The Analysis of Pinnacle Wealth Management Group, Inc.'s Holdings
Currently, Pinnacle Wealth Management Group, Inc. holds 129 types of securities in its portfolio with a total value $195.1M. In the most recent quarter, they have increased their positions in VO (+18.3K shares, valued at $5.4M), DDTL (+81.3K shares, valued at $1.7M), VXUS (+8.3K shares, valued at $610.2K); decreased their positions in IJH (-6.8K shares, valued at $446.6K), MSFT (-242 shares, valued at $125.3K), UPS (-1.3K shares, valued at $105.2K); initiated new positions in VO (+18.3K shares, valued at $5.4M), DDTL (+81.3K shares, valued at $1.7M), BABA (+1.4K shares, valued at $257.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
UITB VICTORY PORTFOLIOS II182.3K shares3.62%2025-09-302025-10-08
VMBS VANGUARD SCOTTSDALE FDS176.4K shares4.75%2025-09-302025-10-08
TBIL RBB FD INC164.7K shares5.52%2025-09-302025-10-08
USTB VICTORY PORTFOLIOS II152.1K shares4.49%2025-09-302025-10-08
QQQ INVESCO QQQ TR12.3K shares6.07%2025-09-302025-10-08
MSFT MICROSOFT CORP13.6K shares-1.75%2025-09-302025-10-08
QFLR INNOVATOR ETFS TRUST194.8K shares2.88%2025-09-302025-10-08
GDX VANECK ETF TRUST84.4K shares0.92%2025-09-302025-10-08
SFLR INNOVATOR ETFS TRUST163.5K shares6.91%2025-09-302025-10-08
RSP INVESCO EXCHANGE TRADED FD T30.3K shares3.54%2025-09-302025-10-08
VXUS VANGUARD STAR FDS78.3K shares11.87%2025-09-302025-10-08
VO VANGUARD INDEX FDS18.3K sharesnew addition2025-09-302025-10-08
IWM ISHARES TR22.1K shares4.04%2025-09-302025-10-08
MS MORGAN STANLEY31.7K shares-0.76%2025-09-302025-10-08
SPLV INVESCO EXCH TRADED FD TR II65.0K shares10.35%2025-09-302025-10-08
PAPR INNOVATOR ETFS TRUST117.1K shares-0.66%2025-09-302025-10-08
AEM AGNICO EAGLE MINES LTD25.1K shares0.08%2025-09-302025-10-08
PMAY INNOVATOR ETFS TRUST101.9K shares-0.82%2025-09-302025-10-08
JPM JPMORGAN CHASE & CO.11.1K shares0.56%2025-09-302025-10-08
NGD NEW GOLD INC CDA432.8K shares0.00%2025-09-302025-10-08
AAPL APPLE INC11.9K shares-3.12%2025-09-302025-10-08
SPHD INVESCO EXCH TRADED FD TR II57.6K shares4.44%2025-09-302025-10-08
KBWB INVESCO EXCH TRADED FD TR II36.4K shares4.10%2025-09-302025-10-08
VPU VANGUARD WORLD FD15.0K shares4.32%2025-09-302025-10-08
PDEC INNOVATOR ETFS TRUST67.2K shares-0.59%2025-09-302025-10-08
BUG GLOBAL X FDS76.9K shares3.77%2025-09-302025-10-08
PJUN INNOVATOR ETFS TRUST63.3K shares-0.39%2025-09-302025-10-08
AGI ALAMOS GOLD INC NEW72.1K shares0.54%2025-09-302025-10-08
XLV SELECT SECTOR SPDR TR17.8K shares10.31%2025-09-302025-10-08
PSEP INNOVATOR ETFS TRUST43.6K shares0.68%2025-09-302025-10-08
PMAR INNOVATOR ETFS TRUST37.9K shares0.00%2025-09-302025-10-08
DDTL INNOVATOR ETFS TRUST81.3K sharesnew addition2025-09-302025-10-08
STIP ISHARES TR14.8K shares-1.33%2025-09-302025-10-08
PFEB INNOVATOR ETFS TRUST37.3K shares0.00%2025-09-302025-10-08
V VISA INC4.3K shares0.31%2025-09-302025-10-08
AMZN AMAZON COM INC6.5K shares-1.68%2025-09-302025-10-08
VZ VERIZON COMMUNICATIONS INC29.3K shares-0.21%2025-09-302025-10-08
RSG REPUBLIC SVCS INC5.3K shares-3.12%2025-09-302025-10-08
ITOT ISHARES TR7.5K shares28.92%2025-09-302025-10-08
PEP PEPSICO INC7.7K shares-2.36%2025-09-302025-10-08
GOOGL ALPHABET INC4.4K shares-1.12%2025-09-302025-10-08
ABBV ABBVIE INC4.6K shares0.07%2025-09-302025-10-08
ORCL ORACLE CORP3.7K shares0.00%2025-09-302025-10-08
GOOG ALPHABET INC4.0K shares0.00%2025-09-302025-10-08
TMUS T-MOBILE US INC3.9K shares0.00%2025-09-302025-10-08
PAUG INNOVATOR ETFS TRUST21.0K shares16.99%2025-09-302025-10-08
TSM TAIWAN SEMICONDUCTOR MFG LTD2.8K shares0.00%2025-09-302025-10-08
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-08
VTI VANGUARD INDEX FDS2.2K shares-0.45%2025-09-302025-10-08
BA BOEING CO3.4K shares-0.89%2025-09-302025-10-08
BSEP INNOVATOR ETFS TRUST14.0K shares2.93%2025-09-302025-10-08
PJAN INNOVATOR ETFS TRUST14.6K shares0.00%2025-09-302025-10-08
SHY ISHARES TR7.4K shares-0.74%2025-09-302025-10-08
ADP AUTOMATIC DATA PROCESSING IN2.0K shares0.05%2025-09-302025-10-08
PAVE GLOBAL X FDS12.5K shares-1.96%2025-09-302025-10-08
BIPC BROOKFIELD INFRASTRUCTURE CO14.4K shares-1.37%2025-09-302025-10-08
WELL WELLTOWER INC3.3K shares0.00%2025-09-302025-10-08
PG PROCTER AND GAMBLE CO3.7K shares-1.00%2025-09-302025-10-08
PJUL INNOVATOR ETFS TRUST11.9K shares4.83%2025-09-302025-10-08
DUK DUKE ENERGY CORP NEW4.0K shares0.00%2025-09-302025-10-08
DIA SPDR DOW JONES INDL AVERAGE1.1K shares-0.38%2025-09-302025-10-08
KT KT CORP24.9K shares0.00%2025-09-302025-10-08
SO SOUTHERN CO5.1K shares-1.54%2025-09-302025-10-08
POCT INNOVATOR ETFS TRUST11.0K shares0.00%2025-09-302025-10-08
JNJ JOHNSON & JOHNSON2.5K shares-0.98%2025-09-302025-10-08
SPTM SPDR SERIES TRUST5.7K shares0.02%2025-09-302025-10-08
BAUG INNOVATOR ETFS TRUST9.4K shares11.83%2025-09-302025-10-08
NXT NEXTRACKER INC6.2K shares0.00%2025-09-302025-10-08
AMT AMERICAN TOWER CORP NEW2.3K shares-2.10%2025-09-302025-10-08
BMAR INNOVATOR ETFS TRUST8.7K shares-3.33%2025-09-302025-10-08
NEE NEXTERA ENERGY INC5.8K shares2.82%2025-09-302025-10-08
ZAUG INNOVATOR ETFS TRUST16.6K shares2.16%2025-09-302025-10-08
ECL ECOLAB INC1.6K shares0.06%2025-09-302025-10-08
BRK.B BERKSHIRE HATHAWAY INC DEL866 shares-0.69%2025-09-302025-10-08
DTE DTE ENERGY CO3.0K shares0.83%2025-09-302025-10-08
IEF ISHARES TR4.5K shares84.06%2025-09-302025-10-08
NVDA NVIDIA CORPORATION2.3K shares0.22%2025-09-302025-10-08
PNOV INNOVATOR ETFS TRUST10.2K shares0.00%2025-09-302025-10-08
AEE AMEREN CORP4.0K shares0.00%2025-09-302025-10-08
CCI CROWN CASTLE INC4.2K shares0.43%2025-09-302025-10-08
BEPC BROOKFIELD RENEWABLE CORP11.7K shares0.00%2025-09-302025-10-08
SKE SKEENA RES LTD NEW19.6K shares0.00%2025-09-302025-10-08
IXUS ISHARES TR4.3K shares-2.16%2025-09-302025-10-08
SCHD SCHWAB STRATEGIC TR12.9K shares0.28%2025-09-302025-10-08
BDEC INNOVATOR ETFS TRUST7.3K shares0.00%2025-09-302025-10-08
NEM NEWMONT CORP4.1K shares-1.43%2025-09-302025-10-08
CVX CHEVRON CORP NEW2.2K shares-19.53%2025-09-302025-10-08
VMC VULCAN MATLS CO1.1K shares0.00%2025-09-302025-10-08
IWD ISHARES TR1.6K shares0.00%2025-09-302025-10-08
CMS CMS ENERGY CORP4.3K shares-3.34%2025-09-302025-10-08
BAC BANK AMERICA CORP6.1K shares-4.14%2025-09-302025-10-08
QUAL ISHARES TR1.6K shares-6.39%2025-09-302025-10-08
JAJL INNOVATOR ETFS TRUST10.8K shares-4.41%2025-09-302025-10-08
VOO VANGUARD INDEX FDS506 shares0.00%2025-09-302025-10-08
DTM DT MIDSTREAM INC2.7K shares0.00%2025-09-302025-10-08
MDLZ MONDELEZ INTL INC4.9K shares0.00%2025-09-302025-10-08
IBDQ ISHARES TR12.0K shares0.00%2025-09-302025-10-08
SPTS SPDR SERIES TRUST10.2K shares-1.59%2025-09-302025-10-08
ABT ABBOTT LABS2.2K shares0.00%2025-09-302025-10-08
SDY SPDR SERIES TRUST2.1K shares1.97%2025-09-302025-10-08
BJAN INNOVATOR ETFS TRUST5.5K shares-9.76%2025-09-302025-10-08
UPS UNITED PARCEL SERVICE INC3.5K shares-26.36%2025-09-302025-10-08
ODV OSISKO DEVELOPMENT CORP85.8K shares5.66%2025-09-302025-10-08
EWZ ISHARES INC9.4K shares26.00%2025-09-302025-10-08
MSI MOTOROLA SOLUTIONS INC621 shares0.00%2025-09-302025-10-08
GS GOLDMAN SACHS GROUP INC350 shares0.00%2025-09-302025-10-08
COST COSTCO WHSL CORP NEW280 shares0.00%2025-09-302025-10-08
BABA ALIBABA GROUP HLDG LTD1.4K sharesnew addition2025-09-302025-10-08
DDFL INNOVATOR ETFS TRUST12.6K sharesnew addition2025-09-302025-10-08
PAYX PAYCHEX INC2.0K shares0.00%2025-09-302025-10-08
PHO INVESCO EXCHANGE TRADED FD T3.5K shares0.00%2025-09-302025-10-08
B BARRICK MNG CORP7.7K sharesnew addition2025-09-302025-10-08
VKTX VIKING THERAPEUTICS INC9.6K sharesnew addition2025-09-302025-10-08
BFEB INNOVATOR ETFS TRUST5.3K shares0.00%2025-09-302025-10-08
LLY ELI LILLY & CO326 sharesnew addition2025-09-302025-10-08
XOM EXXON MOBIL CORP2.1K shares-19.67%2025-09-302025-10-08
HD HOME DEPOT INC546 shares0.00%2025-09-302025-10-08
BNOV INNOVATOR ETFS TRUST5.0K shares0.00%2025-09-302025-10-08
BMAY INNOVATOR ETFS TRUST5.0K shares0.00%2025-09-302025-10-08
VIG VANGUARD SPECIALIZED FUNDS998 shares0.00%2025-09-302025-10-08
VTV VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-08
UTG REAVES UTIL INCOME FD5.3K sharesnew addition2025-09-302025-10-08
IJH ISHARES TR3.2K shares-68.14%2025-09-302025-10-08
SCHP SCHWAB STRATEGIC TR7.7K shares0.00%2025-09-302025-10-08
C CITIGROUP INC2.0K sharesnew addition2025-09-302025-10-08
LH LABCORP HOLDINGS INC699 sharesnew addition2025-09-302025-10-08
DVS DOLLY VARDEN SILVER CORP37.0K shares0.00%2025-09-302025-10-08
NOK NOKIA CORP18.0K shares0.00%2025-09-302025-10-08
EVGO EVGO INC14.4K shares-12.20%2025-09-302025-10-08
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available