DC
Daniel Cesta Portfolio
Invests via Pinnacle Wealth Management Group Inc. | Managed by Daniel A. Cesta, Eddison C. Millington II, Kendra A. McKinney
Invests via Pinnacle Wealth Management Group Inc.
Managed by Daniel A. Cesta, Eddison C. Millington II, Kendra A. McKinney
Automatically Tracked
Daniel Cesta Profile
With a diverse career path spanning various sectors, Daniel Cesta has established himself as a prominent operating executive in technology-driven enterprises. His leadership has significantly influenced the growth trajectories of multiple organizations by leveraging innovative strategies and fostering agile operational frameworks. Known for his ability to navigate complex business environments, he possesses deep expertise in scaling operations while enhancing customer experiences. Drawing on an academic foundation in engineering, he consistently drives transformation initiatives that resonate within competitive markets, demonstrating remarkable adaptability and vision.
With a diverse career path spanning various sectors, Daniel Cesta has established himself as a prominent operating executive in technology-driven enterprises. His leadership has significantly influenced the growth trajectories of multiple organizations by leveraging innovative strategies and fostering agile operational frameworks. Known for his ability to navigate complex business environments, he possesses deep expertise in scaling operations while enhancing customer experiences. Drawing on an academic foundation in engineering, he consistently drives transformation initiatives that resonate within competitive markets, demonstrating remarkable adaptability and vision.
Investment Philosophy & Strategy
Opportunity recognition is at the core of Daniel Cesta's investment approach, shaped by his extensive operational experience in technology sectors. He emphasizes strategic investments that align with transformative potential and scalability, drawing on insights gained from leadership roles across various organizations. This proactive mindset allows him to identify high-growth opportunities amidst evolving market dynamics. By prioritizing innovation and customer-centric solutions, he seeks to drive value creation while effectively managing risk in a rapidly changing landscape.
Opportunity recognition is at the core of Daniel Cesta's investment approach, shaped by his extensive operational experience in technology sectors. He emphasizes strategic investments that align with transformative potential and scalability, drawing on insights gained from leadership roles across various organizations. This proactive mindset allows him to identify high-growth opportunities amidst evolving market dynamics. By prioritizing innovation and customer-centric solutions, he seeks to drive value creation while effectively managing risk in a rapidly changing landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.76%
Gain +0.61%
Monthly
0.36%
Yearly
4.46%
Drawdown
13.72%
$213.09M
Equity
Holdings
$213.09M
Investment
$171.92M
$47.86M
Profit +$1.5M
Realized
$6.69M
Unrealized
$41.17M
Dividends
$13.63M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$1.5M
Win %
83%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$2.19M
Win %
83%
This Month
Compared to last month
Gain
-1.09%
Profit
-$2.35M
Win %
83%
This Year
Compared to last year
Gain
-0.33%
Profit
$95,919.49
Win %
80%
SKE Skeena Resources Ltd.
+7.87%
+$119,722.05 
NOK Nokia Corporation Sponsored ADR
+5%
+$12,690 
CDE Coeur Mining, Inc.
+4.94%
+$111,144.15 
AMD Advanced Micro Devices, Inc.
+4.75%
+$23,204.99 
ODV Osisko Development Corp.
+3.8%
+$22,617.88 
SILJ Amplify Junior Silver Miners ETF
+3.34%
+$6,143.28 
AEM Agnico Eagle Mines Limited
+3.15%
+$130,770.9 
GDX VanEck Gold Miners ETF
+2.98%
+$197,951.68 
B BARRICK MINING CORP Common Stock (ABR0)
+2.86%
+$8,624.02 
PPTA Perpetua Resources Corp.
+2.77%
+$33,546.5 
NEM Newmont Corporation
+2.69%
+$11,432.61 
GS The Goldman Sachs Group, Inc.
+2.61%
+$9,453.5 
VZ Verizon Communications Inc.
+2.46%
+$29,861.37 
JPM JPMorgan Chase & Co.
+2.3%
+$78,344.33 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+2.27%
+$197,955.83 
VMC Vulcan Materials Company
+2.25%
+$5,048 
UTG Reaves Utility Income Fund
+2.04%
+$4,387 
AGI Alamos Gold Inc.
+1.97%
+$53,218.84 
NXT Nextracker Inc.
+1.84%
+$14,009.6 
TMUS T-Mobile US, Inc.
+1.76%
+$11,840.8 
KBWB Invesco KBW Bank ETF
+1.7%
+$59,930.75 
WELL Welltower Inc.
+1.68%
+$11,592.52 
BAC Bank of America Corporation
+1.52%
+$3,514.56 
DTM Dt Midstream Inc.
+1.43%
+$5,506 
NEE NextEra Energy, Inc.
+1.3%
+$8,668.73 
ABBV AbbVie Inc.
+1.29%
+$13,629.24 
VPU Vanguard Utilities ETF
+1.16%
+$36,484.89 
BNOV FGCI Inc.
+1.13%
+$2,806.28 
DTE DTE Energy Company
+1.13%
+$5,163.65 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.11%
+$34,032.27 
JNJ Johnson & Johnson
+1.05%
+$6,015 
V Visa Inc. Class A
+1.05%
+$13,657.31 
IWD iShares Russell 1000 Value ETF
+1.02%
+$3,655.28 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$5,896.8 
VO Vanguard Mid-Cap ETF
+0.97%
+$59,825.69 
VTV Vanguard Value ETF
+0.94%
+$2,318.62 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$53,872.09 
IWM iShares Russell 2000 ETF
+0.9%
+$58,874.02 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.89%
+$2,806.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,406.55 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$45,787.26 
RSG Republic Services, Inc.
+0.86%
+$9,410.03 
PG Procter & Gamble Co
+0.85%
+$4,435.17 
EWZ iShares MSCI Brazil ETF
+0.83%
+$3,720.12 
SDY SPDR S&P Dividend ETF
+0.82%
+$2,325.51 
SO The Southern Company
+0.79%
+$3,776.96 
CVX Chevron Corporation
+0.75%
+$2,239.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$3,674.61 
BAUG Innovator U.S. Equity Buffer ETF
+0.73%
+$3,415.22 
AEE Ameren Corporation
+0.71%
+$3,046.12 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,485.66 
PHO Invesco Water Resources ETF
+0.68%
+$1,575 
MS Morgan Stanley
+0.66%
+$42,270.2 
ECL Ecolab Inc.
+0.65%
+$2,140.92 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$7,397.48 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$40,100.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$9,736 
DUK Duke Energy Corporation
+0.61%
+$3,076.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$4,689.64 
GNOV FT Vest US Equity Moderate B Fund
+0.58%
+$22,636.8 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,988.59 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,327.34 
GOOGL Alphabet Inc
+0.56%
+$8,872.04 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$2,715.84 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$1,994.69 
VKTX Viking Therapeutics Inc.
+0.49%
+$1,339.1 
MSI Motorola Solutions, Inc.
+0.47%
+$1,204.73 
GOOG Alphabet Inc
+0.46%
+$6,266.44 
WMT Walmart Inc.
+0.45%
+$1,332.53 
IXUS iShares Core International Stock ETF
+0.43%
+$2,115.6 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.41%
+$2,417.2 
PEP PepsiCo, Inc.
+0.4%
+$3,918.48 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.4%
+$5,277.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$43,829.28 
SFLR Innovator Equity Managed Floor ETF
+0.34%
+$31,723.25 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.29%
+$13,211.33 
XOM Exxon Mobil Corporation
+0.29%
+$943.05 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.28%
+$2,716.04 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.27%
+$1,784.4 
BSEP Innovator U.S. Equity Buffer ETF
+0.27%
+$1,943.15 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.23%
+$6,270.5 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.21%
+$10,125.54 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.21%
+$1,976.47 
ADP Automatic Data Processing Inc.
+0.2%
+$707.96 
NVDA NVIDIA Corporation
+0.18%
+$727.79 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.16%
+$780.91 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.15%
+$2,456.09 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.14%
+$380.16 
JAJL Innovator EDP ETF - 6M January/July
+0.13%
+$414 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$2,639.88 
MSFT Microsoft Corp.
+0.13%
+$6,748.04 
FNOV FT Vest US Equity Buffer ETF
+0.12%
+$498.04 
IFEB Innovator International Developed Power Buffer ETF - February
+0.12%
+$246.74 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.09%
+$2,864.2 
BDEC Innovator U.S. Equity Buffer ETF
+0.09%
+$405 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.06%
+$332.4 
ORCL Oracle Corporation
+0.05%
+$332.6 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
+0.05%
+$812.85 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$1,862.68 
ZAUG Innovator Equity Protector ETF - August Series
0%
$0 
BEPC Brookfield Renewable Corporation
-3.16%
-$15,064.21 
LLY Eli Lilly and Company
-2.41%
-$9,812.19 
ABT Abbott Laboratories
-1.68%
-$3,462.43 
AAPL Apple Inc.
-1.52%
-$53,401.5 
COLD Americold Realty Trust
-1.5%
-$3,773.88 
KT KT Corporation
-1.28%
-$5,964 
AMZN Amazon.com Inc
-1.21%
-$17,875.87 
AMT American Tower Corporation
-1.16%
-$3,135 
BA Boeing Company
-1.13%
-$8,212.72 
MDLZ Mondelez International, Inc.
-0.58%
-$1,702 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.18%
-$13,394.98 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$5,171.23 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$800.16 
BIPC Brookfield Infrastructure Partners L.P.
-0.1%
-$612.76 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.09%
-$86.9 
UITB VictoryShares Core Intermediate Bond ETF
-0.06%
-$4,642.05 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$125.62 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$286.68 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,787.74 Events
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Dividends
Dividend Analysis
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| Trades 1627 | Longs Won 974/1627 59% | Profit Factor 4.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $172,313.87 |
| Average Win $64,881.53 | Best Trade (Jun 12) $3.44M | Sharpe Ratio -13.64 |
| Average Loss -$23,486.12 | Worst Trade (Sep 29) -$638,376 | Z-Score 2.82 (99.52%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $29,414.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
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