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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 2024 · Filed July 25, 2024 · Accession 0001631864-24-000003

Total Value
$968.9M
Positions
356
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (356)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL229,904$48.4M5.00%
2iShares MSCI USA Quality46432F339247,279$42.2M4.36%
3Microsoft CorpMSFT83,138$37.2M3.84%
4Vanguard High Div Yield ETF921946406277,256$32.9M3.39%
5SPDR S&P 500 ETF TrSPY50,136$27.3M2.82%
6Vanguard Small-Cap ETF922908751122,284$26.7M2.75%
7Vanguard US Total Stock Market92290876999,490$26.6M2.75%
8Schwab US DVD equity ETF808524797316,767$24.6M2.54%
9iShares Core S&P 500 Index Fun46428720043,346$23.7M2.45%
10Invesco QQQ Trust Series IIVZ46,108$22.1M2.28%
11Vanguard FTSE All World Ex US922042775367,705$21.6M2.23%
12Vanguard FTSE Developed Market921943858411,288$20.3M2.10%
13NVIDIA CorpNVDA151,525$18.7M1.93%
14JPMorgan Equity Premium ETF46641Q332329,996$18.7M1.93%
15iShares Core S&P S/C ETF464287804174,928$18.7M1.93%
16Berkshire Hathaway Inc-CL BBRK-A40,872$16.6M1.72%
17iShares Tr S&P Midcap 400464287507279,666$16.4M1.69%
18Amazon.Com IncAMZN71,376$13.8M1.42%
19Alphabet Inc - Class AGOOG75,719$13.8M1.42%
20Johnson & JohnsonJNJ84,813$12.4M1.28%
21Dimensional Us High Proftblty25434V831373,911$12.0M1.23%
22Invesco S&P 500 Equal Weight PIVZ72,658$11.9M1.23%
23iShares Tr Russell 200046428765555,613$11.3M1.16%
24Dimensional International Core25434V203379,132$11.2M1.16%
25Vanguard Bd Index Fd Tot Mkt921937835150,372$10.8M1.12%
26Broadcom LtdAVGO6,063$9.7M1.00%
27Procter & Gamble74271810956,096$9.3M0.95%
28Wal Mart Stores IncWMT132,287$9.0M0.92%
29Dimensional US S/C Value ETF25434V815308,539$8.9M0.92%
30JPMorgan Chase & CoVYLD40,911$8.3M0.85%
31Mastercard Inc Class AMA15,843$7.0M0.72%
32Merck & CoMRK55,148$6.8M0.70%
33SPDR Dow Jones Indl Avrg ETF78467X10915,890$6.2M0.64%
34SPDR S & P Mid-Cap 400 ETF TrMDY11,487$6.1M0.63%
35iShares 7-10 Year Bond Fund46428744062,286$5.8M0.60%
36Home Depot IncHD16,675$5.7M0.59%
37Vanguard FTSE Emerging Markets922042858126,093$5.5M0.57%
38iShares MSCI EAFE Small Cap In46428827388,677$5.5M0.56%
39Vanguard Large Cap ETF92290863721,813$5.4M0.56%
40First Trust NASDAQ Cybersecuri33734x84695,740$5.4M0.56%
41American ExpressAXP23,328$5.4M0.56%
42Dimensional Emerging Mkts Core25434V302208,605$5.4M0.56%
43Vanguard S&P 500 ETF92290836310,704$5.4M0.55%
44Meta Platforms Inc - AMETA10,229$5.2M0.53%
45Blackrock IncBLK6,289$5.0M0.51%
46First Trust NASDAQ Rising Divi33738r50690,032$4.9M0.51%
47Illinois Tool Works Inc45230810920,445$4.8M0.50%
48FT Vest Rising DVD Achievers T33738D879201,256$4.7M0.49%
49Pepsico IncPEP28,038$4.6M0.48%
50McDonald's CorpMCD17,881$4.6M0.47%
51RTX CorpRTX44,688$4.5M0.46%
52First Trust DJ Internet33733e30221,056$4.3M0.45%
53Morgan StanleyMS-PQ44,312$4.3M0.44%
54Costco Wholesale Corp22160K1055,007$4.3M0.44%
55Alphabet Inc - Class CGOOG22,885$4.2M0.43%
56Unitedhealth Group IncUNH7,867$4.0M0.41%
57Walt Disney Co25468710640,092$4.0M0.41%
58Coca-Cola CoKO62,312$4.0M0.41%
59Vanguard Total Intl Stock Inde92190976865,691$4.0M0.41%
60SPDR Doubleline Total Return T78467V84899,500$4.0M0.41%
61Lockheed Martin CorporationLMT8,368$3.9M0.40%
62Blackrock Short Maturity Bond46431W50771,020$3.6M0.37%
63Amgen IncAMGN11,363$3.6M0.37%
64iShares Barclays 3-7 Yr Treasu46428866130,554$3.5M0.36%
65Nestle Sa-Spons Adr64106940634,432$3.5M0.36%
66Eli Lilly & CoLLY3,776$3.4M0.35%
67Cisco SystemsCSCO71,863$3.4M0.35%
68Adobe IncADBE5,899$3.3M0.34%
69Vanguard Tax Exempt Bond ETF92290774662,965$3.2M0.33%
70iShares MSCI ACWI Index Fund46428825727,749$3.1M0.32%
71Chevron CorporationCVX19,616$3.1M0.32%
72Welltower IncWELL29,151$3.0M0.31%
73International Business MachineINTR17,480$3.0M0.31%
74Lam ResearchLRCX2,823$3.0M0.31%
75Schwab US Mid Cap ETF80852450838,242$3.0M0.31%
76Vanguard Mid-Cap ETF92290862911,932$2.9M0.30%
77Bank Of America Corp06050510471,847$2.9M0.29%
78Visa Inc Class A SharesV10,773$2.8M0.29%
79Exxon Mobil CorpXOM23,849$2.7M0.28%
80Pfizer IncPFE94,175$2.6M0.27%
81Vanguard Dividend Appreciation92190884414,072$2.6M0.27%
82Tesla IncTSLA12,835$2.5M0.26%
83Vanguard Interm-Term Govt Bd92206C70642,083$2.5M0.25%
84Verizon CommunicationsVZ58,077$2.4M0.25%
85Starbucks CorpSBUX30,321$2.4M0.24%
86Southern CoSOMN30,003$2.3M0.24%
87iShares Core MSCI Total Intl S46432f83432,405$2.2M0.23%
88Gilead Sciences IncGILD31,154$2.1M0.22%
89KLA CorpKLAC2,542$2.1M0.22%
90Valero Energy Corp NewVLO12,818$2.0M0.21%
91General Mills37033410430,652$1.9M0.20%
92Vanguard Total World Stock ETF92204274217,200$1.9M0.20%
93Abbvie IncABBV11,127$1.9M0.20%
94Nextera Energy IncNEE-PW26,637$1.9M0.19%
95Netflix IncNFLX2,679$1.8M0.19%
96Global X Robotics & Artificial37954y71554,545$1.7M0.17%
97CSX CorpCSX50,174$1.7M0.17%
98Applied Materials0382221057,077$1.7M0.17%
99PNC Fincl Services Group69347510510,688$1.7M0.17%
100Qualcomm IncQCOM8,251$1.6M0.17%
101Oracle CorpORCL-PD10,939$1.5M0.16%
102iShares Core MSCI Emerging Mar46434G10328,659$1.5M0.16%
103Caterpillar IncorporatedCAT4,557$1.5M0.16%
104Accenture PLC Cl AACN4,933$1.5M0.15%
105Lowe's Companies Inc5486611076,262$1.4M0.14%
106PaychexPAYX11,627$1.4M0.14%
107Sector SPDR AMEX Tech Select81369Y8036,084$1.4M0.14%
108United Parcel Service -Cl BUPS10,003$1.4M0.14%
109iShares S&P Smallcap 600 Value46428787913,992$1.4M0.14%
110Elevance Health IncELV2,478$1.3M0.14%
111Advanced Micro DevicesAMD8,237$1.3M0.14%
112Eaton Corp PLCETN4,243$1.3M0.14%
113Texas Instruments Inc8825081046,818$1.3M0.14%
114Cummins IncCMI4,700$1.3M0.13%
115Vanguard Extended Market ETF9229086527,500$1.3M0.13%
116Diageo Plc-Sponsored AdrDGEAF10,028$1.3M0.13%
117Honeywell International4385161065,919$1.3M0.13%
118iShares GSCI Commodity Indexed46428r10755,000$1.2M0.13%
119J P Morgan Nasdaq Eqt Prm Inc46654Q20321,696$1.2M0.12%
120Regeneron PharmaceuticalsREGN1,139$1.2M0.12%
121Goldman Sachs Group IncGSCE2,638$1.2M0.12%
122Boeing CoBA-PA6,481$1.2M0.12%
123iShares Tr S&P 100 Index Fd4642871014,390$1.2M0.12%
124Automatic Data ProcessingADP4,849$1.2M0.12%
125Colgate-PalmoliveCL11,860$1.2M0.12%
126Schwab US Small-Cap ETF80852460722,924$1.1M0.11%
127Emerson Elec CoEMR9,366$1.0M0.11%
128LyondellBasell Indus NVLYB10,775$1.0M0.11%
129Linde PLCLIN2,323$1.0M0.11%
130Citigroup IncC-PR16,057$1.0M0.11%
131iShares Core Dividend Growth E46434V62117,459$1.0M0.10%
132Wisdomtree MidCap Dividend FunWT21,226$992,7190.10%
133Marsh & Mclennan5717481024,638$977,3910.10%
134Fedex CorpFDX3,237$970,5820.10%
135Ishares Tr Russell Midcap46428749911,809$957,4740.10%
136Waste Management Inc94106L1094,358$929,7360.10%
137AT&T IncT-PC47,592$909,4850.09%
138iShares Barclays Aggregate Bon4642872269,245$897,4120.09%
139Vanguard S&P 500 Growth ETF9219325052,650$883,6430.09%
140General Dynamics CorpGD2,903$842,3000.09%
141Comcast Corp Cl ACCZ20,570$805,5210.08%
142Robo Global Robotics & Automat30150570714,432$795,2030.08%
143Parker Hannifin Corp ComPH1,558$788,0520.08%
144New Jersey Resource CorpNJR18,415$787,0450.08%
145iShares S&P Glbl Energy Sect46428734118,836$781,8820.08%
146FT Vest Fund of Buffer ETFs33740F75526,800$775,0560.08%
147WisdomTree Bloomberg Fl Rate TWT15,244$766,9260.08%
148Wells Fargo Company94974610112,696$754,0150.08%
149The Charles SchwabSCHW-PJ10,090$743,5320.08%
150Bristol-Myers Squibb CoCELG-RI17,856$741,5630.08%
151Deere & CoDE1,970$736,0510.08%
152iShares Russell 1000 Value Ind4642875984,109$716,8970.07%
153General Electric3696043014,473$711,0730.07%
154Intuitive Surgical IncISRG1,574$700,1940.07%
155ConocoPhillipsCOP6,065$693,7150.07%
156TJX Companies Inc8725401096,282$691,6480.07%
157iShares S&P National AMT Free4642884146,416$683,6250.07%
158Union Pac CorpUNP3,008$680,5900.07%
159Vanguard Intermediate-Term Cor92206c8708,501$679,4850.07%
160Market Vectors Semiconductor T92189f6762,606$679,3010.07%
161iShares Russell 1000 Growth In4642876141,856$676,5700.07%
162Target CorpTGT4,559$674,9140.07%
163Madison Square Garden Sports C55825T1033,558$669,3670.07%
164Travelers Companies IncTRV3,276$666,1420.07%
165PulteGroup Inc7458671016,015$662,2520.07%
166Vanguard REIT ETF9229085537,886$660,5160.07%
167ASML Holding NV - NY RegASMLF634$648,4110.07%
168Intuit IncINTU972$638,8080.07%
169Intel CorpINTC20,418$632,3430.07%
170Thermo Fisher Scientific IncTMO1,123$621,0190.06%
171iShares MSCI ACWI ex US ETF46428824011,665$619,7610.06%
172Phillips 66PSX4,363$615,9250.06%
173Abbott LaboratoriesABLZF5,847$607,6070.06%
174Booking Holdings IncBKNG147$582,3410.06%
175Micron Technology IncMU4,397$578,3370.06%
176Comm Svcs Select Sector SPDR F81369y8526,741$577,4340.06%
177Occidental Pete Corp6745991058,846$557,5630.06%
178WW Grainger INC384802104612$552,1710.06%
179Health Care Select Sector SP81369Y2093,776$550,3520.06%
180Danaher Corp2358511022,180$544,6730.06%
181Servicenow IncNOW691$543,5890.06%
182T Rowe Price Group IncTROW4,701$542,0720.06%
183Cigna Group1255231001,631$539,1600.06%
184Blackstone IncBX4,325$535,4350.06%
185Microchip Technology IncMCHPP5,846$534,9090.06%
186Dominion Energy IncD10,909$534,5440.06%
187Vanguard FTSE ALL WO X-US SC9220427184,549$534,4620.06%
188Schwab US Broad Martket ETF8085241028,492$533,9020.06%
189First Trust NASDAQ Tech Div In33738r1187,000$529,6200.05%
190Sysco CorpSYY7,390$527,5720.05%
191McKesson CorpMCK902$526,8590.05%
192Salesforce.com IncCRM2,043$525,2550.05%
193Mondelez International Inc6092071057,996$523,2580.05%
194Vanguard Information Technolog92204A702900$518,9310.05%
195SPDR Gold TrustGLD2,398$515,5940.05%
196Waters Corp9418481031,734$503,0680.05%
197Duke Energy CorpDUKB4,962$497,3410.05%
198Xylem IncXYL3,605$488,9460.05%
199Philip Morris Intl7181721094,730$479,2910.05%
200Marathon Petroleum CorpMARA2,703$468,9160.05%
201Stryker CorpSYK1,376$468,1840.05%
202PIMCO Total Return ETF72201R7755,136$467,7870.05%
203Zoetis IncZTS2,679$464,4310.05%
204Royal Caribbean Cruises LTDV7780T1032,851$454,5350.05%
205Sector SPDR AMEX Industrial81369Y7043,722$453,6470.05%
206Vanguard Small Cap Growth ETF9229085951,809$452,4850.05%
207S & P Global IncSPGI1,014$452,2440.05%
208Vanguard Intl Hi Div Yield Ind9219467946,506$445,8560.05%
209Novartis AG - ADRNVSEF4,163$443,1930.05%
210Invesco Variable Rate PreferreIVZ18,424$441,4390.05%
211Chubb LtdCB1,697$432,8710.04%
212Novo-Nordisk A/S-Spons AdrNONOF3,020$431,0750.04%
213Clorox CoCLX3,142$428,8250.04%
214American International Group0268747845,627$417,7480.04%
2153M CoMMM4,077$416,6360.04%
216Chipotle Mexican Grill Cl ACMG6,600$413,4900.04%
217Trane Technologies PLCTT1,257$413,4650.04%
218Aflac IncAFL4,625$413,0590.04%
219Fiserv IncFISV2,760$411,3500.04%
220Palo Alto Networks IncPANW1,208$409,5240.04%
221Qorvo IncQRVO3,503$406,4880.04%
222Public Service Enterprise Grp7445731065,420$399,4350.04%
223Altria Group IncMO8,713$396,8710.04%
224Vanguard Russell 1000 Value In92206C7145,171$395,9430.04%
225Humana Inc ComHUM1,055$394,2610.04%
226Progressive Corp7433151031,877$389,8720.04%
227Vanguard Bd Index Fd Short Trm9219378275,083$389,8580.04%
228Prologis IncPLDGP3,470$389,7160.04%
229JPMorgan Diversified Return US46641Q8458,859$386,2520.04%
230General Motors37045V1008,272$384,3170.04%
231Air Products & Chemicals IncAIIR1,489$384,2360.04%
232iShares iBoxx High Yield Corp4642885134,951$381,9200.04%
233Boston Scientific CorpBSX4,936$380,1210.04%
234Vanguard Growth ETF9229087361,010$377,7500.04%
235Vanguard ESG US ETF9219107333,901$376,9150.04%
236Raymond James Financial Inc7547301093,045$376,3920.04%
237Vanguard Short Term Corp Bond92206C4094,837$373,7530.04%
238iShares MSCI EAFE Index Fund4642874654,755$372,4590.04%
239Nike Inc - BNKE4,899$369,2380.04%
240Ecolab IncECL1,549$368,6620.04%
241Wisdomtree SmallCap Dividend FWT11,778$366,8850.04%
242Cencora IncCOR1,570$353,7210.04%
243PPL CorpPPLC12,746$352,4150.04%
244Vanguard Russell 1000 Growth E92206C6803,704$347,4720.04%
245Take-Two Interactive SoftwareTTWO2,229$346,5870.04%
246Analog DevicesADI1,515$345,8140.04%
247Sherwin-WilliamsSHW1,141$340,5380.04%
248Carrier Global CorpCARR5,333$336,4060.03%
249Otis Worldwide CorpOTIS3,491$336,0440.03%
250Digital Realty Trust Inc2538681032,210$336,0310.03%
251Moody's Cop.MCO797$335,4810.03%
252Truist Financial CorpTFC-PR8,584$333,4880.03%
253Icon PlcICLR1,059$331,9650.03%
254Vertex Pharmaceuticals ComVRTX708$331,8540.03%
255Vanguard FTSE Europe ETF9220428744,928$329,0480.03%
256Energy Select Sector SPDR Fund81369Y5063,573$325,6590.03%
257T-Mobile US IncTMUSZ1,821$320,8240.03%
258Constellation Brands Inc - ASTZ1,241$319,2840.03%
259iShares Edge MSCI USA Momentum46432f3961,628$317,2480.03%
260iShares COMEX Gold TrustIAU7,118$312,6940.03%
261Ameriprise FinancialAMP728$310,9940.03%
262Capital One Financial Corp14040H1052,243$310,5430.03%
263iShares MSCI USA ESG Select4642888022,747$308,6800.03%
264Intercontinental Exchange Inc45866F1042,235$305,9490.03%
265Vanguard Small Cap Value - ETF9229086111,671$304,9910.03%
266iShares S&P 500 Value Index Fu4642874081,665$303,0470.03%
267Synopsys IncSNPS505$300,5050.03%
268American Tower Corp03027X1001,530$297,4010.03%
269First Trust Ise Cloud Computin33734X1923,075$293,7570.03%
270iShares S&P Smallcap 600 Growt4642878872,268$291,2880.03%
271Norfolk Southern6558441081,351$290,0460.03%
272TransDigm Group IncTDG222$283,6290.03%
273Wisdomtree Us Dividend GrowWT3,612$281,9170.03%
274Cadence Design SystemCDNS914$281,2840.03%
275Arista Networks IncANET801$280,7340.03%
276O'Reilly Automotive Inc67103H107264$278,8000.03%
277Consolidated EdisonED3,082$275,5920.03%
278Simon Property Group Inc8288061091,802$273,5440.03%
279Graham Holdings Co-Class BGHM391$273,5240.03%
280IShares High Dividend Eq Fd46429b6632,515$273,3810.03%
281iShares Preferred & Inc Securi4642886878,650$272,9080.03%
282iShares 1-5 Year Inv Gr Corpor4642886465,303$271,7260.03%
283Vanguard ESG International Sto9219107254,719$270,2570.03%
284Lvmh Moet Hennessy-Unsp Adr5024413061,750$268,3630.03%
285Coherent CorpCOHR3,690$267,3770.03%
286iShares Nasdaq Biotechnology I4642875561,931$265,0490.03%
287Amphenol Corp CL A0320951013,934$265,0340.03%
288Expedia IncEXPE2,093$263,6970.03%
289Oneok IncOKE3,223$262,8360.03%
290Airbnb IncABNB1,732$262,6230.03%
291Bank of New York Mellon Corp0640581004,324$258,9640.03%
292Motorola Solutions IncMSI664$256,3370.03%
293SPDR S&P Homebuilders ETF Shar78464A8882,535$256,2850.03%
294IShares Edge MSCI Intl Quality46434v4566,535$255,1920.03%
295OGE Energy CorpOGE7,132$254,6060.03%
296Kimberly-ClarkKMB1,841$254,4260.03%
297Vanguard Value ETF9229087441,582$253,7690.03%
298Arthur J Gallagher & Co363576109974$252,5680.03%
299Northrop GrummanNOC577$251,5430.03%
300Nxp Semiconductors NvNXPI932$250,7920.03%
301Cognex CorpCGNX5,350$250,1660.03%
302Boyd Gaming CorporationBYD4,505$248,2260.03%
303iShares ESG MSCI USA Small-Cap46435U6636,322$243,3970.03%
304Constellation Energy CorpCEG1,206$241,5260.02%
305Fair Isaac CorpFICO162$241,1630.02%
306Golar Lng LtdGLNG7,655$239,9840.02%
307Marriott International571903202990$239,3520.02%
308Sector SPDR AMEX Consumer St81369Y3083,123$239,1590.02%
309Essex Property Trust Inc297178105877$238,7190.02%
310HCA Holdings IncHCA717$230,3580.02%
311Schwab U.S. Large Cap ETF8085242013,563$228,9230.02%
312Paccar IncPCAR2,208$227,2920.02%
313Flexshares Global Upstream NatFLEX5,662$227,2730.02%
314iShares Russell Midcap Growth4642874812,059$227,1880.02%
315United Parks & Resorts IncPRKS4,180$227,0160.02%
316Schlumberger LtdSLB4,768$224,9540.02%
317Rockwell Automation IncROK813$223,8180.02%
318Mid-America Apartment Comm59522J1031,560$222,4720.02%
319Becton Dickinson & CoBDX949$221,7910.02%
320L3Harris Tech IncLHX985$221,2110.02%
321iShares Tr DJ US Healthcare Fd4642877623,600$220,5720.02%
322JP Morgan Ultra-Short Income E46641Q8374,310$217,5260.02%
323Metlife IncMET-PF3,068$215,3430.02%
324Monster Beverage CorpMNST4,305$215,0350.02%
325Geron CorpGERN50,505$214,1410.02%
326Aerovironment IncAVAV1,175$214,0380.02%
327Freeport-McmoranFCX4,363$212,0420.02%
328Cintas Corp ComCTAS302$211,4790.02%
329Spdr S&P Dividend Etf78464A7631,661$211,2550.02%
330Prudential Financial IncPUKPF1,799$210,8250.02%
331Williams Cos Inc9694571004,930$209,5250.02%
332OneSpaWorld Holdings LtdOSW13,510$207,6490.02%
333Dover CorpDOV1,146$206,7960.02%
334Leidos Holdings IncLDOS1,404$204,8160.02%
335EOG Resources IncEOG1,627$204,7900.02%
336iShares Russell Midcap Value4642874731,695$204,6540.02%
337Roper Industries IncROP362$204,0450.02%
338Aptiv PLCAPTV2,894$203,7950.02%
339Itron Inc ComITRI2,050$202,8680.02%
340Invesco Preferred Port ETFIVZ14,557$168,1330.02%
341Ford Motor Co (New)34537086012,719$159,5000.02%
342nLight IncLASR13,160$143,8390.01%
343NorthStar HealthCare Income66799d10725,000$73,2500.01%
344Telos CorpTLS17,345$69,7270.01%
345Plug Power IncPLUG24,090$56,1300.01%
346Acumen Pharmaceuticals IncABOS18,020$43,6080.00%
347Cormedix IncCRMD10,000$43,3000.00%
348Caribou Biosciences IncCRBU12,903$21,1610.00%
349Lexicon Pharmaceuticals IncLXRX12,445$20,9080.00%
350Auxly Cannabis Group05335P10947,500$9980.00%
351CBD of Denver Inc12482B107295,100$1480.00%
352Drone Guarder Inc26211L10312,070$40.00%
353Global Security & Intellige37936910110,000$00.00%
354Iddriven Inc45152R10110,000$00.00%
355Intl Meta Sys45986B10837,000$00.00%
356Hemp Inc42370320625,000$00.00%