Pinnacle Private Wealth, LLC current holdings: USA Stocks
Pinnacle Private Wealth, LLC reported $0.11 billion in share positions in stocks (listed in the US), 111 positions, in its Form 13F for the quarter ended 2022-06-30; the largest are AAPL, MSFT, HD.
- INTC: Country of operation United States; Class COM; Shares 5,720; Value $214,000.
- GLD: Country of operation United States; Class GOLD SHS; Shares 1,254; Value $211,000.
- EPD: Country of operation United States; Class COM; Shares 8,580; Value $209,000.
- PKG: Country of operation United States; Class COM; Shares 1,470; Value $202,000.
Form 13F-HR as filed (SEC CIK 1908610): quarter ended 2022-06-30, filed 2022-07-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| INTC INTEL CORP | United States | COM | 5,720 | $214,000 | 0.19% | 2022-06-30 | 2022-07-15 | +209.89% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 1,254 | $211,000 | 0.19% | 2022-06-30 | 2022-07-15 | +127.29% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 8,580 | $209,000 | 0.18% | 2022-06-30 | 2022-07-15 | +47.80% |
| PKG PACKAGING CORP AMER | United States | COM | 1,470 | $202,000 | 0.18% | 2022-06-30 | 2022-07-15 | +69.66% |
| CGBD CARLYLE SECURED LENDING INC | United States | COM | 15,937 | $202,000 | 0.18% | 2022-06-30 | 2022-07-15 | -12.60% |
| APA APA CORPORATION | United States | COM | 5,737 | $200,000 | 0.18% | 2022-06-30 | 2022-07-15 | +20.89% |
| PUBM PUBMATIC INC | United States | COM CL A | 11,560 | $184,000 | 0.16% | 2022-06-30 | 2022-07-15 | +18.31% |
| LCIDXXXX LUCID GROUP INC | United States | COM | 10,287 | $177,000 | 0.16% | 2022-06-30 | 2022-07-15 | |
| KMI KINDER MORGAN INC DEL | United States | COM | 10,143 | $170,000 | 0.15% | 2022-06-30 | 2022-07-15 | +81.68% |
| ET ENERGY TRANSFER L P | United States | COM UT LTD PTN | 16,441 | $164,000 | 0.15% | 2022-06-30 | 2022-07-15 | +99.50% |
| BBDC BARINGS BDC INC | United States | COM | 16,319 | $152,000 | 0.13% | 2022-06-30 | 2022-07-15 | -6.34% |
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