Pinnacle Wealth Management, LLC Portfolio Holdings
Pinnacle Wealth Management, LLC
- $86 Million
- Q4 2024
Pinnacle Wealth Management, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $86 Million distributed in 35 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $12.1M, Palantir Technologies Inc. with a value of $5.09M, Nvidia Corp with a value of $4.65M, Amazon Com Inc with a value of $3.83M, and Tesla, Inc. with a value of $3.74M.
Examining the 13F form we can see an increase of $3.28M in the current position value, from $82.7M to 86M.
Below you can find more details about Pinnacle Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$86 Million
Technology: $29.1 Million
ETFs: $16.2 Million
Industrials: $9.48 Million
Communication Services: $8.83 Million
Consumer Cyclical: $7.57 Million
Healthcare: $6.56 Million
Financial Services: $4.91 Million
Basic Materials: $2.02 Million
Other: $1.39 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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