Pinnacle-Wealth-Management-Advisory-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VSGX", "ITRI", "QRVO", "TROW", "RJF", null, null, "HUM", "MSGS", "MU", "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", null, "VONG", null, "ALL", "GOOGL", "PRKS", "AXP", "UNIT", "AIG", "ASML", "T", "BLK", "CAT", "AVGO", "LOW", "BYD", "BSX", "CRBU", "COF", "CMI", null, null, "DUK", "D", "LASR", null, "UEC", "EXPE", "OSW", "GD", null, "ABOS", "GILD", "GIS", "HLT", "HON", "HD", null, "MCD", "INTU", null, null, "GERN", "UNP", "QCOM", null, "ISRG", "HWM", "ITW", "AMAT", "EMR", "BKNG", "ICE", "MUB", "META", null, null, "IVW", "IJH", null, "TLS", null, "LHX", "LRCX", "IWS", "LIN", "MPC", "MMC", "MA", null, "MDT", "MSFT", "MAA", "MDLZ", "MS", "TMUS", "FICO", "GE", "GLNG", "NVS", "OXY", "ORLY", "PCAR", "BX", "AMP", "IJR", "ANET", "KLAC", "IWD", "ORCL", "NOC", "OKE", null, "PAYX", "VGIT", null, "VHT", null, null, null, null, "IWF", "PANW", "PEP", "PNC", null, "PGR", "IEMG", null, "IVV", null, null, "PHM", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", null, "VZ", null, "AMGN", "REGN", "IEFA", "SPGI", "SCHX", "NOW", "SHW", "SHOP", "SPG", "ROP", "RTX", "GLD", null, null, "AMT", null, "IBM", "SYK", "SBUX", "SNPS", "CI", "TXN", "TGT", "TMO", "TJX", null, null, null, null, null, "TDG", null, "TFC", "TRV", "UPS", "VNQ", "VO", "MET", "VXF", "VV", "RCL", "VOE", "OGE", "SCHW", "MNST", "VWO", "VSS", null, null, "NJR", null, "VCIT", "VIG", null, "IEF", null, "GHC", null, "ETR", null, "VYM", null, "VRTX", null, "TT", "LITE", "GM", "AFL", "APH", "AMD", "SDY", "FI", "DOV", "DEO", "AJG", "WM", "IWP", "IWR", null, null, "PEG", "NVO", "AMZN", "MSI", "SCHB", "TTWO", "IVE", "HCA", null, null, "PLUG", null, null, "VEU", "VGT", "ESGV", "VUG", "VLO", "VEA", "VGK", "VYMI", null, "VXUS", "VOOG", "VBK", "VTEB", "BND", "VBR", "BSV", "VT", "VB", "VOO", "VTV", "V", "WMT", "WAT", "WFC", "WELL", "WMB", null, null, null, null, "XYL", null, "FNF", "SCHD", null, null, "SCHA", "NSC", null, "SO", "TRMB", "PPL", "OTIS", "PSX", "CRM", "SYY", "DIA", null, null, "IXUS", "MTUM", "LYB", null, "GEV", "DGRO", "MCK", null, null, "GWW", "FDX", null, "ADP", "AZO", "BAC", null, "BK", "BRK-B", "BA", "BMY", "BR", "CDNS", "CARR", "CVX", "CB", "CMG", "CTAS", "CSCO", "NET", "C", "CLX", "KO", "COHR", "CMCSA", "CL", "COP", "CVLT", "CEG", "ED", "COST", "CVS", "CSX", "DHR", "DH", "DE", null, "DLR", "RSP", "IJT", null, "EFA", "ADI", "MCO", "NEE", "NKE", "MAR", "QQQ", "IWM", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "MO", "XLK", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 366
- Total Value
- 1071933668
- Accession Number
- 0001631864-25-000005
- Form Type
- 13F-HR
- Manager Name
- Pinnacle-Wealth-Management-Advisory-Group
Data Enrichment
80% identified294 identified72 unidentified
Holdings
366 positions
Manager:
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Page 10 of 19
464288513
Shares:7.6K
Value:$597.0K
81369Y704
Shares:4.4K
Value:$579.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Salesforce, Inc.(CRMcusip79466L302) | 2.3K | All Managers (Combined) | $617.8K | ||
1.1K | All Managers (Combined) | $604.2K | |||
FISERV INC(FIcusip337738108) | 2.7K | QoQ +0.29% (+8)YoY +2.82% (+75) | All Managers (Combined) | $603.7K | |
(cusip464288513)✕ | 7.6K | All Managers (Combined) | $597.0K | ||
5.6K | All Managers (Combined) | $586.0K | |||
Duke Energy CORP(DUKcusip26441C204) | 4.8K | All Managers (Combined) | $584.8K | ||
7.7K | YoY NEW(+7.7K) | All Managers (Combined) | $583.8K | YoY NEW(+$583.8K) | |
MCKESSON CORP(MCKcusip58155Q103) | 865 | QoQ +4.21% (+35)YoY -0.68% (-6) | All Managers (Combined) | $582.2K | |
(cusip81369Y704)✕ | 4.4K | All Managers (Combined) | $579.3K | ||
7.8K | All Managers (Combined) | $576.5K | |||
10.0K | QoQ -2.19% (-224)YoY -7.00% (-751) | All Managers (Combined) | $558.6K | ||
1.8K | QoQ +8.48% (+143)YoY +5.47% (+95) | All Managers (Combined) | $552.3K | ||
1.9K | QoQ +2.06% (+39)YoY +7.23% (+130) | All Managers (Combined) | $545.4K | ||
25.2K | All Managers (Combined) | $543.3K | |||
STRYKER CORP(SYKcusip863667101) | 1.4K | QoQ +1.68% (+24) | All Managers (Combined) | $537.9K | |
ServiceNow, Inc.(NOWcusip81762P102) | 674 | QoQ 0.00% (-0)YoY +0.59% (+4) | All Managers (Combined) | $536.6K | |
S&P Global Inc.(SPGIcusip78409V104) | 1.1K | QoQ +2.52% (+26) | All Managers (Combined) | $535.5K | |
SYSCO CORP(SYYcusip871829107) | 7.1K | QoQ -2.59% (-190)YoY -3.23% (-238) | All Managers (Combined) | $534.8K | |
7.9K | All Managers (Combined) | $532.8K | |||
8.8K | All Managers (Combined) | $530.2K |