Pinnacle Wealth Management Advisory Group, LLC Incresed Positions in Q2 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
437
+ 9.95%
$279.23 - $323.21 $122K - $141K
4.83K $1.44M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.03K
+ 13.1%
$63.54 - $68.5 $65.4K - $70.5K
8.88K $599K
SNPS
Synopsys Inc

Technology
54
+ 11.54%
$380.9 - $517.66 $20.6K - $28K
522 $267K
MSGS
Madison Square Garden Sports Corp.

Communication Services
60
+ 1.67%
$175.61 - $208.95 $10.5K - $12.5K
3.66K $765K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
1.01K
+ 8.46%
$15.0 - $20.49 $15.2K - $20.7K
13K $264K
TRMB
Trimble Inc.

Technology
347
+ 9.59%
$55.12 - $75.98 $19.1K - $26.4K
3.96K $301K
HYG
Ishares Tr

ETFs
625
+ 8.26%
$75.75 - $80.65 $47.3K - $50.4K
8.19K $660K
MCO
Moodys Corp

Financial Services
66
+ 8.18%
$396.7 - $501.59 $26.2K - $33.1K
873 $437K
CARR
Carrier Global Corp

Industrials
108
+ 1.99%
$55.55 - $75.83 $6K - $8.19K
5.53K $405K
NKE
Nike, Inc.

Consumer Cyclical
494
+ 14.33%
$53.27 - $72.04 $26.3K - $35.6K
3.94K $279K
DGRO
Ishares Core Dividend Growth E

ETFs
340
+ 1.97%
$55.22 - $63.94 $18.8K - $21.7K
17.6K $1.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
250
+ 5.37%
$72.96 - $90.39 $18.2K - $22.6K
4.91K $438K
BSX
Boston Scientific Corp

Healthcare
243
+ 4.95%
$89.7 - $107.41 $21.8K - $26.1K
5.16K $553K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.01%
$19.1 - $23.83 $38.2 - $47.7
25.2K $601K
SYK
Stryker Corp

Healthcare
61
+ 4.22%
$337.37 - $395.63 $20.6K - $24.1K
1.51K $595K
VLO
Valero Energy Corp

Energy
144
+ 0.9%
$104.69 - $141.77 $15.1K - $20.4K
16.2K $2.17M
GD
General Dynamics Corp

Industrials
48
+ 2.1%
$247.68 - $291.66 $11.9K - $14K
2.34K $681K
INTC
Intel Corp

Technology
2.48K
+ 24.96%
$18.13 - $22.69 $45K - $56.3K
12.4K $278K
MCK
Mckesson Corp

Healthcare
1
+ 0.12%
$652.83 - $732.78 $653 - $733
866 $634K
GLNG
Golar Lng LTD

Energy
650
+ 8.64%
$30.7 - $42.63 $20K - $27.7K
8.17K $336K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6
+ 0.08%
$65.84 - $80.81 $395 - $485
7.83K $627K
WMB
Williams Companies, Inc.

Energy
381
+ 4.66%
$54.33 - $62.87 $20.7K - $24K
8.55K $537K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
187
+ 2.88%
$45.98 - $56.15 $8.6K - $10.5K
6.69K $375K
CRM
Salesforce, Inc.

Technology
142
+ 6.17%
$236.26 - $291.15 $33.5K - $41.3K
2.44K $666K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
10
+ 0.25%
$101.97 - $126.75 $1.02K - $1.27K
3.94K $499K
AMP
Ameriprise Financial Inc

Financial Services
21
+ 2.95%
$422.19 - $533.73 $8.87K - $11.2K
733 $391K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
555
+ 12.85%
$77.94 - $79.5 $43.3K - $44.1K
4.87K $387K
SPGI
S&P Global Inc.

Financial Services
48
+ 4.55%
$438.31 - $527.29 $21K - $25.3K
1.1K $581K
LHX
L3 Harris Technologies, Inc.

Industrials
14
+ 1.37%
$200.21 - $256.99 $2.8K - $3.6K
1.04K $260K
PLUG
Plug Power Inc

Industrials
27.3K
+ 106.68%
$0.7 - $1.49 $19.1K - $40.6K
52.9K $78K
CVLT
Commvault Systems Inc

Technology
115
+ 8.22%
$139.35 - $190.99 $16K - $22K
1.51K $263K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
29
+ 3.2%
$201.28 - $266.34 $5.84K - $7.72K
935 $249K
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 0.64%
$335.24 - $380.78 $37.2K - $42.3K
17.4K $6.37M
CVS
Cvs Health Corp

Healthcare
552
+ 16.22%
$60.04 - $70.18 $33.1K - $38.7K
3.96K $272K
TJX
Tjx Companies Inc

Consumer Cyclical
245
+ 3.94%
$119.13 - $135.03 $29.2K - $33.1K
6.47K $798K
ELV
Elevance Health, Inc.

Healthcare
286
+ 18.02%
$372.27 - $452.69 $106K - $129K
1.87K $728K
HCA
Hca Healthcare, Inc.

Healthcare
24
+ 3.12%
$317.61 - $387.52 $7.62K - $9.3K
793 $303K
AMT
American Tower Corp

Real Estate
152
+ 13.18%
$203.96 - $228.19 $31K - $34.7K
1.31K $288K
TDG
Trans Digm Group Inc

Industrials
5
+ 2.22%
$1231.75 - $1520.64 $6.16K - $7.6K
230 $349K
MDT
Medtronic PLC

Healthcare
495
+ 17.92%
$80.68 - $88.86 $39.9K - $44K
3.26K $283K
MNST
Monster Beverage Corp

Consumer Defensive
270
+ 6.1%
$55.01 - $64.24 $14.9K - $17.3K
4.7K $294K
TROW
Price T Rowe Group Inc

Financial Services
142
+ 3.23%
$80.27 - $98.06 $11.4K - $13.9K
4.54K $437K
NOC
Northrop Grumman Corp

Industrials
69
+ 17.25%
$456.3 - $540.39 $31.5K - $37.3K
469 $234K
MET
Metlife Inc

Financial Services
367
+ 12.28%
$68.42 - $82.49 $25.1K - $30.3K
3.36K $269K
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 1.43%
$151.62 - $183.47 $4.55K - $5.5K
2.13K $390K
ECL
Ecolab Inc.

Basic Materials
8
+ 0.52%
$225.65 - $270.95 $1.81K - $2.17K
1.54K $415K
VHT
Vanguard Health Care ETF

ETFs
160
+ 19.39%
$236.71 - $261.92 $37.9K - $41.9K
985 $244K
GM
General Motors CO

Consumer Cyclical
162
+ 2.01%
$42.48 - $50.46 $6.88K - $8.17K
8.23K $405K
IVE
Ishares S&P 500 Value ETF

ETFs
59
+ 2.19%
$168.34 - $195.42 $9.93K - $11.5K
2.75K $537K
Activity Summary
Buys All Purchases 234 New Holdings 29 Increased Positions 205 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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