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Daniel Cesta

@Pinnacle Wealth Management Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$160.575MTotal holdings116
Assets growth rate1.33%Assets growth rate (2-Q avg)4.28%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Wealth Management Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Pinnacle Wealth Management Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 160.575M in assets, with a quarterly growth rate of 1.33% and a 2-quarter average growth rate of 4.28%. The portfolio is managed by Daniel Cesta, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PMAYInnovator Etfs Trust
Recent Activity
Decreased -1.32%
2.45%
$3.929M
109,433 shares@ $35.91 avg price
AAPLApple Inc
Recent Activity
Decreased -1.9%
2.21%
$3.537M
14,125 shares@ $250.42 avg price
SGOVIshares Tr
Recent Activity
Decreased -10.89%
1.41%
$2.26M
22,524 shares@ $100.33 avg price
STIPIshares Tr
Recent Activity
Decreased -14.33%
1.25%
$1.995M
19,830 shares@ $100.6 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.97%
0.97%
$1.542M
10,140 shares@ $152.06 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -4.21%
0.81%
$1.293M
32,325 shares@ $40.0 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -6.15%
0.72%
$1.154M
9,148 shares@ $126.11 avg price
IJRIshares Tr
Recent Activity
Decreased -1.88%
0.68%
$1.089M
9,454 shares@ $115.23 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -6.59%
0.51%
$807,067
4,814 shares@ $167.65 avg price
BABoeing Co
Recent Activity
Decreased -12.35%
0.43%
$684,282
3,866 shares@ $177.0 avg price