Top 50 Pinnacle Wealth Management Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Index Fds Vanguard To | 4.03% | 183.6K | $58.9M | +6.50%(+11.21K) | $237.92(+53.29%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.77% | 217.4K | $55.2M | -5.18%(-11.88K) | $113.64(+163.00%) | 2026-03-31 | |
| QUAL | iShares MSCI USA Quality | 3.71% | 283.1K | $54.3M | +0.52%(+1.47K) | $122.37(+72.40%) | 2026-03-31 | |
| VYM | Vanguard High Div Yield ETF | 3.11% | 306.9K | $45.5M | +0.63%(+1.94K) | $95.78(+62.49%) | 2026-03-31 | |
| VB | Vanguard Small-Cap ETF | 2.93% | 163.7K | $42.9M | +3.40%(+5.38K) | $179.14(+59.47%) | 2026-03-31 | |
| VEU | Vanguard FTSE All World Ex US | 2.7% | 525.9K | $39.5M | +6.20%(+30.69K) | $56.84(+45.95%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust Series I | 2.59% | 65.7K | $37.9M | +1.54%(+998) | $349.87(+104.28%) | 2026-03-31 | |
| IVV | Ishares Core S&P 500 ETF | 2.35% | 52.7K | $34.4M | +3.65%(+1.86K) | $390.05(+91.19%) | 2026-03-31 | |
| SPY | State Street SPDR S&P 500 ETF | 2.23% | 50.1K | $32.6M | -3.28%(-1.70K) | $373.53(+98.73%) | 2026-03-31 | |
| NVDA | Nvidia Corporation | 2.12% | 178.0K | $31.0M | +5.05%(+8.56K) | $39.75(+468.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.90% | +43.92% |
| Top 20 Holdings Unweighted | +13.01% | +44.34% |
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