Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings
Pinnacle Wealth Management Advisory Group, LLC
- $962 Million
- Q2 2024
Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $962 Million distributed in 356 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.4M, Ishares Msci Usa Quality Facto with a value of $42.2M, Microsoft Corp with a value of $37.2M, Vanguard Whitehall Fds (Vangua with a value of $32.9M, and Spdr S&P 500 ETF Trust with a value of $27.3M.
Examining the 13F form we can see an increase of $37.6M in the current position value, from $925M to 962M.
Below you can find more details about Pinnacle Wealth Management Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 356
- Current Value $962 Million
- Prior Value $925 Million
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 19 stocks
- Additional Purchases 189 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks