$1.04 Billion is the total value of Pinnacle Advisory Group, Inc.'s 152 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 17.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $78,009,000 | +29.8% | 880,660 | +49.3% | 7.49% | +85.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $67,984,000 | -13.6% | 845,892 | -1.4% | 6.53% | +23.3% |
| IYW | Sell | ISHARES TRu.s. tech etf | $65,745,000 | -27.1% | 321,665 | -17.0% | 6.32% | +4.0% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $54,347,000 | -25.5% | 447,372 | -32.4% | 5.22% | +6.3% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $53,485,000 | -7.2% | 1,033,928 | -9.4% | 5.14% | +32.4% |
| XLC | Buy | SELECT SECTOR SPDR TR | $50,654,000 | -8.8% | 1,144,972 | +10.6% | 4.87% | +30.2% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $47,858,000 | +39.7% | 919,467 | +39.6% | 4.60% | +99.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $39,253,000 | +21.2% | 720,630 | +40.1% | 3.77% | +72.9% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $37,269,000 | -14.2% | 225,913 | -29.6% | 3.58% | +22.4% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $36,124,000 | +6064.5% | 270,918 | +5714.9% | 3.47% | +8797.4% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $35,713,000 | -37.7% | 364,118 | -20.3% | 3.43% | -11.1% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $26,881,000 | -14.0% | 544,258 | +3.2% | 2.58% | +22.7% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $26,829,000 | -16.7% | 161,532 | -3.9% | 2.58% | +18.8% |
| EZU | Sell | ISHARES INCmsci eurzone etf | $26,089,000 | -47.7% | 855,108 | -28.1% | 2.51% | -25.3% |
| EWL | Buy | ISHARES INCmsci switzerland | $25,512,000 | +58.3% | 721,501 | +82.0% | 2.45% | +125.9% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $25,089,000 | -56.1% | 737,683 | -54.5% | 2.41% | -37.4% |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $22,653,000 | – | 418,957 | +100.0% | 2.18% | – |
| GLDM | New | WORLD GOLD TRspdr gld minis | $21,308,000 | – | 1,355,474 | +100.0% | 2.05% | – |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $18,070,000 | -15.4% | 326,117 | -1.3% | 1.74% | +20.8% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $17,730,000 | +0.7% | 308,303 | -0.9% | 1.70% | +43.6% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $16,405,000 | -27.5% | 63,486 | -9.3% | 1.58% | +3.4% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $15,698,000 | -20.0% | 256,288 | +0.4% | 1.51% | +14.2% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $14,197,000 | -86.4% | 681,908 | -79.9% | 1.36% | -80.6% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $13,855,000 | -67.1% | 234,785 | -54.6% | 1.33% | -53.1% |
| EWU | Sell | ISHARES TRmsci uk etf new | $10,893,000 | -55.0% | 456,135 | -35.7% | 1.05% | -35.8% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $10,601,000 | -21.7% | 341,964 | -2.3% | 1.02% | +11.6% |
| DJP | Sell | BARCLAYS BANK PLCdjubs cmdt etn36 | $9,699,000 | -62.3% | 586,764 | -47.9% | 0.93% | -46.2% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $8,936,000 | +4.7% | 164,662 | +3.1% | 0.86% | +49.2% |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $8,527,000 | -68.2% | 370,111 | -59.6% | 0.82% | -54.7% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $8,281,000 | -14.5% | 269,553 | -16.7% | 0.80% | +22.1% |
| FLJP | Sell | FRANKLIN TEMPLETON ETF TRftse japan etf | $8,211,000 | -21.8% | 377,699 | -5.9% | 0.79% | +11.6% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $7,330,000 | -22.3% | 242,324 | -2.8% | 0.70% | +10.9% |
| TIP | Sell | ISHARES TRtips bd etf | $7,093,000 | +0.0% | 60,149 | -1.1% | 0.68% | +42.8% |
| AGG | Sell | ISHARES TRcore us aggbd et | $7,046,000 | -15.2% | 61,071 | -17.4% | 0.68% | +21.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,653,000 | -19.2% | 218,758 | +5.1% | 0.54% | +15.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $4,005,000 | -16.5% | 77,727 | +22.5% | 0.38% | +19.2% |
| MBB | Sell | ISHARES TRmbs etf | $3,501,000 | +0.8% | 31,699 | -1.4% | 0.34% | +43.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,286,000 | -15.9% | 77,931 | +20.0% | 0.32% | +20.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,796,000 | -28.2% | 83,862 | -5.1% | 0.27% | +2.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,659,000 | -29.5% | 18,483 | +0.9% | 0.26% | +0.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $2,464,000 | -26.8% | 19,947 | -24.1% | 0.24% | +4.4% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,420,000 | -28.8% | 43,138 | +6.3% | 0.23% | +1.3% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $2,310,000 | -96.5% | 46,855 | -96.4% | 0.22% | -95.0% |
| GOOG | ALPHABET INCcap stk cl c | $2,276,000 | -13.0% | 1,957 | 0.0% | 0.22% | +24.4% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,211,000 | +38.0% | 92,357 | +80.7% | 0.21% | +96.3% |
| GOOGL | ALPHABET INCcap stk cl a | $2,183,000 | -13.3% | 1,879 | 0.0% | 0.21% | +24.3% | |
| GOVT | Buy | ISHARES TRus treas bd etf | $2,150,000 | +96.3% | 76,775 | +81.8% | 0.21% | +179.7% |
| FLGB | Sell | FRANKLIN TEMPLETON ETF TRftse untd kgdm | $2,140,000 | -38.7% | 120,658 | -12.3% | 0.21% | -12.3% |
| GLTR | Sell | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $2,098,000 | -6.7% | 27,938 | -5.1% | 0.20% | +33.8% |
| SCHR | Sell | SCHWAB STRATEGIC TRintrm trm tres | $2,077,000 | +5.8% | 35,336 | -1.1% | 0.20% | +51.5% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $2,025,000 | -23.3% | 92,714 | +14.6% | 0.20% | +9.6% |
| VOO | Buy | VANGUARD INDEX FDS | $2,032,000 | +107.6% | 8,579 | +159.3% | 0.20% | +195.5% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $1,967,000 | -22.6% | 77,646 | +10.7% | 0.19% | +10.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,948,000 | +5.5% | 19,677 | +8.3% | 0.19% | +50.8% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $1,886,000 | -27.8% | 21,759 | -29.5% | 0.18% | +2.8% |
| MUB | Sell | ISHARES TRnational mun etf | $1,837,000 | -1.0% | 16,253 | -0.2% | 0.18% | +40.8% |
| DJCI | Sell | UBS AG JERSEY BRH | $1,610,000 | -31.6% | 143,354 | -7.7% | 0.16% | -2.5% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,522,000 | -27.4% | 30,517 | -5.0% | 0.15% | +3.5% |
| AAPL | Sell | APPLE INC | $1,498,000 | -31.2% | 5,892 | -20.6% | 0.14% | -2.0% |
| FM | Buy | ISHARES INCmsci frntr100etf | $1,476,000 | -27.5% | 69,150 | +3.0% | 0.14% | +3.6% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $1,453,000 | -29.8% | 25,390 | -10.9% | 0.14% | +0.7% |
| BCI | Buy | ABERDEEN STD INVTS ETFS | $1,430,000 | -8.6% | 81,934 | +18.8% | 0.14% | +30.5% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,374,000 | -19.2% | 41,954 | +13.5% | 0.13% | +15.8% |
| BWX | Sell | SPDR SER TRblomberg intl tr | $1,322,000 | -11.1% | 47,565 | -7.8% | 0.13% | +27.0% |
| IGOV | Sell | ISHARES TRintl trea bd etf | $1,327,000 | -12.2% | 26,912 | -10.7% | 0.13% | +24.5% |
| CLTL | New | INVESCO EXCHANGE-TRADED FD Ttreas colaterl | $1,310,000 | – | 12,341 | +100.0% | 0.13% | – |
| SNLN | Sell | HIGHLAND FDS Ihi ld iboxx srln | $1,304,000 | -17.8% | 84,261 | -6.9% | 0.12% | +16.8% |
| PCY | Sell | INVESCO EXCHANGE-TRADED FD Temrng mkt svrg | $1,250,000 | -19.8% | 52,267 | -0.8% | 0.12% | +14.3% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $1,178,000 | -14.7% | 23,235 | +28.3% | 0.11% | +21.5% |
| DBJP | DBX ETF TRxtrack msci japn | $1,147,000 | -16.9% | 32,352 | 0.0% | 0.11% | +18.3% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,150,000 | -9.5% | 4,463 | +13.0% | 0.11% | +27.9% |
| IAU | Sell | ISHARES GOLD TRUSTishares | $1,090,000 | +3.8% | 72,333 | -0.1% | 0.10% | +47.9% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,073,000 | -27.5% | 51,840 | -4.1% | 0.10% | +3.0% |
| IYH | Sell | ISHARES TRus hlthcare etf | $1,065,000 | -48.0% | 5,671 | -40.3% | 0.10% | -26.1% |
| ITB | Buy | ISHARES TRus home cons etf | $1,053,000 | -29.5% | 36,387 | +8.3% | 0.10% | 0.0% |
| BKLN | Sell | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $1,026,000 | -14.1% | 50,153 | -4.2% | 0.10% | +23.8% |
| SPMB | Sell | SPDR SER TRportfli mortgage | $982,000 | -6.2% | 36,791 | -8.3% | 0.09% | +34.3% |
| MSFT | Sell | MICROSOFT CORP | $938,000 | -12.0% | 5,950 | -12.0% | 0.09% | +25.0% |
| FREL | Sell | FIDELITY COVINGTON TRmsci rl est etf | $897,000 | -34.3% | 43,117 | -12.1% | 0.09% | -6.5% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $892,000 | -23.8% | 11,578 | -13.0% | 0.09% | +8.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $883,000 | -30.3% | 26,314 | -7.6% | 0.08% | 0.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $862,000 | -26.6% | 8,916 | -13.0% | 0.08% | +5.1% |
| MKC | MCCORMICK & CO INC | $847,000 | -16.8% | 6,000 | 0.0% | 0.08% | +17.4% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $847,000 | -10.1% | 20,932 | +19.4% | 0.08% | +28.6% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $835,000 | +24.1% | 11,858 | +43.4% | 0.08% | +77.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $806,000 | -29.0% | 11,542 | -5.7% | 0.08% | +1.3% |
| CORP | Sell | PIMCO ETF TRinv grd crp bd | $800,000 | -9.9% | 7,558 | -6.4% | 0.08% | +28.3% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $794,000 | -18.0% | 9,262 | -4.6% | 0.08% | +16.9% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $778,000 | -38.7% | 20,348 | +30.6% | 0.08% | -12.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $755,000 | -47.6% | 24,993 | -49.0% | 0.07% | -24.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $741,000 | -10.0% | 5,650 | +0.2% | 0.07% | +29.1% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $729,000 | +28.6% | 14,793 | +29.4% | 0.07% | +84.2% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $713,000 | -15.3% | 15,097 | -30.3% | 0.07% | +19.3% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $704,000 | -97.2% | 102,808 | -92.8% | 0.07% | -96.0% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $666,000 | -46.1% | 20,423 | -3.7% | 0.06% | -22.9% |
| USDU | WISDOMTREE TRblmbg us bull | $654,000 | +6.0% | 23,132 | 0.0% | 0.06% | +50.0% | |
| PG | Buy | PROCTER & GAMBLE CO | $635,000 | -11.6% | 5,769 | +0.4% | 0.06% | +27.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $617,000 | -14.3% | 4,783 | +8.7% | 0.06% | +22.9% |
| MKCV | MCCORMICK & CO INC | $606,000 | -16.8% | 4,256 | 0.0% | 0.06% | +18.4% | |
| T | Buy | AT&T INC | $585,000 | -24.4% | 20,064 | +1.3% | 0.06% | +7.7% |
| HEDJ | WISDOMTREE TReurope hedged eq | $567,000 | -27.4% | 11,070 | 0.0% | 0.05% | +1.9% | |
| JNK | Sell | SPDR SER TRbloomberg brclys | $539,000 | -18.2% | 5,688 | -5.5% | 0.05% | +18.2% |
| IAGG | New | ISHARES TRcore intl aggr | $546,000 | – | 9,991 | +100.0% | 0.05% | – |
| SPBO | Buy | SPDR SER TRportfolio crport | $545,000 | +105.7% | 16,693 | +113.3% | 0.05% | +188.9% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $536,000 | -19.8% | 10,503 | -18.5% | 0.05% | +13.3% |
| ADBE | ADOBE INC | $509,000 | -3.6% | 1,600 | 0.0% | 0.05% | +36.1% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $501,000 | +28.8% | 17,613 | +70.1% | 0.05% | +84.6% |
| BAC | BK OF AMERICA CORP | $487,000 | -39.7% | 22,951 | 0.0% | 0.05% | -13.0% | |
| HYLB | Buy | DBX ETF TRxtrack usd high | $491,000 | +134.9% | 11,138 | +168.9% | 0.05% | +235.7% |
| EPP | ISHARES INCmsci pac jp etf | $474,000 | -26.7% | 13,984 | 0.0% | 0.05% | +4.5% | |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $454,000 | +125.9% | 11,349 | +163.4% | 0.04% | +214.3% |
| IHE | ISHARES TRu.s. pharma etf | $446,000 | -16.0% | 3,315 | 0.0% | 0.04% | +19.4% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $446,000 | -20.9% | 2,442 | -2.0% | 0.04% | +13.2% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $427,000 | – | 4,441 | +100.0% | 0.04% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $406,000 | -14.9% | 2,462 | 0.0% | 0.04% | +21.9% | |
| XOM | Buy | EXXON MOBIL CORP | $384,000 | -43.1% | 10,109 | +4.6% | 0.04% | -17.8% |
| VOX | Sell | VANGUARD WORLD FDS | $378,000 | -66.2% | 4,964 | -58.3% | 0.04% | -52.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $379,000 | -10.8% | 7,060 | +1.9% | 0.04% | +24.1% |
| SBR | SABINE ROYALTY TRunit ben int | $376,000 | -30.6% | 13,438 | 0.0% | 0.04% | 0.0% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $366,000 | -19.6% | 2,679 | +0.4% | 0.04% | +12.9% |
| SO | Buy | SOUTHERN CO | $358,000 | -14.8% | 6,616 | +0.3% | 0.03% | +21.4% |
| PEP | Sell | PEPSICO INC | $339,000 | -12.4% | 2,824 | -0.4% | 0.03% | +26.9% |
| USRT | Sell | ISHARES TRcre u s reit etf | $344,000 | -29.8% | 8,780 | -2.1% | 0.03% | 0.0% |
| MRK | Buy | MERCK & CO. INC | $337,000 | -13.6% | 4,382 | +2.3% | 0.03% | +23.1% |
| MCD | Buy | MCDONALDS CORP | $330,000 | -5.4% | 1,995 | +12.9% | 0.03% | +39.1% |
| BBH | Buy | VANECK VECTORS ETF TRbiotech etf | $325,000 | +21.7% | 2,537 | +32.5% | 0.03% | +72.2% |
| IBND | Buy | SPDR SER TRblombrg brc intl | $320,000 | +17.2% | 10,289 | +28.5% | 0.03% | +72.2% |
| AMZN | Sell | AMAZON COM INC | $318,000 | -9.9% | 163 | -14.7% | 0.03% | +29.2% |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $299,000 | – | 2,708 | +100.0% | 0.03% | – |
| BA | Sell | BOEING CO | $287,000 | -59.0% | 1,926 | -10.4% | 0.03% | -40.4% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $296,000 | -28.2% | 5,427 | -29.9% | 0.03% | 0.0% |
| USHY | Buy | ISHARES TRbroad usd high | $294,000 | -13.0% | 8,289 | +0.8% | 0.03% | +21.7% |
| CVS | CVS HEALTH CORP | $280,000 | -20.0% | 4,712 | 0.0% | 0.03% | +12.5% | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $282,000 | -98.1% | 6,264 | -97.4% | 0.03% | -97.3% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $283,000 | -11.8% | 6,782 | +1.1% | 0.03% | +22.7% |
| NEE | Buy | NEXTERA ENERGY INC | $266,000 | +0.4% | 1,105 | +0.8% | 0.03% | +44.4% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $259,000 | -17.5% | 8,918 | -18.8% | 0.02% | +19.0% |
| PNC | PNC FINL SVCS GROUP INC | $247,000 | -40.0% | 2,583 | 0.0% | 0.02% | -14.3% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $251,000 | 0.0% | 1,665 | +16.8% | 0.02% | +41.2% |
| CL | COLGATE PALMOLIVE CO | $251,000 | -3.5% | 3,779 | 0.0% | 0.02% | +33.3% | |
| V | Sell | VISA INC | $243,000 | -24.8% | 1,510 | -12.2% | 0.02% | +4.5% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $235,000 | 0.0% | 2,865 | -1.6% | 0.02% | +43.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $240,000 | -14.9% | 2,165 | +2.9% | 0.02% | +21.1% |
| TROW | PRICE T ROWE GROUP INC | $232,000 | -20.0% | 2,378 | 0.0% | 0.02% | +10.0% | |
| IWB | ISHARES TRrus 1000 etf | $224,000 | -20.8% | 1,584 | 0.0% | 0.02% | +15.8% | |
| GIGB | Sell | GOLDMAN SACHS ETF TRaccess invt gr | $213,000 | -99.2% | 4,154 | -99.2% | 0.02% | -98.9% |
| CHH | CHOICE HOTELS INTL INC | $212,000 | -40.8% | 3,466 | 0.0% | 0.02% | -16.7% | |
| WMT | New | WALMART INC | $212,000 | – | 1,867 | +100.0% | 0.02% | – |
| DIS | Buy | DISNEY WALT CO | $201,000 | -33.0% | 2,086 | +0.4% | 0.02% | -5.0% |
| SNAP | New | SNAP INCcl a | $137,000 | – | 11,483 | +100.0% | 0.01% | – |
| SOXX | Exit | ISHARES TRphlx semicnd etf | $0 | – | -810 | -100.0% | -0.01% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,592 | -100.0% | -0.02% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -1,105 | -100.0% | -0.02% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -4,800 | -100.0% | -0.02% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -4,599 | -100.0% | -0.02% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,553 | -100.0% | -0.02% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,978 | -100.0% | -0.02% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -1,304 | -100.0% | -0.02% | – |
| CSX | Exit | CSX CORP | $0 | – | -3,653 | -100.0% | -0.02% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -4,969 | -100.0% | -0.02% | – |
| SHM | Exit | SPDR SERIES TRUSTnuveen blmbrg sr | $0 | – | -7,612 | -100.0% | -0.02% | – |
| CMA | Exit | COMERICA INC | $0 | – | -5,933 | -100.0% | -0.03% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -7,936 | -100.0% | -0.03% | – |
| VDC | Exit | VANGUARD WORLD FDSconsum stp etf | $0 | – | -3,165 | -100.0% | -0.03% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -3,454 | -100.0% | -0.04% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -92,911 | -100.0% | -0.08% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -133,404 | -100.0% | -0.29% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -310,991 | -100.0% | -1.26% | – |
| EWA | Exit | ISHARES INCmsci aust etf | $0 | – | -853,447 | -100.0% | -1.30% | – |
| EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -917,748 | -100.0% | -1.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SPDR TR | 32 | Q1 2021 | 15.8% |
| SELECT SPDR TR | 32 | Q1 2021 | 12.6% |
| SELECT SPDR TR | 32 | Q1 2021 | 20.0% |
| VANGUARD WORLD FDS | 32 | Q1 2021 | 8.6% |
| SELECT SPDR TR | 32 | Q1 2021 | 9.6% |
| SELECT SECTOR SPDR TR | 32 | Q1 2021 | 7.5% |
| SPDR S&P 500 ETF TR | 32 | Q1 2021 | 0.8% |
| EXXON MOBIL CORP | 32 | Q1 2021 | 0.5% |
| JOHNSON & JOHNSON | 32 | Q1 2021 | 0.2% |
| AT&T INC | 32 | Q1 2021 | 0.1% |
View Pinnacle Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-05-12 |
| 13F-HR | 2021-02-09 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-14 |
| 13F-HR | 2020-02-05 |
| 13F-HR | 2019-10-17 |
| 13F-HR | 2019-08-06 |
| 13F-HR | 2019-04-26 |
| 13F-HR | 2019-02-08 |
View Pinnacle Advisory Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.