IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pinnacle Private Wealth, LLC

Q2 2022 Holdings

Filed 2022-07-15 | 272 holdings | $6.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Lowes COS Inc(LOW)COM548661107$1.1K6,2550.0%
Toast Inc(TOST)CL A888787108$1.1K87,0500.0%
Global X FDS(LIT)LITHIUM BTRY ETF37954Y855$1.1K15,6920.0%
Ishares TR(FLOT)FLTG RATE NT ETF46429B655$1.1K22,8660.0%
Innovator Etfs TR(BSEP)US EQTY BUF SEP45782C664$1.1K39,1160.0%
CVS Health Corp(CVS)COM126650100$1.1K12,3830.0%
Qualcomm Inc(QCOM)COM747525103$1.2K9,1360.0%
Visa Inc(V)COM CL A92826C839$1.2K6,0060.0%
First TR Exchange Traded FD(CIBR)NASDAQ CYB ETF33734X846$1.2K29,7150.0%
Ishares TR(MTUM)MSCI USA MMENTM46432F396$1.3K9,1840.0%
Global X FDS(ONOF)ADAPTIVE US RISK37954Y194$1.3K55,4190.0%
Ishares TR(IFRA)US INFRASTRUC46435U713$1.3K38,2300.0%
Pfizer Inc(PFE)COM717081103$1.3K24,9340.0%
BK of America Corp(BAC)COM060505104$1.3K42,1100.0%
First TR Exchange-Traded FD(FTSM)FIRST TR ENH NEW33739Q408$1.3K22,4080.0%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$1.3K9,3530.0%
Mcdonalds Corp(MCD)COM580135101$1.3K5,4560.0%
Independent BK Corp Mass(INDB)COM453836108$1.4K17,0680.0%
Wisdomtree TR(GCC)ENHNCD CMMDTY ST97717Y683$1.4K58,5130.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.4K6350.0%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$1.4K26,9610.0%
Nvidia Corporation(NVDA)COM67066G104$1.5K10,1200.0%
Sunoco LP Co FIN Corp(SUN)COM UT REP LP86765K109$1.6K42,0300.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$1.6K7490.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$1.6K13,9920.0%
Walmart Inc(WMT)COM931142103$1.7K13,7580.0%
Ishares TR(QUAL)MSCI USA QLT FCT46432F339$1.7K15,5050.0%
Fidelity Covington Trust(FNCL)MSCI FINLS IDX316092501$1.8K39,8300.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.8K4,7740.0%
Invesco Exchange Traded FD T(RSPT)S&P500 EQL TEC46137V282$1.9K7,8400.0%
Fidelity Covington Trust(FIDU)MSCI INDL INDX316092709$1.9K41,2630.0%
JPMorgan Chase & Co(JPM)COM46625H100$1.9K16,6220.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$1.9K5,4190.0%
Ishares TR(STIP)0-5 YR TIPS ETF46429B747$1.9K18,6750.0%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.9K20,5680.0%
Vanguard Index FDS(VXF)EXTEND MKT ETF922908652$1.9K14,7050.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$1.9K24,5690.0%
Goldman Sachs ETF TR(GBIL)ACCES TREASURY381430529$2.0K19,6330.0%
Victory Portfolios II(CDC)VCSHS US EQ INCM92647N824$2.0K29,7050.0%
Ishares TR(IYY)DOW JONES US ETF464287846$2.0K21,7660.0%
First TR Exchange Trad FD VI(FTGC)FST TR GLB FD33739H101$2.1K79,5050.0%
Ishares TR(IBB)ISHARES BIOTECH464287556$2.1K18,1430.0%
Ishares TR(IYH)US HLTHCARE ETF464287762$2.1K7,9480.0%
Innovator Etfs TR(BJAN)US EQTY BUFR JAN45782C409$2.2K69,7220.0%
Meta Platforms Inc(META)CL A30303M102$2.4K15,0470.0%
Exxon Mobil Corp(XOM)COM30231G102$2.5K29,7320.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2.7K14,0730.0%
Chevron Corp New(CVX)COM166764100$2.7K18,4540.0%
Ishares TR(IYW)U.S. TECH ETF464287721$3.0K37,2610.0%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$3.1K23,3180.0%
PreviousPage 5 of 6Next