Pinnacle Wealth Management Group, Inc. Portfolio Holdings

Pinnacle Wealth Management Group, Inc.

  • $135 Million
  • Q4 2024

Pinnacle Wealth Management Group, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $135 Million distributed in 116 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 $7.41M, Vanguard Mortg Backed Sec ETF with a value of $7.01M, Victory Portfolios Ii Victorys with a value of $6.78M, Microsoft Corp with a value of $6.09M, and Invesco Qqq Trust, Series 1 with a value of $5.74M.

Examining the 13F form we can see an decrease of $410K in the current position value, from $135M to 135M.

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

Portfolio value $135 Million
ETFs: $89.3 Million
Technology: $11.5 Million
Financial Services: $9.34 Million
Basic Materials: $5.09 Million
Communication Services: $4.17 Million
Industrials: $3.95 Million
Consumer Defensive: $2.88 Million
Utilities: $2.2 Million
Other: $6.47 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.67B
$1.3 Million 0.97% of portfolio
70,671
Q1 2024 Reduced 2.89%
$8.57B
$292,000 0.22% of portfolio
18,850
Q1 2023 Added 3.57%
$3.2B
$138,000 0.1% of portfolio
28,308
Q4 2024 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $135 Million
  • Prior Value $135 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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