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
ASML
Asml Holding Nv

Technology
3
+ 0.47%
$662.63 - $776.99 $1.99K - $2.33K
641 $424K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 4.9%
$4295.4 - $5141.88 $30.1K - $36K
150 $691K
PANW
Palo Alto Networks Inc

Technology
41
+ 1.73%
$167.82 - $208.28 $6.88K - $8.54K
2.41K $411K
UEC
Uranium Energy Corp

Energy
1.03K
+ 7.51%
$4.77 - $8.2 $4.89K - $8.41K
14.7K $70K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
815
+ 7.32%
$16.4 - $22.98 $13.4K - $18.7K
11.9K $200K
AMP
Ameriprise Financial Inc

Financial Services
21
+ 3.04%
$472.29 - $575.13 $9.92K - $12.1K
712 $344K
FDN
First Tr Fd Dow Jones

ETFs
2.45K
+ 9.04%
$221.38 - $266.86 $542K - $654K
29.5K $6.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
88
+ 0.35%
$21.23 - $23.75 $1.87K - $2.09K
25.2K $543K
LASR
Nlight, Inc.

Technology
955
+ 7.22%
$7.77 - $12.05 $7.42K - $11.5K
14.2K $110K
CAT
Caterpillar Inc

Industrials
480
+ 8.5%
$326.75 - $407.63 $157K - $196K
6.13K $2.02M
TDIV
First Trust Nasdaq Technology

ETFs
31
+ 0.44%
$73.39 - $83.95 $2.28K - $2.6K
7.03K $517K
RJF
Raymond James Financial Inc

Financial Services
121
+ 4.01%
$137.62 - $172.64 $16.7K - $20.9K
3.14K $436K
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.47%
$476.63 - $610.45 $3.34K - $4.27K
1.49K $736K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
89
+ 3.74%
$203.38 - $274.79 $18.1K - $24.5K
2.47K $507K
ROBO
Robo Global Robotics And Autom

ETFs
416
+ 2.99%
$51.5 - $60.89 $21.4K - $25.3K
14.3K $737K
NVO
Novo Nordisk A S

Healthcare
44
+ 1.46%
$69.3 - $90.95 $3.05K - $4K
3.06K $212K
LITE
Lumentum Holdings Inc.

Technology
220
+ 6.78%
$57.41 - $100.38 $12.6K - $22.1K
3.47K $216K
PFE
Pfizer Inc

Healthcare
610
+ 0.94%
$25.01 - $27.13 $15.3K - $16.5K
65.6K $1.66M
DLR
Digital Realty Trust, Inc.

Real Estate
82
+ 3.67%
$142.1 - $183.56 $11.7K - $15.1K
2.31K $331K
AMAT
Applied Materials Inc

Technology
452
+ 5.76%
$145.06 - $195.51 $65.6K - $88.4K
8.3K $1.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.37K
+ 3.06%
$23.16 - $27.04 $31.7K - $37K
46K $1.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
19
+ 0.12%
$408.78 - $448.82 $7.77K - $8.53K
15.3K $6.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.5K
+ 6.24%
$57.21 - $65.8 $999K - $1.15M
298K $17.4M
MSGS
Madison Square Garden Sports Corp.

Communication Services
45
+ 1.26%
$185.75 - $223.33 $8.36K - $10K
3.6K $701K
CRM
Salesforce, Inc.

Technology
117
+ 5.35%
$268.36 - $359.95 $31.4K - $42.1K
2.3K $617K
BX
Blackstone Inc.

Financial Services
97
+ 2.12%
$136.53 - $186.74 $13.2K - $18.1K
4.67K $653K
ADBE
Adobe Inc.

Technology
584
+ 9.4%
$377.84 - $464.11 $221K - $271K
6.79K $2.61M
MS
Morgan Stanley

Financial Services
1.88K
+ 4.16%
$111.68 - $141.08 $210K - $266K
47.1K $5.5M
HD
Home Depot, Inc.

Consumer Cyclical
374
+ 2.21%
$347.25 - $424.87 $130K - $159K
17.3K $6.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
30
+ 0.27%
$507.05 - $563.67 $15.2K - $16.9K
11.1K $5.73M
DFSV
Dimensional ETF Tr Dimensional

ETFs
15.1K
+ 4.93%
$27.56 - $32.1 $416K - $485K
321K $9.04M
AXP
American Express CO

Financial Services
867
+ 3.69%
$255.39 - $325.87 $221K - $283K
24.4K $6.56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.61K
+ 3.27%
$168.16 - $186.21 $1.45M - $1.6M
272K $46.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 2.83%
$554.06 - $615.85 $732K - $814K
48K $26.9M
VTI
Vanguard Total Stock Market Et

ETFs
4.08K
+ 3.62%
$271.18 - $303.12 $1.11M - $1.24M
117K $32.1M
GOOG
Alphabet Inc.

Communication Services
525
+ 2.39%
$156.06 - $207.71 $81.9K - $109K
22.5K $3.51M
IWM
Ishares Russell 2000 ETF

ETFs
1.4K
+ 2.49%
$198.1 - $229.79 $278K - $322K
57.7K $11.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
731
+ 1.4%
$551.42 - $612.93 $403K - $448K
52.9K $29.6M
VB
Vanguard Small Cap ETF

ETFs
6.7K
+ 4.88%
$217.89 - $252.64 $1.46M - $1.69M
144K $32M
AMZN
Amazon Com Inc

Consumer Cyclical
4.18K
+ 5.93%
$190.26 - $242.06 $794K - $1.01M
74.5K $14.2M
TSLA
Tesla, Inc.

Consumer Cyclical
276
+ 2.1%
$222.15 - $428.22 $61.3K - $118K
13.4K $3.48M
GOOGL
Alphabet Inc.

Communication Services
3.1K
+ 4.11%
$154.33 - $206.19 $479K - $639K
78.5K $12.1M
NVDA
Nvidia Corp

Technology
5.83K
+ 3.98%
$106.98 - $149.43 $623K - $871K
152K $16.5M
MSFT
Microsoft Corp

Technology
12
+ 0.01%
$375.39 - $447.2 $4.5K - $5.37K
82.4K $30.9M
AVGO
Broadcom Inc.

Technology
36
+ 0.06%
$167.43 - $244.7 $6.03K - $8.81K
61.7K $10.3M
AAPL
Apple Inc.

Technology
502
+ 0.22%
$209.68 - $247.1 $105K - $124K
227K $50.3M
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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