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CIK: 0001911464
Total reported value
$161.5M
$161.5M
43 檔
16.4%
The Q1 2024 SEC filing reveals that Pinnacle Wealth Management, LLC held a total portfolio value of $161.5M, covering 43 public equity positions.
During Q1 2024, Pinnacle Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.21% | — | -4.63% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.48% | — | -0.59% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.58% | -0.08% | -24.82% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.87% | -0.14% | -16.55% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | — | -8.36% | |
| 6 | ANETEUR | Arista Networks Inc | Stock-Other | 3.35% | — | -25.95% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 3.22% | +1.46% | NEW | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | -0.23% | -8.28% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.13% | — | -1.48% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.08% | — | -4.35% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 3.05% | — | +36.25% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | +0.18% | -13.08% | |
| 13 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 2.87% | — | — | |
| 14 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.39% | — | -10.98% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.36% | — | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.29% | +0.02% | -18.76% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 2.28% | — | -43.65% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 2.22% | +0.42% | -41.31% | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 2.11% | — | -25.77% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | -1.16% | EXIT | |
| 21 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.06% | — | -45.68% | |
| 22 | AXP | American Express Co | Stock-Financials | 2.01% | — | — | |
| 23 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 2.01% | — | -34.31% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.98% | -0.09% | +5.51% | |
| 25 | IBP | Installed Building Products | Stock-Consumer Disc | 1.93% | — | — | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.93% | — | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.89% | — | — | |
| 28 | TDG | Transdigm Group Inc | Stock-Industrials | 1.81% | — | +3.14% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 1.80% | — | — | |
| 30 | INTU | Intuit Inc | Stock-Tech | 1.70% | — | — | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.68% | — | — | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 1.65% | — | — | |
| 33 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.58% | — | — | |
| 34 | ROCK | Gibraltar Industries Inc | Stock-Other | 1.45% | — | — | |
| 35 | NSIT | Insight Enterprises Inc | Stock-Tech | 1.44% | — | — | |
| 36 | ZS | Zscaler Inc | Stock-Tech | 1.44% | — | — | |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.80% | — | +161.56% | |
| 38 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.58% | — | +0.25% | |
| 39 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.52% | — | -10.47% | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.50% | +0.13% | NEW | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.42% | -0.84% | +57.27% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | — | -96.43% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.06% | -21.29% |
According to official SEC Form 13F filings, Pinnacle Wealth Management, LLC reported a total U.S. public equity portfolio value of $161.5M across 43 disclosed positions in Q1 2024.
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 SCHZ, VGLT, NVDA) accounted for 16.4% of total reported equity market value during Q1 2024.
During Q1 2024, Pinnacle Wealth Management, LLC's top holdings by market value included SCHZ (10.2%)、VGLT (5.5%)、NVDA (4.6%). The largest single position, SCHZ, represented 10.2% of total portfolio value.
In Q1 2024, Pinnacle Wealth Management, 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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