Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pinnacle Wealth Advisors (CIK 1698283) reported $2.47B across 462 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: VOO ($138.1M, 5.59%), SPY ($93.2M, 3.77%), AAPL ($74.0M, 2.99%), MSFT ($70.6M, 2.86%), PNFP ($58.4M, 2.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $138.1M | 5.59% | 350,809 | New |
| 2 | SPY | SPDR S&P 500 ETF TR | $93.2M | 3.77% | 217,666 | New |
| 3 | AAPL | APPLE INC | $74.0M | 2.99% | 540,208 | New |
| 4 | MSFT | MICROSOFT CORP | $70.6M | 2.86% | 260,725 | New |
| 5 | PNFP | PINNACLE FINL PARTNERS INC | $58.4M | 2.36% | 661,690 | New |
| 6 | SHY | ISHARES TR | $52.0M | 2.10% | 603,277 | New |
| 7 | IWF | ISHARES TR | $47.7M | 1.93% | 175,692 | New |
| 8 | AMZN | AMAZON COM INC | $45.7M | 1.85% | 13,292 | New |
| 9 | JPM | JPMORGAN CHASE & CO | $43.0M | 1.74% | 276,277 | New |
| 10 | VEA | VANGUARD TAX-MANAGED INTL FD | $38.0M | 1.54% | 738,095 | New |
| 11 | GOOGL | ALPHABET INC | $35.4M | 1.43% | 14,501 | New |
| 12 | UNH | UNITEDHEALTH GROUP INC | $33.7M | 1.36% | 84,084 | New |
| 13 | V | VISA INC | $33.2M | 1.34% | 142,106 | New |
| 14 | VUG | VANGUARD INDEX FDS | $30.8M | 1.25% | 107,498 | New |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $30.8M | 1.25% | 372,477 | New |
| 16 | HCA | HCA HEALTHCARE INC | $29.8M | 1.21% | 144,190 | New |
| 17 | VTEB | VANGUARD MUN BD FDS | $29.0M | 1.18% | 525,111 | New |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $27.2M | 1.10% | 500,507 | New |
| 19 | IWD | ISHARES TR | $26.5M | 1.07% | 166,762 | New |
| 20 | EMR | EMERSON ELEC CO | $25.4M | 1.03% | 264,187 | New |
| 21 | INTC | INTEL CORP | $24.8M | 1.00% | 442,097 | New |
| 22 | EFA | ISHARES TR | $24.3M | 0.99% | 308,578 | New |
| 23 | PYPL | PAYPAL HLDGS INC | $24.0M | 0.97% | 82,306 | New |
| 24 | LMT | LOCKHEED MARTIN CORP | $23.3M | 0.94% | 61,468 | New |
| 25 | HD | HOME DEPOT INC | $23.3M | 0.94% | 73,204 | New |
Source: SEC Form 13F filings · as of 2021-06-30