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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92189F676
Shares:3.5K
Value:$746.8K
SCHWAB CHARLES CORP
Shares:9.4K
Value:$739.5K
301505707
Shares:14.3K
Value:$737.2K
922908553
Shares:8.1K
Value:$737.1K
INTUITIVE SURGICAL INC
Shares:1.5K
Value:$737.0K
SHOPIFY INC.
Shares:7.6K
Value:$730.3K
Expedia Group, Inc.
Shares:4.2K
Value:$712.3K
SPDR GOLD TRUST
Shares:2.5K
Value:$711.1K
UNITED PARCEL SERVICE INC
Shares:6.4K
Value:$705.1K
Madison Square Garden Sports Corp.
Shares:3.6K
Value:$701.6K
UNION PACIFIC CORP
Shares:3.0K
Value:$701.2K
Booking Holdings Inc.
Shares:150
Value:$691.0K
Elevance Health, Inc.
Shares:1.6K
Value:$690.3K
Marathon Petroleum Corp
Shares:4.7K
Value:$680.2K
WATERS CORP /DE/
Shares:1.8K
Value:$672.6K
464287614
Shares:1.9K
Value:$670.2K
Blackstone Inc.
Shares:4.7K
Value:$653.1K
81369Y852
Shares:6.7K
Value:$650.2K
464288240
Shares:11.5K
Value:$639.6K
GENERAL DYNAMICS CORP
Shares:2.3K
Value:$624.2K