Pinnacle Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $82.7 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $12.3M, Nvidia Corp with a value of $4.22M, Axon Enterprise, Inc. with a value of $3.71M, Amazon Com Inc with a value of $3.28M, and Meta Platforms, Inc. with a value of $3.18M.

Examining the 13F form we can see an increase of $3.63M in the current position value, from $79.1M to 82.7M.

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

Portfolio value $82.7 Million
Technology: $26.5 Million
ETFs: $14.1 Million
Industrials: $10.7 Million
Communication Services: $7.96 Million
Healthcare: $7.35 Million
Financial Services: $6.72 Million
Consumer Cyclical: $5.68 Million
Real Estate: $2.43 Million
Other: $1.35 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $82.7 Million
  • Prior Value $79.1 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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