Pinnacle-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "BEPC",
  null,
  "ABBV",
  "GOOGL",
  "CCI",
  "DUK",
  "HD",
  null,
  "EVGO",
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  "SKE.TO",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  null,
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  "PEP",
  "ECL",
  "NVDA",
  "GS",
  "PG",
  "VZ",
  null,
  null,
  null,
  "AMT",
  "RSG",
  null,
  "UPS",
  "NEM",
  "HL",
  "DTM",
  null,
  null,
  null,
  null,
  "IEF",
  "TSM",
  null,
  null,
  "SDY",
  "KT",
  "BIPC",
  "MSI",
  "CMS",
  null,
  "VXUS",
  "VOO",
  null,
  "V",
  null,
  "WELL",
  "DTE",
  null,
  "SCHD",
  "NOK",
  "SO",
  "DIA",
  "IXUS",
  null,
  "NGD",
  null,
  "CVX",
  "COST",
  "RSP",
  "VMC",
  "NEE",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 105
Total Value: 143377004
Accession Number: 0001868491-25-000002
Form Type: 13F-HR
CIK: pinnacle-wealth-management-group
Manager Name: Pinnacle-Wealth-Management-Group

Data Enrichment

59% identified

62 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

105 positions • $143.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287457

Shares:7.8K

Value:$645.9K

% of Portfolio:0.5% ($645.9K/$143.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:5.7K

Value:$626.9K

% of Portfolio:0.4% ($626.9K/$143.4M)

45782C664

Shares:14.8K

Value:$619.5K

% of Portfolio:0.4% ($619.5K/$143.4M)

Alphabet Inc.

GOOG|02079K107

Shares:4.0K

Value:$617.9K

% of Portfolio:0.4% ($617.9K/$143.4M)

922908769

VTI|922908769

Shares:2.2K

Value:$611.0K

% of Portfolio:0.4% ($611.0K/$143.4M)

45782C508

Shares:14.7K

Value:$609.0K

% of Portfolio:0.4% ($609.0K/$143.4M)

464287507

IJH|464287507

Shares:9.7K

Value:$564.0K

% of Portfolio:0.4% ($564.0K/$143.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.4K

Value:$519.0K

% of Portfolio:0.4% ($519.0K/$143.4M)

Duke Energy CORP

DUK|26441C204

Shares:4.2K

Value:$518.1K

% of Portfolio:0.4% ($518.1K/$143.4M)

ORACLE CORP

ORCL|68389X105

Shares:3.7K

Value:$516.7K

% of Portfolio:0.4% ($516.7K/$143.4M)

Brookfield Infrastructure Corp

BIPC|11276H106

Shares:14.1K

Value:$511.0K

% of Portfolio:0.4% ($511.0K/$143.4M)

ECOLAB INC.

ECL|278865100

Shares:2.0K

Value:$509.8K

% of Portfolio:0.4% ($509.8K/$143.4M)

WELLTOWER INC.

WELL|95040Q104

Shares:3.3K

Value:$508.3K

% of Portfolio:0.4% ($508.3K/$143.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.2K

Value:$503.7K

% of Portfolio:0.4% ($503.7K/$143.4M)

SOUTHERN CO

SO|842587107

Shares:5.4K

Value:$498.7K

% of Portfolio:0.3% ($498.7K/$143.4M)

37954Y673

Shares:13.2K

Value:$497.4K

% of Portfolio:0.3% ($497.4K/$143.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.9K

Value:$485.9K

% of Portfolio:0.3% ($485.9K/$143.4M)

CHEVRON CORP

CVX|166764100

Shares:2.7K

Value:$457.4K

% of Portfolio:0.3% ($457.4K/$143.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.8K

Value:$456.5K

% of Portfolio:0.3% ($456.5K/$143.4M)

CROWN CASTLE INC.

CCI|22822V101

Shares:4.3K

Value:$449.9K

% of Portfolio:0.3% ($449.9K/$143.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287457)✕	7.8K	QoQ +5.40% (+400) YoY -13.96% (-1.3K)	All Managers (Combined)	$645.9K	0.5% ($645.9K/$143.4M)	QoQ +6.36% (+$38.6K) YoY -12.96% (-$96.2K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	5.7K	QoQ -37.69% (-3.4K) YoY -49.88% (-5.7K)	All Managers (Combined)	$626.9K	0.4% ($626.9K/$143.4M)	QoQ -45.65% (-$526.6K) YoY -62.91% (-$1.1M)
(cusip45782C664)✕	14.8K	QoQ -3.13% (-480) YoY +8.56% (+1.2K)	All Managers (Combined)	$619.5K	0.4% ($619.5K/$143.4M)	QoQ -5.67% (-$37.3K) YoY +15.45% (+$82.9K)
Alphabet Inc.(GOOGcusip02079K107)	4.0K	QoQ +6.48% (-241) YoY +3.15% (+121)	All Managers (Combined)	$617.9K	0.4% ($617.9K/$143.4M)	QoQ -12.64% (-$89.4K) YoY +5.84% (+$34.1K)
(VTIcusip922908769)	2.2K	QoQ -3.80% (-88) YoY +0.95% (+21)	All Managers (Combined)	$611.0K	0.4% ($611.0K/$143.4M)	QoQ -8.77% (-$58.8K) YoY +6.75% (+$38.7K)
(cusip45782C508)✕	14.7K	QoQ 0.00% (-0) YoY -14.54% (-2.5K)	All Managers (Combined)	$609.0K	0.4% ($609.0K/$143.4M)	QoQ -1.84% (-$11.5K) YoY -9.39% (-$63.1K)
(IJHcusip464287507)	9.7K	QoQ +47.26% (+3.1K) YoY +29.99% (+2.2K)	All Managers (Combined)	$564.0K	0.4% ($564.0K/$143.4M)	QoQ +37.90% (+$155.0K) YoY +24.87% (+$112.3K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.4K	QoQ -2.05% (-50) YoY -7.37% (-190)	All Managers (Combined)	$519.0K	0.4% ($519.0K/$143.4M)	QoQ +16.20% (-$72.4K) YoY +2.00% (-$10.2K)
Duke Energy CORP(DUKcusip26441C204)	4.2K	QoQ +13.34% (+500) YoY +14.16% (+527)	All Managers (Combined)	$518.1K	0.4% ($518.1K/$143.4M)	QoQ +28.31% (+$114.3K) YoY +43.98% (+$158.3K)
ORACLE CORP(ORCLcusip68389X105)	3.7K	QoQ 0.00% (-0) YoY +5.72% (+200)	All Managers (Combined)	$516.7K	0.4% ($516.7K/$143.4M)	QoQ -16.10% (-$99.2K) YoY +17.67% (+$77.6K)
Brookfield Infrastructure Corp(BIPCcusip11276H106)	14.1K	QoQ 0.00% (-0) YoY NEW(+14.1K)	All Managers (Combined)	$511.0K	0.4% ($511.0K/$143.4M)	QoQ -9.54% (-$53.9K) YoY NEW(+$511.0K)
ECOLAB INC.(ECLcusip278865100)	2.0K	QoQ 0.00% (+0) YoY +0.55% (+11)	All Managers (Combined)	$509.8K	0.4% ($509.8K/$143.4M)	QoQ +8.19% (+$38.6K) YoY +10.40% (+$48.0K)
WELLTOWER INC.(WELLcusip95040Q104)	3.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$508.3K	0.4% ($508.3K/$143.4M)	QoQ +21.56% (+$90.2K) YoY +63.96% (+$198.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$503.7K	0.4% ($503.7K/$143.4M)	QoQ +10.56% (+$48.1K) YoY +2.31% (+$11.4K)
SOUTHERN CO(SOcusip842587107)	5.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$498.7K	0.3% ($498.7K/$143.4M)	QoQ +11.69% (+$52.2K) YoY +28.17% (+$109.6K)
(cusip37954Y673)✕	13.2K	QoQ -4.78% (-662) YoY -77.69% (-45.9K)	All Managers (Combined)	$497.4K	0.3% ($497.4K/$143.4M)	QoQ -11.09% (-$62.1K) YoY -78.85% (-$1.9M)
JOHNSON & JOHNSON(JNJcusip478160104)	2.9K	QoQ -20.76% (-768) YoY -51.57% (-3.1K)	All Managers (Combined)	$485.9K	0.3% ($485.9K/$143.4M)	QoQ -9.14% (-$48.9K) YoY -49.23% (-$471.3K)
CHEVRON CORP(CVXcusip166764100)	2.7K	QoQ 0.00% (+0) YoY -5.69% (-165)	All Managers (Combined)	$457.4K	0.3% ($457.4K/$143.4M)	QoQ +15.49% (+$61.4K) YoY +0.01% (-$83)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.8K	QoQ -3.50% (-100) YoY -3.50% (-100)	All Managers (Combined)	$456.5K	0.3% ($456.5K/$143.4M)	QoQ -18.89% (-$106.3K) YoY +17.73% (-$68.8K)
CROWN CASTLE INC.(CCIcusip22822V101)	4.3K	QoQ +11.92% (+460) YoY +15.58% (+582)	All Managers (Combined)	$449.9K	0.3% ($449.9K/$143.4M)	QoQ +28.51% (+$99.8K) YoY +13.81% (+$54.6K)