Portfolio (Quarterly)
Guide ↗
Pinnacle Wealth Management Group, Inc.
· CIK 0001868491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BUG | GLOBAL X FDS | — | 78,564 | $2.4M | 1.20% | SOLD |
| 2 | — | NEW GOLD INC CDA | — | 273,330 | $2.4M | 1.19% | SOLD |
| 3 | SPTS | SPDR SERIES TRUST | — | 10,238 | $300K | 0.15% | SOLD |
| 4 | UPS | UNITED PARCEL SERVICE INC | Industrials | 2,570 | $255K | 0.13% | SOLD |
| 5 | XOM | EXXON MOBIL CORP | Energy | 2,099 | $253K | 0.13% | SOLD |
| 6 | IJH | ISHARES TR | — | 3,465 | $229K | 0.11% | SOLD |
| 7 | CCI | CROWN CASTLE INC | Real Estate | 2,558 | $227K | 0.11% | SOLD |
| 8 | PAYX | PAYCHEX INC | Industrials | 2,007 | $225K | 0.11% | SOLD |
| 9 | — | DOLLY VARDEN SILVER CORP | — | 50,000 | $220K | 0.11% | SOLD |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | — | 998 | $219K | 0.11% | SOLD |
| 11 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,414 | $207K | 0.10% | SOLD |
| 12 | WFC | WELLS FARGO CO NEW | Financial Services | 2,150 | $200K | 0.10% | SOLD |
Sector Allocation
Financial Services
30.8%
Technology
20.3%
Basic Materials
19.1%
Utilities
6.9%
Communication Services
6.0%
Healthcare
4.9%
Industrials
3.5%
Consumer Defensive
3.2%
Consumer Cyclical
2.3%
Real Estate
2.0%