Pinnacle Private Wealth, LLC Purchases in Q2 2022

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
40
+ 0.52%
$38.85 - $50.6 $1.55K - $2.02K
7.71K $315K
CVX
Chevron Corp

Energy
1.67K
+ 9.95%
$142.43 - $181.13 $238K - $302K
18.5K $2.67M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
96
+ 7.23%
$402.57 - $493.76 $38.6K - $47.4K
1.42K $588K
VTV
Vanguard Value ETF

ETFs
96
+ 1.97%
$128.01 - $150.8 $12.3K - $14.5K
4.96K $654K
FXH
First Tr Exchange Trd Fd Healt

ETFs
24
+ 0.4%
$97.16 - $118.61 $2.33K - $2.85K
6K $619K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
281
+ 3.13%
$43.16 - $53.73 $12.1K - $15.1K
9.26K $410K
SYK
Stryker Corp

Healthcare
31
+ 2.82%
$194.09 - $276.37 $6.02K - $8.57K
1.13K $225K
VOT
Vanguard Mid Cap Growth Index

ETFs
101
+ 9.1%
$167.96 - $227.2 $17K - $22.9K
1.21K $212K
CVS
Cvs Health Corp

Healthcare
315
+ 2.61%
$88.66 - $106.64 $27.9K - $33.6K
12.4K $1.15M
FTGC
First Trust Global Tactical CO

ETFs
1.94K
+ 2.5%
$26.76 - $30.22 $51.8K - $58.5K
79.5K $2.13M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
871
+ 1.51%
$23.46 - $26.86 $20.4K - $23.4K
58.5K $1.37M
IYF
Ishares Tr

ETFs
39
+ 0.65%
$67.96 - $84.37 $2.65K - $3.29K
6.04K $423K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
125
+ 1.2%
$61.24 - $72.68 $7.66K - $9.09K
10.5K $665K
VGT
Vanguard Information Technolog

ETFs
80
+ 6.15%
$315.97 - $423.43 $25.3K - $33.9K
1.38K $451K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
400
+ 1.33%
$7.89 - $17.88 $3.16K - $7.15K
30.4K $322K
GOOG
Alphabet Inc.

Communication Services
128
+ 20.61%
$105.84 - $143.64 $13.5K - $18.4K
749 $1.64M
BRKB
Berkshire Hathwy Inc(Hldg Co)B
62
+ 4.37%
N/A
1.48K $404K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
109
+ 3.74%
$219.07 - $270.08 $23.9K - $29.4K
3.02K $683K
AMD
Advanced Micro Devices Inc

Technology
171
+ 4.77%
$76.47 - $110.53 $13.1K - $18.9K
3.76K $287K
TER
Teradyne, Inc

Technology
100
+ 2.51%
$86.95 - $118.94 $8.7K - $11.9K
4.09K $366K
ADBE
Adobe Inc.

Technology
5
+ 0.41%
$360.79 - $468.81 $1.8K - $2.34K
1.23K $449K
MO
Altria Group, Inc.

Consumer Defensive
275
+ 2.37%
$41.5 - $56.57 $11.4K - $15.6K
11.9K $495K
UPS
United Parcel Service Inc

Industrials
91
+ 2.3%
$167.39 - $206.64 $15.2K - $18.8K
4.05K $738K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9
+ 0.12%
$91.51 - $110.2 $824 - $992
7.41K $699K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
150
+ 2.14%
$46.35 - $71.38 $6.95K - $10.7K
7.16K $338K
NVDA
Nvidia Corp

Technology
3.85K
+ 61.46%
$151.59 - $273.6 $584K - $1.05M
10.1K $1.53M
TGT
Target Corp

Consumer Defensive
54
+ 1.62%
$139.3 - $249.32 $7.52K - $13.5K
3.4K $479K
WMT
Walmart Inc.

Consumer Defensive
564
+ 4.27%
$118.29 - $159.87 $66.7K - $90.2K
13.8K $1.67M
RYT
Invesco S&P 500 Equal Weight T

ETFs
100
+ 1.29%
$229.64 - $292.39 $23K - $29.2K
7.84K $1.85M
VTI
Vanguard Total Stock Market Et

ETFs
651
+ 4.85%
$183.02 - $230.52 $119K - $150K
14.1K $2.65M
BAC
Bank Of America Corp

Financial Services
187
+ 0.45%
$31.13 - $40.9 $5.82K - $7.65K
42.1K $1.31M
VXF
Vanguard Extended Market ETF

ETFs
467
+ 3.28%
$126.57 - $168.36 $59.1K - $78.6K
14.7K $1.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
217
+ 0.94%
$130.84 - $158.96 $28.4K - $34.5K
23.3K $3.13M
AMZN
Amazon Com Inc

Consumer Cyclical
21.5K
+ 2348.58%
$102.31 - $168.35 $2.2M - $3.62M
22.4K $2.38M
META
Meta Platforms, Inc.

Communication Services
1.07K
+ 7.64%
$155.85 - $233.89 $166K - $250K
15K $2.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
460
+ 4.29%
$271.39 - $369.3 $125K - $170K
11.2K $3.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.11K
+ 9.36%
$209.9 - $283.21 $442K - $596K
24.6K $5.38M
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
+ 25.6%
$628.16 - $1145.45 $673K - $1.23M
5.26K $3.54M
IVV
Ishares Core S&P 500 ETF

ETFs
1.33K
+ 5.84%
$366.99 - $458.8 $488K - $611K
24.1K $9.14M
Activity Summary
Buys All Purchases 140 New Holdings 19 Increased Positions 121 Sells All Sells 149 Reductions 103 Sold out 46 Options Calls 1 Puts 0
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