Pinnacle Wealth Management Group, Inc. Reduced Holdings in Q2 2025

Pinnacle Wealth Management Group, Inc.

  • $148 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-1.13K
- 12.58%
$128.02 - $151.37 $144K - $171K
7.84K $1.04M
XOM
Exxon Mobil Corp

Energy
-1.63K
- 38.42%
$99.93 - $119.04 $163K - $194K
2.61K $281K
UPS
United Parcel Service Inc

Industrials
-920
- 16.14%
$91.92 - $110.2 $84.6K - $101K
4.78K $482K
VZ
Verizon Communications Inc

Communication Services
-1.43K
- 4.65%
$41.67 - $45.62 $59.6K - $65.3K
29.3K $1.27M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.06K
- 6.63%
$102.02 - $103.5 $109K - $110K
15K $1.54M
JNJ
Johnson & Johnson

Healthcare
-379
- 12.94%
$146.36 - $159.82 $55.5K - $60.6K
2.55K $389K
ECL
Ecolab Inc.

Basic Materials
-409
- 20.34%
$225.65 - $270.95 $92.3K - $111K
1.6K $431K
PG
Procter & Gamble CO

Consumer Defensive
-120
- 3.15%
$157.66 - $172.39 $18.9K - $20.7K
3.69K $588K
NOK
Nokia Corp

Technology
-10K
- 35.67%
$4.65 - $5.43 $46.5K - $54.3K
18K $93K
DUK
Duke Energy Corp

Utilities
-200
- 4.71%
$112.46 - $124.05 $22.5K - $24.8K
4.05K $477K
RSG
Republic Services, Inc.

Industrials
-230
- 4.05%
$227.2 - $258.07 $52.3K - $59.4K
5.45K $1.34M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-340
- 4.36%
$82.21 - $83.12 $28K - $28.3K
7.47K $618K
SO
Southern CO

Utilities
-240
- 4.42%
$84.91 - $92.56 $20.4K - $22.2K
5.18K $476K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-259
- 12.98%
$152.42 - $182.82 $39.5K - $47.4K
1.74K $317K
CCI
Crown Castle International Corp

Real Estate
-133
- 3.08%
$94.83 - $107.06 $12.6K - $14.2K
4.18K $429K
IXUS
Ishares Tr

ETFs
-527
- 10.6%
$62.37 - $77.63 $32.9K - $40.9K
4.45K $343K
V
Visa Inc.

Financial Services
-69
- 1.59%
$308.27 - $373.31 $21.3K - $25.8K
4.26K $1.51M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-160
- 1.51%
$29.07 - $29.38 $4.65K - $4.7K
10.4K $304K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-1.2K
- 8.09%
$38.32 - $45.16 $46K - $54.2K
13.6K $615K
IEF
Ishares Barclays

ETFs
-25
- 1.02%
$93.15 - $96.56 $2.33K - $2.41K
2.42K $231K
PSEP
Innovator U.S. Equity Power Bu
-400
- 0.91%
N/A
43.3K $0
Innovator Etfs Trust
-330
- 4.33%
N/A
7.3K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-52
- 3.21%
$166.82 - $194.23 $8.67K - $10.1K
1.57K $304K
GS
Goldman Sachs Group Inc

Financial Services
-75
- 17.65%
$462.22 - $707.75 $34.7K - $53.1K
350 $247K
NEM
Newmont Corp

Basic Materials
-180
- 4.12%
$44.18 - $59.46 $7.95K - $10.7K
4.19K $244K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-168
- 1.69%
$90.56 - $109.49 $15.2K - $18.4K
9.77K $1.07M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-50
- 0.34%
$38.7 - $44.05 $1.94K - $2.2K
14.6K $644K
GOOGL
Alphabet Inc.

Communication Services
-360
- 7.46%
$144.7 - $178.6 $52.1K - $64.3K
4.47K $787K
PAVE
Global X Fds Us Infrastructure

ETFs
-404
- 3.06%
$33.78 - $43.68 $13.6K - $17.6K
12.8K $556K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-500
- 1.32%
$33.46 - $38.01 $16.7K - $19K
37.3K $1.42M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-300
- 0.79%
$37.18 - $42.23 $11.2K - $12.7K
37.9K $1.6M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-715
- 0.6%
$33.22 - $37.29 $23.8K - $26.7K
118K $4.39M
JPM
Jpmorgan Chase & CO

Financial Services
-260
- 2.31%
$210.28 - $289.91 $54.7K - $75.4K
11K $3.19M
MS
Morgan Stanley

Financial Services
-167
- 0.52%
$99.83 - $140.86 $16.7K - $23.5K
31.9K $4.5M
MSFT
Microsoft Corp

Technology
-50
- 0.36%
$354.56 - $497.45 $17.7K - $24.9K
13.8K $6.88M
Activity Summary
Buys All Purchases 56 New Holdings 20 Increased Positions 36 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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