Pinnacle Bancorp, Inc.
CIK Number: 0001703383
306.73M
Market Value
862
# of Holdings
15 months
Avg. Holding Period
31.76%
Win Rate
21.26%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hatha... | 725910.01 | -1.36% | 36 | -73.53% | 24.51M | 366394.83 | 7.97% |
| 2 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 35.44K | +1.34% | 19.09M | 408.6 | 6.21% |
| 3 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 23.01K | -3% | 9.7M | 171.31 | 3.15% |
| 4 | AAPL | Apple Inc. | 195.57 | -1.44% | 33.08K | -1.34% | 8.28M | 51.17 | 2.69% |
| 5 | IJH | iShares Core S&... | 60.20 | -0.88% | 122.25K | +1.92% | 7.62M | 37.68 | 2.48% |
| 6 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 14.41K | -4.87% | 6.53M | 239.88 | 2.12% |
| 7 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 27.18K | -7.04% | 5.96M | 128.33 | 1.94% |
| 8 | IVV | iShares Core S&... | 598.51 | -0.87% | 9.31K | +0.11% | 5.48M | 405.27 | 1.78% |
| 9 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 9.3K | -2.82% | 5.45M | 284.05 | 1.77% |
| 10 | V | Visa Inc. | 357.69 | +0.62% | 15.73K | -5.36% | 4.97M | 206.62 | 1.62% |
| 11 | COST | Costco Wholesal... | 977.59 | -0.69% | 5.4K | -4.22% | 4.95M | 441.8 | 1.61% |
| 12 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 20.51K | -3.45% | 4.92M | 157.05 | 1.60% |
| 13 | EFA | iShares MSCI EA... | 86.94 | -1.25% | 58.92K | -0.14% | 4.46M | 67.38 | 1.45% |
| 14 | IVE | iShares S&P 500... | 189.84 | -0.94% | 22.43K | -0.66% | 4.28M | 103.53 | 1.39% |
| 15 | LLY | Eli Lilly and C... | 791.46 | -2% | 5.27K | +0.88% | 4.07M | 174.22 | 1.32% |
| 16 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 20.92K | -4.42% | 3.96M | 68.12 | 1.29% |
| 17 | BND | Vanguard Total ... | 72.80 | +0.33% | 54.79K | +7.92% | 3.94M | 74.47 | 1.28% |
| 18 | META | Meta Platforms,... | 697.17 | -0.7% | 6.45K | -4.79% | 3.77M | 344.26 | 1.23% |
| 19 | MGK | Vanguard Mega C... | 351.01 | -0.85% | 10.47K | -0.14% | 3.59M | 198.12 | 1.17% |
| 20 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 17.43K | -5.91% | 3.32M | 122.61 | 1.08% |
| 21 | VIG | Vanguard Divide... | 199.44 | -0.85% | 16.88K | +3.07% | 3.31M | 121.6 | 1.08% |
| 22 | MGV | Vanguard Mega C... | 128.10 | -0.89% | 25.5K | -0.04% | 3.19M | 97.84 | 1.04% |
| 23 | VTI | Vanguard Total ... | 293.93 | -0.86% | 10.28K | +2.05% | 2.98M | 183.96 | 0.97% |
| 24 | PG | The Procter & G... | 158.46 | -1.5% | 16.8K | -0.61% | 2.82M | 101.58 | 0.92% |
| 25 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 60.45K | +1.04% | 2.66M | 37.84 | 0.87% |
| 26 | IJR | iShares Core S&... | 105.81 | -1.09% | 23.03K | +9.88% | 2.65M | 82.66 | 0.86% |
| 27 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 16.65K | -0.42% | 2.41M | 135.65 | 0.78% |
| 28 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 12.98K | -0.88% | 2.31M | 97.07 | 0.75% |
| 29 | SUB | iShares Short-T... | 106.10 | +0.04% | 21.48K | +0.73% | 2.27M | 105.41 | 0.74% |
| 30 | IJJ | iShares S&P Mid... | 120.25 | -0.96% | 17.12K | +0.38% | 2.14M | 70.75 | 0.70% |
| 31 | VUG | Vanguard Growth... | 420.16 | -0.82% | 5.09K | -3.64% | 2.09M | 185.5 | 0.68% |
| 32 | BAC | Bank of America... | 44.23 | -0.41% | 46.86K | -15.15% | 2.06M | 35.47 | 0.67% |
| 33 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 40.7K | +23.74% | 2.04M | 50.45 | 0.66% |
| 34 | IEFA | iShares Core MS... | 80.91 | -1.24% | 28.43K | -4.96% | 2M | 67.83 | 0.65% |
| 35 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 28.29K | +38.21% | 1.99M | 53.26 | 0.65% |
| 36 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 3.77K | -0.26% | 1.93M | 284.37 | 0.63% |
| 37 | VGSH | Vanguard Short-... | 58.49 | +0.07% | 29.98K | +1.69% | 1.74M | 58.32 | 0.57% |
| 38 | MCD | McDonald's Corp... | 292.33 | -1.33% | 5.9K | -0.34% | 1.71M | 190.01 | 0.56% |
| 39 | CVX | Chevron Corpora... | 148.85 | +1.93% | 11.71K | -0.14% | 1.7M | 112.59 | 0.55% |
| 40 | IVW | iShares S&P 500... | 105.37 | -0.85% | 16.19K | -0.98% | 1.64M | 71.08 | 0.53% |
| 41 | NOBL | ProShares S&P 5... | 99.17 | -1.11% | 15.97K | 0.00% | 1.59M | 61.31 | 0.52% |
| 42 | DVY | iShares Select ... | 129.58 | -0.84% | 11.78K | -1.46% | 1.55M | 91.07 | 0.50% |
| 43 | AGG | iShares Core U.... | 98.08 | +0.33% | 15.62K | +5.39% | 1.51M | 101.53 | 0.49% |
| 44 | VCSH | Vanguard Short-... | 78.91 | +0.04% | 19.1K | +23.65% | 1.49M | 76.99 | 0.48% |
| 45 | VGIT | Vanguard Interm... | 59.16 | +0.28% | 21.98K | +13.79% | 1.27M | 60.28 | 0.41% |
| 46 | DFAS | Dimensional U.S... | 61.76 | -1.07% | 19.13K | +0.94% | 1.24M | 47.97 | 0.40% |
| 47 | IWM | iShares Russell... | 208.41 | -1.12% | 5.63K | -1.11% | 1.24M | 147.3 | 0.40% |
| 48 | ILCG | iShares Morning... | 92.79 | -0.77% | 13.51K | 0.00% | 1.21M | 80.27 | 0.39% |
| 49 | VOOG | Vanguard S&P 50... | 380.38 | -0.96% | 3.26K | 0.00% | 1.19M | 330.34 | 0.39% |
| 50 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 7.71K | +0.55% | 1.17M | 125.68 | 0.38% |
| 51 | ACN | Accenture plc | 312.02 | -0.73% | 3.24K | 0.00% | 1.14M | 196.43 | 0.37% |
| 52 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 2.25K | +2.32% | 1.14M | 333.42 | 0.37% |
| 53 | HON | Honeywell Inter... | 221.84 | -1% | 4.76K | -3.15% | 1.08M | 176.53 | 0.35% |
| 54 | DBEF | Xtrackers MSCI ... | 44.74 | -0.79% | 25.92K | 0.00% | 1.07M | 28.57 | 0.35% |
| 55 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 11.97K | +13.17% | 1.07M | 77.9 | 0.35% |
| 56 | BLK | BlackRock, Inc. | 968.44 | -1.39% | 1K | +100.00% | 1.03M | 1025.11 | 0.33% |
| 57 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 17.36K | +5.53% | 1.03M | 44.68 | 0.33% |
| 58 | WMT | Walmart Inc. | 94.21 | -0.08% | 11.34K | +2.43% | 1.02M | 41.49 | 0.33% |
| 59 | VTV | Vanguard Value ... | 172.71 | -0.87% | 5.92K | +2.03% | 1M | 123.53 | 0.33% |
| 60 | MBB | iShares MBS ETF | 92.68 | +0.28% | 10.57K | +18.47% | 969.24K | 92.54 | 0.32% |
| 61 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 3.61K | 0.00% | 953.25K | 198.75 | 0.31% |
| 62 | MUB | iShares Nationa... | 104.08 | +0.11% | 8.89K | -20.56% | 947.66K | 106.4 | 0.31% |
| 63 | KO | The Coca-Cola C... | 69.60 | -1.31% | 14.79K | -0.54% | 920.58K | 49.88 | 0.30% |
| 64 | LOW | Lowe's Companie... | 211.90 | -1.94% | 3.71K | -0.4% | 914.39K | 107.6 | 0.30% |
| 65 | SCHP | Schwab U.S. TIP... | 26.42 | +0.49% | 35.17K | +127.05% | 908.57K | 26.4 | 0.30% |
| 66 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 32.53K | +179.68% | 888.69K | 20.35 | 0.29% |
| 67 | ADP | Automatic Data ... | 307.57 | -0.11% | 3.02K | 0.00% | 884.04K | 131.12 | 0.29% |
| 68 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 3.63K | 0.00% | 879.42K | 174.16 | 0.29% |
| 69 | DFAT | Dimensional U.S... | 52.49 | -1.14% | 15.4K | 0.00% | 857.1K | 40.21 | 0.28% |
| 70 | EMR | Emerson Electri... | 127.47 | -0.94% | 6.77K | -0.99% | 839.5K | 62.39 | 0.27% |
| 71 | VEA | Vanguard Develo... | 55.73 | -1.28% | 16.87K | +22.25% | 806.53K | 43.85 | 0.26% |
| 72 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 26.86K | 0.00% | 801.92K | 29.98 | 0.26% |
| 73 | TRV | The Travelers C... | 264.15 | -0.37% | 3.32K | -4.87% | 799.27K | 120.29 | 0.26% |
| 74 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 4.91K | +5.10% | 793.8K | 136.51 | 0.26% |
| 75 | DGRO | iShares Core Di... | 62.20 | -0.9% | 12.86K | -3.62% | 788.65K | 51.53 | 0.26% |
| 76 | UNP | Union Pacific C... | 220.55 | -1.83% | 3.37K | +4.24% | 768.04K | 204.71 | 0.25% |
| 77 | CDNS | Cadence Design ... | 298.83 | -0.66% | 2.52K | 0.00% | 758.36K | 177.37 | 0.25% |
| 78 | IEMG | iShares Core MS... | 57.92 | -1.25% | 14.22K | +12.21% | 742.41K | 54.32 | 0.24% |
| 79 | FYT | First Trust Sma... | 49.18 | -1.26% | 13.41K | +17.52% | 737.85K | 43.43 | 0.24% |
| 80 | HYS | PIMCO 0-5 Year ... | 93.77 | -0.14% | 7.77K | -2.13% | 727.61K | 94.6 | 0.24% |
| 81 | MRK | Merck & Co., In... | 78.33 | -3.25% | 7.29K | -0.64% | 725.41K | 87.49 | 0.24% |
| 82 | HD | The Home Depot,... | 348.70 | -1.37% | 1.81K | -1.89% | 705.24K | 203.69 | 0.23% |
| 83 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 5.16K | 0.00% | 692.26K | 82.72 | 0.23% |
| 84 | ABT | Abbott Laborato... | 132.22 | -1.34% | 6.12K | +1.83% | 691.89K | 76.59 | 0.23% |
| 85 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 6.4K | -0.78% | 688.23K | 73.48 | 0.22% |
| 86 | MS | Morgan Stanley | 130.09 | -0.61% | 5.4K | -1.6% | 679.14K | 90.28 | 0.22% |
| 87 | ADBE | Adobe Inc. | 382.68 | -4.74% | 1.52K | 0.00% | 674.58K | 337.17 | 0.22% |
| 88 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 13.13K | +50.83% | 671.62K | 46.29 | 0.22% |
| 89 | IWR | iShares Russell... | 89.14 | -1% | 7.47K | +0.48% | 660.7K | 59.52 | 0.21% |
| 90 | FIXD | First Trust TCW... | 43.57 | +0.37% | 15.37K | +82.74% | 660.32K | 44.22 | 0.21% |
| 91 | USB | U.S. Bancorp | 42.69 | -1.08% | 13.77K | +29.66% | 658.57K | 52.54 | 0.21% |
| 92 | AFL | Aflac Incorpora... | 101.98 | -0.72% | 6.26K | +1.95% | 647.74K | 49.96 | 0.21% |
| 93 | DIS | The Walt Disney... | 118.14 | -1.12% | 5.74K | +1.50% | 638.7K | 115.5 | 0.21% |
| 94 | PAYX | Paychex, Inc. | 152.43 | -0.81% | 4.38K | -0.9% | 614.58K | 67.86 | 0.20% |
| 95 | VOOV | Vanguard S&P 50... | 184.18 | -0.89% | 3.28K | 0.00% | 605.56K | 161.91 | 0.20% |
| 96 | CMI | Cummins Inc. | 314.69 | -2.36% | 1.73K | 0.00% | 602.73K | 200.12 | 0.20% |
| 97 | GD | General Dynamic... | 281.11 | +0.65% | 2.27K | -1.82% | 597.86K | 195.29 | 0.19% |
| 98 | ZTS | Zoetis Inc. | 161.62 | -1.68% | 3.6K | 0.00% | 585.73K | 134 | 0.19% |
| 99 | VOT | Vanguard Mid-Ca... | 270.97 | -0.87% | 2.3K | 0.00% | 584.13K | 176.12 | 0.19% |
| 100 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 1.74K | -1.81% | 580.06K | 141.05 | 0.19% |
| 101 | VTC | Vanguard Total ... | 76.32 | +0.31% | 7.65K | +0.86% | 579.18K | 82.47 | 0.19% |
| 102 | VZ | Verizon Communi... | 41.85 | -1.52% | 14.23K | -10.47% | 569.24K | 52.54 | 0.19% |
| 103 | VB | Vanguard Small ... | 230.11 | -0.97% | 2.33K | +6.87% | 560.57K | 180.25 | 0.18% |
| 104 | IWS | iShares Russell... | 128.21 | -0.97% | 4.25K | -0.09% | 550.08K | 93.02 | 0.18% |
| 105 | LIN | Linde plc | 460.89 | -1.22% | 1.31K | 0.00% | 546.78K | 372.35 | 0.18% |
| 106 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 5.8K | -3.49% | 529.52K | 79.98 | 0.17% |
| 107 | TXN | Texas Instrumen... | 197.70 | -0.76% | 2.8K | -19.27% | 525.59K | 148.02 | 0.17% |
| 108 | EEM | iShares MSCI Em... | 46.62 | -1.3% | 12.52K | +0.79% | 523.5K | 39.32 | 0.17% |
| 109 | PFE | Pfizer Inc. | 24.00 | -1.64% | 19.7K | -25.93% | 522.51K | 39.25 | 0.17% |
| 110 | XLK | Technology Sele... | 241.22 | -0.75% | 2.23K | 0.00% | 518.52K | 83.89 | 0.17% |
| 111 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 10.36K | -14.45% | 512.77K | 44.52 | 0.17% |
| 112 | RPV | Invesco S&P 500... | 92.36 | -0.63% | 5.44K | 0.00% | 491.01K | 77.49 | 0.16% |
| 113 | ICE | Intercontinenta... | 180.99 | +0.66% | 3.26K | 0.00% | 485.18K | 126.15 | 0.16% |
| 114 | IBTG | iShares iBonds ... | 22.86 | +0.01% | 21.02K | +7.49% | 479.58K | 22.65 | 0.16% |
| 115 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 4.96K | +225.95% | 478.88K | 94.68 | 0.16% |
| 116 | NOW | ServiceNow, Inc... | 1003.68 | -0.14% | 440 | 0.00% | 466.45K | 338.07 | 0.15% |
| 117 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 3.04K | +4.29% | 466.39K | 77.9 | 0.15% |
| 118 | IBM | International B... | 283.06 | +0.44% | 2.12K | -0.61% | 465.82K | 114.18 | 0.15% |
| 119 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 866 | +18.14% | 450.52K | 382.19 | 0.15% |
| 120 | MMM | 3M Company | 142.13 | -2.02% | 3.46K | -3.99% | 447.17K | 154.81 | 0.15% |
| 121 | RTX | RTX Corporation | 148.49 | +1.39% | 3.81K | +16.01% | 441.13K | 90.17 | 0.14% |
| 122 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 2.65K | -0.79% | 441.1K | 75.78 | 0.14% |
| 123 | MGC | Vanguard Mega C... | 217.08 | -0.87% | 2.07K | 0.00% | 439.78K | 201.03 | 0.14% |
| 124 | MA | Mastercard Inco... | 569.23 | +0.10% | 832 | 0.00% | 438.11K | 240.16 | 0.14% |
| 125 | IWF | iShares Russell... | 406.54 | -0.88% | 1.08K | -1.36% | 435.31K | 159.78 | 0.14% |
| 126 | IBTH | iShares iBonds ... | 22.38 | +0.11% | 19.11K | +7.60% | 424.18K | 22.28 | 0.14% |
| 127 | VBK | Vanguard Small ... | 268.41 | -0.83% | 1.51K | +10.92% | 423.73K | 196.45 | 0.14% |
| 128 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 1.82K | +31.41% | 421.95K | 99.09 | 0.14% |
| 129 | VBR | Vanguard Small ... | 189.47 | -1.04% | 2.13K | +2.46% | 421.53K | 140.37 | 0.14% |
| 130 | VT | Vanguard Total ... | 124.76 | -1.02% | 3.55K | +7.58% | 416.82K | 73.18 | 0.14% |
| 131 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 14.64K | +261.68% | 405.59K | 25.55 | 0.13% |
| 132 | J | Jacobs Engineer... | 128.43 | -0.99% | 3.01K | +11.07% | 402.06K | 105.28 | 0.13% |
| 133 | EFAV | iShares MSCI EA... | 82.45 | -0.87% | 5.67K | 0.00% | 400.57K | 70.87 | 0.13% |
| 134 | XLE | Energy Select S... | 88.69 | +0.97% | 4.62K | 0.00% | 395.66K | 35.86 | 0.13% |
| 135 | EFV | iShares MSCI EA... | 61.92 | -1.31% | 7.47K | +0.39% | 392K | 47.73 | 0.13% |
| 136 | SCHH | Schwab U.S. REI... | 21.23 | -0.31% | 18.37K | -0.02% | 386.91K | 19.7 | 0.13% |
| 137 | IBTF | iShares iBonds ... | 23.32 | +0.02% | 16.27K | +9.65% | 379.53K | 23.14 | 0.12% |
| 138 | SDOG | ALPS Sector Div... | 57.05 | -1.03% | 6.7K | 0.00% | 378.63K | 42.3 | 0.12% |
| 139 | AMAT | Applied Materia... | 174.19 | -1.34% | 2.32K | -1.99% | 376.65K | 78.92 | 0.12% |
| 140 | ESGV | Vanguard ESG U.... | 105.58 | -0.92% | 3.59K | +0.25% | 376.14K | 75.51 | 0.12% |
| 141 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 2.12K | +7.62% | 371.14K | 143.93 | 0.12% |
| 142 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 15.97K | +200.00% | 370.23K | 18.8 | 0.12% |
| 143 | MO | Altria Group, I... | 58.95 | +0.26% | 7.02K | -0.57% | 367.02K | 47.73 | 0.12% |
| 144 | ED | Consolidated Ed... | 101.30 | -0.32% | 4.1K | 0.00% | 366.02K | 78.09 | 0.12% |
| 145 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 1.99K | +135.50% | 362.1K | 125.61 | 0.12% |
| 146 | CCEP | Coca-Cola Europ... | 92.16 | -0.68% | 4.71K | 0.00% | 361.55K | 47.4 | 0.12% |
| 147 | NVS | Novartis AG | 116.34 | -1.48% | 3.71K | -0.67% | 361.21K | 75.45 | 0.12% |
| 148 | TPL | Texas Pacific L... | 1086.48 | -0.6% | 325 | +62.50% | 359.44K | 844.43 | 0.12% |
| 149 | VMBS | Vanguard Mortga... | 45.77 | +0.32% | 7.76K | +17.73% | 351.66K | 46.08 | 0.11% |
| 150 | WM | Waste Managemen... | 234.03 | -0.27% | 1.73K | +6.13% | 349.5K | 101.94 | 0.11% |