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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
IXUSIshares Tr
Recent Activity
Increased 5.46%
2.93%
$4.694M
70,976 shares@ $66.15 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 10.2%
2.72%
$4.363M
62,330 shares@ $70.01 avg price
IWMIshares Tr
Recent Activity
Increased 2.78%
2.63%
$4.219M
19,093 shares@ $220.96 avg price
COWZPacer Fds Tr
Recent Activity
Increased 4.4%
2.61%
$4.186M
74,119 shares@ $56.48 avg price
MSMorgan Stanley
Recent Activity
Increased 0.38%
2.54%
$4.075M
32,412 shares@ $125.73 avg price
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
GDXVaneck Etf Trust
Recent Activity
Increased 3.72%
1.79%
$2.86M
84,331 shares@ $33.92 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 4.72%
1.79%
$2.858M
59,166 shares@ $48.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.23%
1.69%
$2.703M
11,277 shares@ $239.72 avg price