Pinnacle Private Wealth, LLC New Holdings in Q2 2022

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
17.2K
New
$31.58 - $38.84 $543K - $668K
17.2K $599K
DE
Deere & CO

Industrials
1.8K
New
$297.51 - $438.45 $536K - $789K
1.8K $539K
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.73K
New
$49.95 - $50.17 $386K - $388K
7.73K $387K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.26K
New
$42.93 - $53.98 $354K - $446K
8.26K $365K
XLE
Energy Sector Spdr

ETFs
4.91K
New
$70.66 - $92.28 $347K - $453K
4.91K $351K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.14K
New
$88.4 - $105.81 $278K - $332K
3.14K $284K
TMO
Thermo Fisher Scientific Inc.

Healthcare
494
New
$500.9 - $612.21 $247K - $302K
494 $268K
SO
Southern CO

Utilities
3.45K
New
$65.39 - $76.51 $226K - $264K
3.45K $246K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
3.46K
New
$68.09 - $85.56 $235K - $296K
3.46K $244K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
10.9K
New
$22.18 - $25.72 $242K - $281K
10.9K $242K
TMUS
T Mobile Us, Inc.

Communication Services
1.59K
New
$121.73 - $138.59 $193K - $220K
1.59K $214K
GLD
Spdr Gold Trust

ETFs
1.25K
New
$168.46 - $184.65 $211K - $232K
1.25K $211K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.76K
New
$40.72 - $45.21 $194K - $215K
4.76K $204K
PKG
Packaging Corp Of America

Consumer Cyclical
1.47K
New
$135.8 - $166.97 $200K - $245K
1.47K $202K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
15.9K
New
$12.21 - $14.84 $195K - $237K
15.9K $202K
LCID
Lucid Group, Inc.

Consumer Cyclical
10.3K
New
$13.86 - $25.21 $143K - $259K
10.3K $177K
FUBO
Fubo Tv Inc.

Communication Services
12.7K
New
$2.47 - $7.38 $31.4K - $93.8K
12.7K $31K
SPRU
Spruce Pwr Hldg Corp Com
10.6K
New
N/A
10.6K $12K
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
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email