Pinnacle Private Wealth, LLC has filed its 13F form on July 15, 2022 for Q2 2022 where it was disclosed a total value porftolio of $256 Million distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31M, Ishares Core S&P 500 ETF with a value of $9.14M, Microsoft Corp with a value of $5.38M, Ishares Russell 1000 Gr ETF with a value of $5.38M, and Home Depot, Inc. with a value of $4.02M.
Examining the 13F form we can see an decrease of $65.4M in the current position value, from $321M to 256M.
Also it can be appreciated an additional of 19 stocks purchases and 46 closed positions.
Below you can find more details about Pinnacle Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $141 Million
Technology: $45 Million
Consumer Cyclical: $15.5 Million
Consumer Defensive: $10.6 Million
Financial Services: $10.4 Million
Communication Services: $8.63 Million
Energy: $8.35 Million
Healthcare: $7.9 Million
Other: $6.86 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
