Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Pinnacle Private Wealth

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

Top 5 stock holdings are AAPL, IVV, MSFT, IWF, HD, and represent 21.51% of Pinnacle Private Wealth's stock portfolio.
Added to shares of these 10 stocks: AMZN, CDC, MSFT, FTSM, TSLA, STIP, BSEP, KMLM, NVDA, DE.
Started 19 new stock positions in Xl Fleet Corp Com Cl A, SO, PKG, GLD, ABT, CGBD, ICSH, EUSA, KMLM, TMUS. FUBO, IVLU, DE, XLE, TMO, BTI, LCID, SCHB, VLUE.
Reduced shares in these 10 stocks: AAPL (-$9.7M), Bottomline Technologies (-$7.2M), ONOF, FIXD, SAVA, VEA, Elements Rogers Agri Tot Ret etf, Barclays Bk Plc ipath b copper, VOO, FPX.
Sold out of its positions in ABNB, AIG, BLOK, MT, BRCC, Barclays Bk Plc ipath b copper, BDJ, SAM, Bottomline Technologies, SAVA.
Pinnacle Private Wealth was a net seller of stock by $-14M.
Pinnacle Private Wealth has $255M in assets under management (AUM), dropping by -20.52%.
Central Index Key (CIK): 0001908610

Tip: Access up to 7 years of quarterly data

Positions held by Pinnacle Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Pinnacle Private Wealth

Pinnacle Private Wealth holds 271 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	12.1	$31M	-23%	226k	136.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$9.1M	+5%	24k	379.16	View chart
Microsoft Corporation (MSFT)	2.1	$5.4M	+30%	21k	256.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$5.4M	+9%	25k	218.71	View chart
Home Depot (HD)	1.6	$4.0M	+9%	15k	274.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.5	$3.8M	+8%	53k	70.20	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$3.7M	+11%	78k	47.63	View chart
Procter & Gamble Company (PG)	1.4	$3.6M	+11%	25k	143.81	View chart
Tesla Motors (TSLA)	1.4	$3.5M	+25%	5.3k	673.51	View chart
Ishares U S Etf Tr Blackrock St Mat (NEAR)	1.4	$3.4M	+12%	70k	49.26	View chart
Ishares Tr Core High Dv Etf (HDV)	1.3	$3.2M	+9%	32k	100.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$3.1M	+4%	11k	280.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$3.1M		23k	134.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.2	$3.0M	-4%	37k	79.95	View chart
Chevron Corporation (CVX)	1.0	$2.7M	+9%	19k	144.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.7M	+4%	14k	188.59	View chart
Exxon Mobil Corporation (XOM)	1.0	$2.5M		30k	85.63	View chart
Meta Platforms Cl A (META)	1.0	$2.4M	+7%	15k	161.23	View chart
Amazon (AMZN)	0.9	$2.4M	+2348%	22k	106.20	View chart
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)	0.9	$2.2M		70k	32.16	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.8	$2.1M	-2%	7.9k	268.87	View chart
Ishares Tr Ishares Biotech (IBB)	0.8	$2.1M	-3%	18k	117.62	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.8	$2.1M	+2%	80k	26.77	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.8	$2.0M	+32%	22k	92.35	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.8	$2.0M	+222%	30k	66.12	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$2.0M	+29%	20k	99.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.8	$1.9M	-14%	25k	79.21	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.8	$1.9M	+3%	15k	131.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.9M	-4%	21k	92.43	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$1.9M	+59%	19k	101.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.9M	-20%	5.4k	346.93	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.9M	-2%	17k	112.62	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.7	$1.9M		41k	45.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.7	$1.9M		7.8k	236.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.8M	-2%	4.8k	377.25	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.7	$1.8M	-8%	40k	44.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$1.7M	-8%	16k	111.71	View chart
Wal-Mart Stores (WMT)	0.7	$1.7M	+4%	14k	121.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$1.6M	+38%	14k	117.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.6M	+20%	749.00	2186.92	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.6	$1.6M		42k	37.26	View chart
NVIDIA Corporation (NVDA)	0.6	$1.5M	+61%	10k	151.58	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.6	$1.4M		27k	52.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.4M	+38%	635.00	2179.53	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.5	$1.4M		59k	23.46	View chart
Independent Bank (INDB)	0.5	$1.4M		17k	79.45	View chart
McDonald's Corporation (MCD)	0.5	$1.3M	+2%	5.5k	246.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.3M	+13%	9.4k	143.48	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$1.3M	+191%	22k	59.40	View chart
Bank of America Corporation (BAC)	0.5	$1.3M		42k	31.13	View chart
Pfizer (PFE)	0.5	$1.3M	+15%	25k	52.42	View chart
Ishares Tr Us Infrastruc (IFRA)	0.5	$1.3M		38k	34.03	View chart
Global X Fds Adaptive Us Risk (ONOF)	0.5	$1.3M	-38%	55k	23.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$1.3M	+18%	9.2k	136.32	View chart
Costco Wholesale Corporation (COST)	0.5	$1.2M	-9%	2.6k	479.26	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$1.2M	-3%	30k	40.25	View chart
Visa Com Cl A (V)	0.5	$1.2M	+17%	6.0k	196.80	View chart
Qualcomm (QCOM)	0.5	$1.2M	-2%	9.1k	127.74	View chart
CVS Caremark Corporation (CVS)	0.4	$1.1M	+2%	12k	92.63	View chart
Innovator Etfs Tr Us Eqty Buf Sep (BSEP)	0.4	$1.1M	+119%	39k	29.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$1.1M	+16%	23k	49.90	View chart
Global X Fds Lithium Btry Etf (LIT)	0.4	$1.1M	-22%	16k	72.65	View chart
Toast Cl A (TOST)	0.4	$1.1M	-9%	87k	12.94	View chart
Lowe's Companies (LOW)	0.4	$1.1M	+10%	6.3k	174.74	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.4	$1.1M	-2%	16k	69.89	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$1.1M		4.0k	269.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.4	$1.1M		4.0k	267.82	View chart
Verizon Communications (VZ)	0.4	$1.1M		21k	50.77	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$1.0M	+3%	27k	38.80	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$990k	-9%	7.2k	137.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$974k	+3%	9.6k	101.70	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$967k		19k	50.62	View chart
SYSCO Corporation (SYY)	0.4	$951k		11k	84.74	View chart
General Mills (GIS)	0.4	$926k		12k	75.44	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.4	$916k	-3%	12k	74.24	View chart
Walt Disney Company (DIS)	0.4	$899k		9.5k	94.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$877k	-2%	11k	83.80	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.3	$855k	-15%	12k	71.99	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$835k		15k	57.28	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$834k		18k	47.49	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$745k	+13%	10k	72.14	View chart
United Parcel Service CL B (UPS)	0.3	$738k	+2%	4.0k	182.45	View chart
Goldman Sachs (GS)	0.3	$726k	+104%	2.4k	297.05	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$718k	-2%	8.1k	88.98	View chart
General Electric Com New (GE)	0.3	$709k	-15%	11k	63.70	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$699k		7.4k	94.38	View chart
Stmicroelectronics N V Ny Registry (STM)	0.3	$697k		22k	31.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$683k	+3%	3.0k	226.16	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.3	$669k	-39%	45k	14.75	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$665k		11k	63.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$654k		5.0k	131.93	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$648k	-5%	8.8k	73.59	View chart
Abbvie (ABBV)	0.3	$646k	-4%	4.2k	153.15	View chart
Fs Kkr Capital Corp (FSK)	0.2	$636k	+38%	33k	19.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$631k	-5%	13k	50.08	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$630k	-9%	7.2k	88.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$629k	-13%	10k	62.48	View chart
Johnson & Johnson (JNJ)	0.2	$622k	+48%	3.5k	177.46	View chart
Mastercard Incorporated Cl A (MA)	0.2	$620k	+31%	2.0k	315.36	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$619k		6.0k	103.13	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$615k	-8%	13k	46.84	View chart
Moderna (MRNA)	0.2	$605k	-6%	4.2k	142.92	View chart
Kraneshares Tr Kfa Mount Lucas (KMLM)	0.2	$599k	NEW	17k	34.82	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$596k	-27%	6.2k	96.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$590k		25k	23.89	View chart
Ford Motor Company (F)	0.2	$588k	-4%	53k	11.14	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$588k	+7%	1.4k	413.21	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$584k	-3%	6.8k	85.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$583k	+29%	11k	51.59	View chart
Honeywell International (HON)	0.2	$565k	+7%	3.3k	173.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.2	$551k		10k	53.14	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$548k	+50%	33k	16.79	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$542k	+8%	4.2k	128.28	View chart
Deere & Company (DE)	0.2	$539k	NEW	1.8k	299.44	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$537k	-7%	6.9k	78.34	View chart
At&t (T)	0.2	$530k		25k	20.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$525k	+44%	9.4k	55.85	View chart
Stanley Black & Decker (SWK)	0.2	$520k		5.0k	104.86	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.2	$520k	-18%	7.9k	65.85	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$519k		11k	47.44	View chart
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB)	0.2	$516k		15k	34.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$509k	-22%	12k	43.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$499k	-36%	6.6k	75.29	View chart
Altria (MO)	0.2	$495k	+2%	12k	41.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$490k		4.5k	110.11	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$485k		4.6k	106.41	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.2	$482k	+8%	19k	24.88	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$482k	-26%	13k	37.77	View chart
Target Corporation (TGT)	0.2	$479k		3.4k	141.09	View chart
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB)	0.2	$474k		14k	33.18	View chart
3M Company (MMM)	0.2	$472k	+11%	3.6k	129.53	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJAN)	0.2	$465k		15k	30.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$462k		1.6k	294.27	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC)	0.2	$454k		15k	29.95	View chart
Pepsi (PEP)	0.2	$453k		2.7k	166.73	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$451k	+6%	1.4k	326.81	View chart
Adobe Systems Incorporated (ADBE)	0.2	$449k		1.2k	365.93	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$447k		10k	42.98	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.2	$447k	-8%	4.5k	100.20	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$445k	-16%	9.7k	46.00	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.2	$440k		7.5k	58.95	View chart
Comcast Corp Cl A (CMCSA)	0.2	$437k	-6%	11k	39.24	View chart
BP Sponsored Adr (BP)	0.2	$433k	-2%	15k	28.38	View chart
Kraneshares Tr Quadrtc Int Rt (IVOL)	0.2	$426k	-8%	17k	25.35	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$423k		9.8k	43.16	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$423k		6.0k	70.02	View chart
CSX Corporation (CSX)	0.2	$420k	+14%	15k	29.03	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$418k	-21%	3.7k	113.90	View chart
First Tr Exchange Traded Us Eqty Oppt Etf (FPX)	0.2	$415k	-53%	5.0k	82.24	View chart
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV)	0.2	$415k		12k	33.98	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$410k	+3%	9.3k	44.30	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.2	$409k	+19%	8.5k	48.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$404k	+4%	1.5k	272.79	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$403k		4.8k	83.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$394k	+68%	6.7k	58.81	View chart
UnitedHealth (UNH)	0.2	$392k	+6%	763.00	513.76	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$390k	+56%	4.7k	82.73	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.2	$387k	NEW	7.7k	50.06	View chart
Agilent Technologies Inc C ommon (A)	0.2	$386k		3.2k	118.84	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.2	$385k	-20%	8.0k	48.25	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$382k		2.8k	136.28	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$382k	+3%	10k	38.10	View chart
McKesson Corporation (MCK)	0.1	$378k	+48%	1.2k	326.42	View chart
Teradyne (TER)	0.1	$366k	+2%	4.1k	89.55	View chart
Boeing Company (BA)	0.1	$365k	-16%	2.7k	136.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$365k	NEW	8.3k	44.20	View chart
Nike CL B (NKE)	0.1	$362k	+27%	3.5k	102.12	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$359k	+13%	7.4k	48.23	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$355k	-3%	1.0k	349.41	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$354k	+6%	8.7k	40.91	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$352k	+142%	26k	13.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$351k	NEW	4.9k	71.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)	0.1	$349k		2.1k	165.80	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$346k		6.8k	50.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$345k	+3%	2.4k	144.90	View chart
Charles River Laboratories (CRL)	0.1	$342k		1.6k	213.88	View chart
Starbucks Corporation (SBUX)	0.1	$342k	-41%	4.5k	76.32	View chart
Fortinet (FTNT)	0.1	$341k	+754%	6.0k	56.60	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$339k	+9%	5.8k	58.09	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.1	$338k	+2%	7.2k	47.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$327k	-8%	1.5k	223.06	View chart
General Motors Company (GM)	0.1	$325k	-17%	10k	31.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$324k	+8%	4.6k	69.90	View chart
BioCryst Pharmaceuticals (BCRX)	0.1	$322k		30k	10.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$319k	+14%	1.9k	169.41	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$318k		5.7k	55.46	View chart
Consolidated Edison (ED)	0.1	$318k	-2%	3.3k	95.01	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$315k		7.7k	40.86	View chart
TJX Companies (TJX)	0.1	$314k	+47%	5.6k	55.81	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$314k	+74%	18k	17.94	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$313k	+26%	3.1k	101.66	View chart
Coca-Cola Company (KO)	0.1	$311k	+7%	4.9k	62.99	View chart
Block Cl A (SQ)	0.1	$309k	-5%	5.0k	61.41	View chart
Paypal Holdings (PYPL)	0.1	$308k	-51%	4.4k	69.92	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$305k	-2%	4.6k	66.10	View chart
American Express Company (AXP)	0.1	$304k	-7%	2.2k	138.69	View chart
Raytheon Technologies Corp (RTX)	0.1	$301k	+43%	3.1k	95.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$292k	-21%	7.0k	41.68	View chart
Eli Lilly & Co. (LLY)	0.1	$290k		894.00	324.38	View chart
Advanced Micro Devices (AMD)	0.1	$287k	+4%	3.8k	76.35	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$285k	+9%	2.3k	125.44	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$284k	NEW	3.1k	90.45	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$283k	-36%	5.4k	52.47	View chart
Marriott Intl Cl A (MAR)	0.1	$281k	-2%	2.1k	136.08	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$280k	-13%	12k	22.77	View chart
Tyler Technologies (TYL)	0.1	$280k		841.00	332.94	View chart
Philip Morris International (PM)	0.1	$279k	-3%	2.8k	98.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$278k	-6%	2.7k	104.51	View chart
Waste Management (WM)	0.1	$275k	+25%	1.8k	152.86	View chart
salesforce (CRM)	0.1	$274k	-36%	1.7k	164.76	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.1	$274k	+39%	13k	21.71	View chart
Booking Holdings (BKNG)	0.1	$269k		154.00	1746.75	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$268k	+26%	4.0k	66.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$268k	NEW	494.00	542.51	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$267k	-6%	5.2k	51.57	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$267k	+37%	2.2k	118.83	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$265k		5.4k	49.06	View chart
Paychex (PAYX)	0.1	$265k	-8%	2.3k	113.73	View chart
Penn National Gaming (PENN)	0.1	$265k	+17%	8.7k	30.37	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$262k	+12%	9.6k	27.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$259k		2.4k	106.94	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$257k	+54%	8.2k	31.46	View chart
Broadcom (AVGO)	0.1	$257k	-7%	529.00	485.82	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.1	$254k	-2%	9.4k	26.97	View chart
Morgan Stanley Com New (MS)	0.1	$247k	-9%	3.3k	75.93	View chart
Southern Company (SO)	0.1	$246k	NEW	3.5k	71.26	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$244k	NEW	3.5k	70.56	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$242k	NEW	11k	22.18	View chart
Lam Research Corporation (LRCX)	0.1	$242k	+7%	568.00	426.06	View chart
Duke Energy Corp Com New (DUK)	0.1	$238k		2.2k	107.01	View chart
New England Rlty Assoc Ltd P Depositry Rcpt (NEN)	0.1	$237k		3.1k	76.97	View chart
Nxp Semiconductors N V (NXPI)	0.1	$235k	-9%	1.6k	148.26	View chart
Phillips 66 (PSX)	0.1	$232k	-19%	2.8k	81.89	View chart
Abbott Laboratories (ABT)	0.1	$232k	NEW	2.1k	108.77	View chart
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)	0.1	$230k	-72%	5.6k	40.85	View chart
First Tr Nasdaq Aba Cmnty Bk Ut Com Shs Etf (QABA)	0.1	$228k		4.6k	49.81	View chart
Iron Mountain (IRM)	0.1	$227k	+16%	4.7k	48.79	View chart
Stryker Corporation (SYK)	0.1	$225k	+2%	1.1k	199.29	View chart
Ishares Tr Exponential Tech (XT)	0.1	$223k	+27%	4.7k	47.91	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$222k		3.6k	61.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$222k		1.7k	127.15	View chart
Us Bancorp Del Com New (USB)	0.1	$222k	-6%	4.8k	46.04	View chart
Unity Software (U)	0.1	$220k	-8%	6.0k	36.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$216k		2.8k	76.24	View chart
Cisco Systems (CSCO)	0.1	$216k	+25%	5.1k	42.65	View chart
Intel Corporation (INTC)	0.1	$214k	-5%	5.7k	37.41	View chart
Metropcs Communications (TMUS)	0.1	$214k	NEW	1.6k	134.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$214k	+9%	771.00	277.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$212k	+9%	1.2k	175.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$211k	NEW	1.3k	168.26	View chart
Enterprise Products Partners (EPD)	0.1	$209k	-35%	8.6k	24.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$208k	+5%	2.9k	71.72	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$204k	-10%	3.8k	54.39	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$204k	NEW	4.8k	42.86	View chart
Packaging Corporation of America (PKG)	0.1	$202k	NEW	1.5k	137.41	View chart
Tcg Bdc (CGBD)	0.1	$202k	NEW	16k	12.67	View chart
Proshares Tr Shrt Hgh Yield (SJB)	0.1	$200k	-39%	10k	19.75	View chart
Apa Corporation (APA)	0.1	$200k		5.7k	34.86	View chart
Pubmatic Com Cl A (PUBM)	0.1	$184k	-5%	12k	15.92	View chart
Lucid Group (LCID)	0.1	$177k	NEW	10k	17.21	View chart
Kinder Morgan (KMI)	0.1	$170k		10k	16.76	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$164k	-17%	16k	9.98	View chart
Shell Midstream Partners Unit Ltd Int	0.1	$153k		11k	14.07	View chart
Barings Bdc (BBDC)	0.1	$152k	+29%	16k	9.31	View chart
Axcella Health Inc equity	0.0	$125k	+108%	62k	2.03	View chart
Yamana Gold	0.0	$89k	-4%	19k	4.64	View chart
Fubotv (FUBO)	0.0	$31k	NEW	13k	2.44	View chart
Organigram Holdings In	0.0	$22k	+7%	24k	0.91	View chart
Xl Fleet Corp Com Cl A	0.0	$12k	NEW	11k	1.14	View chart
Bristol Myers Squibb Call Option (BMY)	0.0	$2.2k	+1221%	66k	0.03	View chart
Greenlane Hldgs Cl A	0.0	$2.0k		10k	0.19	View chart

Past Filings by Pinnacle Private Wealth

SEC 13F filings are viewable for Pinnacle Private Wealth going back to 2021

Pinnacle Private Wealth 2022 Q2 filed July 15, 2022
Pinnacle Private Wealth 2022 Q1 filed April 29, 2022
Pinnacle Private Wealth 2021 Q4 filed Feb. 7, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z