Pinnacle Wealth Management, LLC Top Holdings and 13F Report (2025) About Pinnacle Wealth Management, LLCInvestment ActivityPinnacle Wealth Management, LLC has $119.58 million in total holdings as of June 30, 2025.Pinnacle Wealth Management, LLC owns shares of 39 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 37.36% of the portfolio was purchased this quarter.About 20.24% of the portfolio was sold this quarter.This quarter, Pinnacle Wealth Management, LLC has purchased 62 new stocks and bought additional shares in 26 stocks.Pinnacle Wealth Management, LLC sold shares of 5 stocks and completely divested from 31 stocks this quarter.Largest Holdings PIMCO Multi Sector Bond Active ETF $15,448,217J P MORGAN EXCHANGE TRADED F $12,696,918JPMorgan Equity Premium Income ETF $6,275,899NVIDIA $5,631,250PALANTIR TECHNOLOGIES INC $5,289,761 Largest New Holdings this Quarter 78464A409 - SPDR Portfolio S&P 500 Growth ETF $3,020,310 Holding87283Q784 - T ROWE PRICE ETF INC $2,944,858 Holding002824100 - Abbott Laboratories $2,565,693 Holding773121108 - ROCKET LAB CORP $2,512,628 Holding743315103 - Progressive $2,331,823 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 31,686 shares (about $3.02M)T ROWE PRICE ETF INC 119,225 shares (about $2.94M)Abbott Laboratories 18,864 shares (about $2.57M)ROCKET LAB CORP 70,244 shares (about $2.51M)J P MORGAN EXCHANGE TRADED F 46,312 shares (about $2.48M) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 49,373 shares (about $2.81M)Cadence Design Systems 4,908 shares (about $1.51M)PIMCO Multi Sector Bond Active ETF 22,631 shares (about $600.63K)BNY Mellon US Large Cap Core Equity ETF 243 shares (about $28.78K)Schwab Fundamental Emerging Markets Equity ETF 796 shares (about $26.28K) 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$15,448,217$600,627 ▼-3.7%582,07312.9%ETFJ P MORGAN EXCHANGE TRADED F$12,696,918$2,481,860 ▲24.3%236,92710.6%ACTIVE BOND ETFJEPIJPMorgan Equity Premium Income ETF$6,275,899$2,806,855 ▼-30.9%110,3945.2%ETFNVDANVIDIA$5,631,250$144,877 ▲2.6%35,6434.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC$5,289,761$132,230 ▲2.6%38,8044.4%CL AAXONAxon Enterprise$4,164,538$367,605 ▲9.7%5,0303.5%AerospaceMETAMeta Platforms$3,387,833$14,762 ▲0.4%4,5902.8%Computer and TechnologyARISTA NETWORKS INC$3,190,742$731,107 ▲29.7%31,1872.7%COM SHSSPYGSPDR Portfolio S&P 500 Growth ETF$3,020,310$3,020,310 ▲New Holding31,6862.5%ETFT ROWE PRICE ETF INC$2,944,858$2,944,858 ▲New Holding119,2252.5%CAPITAL APPRECIAAPPLOVIN CORP$2,914,066$1,090,849 ▲59.8%8,3242.4%COM CL AMSFTMicrosoft$2,893,450$921,208 ▲46.7%5,8172.4%Computer and TechnologyAXPAmerican Express$2,835,732$2,435,412 ▲608.4%8,8902.4%FinanceJPMJPMorgan Chase & Co.$2,830,971$2,358,708 ▲499.4%9,7652.4%FinanceCRWDCrowdStrike$2,786,435$2,356,068 ▲547.5%5,4712.3%Computer and TechnologyAMZNAmazon.com$2,775,187$39,050 ▲1.4%12,6502.3%Retail/WholesaleNFLXNetflix$2,705,043$2,205,547 ▲441.6%2,0202.3%Consumer DiscretionaryMSTRStrategy$2,693,384$2,410,827 ▲853.2%6,6632.3%Computer and TechnologyABTAbbott Laboratories$2,565,693$2,565,693 ▲New Holding18,8642.1%MedicalTSLATesla$2,513,961$387,228 ▲18.2%7,9142.1%Auto/Tires/TrucksROCKET LAB CORP$2,512,628$2,512,628 ▲New Holding70,2442.1%COMGOOGAlphabet$2,419,153$84,973 ▲3.6%13,6372.0%Computer and TechnologyAAPLApple$2,404,798$972,711 ▲67.9%11,7212.0%Computer and TechnologyPGRProgressive$2,331,823$2,331,823 ▲New Holding8,7382.0%FinanceHIMSHims & Hers Health$2,225,802$1,480,744 ▲198.7%44,6501.9%MedicalCVNACarvana$2,146,772$914,172 ▲74.2%6,3711.8%Retail/WholesaleTWLOTwilio$2,027,441$1,283,395 ▲172.5%16,3031.7%Computer and TechnologySPOTSpotify Technology$2,005,827$955,338 ▲90.9%2,6141.7%Computer and TechnologyHOODRobinhood Markets$1,898,067$1,898,067 ▲New Holding20,2721.6%FinanceSMLRSemler Scientific$1,796,335$1,796,335 ▲New Holding46,3691.5%MedicalESEESCO Technologies$1,786,693$755,584 ▲73.3%9,3121.5%IndustrialsLRNStride$1,591,718$852,991 ▲115.5%10,9631.3%Consumer DiscretionaryIBKRInteractive Brokers Group$1,589,602$1,407,469 ▲772.8%28,6881.3%FinanceOKTAOkta$1,321,204$518,844 ▲64.7%13,2161.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$657,062$55,721 ▲9.3%15,4240.5%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$590,137$28,779 ▼-4.6%4,9830.5%ETFXLKTechnology Select Sector SPDR Fund$242,341$242,341 ▲New Holding9570.2%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$236,187$26,276 ▼-10.0%7,1550.2%ETFCDNSCadence Design Systems$229,264$1,512,403 ▼-86.8%7440.2%Computer and TechnologySKWDSkyward Specialty Insurance Group$0$819,678 ▼-100.0%00.0%FinanceSNEXStoneX Group$0$758,530 ▼-100.0%00.0%FinanceHCKTThe Hackett Group$0$758,464 ▼-100.0%00.0%Business ServicesSFMSprouts Farmers Market$0$753,431 ▼-100.0%00.0%Retail/WholesaleTPXTempur Sealy International$0$732,452 ▼-100.0%00.0%Retail/WholesaleTBBKBancorp$0$722,323 ▼-100.0%00.0%FinanceGCMGGCM Grosvenor$0$719,381 ▼-100.0%00.0%FinanceCVLTCommVault Systems$0$682,312 ▼-100.0%00.0%Computer and TechnologyATLCAtlanticus$0$678,402 ▼-100.0%00.0%FinanceFLSFlowserve$0$674,041 ▼-100.0%00.0%IndustrialsENVAEnova International$0$667,133 ▼-100.0%00.0%FinanceOSPNOnespan$0$666,806 ▼-100.0%00.0%Computer and TechnologyGMEDGlobus Medical$0$664,363 ▼-100.0%00.0%MedicalCRCrane$0$655,151 ▼-100.0%00.0%IndustrialsWSMWilliams-Sonoma$0$654,692 ▼-100.0%00.0%Retail/WholesaleOSISOSI Systems$0$636,464 ▼-100.0%00.0%Computer and TechnologyAWIArmstrong World Industries$0$618,181 ▼-100.0%00.0%ConstructionAVPTAvePoint$0$608,646 ▼-100.0%00.0%Computer and TechnologyDOCSDoximity$0$581,170 ▼-100.0%00.0%MedicalWINGWingstop$0$579,741 ▼-100.0%00.0%Retail/WholesaleDIGITALOCEAN HLDGS INC$0$555,843 ▼-100.0%00.0%COMSNSharkNinja$0$545,835 ▼-100.0%00.0%Retail/WholesaleZETA GLOBAL HOLDINGS CORP$0$538,590 ▼-100.0%00.0%CL AQNSTQuinStreet$0$534,772 ▼-100.0%00.0%Computer and TechnologyBROSDutch Bros$0$534,607 ▼-100.0%00.0%Retail/WholesaleFTDRFrontdoor$0$527,622 ▼-100.0%00.0%ConstructionRKLBRocket Lab$0$492,826 ▼-100.0%00.0%AerospaceTEAMAtlassian$0$480,868 ▼-100.0%00.0%Computer and TechnologyPSTGPure Storage$0$478,780 ▼-100.0%00.0%Computer and TechnologyIONQIonQ$0$463,845 ▼-100.0%00.0%Computer and TechnologyTDOCTeladoc Health$0$442,457 ▼-100.0%00.0%MedicalShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access