StockDriftsStockDriftsTop 25 Pinnacle Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRNY | TIDAL TRUST I | 12.36% | 768.9K | $18.4M | -5.39%(-43.81K) | $23.86(+13.01%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 12.26% | 694.5K | $18.2M | +5.86%(+38.45K) | $27.13(-2.93%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 10.33% | 285.3K | $15.3M | +5.87%(+15.81K) | $53.16(+0.33%) | 2026-03-31 | |
| IDEQ | LAZARD ACTIVE ETF TR | 9.69% | 452.9K | $14.4M | new | $31.05(+12.69%) | 2026-03-31 | |
| ALLW | SSGA ACTIVE TR | 9% | 463.1K | $13.4M | new | $28.17(+7.37%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.62% | 300.8K | $12.8M | new | $43.09(+10.93%) | 2026-03-31 | |
| GRNJ | TIDAL TRUST III | 7.18% | 426.1K | $10.7M | +272.17%(+311.63K) | $25.35(+21.96%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 6% | 381.8K | $8.9M | +5.98%(+21.55K) | $23.83(-1.82%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 4.59% | 178.1K | $6.8M | +2337.05%(+170.77K) | $37.05(+11.62%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.06% | 31.3K | $3.1M | -0.06%(-20) | $62.17(+91.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.01% | +44.31% |
| Top 20 Holdings Unweighted | +16.92% | +59.82% |
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