Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings

Pinnacle Wealth Management Advisory Group, LLC

  • $1.18 Billion
  • Q2 2025

Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.18 Billion distributed in 375 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $52.6M, Ishares Msci Usa Quality Facto with a value of $51M, Apple Inc. with a value of $47M, Microsoft Corp with a value of $41.8M, and Vanguard Whitehall Fds (Vangua with a value of $39.6M.

Examining the 13F form we can see an increase of $126M in the current position value, from $1.05B to 1.18B.

Below you can find more details about Pinnacle Wealth Management Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Billion
ETFs: $682 Million
Technology: $170 Million
Financial Services: $79.4 Million
Industrials: $45.5 Million
Healthcare: $44.8 Million
Consumer Defensive: $44.6 Million
Consumer Cyclical: $43.8 Million
Communication Services: $43.4 Million
Other: $27 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$47 Million 3.99% of portfolio
229,256
Q2 2025 Added 1.19%
$3.95T
$41.8 Million 3.54% of portfolio
84,014
Q2 2025 Added 1.99%
$456B
$25.3 Million 2.14% of portfolio
160,040
Q2 2025 Added 5.17%
$621B
$19.6 Million 1.66% of portfolio
40,337
Q2 2025 Added 0.35%
$127B
$16.7 Million 1.42% of portfolio
60,650
Q2 2025 Reduced 1.78%
$2.26T
$16.4 Million 1.39% of portfolio
74,806
Q2 2025 Added 0.36%
$1.21T
$14.5 Million 1.23% of portfolio
82,097
Q2 2025 Added 4.63%
$452B
$12.8 Million 1.08% of portfolio
83,809
Q2 2025 Added 0.16%
$281B
$12.3 Million 1.04% of portfolio
125,634
Q2 2025 Reduced 0.83%
$859B
$11.9 Million 1.0% of portfolio
40,906
Q2 2025 Reduced 0.02%
$1.78T
$10.4 Million 0.88% of portfolio
14,069
Q2 2025 Added 6.58%
$548B
$8.91 Million 0.76% of portfolio
15,858
Q2 2025 Added 0.18%
$368B
$8.9 Million 0.75% of portfolio
55,853
Q2 2025 Reduced 0.89%
$227B
$7.89 Million 0.67% of portfolio
24,725
Q2 2025 Added 1.37%
$250B
$6.82 Million 0.58% of portfolio
48,383
Q2 2025 Added 2.71%
$229B
$6.33 Million 0.54% of portfolio
43,352
Q2 2025 Reduced 0.57%
$293B
$5.47 Million 0.46% of portfolio
78,830
Q2 2025 Reduced 0.26%
$439B
$5.41 Million 0.46% of portfolio
5,463
Q2 2025 Added 1.69%
$210B
$5.24 Million 0.44% of portfolio
17,788
Q2 2025 Added 2.39%
$222B
$4.93 Million 0.42% of portfolio
16,882
Q2 2025 Reduced 0.01%
$80B
$4.87 Million 0.41% of portfolio
19,686
Q2 2025 Reduced 1.78%
$1.08T
$4.53 Million 0.38% of portfolio
14,260
Q2 2025 Added 6.24%
$306B
$4.44 Million 0.38% of portfolio
62,819
Q2 2025 Reduced 0.06%
$545B
$4.19 Million 0.35% of portfolio
3,126
Q2 2025 Added 3.82%
$76.4B
$4.16 Million 0.35% of portfolio
27,067
Q2 2025 Reduced 4.32%
$551B
$4.1 Million 0.35% of portfolio
11,544
Q2 2025 Added 2.2%
$113B
$4.05 Million 0.34% of portfolio
8,750
Q2 2025 Added 0.63%
$1.24T
$4 Million 0.34% of portfolio
22,554
Q2 2025 Added 0.32%
$150B
$3.87 Million 0.33% of portfolio
34,881
Q2 2025 Added 1.47%
$203B
$3.87 Million 0.33% of portfolio
48,931
Q2 2025 Reduced 7.61%
$207B
$3.6 Million 0.3% of portfolio
29,003
Q2 2025 Added 0.01%
$124B
$3.41 Million 0.29% of portfolio
11,056
Q2 2025 Added 3.57%
$152B
$3.48 Million 0.29% of portfolio
12,454
Q2 2025 Added 1.33%
$381B
$3.3 Million 0.28% of portfolio
69,786
Q2 2025 Reduced 2.01%
$202B
$3.2 Million 0.27% of portfolio
24,221
Q2 2025 Reduced 0.53%
$351B
$3.06 Million 0.26% of portfolio
16,485
Q2 2025 Added 7.34%
$608B
$2.94 Million 0.25% of portfolio
3,777
Q2 2025 Added 2.52%
$245B
$2.81 Million 0.24% of portfolio
28,250
Q2 2025 Reduced 0.34%
$102B
$2.84 Million 0.24% of portfolio
30,873
Q2 2025 Reduced 1.71%
$218B
$2.78 Million 0.24% of portfolio
7,161
Q2 2025 Added 16.82%
$133B
$2.67 Million 0.23% of portfolio
2,983
Q2 2025 Added 6.5%
$157B
$2.57 Million 0.22% of portfolio
6,643
Q2 2025 Reduced 2.22%
$302B
$2.59 Million 0.22% of portfolio
18,071
Q2 2025 Reduced 0.46%
$442B
$2.57 Million 0.22% of portfolio
23,814
Q2 2025 Reduced 2.44%
$245B
$2.51 Million 0.21% of portfolio
8,034
Q2 2025 Reduced 8.18%
$684B
$2.51 Million 0.21% of portfolio
11,458
Q2 2025 Added 5.08%
$182B
$2.32 Million 0.2% of portfolio
53,594
Q2 2025 Added 1.67%
$254B
$2.28 Million 0.19% of portfolio
3,215
Q2 2025 Added 9.58%
$108B
$2.16 Million 0.18% of portfolio
23,527
Q2 2025 Reduced 6.61%

Summary

  • Portfolio
  • No. of Stocks 375
  • Current Value $1.18 Billion
  • Prior Value $1.05 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 205 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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