Pinnacle-Wealth-Management-Advisory-Group

Filing Details

13F-HR2025-03-31
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% identified
294 identified72 unidentified

Holdings

366 positions
Manager:
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Page 10 of 19
Salesforce, Inc.
Shares:2.3K
Value:$617.8K
92204A702
Shares:1.1K
Value:$604.2K
FISERV INC
Shares:2.7K
Value:$603.7K
464288513
Shares:7.6K
Value:$597.0K
464288414
Shares:5.6K
Value:$586.0K
Duke Energy CORP
Shares:4.8K
Value:$584.8K
46432F842
Shares:7.7K
Value:$583.8K
MCKESSON CORP
Shares:865
Value:$582.2K
81369Y704
Shares:4.4K
Value:$579.3K
921946794
Shares:7.8K
Value:$576.5K
DOMINION ENERGY, INC
Shares:10.0K
Value:$558.6K
Chubb Ltd
Shares:1.8K
Value:$552.3K
PROGRESSIVE CORP/OH/
Shares:1.9K
Value:$545.4K
808524102
Shares:25.2K
Value:$543.3K
STRYKER CORP
Shares:1.4K
Value:$537.9K
ServiceNow, Inc.
Shares:674
Value:$536.6K
S&P Global Inc.
Shares:1.1K
Value:$535.5K
SYSCO CORP
Shares:7.1K
Value:$534.8K
Mondelez International, Inc.
Shares:7.9K
Value:$532.8K
ALTRIA GROUP, INC.
Shares:8.8K
Value:$530.2K