Pinnacle-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "BROS", null, "AXP", null, "TEAM", "APP", null, "OSPN", "QNST", "SN", null, "ATLC", "IBKR", "META", "IONQ", "MSFT", "DOCS", "ESE", "FLS", null, "ANET", "AAPL", "NVDA", "PLTR", "PSTG", "MSTR", null, "TWLO", "SNEX", "RKLB", "OSIS", "AWI", "GMED", "LRN", "SFM", "AXON", "ENVA", "GCMG", "HCKT", "AMZN", "HIMS", null, "WSM", "WING", "ZETA", "TDOC", "OKTA", "SKWD", "SPOT", "FTDR", "AVPT", "TBBK", "CDNS", "CVNA", "CVLT", "CR", "CRWD", "DOCN", "GOOG", "TSLA", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 62
- Total Value
- 88770822
- Accession Number
- 0001085146-25-003055
- Form Type
- 13F-HR
- Manager Name
- Pinnacle-Wealth-Management
Data Enrichment
89% identified55 identified7 unidentified
Holdings
62 positions • $88.8M total value
Manager:
Search and click to pin securities to the top
Page 4 of 4
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip808524730)✕ | 8.0K | QoQ +0.76% (+60)YoY NEW(+8.0K) | All Managers (Combined) | $244.9K | 0.3% ($244.9K/$88.8M) | YoY NEW(+$244.9K) |
699 | YoY NEW(+699) | All Managers (Combined) | $201.5K | 0.2% ($201.5K/$88.8M) | YoY NEW(+$201.5K) |