Pinnacle Wealth Advisors
- SEC CIK
- 0001698283
- 最新申報
- 2021/7/21
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/21 申報。只含多頭部位。
- 持股檔數
- 463
- 2021 年第 1 季沒有申報
- 總值
- $24.7 億
- 2021 年第 1 季沒有申報
Pinnacle Wealth Advisors 沒有申報 2021 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 350,809 | $1.38 億 | 5.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 217,666 | $9,317 萬 | 3.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 540,208 | $7,399 萬 | 3.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 260,725 | $7,063 萬 | 2.9% | – | – | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 661,690 | $5,842 萬 | 2.4% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 603,277 | $5,198 萬 | 2.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 175,692 | $4,770 萬 | 1.9% | – | – | – |
| AMZNAmazon Com Inc | Stock | 13,292 | $4,573 萬 | 1.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 276,277 | $4,297 萬 | 1.7% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 738,095 | $3,803 萬 | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 14,501 | $3,541 萬 | 1.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 84,084 | $3,367 萬 | 1.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 142,106 | $3,323 萬 | 1.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 107,498 | $3,083 萬 | 1.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 372,477 | $3,081 萬 | 1.2% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 144,190 | $2,981 萬 | 1.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 525,111 | $2,904 萬 | 1.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 500,507 | $2,718 萬 | 1.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 166,762 | $2,645 萬 | 1.1% | – | – | – |
| EMREmerson Electric Co | Stock | 264,187 | $2,543 萬 | 1.0% | – | – | 歷史 |
| INTCIntel Corp | Stock | 442,097 | $2,482 萬 | 1.0% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 308,578 | $2,434 萬 | 1.0% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 82,306 | $2,399 萬 | 1.0% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 73,204 | $2,334 萬 | 0.9% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 61,468 | $2,326 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 102,290 | $2,279 萬 | 0.9% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 168,301 | $2,197 萬 | 0.9% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 107,232 | $2,130 萬 | 0.9% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 133,959 | $2,070 萬 | 0.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 84,095 | $2,050 萬 | 0.8% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 92,878 | $1,932 萬 | 0.8% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 337,110 | $1,921 萬 | 0.8% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 86,243 | $1,897 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 51,399 | $1,787 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 77,284 | $1,773 萬 | 0.7% | – | – | – |
| NEENextera Energy Inc | Stock | 239,943 | $1,758 萬 | 0.7% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 79,518 | $1,744 萬 | 0.7% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 164,455 | $1,723 萬 | 0.7% | – | – | – |
| TAT&T Inc. | Stock | 594,442 | $1,711 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 102,577 | $1,690 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 325,728 | $1,646 萬 | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 149,748 | $1,569 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 57,468 | $1,544 萬 | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 136,852 | $1,542 萬 | 0.6% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 271,314 | $1,506 萬 | 0.6% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 179,389 | $1,497 萬 | 0.6% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 111,448 | $1,478 萬 | 0.6% | – | – | – |
| ETNEaton Corp plc | Stock | 99,108 | $1,469 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 107,973 | $1,457 萬 | 0.6% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 94,986 | $1,429 萬 | 0.6% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 134,150 | $1,414 萬 | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 251,670 | $1,410 萬 | 0.6% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 40,771 | $1,406 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 59,030 | $1,401 萬 | 0.6% | – | – | – |
| DHRDanaher Corp | Stock | 51,987 | $1,395 萬 | 0.6% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 33,574 | $1,378 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 436,780 | $1,367 萬 | 0.6% | – | – | – |
| VLOValero Energy Corp | Stock | 173,143 | $1,352 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 212,508 | $1,341 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 90,012 | $1,334 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 15,188 | $1,329 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 232,540 | $1,326 萬 | 0.5% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 85,210 | $1,318 萬 | 0.5% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 8,629 | $1,288 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 323,582 | $1,267 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 110,473 | $1,251 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 28,605 | $1,230 萬 | 0.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 127,446 | $1,212 萬 | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 104,783 | $1,184 萬 | 0.5% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 23,935 | $1,175 萬 | 0.5% | – | – | 歷史 |
| BMOBank of Montreal | COM | 112,559 | $1,155 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 116,533 | $1,150 萬 | 0.5% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 161,190 | $1,087 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 205,002 | $1,086 萬 | 0.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 46,876 | $1,076 萬 | 0.4% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 86,668 | $1,076 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 36,005 | $1,044 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 188,494 | $1,020 萬 | 0.4% | – | – | 歷史 |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 229,781 | $1,014 萬 | 0.4% | – | – | – |
| DGDollar General Corp | COM | 45,783 | $990.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 109,601 | $985.9 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 48,618 | $965.7 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 122,985 | $957.3 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 50,394 | $948.7 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 229,287 | $945.4 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 23,694 | $937.5 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 53,242 | $935.8 萬 | 0.4% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 271,445 | $934.3 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 32,777 | $911.0 萬 | 0.4% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 150,421 | $890.0 萬 | 0.4% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 65,746 | $879.6 萬 | 0.4% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 52,598 | $869.1 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 111,032 | $863.5 萬 | 0.3% | – | – | 歷史 |
| DOWDow Inc. | Stock | 132,748 | $840.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 82,287 | $837.5 萬 | 0.3% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 132,672 | $828.4 萬 | 0.3% | – | – | 歷史 |
| OMCOmnicom Group Inc. | COM | 98,305 | $786.4 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 54,130 | $773.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 35,593 | $738.4 萬 | 0.3% | – | – | – |
| CCICrown Castle Inc. | REIT | 37,490 | $731.5 萬 | 0.3% | – | – | 歷史 |