Investor Details
| Filer Name: | PINNACLE WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 1911464 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-18 |
| Number of Holdings: | 35 |
| Portfolio Value: | $0.09B |
Pinnacle Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| IWM | US | ISHARES RUSSELL 2000 ETF | 54,901 | $12M | 13.50% | -1.7% | - |
| PLTR | US | PALANTIR TECHNOLOGIES INC-A | 67,343 | $5M | 5.67% | 0.6% | - |
| NVDA | US | NVIDIA CORP | 34,624 | $5M | 5.17% | -0.3% | - |
| AMZN | US | AMAZON.COM INC | 17,447 | $4M | 4.26% | -0.8% | - |
| TSLA | US | TESLA INC | 9,263 | $4M | 4.16% | 1.0% | - |
| 040413205 | - | ARISTA NETWORKS INC | 31,551 | $3M | 3.88% | 100.0% | - |
| GOOG | US | ALPHABET INC-CL C | 17,766 | $3M | 3.77% | -1.3% | - |
| META | US | META PLATFORMS INC-CLASS A | 5,515 | $3M | 3.59% | -0.8% | - |
| AXON | US | AXON ENTERPRISE INC | 5,200 | $3M | 3.44% | -44.0% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 5,580 | $3M | 3.24% | -1.0% | - |
| AAPL | US | APPLE INC | 10,670 | $3M | 2.97% | -0.9% | - |
| APP | US | APPLOVIN CORP-CLASS A | 8,187 | $3M | 2.95% | 100.0% | - |
| AXP | US | AMERICAN EXPRESS CO | 8,464 | $3M | 2.80% | -1.0% | - |
| JPM | US | JPMORGAN CHASE & CO | 9,988 | $2M | 2.66% | -1.0% | - |
| CAT | US | CATERPILLAR INC | 6,425 | $2M | 2.59% | -1.3% | - |
| SMLR | US | SEMLER SCIENTIFIC INC | 42,210 | $2M | 2.54% | 100.0% | - |
| MSFT | US | MICROSOFT CORP | 5,396 | $2M | 2.53% | -1.1% | - |
| KRE | US | SPDR S&P REGIONAL BANKING | 36,291 | $2M | 2.44% | 100.0% | - |
| NFLX | US | NETFLIX INC | 2,463 | $2M | 2.44% | -1.3% | - |
| MSTR | US | MICROSTRATEGY INC-CL A | 7,140 | $2M | 2.30% | 100.0% | - |