Pinnacle Wealth Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $58.2 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $9.13M, Nvidia Corp with a value of $3.76M, Palantir Technologies Inc. with a value of $3.19M, Meta Platforms, Inc. with a value of $2.63M, and Axon Enterprise, Inc. with a value of $2.41M.

Examining the 13F form we can see an decrease of $27.8M in the current position value, from $86M to 58.2M.

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

Portfolio value $58.2 Million
Technology: $20.4 Million
ETFs: $10.5 Million
Consumer Cyclical: $7.87 Million
Communication Services: $6.91 Million
Financial Services: $4.82 Million
Industrials: $4.2 Million
Consumer Defensive: $1.84 Million
Healthcare: $1.69 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $58.2 Million
  • Prior Value $86 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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