Pinnacle Wealth Management Advisory Group, LLC Sells in Q3 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-42.8K
- 6.51%
$26.38 - $27.95 $1.13M - $1.2M
615K $16.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.3K
- 60.45%
$192.76 - $203.86 $443K - $469K
1.51K $306K
ACN
Accenture PLC

Technology
-645
- 13.36%
$232.56 - $304.78 $150K - $197K
4.18K $1.03M
MCHP
Microchip Technology Inc

Technology
-4.5K
- 34.33%
$60.95 - $75.26 $274K - $339K
8.61K $552K
SBUX
Starbucks Corp

Consumer Cyclical
-1.95K
- 8.27%
$81.9 - $96.86 $159K - $188K
21.6K $1.83M
ADBE
Adobe Inc.

Technology
-282
- 4.25%
$333.65 - $392.1 $94.1K - $111K
6.36K $2.24M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-730
- 2.58%
$86.98 - $100.09 $63.5K - $73.1K
27.5K $2.53M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.23K
- 8.6%
$435.72 - $463.74 $536K - $570K
13.1K $6.06M
PAYX
Paychex Inc

Industrials
-169
- 1.48%
$126.69 - $147.99 $21.4K - $25K
11.3K $1.43M
VIG
Vanguard Dividend Appreciation

ETFs
-1.22K
- 7.46%
N/A
15.1K $2.76M
CL
Colgate Palmolive CO

Consumer Defensive
-607
- 5.16%
$79.36 - $93.33 $48.2K - $56.7K
11.1K $891K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.54K
- 39.14%
$126.64 - $135.65 $195K - $209K
2.4K $325K
ADP
Automatic Data Processing Inc

Industrials
-27
- 0.24%
$288.69 - $310.94 $7.79K - $8.4K
11K $3.24M
ELV
Elevance Health, Inc.

Healthcare
-120
- 6.41%
$274.66 - $395.76 $33K - $47.5K
1.75K $566K
ISRG
Intuitive Surgical Inc

Healthcare
-12
- 0.76%
$433.66 - $544.47 $5.2K - $6.53K
1.56K $696K
CRM
Salesforce, Inc.

Technology
-284
- 11.62%
$231.66 - $273.65 $65.8K - $77.7K
2.16K $511K
GIS
General Mills Inc

Consumer Defensive
-2.03K
- 6.53%
$48.44 - $53.83 $98.5K - $109K
29.1K $1.47M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.45K
- 32.68%
$109.47 - $119.06 $159K - $173K
2.99K $354K
HON
Honeywell International Inc

Industrials
-57
- 1.15%
$207.7 - $240.4 $11.8K - $13.7K
4.9K $1.03M
CI
Cigna Corp

Healthcare
-231
- 18.17%
$262.23 - $334.39 $60.6K - $77.2K
1.04K $299K
BMY
Bristol Myers Squibb CO

Healthcare
-2.13K
- 11.96%
$43.31 - $48.98 $92.3K - $104K
15.7K $707K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-2K
- 30.86%
$64.58 - $69.94 $129K - $140K
4.48K $310K
WAT
Waters Corp

Healthcare
-80
- 4.44%
$277.72 - $357.04 $22.2K - $28.6K
1.72K $515K
LLY
Eli Lilly & CO

Healthcare
-49
- 1.3%
$625.65 - $812.69 $30.7K - $39.8K
3.73K $2.84M
XLV
Select Sector Spdr Fund Health

ETFs
-800
- 25.66%
$129.01 - $139.72 $103K - $112K
2.32K $322K
ZTS
Zoetis Inc.

Healthcare
-467
- 18.09%
$141.13 - $159.19 $65.9K - $74.3K
2.11K $309K
WM
Waste Management Inc

Industrials
-218
- 4.93%
$213.88 - $237.1 $46.6K - $51.7K
4.2K $927K
CARR
Carrier Global Corp

Industrials
-65
- 1.17%
$58.75 - $80.73 $3.82K - $5.25K
5.47K $326K
TXN
Texas Instruments Inc

Technology
-401
- 6.47%
N/A
5.8K $1.13M
FICO
Fair Isaac Corp

Technology
-13
- 7.34%
$1311.26 - $1869.83 $17K - $24.3K
164 $245K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.01K
- 12.71%
$88.47 - $93.24 $88.9K - $93.7K
6.9K $630K
SPGI
S&P Global Inc.

Financial Services
-58
- 5.26%
$484.94 - $564.15 $28.1K - $32.7K
1.04K $508K
DEO
Diageo PLC

Consumer Defensive
-267
- 3.49%
$93.64 - $115.33 $25K - $30.8K
7.38K $704K
OEF
Ishares S&P 100 ETF

ETFs
-249
- 5.98%
N/A
3.92K $1.04M
MCO
Moodys Corp

Financial Services
-96
- 11.0%
$472.69 - $521.32 $45.4K - $50K
777 $370K
PGR
Progressive Corp

Financial Services
-63
- 3.12%
$238.61 - $264.3 $15K - $16.7K
1.96K $483K
T
At&T Inc.

Communication Services
-539
- 1.06%
$26.94 - $29.62 $14.5K - $16K
50.2K $1.42M
TDG
Trans Digm Group Inc

Industrials
-2
- 0.87%
$1271.04 - $1620.83 $2.54K - $3.24K
228 $300K
AMT
American Tower Corp

Real Estate
-48
- 3.68%
$192.32 - $232.35 $9.23K - $11.2K
1.26K $241K
AIG
American International Group, Inc.

Financial Services
-73
- 1.28%
$76.34 - $85.87 $5.57K - $6.27K
5.63K $442K
BA
Boeing CO

Industrials
-387
- 6.17%
$209.79 - $237.38 $81.2K - $91.9K
5.88K $1.27M
CLX
Clorox CO

Consumer Defensive
-410
- 14.6%
$117.67 - $131.43 $48.2K - $53.9K
2.4K $295K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.06K
- 17.91%
$41.43 - $44.2 $43.7K - $46.6K
4.84K $213K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-2.36K
- 18.23%
$20.74 - $22.97 $49K - $54.3K
10.6K $223K
OKE
Oneok Inc

Energy
-65
- 1.85%
$71.36 - $83.47 $4.64K - $5.43K
3.45K $251K
VZ
Verizon Communications Inc

Communication Services
-1.65K
- 3.07%
$40.84 - $45.06 $67.3K - $74.3K
51.9K $2.28M
KMI
Kinder Morgan, Inc.

Energy
-877
- 10.91%
$26.23 - $28.5 $23K - $25K
7.17K $202K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.41%
$486.13 - $544.55 $1.46K - $1.63K
730 $358K
ABT
Abbott Laboratories

Healthcare
-93
- 1.28%
$120.51 - $136.62 $11.2K - $12.7K
7.15K $957K
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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