Pinnacle Wealth Management, LLC Portfolio Holdings by Sector
Pinnacle Wealth Management, LLC
- $88 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JEPI SPHY SCHA SPYG SPSM BKLC XLK FNDE 8 stocks |
$28,100
31.94% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR HOOD MSFT 3 stocks |
$10,072
11.45% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META SPOT 3 stocks |
$7,495
8.52% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP MSTR 2 stocks |
$6,375
7.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA 2 stocks |
$4,852
5.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON KTOS 2 stocks |
$4,808
5.47% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$4,139
4.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$3,106
3.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS IBKR 2 stocks |
$2,720
3.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$2,702
3.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,617
2.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$2,609
2.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS 1 stocks |
$2,279
2.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$2,270
2.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME 1 stocks |
$2,040
2.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$1,794
2.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|