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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
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 350,809 | 138,051.0 | 0% | 5.600 | 0% | 0.050 | +18.82% | +8.89% | 663,622.4 | ||
SPY | S&P 500 ETF TRUST ETF | 217,666 | 93,174.0 | 0% | 3.780 | 0% | 0.020 | +18.80% | +8.86% | 654,366.5 | ||
AAPL | Apple Inc | 540,208 | 73,987.0 | 0% | 3.000 | 0% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 260,725 | 70,630.0 | 0% | 2.860 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
PNFP | Pinnacle Financial Partners Inc | 661,690 | 58,421.0 | 0% | 2.370 | 0% | 0.870 | +9.57% | -6.06% | 8,292.5 | Banks | |
SHY | iShares 1-3 Year Treasury Bond ETF | 603,277 | 51,978.0 | 0% | 2.110 | 0% | 0.230 | +0.84% | +2.69% | 23,688.1 | ||
IWF | iShares Russell 1000 Growth ETF | 175,692 | 47,698.0 | 0% | 1.930 | 0% | 0.070 | +25.04% | +8.94% | 113,994.5 | ||
AMZN | Amazon.com Inc | 265,840 | 45,726.0 | 0% | 1.850 | 0% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 276,277 | 42,972.0 | 0% | 1.740 | 0% | 0.010 | +23.79% | +25.81% | 815,993.3 | Banks | |
VEA | Vanguard FTSE Developed Markets ETF | 738,095 | 38,026.0 | 0% | 1.540 | 0% | 0.030 | +14.16% | +23.88% | 163,588.6 |
Pinnacle Wealth Advisors's Historical Top Holdings Breakdowns
Pinnacle Wealth Advisors Total Holding History ($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 |
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Pinnacle Wealth Advisors's Hypothetical Growth since 2021-06-30
Pinnacle Wealth Advisors's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Pinnacle Wealth Advisors's Holdings Heat Map
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Pinnacle Wealth Advisors's Holdings Bubble Chart
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