Fund Update: Pinnacle Wealth Management Advisory Group, LLC Just Disclosed New Holdings

Fund Update: Pinnacle Wealth Management Advisory Group, LLC Just Disclosed New Holdings

Pinnacle Wealth Management Advisory Group, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-01-30 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An increase of 711,411 shares of $SCHD (~$499,776). This was a increase of ~214.93% from their previous position.
  • An increase of 16,602 shares of $SCHB (~$2,485). This was a increase of ~194.31% from their previous position.
  • A decrease of 8,783 shares of $VT (~$1,070,011). This was a increase of ~-51.06% from their previous position.
  • A decrease of 2,357 shares of $MCHP (~$307,568). This was a increase of ~-31.36% from their previous position.
  • An increase of 67,153 shares of $SCHM (~$249,113). This was a increase of ~176.26% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Pinnacle Wealth Management Advisory Group, LLC for more details.