$1.65 Billion is the total value of Pinnacle Advisory Group, Inc.'s 181 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -2,378 | -100.0% | -0.02% | – |
VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -4,484 | -100.0% | -0.04% | – |
DJCI | Exit | UBS AG JERSEY BRANCH | $0 | – | -135,727 | -100.0% | -0.12% | – |
VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -78,312 | -100.0% | -0.21% | – |
XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -355,644 | -100.0% | -0.71% | – |
BBH | Exit | VANECK VECTORS ETF TRbiotech etf | $0 | – | -124,779 | -100.0% | -1.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
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.