Portfolio (Quarterly)
Guide ↗
Pinnacle Wealth Management Advisory Group, LLC
· CIK 0001631864| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GIS | General Mills | Consumer Defensive | 29,102 | $1.5M | 0.11% | SOLD |
| 2 | FISV | Fiserv Inc | Technology | 2,648 | $341K | 0.03% | SOLD |
| 3 | CVLT | Commvault Systems Inc | Technology | 1,514 | $286K | 0.02% | SOLD |
| 4 | IGSB | iShares 1-5 Year Inv Gr Corpor | — | 4,718 | $250K | 0.02% | SOLD |
| 5 | IWS | iShares Russell Midcap Value | — | 1,661 | $232K | 0.02% | SOLD |
| 6 | IBIT | iShares Bitcoin Trust ETF | Financial Services | 3,549 | $231K | 0.02% | SOLD |
| 7 | — | Toronto-Dominion Bank 0.00000pcnt | — | 20,933 | $219K | 0.02% | SOLD |
| 8 | NXPI | Nxp Semiconductors Nv | Technology | 946 | $215K | 0.02% | SOLD |
| 9 | — | Bank Of America Corp 6pcnt PFD Se | — | 8,000 | $202K | 0.01% | SOLD |
| 10 | THRY | Thryv Holdings Inc | Communication Services | 11,475 | $138K | 0.01% | SOLD |
Sector Allocation
Technology
29.9%
Financial Services
24.9%
Healthcare
9.1%
Industrials
8.4%
Communication Services
8.0%
Consumer Cyclical
7.8%
Consumer Defensive
6.3%
Energy
2.0%
Utilities
1.6%
Real Estate
1.3%