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Pinnacle Wealth Management, LLC

13F
Pinnacle Wealth Management, LLC
Last update 2025-05-13 62 Stocks (42 new)
Value $89.00 Mil Turnover 68 %
Countries:
Top Holdings: PYLD(17.95%)JBND(11.49%)JEPI(10.28%)NVDA(4.24%)PLTR(3.60%)
Summary Stock Picks Current Portfolio
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
604,704
15,934.0
+4,192.33%
17.950
+17.53%
0.330
+0.73%
+3.18%
5,222.9
 
JBND 		JP MORGAN ETF TRUS
190,615
10,201.7
New Holding
11.490
+11.49%
0.530
+0.43%
+3.04%
2,071.1
 
JEPI 		JPMorgan Equity Premium Income ETF
159,767
9,129.1
New Holding
10.280
+10.28%
0.020
-2.19%
+0.57%
39,230.0
 
NVDA 		NVIDIA Corp
34,726
3,763.6
+0.29%
4.240
+0.01%
0.000
+19.35%
+4.25%
3,413,965.3
Semiconductors
PLTR 		Palantir Technologies Inc
37,834
3,193.2
-43.82%
3.600
-2.48%
0.000
+33.04%
+58.55%
282,977.1
Software
META 		Meta Platforms Inc
4,570
2,634.0
-17.14%
2.970
-0.62%
0.000
+4.38%
+17.03%
1,721,358.7
Interactive Media
AXON 		Axon Enterprise Inc
4,586
2,412.0
-11.81%
2.720
-0.41%
0.010
+47.39%
+32.67%
61,374.5
Aerospace & Defense
AMZN 		Amazon.com Inc
12,472
2,372.8
-28.51%
2.670
-1.21%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
GOOG 		Alphabet Inc
13,158
2,055.8
-25.94%
2.320
-0.98%
0.000
-2.85%
-10.73%
2,051,634.4
Interactive Media
ANET 		Arista Networks Inc
24,041
1,862.7
-23.80%
2.100
-0.92%
0.000
+8.38%
-13.89%
119,538.6
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 Fund2025-03-31Add
+17.53%
●
25.77 ($26.17) 26.48
$26.13
-0.15%
Add 4192.33%
604,704
590,616
IWM 		iShares Russell 2000 ETF2025-03-31Sold Out
-13.50%
●
198.1 ($216.92) 229.79
$208.53
-3.87%
Sold Out
0
-54,901
JBND 		JP MORGAN ETF TRUS2025-03-31New Buy
+11.49%
●
51.74 ($52.79) 53.63
$52.83
0.08%
New holding
190,615
190,615
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31New Buy
+10.28%
●
56.17 ($58.26) 59.71
$55.77
-4.27%
New holding
159,767
159,767
ISRG 		Intuitive Surgical Inc2025-03-31Sold Out
-3.24%
●
476.78 ($553.02) 610.45
$558.06
0.91%
Sold Out
0
-5,580
CAT 		Caterpillar Inc2025-03-31Sold Out
-2.59%
●
326.75 ($356.21) 407.63
$348.96
-2.04%
Sold Out
0
-6,425
SMLR 		Semler Scientific Inc2025-03-31Sold Out
-2.54%
●
32.62 ($46.85) 64.94
$32.60
-30.42%
Sold Out
0
-42,210
PLTR 		Palantir Technologies Inc2025-03-31Reduce
-2.48%
●
64.98 ($87.82) 124.62
$119.91
36.54%
Reduce -43.82%
37,834
-29,509
KRE 		SPDR S&P Regional Banking ETF2025-03-31Sold Out
-2.44%
●
55.11 ($60.77) 65.5
$56.60
-6.86%
Sold Out
0
-36,291
AXP 		American Express Co2025-03-31Reduce
-2.38%
●
255.39 ($295.58) 325.87
$295.96
0.13%
Reduce -85.17%
1,255
-7,209

Pinnacle Wealth Management, LLC Total Holding History ($B)

To

Pinnacle Wealth Management, LLC's Asset Allocation

To

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

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