Pinnacle Private Wealth, LLC Incresed Positions in Q2 2022

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
+ 13.26%
N/A
9.35K $1.34M
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.07%
$156.12 - $177.5 $312 - $355
2.72K $453K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26
+ 0.93%
$75.21 - $77.95 $1.96K - $2.03K
2.83K $216K
FXG
First Tr Exchange Traded First

ETFs
45
+ 1.26%
$59.31 - $67.92 $2.67K - $3.06K
3.63K $222K
CSCO
Cisco Systems, Inc.

Technology
1.03K
+ 25.37%
$41.72 - $55.87 $42.8K - $57.3K
5.07K $216K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
145
+ 5.26%
$70.31 - $80.24 $10.2K - $11.6K
2.9K $208K
FTCS
First Trust Capital Strength E

ETFs
364
+ 8.52%
$67.19 - $78.97 $24.5K - $28.7K
4.64K $324K
NKE
Nike, Inc.

Consumer Cyclical
772
+ 27.84%
$102.2 - $137.05 $78.9K - $106K
3.55K $362K
MMM
3 M CO

Industrials
383
+ 11.74%
$129.41 - $154.23 $49.6K - $59.1K
3.64K $472K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
358
+ 3.88%
$99.01 - $106.84 $35.4K - $38.2K
9.58K $974K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.06K
+ 12.36%
$26.0 - $33.6 $27.6K - $35.6K
9.64K $262K
OGI
Organigram Holdings Inc.

Healthcare
1.8K
+ 8.0%
$0.92 - $1.81 $1.66K - $3.26K
24.3K $22K
IWM
Ishares Russell 2000 ETF

ETFs
234
+ 14.19%
$163.9 - $207.91 $38.4K - $48.7K
1.88K $319K
HON
Honeywell International Inc

Industrials
231
+ 7.65%
$173.2 - $205.85 $40K - $47.6K
3.25K $565K
ACN
Accenture PLC

Technology
66
+ 9.36%
$270.9 - $344.47 $17.9K - $22.7K
771 $214K
KRE
Spdr S&P Regional Banking ETF

ETFs
520
+ 9.78%
$56.85 - $68.24 $29.6K - $35.5K
5.84K $339K
QABA
First Trust Nasdaq Aba Communi

ETFs
3
+ 0.07%
$48.65 - $55.99 $146 - $168
4.58K $228K
DGRO
Ishares Core Dividend Growth E

ETFs
7.86K
+ 11.21%
$45.84 - $53.69 $360K - $422K
77.9K $3.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
90
+ 3.93%
$140.99 - $168.41 $12.7K - $15.2K
2.38K $345K
RODM
Hartford Multifactor Developed

ETFs
1.52K
+ 8.51%
$24.89 - $29.35 $37.8K - $44.6K
19.4K $482K
RDVY
First Trust Rising Dividend Ac

ETFs
555
+ 6.85%
$40.42 - $49.12 $22.4K - $27.3K
8.65K $354K
LRCX
Lam Research Corp

Technology
38
+ 7.17%
$418.3 - $535.55 $15.9K - $20.4K
568 $242K
IWY
Ishares Tr Russell 200 Growth

ETFs
189
+ 9.07%
$120.18 - $161.96 $22.7K - $30.6K
2.27K $285K
LOW
Lowes Companies Inc

Consumer Cyclical
610
+ 10.81%
$171.61 - $208.74 $105K - $127K
6.26K $1.09M
PENN
Penn National Gaming Inc

Consumer Cyclical
1.32K
+ 17.82%
$26.91 - $44.24 $35.5K - $58.4K
8.73K $265K
XLK
Technology Sector Spdr

ETFs
27
+ 1.57%
$123.49 - $161.47 $3.33K - $4.36K
1.75K $222K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.44K
+ 18.56%
$130.25 - $170.4 $187K - $245K
9.18K $1.25M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.39K
+ 8.95%
$66.73 - $79.1 $293K - $347K
53.4K $3.75M
CSX
Csx Corp

Industrials
1.81K
+ 14.28%
$28.71 - $36.3 $51.9K - $65.6K
14.5K $420K
FVD
First Tr Value Line Divid Inde

ETFs
938
+ 3.59%
$37.24 - $43.02 $34.9K - $40.4K
27.1K $1.05M
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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
203
+ 1.41%
$55.42 - $64.55 $11.3K - $13.1K
14.6K $835K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
871
+ 1.51%
$23.46 - $26.86 $20.4K - $23.4K
58.5K $1.37M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
125
+ 1.2%
$61.24 - $72.68 $7.66K - $9.09K
10.5K $665K
IYF
Ishares Tr

ETFs
39
+ 0.65%
$67.96 - $84.37 $2.65K - $3.29K
6.04K $423K
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
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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