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
AFL
Aflac Inc

Financial Services
71
+ 1.58%
$100.99 - $111.19 $7.17K - $7.89K
4.57K $508K
HUM
Humana Inc

Healthcare
112
+ 10.47%
$249.11 - $303.11 $27.9K - $33.9K
1.18K $312K
OTIS
Otis Worldwide Corp

Industrials
36
+ 1.04%
$90.77 - $104.01 $3.27K - $3.74K
3.5K $361K
XYL
Xylem Inc.

Industrials
218
+ 6.47%
$114.02 - $132.04 $24.9K - $28.8K
3.59K $428K
CTAS
Cintas Corp

Industrials
47
+ 3.89%
$182.09 - $208.14 $8.56K - $9.78K
1.26K $258K
ECL
Ecolab Inc.

Basic Materials
35
+ 2.33%
$229.72 - $269.82 $8.04K - $9.44K
1.53K $388K
TDG
Trans Digm Group Inc

Industrials
8
+ 3.69%
$1251.32 - $1394.11 $10K - $11.2K
225 $311K
VGT
Vanguard Information Technolog

ETFs
200
+ 21.88%
$542.38 - $646.34 $108K - $129K
1.11K $604K
BK
Bank Of New York Mellon Corp

Financial Services
95
+ 2.32%
$75.42 - $88.95 $7.16K - $8.45K
4.18K $350K
BR
Broadridge Financial Solutions, Inc.

Technology
15
+ 0.96%
$221.46 - $244.83 $3.32K - $3.67K
1.58K $382K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
548
+ 13.74%
$96.93 - $109.51 $53.1K - $60K
4.54K $444K
SYK
Stryker Corp

Healthcare
24
+ 1.69%
$355.18 - $399.9 $8.52K - $9.6K
1.45K $537K
SPGI
S&P Global Inc.

Financial Services
26
+ 2.53%
$478.26 - $543.77 $12.4K - $14.1K
1.05K $535K
MAA
Mid America Apartment Communities Inc.

Real Estate
6
+ 0.39%
$146.9 - $170.92 $881 - $1.03K
1.55K $259K
PEG
Public Service Enterprise Group Inc

Utilities
374
+ 6.91%
$78.2 - $90.39 $29.2K - $33.8K
5.79K $476K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
310
+ 7.4%
N/A
4.5K $236K
SHW
Sherwin Williams CO

Basic Materials
11
+ 1.02%
$330.16 - $365.55 $3.63K - $4.02K
1.09K $380K
PRU
Prudential Financial Inc

Financial Services
241
+ 12.91%
$105.04 - $122.33 $25.3K - $29.5K
2.11K $235K
NSC
Norfolk Southern Corp

Industrials
42
+ 2.97%
$227.69 - $259.76 $9.56K - $10.9K
1.46K $345K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.03%
$182.82 - $196.21 $183 - $196
3.98K $748K
IYH
Ishares Tr

ETFs
42
+ 1.21%
$58.32 - $62.76 $2.45K - $2.64K
3.51K $213K
ZTS
Zoetis Inc.

Healthcare
33
+ 1.25%
$156.48 - $175.67 $5.16K - $5.8K
2.67K $440K
ITRI
Itron, Inc.

Technology
160
+ 7.32%
$92.6 - $110.29 $14.8K - $17.6K
2.35K $245K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
42
+ 0.98%
$77.7 - $78.94 $3.26K - $3.32K
4.32K $340K
ABC
Amerisourcebergen Corp

Healthcare
41
+ 2.69%
N/A
1.57K $289K
IWP
Ishares Russell Mid Cap Growth

ETFs
195
+ 10.11%
$114.9 - $139.6 $22.4K - $27.2K
2.12K $249K
TRMB
Trimble Inc.

Technology
309
+ 9.34%
$65.52 - $77.49 $20.2K - $23.9K
3.62K $237K
FISV
Fiserv Inc

Technology
8
+ 0.29%
N/A
2.73K $342K
INTU
Intuit Inc

Technology
20
+ 2.59%
$555.63 - $630.23 $11.1K - $12.6K
791 $485K
Linde PLC
45
+ 1.81%
N/A
2.53K $0
Coherent Corp
215
+ 7.19%
N/A
3.21K $0
Blackrock Inc
277
+ 4.39%
N/A
6.59K $0
Lam Research
5.84K
+ 28.73%
N/A
26.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
54.1K
+ 22.54%
N/A
294K $0
MCO
Moodys Corp

Financial Services
12
+ 1.51%
$437.8 - $527.48 $5.25K - $6.33K
807 $375K
IWS
Ishares Russell Midcap Value E

ETFs
35
+ 2.06%
$122.59 - $135.24 $4.29K - $4.73K
1.73K $217K
PCAR
Paccar Inc

Industrials
130
+ 5.88%
$96.91 - $112.51 $12.6K - $14.6K
2.34K $227K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
529
+ 8.21%
$37.84 - $44.02 $20K - $23.3K
6.97K $267K
MET
Metlife Inc

Financial Services
19
+ 0.64%
$77.7 - $87.0 $1.48K - $1.65K
2.99K $239K
BAC
Bank Of America Corp

Financial Services
3.46K
+ 5.11%
$39.61 - $47.74 $137K - $165K
71.2K $2.97M
FICO
Fair Isaac Corp

Technology
9
+ 5.56%
$1695.35 - $2030.47 $15.3K - $18.3K
171 $315K
BYD
Boyd Gaming Corp

Consumer Cyclical
265
+ 7.1%
$65.83 - $79.52 $17.4K - $21.1K
4K $263K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
32
+ 1.83%
$123.87 - $158.75 $3.96K - $5.08K
1.78K $220K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
36
+ 4.14%
$221.78 - $273.45 $7.98K - $9.84K
906 $206K
VBR
Vanguard Small Cap Value ETF

ETFs
37
+ 2.05%
$183.02 - $207.75 $6.77K - $7.69K
1.84K $343K
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.6%
$411.73 - $482.1 $1.65K - $1.93K
676 $295K
TLS
Telos Corp

Technology
1.27K
+ 7.32%
$2.38 - $3.66 $3.02K - $4.65K
18.6K $44K
PLUG
Plug Power Inc

Industrials
1.19K
+ 4.86%
$1.34 - $3.15 $1.59K - $3.73K
25.6K $34K
CARR
Carrier Global Corp

Industrials
123
+ 2.32%
$62.07 - $70.55 $7.63K - $8.68K
5.43K $344K
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
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email