Pinnacle Wealth Management Advisory Group, LLC Purchases in Q4 2024

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
948
+ 1.56%
$159.67 - $250.0 $151K - $237K
61.7K $14.3M
AMZN
Amazon Com Inc

Consumer Cyclical
309
+ 0.44%
$180.88 - $232.93 $55.9K - $72K
70.4K $15.4M
VB
Vanguard Small Cap ETF

ETFs
8.09K
+ 6.26%
$233.76 - $261.58 $1.89M - $2.12M
137K $33M
ADP
Automatic Data Processing Inc

Industrials
6.97K
+ 145.25%
$280.08 - $307.97 $1.95M - $2.15M
11.8K $3.44M
VTI
Vanguard Total Stock Market Et

ETFs
4.05K
+ 3.73%
$280.04 - $302.45 $1.13M - $1.23M
113K $32.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.36K
+ 2.81%
$481.22 - $538.17 $654K - $731K
49.8K $25.4M
FDN
First Tr Fd Dow Jones

ETFs
3.27K
+ 13.7%
$210.5 - $257.24 $687K - $840K
27.1K $6.59M
JPM
Jpmorgan Chase & CO

Financial Services
339
+ 0.83%
$205.18 - $250.29 $69.6K - $84.8K
41.1K $9.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
991
+ 1.94%
$567.81 - $607.81 $563K - $602K
52.1K $30.6M
IVV
Ishares Core S&P 500 ETF

ETFs
976
+ 2.14%
$570.51 - $610.59 $557K - $596K
46.6K $27.5M
USFR
Wisdomtree Floating Rate Treas

ETFs
17.7K
+ 118.85%
$50.23 - $50.46 $891K - $895K
32.7K $1.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.17K
+ 2.4%
$176.42 - $186.91 $1.09M - $1.15M
263K $46.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.76K
+ 87.83%
$238.25 - $261.28 $658K - $722K
5.91K $1.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.46K
New
$94.43 - $105.47 $610K - $682K
6.46K $656K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.3K
+ 52.62%
$29.73 - $30.81 $604K - $626K
58.9K $1.79M
NFLX
Netflix Inc

Communication Services
109
+ 3.98%
$687.65 - $936.56 $75K - $102K
2.85K $2.54M
META
Meta Platforms, Inc.

Communication Services
693
+ 6.63%
$554.08 - $632.68 $384K - $438K
11.1K $6.57M
V
Visa Inc.

Financial Services
398
+ 3.74%
$273.87 - $320.91 $109K - $128K
11K $3.49M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.13K
+ 2.13%
$58.39 - $67.04 $125K - $143K
102K $6.5M
FSK
Fs Kkr Capital Corp

Financial Services
24K
New
$19.71 - $22.22 $473K - $534K
24K $521K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.66K
+ 6.2%
$174.22 - $187.62 $813K - $875K
79.9K $14M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
14.4K
New
$35.45 - $40.33 $510K - $581K
14.4K $516K
GILD
Gilead Sciences, Inc.

Healthcare
2.58K
+ 8.29%
$83.95 - $97.9 $217K - $253K
33.7K $3.11M
VV
Vanguard Large Cap ETF

ETFs
1.34K
+ 6.15%
$260.27 - $280.65 $349K - $376K
23.1K $6.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
711K
+ 214.93%
$26.93 - $84.95 $19.2M - $60.4M
1.04M $28.5M
ABBV
Abb Vie Inc.

Healthcare
3.95K
+ 34.93%
$164.99 - $203.87 $651K - $805K
15.2K $2.71M
VUG
Vanguard Growth ETF

ETFs
1.04K
+ 114.07%
$378.79 - $428.11 $393K - $444K
1.95K $799K
QCOM
Qualcomm Inc

Technology
3.6K
+ 41.46%
$150.4 - $178.04 $541K - $640K
12.3K $1.88M
BXSL
Blackstone Secured Lending Fund

Financial Services
12.5K
New
$29.25 - $33.27 $365K - $416K
12.5K $403K
IVE
Ishares S&P 500 Value ETF

ETFs
2.13K
+ 127.63%
$189.5 - $206.17 $403K - $438K
3.79K $723K
IEFA
Ishares Tr

ETFs
5.59K
New
$70.06 - $77.43 $392K - $433K
5.59K $393K
XLK
Technology Sector Spdr

ETFs
1.49K
+ 24.41%
$220.26 - $241.44 $328K - $360K
7.59K $1.76M
IXC
Ishares Tr Global Energy ETF

ETFs
11.1K
+ 62.23%
$36.95 - $43.06 $410K - $478K
28.9K $1.1M
GS
Goldman Sachs Group Inc

Financial Services
290
+ 10.95%
$486.1 - $608.57 $141K - $176K
2.94K $1.68M
GWW
W.W. Grainger, Inc.

Industrials
333
+ 44.76%
$1023.06 - $1220.93 $341K - $407K
1.08K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
227
+ 4.5%
$873.59 - $994.69 $198K - $226K
5.27K $4.83M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.99K
+ 33.78%
$87.25 - $95.52 $348K - $381K
15.8K $1.4M
GBDC
Golub Capital Bdc, Inc.

Financial Services
23.3K
New
$14.69 - $15.67 $342K - $365K
23.3K $353K
BR
Broadridge Financial Solutions, Inc.

Technology
1.56K
New
$209.64 - $236.44 $327K - $369K
1.56K $352K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
430
+ 4.03%
$521.84 - $558.82 $224K - $240K
11.1K $5.99M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
17.9K
+ 9.0%
$39.3 - $41.34 $703K - $739K
217K $8.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.53K
New
$50.37 - $50.6 $278K - $280K
5.53K $278K
AMBA
Ambarella Inc

Technology
3.53K
New
$54.22 - $76.22 $191K - $269K
3.53K $256K
VIG
Vanguard Dividend Appreciation

ETFs
1.34K
+ 8.59%
N/A
17K $3.09M
EXPE
Expedia Group, Inc.

Consumer Cyclical
712
+ 26.56%
$146.47 - $191.01 $104K - $136K
3.39K $632K
DE
Deere & CO

Industrials
523
+ 26.44%
$389.45 - $466.0 $204K - $244K
2.5K $1.06M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.02K
+ 82.06%
$77.02 - $78.58 $232K - $237K
6.69K $516K
ACWI
Ishares Msci Acwi ETF

ETFs
2.42K
+ 8.57%
$117.05 - $123.03 $283K - $297K
30.6K $3.6M
GATX
Gatx Corp

Industrials
1.4K
New
$128.5 - $165.82 $180K - $232K
1.4K $216K
Activity Summary
Buys All Purchases 166 New Holdings 16 Increased Positions 150 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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