Pinnacle Wealth Management Advisory Group, LLC Incresed Positions in Q1 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
2.12K
+ 37.95%
$69.57 - $78.65 $148K - $167K
7.72K $583K
BOTZ
Global X Fds

ETFs
14.1K
+ 22.51%
$28.46 - $34.53 $402K - $488K
76.9K $2.19M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.05K
+ 30.3%
$69.82 - $78.67 $213K - $240K
13.1K $921K
NEAR
Blackrock Short Maturity Bond

ETFs
3.39K
+ 56.38%
$50.4 - $50.89 $171K - $172K
9.39K $477K
MCHP
Microchip Technology Inc

Technology
4.53K
+ 87.79%
$48.41 - $64.3 $219K - $291K
9.69K $468K
HYG
Ishares Tr

ETFs
2.1K
+ 38.41%
$78.51 - $80.11 $165K - $168K
7.57K $597K
VUG
Vanguard Growth ETF

ETFs
649
+ 33.32%
$369.1 - $427.61 $240K - $278K
2.6K $963K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.59K
+ 25.45%
$56.12 - $68.15 $89.4K - $109K
7.85K $532K
ABT
Abbott Laboratories

Healthcare
357
+ 6.37%
$111.1 - $140.22 $39.7K - $50.1K
5.97K $791K
WMB
Williams Companies, Inc.

Energy
1.98K
+ 31.97%
$54.02 - $61.09 $107K - $121K
8.17K $488K
QCOM
Qualcomm Inc

Technology
944
+ 7.7%
$151.94 - $175.86 $143K - $166K
13.2K $2.03M
DFAE
Dimensional ETF Tr

ETFs
1.29K
+ 0.62%
$24.64 - $26.86 $31.7K - $34.5K
209K $5.42M
WM
Waste Management Inc

Industrials
40
+ 0.92%
$200.54 - $233.78 $8.02K - $9.35K
4.37K $1.01M
DE
Deere & CO

Industrials
13
+ 0.52%
$408.57 - $509.27 $5.31K - $6.62K
2.51K $1.18M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 16.26%
$1187.71 - $1432.58 $47.5K - $57.3K
286 $409K
VGIT
Vanguard Intermediate Term Tre

ETFs
981
+ 2.32%
$57.44 - $59.4 $56.3K - $58.3K
43.3K $2.57M
MCK
Mckesson Corp

Healthcare
35
+ 4.22%
$566.21 - $672.99 $19.8K - $23.6K
865 $582K
VNQ
Vanguard Specialized Funds Van

ETFs
1.05K
+ 14.76%
$85.55 - $94.34 $89.6K - $98.8K
8.14K $737K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.56K
+ 30.83%
$55.47 - $61.45 $86.4K - $95.7K
6.61K $389K
PHM
Pultegroup Inc

Consumer Cyclical
1.53K
+ 16.7%
$101.09 - $118.51 $154K - $181K
10.7K $1.1M
XLI
Industrial Sector Spdr

ETFs
750
+ 20.44%
$128.78 - $141.67 $96.6K - $106K
4.42K $579K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
977
+ 33.12%
$113.22 - $126.36 $111K - $123K
3.93K $451K
PGR
Progressive Corp

Financial Services
39
+ 2.07%
$235.61 - $291.22 $9.19K - $11.4K
1.93K $545K
TRV
Travelers Companies, Inc.

Financial Services
37
+ 1.08%
$232.43 - $265.13 $8.6K - $9.81K
3.45K $912K
CB
Chubb LTD

Financial Services
143
+ 8.48%
$257.71 - $301.99 $36.9K - $43.2K
1.83K $552K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
722
+ 14.4%
$63.07 - $73.5 $45.5K - $53.1K
5.74K $402K
AIG
American International Group, Inc.

Financial Services
64
+ 1.14%
$70.5 - $86.94 $4.51K - $5.56K
5.67K $492K
OEF
Ishares S&P 100 ETF

ETFs
310
+ 7.94%
N/A
4.21K $1.12M
EXPE
Expedia Group, Inc.

Consumer Cyclical
844
+ 24.87%
$157.11 - $206.52 $133K - $174K
4.24K $712K
VCIT
Vanguard Intermediate Term Cor

ETFs
820
+ 9.56%
$79.17 - $82.04 $64.9K - $67.3K
9.4K $768K
MO
Altria Group, Inc.

Consumer Defensive
205
+ 2.38%
$50.81 - $60.02 $10.4K - $12.3K
8.83K $530K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
45
+ 6.56%
$402.49 - $513.76 $18.1K - $23.1K
731 $354K
ED
Consolidated Edison Inc

Utilities
121
+ 4.33%
$88.0 - $110.59 $10.6K - $13.4K
2.92K $322K
GWW
W.W. Grainger, Inc.

Industrials
142
+ 13.18%
$953.54 - $1132.42 $135K - $161K
1.22K $1.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 1.97%
$275.89 - $345.24 $5.24K - $6.56K
985 $340K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.07K
+ 2.79%
$49.25 - $50.66 $102K - $105K
76.1K $3.78M
NVS
Novartis Ag

Healthcare
49
+ 1.21%
$97.14 - $115.57 $4.76K - $5.66K
4.11K $458K
PPL
Ppl Corp

Utilities
322
+ 2.54%
$31.68 - $36.11 $10.2K - $11.6K
13K $469K
BSX
Boston Scientific Corp

Healthcare
10
+ 0.2%
$89.38 - $106.18 $894 - $1.06K
4.91K $495K
TTWO
Take Two Interactive Software Inc

Communication Services
24
+ 1.13%
$178.61 - $217.95 $4.29K - $5.23K
2.15K $444K
VOE
Vanguard Mid Cap Value Index F

ETFs
350
+ 22.71%
$156.61 - $168.02 $54.8K - $58.8K
1.89K $303K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.34K
+ 5.66%
$29.34 - $31.31 $97.8K - $104K
62.2K $1.85M
QRVO
Qorvo, Inc.

Technology
610
+ 17.47%
$69.12 - $90.57 $42.2K - $55.2K
4.1K $297K
ICE
Intercontinental Exchange, Inc.

Financial Services
6
+ 0.29%
$142.8 - $176.36 $857 - $1.06K
2.1K $361K
HCA
Hca Healthcare, Inc.

Healthcare
48
+ 6.66%
$296.7 - $345.55 $14.2K - $16.6K
769 $265K
UNP
Union Pacific Corp

Industrials
98
+ 3.41%
$225.21 - $254.42 $22.1K - $24.9K
2.97K $701K
SPG
Simon Property Group Inc

Real Estate
376
+ 14.36%
$159.48 - $187.78 $60K - $70.6K
3K $497K
NJR
New Jersey Resources Corp

Utilities
40
+ 0.23%
$45.25 - $49.37 $1.81K - $1.97K
17.7K $868K
XLE
Energy Sector Spdr

ETFs
203
+ 6.25%
$85.7 - $93.96 $17.4K - $19.1K
3.45K $322K
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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