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Entity | Shares/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 |
Entity | Shares/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 |
Entity | Shares/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 |
Entity | Shares/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: $87,486
Pinnacle Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pinnacle Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Pinnacle Wealth Management LLC to be as follows, presented in the
table below with each row detailing each Pinnacle Wealth Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Pinnacle Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Pinnacle Wealth Management LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
212,889 |
-10,337 |
$9,793 | SCHZ | 212,889 | -10,337 | $9,793 | VANGUARD SCOTTSDALE FDS (VGLT) |
88,715 |
-530 |
$5,255 | VGLT | 88,715 | -530 | $5,255 | NVIDIA CORPORATION |
4,862 |
-1,605 |
$4,393 | NVDA | 4,862 | -1,605 | $4,393 | META PLATFORMS INC |
7,636 |
-1,514 |
$3,708 | META | 7,636 | -1,514 | $3,708 | AMAZON COM INC |
18,630 |
-1,700 |
$3,360 | AMZN | 18,630 | -1,700 | $3,360 | ARISTA NETWORKS INC |
11,067 |
-3,879 |
$3,209 | ANET | 11,067 | -3,879 | $3,209 | ADVANCED MICRO DEVICES INC |
17,107 |
-6,135 |
$3,088 | AMD | 17,107 | -6,135 | $3,088 | MICROSOFT CORP |
7,262 |
-656 |
$3,055 | MSFT | 7,262 | -656 | $3,055 | INTUITIVE SURGICAL INC |
7,517 |
-113 |
$3,000 | ISRG | 7,517 | -113 | $3,000 | ISHARES INC (EMXC) |
51,263 |
-2,330 |
$2,951 | EMXC | 51,263 | -2,330 | $2,951 | SALESFORCE INC |
9,727 |
+2,588 |
$2,930 | CRM | 9,727 | +2,588 | $2,930 | ALPHABET INC |
18,936 |
-2,850 |
$2,883 | GOOG | 18,936 | -2,850 | $2,883 | SUPER MICRO COMPUTER INC |
2,722 |
+2,722 |
$2,749 | SMCI | 2,722 | +2,722 | $2,749 | MARATHON PETE CORP |
11,356 |
-1,401 |
$2,288 | MPC | 11,356 | -1,401 | $2,288 | PALO ALTO NETWORKS INC |
7,966 |
+7,966 |
$2,263 | PANW | 7,966 | +7,966 | $2,263 | APPLE INC |
12,836 |
-2,965 |
$2,201 | AAPL | 12,836 | -2,965 | $2,201 | KLA CORP |
3,125 |
-2,421 |
$2,183 | KLAC | 3,125 | -2,421 | $2,183 | CATERPILLAR INC |
5,809 |
-4,089 |
$2,129 | CAT | 5,809 | -4,089 | $2,129 | SPDR SER TR (KRE) |
40,229 |
-13,969 |
$2,023 | KRE | 40,229 | -13,969 | $2,023 | JPMORGAN CHASE & CO |
9,934 |
+9,934 |
$1,990 | JPM | 9,934 | +9,934 | $1,990 | CADENCE DESIGN SYSTEM INC |
6,347 |
-5,338 |
$1,976 | CDNS | 6,347 | -5,338 | $1,976 | AMERICAN EXPRESS CO |
8,481 |
+8,481 |
$1,931 | AXP | 8,481 | +8,481 | $1,931 | MONSTER BEVERAGE CORP NEW |
32,530 |
-16,990 |
$1,928 | MNST | 32,530 | -16,990 | $1,928 | TESLA INC |
10,822 |
+565 |
$1,902 | TSLA | 10,822 | +565 | $1,902 | INSTALLED BLDG PRODS INC |
7,149 |
+7,149 |
$1,850 | IBP | 7,149 | +7,149 | $1,850 | CROWDSTRIKE HLDGS INC |
5,767 |
+5,767 |
$1,849 | CRWD | 5,767 | +5,767 | $1,849 | VISA INC |
6,485 |
+6,485 |
$1,810 | V | 6,485 | +6,485 | $1,810 | TRANSDIGM GROUP INC |
1,412 |
+43 |
$1,739 | TDG | 1,412 | +43 | $1,739 | NETFLIX INC |
2,843 |
+2,843 |
$1,727 | NFLX | 2,843 | +2,843 | $1,727 | INTUIT |
2,505 |
+2,505 |
$1,628 | INTU | 2,505 | +2,505 | $1,628 | VERTEX PHARMACEUTICALS INC |
3,865 |
+3,865 |
$1,616 | VRTX | 3,865 | +3,865 | $1,616 | SERVICENOW INC |
2,071 |
+2,071 |
$1,579 | NOW | 2,071 | +2,071 | $1,579 | DECKERS OUTDOOR CORP |
1,613 |
+1,613 |
$1,518 | DECK | 1,613 | +1,613 | $1,518 | GIBRALTAR INDS INC |
17,228 |
+17,228 |
$1,387 | ROCK | 17,228 | +17,228 | $1,387 | INSIGHT ENTERPRISES INC |
7,432 |
+7,432 |
$1,379 | NSIT | 7,432 | +7,432 | $1,379 | ZSCALER INC |
7,148 |
+7,148 |
$1,377 | ZS | 7,148 | +7,148 | $1,377 | J P MORGAN EXCHANGE TRADED F (JCPB) |
16,431 |
+10,149 |
$766 | JCPB | 16,431 | +10,149 | $766 | BNY MELLON ETF TRUST (BKLC) |
5,617 |
+14 |
$561 | BKLC | 5,617 | +14 | $561 | T ROWE PRICE ETF INC (TCAF) |
16,341 |
-1,910 |
$494 | TCAF | 16,341 | -1,910 | $494 | VANGUARD INTL EQUITY INDEX F (VGK) |
7,113 |
-2,037 |
$479 | VGK | 7,113 | -2,037 | $479 | PIMCO ETF TR (PYLD) |
15,707 |
+5,720 |
$405 | PYLD | 15,707 | +5,720 | $405 | SCHWAB STRATEGIC TR |
6,620 |
-178,788 |
$326 | SCHA | 6,620 | -178,788 | $326 | SELECT SECTOR SPDR TR (XLK) |
1,150 |
-311 |
$240 | XLK | 1,150 | -311 | $240 | GARMIN LTD |
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$0 (exited) | GRMN | 0 | -11,951 | $0 | ON SEMICONDUCTOR CORP |
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$0 (exited) | ON | 0 | -16,668 | $0 | PHILLIPS 66 |
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$0 (exited) | PSX | 0 | -15,222 | $0 | EXXON MOBIL CORP |
0 |
-15,952 |
$0 (exited) | XOM | 0 | -15,952 | $0 |
See Summary: Pinnacle Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Pinnacle Wealth Management LLC
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