Pinnacle Wealth Management Group, Inc. Portfolio Holdings

Pinnacle Wealth Management Group, Inc.

  • $119 Million
  • Q1 2025

Pinnacle Wealth Management Group, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $119 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Usaa ETF Tr Core Intermediate with a value of $7.91M, Vanguard Mortg Backed Sec ETF with a value of $7.47M, Victory Portfolios Ii Victorys with a value of $7.04M, Microsoft Corp with a value of $5.21M, and Invesco S&P 500 Equal Weight E with a value of $4.95M.

Examining the 13F form we can see an decrease of $16.1M in the current position value, from $135M to 119M.

Below you can find more details about Pinnacle Wealth Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $119 Million
ETFs: $85.2 Million
Financial Services: $8.25 Million
Technology: $6.85 Million
Communication Services: $4.21 Million
Basic Materials: $2.72 Million
Consumer Defensive: $2.59 Million
Industrials: $2.51 Million
Utilities: $2.09 Million
Other: $4.39 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $119 Million
  • Prior Value $135 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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