PW
| |
Pinnacle Wealth Advisors13F | |
Pinnacle Wealth Advisors | |
Last update 2021-07-22 | 452 Stocks (0 new) |
Value $2.47 Bil | Turnover 0 % |
Pinnacle Wealth Advisors Top Holdings of 2021-06-30
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 350,809 | 138,051.0 | 0% | 5.600 | 0% | 0.050 | +16.45% | +8.96% | 664,077.8 | ||
SPY | S&P 500 ETF TRUST ETF | 217,666 | 93,174.0 | 0% | 3.780 | 0% | 0.020 | +16.39% | +8.89% | 654,583.2 | ||
AAPL | Apple Inc | 540,208 | 73,987.0 | 0% | 3.000 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 260,725 | 70,630.0 | 0% | 2.860 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
PNFP | Pinnacle Financial Partners Inc | 661,690 | 58,421.0 | 0% | 2.370 | 0% | 0.870 | +4.04% | -8.56% | 8,072.4 | Banks | |
SHY | iShares 1-3 Year Treasury Bond ETF | 603,277 | 51,978.0 | 0% | 2.110 | 0% | 0.230 | +0.64% | +2.60% | 23,668.1 | ||
IWF | iShares Russell 1000 Growth ETF | 175,692 | 47,698.0 | 0% | 1.930 | 0% | 0.070 | +21.96% | +9.25% | 114,323.5 | ||
AMZN | Amazon.com Inc | 265,840 | 45,726.0 | 0% | 1.850 | 0% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 276,277 | 42,972.0 | 0% | 1.740 | 0% | 0.010 | +21.80% | +25.72% | 815,415.9 | Banks | |
VEA | Vanguard FTSE Developed Markets ETF | 738,095 | 38,026.0 | 0% | 1.540 | 0% | 0.030 | +11.93% | +23.01% | 162,442.1 |
Pinnacle Wealth Advisors's Historical Top Holdings Breakdowns
Pinnacle Wealth Advisors Total Holding History ($B)
Pinnacle Wealth Advisors's Asset Allocation
Pinnacle Wealth Advisors Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Pinnacle Wealth Advisors's Hypothetical Growth since 2021-06-30
Pinnacle Wealth Advisors's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Pinnacle Wealth Advisors's Holdings Heat Map
Size field:
Pinnacle Wealth Advisors's Holdings Bubble Chart
Pinnacle Wealth Advisors News
- 1