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 14 of 19
46654Q724
Shares:5.8K
Value:$345.5K
92206C409
Shares:4.3K
Value:$341.0K
33734X192
Shares:3.3K
Value:$336.5K
97717W604
Shares:10.5K
Value:$335.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
ONEOK INC /NEW/(OKEcusip682680103) | 3.5K | QoQ -0.47% (-17) | All Managers (Combined) | $350.0K | |
8.5K | QoQ -0.43% (-37)YoY -0.22% (-19) | All Managers (Combined) | $348.7K | ||
695 | All Managers (Combined) | $345.8K | |||
(cusip46654Q724)✕ | 5.8K | QoQ NEW(+5.8K) YoY NEW(+5.8K) | All Managers (Combined) | $345.5K | QoQ NEW(+$345.5K) YoY NEW(+$345.5K) |
1.5K | QoQ +2.96% (+42)YoY +8.89% (+119) | All Managers (Combined) | $345.1K | ||
712 | QoQ +3.03% (-21)YoY -4.30% (-32) | All Managers (Combined) | $344.7K | ||
5.4K | QoQ +2.31% (-123)YoY +6.22% (+318) | All Managers (Combined) | $344.0K | ||
1.8K | QoQ +2.04% (-37) | All Managers (Combined) | $343.2K | ||
(cusip92206C409)✕ | 4.3K | All Managers (Combined) | $341.0K | ||
1.7K | All Managers (Combined) | $340.5K | |||
985 | QoQ +1.96% (+19)YoY -5.47% (-57) | All Managers (Combined) | $340.1K | ||
353 | QoQ 0.00% (+0)YoY -11.97% (-48) | All Managers (Combined) | $339.2K | ||
4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $338.4K | YoY NEW(+$338.4K) | |
(cusip33734X192)✕ | 3.3K | QoQ +7.61% (-233)YoY +6.19% (+192) | All Managers (Combined) | $336.5K | |
(cusip97717W604)✕ | 10.5K | All Managers (Combined) | $335.2K | ||
GE Vernova Inc.(GEVcusip36828A101) | 1.1K | QoQ -0.36% (-4)YoY NEW(+1.1K) | All Managers (Combined) | $332.1K | YoY NEW(+$332.1K) |
2.3K | QoQ +3.67% (-82)YoY -0.89% (-21) | All Managers (Combined) | $331.6K | ||
6.5K | All Managers (Combined) | $326.5K | |||
OGE ENERGY CORP.(OGEcusip670837103) | 7.1K | QoQ -0.82% (-59)YoY -0.82% (-59) | All Managers (Combined) | $325.1K | |
2.9K | QoQ +4.33% (+121)YoY -2.27% (-68) | All Managers (Combined) | $322.4K |