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CIK: 0001868491
Total reported value
$218.3M
$218.3M
105 檔
16.1%
At the close of Q1 2025, Pinnacle Wealth Management Group, Inc. disclosed equity holdings valued at approximately $218.3M, spread across 105 reported holdings.
In Q1 2025, Pinnacle Wealth Management Group, Inc. displayed an active expansion posture, initiating 105 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UITB | Victoryshares Core Intermedi | ETF-Other | 5.53% | -3.40% | EXIT | |
| 2 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 5.21% | -0.01% | +3.26% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.21% | -0.43% | +4.42% | |
| 4 | USTB | Victoryshares Short-term Bon | ETF-Other | 4.91% | +3.63% | +2.83% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | +0.74% | -3.84% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.48% | -2.29% | -4.18% | |
| 7 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 3.48% | -0.05% | -11.69% | |
| 8 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 3.26% | +0.03% | -14.05% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.96% | -0.16% | -8.83% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.95% | — | +4.32% | |
| 11 | PAPR | Innovator U.s. Equity Power | ETF-Other | 2.95% | — | -8.09% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.91% | -0.06% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.83% | -0.26% | +6.42% | |
| 14 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.67% | +0.51% | -1.11% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 2.61% | -0.37% | -0.98% | |
| 16 | PMAY | Innovator U.s. Equity Power | ETF-Other | 2.26% | -0.03% | -17.38% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.04% | -0.16% | |
| 18 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.86% | -0.06% | -10.28% | |
| 19 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.74% | +0.01% | +21.75% | |
| 20 | VPU | Vanguard Utilities ETF | ETF-Other | 1.63% | -0.18% | — | |
| 21 | BUG | Global X Cybersecurity ETF | ETF-Other | 1.63% | — | -11.16% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | +0.09% | +2.08% | |
| 23 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.45% | -0.11% | — | |
| 24 | PJUN | Innovator U.s. Equity Power | ETF-Other | 1.41% | — | -2.42% | |
| 25 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.17% | -0.02% | -1.46% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.16% | -0.03% | -19.08% | |
| 27 | PMAR | Innovator U.s. Equity Power | ETF-Other | 1.06% | — | -1.04% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.06% | -0.53% | |
| 29 | NGDN | New Gold Inc | Stock-Other | 1.04% | — | +11.11% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.97% | -0.14% | -4.85% | |
| 31 | RSG | Republic Services Inc | Stock-Industrials | 0.96% | -0.04% | — | |
| 32 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.94% | -0.01% | +98.47% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.03% | -11.56% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | — | +5.07% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.72% | -0.01% | +0.31% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.01% | +0.04% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | -0.04% | -0.06% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | -0.04% | +24.98% | |
| 39 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.47% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | — | -20.77% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.01% | +5.40% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.44% | — | -37.69% | |
| 43 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.43% | — | -3.14% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.03% | +6.49% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | — | -3.81% | |
| 46 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.42% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | — | +47.27% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.36% | — | -2.05% | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.36% | -0.03% | +13.34% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.02% | — |
According to official SEC Form 13F filings, Pinnacle Wealth Management Group, Inc. reported a total U.S. public equity portfolio value of $218.3M across 105 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UITB, TBIL, VMBS) accounted for 16.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
UITB
市值: $7.9M
During Q1 2025, Pinnacle Wealth Management Group, Inc.'s top holdings by market value included UITB (5.5%)、TBIL (5.2%)、VMBS (5.2%). The largest single position, UITB, represented 5.5% of total portfolio value.
In Q1 2025, Pinnacle Wealth Management Group, Inc. made 105 total portfolio adjustments, initiating 105 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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