Pinnacle Wealth Management Advisory Group, LLC Sells in Q3 2024

Pinnacle Wealth Management Advisory Group, LLC

  • $1.04 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPL
Ppl Corp

Utilities
-70
- 0.55%
$27.36 - $33.08 $1.92K - $2.32K
12.7K $419K
SHW
Sherwin Williams CO

Basic Materials
-56
- 4.91%
$294.65 - $384.0 $16.5K - $21.5K
1.09K $413K
VZ
Verizon Communications Inc

Communication Services
-3.05K
- 5.25%
$38.89 - $45.0 $119K - $137K
55K $2.47M
DGRO
Ishares Core Dividend Growth E

ETFs
-174
- 1.0%
$57.47 - $62.76 $10K - $10.9K
17.3K $1.08M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-240
- 1.05%
$46.9 - $51.96 $11.3K - $12.5K
22.7K $1.17M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-82
- 0.39%
$46.17 - $51.13 $3.79K - $4.19K
21.1K $1.08M
CARR
Carrier Global Corp

Industrials
-29
- 0.54%
$61.9 - $80.88 $1.8K - $2.35K
5.3K $426K
V
Visa Inc.

Financial Services
-122
- 1.13%
$253.74 - $291.56 $31K - $35.6K
10.7K $2.93M
GE
General Electric CO

Industrials
-76
- 1.7%
$156.66 - $189.66 $11.9K - $14.4K
4.4K $829K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-20
- 0.14%
$95.81 - $109.03 $1.92K - $2.18K
14K $1.5M
ADP
Automatic Data Processing Inc

Industrials
-53
- 1.09%
$233.44 - $279.45 $12.4K - $14.8K
4.8K $1.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-143
- 0.37%
$75.47 - $83.18 $10.8K - $11.9K
38.1K $3.17M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.57K
- 2.4%
$58.03 - $65.37 $91.3K - $103K
64.1K $4.15M
CMI
Cummins Inc

Industrials
-25
- 0.53%
$266.63 - $326.4 $6.67K - $8.16K
4.68K $1.51M
GIS
General Mills Inc

Consumer Defensive
-1.48K
- 4.84%
$62.5 - $75.15 $92.7K - $111K
29.2K $2.15M
DFAE
Dimensional ETF Tr

ETFs
-2.16K
- 1.04%
$24.46 - $27.82 $52.9K - $60.2K
206K $5.66M
ORCL
Oracle Corp

Technology
-280
- 2.56%
$125.9 - $170.35 $35.3K - $47.7K
10.7K $1.82M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-218
- 2.04%
$156.14 - $187.2 $34K - $40.8K
10.5K $1.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-21
- 0.2%
$475.2 - $527.7 $9.98K - $11.1K
10.7K $5.64M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-528
- 3.32%
$386.81 - $423.12 $204K - $223K
15.4K $6.5M
VV
Vanguard Large Cap ETF

ETFs
-15
- 0.07%
$236.92 - $263.4 $3.55K - $3.95K
21.8K $5.74M
JPM
Jpmorgan Chase & CO

Financial Services
-177
- 0.43%
$194.9 - $224.8 $34.5K - $39.8K
40.7K $8.59M
SBUX
Starbucks Corp

Consumer Cyclical
-2.91K
- 9.6%
$72.51 - $98.6 $211K - $287K
27.4K $2.67M
NEE
Nextera Energy Inc

Utilities
-92
- 0.35%
$69.9 - $84.97 $6.43K - $7.82K
26.5K $2.24M
SO
Southern CO

Utilities
-46
- 0.15%
$77.0 - $90.52 $3.54K - $4.16K
30K $2.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.73K
- 2.17%
$41.9 - $48.26 $115K - $132K
123K $5.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.68K
- 1.89%
$60.13 - $68.17 $101K - $114K
87K $5.89M
PG
Procter & Gamble CO

Consumer Defensive
-128
- 0.23%
$160.76 - $177.82 $20.6K - $22.8K
56K $9.69M
ITW
Illinois Tool Works Inc

Industrials
-276
- 1.35%
$233.14 - $263.97 $64.3K - $72.9K
20.2K $5.29M
KO
Coca Cola CO

Consumer Defensive
-782
- 1.25%
$62.69 - $73.01 $49K - $57.1K
61.5K $4.42M
GILD
Gilead Sciences, Inc.

Healthcare
-36
- 0.12%
$66.59 - $83.99 $2.4K - $3.02K
31.1K $2.61M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.56K
- 0.51%
$28.25 - $31.7 $44.1K - $49.5K
307K $9.45M
MCD
Mcdonalds Corp

Consumer Cyclical
-852
- 4.76%
$245.82 - $304.51 $209K - $259K
17K $5.19M
WELL
Welltower Inc.

Real Estate
-141
- 0.48%
$104.0 - $129.74 $14.7K - $18.3K
29K $3.71M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.13K
- 0.3%
$30.74 - $34.07 $34.6K - $38.4K
373K $12.7M
MA
Mastercard Inc

Financial Services
-69
- 0.44%
$429.6 - $500.99 $29.6K - $34.6K
15.8K $7.79M
RTX
Raytheon Technologies Corp

Industrials
-532
- 1.19%
$99.55 - $123.34 $53K - $65.6K
44.2K $5.35M
WMT
Walmart Inc.

Consumer Defensive
-1.7K
- 1.29%
$66.91 - $81.4 $114K - $139K
131K $10.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-504
- 1.23%
$405.19 - $478.57 $204K - $241K
40.4K $18.6M
AAPL
Apple Inc.

Technology
-1.83K
- 0.8%
$207.23 - $234.82 $380K - $430K
228K $53.1M
Activity Summary
Buys All Purchases 164 New Holdings 18 Increased Positions 146 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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