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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
BIPCBrookfield Infrastructure Co
Recent Activity
New Position
0.36%
$564,901
14,119 shares@ $40.01 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.23%
$356,814
12,900 shares@ $27.66 avg price
IBDQIshares Tr
Recent Activity
New Position
0.19%
$300,600
12,000 shares@ $25.05 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.16%
$248,311
9,089 shares@ $27.32 avg price
COSTCostco Whsl Corp New
Recent Activity
New Position
0.16%
$242,812
265 shares@ $916.28 avg price