Filer Name: PINNACLE ASSOCIATES LTD
CIK: 743127
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 832
Portfolio Value: $7.37B

Pinnacle Associates Ltd Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
JNJ US JOHNSON & JOHNSON 6,010,881 $869M 11.79% 359.8% -
AAPL US APPLE INC 1,354,382 $339M 4.60% 1.2% -
MSFT US MICROSOFT CORP 460,111 $194M 2.63% -8.9% -
AVGO US BROADCOM INC 538,389 $125M 1.69% 653.7% -
NVDA US NVIDIA CORP 898,429 $121M 1.64% 770.0% -
SPY US SPDR S&P 500 ETF TRUST 203,396 $119M 1.62% 1.2% -
AMZN US AMAZON.COM INC 530,664 $116M 1.58% 5.5% -
JPM US JPMORGAN CHASE & CO 446,577 $107M 1.45% -6.6% -
VB US VANGUARD SMALL-CAP ETF 440,947 $106M 1.44% 14.2% -
META US META PLATFORMS INC-CLASS A 164,294 $96M 1.31% 14.4% -
QQQ US INVESCO QQQ TRUST SERIES 1 171,376 $88M 1.19% 3.2% -
IVV US ISHARES CORE S&P 500 ETF 134,822 $79M 1.08% 9.9% -
GOOG US ALPHABET INC-CL C 396,057 $75M 1.02% -3.1% -
QUAL US ISHARES MSCI USA QUALITY FAC 412,727 $73M 1.00% 10.0% -
GOOGL US ALPHABET INC-CL A 379,525 $72M 0.97% 2.2% -
VTI US VANGUARD TOTAL STOCK MKT ETF 228,714 $66M 0.90% 5.9% -
VYM US VANGUARD HIGH DVD YIELD ETF 519,217 $66M 0.90% 5.0% -
V US VISA INC-CLASS A SHARES 202,399 $64M 0.87% -4.0% -
GLNG US GOLAR LNG LTD 1,477,249 $63M 0.85% 1.9% -
SCHD US SCHWAB US DVD EQUITY ETF 2,136,379 $58M 0.79% 236.3% -
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