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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
20
2
2
1
0
0
8
1
0
PINNACLE ADVISORY GROUP INC

Time Period2018-12-31

Total Holdings151

Total Value ($x1000)1,335,464
Activities
New15

Increased62

Unchanged15

Decreased59

Sold Out24

Top 10 Stock Holdingstotal 59.35%
IEF13.74

IYW8.08

GSY7.81

XLF5.93

XLP5.26

 
GBIL4.89

XLV4.04

XLU3.47

FLRN3.12

VHT3.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEF
13.74%
7-10 Y TR BD ETF
IYW
8.08%
U.S. TECH ETF
GSY
7.81%
ULTRA SHRT DUR
XLF
5.93%
SBI INT-FINL
XLP
5.26%
SBI CONS STPLS
GBIL
4.89%
TREASURYACCESS
XLV
4.04%
SBI HEALTHCARE
XLU
3.47%
SBI INT-UTILS
FLRN
3.12%
INV GRD FLT RT
VHT
3.01%
HEALTH CAR ETF
EZU
2.8%
EMU ETF
SCHO
2.49%
SHT TM US TRES
SGOL
2.4%
PHYSCL SWISS GLD
TLT
2.21%
20+ YR TR BD ETF
XLY
2.05%
SBI CONS DISCR
EWJ
2%
MSCI JPN ETF NEW
XLI
1.93%
SBI INT-INDS
FREL
1.39%
MSCI RL EST ETF
EWU
1.25%
MSCI UK ETF NEW
AGG
1.24%
CORE TOTUSBD ETF
MLPX
1.23%
GLB X MLP ENRG I
PAVE
1.23%
US INFR DEV
SCHZ
1.2%
US AGGREGATE B
ACGL
1.18%
ORD
SCHX
1.15%
US LRG CAP ETF
MINT
1.06%
ENHAN SHRT MAT
IAU
0.88%
ISHARES
FLJP
0.75%
FTSE JAPAN ETF
XOP
0.75%
S&P OILGAS EXP
FEZ
0.49%
EURO STOXX 50
FLGB
0.45%
FTSE UNTD KGDM
SST
0.44%
SHRT TRSRY ETF
SCHR
0.4%
INTRM TRM TRES
SCHF
0.4%
INTL EQTY ETF
IVV
0.39%
CORE S&P500 ETF
ONEK
0.37%
RUSSELL 1000 ETF
MBB
0.34%
MBS ETF
MLPA
0.3%
GLBL X MLP ETF
IYJ
0.28%
U.S. INDS ETF
SCHA
0.26%
US SML CAP ETF
IJH
0.24%
CORE S&P MCP ETF
XLE
0.24%
SBI INT-ENERGY
IJR
0.22%
CORE S&P SCP ETF
VEA
0.22%
FTSE DEV MKT ETF
TIP
0.22%
TIPS BD ETF
SCHM
0.21%
US MID-CAP ETF
LQD
0.21%
IBOXX INV CP ETF
GOOG
0.15%
CAP STK CL C
GOOGL
0.15%
CAP STK CL A
SCHP
0.14%
US TIPS ETF
IEFA
0.14%
CORE MSCI EAFE
MUB
0.14%
NAT AMT FREE BD
DJCI
0.13%
DJ COMMD ETN39
SHY
0.12%
1-3 YR TR BD ETF
ITOT
0.12%
CORE S&P TTL STK
SNLN
0.12%
HI LD IBOXX SRLN
LMBS
0.12%
FST LOW MTG ETF
FM
0.12%
MSCI FRNTR100ETF
IGOV
0.11%
INTL TREA BD ETF
BWX
0.11%
BRCLYS INTL ETF
PCY
0.1%
EMRNG MKT SVRG
SPY
0.1%
TR UNIT
TWOK
0.1%
SPDR RUSSEL 2000
RSCO
0.1%
SM CAP COMPLETE
SCHH
0.1%
US REIT ETF
DBJP
0.09%
XTRAK MSCI JAPN
AAPL
0.09%
COM
SCHE
0.09%
EMRG MKTEQ ETF
EMB
0.09%
JP MOR EM MK ETF
HYG
0.08%
IBOXX HI YD ETF
XBI
0.08%
S&P BIOTECH
VNQ
0.08%
REIT ETF
XLK
0.08%
TECHNOLOGY
BKLN
0.08%
SR LN ETF
JNJ
0.08%
COM
XOM
0.08%
COM
ITB
0.08%
US HOME CONS ETF
KRE
0.08%
S&P REGL BKG
GDX
0.07%
GOLD MINERS ETF
GOVT
0.07%
U.S. TRS BD ETF
TLO
0.07%
BRCLYS LG TRS ET
IEMG
0.07%
CORE MSCI EMKT
VTI
0.07%
TOTAL STK MKT
MKC
0.07%
COM NON VTG
HYS
0.07%
0-5 HIGH YIELD
VWO
0.07%
FTSE EMR MKT ETF
CORP
0.06%
INV GRD CRP BD
SHV
0.06%
SHRT TRS BD ETF
BAC
0.05%
COM
IEI
0.05%
3-7 YR TR BD ETF
MSFT
0.05%
COM
NEE
0.05%
COM
FLOT
0.05%
FLTG RATE BD ETF
JNK
0.05%
BRC HGH YLD BD
LAG
0.05%
BRCLYS AGG ETF
T
0.05%
COM
HEDJ
0.05%
EUROPE HEDGED EQ
USDU
0.05%
BLMBG US BULL
MKC/V
0.04%
COM VTG
GWL
0.04%
S&P WRLD EX US
EPP
0.04%
MSCI PAC JP ETF
XLRE
0.04%
RL EST SEL SEC
AMZN
0.04%
COM
PFE
0.04%
COM
SBR
0.04%
UNIT BEN INT
MBG
0.04%
BRC MTG BCKD BD
BA
0.04%
COM
VOO
0.04%
SHS
VCR
0.04%
CONSUM DIS ETF
IHE
0.03%
U.S. PHARMA ETF
PG
0.03%
COM
DIVO
0.03%
YIELDSHARES CW
CVS
0.03%
COM
CMA
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
USB
0.03%
COM NEW
BRK.B
0.03%
CL B NEW
EWL
0.03%
MSCI SZ CAP ETF
VZ
0.03%
COM
VWOB
0.03%
EMERG MKT BD ETF
CSX
0.03%
COM
FKU
0.03%
UNIT KING ALPH
VMBS
0.03%
MORTG-BACK SEC
SO
0.02%
COM
DIS
0.02%
COM DISNEY
PNC
0.02%
COM
MRK
0.02%
COM
EFA
0.02%
MSCI EAFE ETF
MCD
0.02%
COM
FTY
0.02%
REAL EST 50 ETF
AGN
0.02%
SHS
CL
0.02%
COM
IDA
0.02%
COM
JPM
0.02%
COM
IGM
0.02%
N AMER TECH ETF
IBM
0.02%
COM
TROW
0.02%
COM
CHH
0.02%
COM
SOXX
0.02%
PHLX SEMICND ETF
ITA
0.02%
U.S. AER&DEF ETF
QQQ
0.02%
UNIT SER 1
IWB
0.02%
RUS 1000 ETF
VEU
0.02%
ALLWRLD EX US
C
0.02%
COM NEW
DSL
0.02%
COM
TFI
0.02%
NUVN BRCLY MUNI
BSV
0.02%
SHORT TRM BOND
HYT
0.01%
COM
GE
0.01%
COM
PPT
0.01%
SH BEN INT
EVF
< 0.01%
SH BEN INT
SGOL
2.49%
SHS
XLC
2.1%
COMMUNICATION
IYH
0.13%
US HLTHCARE ETF
BCI
0.13%
BBG COMMD K 1
VGT
0.12%
INF TECH ETF
VDC
0.1%
CONSUM STP ETF
GLTR
0.1%
PHYS PM BSKT
DJP
0.07%
DJUBS CMDT ETN36
VFH
0.04%
FINANCIALS ETF
VOX
0.04%
TELCOMM ETF
OIH
0.04%
OIL SVCS ETF
IWM
0.04%
RUSSELL 2000 ETF
DWDP
0.03%
COM
IEZ
0.03%
US OIL EQ&SV ETF
BX
0.02%
COM UNIT LTD
KKR
0.02%
CL A
IWF
0.02%
RUS 1000 GRW ETF
MA
0.02%
CL A
MMP
0.02%
COM UNIT RP LP
IWV
0.01%
RUSSELL 3000 ETF
VYM
0.01%
HIGH DIV YLD
FHLC
0.01%
MSCI HLTH CARE I
XES
0.01%
OILGAS EQUIP
RQI
0.01%
COM