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Home > Institutional Investor > Pinnacle Wealth Management Advisory Group, Llc > Profile

Instuitional Investor - Pinnacle Wealth Management Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Pinnacle Wealth Management Advisory Group, Llc
Portfolio Value $854,018,059
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 237,438 $45,714,019 5.35%
2.
Ishares Msci Usa Quality
 235,580 $34,663,224 4.05%
3.
Microsoft Corp
 MSFT 89,451 $33,637,064 3.93%
4.
Vanguard Whitehall Funds
 271,238 $30,278,326 3.54%
5.
Vanguard Small-Cap Etf
 111,386 $23,761,922 2.78%
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)