Pinnacle Advisory Group

Latest statistics and disclosures from Pinnacle Advisory Group's latest quarterly 13F-HR filing:

Portfolio Holdings for Pinnacle Advisory Group

Companies in the Pinnacle Advisory Group portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Health Care SPDR (XLV) 7.49 880.66k +49% 88.58
Technology SPDR (XLK) 6.53 845.89k 80.37
iShares Dow Jones US Technology (IYW) 6.31 321.67k -17% 204.39
iShares Lehman 7-10 Yr Treas. Bond (IEF) 5.22 447.37k -32% 121.48
Schwab Strategic Tr sht tm us tres (SCHO) 5.14 1.03M -9% 51.73
Select Sector Spdr Tr Communic etfeqty (XLC) 4.86 1.14M +10% 44.24
Janus Detroit Str Tr fund (JMBS) 4.60 919.47k +39% 52.05
Consumer Staples Select Sect. SPDR (XLP) 3.77 720.63k +40% 54.47
iShares Barclays 20+ Yr Treas.Bond (TLT) 3.58 225.91k -29% 164.97
iShares Lehman 3-7 Yr Treasury Bond (IEI) 3.47 270.92k +5714% 133.34
Consumer Discretionary SPDR (XLY) 3.43 364.12k -20% 98.08
Ishares Msci Japan (EWJ) 2.58 544.26k +3% 49.39
Vanguard Health Care ETF (VHT) 2.58 161.53k -3% 166.09
iShares MSCI EMU Index (EZU) 2.51 855.11k -28% 30.51
iShares MSCI Switzerland Index Fund (EWL) 2.45 721.50k +81% 35.36
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 2.41 737.68k -54% 34.01
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 2.18 418.96k NEW 54.07
World Gold Tr spdr gld minis (GLDM) 2.05 1.36M NEW 15.72
Utilities SPDR (XLU) 1.74 326.12k 55.41
Schwab Strategic Tr 0 (SCHP) 1.70 308.30k 57.51
iShares S&P 500 Index (IVV) 1.58 63.49k -9% 258.40
Schwab Strategic Tr us lrg cap etf (SCHX) 1.51 256.29k 61.25
Financial Select Sector SPDR (XLF) 1.36 681.91k -79% 20.82
Industrial SPDR (XLI) 1.33 234.78k -54% 59.01
Ishares Msci United Kingdom Index etf (EWU) 1.05 456.13k -35% 23.88
Real Estate Select Sect Spdr (XLRE) 1.02 341.96k -2% 31.00
Ipath Dow Jones-aig Commodity (DJP) 0.93 586.76k -47% 16.53
Schwab Strategic Tr us aggregate b (SCHZ) 0.86 164.66k +3% 54.27
Vaneck Vectors Gold Miners mutual (GDX) 0.82 370.11k -59% 23.04
Spdr Ser Tr shrt trsry etf (SPTS) 0.80 269.55k -16% 30.72
Franklin Templeton Etf Tr ftse japan etf (FLJP) 0.79 377.70k -5% 21.74
SPDR DJ Wilshire Large Cap (SPLG) 0.70 242.32k -2% 30.25
iShares Barclays TIPS Bond Fund (TIP) 0.68 60.15k 117.92
iShares Lehman Aggregate Bond (AGG) 0.68 61.07k -17% 115.37
Schwab International Equity ETF (SCHF) 0.54 218.76k +5% 25.84
Schwab U S Small Cap ETF (SCHA) 0.38 77.73k +22% 51.53
iShares Lehman MBS Bond Fund (MBB) 0.34 31.70k 110.45
Sch Us Mid-cap Etf etf (SCHM) 0.32 77.93k +20% 42.17
Vanguard Europe Pacific ETF (VEA) 0.27 83.86k -5% 33.34
iShares S&P MidCap 400 Index (IJH) 0.26 18.48k 143.86
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.24 19.95k -24% 123.53
iShares S&P SmallCap 600 Index (IJR) 0.23 43.14k +6% 56.10
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.22 46.85k -96% 49.30
Alphabet Inc Class C cs (GOOG) 0.22 1.96k 1163.00
SPDR S&P World ex-US (SPDW) 0.21 92.36k +80% 23.94
Alphabet Inc Class A cs (GOOGL) 0.21 1.88k 1161.79
Ishares Tr cmn (GOVT) 0.21 76.78k +81% 28.00
Franklin Templeton Etf Tr ftse untd kgdm (FLGB) 0.21 120.66k -12% 17.74
Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs etf (GLTR) 0.20 27.94k -5% 75.09
Schwab Strategic Tr intrm trm (SCHR) 0.20 35.34k 58.78
Vanguard S&p 500 Etf idx (VOO) 0.20 8.58k +159% 236.86
Spdr Ser Tr spdr russel 2000 (SPSM) 0.19 92.71k +14% 21.84
SPDR DJ Wilshire Mid Cap (SPMD) 0.19 77.65k +10% 25.33
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.19 19.68k +8% 99.00
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.18 21.76k -29% 86.68
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.18 16.25k 113.03
Ubs Ag Jersey Brh dj commd etn39 (DJCI) 0.15 143.35k -7% 11.23
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.15 30.52k -4% 49.87
Apple (AAPL) 0.14 5.89k -20% 254.24
Ishares Inc msci frntr 100 (FM) 0.14 69.15k +3% 21.34
iShares S&P 1500 Index Fund (ITOT) 0.14 25.39k -10% 57.23
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.14 81.93k +18% 17.45
Schwab Strategic Tr us reit etf (SCHH) 0.13 41.95k +13% 32.75
iShares S&P/Citi Intl Treasury Bond (IGOV) 0.13 26.91k -10% 49.31
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.13 47.56k -7% 27.79
Invesco Exchng Traded Fd Tr treas colaterl (CLTL) 0.13 12.34k NEW 106.15
Highland Fds i hi ld iboxx srln (SNLN) 0.13 84.26k -6% 15.48
Global X Fds us infr dev (PAVE) 0.12 102.81k -92% 12.34
Invesco Emerging Markets S etf (PCY) 0.12 52.27k 23.92
Vanguard Financials ETF (VFH) 0.11 23.23k +28% 50.70
Spdr S&p 500 Etf (SPY) 0.11 4.46k +13% 257.67
Db-x Msci Japan Etf equity (DBJP) 0.11 32.35k 35.45
iShares Gold Trust (IAU) 0.10 72.33k 15.07
Schwab Emerging Markets Equity ETF (SCHE) 0.10 51.84k -4% 20.70
iShares Dow Jones US Healthcare (IYH) 0.10 5.67k -40% 187.80
iShares Dow Jones US Home Const. (ITB) 0.10 36.39k +8% 28.94
Invesco Senior Loan Etf otr (BKLN) 0.10 50.15k -4% 20.46
SPDR Barclays Capital Mortgage Back ETF (SPMB) 0.09 36.79k -8% 26.69
Microsoft Corporation (MSFT) 0.09 5.95k -11% 157.65
Fidelity msci rl est etf (FREL) 0.09 43.12k -12% 20.80
iShares iBoxx $ High Yid Corp Bond (HYG) 0.09 11.58k -13% 77.04
Vanguard Emerging Markets ETF (VWO) 0.08 26.31k -7% 33.56
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.08 8.92k -13% 96.68
Ishares Inc core msci emkt (IEMG) 0.08 20.93k +19% 40.46
McCormick & Company, Incorporated (MKC) 0.08 6.00k 141.17
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.08 11.86k +43% 70.42
Vanguard REIT ETF (VNQ) 0.08 11.54k -5% 69.83
inv grd crp bd (CORP) 0.08 7.56k -6% 105.85
Pimco Etf Tr 0-5 high yield (HYS) 0.08 9.26k -4% 85.73
Vanguard Energy ETF (VDE) 0.07 20.35k +30% 38.23
SPDR Barclays Capital Aggregate Bo (SPAB) 0.07 24.99k -49% 30.21
Johnson & Johnson (JNJ) 0.07 5.65k 131.15
Janus Short Duration (VNLA) 0.07 14.79k +29% 49.28
SPDR Barclays Capital Long Term Tr (SPTL) 0.07 15.10k -30% 47.23
SPDR KBW Regional Banking (KRE) 0.06 20.42k -3% 32.61
Wisdomtree Tr blmbg us bull (USDU) 0.06 23.13k 28.27
Procter & Gamble Company (PG) 0.06 5.77k 110.07
Vanguard Total Stock Market ETF (VTI) 0.06 4.78k +8% 129.00
McCormick & Company, Incorporated (MKC.V) 0.06 4.26k 142.39
At&t (T) 0.06 20.06k 29.16
Wisdomtree Tr intl hedge eqt (HEDJ) 0.05 11.07k 51.22
Ishares Tr core intl aggr (IAGG) 0.05 9.99k NEW 54.65
Spdr Series Trust cmn (SPBO) 0.05 16.69k +113% 32.65
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.05 5.69k -5% 94.76
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.05 10.50k -18% 51.03
Adobe Systems Incorporated (ADBE) 0.05 1.60k 318.12
SPDR S&P Emerging Markets (SPEM) 0.05 17.61k +70% 28.44
Dbx Etf Tr deutsche usd etf (HYLB) 0.05 11.14k +168% 44.08
Bank of America Corporation (BAC) 0.05 22.95k 21.22
iShares MSCI Pacific ex-Japan Idx (EPP) 0.05 13.98k 33.90
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.04 11.35k +163% 40.00
iShares Dow Jones US Pharm Indx (IHE) 0.04 3.31k 134.54
Berkshire Hathaway (BRK.B) 0.04 2.44k -2% 182.64
Vanguard Materials ETF (VAW) 0.04 4.44k NEW 96.15
iShares S&P 500 Growth Index (IVW) 0.04 2.46k 164.91
Exxon Mobil Corporation (XOM) 0.04 10.11k +4% 37.99
Verizon Communications (VZ) 0.04 7.06k 53.68
Vanguard Telecommunication Services ETF (VOX) 0.04 4.96k -58% 76.15
Sabine Royalty Trust (SBR) 0.04 13.44k 27.98
Automatic Data Processing (ADP) 0.04 2.68k 136.62
Southern Company (SO) 0.03 6.62k 54.11
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.03 8.78k -2% 39.18
Pepsi (PEP) 0.03 2.82k 120.04
Merck & Co (MRK) 0.03 4.38k +2% 76.91
McDonald's Corporation (MCD) 0.03 2.00k +12% 165.41
Mkt Vectors Biotech Etf etf (BBH) 0.03 2.54k +32% 128.10
Spdr Series Trust equity (IBND) 0.03 10.29k +28% 31.10
Amazon (AMZN) 0.03 163 -14% 1950.92
Vanguard Industrials ETF (VIS) 0.03 2.71k NEW 110.41
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.03 5.43k -29% 54.54
Ishares Tr broad usd high (USHY) 0.03 8.29k 35.47
Boeing Company (BA) 0.03 1.93k -10% 149.01
First Tr Exchange Traded Fd senior ln (FTSL) 0.03 6.78k 41.73
Materials SPDR (XLB) 0.03 6.26k -97% 45.02
CVS Caremark Corporation (CVS) 0.03 4.71k 59.42
Nextera Energy (NEE) 0.03 1.10k 240.72
SPDR Barclays Capital TIPS (SPIP) 0.02 8.92k -18% 29.04
iShares Russell 1000 Growth Index (IWF) 0.02 1.67k +16% 150.75
Colgate-Palmolive Company (CL) 0.02 3.78k 66.42
PNC Financial Services (PNC) 0.02 2.58k 95.63
Visa (V) 0.02 1.51k -12% 160.93
International Business Machines (IBM) 0.02 2.17k +2% 110.85
Vanguard Short-Term Bond ETF (BSV) 0.02 2.87k 82.02
T. Rowe Price (TROW) 0.02 2.38k 97.56
iShares Russell 1000 Index (IWB) 0.02 1.58k 141.41
Goldman Sachs Etf Tr fund (GIGB) 0.02 4.15k -99% 51.28
Wal-Mart Stores (WMT) 0.02 1.87k NEW 113.55
Choice Hotels International (CHH) 0.02 3.47k 61.17
Walt Disney Company (DIS) 0.02 2.09k 96.36
Snap Inc cl a (SNAP) 0.01 11.48k NEW 11.93

Past Filings by Pinnacle Advisory Group

View past SEC 13F filings by Pinnacle Advisory Group

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