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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
PAVEGlobal X Fds
Recent Activity
Decreased -11.52%
0.35%
$559,517
13,846 shares@ $40.42 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -15.2%
0.34%
$534,805
3,698 shares@ $144.63 avg price
AGGIshares Tr
Recent Activity
Decreased -35.67%
0.3%
$480,818
4,962 shares@ $96.91 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -0.72%
0.3%
$469,326
1,103 shares@ $425.5 avg price
MBBIshares Tr
Recent Activity
Decreased -37.6%
0.29%
$453,633
4,948 shares@ $91.69 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.66%
0.25%
$395,993
2,734 shares@ $144.85 avg price
CCICrown Castle Inc
Recent Activity
Decreased -0.59%
0.22%
$350,080
3,857 shares@ $90.77 avg price
IWDIshares Tr
Recent Activity
Decreased -42.42%
0.22%
$342,120
1,848 shares@ $185.13 avg price
CMSCms Energy Corp
Recent Activity
Decreased -1.04%
0.2%
$316,271
4,745 shares@ $66.66 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -5.67%
0.2%
$313,685
10,813 shares@ $29.01 avg price