Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings
Pinnacle Wealth Management Advisory Group, LLC
- $1.04 Billion
- Q3 2024
Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.04 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 $53.1M, Ishares Msci Usa Quality Facto with a value of $46.1M, Vanguard Whitehall Fds (Vangua with a value of $36.3M, Microsoft Corp with a value of $35.7M, and Vanguard Total Stock Market Et with a value of $30.8M.
Examining the 13F form we can see an increase of $76.3M in the current position value, from $962M to 1.04B.
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 $1.04 Billion
- Prior Value $962 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 18 stocks
- Additional Purchases 146 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks