Pinnacle Wealth Management Advisory Group, LLC New Holdings in Q3 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BE
Bloom Energy Corp

Industrials
6.81K
New
$22.13 - $86.27 $151K - $587K
6.81K $575K
XLF
Financial Sector Spdr

ETFs
9.85K
New
$51.37 - $54.25 $506K - $535K
9.85K $530K
SOXX
Ishares Semiconductor ETF

ETFs
1.64K
New
$236.93 - $271.12 $388K - $444K
1.64K $443K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.37K
New
$127.59 - $152.81 $302K - $362K
2.37K $361K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.44K
New
$98.52 - $103.93 $339K - $357K
3.44K $353K
USB
Us Bancorp \De\

Financial Services
6.62K
New
$43.94 - $50.41 $291K - $334K
6.62K $319K
DFAT
Dimensional ETF Tr U S Target

ETFs
5.45K
New
$53.36 - $59.69 $291K - $326K
5.45K $317K
EPD
Enterprise Products Partners L.P.

Energy
9.96K
New
$30.74 - $32.14 $306K - $320K
9.96K $311K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.03K
New
$36.04 - $38.78 $289K - $311K
8.03K $309K
NEAR
Blackrock Short Maturity Bond

ETFs
5.56K
New
$50.8 - $51.32 $282K - $285K
5.56K $284K
TPC
Tutor Perini Corp

Industrials
3.87K
New
$45.65 - $66.81 $177K - $259K
3.87K $253K
STT
State Street Corp

Financial Services
2.14K
New
$102.01 - $117.25 $219K - $251K
2.14K $248K
AEIS
Advanced Energy Industries Inc

Industrials
1.46K
New
$133.59 - $176.59 $194K - $257K
1.46K $247K
GLW
Corning Inc

Technology
3.01K
New
$51.6 - $82.03 $155K - $247K
3.01K $246K
IXN
Ishares Global Information Tec

ETFs
2.21K
New
$91.28 - $103.32 $201K - $228K
2.21K $227K
HLIO
Helios Technologies, Inc.

Industrials
4.33K
New
$34.16 - $55.89 $148K - $242K
4.33K $225K
NEM
Newmont Corp

Basic Materials
2.6K
New
$57.35 - $85.25 $149K - $221K
2.6K $218K
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
1.75K
New
$105.8 - $123.14 $185K - $215K
1.75K $214K
AUB
Atlantic Union Bankshares Corp

Financial Services
6.05K
New
$31.23 - $36.56 $189K - $221K
6.05K $213K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12K
New
$17.45 - $22.74 $209K - $273K
12K $210K
DHI
Horton D R Inc

Consumer Cyclical
1.24K
New
$129.82 - $184.04 $161K - $228K
1.24K $209K
PCAR
Paccar Inc

Industrials
2.1K
New
$92.91 - $102.86 $195K - $216K
2.1K $206K
IYH
Ishares Tr

ETFs
3.51K
New
$54.36 - $58.96 $191K - $207K
3.51K $205K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
10.8K
New
$9.83 - $19.88 $106K - $214K
10.8K $183K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
3.54K
New
$36.33 - $46.04 $128K - $163K
3.54K $159K
UFI
Unifi Inc

Consumer Cyclical
23.1K
New
$4.34 - $5.1 $100K - $118K
23.1K $109K
Brookfield Renewable Corporati
8K
New
N/A
8K $0
Vanguard Ca Tax Exempt Bond Et
2.8K
New
N/A
2.8K $0
Cliffwater Enhanced Lending Fu
122K
New
N/A
122K $0
Jp Morgan Active Bond ETF
5.35K
New
N/A
5.35K $0
Toronto Dominion Bank 0.00000pcnt
20.9K
New
N/A
20.9K $0
Cliffwater Corporate Lending F
288K
New
N/A
288K $0
Lord Abbett Flexible Inc Fund
59.6K
New
N/A
59.6K $0
BACPRB
Bank Amer Corp Dep Shs Rpstg 1
8K
New
N/A
8K $0
Bank Of Nova Scotia 0.00000pcnt 1
10.5K
New
N/A
10.5K $0
Npk International Inc
12.7K
New
N/A
12.7K $0
X Tracker Ai & Bigdata ETF
20.6K
New
N/A
20.6K $0
Activity Summary
Buys All Purchases 203 New Holdings 38 Increased Positions 165 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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