Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q4 2024
Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 363 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.6M, Ishares Msci Usa Quality Facto with a value of $46.9M, Vanguard Whitehall Fds (Vangua with a value of $37.4M, Microsoft Corp with a value of $34.7M, and Vanguard Small Cap ETF with a value of $33M.
Examining the 13F form we can see an increase of $14.3M in the current position value, from $1.04B 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 363
- Current Value $1.05 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 150 stocks