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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
AEMAgnico Eagle Mines Ltd
Recent Activity
Increased 0.52%
1.19%
$1.909M
24,407 shares@ $78.21 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.7%
0.96%
$1.538M
7,011 shares@ $219.39 avg price
VVisa Inc
Recent Activity
Increased 3.04%
0.86%
$1.375M
4,351 shares@ $316.07 avg price
NGDNew Gold Inc Cda
Recent Activity
Increased 0.11%
0.57%
$901,393
363,465 shares@ $2.48 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.05%
0.51%
$811,062
4,564 shares@ $177.71 avg price
VTIVanguard Index Fds
Recent Activity
Increased 5.58%
0.42%
$669,751
2,311 shares@ $289.82 avg price
PJANInnovator Etfs Trust
Recent Activity
Increased 13.97%
0.39%
$620,484
14,686 shares@ $42.26 avg price
ORCLOracle Corp
Recent Activity
Increased 5.73%
0.39%
$615,901
3,696 shares@ $166.64 avg price
SHYIshares Tr
Recent Activity
Increased 4.67%
0.38%
$607,226
7,407 shares@ $81.99 avg price
ITOTIshares Tr
Recent Activity
Increased 2.57%
0.37%
$585,350
4,551 shares@ $128.63 avg price