Pinnacle Private Wealth, LLC Portfolio Holdings
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 272
- Current Value $256 Million
- Prior Value $321 Million
- Filing
- Period Q2 2022
- Filing Date July 15, 2022
- Form Type 13F-HR
- Activity in Q2 2022
- New Purchases 19 stocks
- Additional Purchases 121 stocks
- Sold out of 46 stocks
- Reduced holdings in 103 stocks