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 • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 6 of 19
Shares:10.1K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.1B)
464287341
Shares:40.0K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$1.1B)
97717Y527
Shares:29.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
464288687
Shares:45.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.1B)
464287879
Shares:14.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.1B)
464287226
Shares:13.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.1B)
46428R107
Shares:55.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 10.1K | QoQ -2.11% (-218)YoY -6.56% (-709) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | ||
PAYCHEX INC(PAYXcusip704326107) | 11.4K | QoQ -0.61% (-70)YoY -5.89% (-713) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$1.1B) | |
(cusip464287341)✕ | 40.0K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$1.1B) | ||
PFIZER INC(PFEcusip717081103) | 65.6K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$1.1B) | ||
| 2.9K | QoQ -0.13% (-4) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
| 6.7K | QoQ -3.47% (-240)YoY +7.48% (-464) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | ||
| 7.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | |||
ORACLE CORP(ORCLcusip68389X105) | 10.9K | QoQ -0.05% (-6)YoY +0.16% (+18) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | |
(cusip97717Y527)✕ | 29.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | ||
CUMMINS INC(CMIcusip231021106) | 4.7K | QoQ -0.38% (-18)YoY -2.98% (-143) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | |
| 48.9K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | |||
(cusip464288687)✕ | 45.0K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | ||
Accenture plc(ACNcusipG1151C101) | 4.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | ||
(cusip464287879)✕ | 14.0K | QoQ -0.53% (-76)YoY +0.27% (-39) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | |
| 46.2K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | |||
| 15.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
(cusip464287226)✕ | 13.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
| 7.5K | QoQ 0.00% (-0)YoY -0.09% (-7) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
| 20.9K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | |||
(cusip46428R107)✕ | 55.0K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) |