Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Pinnacle Wealth Management LLC
  City: ROSEVILLE
  State: CA
  Zip: 95661
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $95,918,000
  Total Value Change : $8,432,000
  Securities Held Change : 11
   
All Securities Held : 43
  New Positions : 12
  Closed Positions : 4
  Increased Positions : 9
  Unchanged Positions : 0
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 13 New $887.89 $2,749,000 2,722 2.87% 2,749,000 2,722 0.005    Networking & Communic...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 15 New $317.85 $2,263,000 7,966 2.36% 2,263,000 7,966 0.003    Networking & Communic...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 20 New $204.79 $1,990,000 9,934 2.07% 1,990,000 9,934 0    Domestic Money Center...
   (IBP)1 Year Chart         IBP Installed Building Products... 25 New $211.83 $1,850,000 7,149 1.93% 1,850,000 7,149 0.024    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 26 New $345.93 $1,849,000 5,767 1.93% 1,849,000 5,767 0.003    N/A
   (V)1 Year Chart         V Visa Inc 27 New $280.10 $1,810,000 6,485 1.89% 1,810,000 6,485 0    Business Services
   (NFLX)1 Year Chart         NFLX Netflix Inc 29 New $621.10 $1,727,000 2,843 1.8% 1,727,000 2,843 0.001    Music & Video Stores
   (INTU)1 Year Chart         INTU Intuit Inc 30 New $661.18 $1,628,000 2,505 1.7% 1,628,000 2,505 0.001    Application Software
   (DECK)1 Year Chart         DECK Deckers Outdoor Corp 33 New $888.56 $1,518,000 1,613 1.58% 1,518,000 1,613 0.006    Textile - Apparel Foo...
   (ROCK)1 Year Chart         ROCK Gibraltar Industires Inc 34 New $73.52 $1,387,000 17,228 1.45% 1,387,000 17,228 0.053    Steel & Iron
   (NSIT)1 Year Chart         NSIT Insight Enterprises Inc 35 New $206.79 $1,379,000 7,432 1.44% 1,379,000 7,432 0.018    Catalog & Mail Order ...
   (ZS)1 Year Chart         ZS Zscaler Inc 36 New $178.86 $1,377,000 7,148 1.44% 1,377,000 7,148 0.005    N/A

      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results