Pinnacle Wealth Management Advisory Group, LLC

CIK
1631864
City
RED BANK
State / Country
NJ

Top Portfolio Positions

377 positions · $690,596,820 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
217,355 $55,162,525 7.99%
QQQ
Invesco Qqq Trust, Series 1
65,744 $37,946,121 5.49%
SPY
Spdr S&P 500 Etf Trust
50,085 $32,572,278 4.72%
NVDA
Nvidia Corp
Technology
177,964 $31,036,921 4.49%
MSFT
Microsoft Corp
Technology
82,516 $30,544,947 4.42%
GOOGL
Alphabet Inc.
Communication Services
83,962 $24,144,112 3.50%
JNJ
Johnson & Johnson
Healthcare
80,710 $19,728,752 2.86%
AVGO
Broadcom Inc.
Technology
62,132 $19,230,475 2.78%
AMZN
Amazon Com Inc
Consumer Cyclical
79,483 $16,553,924 2.40%
WMT
Walmart Inc.
Consumer Defensive
132,333 $16,446,345 2.38%

Holdings in JEF

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Report Date Value (USD) Shares
2026-03-31 $207,959 5,039