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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.6 Million 4.46% of portfolio
173,222
Q2 2025 Added 48.36%
$0
$51 Million 4.32% of portfolio
279,105
Q2 2025 Added 2.59%
$0
$39.6 Million 3.35% of portfolio
296,759
Q2 2025 Added 1.57%
$0
$34.6 Million 2.93% of portfolio
146,144
Q2 2025 Added 1.42%
$0
$33.2 Million 2.82% of portfolio
53,780
Q2 2025 Added 1.71%
$0
$33 Million 2.8% of portfolio
59,797
Q2 2025 Added 1.79%
$0
$30.8 Million 2.61% of portfolio
49,677
Q2 2025 Added 3.59%
$0
$29.8 Million 2.53% of portfolio
443,356
Q2 2025 Added 6.35%
$0
$25.2 Million 2.14% of portfolio
442,058
Q2 2025 Added 4.51%
$0
$22 Million 1.87% of portfolio
387,766
Q2 2025 Added 1.46%
$0
$19.5 Million 1.66% of portfolio
314,947
Q2 2025 Added 5.81%
$0
$19.5 Million 1.65% of portfolio
178,339
Q2 2025 Added 3.06%
$0
$17.4 Million 1.48% of portfolio
657,646
Q2 2025 Reduced 1.66%
$0
$15.5 Million 1.31% of portfolio
85,245
Q2 2025 Added 0.96%
$0
$14.4 Million 1.22% of portfolio
195,254
Q2 2025 Added 6.49%
$0
$14.1 Million 1.19% of portfolio
395,316
Q2 2025 Added 8.43%
$0
$13.5 Million 1.15% of portfolio
391,729
Q2 2025 Added 1.37%
$0
$13.3 Million 1.13% of portfolio
61,745
Q2 2025 Added 6.98%
$0
$10.8 Million 0.91% of portfolio
268,141
Q2 2025 Added 9.88%
$0
$9.67 Million 0.82% of portfolio
328,564
Q2 2025 Added 2.26%
$0
$8.89 Million 0.75% of portfolio
33,026
Q2 2025 Added 11.8%
$0
$8.51 Million 0.72% of portfolio
112,647
Q2 2025 Added 2.3%
$0
$6.88 Million 0.58% of portfolio
71,809
Q2 2025 Added 5.93%
$0
$6.69 Million 0.57% of portfolio
135,291
Q2 2025 Added 2.75%
$0
$6.59 Million 0.56% of portfolio
23,104
Q2 2025 Reduced 0.06%
$0
$6.49 Million 0.55% of portfolio
103,427
Q2 2025 Added 3.09%
$0
$6.27 Million 0.53% of portfolio
216,573
Q2 2025 Added 3.46%
$0
$6.22 Million 0.53% of portfolio
10,982
Q2 2025 Reduced 3.51%
$0
$6.3 Million 0.53% of portfolio
14,296
Q2 2025 Reduced 6.54%
$0
$6.08 Million 0.52% of portfolio
10,701
Q2 2025 Reduced 3.97%
$0
$5.16 Million 0.44% of portfolio
105,305
Q2 2025 Added 38.38%
$0
$4.4 Million 0.37% of portfolio
63,722
Q2 2025 Reduced 6.34%
$0
$4.25 Million 0.36% of portfolio
35,665
Q2 2025 Added 1.29%
$0
$4.24 Million 0.36% of portfolio
15,148
Q2 2025 Reduced 4.57%
$0
$4.03 Million 0.34% of portfolio
114,297
Q2 2025 Added 27.92%
$0
$3.39 Million 0.29% of portfolio
26,377
Q2 2025 Reduced 13.73%
$0
$3.3 Million 0.28% of portfolio
101,218
Q2 2025 Added 31.58%
$0
$3.21 Million 0.27% of portfolio
44,137
Q2 2025 Reduced 3.92%
$0
$3.05 Million 0.26% of portfolio
108,740
Q2 2025 Reduced 11.39%
$0
$3.06 Million 0.26% of portfolio
56,182
Q2 2025 Added 24.98%
$0
$2.98 Million 0.25% of portfolio
16,371
Q2 2025 Reduced 2.5%
$0
$3 Million 0.25% of portfolio
50,091
Q2 2025 Added 15.57%
$0
$2.74 Million 0.23% of portfolio
35,388
Q2 2025 Reduced 9.56%
$0
$2.02 Million 0.17% of portfolio
63,585
Q2 2025 Added 2.15%
$0
$1.88 Million 0.16% of portfolio
7,431
Q2 2025 Reduced 0.05%
$0
$1.58 Million 0.13% of portfolio
40,311
Q2 2025 Added 0.69%
$0
$1.37 Million 0.12% of portfolio
13,799
Q2 2025 Reduced 1.46%
$0
$1.45 Million 0.12% of portfolio
7,500
Q2 2024 Reduced 0.09%
$0
$1.45 Million 0.12% of portfolio
15,798
Q4 2024 Added 33.78%

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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