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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
POCTInnovator Etfs Trust
Recent Activity
Increased 102.3%
0.31%
$488,249
12,340 shares@ $39.57 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 2.02%
0.3%
$466,009
6,524 shares@ $71.43 avg price
IJHIshares Tr
Recent Activity
Increased 7.97%
0.26%
$408,956
6,563 shares@ $62.32 avg price
NEENextera Energy Inc
Recent Activity
Increased 10.39%
0.2%
$312,429
4,358 shares@ $71.7 avg price
VMCVulcan Matls Co
Recent Activity
Increased 25%
0.17%
$257,230
1,000 shares@ $257.23 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 100%
0.15%
$227,304
8,800 shares@ $25.83 avg price
HLHecla Mng Co
Recent Activity
Increased 0.05%
0.09%
$138,994
28,308 shares@ $4.92 avg price