Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q1 2025
Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 366 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $50.3M, Ishares Msci Usa Quality Facto with a value of $46.5M, Vanguard Whitehall Fds (Vangua with a value of $37.7M, Vanguard Total Stock Market Et with a value of $32.1M, and Vanguard Small Cap ETF with a value of $32M.
Examining the 13F form we can see an increase of $578K in the current position value, from $1.05B to 1.05B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 366
- Current Value $1.05 Billion
- Prior Value $1.05 Billion
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 21 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks