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 11 of 19
46641Q837
Shares:10.4K
Value:$525.3K
33738R118
Shares:7.0K
Value:$517.6K
46431W507
Shares:9.4K
Value:$477.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46641Q837)✕ | 10.4K | All Managers (Combined) | $525.3K | ||
(cusip33738R118)✕ | 7.0K | QoQ +0.44% (-31)YoY +0.44% (+31) | All Managers (Combined) | $517.6K | |
2.7K | All Managers (Combined) | $512.7K | |||
4.6K | QoQ +1.57% (+71)YoY +0.54% (+25) | All Managers (Combined) | $508.5K | ||
2.5K | QoQ +3.74% (-89) | All Managers (Combined) | $507.0K | ||
3.0K | YoY NEW(+3.0K) | All Managers (Combined) | $497.4K | YoY NEW(+$497.4K) | |
4.9K | QoQ +0.20% (+10)YoY +9.03% (+407) | All Managers (Combined) | $495.7K | ||
5.7K | QoQ +1.14% (+64)YoY +2.07% (+115) | All Managers (Combined) | $492.9K | ||
Cigna Group(CIcusip125523100) | 1.5K | QoQ -6.04% (-96) | All Managers (Combined) | $490.9K | |
8.2K | YoY NEW(+8.2K) | All Managers (Combined) | $488.4K | YoY NEW(+$488.4K) | |
4.2K | QoQ -9.36% (-436)YoY -4.88% (-217) | All Managers (Combined) | $488.1K | ||
5.2K | QoQ 0.00% (-0) | All Managers (Combined) | $485.7K | ||
INTUIT INC.(INTUcusip461202103) | 791 | QoQ +2.59% (+20) | All Managers (Combined) | $485.7K | |
3.3K | QoQ -1.49% (-50) | All Managers (Combined) | $482.6K | ||
(cusip46431W507)✕ | 9.4K | All Managers (Combined) | $477.6K | ||
5.8K | QoQ +6.90% (+374)YoY +7.26% (+392) | All Managers (Combined) | $476.3K | ||
13.0K | QoQ +2.54% (+322)YoY +2.53% (+321) | All Managers (Combined) | $469.3K | ||
9.7K | All Managers (Combined) | $468.9K | |||
Phillips 66(PSXcusip718546104) | 3.8K | QoQ -0.60% (-23) | All Managers (Combined) | $468.4K | |
NOVARTIS AG(NVScusip66987V109) | 4.1K | QoQ +1.20% (+49)YoY -1.22% (-51) | All Managers (Combined) | $458.4K |