The Analysis of Pinnacle Wealth Management, LLC's Holdings
Currently, Pinnacle Wealth Management, LLC holds 39 types of securities in its portfolio with a total value $148.5M. In the most recent quarter, they have increased their positions in N/A (+114.5K shares, valued at $2.9M), CAT (+3.4K shares, valued at $1.9M), SOFI (+71.1K shares, valued at $1.9M); decreased their positions in KTOS (-3.7K shares, valued at $279.0K), N/A (-677 shares, valued at $212.4K), CVNA (-419 shares, valued at $176.8K); initiated new positions in N/A (+114.5K shares, valued at $2.9M), CAT (+3.4K shares, valued at $1.9M), SOFI (+71.1K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GRNY TIDAL TRUST I812.7K shares2.89%2025-12-312026-01-15
PYLD PIMCO ETF TR656.1K shares1.62%2025-12-312026-01-15 JBND J P MORGAN EXCHANGE TRADED F269.5K shares1.56%2025-12-312026-01-15 JEPI J P MORGAN EXCHANGE TRADED F165.0K shares0.57%2025-12-312026-01-15 SPHY SPDR SERIES TRUST360.2K shares1.41%2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC24.2K shares-0.36%2025-12-312026-01-15 NVDA NVIDIA CORPORATION22.4K shares1.10%2025-12-312026-01-15 APP APPLOVIN CORP6.1K shares0.26%2025-12-312026-01-15 ALPHABET INC ALPHABET INC11.3K shares-5.65%2025-12-312026-01-15 SPYG SPDR SERIES TRUST31.3K shares-0.21%2025-12-312026-01-15 TSLA TESLA INC6.8K shares-3.24%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO8.0K shares1.40%2025-12-312026-01-15 TIDAL TRUST III TIDAL TRUST III114.5K sharesnew addition2025-12-312026-01-15 AMZN AMAZON COM INC12.5K shares5.96%2025-12-312026-01-15 META META PLATFORMS INC4.3K shares8.70%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.8.6K shares0.67%2025-12-312026-01-15 AAPL APPLE INC10.1K shares-2.14%2025-12-312026-01-15 HOOD ROBINHOOD MKTS INC22.3K shares5.60%2025-12-312026-01-15 CVNA CARVANA CO5.6K shares-6.99%2025-12-312026-01-15 MSFT MICROSOFT CORP4.8K shares-5.64%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC2.5K shares10.73%2025-12-312026-01-15 AXON AXON ENTERPRISE INC3.8K shares8.80%2025-12-312026-01-15 CAT CATERPILLAR INC3.4K sharesnew addition2025-12-312026-01-15 SOFI SOFI TECHNOLOGIES INC71.1K sharesnew addition2025-12-312026-01-15 DE DEERE & CO4.0K sharesnew addition2025-12-312026-01-15 GEV GE VERNOVA INC2.7K shares7.15%2025-12-312026-01-15 NFLX NETFLIX INC19.0K shares902.38%2025-12-312026-01-15 KTOS KRATOS DEFENSE & SEC SOLUTIO21.7K shares-14.51%2025-12-312026-01-15 VST VISTRA CORP9.1K shares-1.03%2025-12-312026-01-15 SPOT SPOTIFY TECHNOLOGY S A2.4K shares-3.32%2025-12-312026-01-15 HIMS HIMS & HERS HEALTH INC39.6K shares-1.37%2025-12-312026-01-15 MSTR STRATEGY INC7.0K shares11.86%2025-12-312026-01-15 IBKR INTERACTIVE BROKERS GROUP IN13.5K shares2.27%2025-12-312026-01-15 BKLC BNY MELLON ETF TRUST4.8K shares-2.13%2025-12-312026-01-15 XLK SELECT SECTOR SPDR TR1.9K shares100.00%2025-12-312026-01-15 FNDE SCHWAB STRATEGIC TR7.3K shares3.13%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available