Institutions / Pinnacle Wealth Advisors
Pinnacle Wealth Advisors
CIK 1698283 · Institution · as of Jun 30, 2021
Portfolio value
$2.47B
Positions
463
As of
Jun 30, 2021
Top holdings
Jun 30, 2021View all 463 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $138.05M | 5.6% |
| SPDR S&P 500 ETF Tr | $93.17M | 3.8% |
| Apple Inc. | $73.99M | 3.0% |
| Microsoft Corp | $70.63M | 2.9% |
| Pinnacle Financial Partners, Inc. | $58.42M | 2.4% |
| Ishares Msci Denmark ETF | $51.98M | 2.1% |
| iShares Tr | $47.70M | 1.9% |
| Amazon Com Inc | $45.73M | 1.9% |
| JPMorgan Chase & Co | $42.97M | 1.7% |
| Vanguard Tax-Managed Intl Fd | $38.03M | 1.5% |
| Alphabet Inc. | $35.41M | 1.4% |
| Unitedhealth Group Inc | $33.67M | 1.4% |
| Visa Inc. | $33.23M | 1.3% |
| Vanguard Index Fds | $30.83M | 1.2% |
| Vanguard Scottsdale Fds | $30.81M | 1.2% |
| HCA Healthcare, Inc. | $29.81M | 1.2% |
| Vanguard Mun Bd Fds | $29.04M | 1.2% |
| Vanguard Intl Equity Index F | $27.18M | 1.1% |
| iShares Tr | $26.45M | 1.1% |
| Emerson Electric Co | $25.43M | 1.0% |
| Intel Corp | $24.82M | 1.0% |
| Ishares Msci Denmark ETF | $24.34M | 1.0% |
| PayPal Holdings, Inc. | $23.99M | 1.0% |
| Home Depot, Inc. | $23.34M | 0.9% |
| Lockheed Martin Corp | $23.26M | 0.9% |
Activity
Jun 30, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.