Pinnacle Private Wealth, LLC
- SEC CIK
- 0001908610
- 最新申報
- 2022/7/15
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/7 申報。只含多頭部位。
- 持股檔數
- 290
- 2021 年第 3 季沒有申報
- 總值
- $3.19 億
- 2021 年第 3 季沒有申報
Pinnacle Private Wealth, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 291,670 | $5,179 萬 | 16.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 21,428 | $1,022 萬 | 3.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 19,744 | $664.1 萬 | 2.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 20,344 | $621.7 萬 | 1.9% | – | – | – |
| HDHome Depot, Inc. | Stock | 14,415 | $598.2 萬 | 1.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,041 | $505.9 萬 | 1.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 4,058 | $428.8 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 37,126 | $426.3 萬 | 1.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 51,058 | $413.1 萬 | 1.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 23,310 | $381.3 萬 | 1.2% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 63,608 | $353.5 萬 | 1.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,677 | $345.2 萬 | 1.1% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 28,674 | $330.4 萬 | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,497 | $327.3 萬 | 1.0% | – | – | – |
| Global X FDS37954Y194 | ADAPTIVE US RISK | 104,915 | $327.0 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 943 | $314.4 萬 | 1.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 18,619 | $303.0 萬 | 0.9% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 19,244 | $293.7 萬 | 0.9% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 58,658 | $293.0 萬 | 0.9% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 27,902 | $281.8 萬 | 0.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 16,935 | $268.2 萬 | 0.8% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,929 | $256.9 萬 | 0.8% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 8,150 | $244.8 萬 | 0.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,357 | $244.6 萬 | 0.8% | – | – | – |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 43,405 | $243.9 萬 | 0.8% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 43,226 | $241.7 萬 | 0.8% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 12,713 | $232.5 萬 | 0.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,345 | $223.4 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,698 | $223.1 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 29,544 | $214.1 萬 | 0.7% | – | – | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 54,461 | $203.1 萬 | 0.6% | – | – | – |
| QCOMQualcomm Inc | Stock | 10,697 | $195.6 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 13,248 | $191.7 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 16,286 | $191.1 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 6,233 | $183.3 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 40,866 | $181.8 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,496 | $179.1 萬 | 0.6% | – | – | 歷史 |
| SUNSunoco LP | COM UT REP LP | 43,780 | $178.8 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,098 | $175.9 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 28,396 | $173.8 萬 | 0.5% | – | – | 歷史 |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 20,208 | $170.6 萬 | 0.5% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 4,212 | $167.5 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 30,826 | $162.7 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 557 | $161.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 13,530 | $159.5 萬 | 0.5% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,688 | $157.2 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 534 | $154.7 萬 | 0.5% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 5,972 | $154.4 萬 | 0.5% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,384 | $152.7 萬 | 0.5% | – | – | – |
| CVSCVS Health Corp | Stock | 14,513 | $149.7 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 13,324 | $149.2 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 15,467 | $146.6 萬 | 0.5% | – | – | – |
| iShares Tr46435U713 | US INFRASTRUC | 37,943 | $145.1 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 4,526 | $145.1 萬 | 0.5% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 14,494 | $145.0 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 24,027 | $141.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,850 | $141.2 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,230 | $140.2 萬 | 0.4% | – | – | 歷史 |
| INDBIndependent Bank Corp | COM | 17,068 | $139.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,863 | $135.0 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 8,656 | $134.1 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 10,636 | $130.3 萬 | 0.4% | – | – | – |
| GEGeneral Electric Co | Stock | 13,701 | $129.4 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 15,946 | $127.5 萬 | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,834 | $124.3 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 58,123 | $121.0 萬 | 0.4% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 11,253 | $117.4 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 27,195 | $117.0 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,641 | $113.8 萬 | 0.4% | – | – | – |
| STMSTMicroelectronics N.V. | NY REGISTRY | 22,600 | $110.5 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,038 | $108.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,843 | $108.8 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 20,462 | $106.3 萬 | 0.3% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 7,703 | $104.3 萬 | 0.3% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 9,805 | $103.8 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 4,617 | $100.1 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 12,760 | $98.0 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,841 | $96.2 萬 | 0.3% | – | – | – |
| TGTTarget Corp | Stock | 4,129 | $95.6 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 14,450 | $95.2 萬 | 0.3% | – | – | – |
| XYZBlock, Inc. | CL A | 5,795 | $93.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,921 | $92.1 萬 | 0.3% | – | – | – |
| UUnity Software Inc. | COM | 6,370 | $91.1 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X127 | ENERGY ALPHADX | 75,279 | $89.7 萬 | 0.3% | – | – | – |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 10,024 | $88.5 萬 | 0.3% | – | – | – |
| SYYSysco Corp | Stock | 11,125 | $87.4 萬 | 0.3% | – | – | 歷史 |
| FFord Motor Co | Stock | 41,875 | $87.0 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 9,148 | $86.6 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 14,442 | $86.4 萬 | 0.3% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,929 | $84.2 萬 | 0.3% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 3,288 | $83.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 7,356 | $82.9 萬 | 0.3% | – | – | – |
| GISGeneral Mills Inc | Stock | 12,246 | $82.5 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,277 | $81.8 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,370 | $81.8 萬 | 0.3% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 34,378 | $79.3 萬 | 0.2% | – | – | – |
| SWKStanley Black & Decker, Inc. | COM | 4,174 | $78.7 萬 | 0.2% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 8,548 | $77.5 萬 | 0.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 6,317 | $77.4 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 2,999 | $76.2 萬 | 0.2% | – | – | 歷史 |