Pinnacle Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$83.6M
Signature - Title
Kenyon Lederer - Chief Compliance Officer
Location
Roseville, CA
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Wealth Management, LLC reported 36 stock holdings with total value $83.6M as of Q3 2024. Top holdings included IWM, NVDA, AXON, AMZN, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 36 $83.6M +$29.6M -$27.1M +$2.56M IWM, NVDA, AXON, AMZN, META 13F-HR 11/12/2024, 06:58 PM
Q2 2024 41 $80M +$17.5M -$32M -$14.5M NVDA, ANET, META, AMZN, GOOG 13F-HR 7/30/2024, 05:19 PM
Q1 2024 43 $95.9M +$28.2M -$29.1M -$878K SCHZ, VGLT, NVDA, META, AMZN 13F-HR 5/3/2024, 08:03 PM
Q4 2023 32 $87.5M +$25.2M -$27.5M -$2.25M SCHZ, SCHA, VGLT, ANET, AMD 13F-HR 1/23/2024, 06:33 PM
Q3 2023 39 $82.4M +$25.6M -$40.3M -$14.7M SCHZ, VGLT, VGK, FNDE, GOOG 13F-HR 10/19/2023, 11:29 AM
Q2 2023 45 $99.1M +$43.7M -$39.5M +$4.16M JEPI, DBND, JPST, VGLT, VGK 13F-HR 8/10/2023, 05:10 PM
Q4 2022 47 $83M +$25.7M -$26.6M -$889K JEPI, JPST, VGLT, META, KLAC 13F-HR 1/27/2023, 06:02 PM
Q3 2022 48 $82.4M +$31M -$14.8M +$16.2M JEPI, BOND, JPST, BLV, TSLA 13F-HR 10/24/2022, 04:22 PM
Q2 2022 40 $71.1M +$21.3M -$22.4M -$1.01M TLT, JPST, BOND, MNST, BFB 13F-HR 7/28/2022, 05:24 PM
Q1 2022 41 $85.6M +$38.4M -$67.1M -$28.7M JPST, BOND, PYPL, CF, TSLA 13F-HR 4/29/2022, 08:03 AM
Q4 2021 43 $117M $0 $0 BOND, KAPR, EAPR, JPST, PFFD 13F-HR 2/18/2022, 05:59 PM