Pinnacle Wealth Management Advisory Group, LLC Reduced Holdings in Q4 2024

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESS
Essex Property Trust, Inc.

Real Estate
-1
- 0.11%
N/A
872 $237K
TFC
Truist Financial Corp

Financial Services
-143
- 1.65%
$41.51 - $48.1 $5.94K - $6.88K
8.51K $369K
XLP
Consumer Staples Sector Spdr

ETFs
-16
- 0.51%
N/A
3.11K $236K
ETN
Eaton Corp PLC

Industrials
-7
- 0.17%
$326.96 - $377.52 $2.29K - $2.64K
4.19K $1.39M
Coherent Corp
-370
- 11.01%
N/A
2.99K $0
MNST
Monster Beverage Corp

Consumer Defensive
-22
- 0.5%
$49.24 - $56.38 $1.08K - $1.24K
4.42K $232K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-84
- 0.55%
$417.69 - $450.94 $35.1K - $37.9K
15.3K $6.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
-72
- 3.96%
$264.18 - $304.19 $19K - $21.9K
1.75K $488K
PH
Parker Hannifin Corp

Industrials
-6
- 0.39%
$621.74 - $709.46 $3.73K - $4.26K
1.55K $987K
IWP
Ishares Russell Mid Cap Growth

ETFs
-130
- 6.31%
$116.4 - $138.52 $15.1K - $18K
1.93K $244K
FICO
Fair Isaac Corp

Technology
-1
- 0.61%
$1911.01 - $2382.4 $1.91K - $2.38K
162 $322K
ROK
Rockwell Automation, Inc

Industrials
-12
- 1.61%
$264.65 - $302.92 $3.18K - $3.64K
733 $209K
MO
Altria Group, Inc.

Consumer Defensive
-41
- 0.47%
$49.06 - $57.74 $2.01K - $2.37K
8.63K $451K
FDX
Fedex Corp

Industrials
-52
- 1.47%
$260.5 - $305.15 $13.5K - $15.9K
3.48K $979K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-8
- 0.91%
$229.83 - $258.46 $1.84K - $2.07K
870 $215K
TJX
Tjx Companies Inc

Consumer Cyclical
-59
- 0.94%
$112.15 - $127.2 $6.62K - $7.5K
6.25K $755K
APH
Amphenol Corp

Technology
-24
- 0.61%
$62.07 - $75.35 $1.49K - $1.81K
3.88K $269K
GHC
Graham Holdings CO

Consumer Defensive
-3
- 0.84%
$771.16 - $960.36 $2.31K - $2.88K
353 $307K
BK
Bank Of New York Mellon Corp

Financial Services
-22
- 0.54%
$70.82 - $81.87 $1.56K - $1.8K
4.09K $314K
TMUS
T Mobile Us, Inc.

Communication Services
-19
- 1.15%
$206.1 - $246.94 $3.92K - $4.69K
1.64K $361K
BSX
Boston Scientific Corp

Healthcare
-83
- 1.66%
$83.62 - $91.5 $6.94K - $7.59K
4.9K $438K
HON
Honeywell International Inc

Industrials
-400
- 6.85%
$202.84 - $236.0 $81.1K - $94.4K
5.44K $1.23M
ISRG
Intuitive Surgical Inc

Healthcare
-43
- 2.82%
$471.27 - $550.62 $20.3K - $23.7K
1.48K $773K
AMP
Ameriprise Financial Inc

Financial Services
-33
- 4.56%
$473.15 - $574.01 $15.6K - $18.9K
691 $367K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-538
- 18.44%
$173.13 - $258.09 $93.1K - $139K
2.38K $548K
COF
Capital One Financial Corp

Financial Services
-97
- 4.34%
$145.19 - $192.01 $14.1K - $18.6K
2.14K $381K
MCK
Mckesson Corp

Healthcare
-31
- 3.6%
$482.27 - $628.5 $15K - $19.5K
830 $473K
SKYY
First Trust Cloud Computing Et

ETFs
-6
- 0.2%
$99.98 - $130.46 $600 - $783
3.06K $364K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-154
- 1.47%
$178.39 - $215.0 $27.5K - $33.1K
10.3K $1.99M
PAYX
Paychex Inc

Industrials
-66
- 0.57%
$135.86 - $148.73 $8.97K - $9.82K
11.5K $1.61M
C
Citigroup Inc

Financial Services
-735
- 4.43%
$61.31 - $72.5 $45.1K - $53.3K
15.8K $1.12M
SCHW
Schwab Charles Corp

Financial Services
-57
- 0.56%
$63.31 - $82.85 $3.61K - $4.72K
10.1K $750K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 2.72%
$4100.99 - $5300.34 $16.4K - $21.2K
143 $710K
NOW
Service Now, Inc.

Technology
-5
- 0.74%
$867.18 - $1148.42 $4.34K - $5.74K
674 $714K
EMR
Emerson Electric CO

Industrials
-214
- 2.27%
$108.13 - $134.33 $23.1K - $28.7K
9.21K $1.14M
BA
Boeing CO

Industrials
-206
- 3.33%
$138.14 - $180.72 $28.5K - $37.2K
5.98K $1.06M
CMI
Cummins Inc

Industrials
-2
- 0.04%
$324.93 - $383.42 $650 - $767
4.67K $1.63M
WFC
Wells Fargo & Company

Financial Services
-536
- 4.46%
$54.98 - $77.35 $29.5K - $41.5K
11.5K $806K
BAC
Bank Of America Corp

Financial Services
-2.58K
- 3.67%
$39.22 - $47.77 $101K - $123K
67.8K $2.98M
GOOG
Alphabet Inc.

Communication Services
-638
- 2.82%
$163.08 - $198.16 $104K - $126K
22K $4.18M
MA
Mastercard Inc

Financial Services
-208
- 1.32%
$491.3 - $536.15 $102K - $112K
15.6K $8.2M
CSCO
Cisco Systems, Inc.

Technology
-22
- 0.03%
$52.45 - $60.02 $1.15K - $1.32K
74.6K $4.42M
AXP
American Express CO

Financial Services
-181
- 0.76%
$267.35 - $305.57 $48.4K - $55.3K
23.5K $6.98M
MS
Morgan Stanley

Financial Services
-30
- 0.07%
$104.42 - $134.99 $3.13K - $4.05K
45.2K $5.69M
WMT
Walmart Inc.

Consumer Defensive
-1.73K
- 1.33%
$79.1 - $95.7 $137K - $166K
129K $11.6M
NVDA
Nvidia Corp

Technology
-1.9K
- 1.28%
$117.0 - $148.88 $223K - $283K
146K $19.7M
GOOGL
Alphabet Inc.

Communication Services
-405
- 0.53%
$161.86 - $196.66 $65.6K - $79.6K
75.4K $14.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-112
- 0.84%
$213.65 - $479.86 $23.9K - $53.7K
13.1K $5.31M
AAPL
Apple Inc.

Technology
-2.01K
- 0.88%
$221.69 - $259.02 $445K - $520K
226K $56.6M
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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