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:
Search and click to pin securities to the top
Page 9 of 19
92189F676
Shares:3.5K
Value:$746.8K
301505707
Shares:14.3K
Value:$737.2K
81369Y852
Shares:6.7K
Value:$650.2K
464288240
Shares:11.5K
Value:$639.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip92189F676)✕ | 3.5K | All Managers (Combined) | $746.8K | ||
9.4K | QoQ -6.83% (-693)YoY -6.25% (-630) | All Managers (Combined) | $739.5K | ||
(cusip301505707)✕ | 14.3K | QoQ +2.99% (-416)YoY -2.15% (-315) | All Managers (Combined) | $737.2K | |
8.1K | All Managers (Combined) | $737.1K | |||
1.5K | QoQ +0.47% (-7)YoY -5.28% (-83) | All Managers (Combined) | $737.0K | ||
SHOPIFY INC.(SHOPcusip82509L107) | 7.6K | QoQ NEW(+7.6K) YoY NEW(+7.6K) | All Managers (Combined) | $730.3K | QoQ NEW(+$730.3K) YoY NEW(+$730.3K) |
4.2K | YoY NEW(+4.2K) | All Managers (Combined) | $712.3K | YoY NEW(+$712.3K) | |
SPDR GOLD TRUST(GLDcusip78463V107) | 2.5K | QoQ 0.00% (+0)YoY +2.91% (+70) | All Managers (Combined) | $711.1K | |
6.4K | All Managers (Combined) | $705.1K | |||
3.6K | QoQ +1.26% (-45)YoY +1.26% (+45) | All Managers (Combined) | $701.6K | ||
3.0K | QoQ +3.41% (+98)YoY -1.81% (-55) | All Managers (Combined) | $701.2K | ||
150 | QoQ +4.89% (-7)YoY +5.63% (+8) | All Managers (Combined) | $691.0K | ||
1.6K | YoY -3.34% (-55) | All Managers (Combined) | $690.3K | ||
4.7K | All Managers (Combined) | $680.2K | |||
WATERS CORP /DE/(WATcusip941848103) | 1.8K | QoQ -5.04% (-97)YoY +5.24% (+91) | All Managers (Combined) | $672.6K | |
1.9K | QoQ 0.00% (-0) | All Managers (Combined) | $670.2K | ||
Blackstone Inc.(BXcusip09260D107) | 4.7K | All Managers (Combined) | $653.1K | ||
(cusip81369Y852)✕ | 6.7K | QoQ 0.00% (-0) | All Managers (Combined) | $650.2K | |
(cusip464288240)✕ | 11.5K | QoQ 0.00% (+0)YoY -1.11% (-130) | All Managers (Combined) | $639.6K | |
2.3K | All Managers (Combined) | $624.2K |