Portfolio (Quarterly)
Guide ↗
Pinnacle Wealth Management, LLC
· CIK 0001911464| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | Financial Services | 7,966 | $2.9M | 1.99% | SOLD |
| 2 | HOOD | ROBINHOOD MKTS INC | Financial Services | 22,315 | $2.5M | 1.70% | SOLD |
| 3 | CVNA | CARVANA CO | Consumer Cyclical | 5,574 | $2.4M | 1.58% | SOLD |
| 4 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 2,518 | $2.2M | 1.49% | SOLD |
| 5 | AXON | AXON ENTERPRISE INC | Industrials | 3,782 | $2.1M | 1.45% | SOLD |
| 6 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 71,127 | $1.9M | 1.25% | SOLD |
| 7 | DE | DEERE & CO | Industrials | 3,970 | $1.8M | 1.25% | SOLD |
| 8 | GEV | GE VERNOVA INC | Utilities | 2,741 | $1.8M | 1.21% | SOLD |
| 9 | NFLX | NETFLIX INC | Communication Services | 18,985 | $1.8M | 1.20% | SOLD |
| 10 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 21,657 | $1.6M | 1.11% | SOLD |
| 11 | VST | VISTRA CORP | Utilities | 9,066 | $1.5M | 0.98% | SOLD |
| 12 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 2,361 | $1.4M | 0.92% | SOLD |
| 13 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 39,641 | $1.3M | 0.87% | SOLD |
| 14 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 40,010 | $1.1M | 0.73% | SOLD |
| 15 | MSTR | STRATEGY INC | Technology | 6,982 | $1.1M | 0.71% | SOLD |
| 16 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 13,526 | $870K | 0.59% | SOLD |
| 17 | BKLC | BNY MELLON ETF TRUST | — | 4,820 | $630K | 0.42% | SOLD |
Sector Allocation
Technology
49.6%
Communication Services
16.9%
Consumer Cyclical
13.7%
Industrials
13.0%
Financial Services
6.8%