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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A763 | ST STR SP DIV | 16,981 | $207.6 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,504 | $209.0 萬 | 0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 24,325 | $214.2 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 11,635 | $225.7 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 26,922 | $227.8 萬 | 0.1% | – | – | 歷史 |
| HSTMHealthstream Inc | COM | 83,181 | $232.4 萬 | 0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 30,333 | $246.8 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,236 | $252.7 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 24,142 | $254.3 萬 | 0.1% | – | – | – |
| HHCHoward Hughes Corp | COM | 26,173 | $255.1 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 23,095 | $258.2 萬 | 0.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 20,341 | $268.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 44,582 | $282.6 萬 | 0.1% | – | – | – |
| NHINational Health Investors Inc | COM | 42,533 | $285.2 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 19,258 | $290.3 萬 | 0.1% | – | – | – |
| KKRKKR & Co. Inc. | COM | 49,877 | $295.5 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 46,863 | $298.1 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 33,625 | $298.5 萬 | 0.1% | – | – | – |
| RFRegions Financial Corp | COM | 149,076 | $300.8 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 8,272 | $301.9 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 45,643 | $305.0 萬 | 0.1% | – | – | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 15,909 | $311.0 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,787 | $311.4 萬 | 0.1% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 38,565 | $330.5 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 47,881 | $334.3 萬 | 0.1% | – | – | – |
| ECLEcolab Inc. | Stock | 16,462 | $339.1 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 20,955 | $347.1 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 48,044 | $349.4 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 13,379 | $361.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 71,515 | $370.2 萬 | 0.1% | – | – | – |
| BXBlackstone Inc. | COM | 38,814 | $377.0 萬 | 0.2% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 10,724 | $388.6 萬 | 0.2% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 28,812 | $403.7 萬 | 0.2% | – | – | 歷史 |
| RHIRobert Half Inc. | COM | 45,403 | $404.0 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 96,207 | $404.8 萬 | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 75,431 | $416.0 萬 | 0.2% | – | – | – |
| DDominion Energy, Inc | Stock | 56,726 | $417.4 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 95,007 | $453.0 萬 | 0.2% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 54,769 | $457.1 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 34,130 | $481.3 萬 | 0.2% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 95,347 | $486.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 28,497 | $494.8 萬 | 0.2% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 34,539 | $500.2 萬 | 0.2% | – | – | 歷史 |
| KMXCarMax Inc | COM | 39,636 | $511.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 48,745 | $522.9 萬 | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 10,558 | $532.6 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 22,049 | $538.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 6,823 | $545.9 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 19,387 | $557.7 萬 | 0.2% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,250 | $557.8 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 37,860 | $559.0 萬 | 0.2% | – | – | – |
| SOSouthern Co | Stock | 93,121 | $563.5 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 24,565 | $567.4 萬 | 0.2% | – | – | 歷史 |
| CMECME Group Inc. | COM | 27,012 | $574.4 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 58,989 | $584.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 52,100 | $599.1 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 52,308 | $606.4 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,560 | $641.6 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 18,378 | $648.2 萬 | 0.3% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 56,378 | $657.4 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 89,984 | $673.6 萬 | 0.3% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 123,660 | $677.8 萬 | 0.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 54,034 | $725.9 萬 | 0.3% | – | – | – |
| CCICrown Castle Inc. | REIT | 37,490 | $731.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 35,593 | $738.4 萬 | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 54,130 | $773.6 萬 | 0.3% | – | – | 歷史 |
| OMCOmnicom Group Inc. | COM | 98,305 | $786.4 萬 | 0.3% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 132,672 | $828.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 82,287 | $837.5 萬 | 0.3% | – | – | – |
| DOWDow Inc. | Stock | 132,748 | $840.0 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 111,032 | $863.5 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 52,598 | $869.1 萬 | 0.4% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 65,746 | $879.6 萬 | 0.4% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 150,421 | $890.0 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 32,777 | $911.0 萬 | 0.4% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 271,445 | $934.3 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 53,242 | $935.8 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 23,694 | $937.5 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 229,287 | $945.4 萬 | 0.4% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 50,394 | $948.7 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 122,985 | $957.3 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 48,618 | $965.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 109,601 | $985.9 萬 | 0.4% | – | – | – |
| DGDollar General Corp | COM | 45,783 | $990.7 萬 | 0.4% | – | – | 歷史 |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 229,781 | $1,014 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 188,494 | $1,020 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 36,005 | $1,044 萬 | 0.4% | – | – | – |
| MDTMedtronic plc | Stock | 86,668 | $1,076 萬 | 0.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 46,876 | $1,076 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 205,002 | $1,086 萬 | 0.4% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 161,190 | $1,087 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 116,533 | $1,150 萬 | 0.5% | – | – | 歷史 |
| BMOBank of Montreal | COM | 112,559 | $1,155 萬 | 0.5% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 23,935 | $1,175 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 104,783 | $1,184 萬 | 0.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 127,446 | $1,212 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 28,605 | $1,230 萬 | 0.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 110,473 | $1,251 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 323,582 | $1,267 萬 | 0.5% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 8,629 | $1,288 萬 | 0.5% | – | – | 歷史 |