Pinnacle Wealth Management Advisory Group, LLC Incresed Positions in Q4 2024

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
1.04K
+ 16.91%
$105.78 - $108.7 $109K - $113K
7.16K $762K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.28K
+ 4.63%
$49.79 - $51.14 $163K - $168K
74K $3.71M
BX
Blackstone Inc.

Financial Services
6
+ 0.13%
$148.45 - $199.05 $891 - $1.19K
4.58K $788K
WAT
Waters Corp

Healthcare
183
+ 10.52%
$323.11 - $392.01 $59.1K - $71.7K
1.92K $713K
SPG
Simon Property Group Inc

Real Estate
438
+ 20.08%
$167.23 - $183.84 $73.2K - $80.5K
2.62K $451K
PM
Philip Morris International Inc.

Consumer Defensive
729
+ 13.11%
$118.38 - $133.06 $86.3K - $97K
6.29K $756K
IWM
Ishares Russell 2000 ETF

ETFs
339
+ 0.61%
$216.13 - $242.4 $73.3K - $82.2K
56.3K $12.4M
RDVY
First Trust Rising Dividend Ac

ETFs
1.33K
+ 1.46%
$58.65 - $64.37 $78.1K - $85.7K
92.5K $5.47M
GM
General Motors CO

Consumer Cyclical
24
+ 0.3%
$44.82 - $60.2 $1.08K - $1.44K
8.09K $430K
TTWO
Take Two Interactive Software Inc

Communication Services
19
+ 0.9%
$147.66 - $190.46 $2.81K - $3.62K
2.12K $390K
IEMG
Ishares Inc

ETFs
1.13K
+ 5.02%
N/A
23.6K $1.27M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.56K
+ 14.6%
$24.19 - $24.63 $61.9K - $63K
20.1K $485K
VGT
Vanguard Information Technolog

ETFs
34
+ 3.86%
$571.78 - $647.97 $19.4K - $22K
914 $568K
VONG
Vanguard Russell 1000 Growth E

ETFs
78
+ 1.51%
$95.27 - $107.82 $7.43K - $8.41K
5.23K $540K
DLR
Digital Realty Trust, Inc.

Real Estate
48
+ 2.2%
$156.46 - $195.69 $7.51K - $9.39K
2.23K $395K
OKE
Oneok Inc

Energy
93
+ 2.69%
$92.28 - $117.05 $8.58K - $10.9K
3.55K $355K
VOT
Vanguard Mid Cap Growth Index

ETFs
112
+ 13.51%
$241.48 - $274.89 $27K - $30.8K
941 $238K
MAR
Marriott International Inc

Consumer Cyclical
24
+ 2.42%
$246.06 - $292.59 $5.91K - $7.02K
1.01K $282K
TRV
Travelers Companies, Inc.

Financial Services
41
+ 1.22%
$225.97 - $266.66 $9.26K - $10.9K
3.41K $822K
XAR
Spdr S&P Aerospace & Defense E

ETFs
135
+ 10.59%
$153.8 - $176.52 $20.8K - $23.8K
1.41K $233K
BOND
Pimco Active Bond Exchange Tra

ETFs
583
+ 10.83%
$90.42 - $94.5 $52.7K - $55.1K
5.96K $539K
TRMB
Trimble Inc.

Technology
32
+ 0.98%
$60.21 - $75.4 $1.93K - $2.41K
3.31K $233K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
203
+ 7.39%
$118.0 - $127.04 $24K - $25.8K
2.95K $358K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
96
+ 5.9%
$201.32 - $217.44 $19.3K - $20.9K
1.72K $356K
IJS
Ishares S&P Smallcap 600 Value

ETFs
108
+ 0.77%
$104.59 - $118.05 $11.3K - $12.7K
14.1K $1.53M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
108
+ 1.66%
$55.73 - $66.16 $6.02K - $7.15K
6.61K $398K
HYG
Ishares Tr

ETFs
378
+ 7.43%
$78.09 - $80.04 $29.5K - $30.3K
5.47K $430K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
87
+ 2.23%
$100.18 - $109.1 $8.72K - $9.49K
3.99K $418K
NEAR
Blackrock Short Maturity Bond

ETFs
475
+ 8.59%
$50.28 - $51.08 $23.9K - $24.3K
6K $303K
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 95.62%
$181.96 - $405.9 $211K - $470K
2.37K $431K
PCAR
Paccar Inc

Industrials
56
+ 2.6%
$97.92 - $118.41 $5.48K - $6.63K
2.21K $229K
ITRI
Itron, Inc.

Technology
125
+ 6.07%
$101.26 - $124.45 $12.7K - $15.6K
2.19K $237K
SYK
Stryker Corp

Healthcare
52
+ 3.8%
$345.14 - $392.15 $17.9K - $20.4K
1.42K $511K
VLO
Valero Energy Corp

Energy
1.46K
+ 11.12%
$118.59 - $144.02 $173K - $210K
14.6K $1.79M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
389
+ 8.1%
$51.54 - $52.55 $20K - $20.4K
5.19K $268K
GLD
Spdr Gold Trust

ETFs
70
+ 2.92%
$236.59 - $257.5 $16.6K - $18K
2.47K $597K
MSI
Motorola Solutions, Inc.

Technology
8
+ 1.2%
$449.08 - $504.6 $3.59K - $4.04K
672 $310K
ACN
Accenture PLC

Technology
58
+ 1.17%
$343.9 - $376.86 $19.9K - $21.9K
5K $1.76M
INTU
Intuit Inc

Technology
7
+ 0.92%
$602.01 - $706.25 $4.21K - $4.94K
771 $484K
PNR
Pentair PLC

Industrials
4
+ 0.19%
$95.0 - $109.21 $380 - $437
2.16K $216K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
121
+ 1.91%
$41.09 - $45.94 $4.97K - $5.56K
6.44K $270K
ADI
Analog Devices Inc

Technology
160
+ 9.87%
$206.35 - $236.48 $33K - $37.8K
1.78K $378K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.14K
+ 3.6%
$115.08 - $119.55 $131K - $136K
32.8K $3.79M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.06%
$563.99 - $620.12 $3.95K - $4.34K
11.6K $6.62M
ORCL
Oracle Corp

Technology
251
+ 2.35%
$165.41 - $192.43 $41.5K - $48.3K
10.9K $1.82M
PRU
Prudential Financial Inc

Financial Services
65
+ 3.61%
$114.59 - $129.52 $7.45K - $8.42K
1.87K $221K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.6K
+ 194.31%
$22.01 - $66.82 $365K - $1.11M
25.1K $570K
DGRO
Ishares Core Dividend Growth E

ETFs
400
+ 2.31%
$60.73 - $64.94 $24.3K - $26K
17.7K $1.08M
DOV
Dover Corp

Industrials
32
+ 2.69%
$184.72 - $206.51 $5.91K - $6.61K
1.22K $229K
Activity Summary
Buys All Purchases 166 New Holdings 16 Increased Positions 150 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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