Pinnacle Wealth Management Advisory Group, LLC Reduced Holdings in Q1 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-374K
- 35.84%
$27.01 - $28.54 $10.1M - $10.7M
669K $18.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.13K
- 2.33%
$102.49 - $119.96 $423K - $496K
173K $18.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-39.6K
- 46.27%
$59.28 - $66.1 $2.34M - $2.61M
45.9K $2.92M
VT
Vanguard Total World Stk Index

ETFs
-6.48K
- 77.01%
$115.08 - $123.97 $746K - $804K
1.94K $224K
MRK
Merck & Co., Inc.

Healthcare
-1.86K
- 3.39%
$83.01 - $101.02 $154K - $188K
53K $4.75M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.38K
- 40.23%
$211.47 - $267.17 $503K - $635K
3.53K $746K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-236
- 2.03%
$522.96 - $601.18 $123K - $142K
11.4K $6.07M
WMT
Walmart Inc.

Consumer Defensive
-2.16K
- 1.68%
$84.5 - $105.05 $183K - $227K
127K $11.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-8.19K
- 2.2%
$32.57 - $35.82 $267K - $293K
365K $12.1M
DIS
Walt Disney CO

Communication Services
-406
- 1.38%
$96.87 - $114.0 $39.3K - $46.3K
29K $2.86M
LMT
Lockheed Martin Corp

Industrials
-88
- 1.0%
$423.19 - $506.29 $37.2K - $44.6K
8.7K $3.88M
UPS
United Parcel Service Inc

Industrials
-1.59K
- 19.9%
$109.66 - $136.26 $175K - $217K
6.41K $705K
VV
Vanguard Large Cap ETF

ETFs
-20
- 0.09%
$253.32 - $282.66 $5.07K - $5.65K
23.1K $5.94M
ORCL
Oracle Corp

Technology
-6
- 0.05%
$139.81 - $186.47 $839 - $1.12K
10.9K $1.52M
TXN
Texas Instruments Inc

Technology
-1.43K
- 20.27%
N/A
5.62K $1.09M
ETN
Eaton Corp PLC

Industrials
-18
- 0.43%
$271.83 - $371.23 $4.89K - $6.68K
4.17K $1.13M
DEO
Diageo PLC

Consumer Defensive
-566
- 6.66%
$104.79 - $126.12 $59.3K - $71.4K
7.94K $831K
XLK
Technology Sector Spdr

ETFs
-153
- 2.02%
$206.38 - $242.18 $31.6K - $37.1K
7.44K $1.54M
AMD
Advanced Micro Devices Inc

Technology
-784
- 9.72%
$96.63 - $129.55 $75.8K - $102K
7.28K $748K
PH
Parker Hannifin Corp

Industrials
-297
- 19.14%
$591.65 - $707.05 $176K - $210K
1.26K $762K
TGT
Target Corp

Consumer Defensive
-875
- 20.41%
$103.65 - $142.5 $90.7K - $125K
3.41K $356K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.78K
- 27.46%
$92.45 - $106.69 $164K - $189K
4.69K $435K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-218
- 2.11%
$168.84 - $202.89 $36.8K - $44.2K
10.1K $1.77M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.1K
- 29.02%
$185.78 - $198.58 $204K - $218K
2.69K $512K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.41K
- 16.68%
$48.02 - $53.02 $164K - $181K
17K $843K
GIS
General Mills Inc

Consumer Defensive
-1.19K
- 3.78%
$57.56 - $65.3 $68.3K - $77.5K
30.2K $1.81M
HON
Honeywell International Inc

Industrials
-559
- 10.27%
$202.75 - $226.52 $113K - $127K
4.88K $1.03M
HDV
Ishares Core High Dividend ETF

ETFs
-1.88K
- 42.42%
$110.86 - $121.12 $208K - $227K
2.55K $308K
ADP
Automatic Data Processing Inc

Industrials
-1.09K
- 9.24%
$286.85 - $318.64 $312K - $346K
10.7K $3.26M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.37K
- 35.37%
$76.94 - $78.28 $182K - $185K
4.32K $338K
MUB
Ishares National Muni Bond ETF

ETFs
-1.6K
- 22.34%
$104.71 - $107.69 $167K - $172K
5.56K $585K
CSX
Csx Corp

Industrials
-1.38K
- 2.91%
$29.11 - $33.67 $40.3K - $46.6K
46.2K $1.36M
FDX
Fedex Corp

Industrials
-172
- 4.94%
$230.33 - $281.53 $39.6K - $48.4K
3.31K $807K
CMI
Cummins Inc

Industrials
-18
- 0.39%
$312.92 - $386.07 $5.63K - $6.95K
4.66K $1.46M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-76
- 0.54%
$96.3 - $112.23 $7.32K - $8.53K
14K $1.37M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.2K
- 9.8%
$50.29 - $50.5 $161K - $162K
29.5K $1.48M
PEP
Pepsico Inc

Consumer Defensive
-700
- 2.79%
$142.64 - $156.42 $99.8K - $109K
24.4K $3.65M
LOW
Lowes Companies Inc

Consumer Cyclical
-240
- 3.48%
$222.66 - $268.42 $53.4K - $64.4K
6.67K $1.55M
DHR
Danaher Corp

Healthcare
-434
- 20.72%
$201.62 - $250.59 $87.5K - $109K
1.66K $340K
EMR
Emerson Electric CO

Industrials
-3
- 0.03%
$108.64 - $131.17 $326 - $394
9.21K $1.01M
ITW
Illinois Tool Works Inc

Industrials
-34
- 0.17%
$244.9 - $274.48 $8.33K - $9.33K
20K $4.97M
IEMG
Ishares Inc

ETFs
-2.11K
- 8.94%
N/A
21.5K $1.15M
TROW
Price T Rowe Group Inc

Financial Services
-143
- 3.15%
$91.57 - $116.93 $13.1K - $16.7K
4.39K $403K
NEE
Nextera Energy Inc

Utilities
-1.11K
- 3.9%
$66.96 - $76.16 $74.5K - $84.7K
27.4K $1.94M
TT
Trane Technologies PLC

Industrials
-176
- 14.01%
$332.0 - $400.86 $58.4K - $70.6K
1.08K $363K
BA
Boeing CO

Industrials
-272
- 4.55%
$148.15 - $186.25 $40.3K - $50.7K
5.71K $972K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-133
- 16.06%
$497.6 - $606.74 $66.2K - $80.7K
695 $345K
COP
Conocophillips

Energy
-1.03K
- 22.17%
$88.6 - $105.85 $91.2K - $109K
3.61K $379K
GS
Goldman Sachs Group Inc

Financial Services
-4
- 0.14%
$524.81 - $672.19 $2.1K - $2.69K
2.93K $1.6M
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