Pinnacle Wealth Management Advisory Group, LLC Sells in Q2 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-716
- 8.18%
$274.35 - $599.47 $196K - $429K
8.03K $2.51M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.1K
- 1.66%
$24.32 - $27.87 $270K - $310K
658K $17.4M
MRK
Merck & Co., Inc.

Healthcare
-4.03K
- 7.61%
$73.47 - $87.12 $296K - $351K
48.9K $3.87M
PG
Procter & Gamble CO

Consumer Defensive
-503
- 0.89%
$157.66 - $172.39 $79.3K - $86.7K
55.9K $8.9M
PEP
Pepsico Inc

Consumer Defensive
-129
- 0.53%
$128.02 - $151.37 $16.5K - $19.5K
24.2K $3.2M
CVX
Chevron Corp

Energy
-84
- 0.46%
$133.73 - $168.51 $11.2K - $14.2K
18.1K $2.59M
BMY
Bristol Myers Squibb CO

Healthcare
-3.1K
- 14.8%
$44.12 - $59.6 $137K - $184K
17.8K $825K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.01%
$285.55 - $321.23 $286 - $321
16.9K $4.93M
XOM
Exxon Mobil Corp

Energy
-596
- 2.44%
$99.93 - $119.04 $59.6K - $70.9K
23.8K $2.57M
SBUX
Starbucks Corp

Consumer Cyclical
-1.66K
- 6.61%
$79.69 - $99.41 $133K - $165K
23.5K $2.16M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-234
- 15.31%
$483.07 - $625.6 $113K - $146K
1.29K $679K
DH
Definitive Healthcare Corp.

Healthcare
-130K
- 50.0%
$2.45 - $4.0 $319K - $520K
130K $507K
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.82K
- 16.37%
$50.28 - $50.47 $242K - $243K
24.6K $1.24M
FDX
Fedex Corp

Industrials
-577
- 17.43%
$198.07 - $245.17 $114K - $141K
2.73K $621K
WELL
Welltower Inc.

Real Estate
-1.22K
- 4.32%
$136.49 - $155.22 $167K - $190K
27.1K $4.16M
ACWI
Ishares Msci Acwi ETF

ETFs
-4.2K
- 13.73%
$103.59 - $128.6 $435K - $540K
26.4K $3.39M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-14K
- 11.39%
$22.92 - $28.05 $320K - $392K
109K $3.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.05K
- 29.37%
$50.36 - $50.68 $153K - $154K
7.33K $371K
NEE
Nextera Energy Inc

Utilities
-1.54K
- 5.61%
$64.11 - $75.0 $98.5K - $115K
25.8K $1.79M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1K
- 6.54%
$376.48 - $440.65 $377K - $441K
14.3K $6.3M
ROBO
Robo Global Robotics And Autom

ETFs
-3.84K
- 26.85%
$43.89 - $59.78 $169K - $230K
10.5K $625K
ITW
Illinois Tool Works Inc

Industrials
-357
- 1.78%
$218.41 - $252.43 $78K - $90.1K
19.7K $4.87M
TGT
Target Corp

Consumer Defensive
-804
- 23.56%
$88.76 - $105.77 $71.4K - $85K
2.61K $257K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-87
- 12.52%
$390.26 - $489.06 $34K - $42.5K
608 $246K
HUM
Humana Inc

Healthcare
-299
- 25.3%
$224.93 - $295.04 $67.3K - $88.2K
883 $215K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.08K
- 12.19%
$43.28 - $50.37 $89.8K - $105K
15K $749K
CLX
Clorox CO

Consumer Defensive
-36
- 1.27%
$118.01 - $148.69 $4.25K - $5.35K
2.81K $337K
NJR
New Jersey Resources Corp

Utilities
-40
- 0.23%
$44.23 - $49.97 $1.77K - $2K
17.7K $791K
VIG
Vanguard Dividend Appreciation

ETFs
-419
- 2.5%
N/A
16.4K $2.98M
UPS
United Parcel Service Inc

Industrials
-169
- 2.64%
$91.92 - $110.2 $15.5K - $18.6K
6.24K $629K
VOE
Vanguard Mid Cap Value Index F

ETFs
-479
- 25.33%
$141.87 - $164.49 $68K - $78.8K
1.41K $232K
CI
Cigna Corp

Healthcare
-221
- 14.81%
$301.89 - $340.04 $66.7K - $75.1K
1.27K $420K
OKE
Oneok Inc

Energy
-12
- 0.34%
$78.71 - $100.37 $945 - $1.2K
3.52K $287K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-96
- 0.34%
$97.38 - $108.84 $9.35K - $10.4K
28.3K $2.81M
DEO
Diageo PLC

Consumer Defensive
-288
- 3.63%
$99.86 - $115.75 $28.8K - $33.3K
7.65K $771K
BOND
Pimco Active Bond Exchange Tra

ETFs
-601
- 6.9%
$89.87 - $92.93 $54K - $55.9K
8.11K $747K
KO
Coca Cola CO

Consumer Defensive
-35
- 0.06%
$68.37 - $73.9 $2.39K - $2.59K
62.8K $4.44M
PSX
Phillips 66

Energy
-329
- 8.67%
$92.87 - $125.73 $30.6K - $41.4K
3.46K $413K
IBB
Ishares Biotechnology ETF

ETFs
-409
- 14.3%
$112.02 - $129.0 $45.8K - $52.8K
2.45K $310K
SO
Southern CO

Utilities
-536
- 1.71%
$84.91 - $92.56 $45.5K - $49.6K
30.9K $2.84M
CL
Colgate Palmolive CO

Consumer Defensive
-172
- 1.44%
$87.57 - $96.0 $15.1K - $16.5K
11.8K $1.07M
WAT
Waters Corp

Healthcare
-25
- 1.37%
$307.71 - $366.67 $7.69K - $9.17K
1.8K $628K
PLD
Prologis, Inc.

Real Estate
-209
- 7.45%
$89.76 - $112.34 $18.8K - $23.5K
2.6K $272K
UNP
Union Pacific Corp

Industrials
-89
- 3.0%
$208.27 - $238.46 $18.5K - $21.2K
2.88K $662K
ZTS
Zoetis Inc.

Healthcare
-92
- 3.44%
$144.41 - $170.3 $13.3K - $15.7K
2.58K $402K
XLI
Industrial Sector Spdr

ETFs
-750
- 16.97%
$116.42 - $147.52 $87.3K - $111K
3.67K $541K
CB
Chubb LTD

Financial Services
-49
- 2.68%
$274.32 - $302.46 $13.4K - $14.8K
1.78K $515K
ADBE
Adobe Inc.

Technology
-151
- 2.22%
$340.0 - $420.68 $51.3K - $63.5K
6.64K $2.57M
VNQ
Vanguard Specialized Funds Van

ETFs
-237
- 2.91%
$79.79 - $91.42 $18.9K - $21.7K
7.91K $704K
Activity Summary
Buys All Purchases 234 New Holdings 29 Increased Positions 205 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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