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.
Stock Holdings Table
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