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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 Q1 2024 · Filed May 1, 2024 · Accession 0001631864-24-000002

Total Value
$931.9M
Positions
354
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (354)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL234,022$40.1M4.31%
2iShares MSCI USA Quality46432F339239,778$39.4M4.23%
3Microsoft CorpMSFT89,606$37.7M4.05%
4Vanguard High Div Yield ETF921946406272,359$33.0M3.54%
5Vanguard Small-Cap ETF922908751117,160$26.8M2.87%
6SPDR S&P 500 ETF TrSPY49,140$25.7M2.76%
7Schwab US DVD equity ETF808524797308,336$24.9M2.67%
8Vanguard US Total Stock Market92290876994,708$24.6M2.64%
9iShares Core S&P 500 Index Fun46428720040,818$21.5M2.30%
10Vanguard FTSE Developed Market921943858416,176$20.9M2.24%
11Vanguard FTSE All World Ex US922042775343,334$20.1M2.16%
12Invesco QQQ Trust Series IIVZ43,822$19.5M2.09%
13JPMorgan Equity Premium ETF46641Q332325,494$18.8M2.02%
14iShares Core S&P S/C ETF464287804167,413$18.5M1.99%
15Berkshire Hathaway Inc-CL BBRK-A41,282$17.4M1.86%
16iShares Tr S&P Midcap 400464287507277,729$16.9M1.81%
17Johnson & JohnsonJNJ91,270$14.4M1.55%
18NVIDIA CorpNVDA15,711$14.2M1.52%
19Dimensional Us High Proftblty25434V831384,196$12.1M1.30%
20Amazon.Com IncAMZN66,814$12.1M1.29%
21Invesco S&P 500 Equal Weight PIVZ68,541$11.6M1.25%
22Dimensional International Core25434V203383,001$11.6M1.24%
23iShares Tr Russell 200046428765553,949$11.3M1.22%
24Alphabet Inc - Class AGOOG75,109$11.3M1.22%
25Vanguard Bd Index Fd Tot Mkt921937835137,738$10.0M1.07%
26Procter & Gamble74271810955,712$9.0M0.97%
27Broadcom LtdAVGO6,717$8.9M0.96%
28Dimensional US S/C Value ETF25434V815294,818$8.9M0.95%
29JPMorgan Chase & CoVYLD41,063$8.2M0.88%
30Wal Mart Stores IncWMT133,269$8.0M0.86%
31Mastercard Inc Class AMA15,615$7.5M0.81%
32Merck & CoMRK54,060$7.1M0.77%
33SPDR S & P Mid-Cap 400 ETF TrMDY11,482$6.4M0.69%
34SPDR Dow Jones Indl Avrg ETF78467X10915,950$6.3M0.68%
35Home Depot IncHD16,400$6.3M0.68%
36iShares 7-10 Year Bond Fund46428744061,093$5.8M0.62%
37iShares MSCI EAFE Small Cap In46428827387,044$5.5M0.59%
38Illinois Tool Works Inc45230810920,440$5.5M0.59%
39American ExpressAXP23,313$5.3M0.57%
40Vanguard FTSE Emerging Markets922042858126,962$5.3M0.57%
41Dimensional Emerging Mkts Core25434V302213,980$5.3M0.57%
42McDonald's CorpMCD18,606$5.2M0.56%
43Walt Disney Co25468710642,829$5.2M0.56%
44First Trust NASDAQ Cybersecuri33734x84692,579$5.2M0.56%
45Blackrock IncBLK6,199$5.2M0.55%
46Vanguard Large Cap ETF92290863721,463$5.1M0.55%
47Pepsico IncPEP28,964$5.1M0.54%
48First Trust NASDAQ Rising Divi33738r50686,286$4.8M0.52%
49Meta Platforms Inc - AMETA9,803$4.8M0.51%
50FT Vest Rising DVD Achievers T33738D879186,348$4.6M0.49%
51Vanguard S&P 500 ETF9229083639,026$4.3M0.47%
52RTX CorpRTX42,312$4.1M0.44%
53Vanguard Total Intl Stock Inde92190976866,911$4.0M0.43%
54Morgan StanleyMS-PQ42,678$4.0M0.43%
55Cisco SystemsCSCO79,483$4.0M0.43%
56SPDR Doubleline Total Return T78467V84895,320$3.8M0.41%
57Unitedhealth Group IncUNH7,702$3.8M0.41%
58Starbucks CorpSBUX41,301$3.8M0.41%
59Amgen IncAMGN13,261$3.8M0.40%
60First Trust DJ Internet33733e30218,262$3.7M0.40%
61Coca-Cola CoKO60,123$3.7M0.39%
62Nestle Sa-Spons Adr64106940634,560$3.7M0.39%
63Costco Wholesale Corp22160K1054,849$3.6M0.38%
64Alphabet Inc - Class CGOOG22,520$3.4M0.37%
65Lockheed Martin CorporationLMT7,510$3.4M0.37%
66iShares Barclays 3-7 Yr Treasu46428866128,469$3.3M0.35%
67Blackrock Short Maturity Bond46431W50764,602$3.3M0.35%
68Chevron CorporationCVX19,714$3.1M0.33%
69Schwab US Mid Cap ETF80852450837,993$3.1M0.33%
70iShares MSCI ACWI Index Fund46428825727,600$3.0M0.33%
71Adobe IncADBE5,971$3.0M0.32%
72Vanguard Mid-Cap ETF92290862911,902$3.0M0.32%
73Vanguard Tax Exempt Bond ETF92290774658,333$3.0M0.32%
74Eli Lilly & CoLLY3,792$3.0M0.32%
75Visa Inc Class A SharesV10,082$2.8M0.30%
76Welltower IncWELL29,392$2.7M0.29%
77Pfizer IncPFE98,276$2.7M0.29%
78Exxon Mobil CorpXOM23,238$2.7M0.29%
79Bank Of America Corp06050510471,043$2.7M0.29%
80Verizon CommunicationsVZ58,884$2.5M0.27%
81International Business MachineINTR12,451$2.4M0.26%
82Tesla IncTSLA13,283$2.3M0.25%
83Accenture PLC Cl AACN6,399$2.2M0.24%
84Vanguard Interm-Term Govt Bd92206C70637,630$2.2M0.24%
85iShares Core MSCI Total Intl S46432f83432,405$2.2M0.24%
86Southern CoSOMN29,575$2.1M0.23%
87Valero Energy Corp NewVLO12,285$2.1M0.23%
88General Mills37033410429,601$2.1M0.22%
89Abbvie IncABBV11,252$2.0M0.22%
90Vanguard Dividend Appreciation92190884411,006$2.0M0.22%
91United Parcel Service -Cl BUPS13,413$2.0M0.21%
92CSX CorpCSX52,126$1.9M0.21%
93Vanguard Total World Stock ETF92204274217,200$1.9M0.20%
94PNC Fincl Services Group69347510510,807$1.7M0.19%
95Diageo Plc-Sponsored AdrDGEAF10,750$1.6M0.17%
96KLA CorpKLAC2,269$1.6M0.17%
97Lowe's Companies Inc5486611076,201$1.6M0.17%
98iShares Core MSCI Emerging Mar46434G10329,790$1.5M0.16%
99Global X Robotics & Artificial37954y71547,014$1.5M0.16%
100iShares GSCI Commodity Indexed46428r10767,500$1.5M0.16%
101PaychexPAYX12,097$1.5M0.16%
102iShares S&P Smallcap 600 Value46428787913,965$1.4M0.15%
103Netflix IncNFLX2,332$1.4M0.15%
104Cummins IncCMI4,798$1.4M0.15%
105Oracle CorpORCL-PD10,886$1.4M0.15%
106Nextera Energy IncNEE-PW21,313$1.4M0.15%
107Qualcomm IncQCOM7,871$1.3M0.14%
108Eaton Corp PLCETN4,258$1.3M0.14%
109Applied Materials0382221056,423$1.3M0.14%
110Advanced Micro DevicesAMD7,333$1.3M0.14%
111Caterpillar IncorporatedCAT3,603$1.3M0.14%
112Vanguard Extended Market ETF9229086527,507$1.3M0.14%
113Sector SPDR AMEX Tech Select81369Y8036,168$1.3M0.14%
114Gilead Sciences IncGILD17,389$1.3M0.14%
115Automatic Data ProcessingADP4,829$1.2M0.13%
116J P Morgan Nasdaq Eqt Prm Inc46654Q20321,696$1.2M0.13%
117Schwab US Small-Cap ETF80852460723,520$1.2M0.12%
118Boeing CoBA-PA5,958$1.1M0.12%
119iShares Tr S&P 100 Index Fd4642871014,315$1.1M0.11%
120Wisdomtree MidCap Dividend FunWT21,795$1.1M0.11%
121Emerson Elec CoEMR9,366$1.1M0.11%
122Lam ResearchLRCX1,090$1.1M0.11%
123Linde PLCLIN2,279$1.1M0.11%
124Goldman Sachs Group IncGSCE2,526$1.1M0.11%
125Colgate-PalmoliveCL11,708$1.1M0.11%
126LyondellBasell Indus NVLYB9,981$1.0M0.11%
127Bristol-Myers Squibb CoCELG-RI18,808$1.0M0.11%
128Citigroup IncC-PR16,001$1.0M0.11%
129Marsh & Mclennan5717481024,860$1.0M0.11%
130Comcast Corp Cl ACCZ22,915$993,3650.11%
131Ishares Tr Russell Midcap46428749911,809$993,0190.11%
132Intel CorpINTC22,371$988,1320.11%
133Waste Management Inc94106L1094,340$925,0360.10%
134Honeywell International4385161064,470$917,5640.10%
135Abbott LaboratoriesABLZF7,989$908,0790.10%
136Salesforce.com IncCRM3,003$904,4440.10%
137iShares Barclays Aggregate Bon4642872268,896$871,2740.09%
138Robo Global Robotics & Automat30150570714,629$857,8450.09%
139Elevance Health IncELV1,642$851,4430.09%
140AT&T IncT-PC46,924$825,8590.09%
141Fedex CorpFDX2,832$820,5440.09%
142iShares Core Dividend Growth E46434V62113,994$812,4630.09%
143Vanguard S&P 500 Growth ETF9219325052,655$809,0050.09%
144Deere & CoDE1,969$808,7470.09%
145Target CorpTGT4,518$800,6350.09%
146New Jersey Resource CorpNJR18,415$790,1750.08%
147FT Vest Fund of Buffer ETFs33740F75527,250$761,9100.08%
148iShares S&P Glbl Energy Sect46428734117,736$761,7610.08%
149Travelers Companies IncTRV3,249$747,7250.08%
150ConocoPhillipsCOP5,872$747,3880.08%
151Union Pac CorpUNP3,023$743,4460.08%
152Regeneron PharmaceuticalsREGN763$734,3800.08%
153The Charles SchwabSCHW-PJ10,077$728,9700.08%
154Wells Fargo Company94974610112,548$727,2820.08%
155General Electric3696043014,141$726,8700.08%
156Phillips 66PSX4,286$700,0750.08%
157iShares S&P National AMT Free4642884146,314$679,3860.07%
158Mondelez International Inc6092071059,380$656,6000.07%
159Madison Square Garden Sports C55825T1033,558$656,5220.07%
160iShares Russell 1000 Value Ind4642875983,576$640,4970.07%
161Vanguard REIT ETF9229085537,403$640,1960.07%
162Intuitive Surgical IncISRG1,571$626,9700.07%
163Nike Inc - BNKE6,646$624,5910.07%
164iShares MSCI ACWI ex US ETF46428824011,665$622,7940.07%
165TJX Companies Inc8725401096,076$616,2280.07%
166Intuit IncINTU947$615,5500.07%
167ASML Holding NV - NY RegASMLF634$615,2780.07%
168General Dynamics CorpGD2,164$611,3310.07%
169Vanguard Intl Hi Div Yield Ind9219467948,881$611,0130.07%
170Vanguard Intermediate-Term Cor92206c8707,562$608,8170.07%
171Sysco CorpSYY7,365$597,8910.06%
172Waters Corp9418481031,734$596,8950.06%
173Thermo Fisher Scientific IncTMO1,014$589,3470.06%
174T Rowe Price Group IncTROW4,662$568,3910.06%
175Texas Instruments Inc8825081043,253$566,7230.06%
176Health Care Select Sector SP81369Y2093,776$557,8280.06%
177Market Vectors Semiconductor T92189f6762,446$550,2540.06%
178iShares Russell 1000 Growth In4642876141,631$549,7650.06%
179Danaher Corp2358511022,190$546,8870.06%
180Vanguard Russell 1000 Value In92206C7146,727$529,0110.06%
181Dominion Energy IncD10,714$527,0250.06%
182CVS Health CorpCVS6,603$526,6550.06%
183S & P Global IncSPGI1,233$524,5800.06%
184General Motors37045V10011,490$521,0720.06%
185Sector SPDR AMEX Industrial81369Y7044,122$519,2310.06%
186Occidental Pete Corp6745991057,983$518,8150.06%
187Vanguard FTSE ALL WO X-US SC9220427184,439$518,6530.06%
188Booking Holdings IncBKNG142$515,1590.06%
189Schwab US Broad Martket ETF8085241028,432$514,7500.06%
190Clorox CoCLX3,354$513,5990.06%
191Servicenow IncNOW670$510,8080.05%
192SPDR Gold TrustGLD2,398$493,3170.05%
193First Trust NASDAQ Tech Div In33738r1187,000$487,6900.05%
194Comm Svcs Select Sector SPDR F81369y8525,915$483,0190.05%
195PIMCO Total Return ETF72201R7755,246$481,8980.05%
196Vanguard Information Technolog92204A702903$473,4790.05%
197Cigna Group1255231001,301$472,5100.05%
198Blackstone IncBX3,580$470,3050.05%
199Stryker CorpSYK1,308$468,0940.05%
200McKesson CorpMCK871$467,6310.05%
201Xylem IncXYL3,585$463,3250.05%
202Zoetis IncZTS2,737$463,1280.05%
203Vanguard Short Term Corp Bond92206C4095,884$454,9170.05%
204Chubb LtdCB1,734$449,3310.05%
205Invesco Variable Rate PreferreIVZ18,774$446,2580.05%
206Wisdomtree SmallCap Dividend FWT13,487$440,7550.05%
2073M CoMMM4,121$437,1220.05%
208American International Group0268747845,555$434,2340.05%
209Marathon Petroleum CorpMARA2,138$430,8070.05%
210Prologis IncPLDGP3,266$425,2990.05%
211Fiserv IncFISV2,659$424,9610.05%
212Vanguard ESG International Sto9219107257,208$414,2440.04%
213PulteGroup Inc7458671013,428$413,4850.04%
214Sherwin-WilliamsSHW1,186$411,9550.04%
215Parker Hannifin Corp ComPH739$410,7290.04%
216JPMorgan Diversified Return US46641Q8459,040$408,6080.04%
217Cencora IncCOR1,678$407,7370.04%
218Novartis AG - ADRNVSEF4,163$402,6870.04%
219Qorvo IncQRVO3,477$399,2640.04%
220Royal Caribbean Cruises LTDV7780T1032,820$392,0080.04%
221Duke Energy CorpDUKB4,049$391,5790.04%
222Aflac IncAFL4,548$390,4910.04%
223Novo-Nordisk A/S-Spons AdrNONOF3,020$387,7680.04%
224Raymond James Financial Inc7547301092,981$382,8200.04%
225iShares MSCI EAFE Index Fund4642874654,655$371,7480.04%
226Progressive Corp7433151031,797$371,6560.04%
227Chipotle Mexican Grill Cl ACMG126$366,2530.04%
228Vanguard Small Cap Growth ETF9229085951,404$366,0510.04%
229Micron Technology IncMU3,073$362,2760.04%
230Public Service Enterprise Grp7445731065,395$360,2950.04%
231Icon PlcICLR1,059$355,7710.04%
232Ecolab IncECL1,513$349,3520.04%
233PPL CorpPPLC12,677$348,9860.04%
234Vanguard ESG US ETF9219107333,724$347,0400.04%
235Aptiv PLCAPTV4,335$345,2830.04%
236Energy Select Sector SPDR Fund81369Y5063,634$343,1060.04%
237Norfolk Southern6558441081,338$341,0160.04%
238Otis Worldwide CorpOTIS3,423$339,8010.04%
239Capital One Financial Corp14040H1052,264$337,0870.04%
240Digital Realty Trust Inc2538681032,335$336,3330.04%
241Take-Two Interactive SoftwareTTWO2,237$332,1720.04%
242Vanguard FTSE Europe ETF9220428744,928$331,8570.04%
243Truist Financial CorpTFC-PR8,494$331,0960.04%
244Constellation Brands Inc - ASTZ1,210$328,8300.04%
245Ameriprise FinancialAMP744$326,1990.04%
246Altria Group IncMO7,476$326,1010.03%
247WisdomTree Bloomberg Fl Rate TWT6,419$322,8120.03%
248Philip Morris Intl7181721093,462$317,1880.03%
249Lvmh Moet Hennessy-Unsp Adr5024413061,750$316,8030.03%
250iShares S&P 500 Value Index Fu4642874081,665$311,0390.03%
251Schlumberger LtdSLB5,649$309,6220.03%
252Boston Scientific CorpBSX4,507$308,6840.03%
253Analog DevicesADI1,559$308,3550.03%
254WW Grainger INC384802104303$308,2420.03%
255Graham Holdings Co-Class BGHM401$307,8400.03%
256Enterprise Prods Partners Mast29379210710,531$307,2950.03%
257iShares Edge MSCI USA Momentum46432f3961,640$307,2540.03%
258Intercontinental Exchange Inc45866F1042,222$305,3690.03%
259Boyd Gaming CorporationBYD4,505$303,2770.03%
260iShares S&P Smallcap 600 Growt4642878872,293$299,7720.03%
261Vanguard Russell 1000 Growth E92206C6803,454$299,3580.03%
262iShares COMEX Gold TrustIAU7,118$299,0270.03%
263Palo Alto Networks IncPANW1,050$298,3370.03%
264Carrier Global CorpCARR5,108$296,9280.03%
265O'Reilly Automotive Inc67103H107263$296,8950.03%
266American Tower Corp03027X1001,501$296,5830.03%
267First Trust Ise Cloud Computin33734X1923,100$296,3600.03%
268Vanguard Small Cap Value - ETF9229086111,495$286,8610.03%
269iShares iBoxx High Yield Corp4642885133,680$286,0460.03%
270T-Mobile US IncTMUSZ1,746$284,9820.03%
271SPDR S&P Homebuilders ETF Shar78464A8882,535$282,9330.03%
272Cadence Design SystemCDNS907$282,3310.03%
273Vertex Pharmaceuticals ComVRTX675$282,1570.03%
274iShares MSCI USA ESG Select4642888022,580$281,6590.03%
275iShares Preferred & Inc Securi4642886878,650$278,7900.03%
276Airbnb IncABNB1,688$278,4520.03%
277Synopsys IncSNPS487$278,3210.03%
278iShares Ultra Short-Term Bond46434v8785,498$277,9790.03%
279IShares High Dividend Eq Fd46429b6632,515$277,1780.03%
280Paccar IncPCAR2,204$273,0540.03%
281iShares 1-5 Year Inv Gr Corpor4642886465,310$272,2970.03%
282Consolidated EdisonED2,983$270,8860.03%
283Northrop GrummanNOC560$268,0500.03%
284Coherent CorpCOHR4,400$266,7280.03%
285iShares Nasdaq Biotechnology I4642875561,931$264,9720.03%
286TransDigm Group IncTDG214$263,5620.03%
287JP Morgan Ultra-Short Income E46641Q8375,218$263,2480.03%
288Arthur J Gallagher & Co3635761091,042$260,5420.03%
289Monster Beverage CorpMNST4,357$258,2830.03%
290Becton Dickinson & CoBDX1,038$256,8530.03%
291IShares Edge MSCI Intl Quality46434v4566,470$256,6000.03%
292Autodesk IncADSK984$256,2530.03%
293Oneok IncOKE3,177$254,7000.03%
294Moody's Cop.MCO643$252,7180.03%
295iShares ESG MSCI USA Small-Cap46435U6636,222$250,5600.03%
296Marriott International571903202993$250,5440.03%
297Uber Technologies IncUBER3,247$249,9870.03%
298Nxp Semiconductors NvNXPI1,008$249,7520.03%
299Rockwell Automation IncROK840$244,7280.03%
300OGE Energy CorpOGE7,132$244,6210.03%
301Bank of New York Mellon Corp0640581004,224$243,3870.03%
302Microchip Technology IncMCHPP2,704$242,5760.03%
303Sector SPDR AMEX Consumer St81369Y3083,123$238,4720.03%
304Trane Technologies PLCTT790$237,1580.03%
305United Parks & Resorts IncPRKS4,180$234,9580.03%
306Kimberly-ClarkKMB1,809$233,9940.03%
307Vanguard Value ETF9229087441,429$232,7270.02%
308Flexshares Global Upstream NatFLEX5,662$232,5380.02%
309Freeport-McmoranFCX4,906$230,6800.02%
310HCA Holdings IncHCA683$227,8010.02%
311US Bancorp NewUSB-PS5,087$227,3890.02%
312Cognex CorpCGNX5,350$226,9470.02%
313Metlife IncMET-PF3,036$224,9980.02%
314Motorola Solutions IncMSI633$224,7020.02%
315Vanguard Energy ETF92204A3061,694$223,0640.02%
316iShares Tr DJ US Healthcare Fd4642877623,600$222,8400.02%
317Fair Isaac CorpFICO175$218,6820.02%
318Spdr S&P Dividend Etf78464A7631,661$217,9300.02%
319Constellation Energy CorpCEG1,162$214,7960.02%
320Lululemon Athletica IncLULU549$214,4670.02%
321Canadian Pacific Kansas City LCP2,429$214,1650.02%
322Arista Networks IncANET738$214,0050.02%
323Amphenol Corp CL A0320951011,854$213,8590.02%
324Vanguard UltraShort Bond ETF92203C3034,250$210,5880.02%
325Trimble IncTRMB3,272$210,5860.02%
326Itron Inc ComITRI2,250$208,1700.02%
327Dover CorpDOV1,147$203,2370.02%
328Medtronic PLCMDT2,328$202,8960.02%
329Las Vegas Sands CorpLVS3,921$202,7160.02%
330Bank Of America Corp 6pcnt PFD Se0605052298,000$200,9600.02%
331Roper Industries IncROP358$200,7810.02%
332Aerovironment IncAVAV1,305$200,0300.02%
333OneSpaWorld Holdings LtdOSW13,510$178,7370.02%
334Geron CorpGERN50,505$166,6670.02%
335Invesco Preferred Port ETFIVZ13,998$166,2960.02%
336Ford Motor Co New34537086011,621$154,3290.02%
337nLight IncLASR10,630$138,1900.01%
338First Trust New Opp MLP & EnerFSTWF14,121$108,1690.01%
339Warner Bros Discovery IncWBD10,190$88,9590.01%
340Plug Power IncPLUG24,186$83,2000.01%
341NorthStar HealthCare Income66799d10725,000$73,2500.01%
342Acumen Pharmaceuticals IncABOS18,020$72,9810.01%
343Telos CorpTLS17,345$72,1550.01%
344Caribou Biosciences IncCRBU12,903$66,3210.01%
345Cormedix IncCRMD10,000$42,4000.00%
346Lexicon Pharmaceuticals IncLXRX12,445$29,8680.00%
347Auxly Cannabis Group05335P10947,500$1,7100.00%
348Fuse Battery Metals Inc36112c10225,000$4250.00%
349CBD of Denver Inc12482B107295,100$2070.00%
350Drone Guarder Inc26211L10312,070$40.00%
351Hemp Inc42370320625,000$30.00%
352Global Security & Intellige37936910110,000$00.00%
353Iddriven Inc45152R10110,000$00.00%
354Intl Meta Sys45986B10837,000$00.00%