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
MSI
Motorola Solutions, Inc.

Technology
8
+ 1.2%
$449.08 - $504.6 $3.59K - $4.04K
672 $310K
ACN
Accenture PLC

Technology
58
+ 1.17%
$343.9 - $376.86 $19.9K - $21.9K
5K $1.76M
INTU
Intuit Inc

Technology
7
+ 0.92%
$602.01 - $706.25 $4.21K - $4.94K
771 $484K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
121
+ 1.91%
$41.09 - $45.94 $4.97K - $5.56K
6.44K $270K
PNR
Pentair PLC

Industrials
4
+ 0.19%
$95.0 - $109.21 $380 - $437
2.16K $216K
ADI
Analog Devices Inc

Technology
160
+ 9.87%
$206.35 - $236.48 $33K - $37.8K
1.78K $378K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.14K
+ 3.6%
$115.08 - $119.55 $131K - $136K
32.8K $3.79M
ORCL
Oracle Corp

Technology
251
+ 2.35%
$165.41 - $192.43 $41.5K - $48.3K
10.9K $1.82M
PRU
Prudential Financial Inc

Financial Services
65
+ 3.61%
$114.59 - $129.52 $7.45K - $8.42K
1.87K $221K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.06%
$563.99 - $620.12 $3.95K - $4.34K
11.6K $6.62M
DGRO
Ishares Core Dividend Growth E

ETFs
400
+ 2.31%
$60.73 - $64.94 $24.3K - $26K
17.7K $1.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
150
+ 3.14%
$80.93 - $85.66 $12.1K - $12.8K
4.93K $398K
DOV
Dover Corp

Industrials
32
+ 2.69%
$184.72 - $206.51 $5.91K - $6.61K
1.22K $229K
Ge Vernova Inc
2
+ 0.18%
N/A
1.09K $0
Blackrock Inc
6.32K
New
N/A
6.32K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
34.6K
+ 16.83%
N/A
240K $0
Lam Research
20.3K
New
N/A
20.3K $0
Linde PLC
162
+ 6.97%
N/A
2.49K $0
Arista Networks Inc
3.22K
New
N/A
3.22K $0
MCO
Moodys Corp

Financial Services
1
+ 0.13%
$454.04 - $500.88 $454 - $501
795 $376K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
97
+ 6.12%
$131.66 - $144.0 $12.8K - $14K
1.68K $222K
CVLT
Commvault Systems Inc

Technology
10
+ 0.64%
$132.26 - $177.6 $1.32K - $1.78K
1.57K $236K
PLUG
Plug Power Inc

Industrials
296
+ 1.23%
$1.87 - $2.67 $554 - $790
24.4K $51K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
332
+ 7.04%
$56.61 - $61.63 $18.8K - $20.5K
5.05K $286K
XLE
Energy Sector Spdr

ETFs
10
+ 0.31%
$83.32 - $97.27 $833 - $973
3.25K $278K
VOE
Vanguard Mid Cap Value Index F

ETFs
14
+ 0.92%
$160.89 - $176.18 $2.25K - $2.47K
1.54K $249K
DUK
Duke Energy Corp

Utilities
285
+ 5.82%
$105.76 - $120.76 $30.1K - $34.4K
5.18K $557K
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 0.3%
$285.5 - $335.62 $1.14K - $1.34K
1.35K $391K
KMB
Kimberly Clark Corp

Consumer Defensive
49
+ 3.18%
$130.37 - $146.09 $6.39K - $7.16K
1.59K $208K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22K
+ 96.76%
$25.33 - $51.16 $556K - $1.12M
44.6K $1.15M
MPC
Marathon Petroleum Corp

Energy
402
+ 13.06%
$131.65 - $174.84 $52.9K - $70.3K
3.48K $485K
CTAS
Cintas Corp

Industrials
1
+ 0.08%
$182.7 - $226.47 $183 - $226
1.21K $220K
ECL
Ecolab Inc.

Basic Materials
2
+ 0.13%
$234.32 - $261.43 $469 - $523
1.5K $351K
LOW
Lowes Companies Inc

Consumer Cyclical
490
+ 7.64%
$244.52 - $284.07 $120K - $139K
6.91K $1.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.02%
$63.27 - $70.31 $63.3 - $70.3
5.01K $318K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
109
+ 2.4%
$114.08 - $125.68 $12.4K - $13.7K
4.66K $533K
XLV
Select Sector Spdr Fund Health

ETFs
146
+ 3.9%
$136.28 - $154.74 $19.9K - $22.6K
3.89K $534K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 0.56%
$209.89 - $233.24 $5.25K - $5.83K
4.47K $949K
CEG
Constellation Energy Corp

Utilities
3
+ 0.25%
$224.28 - $285.52 $673 - $857
1.21K $271K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
63
+ 2.49%
$104.5 - $125.64 $6.58K - $7.92K
2.6K $271K
HUM
Humana Inc

Healthcare
37
+ 3.58%
$233.89 - $304.18 $8.65K - $11.3K
1.07K $271K
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.63K
+ 3.94%
$71.75 - $75.11 $476K - $498K
175K $12.6M
PHM
Pultegroup Inc

Consumer Cyclical
1.7K
+ 22.88%
$108.86 - $149.04 $185K - $253K
9.13K $994K
MU
Micron Technology Inc

Technology
85
+ 1.91%
$84.16 - $113.41 $7.15K - $9.64K
4.53K $381K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.49K
+ 0.85%
$113.92 - $127.38 $170K - $190K
177K $20.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.97K
+ 2.71%
$57.53 - $60.83 $516K - $546K
340K $19.6M
GIS
General Mills Inc

Consumer Defensive
2.26K
+ 7.74%
$62.78 - $74.62 $142K - $169K
31.4K $2M
XOM
Exxon Mobil Corp

Energy
739
+ 3.11%
$105.51 - $125.37 $78K - $92.6K
24.5K $2.64M
CL
Colgate Palmolive CO

Consumer Defensive
8
+ 0.07%
$90.22 - $102.31 $722 - $818
11.9K $1.09M
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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