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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
BUGGlobal X Fds
Recent Activity
Increased 1.36%
1.63%
$2.61M
81,333 shares@ $32.1 avg price
SGOVIshares Tr
Recent Activity
Decreased -10.89%
1.41%
$2.26M
22,524 shares@ $100.33 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 8.71%
1.32%
$2.108M
15,324 shares@ $137.58 avg price
PDECInnovator Etfs Trust
Recent Activity
Increased 74.23%
1.31%
$2.1M
54,655 shares@ $38.42 avg price
PJUNInnovator Etfs Trust
Recent Activity
1.31%
$2.095M
55,830 shares@ $37.52 avg price
STIPIshares Tr
Recent Activity
Decreased -14.33%
1.25%
$1.995M
19,830 shares@ $100.6 avg price
AEMAgnico Eagle Mines Ltd
Recent Activity
Increased 0.52%
1.19%
$1.909M
24,407 shares@ $78.21 avg price
PSEPInnovator Etfs Trust
Recent Activity
1.09%
$1.735M
44,385 shares@ $39.09 avg price
PMARInnovator Etfs Trust
Recent Activity
0.97%
$1.552M
38,610 shares@ $40.2 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.97%
0.97%
$1.542M
10,140 shares@ $152.06 avg price