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Pinnacle Wealth Management Group, Inc.13F | |
| Pinnacle Wealth Management Group, Inc. | |
| Last update 2025-04-11 | 105 Stocks (10 new) |
| Value $143.00 Mil | Turnover 10 % |
Pinnacle Wealth Management Gro... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UITB | VICTORY PTF II | 168,855 | 7,926.1 | +4.70% | 5.530 | +0.25% | 0.330 | +1.26% | +1.79% | 2,341.5 | ||
TBIL | US Treasury 3 Month Bill ETF | 149,510 | 7,477.0 | +3.26% | 5.210 | +0.16% | 0.140 | -0.05% | +0.15% | 5,805.4 | ||
VMBS |
Vanguard Mortgage-Backed Securities ETF
Vanguard Mortgage-Backed Securities ETF
| 161,382 | 7,473.6 | +4.42% | 5.210 | +0.22% | 0.040 | +1.30% | +1.72% | 14,467.6 | ||
USTB | VICTORY PTF II | 138,972 | 7,038.9 | +2.83% | 4.910 | +0.14% | 0.620 | +0.58% | +0.96% | 1,312.7 | ||
MSFT | Microsoft Corp | 13,890 | 5,214.2 | -3.84% | 3.640 | -0.15% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
RSP | Invesco S&P 500 Equal Weight ETF | 28,834 | 4,994.9 | -4.18% | 3.480 | -0.14% | 0.010 | +13.82% | +6.08% | 74,612.5 | ||
QFLR |
Innovator Nasdaq-100 Managed Floor ETF
Innovator Nasdaq-100 Managed Floor ETF
| 184,575 | 4,985.4 | -11.69% | 3.480 | -0.45% | 1.920 | +14.89% | +4.79% | 306.4 | ||
SFLR | Innovator Equity Managed Floor ETF | 148,858 | 4,672.6 | -14.05% | 3.260 | -0.49% | 0.640 | +11.03% | +4.20% | 869.2 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 56,826 | 4,246.0 | -8.83% | 2.960 | -0.24% | 0.050 | +2.06% | +5.21% | 7,659.6 | ||
COWZ | Pacer US Cash Cows 100 ETF | 77,321 | 4,234.1 | +4.32% | 2.950 | +0.12% | 0.020 | +12.57% | +0.51% | 20,635.9 |
Pinnacle Wealth Management Group, Inc.'s Historical Top Holdings Breakdowns
Pinnacle Wealth Management Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out Sold Out | -3.58% | 468.34 ($508.07) 539.52 | $561.25 | 10.47% | Sold Out | 0 | -11,235 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | New Buy New Buy | +2.91% | 58.01 ($61.77) 64.46 | $69.82 | 13.03% | New holding | 67,089 | 67,089 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-03-31 | Reduce Reduce | -2.72% | 65.06 ($69.34) 72.31 | $78.17 | 12.73% | Reduce -92.99% | 4,972 | -66,004 | |
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -2.20% | 209.68 ($231.67) 247.1 | $214.40 | -7.45% | Sold Out | 0 | -14,125 | |
VPU | Vanguard Utilities ETF | 2025-03-31 | New Buy New Buy | +1.63% | 161.24 ($168.92) 173.33 | $183.76 | 8.79% | New holding | 13,717 | 13,717 | |
KBWB | Invesco KBW Bank ETF | 2025-03-31 | New Buy New Buy | +1.45% | 60.05 ($67.25) 72.21 | $74.03 | 10.08% | New holding | 33,019 | 33,019 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -1.41% | 100.34 ($100.51) 100.68 | $100.62 | 0.11% | Sold Out | 0 | -22,524 | |
AEM | Agnico Eagle Mines Ltd | 2025-03-31 | Sold Out Sold Out | -1.19% | 79.66 ($95.62) 108.41 | $128.62 | 34.51% | Sold Out | 0 | -24,407 | |
AMZN | Amazon.com Inc | 2025-03-31 | Sold Out Sold Out | -0.96% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Sold Out | 0 | -7,011 | |
AGI | Alamos Gold Inc | 2025-03-31 | Sold Out Sold Out | -0.81% | 18.69 ($22.55) 26.74 | $26.38 | 16.98% | Sold Out | 0 | -70,671 |
Pinnacle Wealth Management Group, Inc. Total Holding History ($B)
Pinnacle Wealth Management Group, Inc.'s Asset Allocation
Pinnacle Wealth Management Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pinnacle Wealth Management Group, Inc.'s Hypothetical Growth since 2025-03-31
Pinnacle Wealth Management Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pinnacle Wealth Management Group, Inc.'s Holdings Heat Map
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Pinnacle Wealth Management Group, Inc.'s Holdings Bubble Chart
Pinnacle Wealth Management Group, Inc. News
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