Pinnacle Wealth Management Advisory Group, LLC Portfolio Holdings
Pinnacle Wealth Management Advisory Group, LLC
- $925 Million
- Q1 2024
Pinnacle Wealth Management Advisory Group, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $925 Million distributed in 354 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.1M, Ishares Msci Usa Quality Facto with a value of $39.4M, Microsoft Corp with a value of $37.7M, Vanguard Whitehall Fds (Vangua with a value of $33M, and Vanguard Small Cap ETF with a value of $26.8M.
Examining the 13F form we can see an increase of $73.6M in the current position value, from $851M to 925M.
Below you can find more details about Pinnacle Wealth Management Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 354
- Current Value $925 Million
- Prior Value $851 Million
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 24 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks