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
USB
Us Bancorp \De\

Financial Services
4.34K
New
$43.98 - $53.66 $191K - $233K
4.34K $207K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.57K
New
$124.61 - $133.96 $195K - $210K
1.57K $201K
HDV
Ishares Core High Dividend ETF

ETFs
1.88K
+ 73.67%
$110.82 - $121.28 $208K - $227K
4.42K $496K
GOLD
Barrick Gold Corp

Basic Materials
10.6K
New
$15.23 - $21.19 $162K - $225K
10.6K $164K
BOTZ
Global X Fds

ETFs
5.28K
+ 9.17%
$31.11 - $34.18 $164K - $180K
62.8K $2.01M
CMCSA
Comcast Corp

Communication Services
6.22K
+ 32.26%
$37.39 - $45.14 $233K - $281K
25.5K $957K
VTV
Vanguard Value ETF

ETFs
897
+ 58.51%
$168.32 - $181.87 $151K - $163K
2.43K $411K
BMY
Bristol Myers Squibb CO

Healthcare
971
+ 5.43%
$51.92 - $59.94 $50.4K - $58.2K
18.9K $1.07M
CRM
Salesforce, Inc.

Technology
25
+ 1.16%
$270.87 - $367.87 $6.77K - $9.2K
2.19K $730K
IBB
Ishares Biotechnology ETF

ETFs
1.1K
+ 57.12%
$131.21 - $148.85 $145K - $164K
3.03K $401K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.15K
+ 12.7%
$58.88 - $64.8 $480K - $528K
72.3K $4.26M
WMB
Williams Companies, Inc.

Energy
1.1K
+ 21.5%
$46.37 - $59.74 $50.8K - $65.5K
6.19K $335K
MUB
Ishares National Muni Bond ETF

ETFs
1.04K
+ 16.91%
$105.78 - $108.7 $109K - $113K
7.16K $762K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.28K
+ 4.63%
$49.79 - $51.14 $163K - $168K
74K $3.71M
BX
Blackstone Inc.

Financial Services
6
+ 0.13%
$148.45 - $199.05 $891 - $1.19K
4.58K $788K
WAT
Waters Corp

Healthcare
183
+ 10.52%
$323.11 - $392.01 $59.1K - $71.7K
1.92K $713K
SPG
Simon Property Group Inc

Real Estate
438
+ 20.08%
$167.23 - $183.84 $73.2K - $80.5K
2.62K $451K
PM
Philip Morris International Inc.

Consumer Defensive
729
+ 13.11%
$118.38 - $133.06 $86.3K - $97K
6.29K $756K
IWM
Ishares Russell 2000 ETF

ETFs
339
+ 0.61%
$216.13 - $242.4 $73.3K - $82.2K
56.3K $12.4M
RDVY
First Trust Rising Dividend Ac

ETFs
1.33K
+ 1.46%
$58.65 - $64.37 $78.1K - $85.7K
92.5K $5.47M
GM
General Motors CO

Consumer Cyclical
24
+ 0.3%
$44.82 - $60.2 $1.08K - $1.44K
8.09K $430K
TTWO
Take Two Interactive Software Inc

Communication Services
19
+ 0.9%
$147.66 - $190.46 $2.81K - $3.62K
2.12K $390K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.5K
+ 23.0%
$67.29 - $73.38 $101K - $110K
8.02K $544K
IEMG
Ishares Inc

ETFs
1.13K
+ 5.02%
N/A
23.6K $1.27M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.56K
+ 14.6%
$24.19 - $24.63 $61.9K - $63K
20.1K $485K
VGT
Vanguard Information Technolog

ETFs
34
+ 3.86%
$571.78 - $647.97 $19.4K - $22K
914 $568K
VONG
Vanguard Russell 1000 Growth E

ETFs
78
+ 1.51%
$95.27 - $107.82 $7.43K - $8.41K
5.23K $540K
DLR
Digital Realty Trust, Inc.

Real Estate
48
+ 2.2%
$156.46 - $195.69 $7.51K - $9.39K
2.23K $395K
OKE
Oneok Inc

Energy
93
+ 2.69%
$92.28 - $117.05 $8.58K - $10.9K
3.55K $355K
VOT
Vanguard Mid Cap Growth Index

ETFs
112
+ 13.51%
$241.48 - $274.89 $27K - $30.8K
941 $238K
MAR
Marriott International Inc

Consumer Cyclical
24
+ 2.42%
$246.06 - $292.59 $5.91K - $7.02K
1.01K $282K
XAR
Spdr S&P Aerospace & Defense E

ETFs
135
+ 10.59%
$153.8 - $176.52 $20.8K - $23.8K
1.41K $233K
TRV
Travelers Companies, Inc.

Financial Services
41
+ 1.22%
$225.97 - $266.66 $9.26K - $10.9K
3.41K $822K
BOND
Pimco Active Bond Exchange Tra

ETFs
583
+ 10.83%
$90.42 - $94.5 $52.7K - $55.1K
5.96K $539K
TRMB
Trimble Inc.

Technology
32
+ 0.98%
$60.21 - $75.4 $1.93K - $2.41K
3.31K $233K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
203
+ 7.39%
$118.0 - $127.04 $24K - $25.8K
2.95K $358K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
96
+ 5.9%
$201.32 - $217.44 $19.3K - $20.9K
1.72K $356K
IJS
Ishares S&P Smallcap 600 Value

ETFs
108
+ 0.77%
$104.59 - $118.05 $11.3K - $12.7K
14.1K $1.53M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
108
+ 1.66%
$55.73 - $66.16 $6.02K - $7.15K
6.61K $398K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
87
+ 2.23%
$100.18 - $109.1 $8.72K - $9.49K
3.99K $418K
HYG
Ishares Tr

ETFs
378
+ 7.43%
$78.09 - $80.04 $29.5K - $30.3K
5.47K $430K
NEAR
Blackrock Short Maturity Bond

ETFs
475
+ 8.59%
$50.28 - $51.08 $23.9K - $24.3K
6K $303K
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 95.62%
$181.96 - $405.9 $211K - $470K
2.37K $431K
PCAR
Paccar Inc

Industrials
56
+ 2.6%
$97.92 - $118.41 $5.48K - $6.63K
2.21K $229K
ITRI
Itron, Inc.

Technology
125
+ 6.07%
$101.26 - $124.45 $12.7K - $15.6K
2.19K $237K
SYK
Stryker Corp

Healthcare
52
+ 3.8%
$345.14 - $392.15 $17.9K - $20.4K
1.42K $511K
VLO
Valero Energy Corp

Energy
1.46K
+ 11.12%
$118.59 - $144.02 $173K - $210K
14.6K $1.79M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
389
+ 8.1%
$51.54 - $52.55 $20K - $20.4K
5.19K $268K
GLD
Spdr Gold Trust

ETFs
70
+ 2.92%
$236.59 - $257.5 $16.6K - $18K
2.47K $597K
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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