Daniel Cesta

@Pinnacle Wealth Management Group, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$160.575M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BIPCBrookfield Infrastructure Co Recent Activity Exited	0%	$645,761 14,869 shares@ $43.44 avg price	Exited
BEPCBrookfield Renewable Corp Recent Activity Exited	0%	$447,442 13,700 shares@ $32.66 avg price	Exited
NEMNewmont Corp Recent Activity Exited	0%	$300,389 5,620 shares@ $53.45 avg price	Exited
IEFIshares Tr Recent Activity Exited	0%	$253,150 2,580 shares@ $98.13 avg price	Exited
GOLDBarrick Gold Corp Recent Activity Exited	0%	$232,713 11,700 shares@ $19.89 avg price	Exited
AMDAdvanced Micro Devices Inc Recent Activity Exited	0%	$219,539 1,338 shares@ $164.08 avg price	Exited
UNPUnion Pac Corp Recent Activity Exited	0%	$209,015 848 shares@ $246.48 avg price	Exited