Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC 10-25-2023 09-30-2023 322 771,602,367
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Apple Inc COM 1 $40,176,921 234,665 0.01 0.01 -4,932 -2.06 09-30-2023
iShares MSCI USA Quality ETF 2 $30,249,182 229,526 0.00 0.00 1,119 0.49 09-30-2023
Microsoft Corp COM 3 $28,106,820 89,016 0.00 0.00 -619 -0.69 09-30-2023
Vanguard High Div Yield ETF ETF 4 $27,571,431 266,855 0.00 0.00 2,721 1.03 09-30-2023
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