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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
UITBVictory Portfolios Ii
Recent Activity
Increased 8.71%
4.62%
$7.412M
161,281 shares@ $45.97 avg price
TBILRbb Fd Inc
Recent Activity
Increased 6.62%
4.5%
$7.219M
144,795 shares@ $49.87 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 8.76%
4.37%
$7.008M
154,558 shares@ $45.35 avg price
USTBVictory Portfolios Ii
Recent Activity
Increased 7.38%
4.23%
$6.784M
135,147 shares@ $50.2 avg price
QFLRInnovator Etfs Trust
Recent Activity
Increased 3.76%
3.81%
$6.112M
209,010 shares@ $29.25 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.16%
3.8%
$6.089M
14,445 shares@ $421.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.37%
3.58%
$5.744M
11,235 shares@ $511.23 avg price
SFLRInnovator Etfs Trust
Recent Activity
Increased 2.91%
3.53%
$5.655M
173,198 shares@ $32.66 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 3.79%
3.29%
$5.273M
30,092 shares@ $175.23 avg price
IXUSIshares Tr
Recent Activity
Increased 5.46%
2.93%
$4.694M
70,976 shares@ $66.15 avg price