Pinnacle Advisory Group, Inc. Q4 2020 vs. Q1 2021 13F Holdings Review: A Comprehensive Analysis

The latest 13F filings of the Pinnacle Advisory Group, Inc. for Q4 2020 and Q1 2021 have brought significant changes in their portfolio holdings. As an investment management firm, Pinnacle Advisory Group oversees various accounts of high-net-worth individuals and institutional clients. According to the data disclosed, the group made changes to its positions in multiple ETFs, including SELECT SECTOR SPDR TR, ISHARES TR, and JANUS DETROIT STR TR during the first quarter of 2021.

XLK, the technology sector ETF, has emerged as the top holding of Pinnacle Advisory Group in Q1 2021, with an increase of 24.3% in shares held and 26.8% in value compared to the previous quarter. Similarly, the healthcare sector ETF, XLV, saw a decline in the number of shares held (-23.9%), resulting in a 21.2% decrease in value.

Moving on to individual stocks, Pinnacle revealed a remarkable interest in Apple Inc., with a massive increase in the shares held (+218%), representing 1.6% of the total portfolio value. The group also increased its positions in Microsoft Corp, holding 17,623 shares at the end of Q1 2021, an increase of 220.1% compared to Q4 2020.

Apart from this, the investment management firm also showed a keen interest in ISHARES TR, wherein it owns four of its top ten holdings with USIG being their top holding, with 5.7% of the portfolio's total value. Post Q1 2021, Pinnacle had increased the number of shares held in the ISHARES TR by 29.2%.

Another significant change in the Pinnacle portfolio was the decline of PM, Philip Morris Int. from 2.1% to 0.3% of the portfolio's overall value. Moreover, MINT, PIMCO ETF TR, became a new addition to the firm's holding, comprising 0.7% of the total portfolio net value.

In conclusion, Pinnacle Advisory Group optimized its holdings during the Q1 2021 to reflect the changing market conditions. The group increased stakes in its key holdings, which can be seen as a positive move, considering the strong performances of sector ETFs and individual stocks. The data provides excellent insights into how investment management firms are shuffling their portfolios and adapting to the alterations in the global economy.