$2.47 Billion is the total value of Pinnacle Wealth Advisors's 967 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 1 | Q2 2021 | 5.6% |
| SPDR S&P 500 ETF TR | 1 | Q2 2021 | 3.8% |
| APPLE INC | 1 | Q2 2021 | 3.0% |
| MICROSOFT CORP | 1 | Q2 2021 | 2.9% |
| PINNACLE FINL PARTNERS INC | 1 | Q2 2021 | 2.4% |
| ISHARES TR | 1 | Q2 2021 | 2.1% |
| ISHARES TR | 1 | Q2 2021 | 1.9% |
| AMAZON COM INC | 1 | Q2 2021 | 1.9% |
| JPMORGAN CHASE & CO | 1 | Q2 2021 | 1.7% |
| VANGUARD TAX-MANAGED INTL FD | 1 | Q2 2021 | 1.5% |
View Pinnacle Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-01-22 |
| 13F-NT | 2023-11-03 |
| 13F-NT | 2023-08-07 |
| 13F-NT | 2023-04-26 |
| 13F-NT | 2023-02-03 |
| 13F-NT | 2022-10-31 |
| 13F-NT | 2022-07-29 |
| 13F-NT | 2022-05-02 |
| 13F-NT | 2022-02-01 |
| 13F-NT | 2021-10-26 |
View Pinnacle Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.