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Pinnacle Family Advisors

Latest statistics and disclosures from Pinnacle Family Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, FCUS, QQQ, SPY, SCHG, and represent 38.59% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYV, SLYG, DIA, XLY, XLG, XLB, ONEQ, FCUS, XLK, QQQ.
Started 13 new stock positions in SPHD, LMT, FTXO, SHY, TLT, SPYV, SHV, XLY, FEM, SLYG. BIL, HAL, XLB.
Reduced shares in these 10 stocks: AAPL (-$16M), IVV (-$10M), AMZN (-$7.9M), TSLA, IJH, EFA, TIP, FTGC, IJR, VUG.
Sold out of its positions in FTGC, TIP, IJH, IJR, GOVT, XHB, XLC, OIH.
Pinnacle Family Advisors was a net seller of stock by $-23M.
Pinnacle Family Advisors has $170M in assets under management (AUM), dropping by -2.53%.
Central Index Key (CIK): 0001679064

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Positions held by Pinnacle Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 93 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.8	$20M	-34%	42k	477.63	View chart
Tidal Etf Tr Ii Pinnacle Focused (FCUS)	8.7	$15M	+5%	609k	24.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.2	$12M	+5%	30k	409.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.5	$11M		23k	475.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.4	$7.5M	+2%	91k	82.96	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	3.4	$5.7M	+28%	152k	37.72	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	3.3	$5.7M	+3%	128k	44.60	View chart
Apple (AAPL)	3.2	$5.4M	-75%	28k	192.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	3.0	$5.1M	+330%	14k	376.88	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.5	$4.3M	+24%	73k	59.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.5	$4.2M	+18%	56k	75.10	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.3	$4.0M	NEW	86k	46.63	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	2.3	$4.0M	NEW	47k	83.63	View chart
O'reilly Automotive (ORLY)	2.1	$3.6M	-3%	3.8k	950.08	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	2.1	$3.5M	-7%	67k	52.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.8	$3.1M		56k	55.90	View chart
Amazon (AMZN)	1.7	$2.9M	-73%	19k	151.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$2.8M		16k	173.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.5	$2.6M	-34%	35k	75.35	View chart
Tesla Motors (TSLA)	1.5	$2.6M	-62%	11k	248.48	View chart
NVIDIA Corporation (NVDA)	1.3	$2.3M	-3%	4.6k	495.17	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$1.9M	+55%	10k	192.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.6M	-3%	16k	105.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.6M	+2%	13k	122.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.9	$1.5M	-4%	29k	52.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.9	$1.5M	NEW	8.2k	178.81	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.4M	+4%	18k	80.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$1.2M	+28%	21k	55.67	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.7	$1.1M	+34%	17k	64.09	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$1.0M	-2%	41k	25.64	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.6	$1.0M	+3%	38k	27.35	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$996k	+150%	8.7k	113.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$992k	+34%	18k	56.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$984k	+131%	26k	37.60	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.6	$958k	NEW	11k	85.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$899k	-6%	19k	46.62	View chart
Ishares Msci Gbl Etf New (PICK)	0.5	$806k	-6%	19k	43.07	View chart
Exxon Mobil Corporation (XOM)	0.4	$727k	-2%	7.3k	99.98	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$718k	+10%	14k	51.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$715k	-18%	6.3k	114.04	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.4	$706k	-27%	10k	70.84	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$669k	-20%	10k	65.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$656k	+14%	5.6k	117.21	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$608k	-2%	6.5k	94.08	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$596k		13k	46.07	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$582k	NEW	5.3k	110.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$581k	-21%	7.5k	78.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$570k		3.9k	147.14	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$557k	-2%	14k	40.56	View chart
Vanguard World Fds Health Car Etf (VHT)	0.3	$549k		2.2k	250.65	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.3	$530k	+64%	3.0k	175.47	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$506k	-36%	2.7k	186.55	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$492k	-35%	3.6k	136.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$480k	+27%	2.7k	174.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$477k	+4%	17k	28.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$474k	-9%	9.1k	52.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$460k	-32%	5.5k	83.84	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$445k	+2%	9.6k	46.11	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$434k		8.3k	52.51	View chart
Lockheed Martin Corporation (LMT)	0.3	$433k	NEW	955.00	453.09	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$430k		13k	34.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$422k	NEW	5.1k	82.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$420k	+7%	7.6k	54.98	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$412k	+31%	1.0k	405.64	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$407k	-18%	4.2k	96.84	View chart
Lowe's Companies (LOW)	0.2	$404k		1.8k	222.57	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$402k	NEW	4.4k	91.39	View chart
Halliburton Company (HAL)	0.2	$373k	NEW	10k	36.15	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$370k	-32%	3.4k	109.57	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$364k	-5%	3.5k	103.56	View chart
Iron Mountain (IRM)	0.2	$364k		5.2k	69.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$362k	+4%	7.5k	48.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$349k	+61%	978.00	356.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$335k	-63%	1.1k	310.88	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$318k		6.3k	50.47	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$289k	+3%	4.5k	64.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$277k		2.0k	140.93	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$276k	+12%	13k	22.13	View chart
Wal-Mart Stores (WMT)	0.2	$269k	-4%	1.7k	157.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$267k		1.1k	237.18	View chart
Microsoft Corporation (MSFT)	0.2	$261k		693.00	375.97	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$250k		5.3k	47.01	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$250k	-15%	4.9k	50.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$246k		7.0k	35.41	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$238k	+2%	9.9k	24.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$235k	NEW	5.5k	42.41	View chart
Phillips 66 (PSX)	0.1	$232k		1.7k	133.14	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$231k	NEW	2.3k	98.90	View chart
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)	0.1	$225k	NEW	8.9k	25.26	View chart
Fs Kkr Capital Corp (FSK)	0.1	$221k	-3%	11k	19.97	View chart
Williams Companies (WMB)	0.1	$220k		6.3k	34.83	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$209k	-3%	13k	16.69	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$200k	NEW	9.1k	22.13	View chart

Past Filings by Pinnacle Family Advisors

SEC 13F filings are viewable for Pinnacle Family Advisors going back to 2016

Pinnacle Family Advisors 2023 Q4 filed Feb. 14, 2024
Pinnacle Family Advisors 2023 Q3 filed Nov. 14, 2023
Pinnacle Family Advisors 2023 Q2 filed Aug. 14, 2023
Pinnacle Family Advisors 2023 Q1 filed May 15, 2023
Pinnacle Family Advisors 2022 Q4 filed Feb. 10, 2023
Pinnacle Family Advisors 2022 Q3 filed Nov. 14, 2022
Pinnacle Family Advisors 2022 Q2 filed Aug. 15, 2022
Pinnacle Family Advisors 2022 Q1 filed May 16, 2022
Pinnacle Family Advisors 2021 Q4 filed Feb. 14, 2022
Pinnacle Family Advisors 2021 Q3 filed Nov. 12, 2021
Pinnacle Family Advisors 2021 Q2 filed Aug. 16, 2021
Pinnacle Family Advisors 2021 Q1 filed May 14, 2021
Pinnacle Family Advisors 2020 Q4 filed Feb. 16, 2021
Pinnacle Family Advisors 2020 Q3 filed Nov. 16, 2020
Pinnacle Family Advisors 2020 Q2 filed Aug. 12, 2020
Pinnacle Family Advisors 2020 Q1 filed May 13, 2020

View all past filings

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