Pinnacle Wealth Management Advisory Group, LLC Top Holdings and 13F Report (2025) About Pinnacle Wealth Management Advisory Group, LLCInvestment ActivityPinnacle Wealth Management Advisory Group, LLC has $1.07 billion in total holdings as of March 31, 2025.Pinnacle Wealth Management Advisory Group, LLC owns shares of 366 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 2.41% of the portfolio was sold this quarter.This quarter, Pinnacle Wealth Management Advisory Group, LLC has purchased 363 new stocks and bought additional shares in 197 stocks.Pinnacle Wealth Management Advisory Group, LLC sold shares of 119 stocks and completely divested from 22 stocks this quarter.Largest Holdings Apple $50,327,213iShares MSCI USA Quality Factor ETF $46,492,131Vanguard High Dividend Yield ETF $37,677,358Vanguard Total Stock Market ETF $32,089,940Vanguard Small-Cap ETF $31,953,300 Largest New Holdings this Quarter 24477E103 - Definitive Healthcare $751,400 Holding82509L107 - Shopify $730,327 Holding46654q724 - JPMorgan Hedged Equity Laddere $345,547 Holding69608A108 - Palantir Tech Inc $292,446 HoldingG5960L103 - Medtronic $248,204 Holding Largest Purchases this Quarter WisdomTree U.S. Quality Dividend Growth Fund 141,825 shares (about $11.33M)Invesco QQQ 8,996 shares (about $4.22M)First Trust SMID Cap Rising Dividend Achievers ETF 74,947 shares (about $2.51M)JPMorgan Equity Premium Income ETF 41,850 shares (about $2.39M)Vanguard Small-Cap ETF 6,704 shares (about $1.49M) Largest Sales this Quarter Schwab US Dividend Equity ETF 373,640 shares (about $10.45M)iShares MSCI EAFE Small-Cap ETF 39,555 shares (about $2.51M)Vanguard Total World Stock ETF 6,482 shares (about $751.59K)VanEck Semiconductor ETF 2,377 shares (about $502.62K)iShares Core S&P Small-Cap ETF 4,131 shares (about $431.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPinnacle Wealth Management Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$50,327,213$111,509 ▲0.2%226,5664.7%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$46,492,131$1,471,533 ▲3.3%272,0594.3%ETFVYMVanguard High Dividend Yield ETF$37,677,358$91,562 ▼-0.2%292,1633.5%ETFVTIVanguard Total Stock Market ETF$32,089,940$1,120,244 ▲3.6%116,7593.0%ETFVBVanguard Small-Cap ETF$31,953,300$1,486,613 ▲4.9%144,0963.0%ETFMSFTMicrosoft$30,923,783$4,505 ▲0.0%82,3782.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$29,577,452$408,918 ▲1.4%52,8742.8%FinanceQQQInvesco QQQ$27,547,664$4,218,407 ▲18.1%58,7472.6%FinanceIVViShares Core S&P 500 ETF$26,946,354$742,828 ▲2.8%47,9562.5%ETFVEUVanguard FTSE All-World ex-US ETF$25,288,019$1,132,705 ▲4.7%416,8812.4%ETFJEPIJPMorgan Equity Premium Income ETF$21,838,550$2,391,307 ▲12.3%382,1942.0%ETFVEAVanguard FTSE Developed Markets ETF$21,500,819$400,438 ▲1.9%422,9952.0%ETFBRK.BBerkshire Hathaway$21,407,053$51,660 ▲0.2%40,1952.0%FinanceSCHDSchwab US Dividend Equity ETF$18,698,586$10,446,975 ▼-35.8%668,7621.7%ETFIJRiShares Core S&P Small-Cap ETF$18,095,739$431,979 ▼-2.3%173,0491.7%ETFIJHiShares Core S&P Mid-Cap ETF$17,367,538$1,019,375 ▲6.2%297,6441.6%ETFNVDANVIDIA$16,493,171$631,531 ▲4.0%152,1791.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$14,627,098$793,744 ▲5.7%84,4371.4%ETFAMZNAmazon.com$14,181,079$794,338 ▲5.9%74,5351.3%Retail/WholesaleJNJJohnson & Johnson$13,876,052$21,725 ▼-0.2%83,6711.3%MedicalBNDVanguard Total Bond Market ETF$13,467,425$632,845 ▲4.9%183,3551.3%ETFGOOGLAlphabet$12,134,170$479,540 ▲4.1%78,4671.1%Computer and TechnologyDUHPDimensional US High Profitability ETF$12,082,678$271,417 ▼-2.2%364,5951.1%ETFDFAIDimensional International Core Equity Market ETF$12,068,396$180,072 ▲1.5%386,4361.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$11,719,615$11,326,145 ▲2,878.5%146,7521.1%ManufacturingIWMiShares Russell 2000 ETF$11,514,051$279,887 ▲2.5%57,7171.1%FinanceWMTWalmart$11,121,861$189,890 ▼-1.7%126,6871.0%Retail/WholesaleAVGOBroadcom$10,338,103$6,027 ▲0.1%61,7461.0%Computer and TechnologyJPMJPMorgan Chase & Co.$10,036,197$39,003 ▼-0.4%40,9140.9%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$9,831,777$1,105,357 ▲12.7%244,0250.9%ETFPGProcter & Gamble$9,604,170$79,245 ▲0.8%56,3560.9%Consumer StaplesDFSVDimensional US Small Cap Value ETF$9,044,820$424,981 ▲4.9%321,3080.8%ETFMAMastercard$8,676,958$144,707 ▲1.7%15,8300.8%Business ServicesMETAMeta Platforms$7,608,672$1,185,595 ▲18.5%13,2010.7%Computer and TechnologyRDVIFT Vest Rising Dividend Achievers Target Income ETF$6,978,708$1,283,655 ▲22.5%294,2120.7%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$6,937,430$486,045 ▲7.5%110,1180.6%ManufacturingAXPAmerican Express$6,562,370$233,265 ▲3.7%24,3910.6%FinanceFDNFirst Trust Dow Jones Internet Index Fund$6,561,978$544,258 ▲9.0%29,5390.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,465,180$31,567 ▲0.5%67,7910.6%ETFDIASPDR Dow Jones Industrial Average ETF Trust$6,423,024$7,978 ▲0.1%15,2970.6%FinanceHDHome Depot$6,331,273$137,071 ▲2.2%17,2750.6%Retail/WholesaleBlackrock Inc$6,239,910$262,165 ▲4.4%6,5930.6%COMMDYSPDR S&P MidCap 400 ETF Trust$6,072,167$125,903 ▼-2.0%11,3820.6%ETFVWOVanguard FTSE Emerging Markets ETF$5,959,430$218,289 ▲3.8%131,6710.6%ETFVVVanguard Large-Cap ETF$5,942,277$5,141 ▼-0.1%23,1190.6%ETFRDVYFirst Trust Rising Dividend Achievers ETF$5,872,884$456,142 ▲8.4%100,3230.5%ManufacturingRTXRTX$5,775,471$4,106 ▼-0.1%43,6020.5%AerospaceVOOVanguard S&P 500 ETF$5,726,245$15,417 ▲0.3%11,1430.5%ETFMSMorgan Stanley$5,495,870$219,690 ▲4.2%47,1060.5%FinanceDFAEDimensional Emerging Core Equity Market ETF$5,419,580$33,295 ▲0.6%209,3310.5%ETFMCDMcDonald's$5,273,793$312 ▲0.0%16,8830.5%Retail/WholesaleCOSTCostco Wholesale$5,080,702$96,469 ▲1.9%5,3720.5%Retail/WholesaleITWIllinois Tool Works$4,970,797$8,432 ▼-0.2%20,0430.5%IndustrialsCSCOCisco Systems$4,877,406$275,225 ▲6.0%79,0380.5%Computer and TechnologyMRKMerck & Co., Inc.$4,753,775$167,043 ▼-3.4%52,9610.4%MedicalUNHUnitedHealth Group$4,582,656$195,352 ▲4.5%8,7500.4%MedicalKOCoca-Cola$4,501,634$124,405 ▲2.8%62,8540.4%Consumer StaplesWELLWelltower$4,334,188$31,715 ▲0.7%28,2890.4%FinanceIBMInternational Business Machines$4,319,875$167,842 ▲4.0%17,3730.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$4,224,840$262,620 ▼-5.9%68,0330.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,159,533$285,296 ▲7.4%35,2100.4%ETFVOVanguard Mid-Cap ETF$4,105,442$986,144 ▲31.6%15,8740.4%ETFVVisa$3,958,482$86,214 ▲2.2%11,2950.4%Business ServicesLMTLockheed Martin$3,884,170$39,311 ▼-1.0%8,6950.4%AerospaceGILDGilead Sciences$3,851,688$75,857 ▲2.0%34,3750.4%MedicalAMGNAmgen$3,829,242$209,672 ▲5.8%12,2910.4%MedicalVTEBVanguard Tax-Exempt Bond ETF$3,776,062$102,614 ▲2.8%76,1000.4%ETFPEPPepsiCo$3,651,056$104,958 ▼-2.8%24,3500.3%Consumer StaplesACWIiShares MSCI ACWI ETF$3,558,624$2,910 ▼-0.1%30,5750.3%ManufacturingGOOGAlphabet$3,512,164$82,020 ▲2.4%22,4810.3%Computer and TechnologyTSLATesla$3,478,705$71,528 ▲2.1%13,4230.3%Auto/Tires/TrucksADPAutomatic Data Processing$3,261,616$332,120 ▼-9.2%10,6750.3%Business ServicesVIGVanguard Dividend Appreciation ETF$3,257,098$35,306 ▼-1.1%16,7900.3%ETFABBVAbbVie$3,217,739$23,256 ▲0.7%15,3580.3%MedicalSCHMSchwab U.S. Mid-Cap ETF$3,215,201$457,608 ▲16.6%122,7180.3%ETFLLYEli Lilly and Company$3,042,652$22,300 ▼-0.7%3,6840.3%MedicalCVXChevron$3,037,164$104,389 ▲3.6%18,1550.3%EnergySDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$2,993,125$2,510,725 ▲520.5%89,3470.3%ETFBACBank of America$2,971,878$144,469 ▲5.1%71,2170.3%FinanceSCZiShares MSCI EAFE Small-Cap ETF$2,918,441$2,512,929 ▼-46.3%45,9380.3%ETFXOMExxon Mobil$2,903,054$14,628 ▼-0.5%24,4100.3%EnergySOSouthern$2,888,015$104,730 ▲3.8%31,4090.3%UtilitiesNSRGYNestlé$2,867,765$186,052 ▼-6.1%28,3460.3%Consumer StaplesDISWalt Disney$2,862,243$40,073 ▼-1.4%28,9990.3%Consumer DiscretionaryNFLXNetflix$2,807,848$151,070 ▲5.7%3,0110.3%Consumer DiscretionaryIXUSiShares Core MSCI Total International Stock ETF$2,731,595$477,780 ▲21.2%39,1290.3%ManufacturingADBEAdobe$2,605,703$223,982 ▲9.4%6,7940.2%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$2,574,525$58,272 ▲2.3%43,3420.2%ETFSBUXStarbucks$2,470,966$85,730 ▼-3.4%25,1910.2%Retail/WholesaleVZVerizon Communications$2,391,217$43,773 ▼-1.8%52,7160.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,327,642$1,269,632 ▲120.0%44,9530.2%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$2,189,342$402,225 ▲22.5%76,9270.2%ManufacturingVLOValero Energy$2,116,032$190,181 ▲9.9%16,0220.2%EnergyQCOMQUALCOMM$2,029,200$145,009 ▲7.7%13,2100.2%Computer and TechnologyCATCaterpillar$2,021,541$158,294 ▲8.5%6,1300.2%IndustrialsNEENextEra Energy$1,940,047$78,830 ▼-3.9%27,3670.2%UtilitiesKLACKLA$1,904,275$69,345 ▲3.8%2,8010.2%Computer and TechnologyLam Research$1,900,960$424,205 ▲28.7%26,1480.2%COMBUFRFT Vest Laddered Buffer ETF$1,848,054$99,016 ▲5.7%62,2450.2%ETFGISGeneral Mills$1,808,080$70,970 ▼-3.8%30,2410.2%Consumer StaplesShowing largest 100 holdings. 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