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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Pinnacle Wealth Management Advisory Group, LLC

Quarter ended Q2 2023 · Filed May 4, 2023 · Accession 0001631864-23-000002

Total Value
$740.1M
Positions
323
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (323)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL241,478$39.8M5.38%
2Vanguard High Div Yield ETF921946406264,423$27.9M3.77%
3iShares MSCI USA Quality46432F339212,708$26.4M3.57%
4Microsoft CorpMSFT88,176$25.4M3.43%
5Schwab US DVD equity ETF808524797306,834$22.4M3.03%
6Vanguard Small-Cap ETF922908751106,807$20.2M2.74%
7SPDR S&P 500 ETF TrSPY48,728$19.9M2.70%
8iShares Core S&P S/C ETF464287804171,350$16.6M2.24%
9Vanguard US Total Stock Market92290876980,553$16.4M2.22%
10Vanguard FTSE Developed Market921943858353,675$16.0M2.16%
11Vanguard FTSE All World Ex US922042775291,225$15.6M2.10%
12JPMorgan Equity Premium ETF46641Q332265,053$14.5M1.96%
13Johnson & JohnsonJNJ90,606$14.0M1.90%
14iShares Core S&P 500 Index Fun46428720033,074$13.6M1.84%
15Invesco QQQ Trust Series IIVZ41,309$13.3M1.79%
16Berkshire Hathaway Inc-CL BBRK-A42,023$13.0M1.75%
17iShares Tr S&P Midcap 40046428750751,864$13.0M1.75%
18Dimensional International Core25434V203412,350$11.1M1.50%
19iShares Tr Russell 200046428765557,624$10.3M1.39%
20Dimensional Us High Proftblty25434V831330,565$8.3M1.12%
21Procter & Gamble74271810954,353$8.1M1.09%
22Invesco S&P 500 Equal Weight PIVZ55,027$8.0M1.08%
23Alphabet Inc - Class AGOOG73,061$7.6M1.02%
24Dimensional US S/C Value ETF25434V815300,980$7.5M1.01%
25Wal Mart Stores IncWMT46,155$6.8M0.92%
26Amazon.Com IncAMZN63,159$6.5M0.88%
27iShares MSCI EAFE Small Cap In464288273107,199$6.4M0.86%
28SPDR Dow Jones Indl Avrg ETF78467X10918,605$6.2M0.84%
29Merck & CoMRK56,742$6.0M0.82%
30Mastercard Inc Class AMA16,480$6.0M0.81%
31Vanguard Bd Index Fd Tot Mkt92193783579,789$5.9M0.80%
32SPDR S & P Mid-Cap 400 ETF TrMDY11,641$5.3M0.72%
33Pepsico IncPEP29,075$5.3M0.72%
34NVIDIA CorpNVDA18,483$5.1M0.69%
35McDonald's CorpMCD18,283$5.1M0.69%
36Illinois Tool Works Inc45230810920,695$5.0M0.68%
37Starbucks CorpSBUX48,236$5.0M0.68%
38Dimensional Emerging Mkts Core25434V302216,845$5.0M0.67%
39JPMorgan Chase & CoVYLD38,034$5.0M0.67%
40Walt Disney Co25468710648,220$4.8M0.65%
41Nestle Sa-Spons Adr64106940639,078$4.8M0.64%
42Vanguard FTSE Emerging Markets922042858114,026$4.6M0.62%
43Morgan StanleyMS-PQ51,433$4.5M0.61%
44Home Depot IncHD15,253$4.5M0.61%
45Pfizer IncPFE103,353$4.2M0.57%
46Blackrock IncBLK6,230$4.2M0.56%
47American ExpressAXP25,254$4.2M0.56%
48Broadcom LtdAVGO6,402$4.1M0.55%
49Vanguard Large Cap ETF92290863721,853$4.1M0.55%
50Cisco SystemsCSCO77,402$4.0M0.55%
51Coca-Cola CoKO61,126$3.8M0.51%
52Unitedhealth Group IncUNH7,956$3.8M0.51%
53First Trust NASDAQ Cybersecuri33734x84687,010$3.7M0.50%
54United Parcel Service -Cl BUPS19,164$3.7M0.50%
55Raytheon Tech CorpRTX37,761$3.7M0.50%
56iShares Barclays 3-7 Yr Treasu46428866130,325$3.6M0.48%
57First Trust NASDAQ Rising Divi33738r50678,873$3.5M0.48%
58Chevron CorporationCVX20,944$3.4M0.46%
59Lockheed Martin CorporationLMT7,133$3.4M0.46%
60Vanguard Total Intl Stock Inde92190976858,275$3.2M0.43%
61Vanguard S&P 500 ETF9229083638,406$3.2M0.43%
62SPDR Doubleline Total Return T78467V84872,404$3.0M0.40%
63Verizon CommunicationsVZ75,150$2.9M0.39%
64Amgen IncAMGN11,568$2.8M0.38%
65Tesla IncTSLA13,379$2.8M0.38%
66Flexshares Global Upstream NatFLEX65,610$2.8M0.37%
67Exxon Mobil CorpXOM24,469$2.7M0.36%
68First Trust DJ Internet33733e30217,094$2.5M0.34%
69General Mills37033410429,176$2.5M0.34%
70Meta Platforms Inc - AMETA11,497$2.4M0.33%
71Schwab US Mid Cap ETF80852450835,879$2.4M0.33%
72iShares 7-10 Year Bond Fund46428744024,076$2.4M0.32%
73Visa Inc Class A SharesV10,507$2.4M0.32%
74Diageo Plc-Sponsored AdrDGEAF12,354$2.2M0.30%
75Adobe IncADBE5,773$2.2M0.30%
76Blackrock Short Maturity Bond46431W50743,835$2.2M0.29%
77Costco Wholesale Corp22160K1054,315$2.1M0.29%
78Alphabet Inc - Class CGOOG20,389$2.1M0.29%
79Vanguard Interm-Term Govt Bd92206C70634,033$2.0M0.28%
80Abbvie IncABBV12,504$2.0M0.27%
81Welltower IncWELL27,681$2.0M0.27%
82iShares Core MSCI Total Intl S46432f83429,946$1.9M0.25%
83Vanguard Mid-Cap ETF9229086298,384$1.8M0.24%
84Nextera Energy IncNEE-PW22,329$1.7M0.23%
85Accenture PLC Cl AACN6,015$1.7M0.23%
86Bank Of America Corp06050510458,653$1.7M0.23%
87Vanguard Total World Stock ETF92204274218,197$1.7M0.23%
88PNC Fincl Services Group69347510512,779$1.6M0.22%
89Vanguard Tax Exempt Bond ETF92290774631,995$1.6M0.22%
90Valero Energy Corp NewVLO11,603$1.6M0.22%
91Bristol-Myers Squibb CoCELG-RI23,110$1.6M0.22%
92International Business MachineINTR12,150$1.6M0.22%
93iShares S&P Smallcap 600 Value46428787916,763$1.6M0.21%
94CSX CorpCSX51,224$1.5M0.21%
95PaychexPAYX13,147$1.5M0.20%
96Boeing CoBA-PA6,636$1.4M0.19%
97Lowe's Companies Inc5486611077,022$1.4M0.19%
98iShares GSCI Commodity Indexed46428r10767,500$1.4M0.18%
99Gilead Sciences IncGILD15,118$1.3M0.17%
100IQ Merger Arbitrage45409B80039,455$1.2M0.17%
101Wisdomtree MidCap Dividend FunWT29,786$1.2M0.16%
102New Jersey Resource CorpNJR22,915$1.2M0.16%
103Cummins IncCMI5,068$1.2M0.16%
104Eli Lilly & CoLLY3,498$1.2M0.16%
105Schwab US Small-Cap ETF80852460728,437$1.2M0.16%
106Goldman Sachs Group IncGSCE3,586$1.2M0.16%
107Automatic Data ProcessingADP5,258$1.2M0.16%
108Vanguard Extended Market ETF9229086528,000$1.1M0.15%
109iShares MSCI ACWI Index Fund46428825712,172$1.1M0.15%
110Vanguard Dividend Appreciation9219088446,794$1.0M0.14%
111Intel CorpINTC31,787$1.0M0.14%
112Citigroup IncC-PR22,106$1.0M0.14%
113AT&T IncT-PC52,980$1.0M0.14%
114KLA CorpKLAC2,554$1.0M0.14%
115Oracle CorpORCL-PD10,931$1.0M0.14%
116Vanguard FTSE ALL WO X-US SC9220427189,125$996,8150.13%
117Texas Instruments Inc8825081045,238$974,3200.13%
118iShares Core MSCI Emerging Mar46434G10319,925$972,1410.13%
119Sector SPDR AMEX Tech Select81369Y8036,094$920,2370.12%
120Emerson Elec CoEMR10,385$904,9880.12%
121Target CorpTGT5,461$904,5050.12%
122Colgate-PalmoliveCL11,999$901,7250.12%
123Advanced Micro DevicesAMD9,107$892,5770.12%
124Netflix IncNFLX2,559$884,0830.12%
125Deere & CoDE2,124$876,9570.12%
126Global X Robotics & Artificial37954y71534,375$876,5630.12%
127Comcast Corp Cl ACCZ23,002$872,0190.12%
128Nike Inc - BNKE7,067$866,7500.12%
129Thermo Fisher Scientific IncTMO1,460$841,5960.11%
130The Charles SchwabSCHW-PJ16,063$841,3800.11%
131Caterpillar IncorporatedCAT3,648$834,9180.11%
132Fedex CorpFDX3,637$831,0180.11%
133Abbott LaboratoriesABLZF8,161$826,4270.11%
134Honeywell International4385161064,279$817,8140.11%
135Applied Materials0382221056,581$808,3440.11%
136Mondelez International Inc60920710511,581$807,4270.11%
137Linde PLCLIN2,222$789,7880.11%
138Qualcomm IncQCOM6,160$785,8930.11%
139Robo Global Robotics & Automat30150570714,265$780,5810.11%
140Marsh & Mclennan5717481024,610$767,8520.10%
141LyondellBasell Indus NVLYB8,161$766,2360.10%
142T Rowe Price Group IncTROW6,662$752,1400.10%
143Waste Management Inc94106L1094,555$743,2390.10%
144Elevance Health IncELV1,566$720,0620.10%
145Vanguard REIT ETF9229085538,519$707,4180.10%
146Vanguard Short Term Corp Bond92206C4099,271$706,7090.10%
147Madison Square Garden Sports C55825T1033,623$705,9420.10%
148iShares Tr S&P 100 Index Fd4642871013,747$700,8390.09%
149Marathon Petroleum CorpMARA5,135$692,3520.09%
150SeaGen IncSE3,390$686,3730.09%
151Eaton Corp PLCETN3,862$661,7150.09%
152Vanguard Intl Hi Div Yield Ind92194679410,645$659,4580.09%
153Medtronic PLCMDT8,158$657,7080.09%
154IShares High Dividend Eq Fd46429b6636,415$652,1490.09%
155iShares Core Dividend Growth E46434V62112,885$644,1190.09%
156Ishares Tr Russell Midcap4642874999,174$641,4460.09%
157iShares Russell 1000 Value Ind4642875984,200$639,4920.09%
158Aptiv PLCAPTV5,685$637,8000.09%
159Regeneron PharmaceuticalsREGN746$612,9660.08%
160Salesforce.com IncCRM3,066$612,5250.08%
161iShares Floating Rate Bond ETF46429B65512,149$612,1880.08%
162Vanguard S&P 500 Growth ETF9219325052,650$610,7720.08%
163Lam ResearchLRCX1,139$603,8070.08%
164Sysco CorpSYY7,601$587,0250.08%
165Clorox CoCLX3,693$584,4220.08%
166Travelers Companies IncTRV3,400$582,7940.08%
167Wisdomtree SmallCap Dividend FWT20,060$572,9140.08%
168Dominion Energy IncD10,160$568,0490.08%
169Energy Select Sector SPDR Fund81369Y5066,857$567,9650.08%
170Waters Corp9418481031,757$544,0200.07%
171TJX Companies Inc8725401096,936$543,5050.07%
172Philip Morris Intl7181721095,448$529,8180.07%
173Sector SPDR AMEX Industrial81369Y7045,176$523,7430.07%
174Invesco Variable Rate PreferreIVZ23,548$521,5880.07%
175ConocoPhillipsCOP5,163$512,1770.07%
176Zoetis IncZTS3,064$509,9720.07%
177iShares MSCI ACWI ex US ETF46428824010,415$507,9400.07%
178PIMCO Total Return ETF72201R7755,387$499,6710.07%
179Novartis AG - ADRNVSEF5,210$479,3200.06%
180Wells Fargo Company94974610112,673$473,7130.06%
181McKesson CorpMCK1,312$467,2630.06%
182JPMorgan Diversified Return US46641Q84511,530$459,5860.06%
183Duke Energy CorpDUKB4,731$456,4000.06%
184Spdr S&P Dividend Etf78464A7633,687$456,1220.06%
185iShares Russell 1000 Growth In4642876141,862$454,9680.06%
1863M CoMMM4,240$445,6740.06%
187J P Morgan Nasdaq Eqt Prm Inc46654Q2039,750$439,6280.06%
188iShares S&P Glbl Energy Sect46428734111,486$433,7110.06%
189SPDR Gold TrustGLD2,363$432,9490.06%
190General Dynamics CorpGD1,893$432,0200.06%
191Altria Group IncMO9,667$431,3420.06%
192ASML Holding NV - NY RegASMLF629$428,1670.06%
193FlexShares iBoxx 3 Yr Target DFLEX17,392$420,3650.06%
194PPL CorpPPLC15,078$419,0060.06%
195Union Pac CorpUNP2,045$411,5770.06%
196The Hershey CompanyHSY1,613$410,3630.06%
197Danaher Corp2358511021,587$399,9870.05%
198S & P Global IncSPGI1,159$399,5880.05%
199Intuit IncINTU894$398,4700.05%
200Schwab US Broad Martket ETF8085241028,307$397,4710.05%
201Stryker CorpSYK1,383$394,8050.05%
202Take-Two Interactive SoftwareTTWO3,262$389,1570.05%
203Air Products & Chemicals IncAIIR1,347$386,8720.05%
204Southern CoSOMN5,545$385,8210.05%
205Phillips 66PSX3,783$383,5210.05%
206Vanguard ESG International Sto9219107257,285$381,4430.05%
207iShares S&P National AMT Free4642884143,531$380,4300.05%
208First Trust NASDAQ Tech Div In33738r1187,000$378,6300.05%
209Health Care Select Sector SP81369Y2092,899$375,3050.05%
210iShares Edge MSCI USA Momentum46432f3962,681$372,7660.05%
211Public Service Enterprise Grp7445731065,960$372,2020.05%
212CVS Health CorpCVS4,985$370,4500.05%
213Vanguard FTSE Europe ETF9220428745,990$365,0680.05%
214iShares COMEX Gold TrustIAU9,525$355,9490.05%
215General Electric3696043013,723$355,9190.05%
216Prologis IncPLDGP2,833$353,4730.05%
217Booking Holdings IncBKNG132$350,1180.05%
218Analog DevicesADI1,766$348,2910.05%
219Consolidated EdisonED3,612$345,5600.05%
220Humana Inc ComHUM705$342,2490.05%
221Intuitive Surgical IncISRG1,335$341,0520.05%
222General Motors37045V1009,270$340,0240.05%
223Qorvo IncQRVO3,346$339,8530.05%
224Hess CorpHESM2,552$337,7320.05%
225iShares S&P Smallcap 600 Growt4642878873,057$336,0910.05%
226Paramount Global92556H20614,974$334,0760.05%
227Raymond James Financial Inc7547301093,578$333,7200.05%
228Lvmh Moet Hennessy-Unsp Adr5024413061,750$321,5280.04%
229Vanguard Information Technolog92204A702826$318,3980.04%
230Amerisourcebergen Corp ComCOR1,960$313,8160.04%
231Kimberly-ClarkKMB2,280$306,0220.04%
232Graham Holdings Co-Class BGHM512$305,0700.04%
233Boyd Gaming CorporationBYD4,755$304,8910.04%
234Servicenow IncNOW653$303,4620.04%
235Rockwell Automation IncROK1,034$303,4270.04%
236Otis Worldwide CorpOTIS3,595$303,4180.04%
237Progressive Corp7433151032,079$297,4220.04%
238Aflac IncAFL4,606$297,1790.04%
239iShares Preferred & Inc Securi4642886879,510$296,9020.04%
240iShares 1-5 Year Inv Gr Corpor4642886465,840$295,1540.04%
241IShares Edge MSCI Intl Quality46434v4568,325$293,8730.04%
242Norfolk Southern6558441081,367$289,8040.04%
243O'Reilly Automotive Inc67103H107335$284,4080.04%
244Lumentum Holdings IncLITE5,245$283,2820.04%
245Activision Blizzard Inc00507V1093,304$282,7840.04%
246Ameriprise FinancialAMP908$278,3020.04%
247Enterprise Prods Partners Mast29379210710,651$275,8610.04%
248Becton Dickinson & CoBDX1,108$274,2740.04%
249Iridium CommunicationsIRDM4,405$272,8020.04%
250Sector SPDR AMEX Consumer St81369Y3083,647$272,4670.04%
251OGE Energy CorpOGE7,235$272,4630.04%
252American International Group0268747845,405$272,1960.04%
253Evoqua Water Tech Corp30057t1055,425$269,7310.04%
254iShares Russell Midcap Growth4642874812,925$266,2940.04%
255Vanguard Total International B92203J4075,379$263,1410.04%
256Northrop GrummanNOC568$262,2570.04%
257iShares S&P 500 Value Index Fu4642874081,715$260,2680.04%
258Vanguard ESG US ETF9219107333,585$257,0800.03%
259Vanguard Value ETF9229087441,816$250,7520.03%
260First Trust Ise Cloud Computin33734X1923,745$250,5410.03%
261Ecolab IncECL1,510$249,9500.03%
262Paypal IncPYPL3,289$249,7670.03%
263Chubb LtdCB1,271$246,8030.03%
264Unilever Plc-ADRUNLYF4,711$244,6420.03%
265Bridgebio Pharma Inc.BBIO14,750$244,5550.03%
266Schlumberger LtdSLB4,918$241,4740.03%
267T-Mobile US IncTMUSZ1,667$241,4480.03%
268Monster Beverage CorpMNST4,450$240,3450.03%
269Carrier Global CorpCARR5,218$238,7240.03%
270Market Vectors Semiconductor T92189f676900$236,9370.03%
271Novo-Nordisk A/S-Spons AdrNONOF1,484$236,1640.03%
272iShares Nasdaq Biotechnology I4642875561,828$236,1090.03%
273Constellation Brands Inc - ASTZ1,031$232,8930.03%
274Parker Hannifin Corp ComPH690$231,9160.03%
275iShares MSCI USA ESG Select4642888022,615$229,5190.03%
276Kinder Morgan IncEP-PC13,098$229,3460.03%
277SJW CorpHTO3,000$228,3900.03%
278Icon PlcICLR1,059$226,1920.03%
279PulteGroup Inc7458671013,873$225,7180.03%
280Cognex CorpCGNX4,495$222,7270.03%
281Boston Scientific CorpBSX4,451$222,6840.03%
282Madison Square Garden EntertaiSPHR3,768$222,5760.03%
283Vertex Pharmaceuticals ComVRTX700$220,5490.03%
284Schwab U.S. Large Cap ETF8085242014,470$216,2270.03%
285Vanguard Energy ETF92204A3061,882$214,9810.03%
286Fiserv IncFISV1,891$213,7400.03%
287Fortinet Inc.FTNT3,207$213,1370.03%
288Micron Technology IncMU3,528$212,8800.03%
289WW Grainger INC384802104307$211,4650.03%
290Occidental Pete Corp6745991053,386$211,4140.03%
291SeaWorld EntertainmentPRKS3,440$210,9060.03%
292Aon PLCAON662$208,7220.03%
293Sherwin-WilliamsSHW924$207,6870.03%
294Edison Intl Com2810201072,942$207,6760.03%
295iShares ESG MSCI USA Small-Cap46435U6636,085$206,8290.03%
296Vanguard Health Care ETF92204A504866$206,5060.03%
297Gamco Global Gold Nat Resource36465A10956,103$205,3370.03%
298Arthur J Gallagher & Co3635761091,072$205,0840.03%
299Walgreens Boots Alliance Inc9314271085,913$204,4720.03%
300Edwards Lifesciences CorpEW2,463$203,7640.03%
301Bank of New York Mellon Corp0640581004,477$203,4350.03%
302Autodesk IncADSK970$201,9150.03%
303Immunitybio IncIBRX102,740$186,9870.03%
304Warner Bros Discovery IncWBD11,727$177,0780.02%
305Ford Motor Co New34537086012,479$157,2350.02%
306OneSpaWorld Holdings LtdOSW12,530$150,2350.02%
307Plug Power IncPLUG11,800$138,2960.02%
308Valley National Bancorp91979410712,902$119,2140.02%
309First Trust New Opp MLP & EnerFSTWF13,475$80,5780.01%
310NorthStar HealthCare Income66799d10725,000$73,2500.01%
311Caribou Biosciences IncCRBU12,903$68,5150.01%
312Cormedix IncCRMD10,000$41,4000.01%
313Lexicon Pharmaceuticals IncLXRX11,385$27,6660.00%
314Telos CorpTLS10,005$25,3130.00%
315Edgio Inc53261M10427,685$21,9020.00%
316Amyris Inc03236M20015,600$21,2160.00%
317Fuse Battery Metals Inc36112c10225,000$1,1080.00%
318Auxly Cannabis Group04957F10147,500$6650.00%
319CBD of Denver Inc12482B107295,100$1180.00%
320Drone Guarder Inc26211L10312,070$70.00%
321Global Security & Intellige37936910110,000$00.00%
322Hemp Inc42370320625,000$00.00%
323Intl Meta Sys45986B10837,000$00.00%