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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$314B
$395,000 0.03% of portfolio
1,660
Q2 2025 Added 3.17%
$40.5B
$386,000 0.03% of portfolio
1,592
Q2 2025 Added 1.02%
$76.9B
$405,000 0.03% of portfolio
8,234
Q2 2025 Added 2.01%
$76.5B
$349,000 0.03% of portfolio
230
Q2 2025 Added 2.22%
$58.4B
$371,000 0.03% of portfolio
8,643
Q2 2025 Added 1.98%
$4.36B
$336,000 0.03% of portfolio
8,170
Q2 2025 Added 8.64%
$4.06B
$333,000 0.03% of portfolio
353
Q4 2024 Reduced 0.84%
$112B
$303,000 0.03% of portfolio
793
Q2 2025 Added 3.12%
$48.7B
$382,000 0.03% of portfolio
2,196
Q2 2025 Reduced 5.1%
$92.8B
$378,000 0.03% of portfolio
1,103
Q2 2025 Added 1.19%
$75.1B
$329,000 0.03% of portfolio
1,769
Q2 2025 Added 2.79%
$0
$340,000 0.03% of portfolio
4,323
Q1 2025 Reduced 35.37%
$33.3B
$323,000 0.03% of portfolio
177
Q2 2025 Added 3.51%
$0
$363,000 0.03% of portfolio
1,514
Q2 2025 Added 0.4%
$64.2B
$392,000 0.03% of portfolio
1,392
Q2 2025 Added 8.07%
$5.69B
$332,000 0.03% of portfolio
2,525
Q2 2025 Added 7.68%
$0
$413,000 0.03% of portfolio
1,494
Q2 2025 Reduced 13.34%
$41.1B
$301,000 0.03% of portfolio
7,188
Q2 2025 Added 0.86%
$0
$316,000 0.03% of portfolio
1,625
Q2 2025 Reduced 11.78%
$0
$371,000 0.03% of portfolio
7,329
Q2 2025 Reduced 29.37%
$61.1B
$326,000 0.03% of portfolio
1,019
Q2 2025 Added 3.45%
$99.5B
$337,000 0.03% of portfolio
757
Q2 2025 Added 3.56%
$0
$402,000 0.03% of portfolio
8,859
Q2 2024 Reduced 2.0%
$119B
$374,000 0.03% of portfolio
1,573
Q2 2025 Reduced 1.19%
$9.04B
$306,000 0.03% of portfolio
6,912
Q2 2025 Reduced 2.28%
$55.2B
$391,000 0.03% of portfolio
733
Q2 2025 Added 2.95%
$6.4B
$382,000 0.03% of portfolio
4,247
Q2 2025 Added 1,384.97%
$57.7B
$413,000 0.03% of portfolio
3,464
Q2 2025 Reduced 8.67%
$55B
$405,000 0.03% of portfolio
5,534
Q2 2025 Added 1.99%
$1.19B
$375,000 0.03% of portfolio
6,689
Q2 2025 Added 2.88%
$97B
$304,000 0.03% of portfolio
989
Q2 2025 Added 11.0%
$0
$310,000 0.03% of portfolio
2,452
Q2 2025 Reduced 14.3%
$0
$377,000 0.03% of portfolio
890
Q2 2025 Reduced 52.05%
$0
$325,000 0.03% of portfolio
10,239
Q2 2025 Reduced 2.38%
$36.7B
$350,000 0.03% of portfolio
3,544
Q2 2025 Added 1.17%
$0
$297,000 0.03% of portfolio
2,234
Q2 2025 Reduced 1.5%
$83.7B
$369,000 0.03% of portfolio
4,052
Q2 2025 Reduced 3.15%
$38.4B
$279,000 0.02% of portfolio
1,510
Q2 2025 Reduced 3.51%
$48.5B
$224,000 0.02% of portfolio
1,697
Q2 2025 New
$187B
$246,000 0.02% of portfolio
608
Q2 2025 Reduced 12.52%
$8.63B
$263,000 0.02% of portfolio
1,514
Q2 2025 Added 8.22%
$55.9B
$202,000 0.02% of portfolio
1,006
Q2 2025 Added 3.5%
$18.5B
$209,000 0.02% of portfolio
2,524
Q2 2025 Reduced 7.34%
$0
$232,000 0.02% of portfolio
1,412
Q2 2025 Reduced 25.33%
$93.6B
$280,000 0.02% of portfolio
551
Q2 2025 New
$25.1B
$210,000 0.02% of portfolio
967
Q2 2025 New
$0
$244,000 0.02% of portfolio
985
Q2 2025 Added 19.39%
$22.7B
$282,000 0.02% of portfolio
1,267
Q2 2025 Added 0.88%
$75.9B
$237,000 0.02% of portfolio
64
Q2 2025 Added 10.34%

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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