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Home > Institutional Investor > Pinnacle Wealth Advisors > Profile

Instuitional Investor - Pinnacle Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Pinnacle Wealth Advisors
Portfolio Value $2,470,796,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 350,809 $138,051,000 5.58%
2.
Spdr S & P 500 Etf Trust
 SPY 217,666 $93,174,000 3.77%
3.
Apple Inc.
 AAPL 540,208 $73,987,000 2.99%
4.
Microsoft Corp
 MSFT 260,725 $70,630,000 2.85%
5.
Pinnacle Financial Partners Inc
 PNFP 661,690 $58,421,000 2.36%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)