
397K $15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.28K
+ 1.51%
$181.56 - $190.33 $233K - $244K
86.5K $16.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.41K
+ 224.97%
$236.25 - $257.69 $805K - $878K
4.92K $1.26M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.75K
+ 4.99%
$72.57 - $74.72 $708K - $729K
205K $15.2M
HD
Home Depot, Inc.

Consumer Cyclical
385
+ 2.21%
$357.4 - $423.42 $138K - $163K
17.8K $7.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.1K
+ 19.79%
$53.81 - $57.52 $598K - $639K
67.3K $3.87M
PLTR
Palantir Technologies Inc.

Technology
1.94K
+ 24.34%
$130.68 - $186.97 $253K - $362K
9.9K $1.81M
VLO
Valero Energy Corp

Energy
369
+ 2.28%
$131.77 - $175.63 $48.6K - $64.8K
16.5K $2.82M
KLAC
Kla Corp

Technology
85
+ 2.85%
$843.9 - $1078.6 $71.7K - $91.7K
3.07K $3.31M
AXP
American Express CO

Financial Services
789
+ 3.19%
$294.27 - $342.31 $232K - $270K
25.5K $8.47M
LMT
Lockheed Martin Corp

Industrials
529
+ 6.05%
$410.74 - $499.21 $217K - $264K
9.28K $4.63M
BOTZ
Global X Fds

ETFs
7.31K
+ 7.22%
$32.14 - $35.96 $235K - $263K
109K $3.85M
VV
Vanguard Large Cap ETF

ETFs
15
+ 0.06%
$285.05 - $309.14 $4.28K - $4.64K
23.1K $7.12M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.41K
+ 38.19%
$50.23 - $50.48 $472K - $475K
34K $1.71M
CVX
Chevron Corp

Energy
1.44K
+ 7.94%
$145.57 - $161.83 $209K - $232K
19.5K $3.03M
PHM
Pultegroup Inc

Consumer Cyclical
522
+ 4.47%
$108.0 - $141.42 $56.4K - $73.8K
12.2K $1.61M
AMGN
Amgen Inc

Healthcare
1.21K
+ 9.71%
$271.18 - $309.22 $328K - $374K
13.7K $3.86M
LOW
Lowes Companies Inc

Consumer Cyclical
548
+ 6.83%
$215.01 - $273.02 $118K - $150K
8.57K $2.15M
TMO
Thermo Fisher Scientific Inc.

Healthcare
670
+ 110.2%
$404.94 - $499.99 $271K - $335K
1.28K $619K
MA
Mastercard Inc

Financial Services
423
+ 2.67%
$550.18 - $598.96 $233K - $253K
16.3K $9.26M
AMAT
Applied Materials Inc

Technology
734
+ 8.13%
$156.25 - $204.95 $115K - $150K
9.77K $2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
531
+ 10.35%
$171.01 - $228.24 $90.8K - $121K
5.66K $1.21M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.8K
+ 3.38%
$70.85 - $76.96 $269K - $293K
116K $8.85M
C
Citigroup Inc

Financial Services
609
+ 3.67%
$85.57 - $103.49 $52.1K - $63K
17.2K $1.75M
SO
Southern CO

Utilities
2.53K
+ 8.18%
$90.83 - $96.0 $229K - $242K
33.4K $3.17M
MRK
Merck & Co., Inc.

Healthcare
1.12K
+ 2.29%
$77.6 - $87.37 $86.8K - $97.8K
50.1K $4.2M
ITW
Illinois Tool Works Inc

Industrials
174
+ 0.88%
$252.31 - $269.41 $43.9K - $46.9K
19.9K $5.18M
MPC
Marathon Petroleum Corp

Energy
923
+ 18.74%
$158.59 - $198.69 $146K - $183K
5.85K $1.13M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.65K
+ 0.94%
$55.61 - $57.37 $203K - $209K
391K $22.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 1.75%
$211.65 - $238.24 $277K - $312K
76.1K $16.7M
MUB
Ishares National Muni Bond ETF

ETFs
2.63K
+ 38.35%
$103.24 - $106.68 $271K - $280K
9.47K $1.01M
MU
Micron Technology Inc

Technology
24
+ 0.41%
$104.88 - $168.89 $2.52K - $4.05K
5.93K $991K
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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