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CIK: 0001631864
Total reported value
$1.7B
$1.7B
356 檔
11.2%
At the close of Q2 2024, Pinnacle Wealth Management Advisory Group, LLC disclosed equity holdings valued at approximately $1.7B, spread across 356 reported holdings.
During Q2 2024, Pinnacle Wealth Management Advisory Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.00% | +0.04% | -1.76% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.36% | +0.06% | +3.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.12% | -7.22% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.39% | -0.17% | +1.80% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | — | +2.03% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.75% | +0.12% | +4.37% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.75% | +0.08% | +5.05% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.54% | -0.11% | +2.73% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.45% | — | +6.19% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.28% | +0.36% | +5.22% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.23% | +0.05% | +7.10% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.10% | -0.07% | -1.17% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.11% | +864.45% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.93% | -0.16% | +1.38% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.93% | -0.02% | +4.49% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.08% | -0.99% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.69% | -0.03% | +0.70% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.10% | +6.83% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.24% | +0.81% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.28% | -0.12% | -7.07% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.23% | — | -2.68% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.23% | -0.03% | +6.01% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.16% | +0.03% | +3.08% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 1.16% | -0.07% | -1.01% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 1.12% | -0.04% | +9.17% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.11% | -9.74% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.06% | +0.69% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.22% | -0.74% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.92% | -0.04% | +4.65% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.01% | -0.37% | |
| 31 | ✓ | Stock-Other | 0.72% | — | +1.46% | ||
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.03% | +2.01% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.64% | -0.04% | -0.38% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.63% | -0.01% | +0.04% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.60% | -0.04% | +1.95% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | — | +1.68% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.03% | -0.68% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.56% | -0.02% | +1.88% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.56% | -0.01% | +1.63% | |
| 40 | ✓ | Stock-Other | 0.56% | — | +3.41% | ||
| 41 | AXP | American Express Co | Stock-Financials | 0.56% | — | +0.06% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.56% | — | -2.51% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | +18.59% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.05% | +4.35% | |
| 45 | BLKCHF | Blackrock Inc | Stock-Other | 0.51% | — | +1.45% | |
| 46 | ✓ | Stock-Other | 0.51% | — | +4.34% | ||
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.50% | -0.03% | +0.02% | |
| 48 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.49% | +0.01% | +8.00% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.09% | -3.20% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.09% | -3.90% |
According to official SEC Form 13F filings, Pinnacle Wealth Management Advisory Group, LLC reported a total U.S. public equity portfolio value of $1.7B across 356 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QUAL, MSFT) accounted for 11.2% of total reported equity market value during Q2 2024.
During Q2 2024, Pinnacle Wealth Management Advisory Group, LLC's top holdings by market value included AAPL (5.0%)、QUAL (4.4%)、MSFT (3.8%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q2 2024, Pinnacle Wealth Management Advisory Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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