Pinnacle Wealth Management, LLC Top Holdings and 13F Report (2025) About Pinnacle Wealth Management, LLCInvestment ActivityPinnacle Wealth Management, LLC has $88.77 million in total holdings as of March 31, 2025.Pinnacle Wealth Management, LLC owns shares of 62 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 67.77% of the portfolio was purchased this quarter.About 62.71% of the portfolio was sold this quarter.This quarter, Pinnacle Wealth Management, LLC has purchased 35 new stocks and bought additional shares in 4 stocks.Pinnacle Wealth Management, LLC sold shares of 16 stocks and completely divested from 15 stocks this quarter.Largest Holdings PIMCO Multi Sector Bond Active ETF $15,933,950J P MORGAN EXCHANGE TRADED F $10,201,715JPMorgan Equity Premium Income ETF $9,129,086NVIDIA $3,763,612PALANTIR TECHNOLOGIES INC $3,193,190 Largest New Holdings this Quarter 46654Q716 - J P MORGAN EXCHANGE TRADED F $10,201,715 Holding46641Q332 - JPMorgan Equity Premium Income ETF $9,129,086 Holding296315104 - ESCO Technologies $855,111 Holding679295105 - Okta $844,496 Holding830940102 - Skyward Specialty Insurance Group $819,678 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 590,616 shares (about $15.56M)J P MORGAN EXCHANGE TRADED F 190,615 shares (about $10.20M)JPMorgan Equity Premium Income ETF 159,767 shares (about $9.13M)ESCO Technologies 5,374 shares (about $855.11K)Okta 8,026 shares (about $844.50K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 29,509 shares (about $2.49M)JPMorgan Chase & Co. 8,359 shares (about $2.05M)Netflix 2,090 shares (about $1.95M)American Express 7,209 shares (about $1.94M)Strategy 6,441 shares (about $1.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPinnacle Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPYLDPIMCO Multi Sector Bond Active ETF$15,933,950$15,562,731 ▲4,192.3%604,70417.9%ETFJ P MORGAN EXCHANGE TRADED F$10,201,715$10,201,715 ▲New Holding190,61511.5%ACTIVE BOND ETFJEPIJPMorgan Equity Premium Income ETF$9,129,086$9,129,086 ▲New Holding159,76710.3%ETFNVDANVIDIA$3,763,612$11,055 ▲0.3%34,7264.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,193,190$2,490,560 ▼-43.8%37,8343.6%CL AMETAMeta Platforms$2,633,965$544,660 ▼-17.1%4,5703.0%Computer and TechnologyAXONAxon Enterprise$2,412,007$322,933 ▼-11.8%4,5862.7%AerospaceAMZNAmazon.com$2,372,839$946,510 ▼-28.5%12,4722.7%Retail/WholesaleGOOGAlphabet$2,055,750$719,934 ▼-25.9%13,1582.3%Computer and TechnologyARISTA NETWORKS INC$1,862,697$581,875 ▼-23.8%24,0412.1%COM SHSTSLATesla$1,735,076$665,523 ▼-27.7%6,6952.0%Auto/Tires/TrucksAAPLApple$1,550,467$819,659 ▼-34.6%6,9801.7%Computer and TechnologyMSFTMicrosoft$1,488,432$537,187 ▼-26.5%3,9651.7%Computer and TechnologyCDNSCadence Design Systems$1,437,473$167,858 ▼-10.5%5,6521.6%Computer and TechnologyAPPLOVIN CORP$1,379,964$789,346 ▼-36.4%5,2081.6%COM CL AESEESCO Technologies$855,111$855,111 ▲New Holding5,3741.0%IndustrialsOKTAOkta$844,496$844,496 ▲New Holding8,0261.0%Computer and TechnologySKWDSkyward Specialty Insurance Group$819,678$819,678 ▲New Holding15,4890.9%FinanceCVNACarvana$764,815$764,815 ▲New Holding3,6580.9%Retail/WholesaleSNEXStoneX Group$758,530$758,530 ▲New Holding9,9310.9%FinanceHCKTThe Hackett Group$758,464$758,464 ▲New Holding25,9570.9%Business ServicesSFMSprouts Farmers Market$753,431$753,431 ▲New Holding4,9360.8%Retail/WholesaleSPOTSpotify Technology$752,991$752,991 ▲New Holding1,3690.8%Business ServicesTPXTempur Sealy International$732,452$732,452 ▲New Holding12,2320.8%Retail/WholesaleTBBKBancorp$722,323$722,323 ▲New Holding13,6700.8%FinanceGCMGGCM Grosvenor$719,381$719,381 ▲New Holding54,3750.8%FinanceCVLTCommvault Systems$682,312$682,312 ▲New Holding4,3250.8%Computer and TechnologyATLCAtlanticus$678,402$678,402 ▲New Holding13,2630.8%FinanceFLSFlowserve$674,041$674,041 ▲New Holding13,8010.8%IndustrialsENVAEnova International$667,133$667,133 ▲New Holding6,9090.8%FinanceOSPNOneSpan$666,806$666,806 ▲New Holding43,7250.8%Computer and TechnologyGMEDGlobus Medical$664,363$664,363 ▲New Holding9,0760.7%MedicalCRCrane$655,151$655,151 ▲New Holding4,2770.7%IndustrialsWSMWilliams-Sonoma$654,692$654,692 ▲New Holding4,1410.7%Retail/WholesaleLRNStride$643,632$643,632 ▲New Holding5,0880.7%Consumer DiscretionaryOSISOSI Systems$636,464$636,464 ▲New Holding3,2750.7%Computer and TechnologyAWIArmstrong World Industries$618,181$618,181 ▲New Holding4,3880.7%ConstructionAVPTAvePoint$608,646$608,646 ▲New Holding42,1500.7%Computer and TechnologyTWLOTwilio$585,796$585,796 ▲New Holding5,9830.7%Computer and TechnologyDOCSDoximity$581,170$581,170 ▲New Holding10,0150.7%MedicalWINGWingstop$579,741$579,741 ▲New Holding2,5700.7%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$575,368$575,368 ▲New Holding14,1160.6%ETFDIGITALOCEAN HLDGS INC$555,843$555,843 ▲New Holding16,6470.6%COMBKLCBNY Mellon US Large Cap Core Equity ETF$555,628$14,778 ▲2.7%5,2260.6%ETFSNSharkNinja$545,835$545,835 ▲New Holding6,5440.6%Retail/WholesaleIBKRInteractive Brokers Group$544,294$544,294 ▲New Holding3,2870.6%FinanceZETA GLOBAL HOLDINGS CORP$538,590$538,590 ▲New Holding39,7190.6%CL AQNSTQuinStreet$534,772$534,772 ▲New Holding29,9760.6%Computer and TechnologyBROSDutch Bros$534,607$534,607 ▲New Holding8,6590.6%Retail/WholesaleFTDRFrontdoor$527,622$527,622 ▲New Holding13,7330.6%ConstructionRKLBRocket Lab USA$492,826$492,826 ▲New Holding27,5630.6%AerospaceTEAMAtlassian$480,868$480,868 ▲New Holding2,2660.5%Computer and TechnologyPSTGPure Storage$478,780$478,780 ▲New Holding10,8150.5%Computer and TechnologyIONQIonQ$463,845$463,845 ▲New Holding21,0170.5%Computer and TechnologyTDOCTeladoc Health$442,457$442,457 ▲New Holding55,5850.5%MedicalHIMSHims & Hers Health$441,654$441,654 ▲New Holding14,9460.5%MedicalJPMJPMorgan Chase & Co.$399,594$2,050,464 ▼-83.7%1,6290.5%FinanceNFLXNetflix$347,834$1,948,989 ▼-84.9%3730.4%Consumer DiscretionaryAXPAmerican Express$337,658$1,939,583 ▼-85.2%1,2550.4%FinanceCRWDCrowdStrike$297,930$1,834,473 ▼-86.0%8450.3%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$244,891$1,848 ▲0.8%7,9510.3%ETFMSTRStrategy$201,501$1,856,750 ▼-90.2%6990.2%Computer and TechnologyIWMiShares Russell 2000 ETF$0$12,130,925 ▼-100.0%00.0%FinanceISRGIntuitive Surgical$0$2,912,537 ▼-100.0%00.0%MedicalCATCaterpillar$0$2,330,733 ▼-100.0%00.0%IndustrialsSMLRSemler Scientific$0$2,279,340 ▼-100.0%00.0%MedicalKRESPDR S&P Regional Banking ETF$0$2,190,162 ▼-100.0%00.0%ETFPWRQuanta Services$0$2,054,325 ▼-100.0%00.0%ConstructionUSLMUnited States Lime & Minerals$0$2,021,232 ▼-100.0%00.0%ConstructionTDGTransDigm Group$0$2,003,570 ▼-100.0%00.0%AerospaceKLACKLA$0$1,979,837 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$1,941,095 ▼-100.0%00.0%Computer and TechnologyBLOCK INC$0$1,785,895 ▼-100.0%00.0%CL ACOSTCostco Wholesale$0$1,389,065 ▼-100.0%00.0%Retail/WholesaleLLYEli Lilly and Company$0$1,367,212 ▼-100.0%00.0%MedicalSCHASchwab US Small-Cap ETF$0$841,484 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$222,522 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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