Pinnacle Wealth Management Advisory Group, LLC Incresed Positions in Q3 2024

Pinnacle Wealth Management Advisory Group, LLC

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
99.2K
+ 99.71%
$39.37 - $41.68 $3.91M - $4.13M
199K $8.23M
VTI
Vanguard Total Stock Market Et

ETFs
9.14K
+ 9.19%
$255.18 - $283.2 $2.33M - $2.59M
109K $30.8M
VB
Vanguard Small Cap ETF

ETFs
7.02K
+ 5.74%
$214.77 - $237.72 $1.51M - $1.67M
129K $30.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10K
+ 4.04%
$162.64 - $179.3 $1.63M - $1.79M
257K $46.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.78K
+ 2.08%
$117.9 - $128.2 $681K - $741K
283K $36.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.2K
+ 4.49%
$77.02 - $85.06 $1.1M - $1.21M
331K $28M
IVV
Ishares Core S&P 500 ETF

ETFs
2.31K
+ 5.33%
$520.18 - $576.82 $1.2M - $1.33M
45.7K $26.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
15.6K
+ 4.23%
$56.47 - $63.69 $879K - $992K
383K $24.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.02K
+ 2.03%
$517.38 - $573.86 $526K - $583K
51.2K $29.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
764
+ 0.44%
$105.53 - $118.34 $80.6K - $90.4K
176K $20.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.53K
+ 3.49%
$162.83 - $179.16 $412K - $454K
75.2K $13.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.28K
+ 4.95%
$434.77 - $502.96 $993K - $1.15M
48.4K $23.6M
JNJ
Johnson & Johnson

Healthcare
1.09K
+ 1.28%
$145.48 - $167.38 $158K - $182K
85.9K $13.9M
VEA
Vanguard Ftse Developed Market

ETFs
1.26K
+ 0.31%
$47.6 - $53.31 $60.1K - $67.3K
413K $21.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
665
+ 0.24%
$57.32 - $62.65 $38.1K - $41.7K
280K $17.5M
IWM
Ishares Russell 2000 ETF

ETFs
362
+ 0.65%
$200.87 - $224.6 $72.7K - $81.3K
56K $12.4M
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 0.77%
$333.64 - $405.2 $42.7K - $51.9K
16.8K $6.81M
LMT
Lockheed Martin Corp

Industrials
85
+ 1.02%
$460.3 - $584.56 $39.1K - $49.7K
8.45K $4.94M
AXP
American Express CO

Financial Services
377
+ 1.62%
$225.92 - $271.17 $85.2K - $102K
23.7K $6.43M
BLK
Black Rock Inc.

Financial Services
4
+ 0.06%
$782.27 - $949.51 $3.13K - $3.8K
6.29K $5.98M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.38K
+ 0.42%
$54.98 - $59.51 $75.9K - $82.1K
331K $19.7M
TSLA
Tesla, Inc.

Consumer Cyclical
424
+ 3.3%
$191.76 - $263.26 $81.3K - $112K
13.3K $3.47M
IBM
International Business Machines Corp

Technology
364
+ 2.08%
$175.1 - $223.38 $63.7K - $81.3K
17.8K $3.94M
META
Meta Platforms, Inc.

Communication Services
222
+ 2.17%
$453.41 - $572.44 $101K - $127K
10.5K $5.98M
AVGO
Broadcom Inc.

Technology
54.7K
+ 902.18%
$136.27 - $1745.86 $7.45M - $95.5M
60.8K $10.5M
FDN
First Tr Fd Dow Jones

ETFs
2.77K
+ 13.15%
$183.68 - $212.48 $508K - $588K
23.8K $5.05M
IEF
Ishares Barclays

ETFs
4.48K
+ 7.19%
$92.67 - $99.14 $415K - $444K
66.8K $6.55M
UNH
Unitedhealth Group Inc

Healthcare
204
+ 2.59%
$488.01 - $604.18 $99.6K - $123K
8.07K $4.72M
CSCO
Cisco Systems, Inc.

Technology
2.74K
+ 3.81%
$44.74 - $53.22 $122K - $146K
74.6K $3.97M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.53K
+ 4.73%
$52.1 - $59.66 $236K - $270K
100K $5.94M
RDVY
First Trust Rising Dividend Ac

ETFs
1.17K
+ 1.3%
$53.68 - $59.24 $62.6K - $69.1K
91.2K $5.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
124
+ 1.08%
$523.84 - $572.02 $65K - $70.9K
11.6K $6.61M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.79K
+ 12.37%
$49.93 - $51.15 $389K - $398K
70.8K $3.62M
CAT
Caterpillar Inc

Industrials
389
+ 8.54%
$316.8 - $391.12 $123K - $152K
4.95K $1.93M
MS
Morgan Stanley

Financial Services
941
+ 2.12%
$92.07 - $106.96 $86.6K - $101K
45.3K $4.72M
PHM
Pultegroup Inc

Consumer Cyclical
1.42K
+ 23.54%
$103.95 - $144.98 $147K - $205K
7.43K $1.07M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.8K
+ 44.03%
$28.1 - $29.89 $332K - $353K
38.6K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
153
+ 2.44%
$213.3 - $270.78 $32.6K - $41.4K
6.42K $1.74M
VO
Vanguard Mid Cap ETF

ETFs
273
+ 2.29%
$237.84 - $263.83 $64.9K - $72K
12.2K $3.22M
ABBV
Abb Vie Inc.

Healthcare
173
+ 1.55%
$163.84 - $199.33 $28.3K - $34.5K
11.3K $2.23M
VIG
Vanguard Dividend Appreciation

ETFs
1.56K
+ 11.07%
$182.15 - $182.15 $284K - $284K
15.6K $2.85M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.1K
+ 3.61%
$114.73 - $120.23 $126K - $132K
31.7K $3.79M
ACWI
Ishares Msci Acwi ETF

ETFs
436
+ 1.57%
$107.24 - $119.84 $46.8K - $52.3K
28.2K $3.37M
ACN
Accenture PLC

Technology
4
+ 0.08%
$295.44 - $355.81 $1.18K - $1.42K
4.94K $1.75M
GWW
W.W. Grainger, Inc.

Industrials
132
+ 21.57%
$896.19 - $1044.18 $118K - $138K
744 $772K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 0.72%
$801.83 - $917.05 $28.9K - $33K
5.04K $4.47M
AMGN
Amgen Inc

Healthcare
315
+ 2.77%
$309.38 - $337.38 $97.5K - $106K
11.7K $3.76M
PM
Philip Morris International Inc.

Consumer Defensive
829
+ 17.53%
$101.25 - $127.45 $83.9K - $106K
5.56K $674K
BMY
Bristol Myers Squibb CO

Healthcare
42
+ 0.24%
$39.66 - $51.75 $1.67K - $2.17K
17.9K $926K
Activity Summary
Buys All Purchases 164 New Holdings 18 Increased Positions 146 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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