Pinnacle West Asset Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$140M
Signature - Title
Arin Wesnitzer - Chief Compliance Officer
Location
Casper, WY
Summary
This page shows a list of all the recent 13F filings made by Pinnacle West Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle West Asset Management, Inc. reported 113 stock holdings with total value $140M as of Q3 2024. Top holdings included MSFT, AAPL, UNH, LLY, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 113 $140M +$3.47M -$1.08M +$2.39M MSFT, AAPL, UNH, LLY, NVDA 13F-HR 10/22/2024, 06:16 PM
Q2 2024 105 $129M +$4.83M -$1.34M +$3.49M MSFT, AAPL, NVDA, LLY, AMZN 13F-HR 8/6/2024, 07:58 PM
Q1 2024 105 $126M +$2.79M -$1.41M +$1.38M MSFT, AAPL, LLY, AMZN, UNH 13F-HR 4/23/2024, 06:05 PM
Q4 2023 100 $117M +$4.96M -$16.1K +$4.94M MSFT, AAPL, UNH, HD, AMZN 13F-HR 2/13/2024, 05:21 PM
Q3 2023 97 $102M +$4.89M -$3.69M +$1.2M MSFT, AAPL, UNH, HD, AMGN 13F-HR 11/7/2023, 09:01 PM
Q2 2023 100 $103M +$2.81M -$1.53M +$1.28M MSFT, AAPL, UNH, HD, JNJ 13F-HR 8/15/2023, 12:29 PM
Q1 2023 99 $95.7M $0 $0 MSFT, AAPL, UNH, CVX, JNJ 13F-HR 5/10/2023, 06:19 PM