Holdings Channel
EntityShares/Amount
Change
Position Value
Change
SMCI +2,722+$2,749
PANW +7,966+$2,263
JPM +9,934+$1,990
AXP +8,481+$1,931
IBP +7,149+$1,850
CRWD +5,767+$1,849
V +6,485+$1,810
NFLX +2,843+$1,727
INTU +2,505+$1,628
VRTX +3,865+$1,616
EntityShares/Amount
Change
Position Value
Change
PSX -15,222-$2,027
XOM -15,952-$1,595
GRMN -11,951-$1,536
ON -16,668-$1,392
EntityShares/Amount
Change
Position Value
Change
JCPB +10,149+$470
PYLD +5,720+$149
CRM +2,588+$1,051
TSLA +565-$647
TDG +43+$354
BKLC +14+$54
ISRG -113+$426
XLK -311-$41
VGLT -530-$236
MSFT -656+$78
EntityShares/Amount
Change
Position Value
Change
SCHA -178,788-$8,433
MNST -16,990-$925
KRE -13,969-$819
SCHZ -10,337-$614
AMD -6,135-$338
CDNS -5,338-$1,207
CAT -4,089-$798
ANET -3,879-$311
AAPL -2,965-$841
Size ($ in 1000's)
At 03/31/2024: $95,918
At 12/31/2023: $87,486

Pinnacle Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pinnacle Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Pinnacle Wealth Management LLC
As of  03/31/2024, we find all stocks held by Pinnacle Wealth Management LLC to be as follows, presented in the table below with each row detailing each Pinnacle Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Pinnacle Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Pinnacle Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 212,889 -10,337 $9,793
     SCHZ212,889-10,337$9,793
VANGUARD SCOTTSDALE FDS (VGLT) 88,715 -530 $5,255
     VGLT88,715-530$5,255
NVIDIA CORPORATION 4,862 -1,605 $4,393
     NVDA4,862-1,605$4,393
META PLATFORMS INC 7,636 -1,514 $3,708
     META7,636-1,514$3,708
AMAZON COM INC 18,630 -1,700 $3,360
     AMZN18,630-1,700$3,360
ARISTA NETWORKS INC 11,067 -3,879 $3,209
     ANET11,067-3,879$3,209
ADVANCED MICRO DEVICES INC 17,107 -6,135 $3,088
     AMD17,107-6,135$3,088
MICROSOFT CORP 7,262 -656 $3,055
     MSFT7,262-656$3,055
INTUITIVE SURGICAL INC 7,517 -113 $3,000
     ISRG7,517-113$3,000
ISHARES INC (EMXC) 51,263 -2,330 $2,951
     EMXC51,263-2,330$2,951
SALESFORCE INC 9,727 +2,588 $2,930
     CRM9,727+2,588$2,930
ALPHABET INC 18,936 -2,850 $2,883
     GOOG18,936-2,850$2,883
SUPER MICRO COMPUTER INC 2,722 +2,722 $2,749
     SMCI2,722+2,722$2,749
MARATHON PETE CORP 11,356 -1,401 $2,288
     MPC11,356-1,401$2,288
PALO ALTO NETWORKS INC 7,966 +7,966 $2,263
     PANW7,966+7,966$2,263
APPLE INC 12,836 -2,965 $2,201
     AAPL12,836-2,965$2,201
KLA CORP 3,125 -2,421 $2,183
     KLAC3,125-2,421$2,183
CATERPILLAR INC 5,809 -4,089 $2,129
     CAT5,809-4,089$2,129
SPDR SER TR (KRE) 40,229 -13,969 $2,023
     KRE40,229-13,969$2,023
JPMORGAN CHASE & CO 9,934 +9,934 $1,990
     JPM9,934+9,934$1,990
CADENCE DESIGN SYSTEM INC 6,347 -5,338 $1,976
     CDNS6,347-5,338$1,976
AMERICAN EXPRESS CO 8,481 +8,481 $1,931
     AXP8,481+8,481$1,931
MONSTER BEVERAGE CORP NEW 32,530 -16,990 $1,928
     MNST32,530-16,990$1,928
TESLA INC 10,822 +565 $1,902
     TSLA10,822+565$1,902
INSTALLED BLDG PRODS INC 7,149 +7,149 $1,850
     IBP7,149+7,149$1,850
CROWDSTRIKE HLDGS INC 5,767 +5,767 $1,849
     CRWD5,767+5,767$1,849
VISA INC 6,485 +6,485 $1,810
     V6,485+6,485$1,810
TRANSDIGM GROUP INC 1,412 +43 $1,739
     TDG1,412+43$1,739
NETFLIX INC 2,843 +2,843 $1,727
     NFLX2,843+2,843$1,727
INTUIT 2,505 +2,505 $1,628
     INTU2,505+2,505$1,628
VERTEX PHARMACEUTICALS INC 3,865 +3,865 $1,616
     VRTX3,865+3,865$1,616
SERVICENOW INC 2,071 +2,071 $1,579
     NOW2,071+2,071$1,579
DECKERS OUTDOOR CORP 1,613 +1,613 $1,518
     DECK1,613+1,613$1,518
GIBRALTAR INDS INC 17,228 +17,228 $1,387
     ROCK17,228+17,228$1,387
INSIGHT ENTERPRISES INC 7,432 +7,432 $1,379
     NSIT7,432+7,432$1,379
ZSCALER INC 7,148 +7,148 $1,377
     ZS7,148+7,148$1,377
J P MORGAN EXCHANGE TRADED F (JCPB) 16,431 +10,149 $766
     JCPB16,431+10,149$766
BNY MELLON ETF TRUST (BKLC) 5,617 +14 $561
     BKLC5,617+14$561
T ROWE PRICE ETF INC (TCAF) 16,341 -1,910 $494
     TCAF16,341-1,910$494
VANGUARD INTL EQUITY INDEX F (VGK) 7,113 -2,037 $479
     VGK7,113-2,037$479
PIMCO ETF TR (PYLD) 15,707 +5,720 $405
     PYLD15,707+5,720$405
SCHWAB STRATEGIC TR 6,620 -178,788 $326
     SCHA6,620-178,788$326
SELECT SECTOR SPDR TR (XLK) 1,150 -311 $240
     XLK1,150-311$240
GARMIN LTD $0 (exited)
     GRMN0-11,951$0
ON SEMICONDUCTOR CORP $0 (exited)
     ON0-16,668$0
PHILLIPS 66 $0 (exited)
     PSX0-15,222$0
EXXON MOBIL CORP 0 -15,952 $0 (exited)
     XOM0-15,952$0

See Summary: Pinnacle Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Pinnacle Wealth Management LLC

All Stocks Held By Pinnacle Wealth Management LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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