Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Pinnacle Wealth Management Group, Inc. > Profile

Instuitional Investor - Pinnacle Wealth Management Group, Inc.

Fund Profile
Filing Period:
Fund Name: Pinnacle Wealth Management Group, Inc.
Portfolio Value $121,772,549
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 86,987 $8,576,073 7.04%
2.
Ishares Trust
 IEF 68,520 $6,604,643 5.42%
3.
Schwab Strategic Trust
 FNDF 134,689 $6,052,924 4.97%
4.
Invesco Qqq Tr
 13,969 $5,720,513 4.69%
5.
Microsoft Corp
 MSFT 14,327 $5,387,525 4.42%
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
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)