Pinnacle Wealth Management, LLC Portfolio Holdings

Pinnacle Wealth Management, LLC

  • $82.8 Million
  • Q2 2025

Pinnacle Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $82.8 Million distributed in 39 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 $6.28M, Nvidia Corp with a value of $5.63M, Palantir Technologies Inc. with a value of $5.29M, Axon Enterprise, Inc. with a value of $4.16M, and Meta Platforms, Inc. with a value of $3.39M.

Examining the 13F form we can see an increase of $24.6M in the current position value, from $58.2M to 82.8M.

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

Portfolio value $82.8 Million
Technology: $29.8 Million
Communication Services: $12.5 Million
ETFs: $11 Million
Financial Services: $9.59 Million
Consumer Cyclical: $7.43 Million
Healthcare: $4.36 Million
Industrials: $4.16 Million
Consumer Defensive: $3.82 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$5.63 Million 6.8% of portfolio
35,643
Q2 2025 Added 2.64%
$367B
$5.29 Million 6.39% of portfolio
38,804
Q2 2025 Added 2.56%
$54.9B
$4.16 Million 5.03% of portfolio
5,030
Q2 2025 Added 9.68%
$1.78T
$3.39 Million 4.09% of portfolio
4,590
Q2 2025 Added 0.44%
$136B
$2.91 Million 3.52% of portfolio
8,324
Q2 2025 Added 59.83%
$3.95T
$2.89 Million 3.5% of portfolio
5,817
Q2 2025 Added 46.71%
$227B
$2.84 Million 3.43% of portfolio
8,890
Q2 2025 Added 608.37%
$859B
$2.83 Million 3.42% of portfolio
9,765
Q2 2025 Added 499.45%
$93.6B
$2.79 Million 3.37% of portfolio
5,471
Q2 2025 Added 547.46%
$2.26T
$2.78 Million 3.35% of portfolio
12,650
Q2 2025 Added 1.43%
$545B
$2.71 Million 3.27% of portfolio
2,020
Q2 2025 Added 441.55%
$3.68B
$2.69 Million 3.25% of portfolio
6,663
Q2 2025 Added 853.22%
$229B
$2.57 Million 3.1% of portfolio
18,864
Q2 2025 New
$1.08T
$2.51 Million 3.04% of portfolio
7,914
Q2 2025 Added 18.21%
$1.24T
$2.42 Million 2.92% of portfolio
13,637
Q2 2025 Added 3.64%
$3.69T
$2.4 Million 2.9% of portfolio
11,721
Q2 2025 Added 67.92%
$9.53B
$2.23 Million 2.69% of portfolio
44,650
Q2 2025 Added 198.74%
$29.2B
$2.15 Million 2.59% of portfolio
6,371
Q2 2025 Added 74.17%
$16.5B
$2.03 Million 2.45% of portfolio
16,303
Q2 2025 Added 172.49%
$133B
$2.01 Million 2.42% of portfolio
2,614
Q2 2025 Added 90.94%
$95.5B
$1.9 Million 2.29% of portfolio
20,272
Q2 2025 New
$235M
$1.8 Million 2.17% of portfolio
46,369
Q2 2025 New
$5.16B
$1.79 Million 2.16% of portfolio
9,312
Q2 2025 Added 73.28%
$6.14B
$1.59 Million 1.92% of portfolio
28,688
Q2 2025 Added 772.77%
$6.77B
$1.59 Million 1.92% of portfolio
10,963
Q2 2025 Added 115.47%
$13.6B
$1.32 Million 1.6% of portfolio
13,216
Q2 2025 Added 64.66%
$97B
$229,000 0.28% of portfolio
744
Q2 2025 Reduced 86.84%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $82.8 Million
  • Prior Value $58.2 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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