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| Name: |
Pinnacle Wealth Management LLC |
| City: |
ROSEVILLE |
| State: |
CA |
| Zip: |
95661 |
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data |
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Filing Period: |
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| Holdings
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9 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CRM |
Salesforce.com Inc |
11 |
- |
$241.84 |
$2,930,000 |
9,727 |
3.05% |
1,051,000 |
2,588 |
0.001 |
Internet Software & S... |
|
|
AXP |
American Express Co |
22 |
- |
$232.44 |
$1,931,000 |
8,481 |
2.01% |
1,931,000 |
8,481 |
0.001 |
Credit Services |
|
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TSLA |
Tesla Motors Inc |
24 |
- |
$177.81 |
$1,902,000 |
10,822 |
1.98% |
-647,000 |
565 |
0 |
Auto Manufacturers |
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TDG |
Transdigm Group Inc |
28 |
- |
$1,305.99 |
$1,739,000 |
1,412 |
1.81% |
354,000 |
43 |
0.003 |
Aerospace/Defense Pro... |
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VRTX |
Vertex Pharmaceuticals Inc |
31 |
- |
$483.28 |
$1,616,000 |
3,865 |
1.68% |
1,616,000 |
3,865 |
0.001 |
Drug Manufacturers - ... |
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NOW |
Servicenow, Inc. |
32 |
- |
$709.15 |
$1,579,000 |
2,071 |
1.65% |
1,579,000 |
2,071 |
0.001 |
Information Technolog... |
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JCPB |
Jpmorgan Core Plus Bond Etf |
37 |
- |
$0.00 |
$766,000 |
16,431 |
0.8% |
470,000 |
10,149 |
0.018 |
N/A |
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BKLC |
Bny Mellon Us Large Cap Cor... |
38 |
- |
$0.00 |
$561,000 |
5,617 |
0.58% |
54,000 |
14 |
0.062 |
N/A |
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PYLD |
Pimco Multisector Bond Acti... |
41 |
- |
$25.49 |
$405,000 |
15,707 |
0.42% |
149,000 |
5,720 |
0.017 |
N/A |
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