Pinnacle Wealth Management Advisory Group, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$1.1B
Holdings
366
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (366 positions)
| Stock | Value |
|---|---|
AAPLApple Inc | $50.3M |
QUALiShares MSCI USA Quality | $46.5M |
VYMVanguard High Div Yield ETF | $37.7M |
VTIVanguard US Total Stock Market | $32.1M |
VBVanguard Small-Cap ETF | $32.0M |
MSFTMicrosoft Corp | $30.9M |
SPYSPDR S&P 500 ETF Tr | $29.6M |
NDQInvesco QQQ Trust Series I | $27.5M |
IVViShares Core S&P 500 Index Fun | $26.9M |
VEUVanguard FTSE All World Ex US | $25.3M |
JEPIJPMorgan Equity Premium ETF | $21.8M |
VEAVanguard FTSE Developed Market | $21.5M |
BRK/BBerkshire Hathaway Inc-CL B | $21.4M |
SCHDSchwab US DVD equity ETF | $18.7M |
IJRiShares Core S&P S/C ETF | $18.1M |
IJHiShares Tr S&P Midcap 400 | $17.4M |
NVDANVIDIA Corp | $16.5M |
RSPInvesco S&P 500 Equal Weight P | $14.6M |
AMZNAmazon.Com Inc | $14.2M |
JNJJohnson & Johnson | $13.9M |
BNDVanguard Bd Index Fd Tot Mkt | $13.5M |
GOOGLAlphabet Inc - Class A | $12.1M |
DUHPDimensional Us High Proftblty | $12.1M |
DFAIDimensional International Core | $12.1M |
DGRWWisdomtree Us Dividend Grow | $11.7M |
IWMiShares Tr Russell 2000 | $11.5M |
WMTWal Mart Stores Inc | $11.1M |
AVGOBroadcom Ltd | $10.3M |
JPMJPMorgan Chase & Co | $10.0M |
TOTLSPDR Doubleline Total Return T | $9.8M |
PGProcter & Gamble | $9.6M |
DFSVDimensional US S/C Value ETF | $9.0M |
MAMastercard Inc Class A | $8.7M |
METAMeta Platforms Inc - A | $7.6M |
RDVIFT Vest Rising DVD Achievers T | $7.0M |
FDDFirst Trust NASDAQ Cybersecuri | $6.9M |
AXPAmerican Express | $6.6M |
XFEBFirst Trust DJ Internet | $6.6M |
IEFiShares 7-10 Year Bond Fund | $6.5M |
DONSPDR Dow Jones Indl Avrg ETF | $6.4M |
HDHome Depot Inc | $6.3M |
BLKBlackrock Inc | $6.2M |
MDYSPDR S & P Mid-Cap 400 ETF Tr | $6.1M |
VWOVanguard FTSE Emerging Markets | $6.0M |
VVVanguard Large Cap ETF | $5.9M |
FDDFirst Trust NASDAQ Rising Divi | $5.9M |
RTXRTX Corp | $5.8M |
VOOVanguard S&P 500 ETF | $5.7M |
DWDMorgan Stanley | $5.5M |
DFAEDimensional Emerging Mkts Core | $5.4M |
MCDMcDonald's Corp | $5.3M |
COSTCostco Wholesale Corp | $5.1M |
ITWIllinois Tool Works Inc | $5.0M |
CSCOCisco Systems | $4.9M |
MRKMerck & Co | $4.8M |
UNHUnitedhealth Group Inc | $4.6M |
KOCoca-Cola Co | $4.5M |
—Welltower Inc | $4.3M |
IBMInternational Business Machine | $4.3M |
VXUSVanguard Total Intl Stock Inde | $4.2M |
IEIiShares Barclays 3-7 Yr Treasu | $4.2M |
VOVanguard Mid-Cap ETF | $4.1M |
VVisa Inc Class A Shares | $4.0M |
LMTLockheed Martin Corporation | $3.9M |
GILDGilead Sciences Inc | $3.9M |
AMGNAmgen Inc | $3.8M |
VTEBVanguard Tax Exempt Bond ETF | $3.8M |
PEPPepsico Inc | $3.7M |
ACWIiShares MSCI ACWI Index Fund | $3.6M |
GOOGAlphabet Inc - Class C | $3.5M |
TSLATesla Inc | $3.5M |
ADPAutomatic Data Processing | $3.3M |
VIGVanguard Dividend Appreciation | $3.3M |
ABBVAbbvie Inc | $3.2M |
SCHMSchwab US Mid Cap ETF | $3.2M |
LLYEli Lilly & Co | $3.0M |
CVXChevron Corporation | $3.0M |
SDVYFirst Trust Smid Cap Rising Di | $3.0M |
BACBank Of America Corp | $3.0M |
SCZiShares MSCI EAFE Small Cap In | $2.9M |
XOMExxon Mobil Corp | $2.9M |
SOSouthern Co | $2.9M |
NSRGYNestle Sa-Spons Adr | $2.9M |
DISWalt Disney Co | $2.9M |
NFLXNetflix Inc | $2.8M |
AQLTiShares Core MSCI Total Intl S | $2.7M |
ADBEAdobe Inc | $2.6M |
VGITVanguard Interm-Term Govt Bd | $2.6M |
SBUXStarbucks Corp | $2.5M |
BACVerizon Communications | $2.4M |
JEPQJ P Morgan Nasdaq Eqt Prm Inc | $2.3M |
BOTZGlobal X Robotics & Artificial | $2.2M |
VLOValero Energy Corp New | $2.1M |
QCOMQualcomm Inc | $2.0M |
CATCaterpillar Incorporated | $2.0M |
NEENextera Energy Inc | $1.9M |
KLACKLA Corp | $1.9M |
LRCXLam Research | $1.9M |
BUFRFT Vest Fund of Buffer ETFs | $1.8M |
GISGeneral Mills | $1.8M |
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