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CIK: 0001911464
Total reported value
$161.5M
$161.5M
35 檔
18.2%
The Q4 2024 SEC filing reveals that Pinnacle Wealth Management, LLC held a total portfolio value of $161.5M, covering 35 public equity positions.
In Q4 2024, Pinnacle Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 13.50% | — | -1.67% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 5.67% | -0.47% | +0.58% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.17% | -0.08% | -0.32% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.26% | — | -0.82% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.16% | -0.09% | +1.04% | |
| 6 | ANET | Arista Networks Inc | Stock-Tech | 3.88% | +0.29% | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.77% | +0.18% | -1.26% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.59% | -0.14% | -0.76% | |
| 9 | AXON | Axon Enterprise Inc | Stock-Industrials | 3.44% | +1.50% | NEW | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.24% | — | -0.99% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.02% | -0.94% | |
| 12 | APP | Applovin Corp-class A | Stock-Tech | 2.95% | -1.12% | EXIT | |
| 13 | AXP | American Express Co | Stock-Financials | 2.80% | — | -0.96% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | -1.16% | EXIT | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.59% | +0.42% | -1.34% | |
| 16 | SMLR | Semler Scientific Inc | Stock-Other | 2.54% | — | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.23% | -1.08% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 2.44% | — | -1.28% | |
| 19 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 2.44% | — | — | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.30% | — | -2.28% | |
| 21 | MSTR | Strategy Inc | Stock-Tech | 2.30% | — | — | |
| 22 | PWR | Quanta Services Inc | Stock-Industrials | 2.29% | — | — | |
| 23 | USLM | United States Lime & Mineral | Stock-Other | 2.25% | — | — | |
| 24 | TDG | Transdigm Group Inc | Stock-Industrials | 2.23% | — | -1.56% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 2.20% | — | -0.95% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 2.16% | +1.46% | NEW | |
| 27 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.11% | — | -0.82% | |
| 28 | XYZ | Block Inc | Stock-Financials | 1.99% | — | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | — | -0.59% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | — | +33.96% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.94% | — | +158.60% | |
| 32 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.63% | — | -9.26% | |
| 33 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.41% | -0.84% | +5.58% | |
| 34 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.26% | -0.07% | +3.68% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +3.9% | NEW | New buy |
| 2 | APP | Applovin Corp-class A | +3% | NEW | New buy |
| 3 | PLTR | Palantir Technologies Inc-a | +2.7% | +0.58% | Add |
| 4 | SMLR | Semler Scientific Inc | +2.5% | NEW | New buy |
| 5 | KRE | Ss Spdr S&p Regional Bank | +2.4% | NEW | New buy |
| 6 | MSTR | Strategy Inc | +2.3% | NEW | New buy |
| 7 | PWR | Quanta Services Inc | +2.3% | NEW | New buy |
| 8 | USLM | United States Lime & Mineral | +2.3% | NEW | New buy |
| 9 | XYZ | Block Inc | +2% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +1.3% | +1.04% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | -0.82% | Trim |
| 12 | NFLX | Netflix Inc | +0.3% | -1.28% | Trim |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -2.28% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -1.26% | Trim |
| 15 | SCHA | Schwab US Small-cap ETF | +0.2% | +158.60% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | -0.32% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -0.98% | Trim |
| 18 | LLY | Eli Lilly & Co | +0.1% | +33.96% | Add |
| 19 | CDNS | Cadence Design Sys Inc | +0.1% | -0.82% | Trim |
| 20 | AXP | American Express Co | 0% | -0.96% | Trim |
| 21 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 22 | PYLD | Pimco Multisector Bond Actv | 0% | +5.58% | Add |
| 23 | AAPL | Apple Inc | 0% | -0.94% | Trim |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | +3.68% | Add |
| 25 | ISRG | Intuitive Surgical Inc | -0.1% | -0.99% | Trim |
| 26 | COST | Costco Wholesale CORP | -0.1% | -0.59% | Trim |
| 27 | BKLC | Bny Mellon US Lrg Cap Cor | -0.1% | -9.26% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.2% | -0.76% | Trim |
| 29 | MSFT | Microsoft CORP | -0.3% | -1.08% | Trim |
| 30 | CAT | Caterpillar Inc | -0.5% | -1.34% | Trim |
| 31 | TDG | Transdigm Group Inc | -0.5% | -1.56% | Trim |
| 32 | TCAF | T Rowe Prc Cap Appreciation | -0.6% | EXIT | Sold out |
| 33 | KLAC | Kla CORP | -0.7% | -0.95% | Trim |
| 34 | AXON | Axon Enterprise Inc | -1% | -44.00% | Trim |
| 35 | SMCIUSD | Super Micro Computer Inc | -1% | EXIT | Sold out |
| 36 | AMD | Advanced Micro Devices | -1% | -0.58% | Trim |
| 37 | IWM | Ishares Russell 2000 ETF | -1.3% | -1.67% | Trim |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -1.4% | EXIT | Sold out |
| 39 | MLI | Mueller Industries Inc | -2.6% | EXIT | Sold out |
| 40 | VRTX | Vertex Pharmaceuticals Inc | -2.7% | EXIT | Sold out |
| 41 | SPGI | S&p Global Inc | -2.7% | EXIT | Sold out |
| 42 | KIM | Kimco Realty CORP | -2.9% | EXIT | Sold out |
| 43 | PANW | Palo Alto Networks Inc | -2.9% | EXIT | Sold out |
| 44 | ANETEUR | Arista Networks Inc | -3.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Pinnacle Wealth Management, LLC reported a total U.S. public equity portfolio value of $161.5M across 35 disclosed positions in Q4 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 IWM, PLTR, NVDA) accounted for 18.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $3.5M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $3.1M
During Q4 2024, Pinnacle Wealth Management, LLC's top holdings by market value included IWM (13.5%)、PLTR (5.7%)、NVDA (5.2%). The largest single position, IWM, represented 13.5% of total portfolio value.
In Q4 2024, Pinnacle Wealth Management, LLC made 43 total portfolio adjustments, initiating 8 new buys, adding to 6 positions, trimming 20 holdings, and fully liquidating 9 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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