Pinnacle Private Wealth, LLC 13F Holdings
CIK 0001908610 · ANDOVER, MA
As of Jun 30, 2022, Pinnacle Private Wealth, LLC reported 272 positions worth $239.9K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 226,414 | $31.0K | 12.90% |
| ISHARES CORE S&P 500 ETF | IVV | — | 24,103 | $9.1K | 3.81% |
| MICROSOFT CORP | MSFT | Technology | 20,962 | $5.4K | 2.24% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 24,594 | $5.4K | 2.24% |
| HOME DEPOT INC | HD | Consumer Cyclical | 14,646 | $4.0K | 1.67% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 53,418 | $3.8K | 1.56% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 77,948 | $3.7K | 1.55% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 25,270 | $3.6K | 1.51% |
| TESLA INC | TSLA | Consumer Cyclical | 5,259 | $3.5K | 1.48% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 69,935 | $3.4K | 1.44% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 31,768 | $3.2K | 1.33% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 11,178 | $3.1K | 1.31% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 23,318 | $3.1K | 1.30% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 37,261 | $3.0K | 1.24% |
| CHEVRON CORP | CHV | Energy | 18,454 | $2.7K | 1.11% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 14,073 | $2.7K | 1.11% |
| EXXON MOBIL CORP | XOM | Energy | 29,732 | $2.5K | 1.06% |
| META PLATFORMS INC | META | Communication Services | 15,047 | $2.4K | 1.01% |
| AMAZON.COM INC | AMZN | Equity | 22,429 | $2.4K | 0.99% |
| INNOVATOR US EQUITY BUFFER ETF - JANUARY | BJAN | — | 69,722 | $2.2K | 0.93% |
| ISHARES US HEALTHCARE ETF | IYH | — | 7,948 | $2.1K | 0.89% |
| ISHARES BIOTECHNOLOGY ETF | IBB | — | 18,143 | $2.1K | 0.89% |
| FIRST TRUST EXCHANGE-TRADED FUND VII | FTGC | — | 79,505 | $2.1K | 0.89% |
| ISHARES DOW JONES US ETF | IYY | — | 21,766 | $2.0K | 0.84% |
| VICTORY PORTFOLIOS II | — | — | 29,705 | $2.0K | 0.82% |