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Home > Institutional Investor > Pinnacle Wealth Management, Llc > Profile

Instuitional Investor - Pinnacle Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Pinnacle Wealth Management, Llc
Portfolio Value $89,848,850
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 54,901 $12,130,925 13.5%
2.
Palantir Technologies Inc.
 PLTR 67,343 $5,093,151 5.66%
3.
Nvidia Corp
 NVDA 34,624 $4,649,667 5.17%
4.
Amazon Com Inc
 AMZN 17,447 $3,827,601 4.26%
5.
Tesla Inc.
 TSLA 9,263 $3,740,770 4.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)