Pinnacle Wealth Management, LLC Portfolio Holdings by Sector
Pinnacle Wealth Management, LLC
- $82.7 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWM SCHA BKLC FNDE XLK 5 stocks |
$14,055
16.99% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR PANW MSFT CRWD 4 stocks |
$9,032
10.92% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$6,869
8.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$6,188
7.48% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON TDG 2 stocks |
$6,002
7.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
ANET SMCI 2 stocks |
$3,911
4.73% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO 2 stocks |
$3,405
4.12% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,277
3.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$2,769
3.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$2,546
3.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,508
3.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$2,455
2.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
KIM 1 stocks |
$2,425
2.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2,398
2.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$2,317
2.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$2,280
2.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$2,144
2.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$2,126
2.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1,769
2.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS 1 stocks |
$1,724
2.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,351
1.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$1,171
1.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|