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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
40
1
2
1
2
0
23
1
0
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC

Time Period2018-12-31

Total Holdings162

Total Value ($x1000)184,495
Activities
New25

Increased60

Unchanged13

Decreased64

Sold Out21

Top 10 Stock Holdingstotal 29.5%
VYM5

VB4.35

VEU3.11

SPY3.04

MDY3.02

 
VV2.48

VEA2.32

SCZ2.17

JNJ2.15

TOTL1.86

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VYM
5%
HIGH DIV YLD
VB
4.35%
SMALL CP ETF
VEU
3.11%
ALLWRLD EX US
SPY
3.04%
TR UNIT
MDY
3.02%
UTSER1 S&PDCRP
VV
2.48%
LARGE CAP ETF
VEA
2.32%
FTSE DEV MKT ETF
SCZ
2.17%
EAFE SML CP ETF
JNJ
2.15%
COM
TOTL
1.86%
SPDR TR TACTIC
VTI
1.85%
TOTAL STK MKT
BOND
1.79%
TOTL RETN ETF
AAPL
1.73%
COM
MSFT
1.6%
COM
IJR
1.54%
CORE S&P SCP ETF
IEMG
1.4%
CORE MSCI EMKT
DIA
1.32%
UT SER 1
FLOT
1.31%
FLTG RATE BD ETF
JPM
1.12%
COM
VCSH
1.1%
SHRT TRM CORP BD
BND
1.06%
TOTAL BND MRKT
FEM
1.06%
EMERG MKT ALPH
VGK
1%
FTSE EUROPE ETF
FLRN
0.99%
INV GRD FLT RT
IEI
0.98%
3-7 YR TR BD ETF
GOOGL
0.95%
CAP STK CL A
VFMF
0.92%
US MULTIFACTOR
BRK.B
0.92%
CL B NEW
MMM
0.92%
COM
PFE
0.9%
COM
VOO
0.89%
SHS
HD
0.84%
COM
IVV
0.84%
CORE S&P500 ETF
BA
0.81%
COM
VNQ
0.8%
REIT ETF
MCD
0.79%
COM
SLYV
0.78%
S&P 600 SMCP VAL
PG
0.75%
COM
AXP
0.73%
COM
MNA
0.72%
IQ MRGR ARB ETF
INTC
0.71%
COM
UNH
0.7%
COM
DWDP
0.68%
COM
BLK
0.68%
COM
LMT
0.63%
COM
PRF
0.62%
FTSE RAFI 1000
ABBV
0.62%
COM
CSCO
0.62%
COM
IWM
0.61%
RUSSELL 2000 ETF
VFVA
0.61%
US VALUE FACTR
VZ
0.6%
COM
WMT
0.59%
COM
EES
0.59%
SMLCAP EARN FD
VTIP
0.58%
STRM INFPROIDX
VXF
0.57%
EXTEND MKT ETF
AMZN
0.57%
COM
XOM
0.56%
COM
MINT
0.55%
ENHAN SHRT MAT
BMY
0.54%
COM
VRP
0.54%
VAR RATE PFD
SCHA
0.53%
US SML CAP ETF
USMV
0.52%
USA MIN VOL ETF
IJS
0.52%
SP SMCP600VL ETF
IBM
0.52%
COM
RSP
0.51%
S&P500 EQL WGT
TDTT
0.51%
IBOXX 3R TARGT
CMI
0.5%
COM
AMGN
0.49%
COM
CVX
0.49%
COM
ACN
0.45%
SHS CLASS A
MUB
0.45%
NAT AMT FREE BD
ANTM
0.45%
COM
GIS
0.45%
COM
CSJ
0.45%
1-3 YR CR BD ETF
VLO
0.44%
COM
FB
0.43%
CL A
EZM
0.43%
MDCP EARN FUND
T
0.41%
COM
VFQY
0.4%
US QUALITY
UTX
0.4%
COM
VSS
0.39%
FTSE SMCAP ETF
USFR
0.39%
BLMBRG FL TRFD
SUB
0.38%
SHT NTLAMTFR ETF
QQQ
0.37%
UNIT SER 1
ISCF
0.37%
MSCI INT SMLCP
HYS
0.36%
0-5 HIGH YIELD
PNC
0.35%
COM
TROW
0.35%
COM
DIS
0.35%
COM DISNEY
VO
0.35%
MID CAP ETF
VOOG
0.34%
500 GRTH IDX F
C
0.33%
COM NEW
VXUS
0.32%
VG TL INTL STK F
GM
0.32%
COM
ISHARES ...
0.32%
ETF
IXUS
0.3%
CORE MSCITOTAL
EMR
0.3%
COM
MTUM
0.29%
MSCI USAMOMFCT
PEP
0.29%
COM
PFS
0.29%
COM
APTV
0.29%
SHS
AFL
0.26%
COM
V
0.25%
COM CL A
IJH
0.25%
CORE S&P MCP ETF
LYB
0.24%
SHS - A -
CLX
0.23%
COM
MRK
0.23%
COM
VGT
0.22%
INF TECH ETF
VYMI
0.22%
INTL HIGH ETF
HDV
0.22%
HIGH DIVIDND ETF
KO
0.22%
COM
VPL
0.21%
MEGA CAP GRO ETF
D
0.2%
COM
CWB
0.2%
BRC CNV SECS ETF
FDN
0.2%
DJ INTERNT IDX
TOT
0.2%
SPONSORED ADR
EFA
0.2%
MSCI EAFE ETF
HON
0.19%
COM
VWO
0.19%
FTSE EMR MKT ETF
CLI
0.19%
COM
VIAB
0.19%
CL B
GILD
0.18%
COM
SPLV
0.18%
S&P500 LOW VOL
OEF
0.18%
S&P 100 ETF
TRV
0.18%
COM
NVS
0.17%
SPONSORED ADR
SLYG
0.17%
S&P 600 SMCP GRW
PGR
0.17%
COM
IDV
0.17%
INTL SEL DIV ETF
GOOG
0.16%
CAP STK CL C
DON
0.15%
MIDCAP DIVI FD
XLE
0.15%
SBI INT-ENERGY
KLAC
0.15%
COM
SHY
0.14%
1-3 YR TR BD ETF
TPR
0.14%
COM
COP
0.14%
COM
ABT
0.14%
COM
ORCL
0.13%
COM
IBB
0.13%
NASDQ BIOTEC ETF
LLY
0.13%
COM
DAL
0.13%
COM NEW
IWW
0.13%
RUS 3000 VAL ETF
CL
0.13%
COM
BAC
0.13%
COM
NEE
0.13%
COM
AMLP
0.13%
ALERIAN MLP
DES
0.13%
SMALLCAP DIVID
NVDA
0.12%
COM
CMCSA
0.12%
CL A
XLK
0.12%
TECHNOLOGY
GLD
0.12%
GOLD SHS
EEB
0.12%
BRIC ETF
JWN
0.12%
COM
VIG
0.11%
DIV APP ETF
ABN-AMRO...
0.11%
PFD
FS INVES...
0.11%
COM
MYOS
0.09%
COM
BKK
0.09%
COM SHS
MLPA
0.08%
GLBL X MLP ETF
GE
0.04%
COM
NORTHSTA...
< 0.01%
COM
GLOBAL S...
< 0.01%
COM
MPC
0.32%
COM
XBI
0.25%
S&P BIOTECH
IWF
0.2%
RUS 1000 GRW ETF
SDY
0.2%
S&P DIVID ETF
DWX
0.19%
S&P INTL ETF
IWS
0.15%
RUS MDCP VAL ETF
XLC
0.15%
COMMUNICATION
VTEB
0.14%
TAX-EXEMPT BD
SCHB
0.12%
US BRD MKT ETF
DBEF
0.12%
XTRAK MSCI EAFE
SCHD
0.11%
US DIVIDEND EQ
IVZ
0.11%
SHS
ADP
0.11%
COM
BAX
0.11%
COM
CAT
0.11%
COM
DFS
0.1%
COM
PFG
0.1%
COM
RCL
0.1%
COM
PGX
0.1%
PFD ETF
ENBRIDGE...
0.1%
PFD
IAU
0.07%
ISHARES