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Pinnacle Wealth Advisors

13F
Pinnacle Wealth Advisors
Last update 2021-07-22 452 Stocks (0 new)
Value $2.47 Bil Turnover 0 %
Countries:
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)

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Pinnacle Wealth Advisors's Asset Allocation

To

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

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Year Portfolio % % Excess Gain %

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