Pinnacle Wealth Management, LLC Portfolio Holdings

Pinnacle Wealth Management, LLC

  • $58.2 Million
  • Q1 2025

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
$0
$9.13 Million 15.68% of portfolio
159,767
Q1 2025 New
$336B
$3.76 Million 6.46% of portfolio
34,726
Q1 2025 Added 0.29%
$252B
$3.19 Million 5.49% of portfolio
37,834
Q1 2025 Reduced 43.82%
$1.25T
$2.63 Million 4.52% of portfolio
4,570
Q1 2025 Reduced 17.14%
$51.8B
$2.41 Million 4.14% of portfolio
4,586
Q1 2025 Reduced 11.81%
$2.09T
$2.37 Million 4.07% of portfolio
12,472
Q1 2025 Reduced 28.51%
$1.01T
$2.06 Million 3.53% of portfolio
13,158
Q1 2025 Reduced 25.94%
$1.08T
$1.74 Million 2.98% of portfolio
6,695
Q1 2025 Reduced 27.72%
$3.4T
$1.55 Million 2.66% of portfolio
6,980
Q1 2025 Reduced 34.58%
$3.38T
$1.49 Million 2.56% of portfolio
3,965
Q1 2025 Reduced 26.52%
$87.4B
$1.44 Million 2.47% of portfolio
5,652
Q1 2025 Reduced 10.46%
$107B
$1.38 Million 2.37% of portfolio
5,208
Q1 2025 Reduced 36.39%
$4.7B
$855,000 1.47% of portfolio
5,374
Q1 2025 New
$18.9B
$844,000 1.45% of portfolio
8,026
Q1 2025 New
$25.1B
$764,000 1.31% of portfolio
3,658
Q1 2025 New
$1.75B
$758,000 1.3% of portfolio
9,931
Q1 2025 New
$17.3B
$753,000 1.29% of portfolio
4,936
Q1 2025 New
$124B
$752,000 1.29% of portfolio
1,369
Q1 2025 New
$2.35B
$719,000 1.24% of portfolio
54,375
Q1 2025 New
$3.05B
$722,000 1.24% of portfolio
13,670
Q1 2025 New
$9.92B
$704,000 1.21% of portfolio
12,232
Q1 2025 New
$8.16B
$682,000 1.17% of portfolio
4,325
Q1 2025 New
$783M
$678,000 1.16% of portfolio
13,263
Q1 2025 New
$6.68B
$674,000 1.16% of portfolio
13,801
Q1 2025 New
$3.12B
$667,000 1.15% of portfolio
6,909
Q1 2025 New
$641M
$666,000 1.14% of portfolio
43,725
Q1 2025 New
$4.45B
$664,000 1.14% of portfolio
9,076
Q1 2025 New
$11.5B
$654,000 1.12% of portfolio
4,141
Q1 2025 New
$6.62B
$643,000 1.1% of portfolio
5,088
Q1 2025 New
$3.84B
$636,000 1.09% of portfolio
3,275
Q1 2025 New
$7.26B
$618,000 1.06% of portfolio
4,388
Q1 2025 New
$3.63B
$608,000 1.04% of portfolio
42,150
Q1 2025 New
$19.8B
$585,000 1.0% of portfolio
5,983
Q1 2025 New
$6.46B
$581,000 1.0% of portfolio
10,015
Q1 2025 New
$9.23B
$579,000 0.99% of portfolio
2,570
Q1 2025 New
$0
$575,000 0.99% of portfolio
14,116
Q1 2025 New
$0
$555,000 0.95% of portfolio
5,226
Q1 2025 Added 2.73%
$2.97B
$555,000 0.95% of portfolio
16,647
Q1 2025 New
$18.8B
$544,000 0.93% of portfolio
3,287
Q1 2025 New
$841M
$534,000 0.92% of portfolio
29,976
Q1 2025 New
$2.83B
$534,000 0.92% of portfolio
8,659
Q1 2025 New
$2.39B
$538,000 0.92% of portfolio
39,719
Q1 2025 New
$4.49B
$527,000 0.91% of portfolio
13,733
Q1 2025 New
$11.8B
$492,000 0.85% of portfolio
27,563
Q1 2025 New
$16.6B
$478,000 0.82% of portfolio
10,815
Q1 2025 New
$6.48B
$463,000 0.8% of portfolio
21,017
Q1 2025 New
$11.6B
$441,000 0.76% of portfolio
14,946
Q1 2025 New
$1.18B
$442,000 0.76% of portfolio
55,585
Q1 2025 New
$785B
$399,000 0.69% of portfolio
1,629
Q1 2025 Reduced 83.69%

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
Track This Portfolio

Track Pinnacle Wealth Management, LLC Portfolio

Follow Pinnacle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email