PW
| |
Pinnacle Wealth Management, LLC13F | |
| Pinnacle Wealth Management, LLC | |
| Last update 2025-05-13 | 62 Stocks (42 new) |
| Value $89.00 Mil | Turnover 68 % |
Pinnacle Wealth Management, LL... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 604,704 | 15,934.0 | +4,192.33% | 17.950 | +17.53% | 0.330 | +4.27% | +4.45% | 5,790.4 | ||
JBND | JP MORGAN ETF TRUS | 190,615 | 10,201.7 | New Holding | 11.490 | +11.49% | 0.530 | +2.11% | +3.69% | 2,288.7 | ||
JEPI | JPMorgan Equity Premium Income ETF | 159,767 | 9,129.1 | New Holding | 10.280 | +10.28% | 0.020 | +7.87% | +3.08% | 40,886.4 | ||
NVDA | NVIDIA Corp | 34,726 | 3,763.6 | +0.29% | 4.240 | +0.01% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
PLTR | Palantir Technologies Inc | 37,834 | 3,193.2 | -43.82% | 3.600 | -2.48% | 0.000 | +60.47% | +87.89% | 335,343.6 | Software | |
META | Meta Platforms Inc | 4,570 | 2,634.0 | -17.14% | 2.970 | -0.62% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
AXON | Axon Enterprise Inc | 4,586 | 2,412.0 | -11.81% | 2.720 | -0.41% | 0.010 | +28.46% | +22.77% | 56,801.5 | Aerospace & Defense | |
AMZN | Amazon.com Inc | 12,472 | 2,372.8 | -28.51% | 2.670 | -1.21% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
GOOG | Alphabet Inc | 13,158 | 2,055.8 | -25.94% | 2.320 | -0.98% | 0.000 | +13.88% | -4.57% | 2,192,674.9 | Interactive Media | |
ANET | Arista Networks Inc | 24,041 | 1,862.7 | -23.80% | 2.100 | -0.92% | 0.000 | +49.40% | -1.77% | 136,355.4 | Hardware |
Pinnacle Wealth Management, LLC's Historical Top Holdings Breakdowns
Pinnacle Wealth Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +17.53% | 25.77 ($26.17) 26.48 | $26.32 | 0.57% | Add 4192.33% | 604,704 | 590,616 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Sold Out Sold Out | -13.50% | 198.1 ($216.92) 229.79 | $221.70 | 2.20% | Sold Out | 0 | -54,901 | |
JBND | JP MORGAN ETF TRUS | 2025-03-31 | New Buy New Buy | +11.49% | 51.74 ($52.79) 53.63 | $52.98 | 0.36% | New holding | 190,615 | 190,615 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | New Buy New Buy | +10.28% | 56.17 ($58.26) 59.71 | $56.76 | -2.57% | New holding | 159,767 | 159,767 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Sold Out Sold Out | -3.24% | 476.78 ($553.02) 610.45 | $512.06 | -7.41% | Sold Out | 0 | -5,580 | |
CAT | Caterpillar Inc | 2025-03-31 | Sold Out Sold Out | -2.59% | 326.75 ($356.21) 407.63 | $405.92 | 13.96% | Sold Out | 0 | -6,425 | |
SMLR | Semler Scientific Inc | 2025-03-31 | Sold Out Sold Out | -2.54% | 32.62 ($46.85) 64.94 | $45.53 | -2.82% | Sold Out | 0 | -42,210 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -2.48% | 64.98 ($87.82) 124.62 | $142.10 | 61.81% | Reduce -43.82% | 37,834 | -29,509 | |
KRE | SPDR S&P Regional Banking ETF | 2025-03-31 | Sold Out Sold Out | -2.44% | 55.11 ($60.77) 65.5 | $62.89 | 3.49% | Sold Out | 0 | -36,291 | |
AXP | American Express Co | 2025-03-31 | Reduce Reduce | -2.38% | 255.39 ($295.58) 325.87 | $319.47 | 8.08% | Reduce -85.17% | 1,255 | -7,209 |
Pinnacle Wealth Management, LLC Total Holding History ($B)
Pinnacle Wealth Management, LLC's Asset Allocation
Pinnacle Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Pinnacle Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Pinnacle Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pinnacle Wealth Management, LLC's Holdings Heat Map
Size field:
Pinnacle Wealth Management, LLC's Holdings Bubble Chart
Pinnacle Wealth Management, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers