Pinnacle Wealth Management, LLC Portfolio Holdings
Pinnacle Wealth Management, LLC
- $82.7 Million
- Q3 2024
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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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