Pinnacle Wealth Management, LLC New Holdings in Q1 2025

Pinnacle Wealth Management, LLC

  • $58.2 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
160K
New
$56.17 - $59.71 $8.97M - $9.54M
160K $9.13M
ESE
Esco Technologies Inc

Technology
5.37K
New
$128.92 - $169.65 $693K - $912K
5.37K $855K
OKTA
Okta, Inc.

Technology
8.03K
New
$78.83 - $116.72 $633K - $937K
8.03K $844K
CVNA
Carvana Co.

Consumer Cyclical
3.66K
New
$166.52 - $285.33 $609K - $1.04M
3.66K $764K
HCKT
Hackett Group, Inc.

Technology
26K
New
$28.16 - $32.09 $731K - $833K
26K $758K
SNEX
Stone X Group Inc.

Financial Services
9.93K
New
$76.12 - $126.89 $756K - $1.26M
9.93K $758K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.94K
New
$132.75 - $177.12 $655K - $874K
4.94K $753K
SPOT
Spotify Technology S.A.

Communication Services
1.37K
New
$457.79 - $648.32 $627K - $888K
1.37K $752K
TBBK
Bancorp, Inc.

Financial Services
13.7K
New
$49.74 - $62.75 $680K - $858K
13.7K $722K
GCMG
Gcm Grosvenor Inc.

Financial Services
54.4K
New
$12.49 - $14.41 $679K - $784K
54.4K $719K
CVLT
Commvault Systems Inc

Technology
4.33K
New
$146.82 - $187.9 $635K - $813K
4.33K $682K
ATLC
Atlanticus Holdings Corp

Financial Services
13.3K
New
$42.79 - $61.59 $568K - $817K
13.3K $678K
FLS
Flowserve Corp

Industrials
13.8K
New
$46.47 - $64.75 $641K - $894K
13.8K $674K
ENVA
Enova International, Inc.

Financial Services
6.91K
New
$87.18 - $116.49 $602K - $805K
6.91K $667K
OSPN
One Span Inc.

Technology
43.7K
New
$15.25 - $20.23 $667K - $885K
43.7K $666K
GMED
Globus Medical Inc

Healthcare
9.08K
New
$69.68 - $93.32 $632K - $847K
9.08K $664K
WSM
Williams Sonoma Inc

Consumer Cyclical
4.14K
New
$158.1 - $217.71 $655K - $902K
4.14K $654K
LRN
Stride, Inc.

Consumer Defensive
5.09K
New
$106.34 - $142.28 $541K - $724K
5.09K $643K
OSIS
Osi Systems Inc

Technology
3.28K
New
$153.35 - $219.6 $502K - $719K
3.28K $636K
AWI
Armstrong World Industries Inc

Industrials
4.39K
New
$136.0 - $154.19 $597K - $677K
4.39K $618K
AVPT
Ave Point, Inc.

Technology
42.2K
New
$13.5 - $19.8 $569K - $835K
42.2K $608K
TWLO
Twilio Inc

Communication Services
5.98K
New
$94.9 - $148.35 $568K - $888K
5.98K $585K
DOCS
Doximity, Inc.

Healthcare
10K
New
$49.71 - $83.14 $498K - $833K
10K $581K
WING
Wingstop Inc.

Consumer Cyclical
2.57K
New
$207.0 - $311.93 $532K - $802K
2.57K $579K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.1K
New
$40.03 - $46.81 $565K - $661K
14.1K $575K
DOCN
Digital Ocean Holdings, Inc.

Technology
16.6K
New
$33.39 - $46.69 $556K - $777K
16.6K $555K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.29K
New
$161.03 - $235.53 $529K - $774K
3.29K $544K
ZETA
Zeta Global Holdings Corp.

Technology
39.7K
New
$13.56 - $24.69 $539K - $981K
39.7K $538K
BROS
Dutch Bros Inc.

Consumer Cyclical
8.66K
New
$55.77 - $85.37 $483K - $739K
8.66K $534K
QNST
Quinstreet, Inc

Communication Services
30K
New
$17.0 - $25.17 $510K - $754K
30K $534K
FTDR
Frontdoor, Inc.

Consumer Cyclical
13.7K
New
$37.07 - $62.39 $509K - $857K
13.7K $527K
RKLB
Rocket Lab Usa, Inc.

Industrials
27.6K
New
$17.12 - $31.57 $472K - $870K
27.6K $492K
PSTG
Pure Storage, Inc.

Technology
10.8K
New
$44.27 - $72.37 $479K - $783K
10.8K $478K
IONQ
Ion Q, Inc.

Technology
21K
New
$18.27 - $51.07 $384K - $1.07M
21K $463K
TDOC
Teladoc Health, Inc.

Healthcare
55.6K
New
$7.96 - $14.33 $442K - $797K
55.6K $442K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
14.9K
New
$25.2 - $68.74 $377K - $1.03M
14.9K $441K
Crane Company
4.28K
New
N/A
4.28K $0
J P Morgan Exchange Traded F
191K
New
N/A
191K $0
Skyward Specialty Ins Group
15.5K
New
N/A
15.5K $0
Atlassian Corporation
2.27K
New
N/A
2.27K $0
Sharkninja Inc
6.54K
New
N/A
6.54K $0
Activity Summary
Buys All Purchases 46 New Holdings 42 Increased Positions 4 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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