Pinnacle Wealth Management, LLC Top Holdings and 13F Report (2025) About Pinnacle Wealth Management, LLCInvestment ActivityPinnacle Wealth Management, LLC has $89.85 million in total holdings as of December 31, 2024.Pinnacle Wealth Management, LLC owns shares of 35 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 21.70% of the portfolio was purchased this quarter.About 22.59% of the portfolio was sold this quarter.This quarter, Pinnacle Wealth Management, LLC has purchased 36 new stocks and bought additional shares in 6 stocks.Pinnacle Wealth Management, LLC sold shares of 20 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Russell 2000 ETF $12,130,925PALANTIR TECHNOLOGIES INC $5,093,151NVIDIA $4,649,667Amazon.com $3,827,601Tesla $3,740,770 Largest New Holdings this Quarter ARISTA NETWORKS INC $3,487,332 HoldingAPPLOVIN CORP $2,651,196 HoldingSemler Scientific $2,279,340 HoldingSPDR S&P Regional Banking ETF $2,190,162 HoldingMicroStrategy $2,067,887 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 31,551 shares (about $3.49M)APPLOVIN CORP 8,187 shares (about $2.65M)Semler Scientific 42,210 shares (about $2.28M)SPDR S&P Regional Banking ETF 36,291 shares (about $2.19M)MicroStrategy 7,140 shares (about $2.07M) Largest Sales this Quarter Axon Enterprise 4,085 shares (about $2.43M)iShares Russell 2000 ETF 932 shares (about $205.93K)BNY Mellon US Large Cap Core Equity ETF 519 shares (about $58.16K)CrowdStrike 141 shares (about $48.24K)Alphabet 226 shares (about $43.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPinnacle Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWMiShares Russell 2000 ETF$12,130,925$205,935 ▼-1.7%54,90113.5%FinancePALANTIR TECHNOLOGIES INC$5,093,151$29,496 ▲0.6%67,3435.7%CL ANVDANVIDIA$4,649,667$14,906 ▼-0.3%34,6245.2%Computer and TechnologyAMZNAmazon.com$3,827,601$31,811 ▼-0.8%17,4474.3%Retail/WholesaleTSLATesla$3,740,770$38,365 ▲1.0%9,2634.2%Auto/Tires/TrucksARISTA NETWORKS INC$3,487,332$3,487,332 ▲New Holding31,5513.9%COM SHSGOOGAlphabet$3,383,449$43,041 ▼-1.3%17,7663.8%Computer and TechnologyMETAMeta Platforms$3,229,088$24,591 ▼-0.8%5,5153.6%Computer and TechnologyAXONAxon Enterprise$3,090,464$2,427,797 ▼-44.0%5,2003.4%AerospaceISRGIntuitive Surgical$2,912,537$29,230 ▼-1.0%5,5803.2%MedicalAAPLApple$2,671,981$25,292 ▼-0.9%10,6703.0%Computer and TechnologyAPPLOVIN CORP$2,651,196$2,651,196 ▲New Holding8,1873.0%COM CL AAXPAmerican Express$2,512,031$24,337 ▼-1.0%8,4642.8%FinanceJPMJPMorgan Chase & Co.$2,394,223$23,731 ▼-1.0%9,9882.7%FinanceCATCaterpillar$2,330,733$31,560 ▼-1.3%6,4252.6%Industrial ProductsSMLRSemler Scientific$2,279,340$2,279,340 ▲New Holding42,2102.5%MedicalMSFTMicrosoft$2,274,423$24,869 ▼-1.1%5,3962.5%Computer and TechnologyNFLXNetflix$2,195,321$28,522 ▼-1.3%2,4632.4%Consumer DiscretionaryKRESPDR S&P Regional Banking ETF$2,190,162$2,190,162 ▲New Holding36,2912.4%ETFCRWDCrowdStrike$2,069,384$48,245 ▼-2.3%6,0482.3%Computer and TechnologyMSTRMicroStrategy$2,067,887$2,067,887 ▲New Holding7,1402.3%Computer and TechnologyPWRQuanta Services$2,054,325$2,054,325 ▲New Holding6,5002.3%ConstructionUSLMUnited States Lime & Minerals$2,021,232$2,021,232 ▲New Holding15,2272.2%ConstructionTDGTransDigm Group$2,003,570$31,682 ▼-1.6%1,5812.2%AerospaceKLACKLA$1,979,837$18,904 ▼-0.9%3,1422.2%Computer and TechnologyAMDAdvanced Micro Devices$1,941,095$11,354 ▼-0.6%16,0702.2%Computer and TechnologyCDNSCadence Design Systems$1,896,504$15,624 ▼-0.8%6,3122.1%Computer and TechnologyBLOCK INC$1,785,895$1,785,895 ▲New Holding21,0132.0%CL ACOSTCostco Wholesale$1,389,065$8,246 ▼-0.6%1,5161.5%Retail/WholesaleLLYEli Lilly and Company$1,367,212$346,628 ▲34.0%1,7711.5%MedicalSCHASchwab US Small-Cap ETF$841,484$516,088 ▲158.6%32,5400.9%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$570,049$58,159 ▼-9.3%5,0870.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$365,161$19,284 ▲5.6%14,0880.4%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$229,234$8,134 ▲3.7%7,8910.3%ETFXLKTechnology Select Sector SPDR Fund$222,5220.0%9570.2%ETFANETArista Networks$0$3,067,106 ▼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$2,461,644 ▼-100.0%00.0%Computer and TechnologyKIMKimco Realty$0$2,425,166 ▼-100.0%00.0%FinanceSPGIS&P Global$0$2,280,877 ▼-100.0%00.0%Business ServicesVRTXVertex Pharmaceuticals$0$2,224,478 ▼-100.0%00.0%MedicalMLIMueller Industries$0$2,144,528 ▼-100.0%00.0%Industrial ProductsNVONovo Nordisk A/S$0$1,181,651 ▼-100.0%00.0%MedicalSMCISuper Micro Computer$0$844,876 ▼-100.0%00.0%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$0$535,159 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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