Pinnacle Wealth Management Advisory Group, LLC Sells in Q1 2025

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-767
- 19.74%
$137.61 - $149.68 $106K - $115K
3.12K $455K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-111
- 1.68%
$47.79 - $59.89 $5.3K - $6.65K
6.5K $326K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-2.68K
- 13.34%
$24.07 - $24.5 $64.5K - $65.6K
17.4K $421K
NKE
Nike, Inc.

Consumer Cyclical
-228
- 6.2%
$63.29 - $81.72 $14.4K - $18.6K
3.45K $218K
MAR
Marriott International Inc

Consumer Cyclical
-77
- 7.59%
$237.01 - $304.45 $18.2K - $23.4K
937 $223K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-961
- 8.39%
$31.63 - $35.22 $30.4K - $33.8K
10.5K $335K
GD
General Dynamics Corp

Industrials
-302
- 11.65%
$241.94 - $272.58 $73.1K - $82.3K
2.29K $624K
ADI
Analog Devices Inc

Technology
-189
- 10.61%
$201.56 - $243.82 $38.1K - $46.1K
1.59K $321K
VBK
Vanguard Small Cap Growth ETF

ETFs
-22
- 1.26%
$247.97 - $296.33 $5.46K - $6.52K
1.72K $434K
CDNS
Cadence Design Systems Inc

Technology
-39
- 4.19%
$233.96 - $324.52 $9.12K - $12.7K
891 $226K
NOC
Northrop Grumman Corp

Industrials
-147
- 26.87%
$433.45 - $513.82 $63.7K - $75.5K
400 $204K
GM
General Motors CO

Consumer Cyclical
-17
- 0.21%
$45.22 - $54.92 $769 - $934
8.07K $379K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-436
- 9.36%
$110.75 - $119.78 $48.3K - $52.2K
4.22K $488K
CLX
Clorox CO

Consumer Defensive
-4
- 0.14%
$141.76 - $162.89 $567 - $652
2.85K $418K
CEG
Constellation Energy Corp

Utilities
-77
- 6.37%
$201.63 - $347.44 $15.5K - $26.8K
1.13K $228K
WAT
Waters Corp

Healthcare
-97
- 5.05%
$362.16 - $417.28 $35.1K - $40.5K
1.83K $672K
GLNG
Golar Lng LTD

Energy
-165
- 2.15%
$31.34 - $43.84 $5.17K - $7.23K
7.52K $285K
ELV
Elevance Health, Inc.

Healthcare
-384
- 19.48%
$365.9 - $436.25 $141K - $168K
1.59K $690K
ACWI
Ishares Msci Acwi ETF

ETFs
-25
- 0.08%
$115.16 - $124.13 $2.88K - $3.1K
30.6K $3.56M
SNPS
Synopsys Inc

Technology
-19
- 3.9%
$428.58 - $551.54 $8.14K - $10.5K
468 $200K
IBB
Ishares Biotechnology ETF

ETFs
-173
- 5.7%
$127.9 - $140.56 $22.1K - $24.3K
2.86K $365K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.23K
- 5.85%
$58.01 - $64.46 $245K - $273K
68K $4.22M
VIG
Vanguard Dividend Appreciation

ETFs
-182
- 1.07%
N/A
16.8K $3.06M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.14K
- 16.21%
$36.91 - $41.03 $42.1K - $46.8K
5.89K $233K
CMCSA
Comcast Corp

Communication Services
-281
- 1.1%
$33.19 - $38.23 $9.33K - $10.7K
25.2K $931K
SYY
Sysco Corp

Consumer Defensive
-190
- 2.6%
$70.0 - $77.13 $13.3K - $14.7K
7.13K $534K
TFC
Truist Financial Corp

Financial Services
-37
- 0.43%
$39.48 - $48.15 $1.46K - $1.78K
8.48K $348K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-196
- 11.65%
$128.74 - $138.67 $25.2K - $27.2K
1.49K $201K
DGRO
Ishares Core Dividend Growth E

ETFs
-464
- 2.62%
$60.46 - $64.42 $28.1K - $29.9K
17.2K $1.06M
APH
Amphenol Corp

Technology
-29
- 0.75%
$61.62 - $78.55 $1.79K - $2.28K
3.85K $252K
CVLT
Commvault Systems Inc

Technology
-170
- 10.83%
$146.82 - $187.9 $25K - $31.9K
1.4K $220K
APD
Air Products & Chemicals, Inc.

Basic Materials
-61
- 4.52%
$283.24 - $338.07 $17.3K - $20.6K
1.29K $379K
SCHW
Schwab Charles Corp

Financial Services
-693
- 6.83%
$71.24 - $83.64 $49.4K - $58K
9.45K $739K
PLD
Prologis, Inc.

Real Estate
-247
- 8.09%
$103.59 - $124.04 $25.6K - $30.6K
2.81K $313K
OXY
Occidental Petroleum Corp

Energy
-108
- 1.49%
$45.45 - $52.7 $4.91K - $5.69K
7.13K $351K
OKE
Oneok Inc

Energy
-17
- 0.48%
$89.57 - $109.85 $1.52K - $1.87K
3.53K $350K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-29
- 0.95%
$65.27 - $71.18 $1.89K - $2.06K
3.04K $201K
MU
Micron Technology Inc

Technology
-171
- 3.78%
$86.89 - $109.38 $14.9K - $18.7K
4.36K $378K
LHX
L3 Harris Technologies, Inc.

Industrials
-8
- 0.77%
$194.65 - $222.86 $1.56K - $1.78K
1.03K $214K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-74
- 1.43%
$51.52 - $52.37 $3.81K - $3.88K
5.12K $268K
Arista Networks Inc
-81
- 2.52%
N/A
3.14K $0
Ge Vernova Inc
-4
- 0.37%
N/A
1.09K $0
COF
Capital One Financial Corp

Financial Services
-7
- 0.33%
$163.87 - $209.82 $1.15K - $1.47K
2.13K $382K
TJX
Tjx Companies Inc

Consumer Cyclical
-26
- 0.42%
$112.81 - $126.16 $2.93K - $3.28K
6.23K $758K
WFC
Wells Fargo & Company

Financial Services
-177
- 1.54%
$66.78 - $81.42 $11.8K - $14.4K
11.3K $811K
C
Citigroup Inc

Financial Services
-28
- 0.18%
$67.23 - $84.63 $1.88K - $2.37K
15.8K $1.12M
D
Dominion Energy, Inc

Utilities
-224
- 2.2%
$52.85 - $57.43 $11.8K - $12.9K
9.96K $558K
AMT
American Tower Corp

Real Estate
-90
- 7.24%
$173.46 - $217.6 $15.6K - $19.6K
1.15K $250K
DUK
Duke Energy Corp

Utilities
-384
- 7.41%
$105.87 - $121.97 $40.7K - $46.8K
4.8K $584K
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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