Pinnacle Family Advisors

Pinnacle Family Advisors as of Dec. 31, 2024

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 114 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Tr Ii Pinnacle Focused (FCUS) 10.0 $21M 721k 28.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.4 $19M 33k 586.07
Ishares Tr Core S&p500 Etf (IVV) 8.1 $17M 29k 588.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $11M 21k 511.23
Apple (AAPL) 3.2 $6.6M 26k 250.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.1 $6.3M 227k 27.87
NVIDIA Corporation (NVDA) 2.8 $5.8M 43k 134.29
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.7 $5.6M 112k 49.96
O'reilly Automotive (ORLY) 2.6 $5.5M 4.6k 1185.85
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.3 $4.8M 54k 87.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $4.5M 200k 22.70
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $3.8M 37k 101.53
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.8 $3.7M 74k 49.40
Amazon (AMZN) 1.7 $3.6M 16k 219.39
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.7 $3.4M 80k 42.97
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $3.2M 17k 190.88
Ishares Tr Ishares Biotech (IBB) 1.5 $3.2M 24k 132.21
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.5 $3.1M 35k 87.25
Ishares Tr Us Telecom Etf (IYZ) 1.5 $3.1M 114k 26.83
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.4 $2.9M 42k 68.94
Ishares Tr Cohen Steer Reit (ICF) 1.4 $2.9M 48k 60.26
Tesla Motors (TSLA) 1.3 $2.6M 6.5k 403.84
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.1M 28k 75.61
Ishares Tr Select Divid Etf (DVY) 1.0 $2.1M 16k 131.29
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $2.1M 82k 24.99
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.0 $2.0M 76k 26.07
First Tr Exchange-traded Dj Internt Idx (FDN) 0.9 $1.9M 7.8k 243.17
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.8M 14k 128.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.7M 75k 23.18
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.8 $1.7M 23k 76.06
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.7M 33k 51.51
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.8 $1.7M 19k 87.82
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.8 $1.6M 20k 78.46
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $1.6M 21k 75.69
First Tr Exchange-traded Growth Strength (FTGS) 0.7 $1.4M 46k 31.40
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $1.4M 3.3k 425.51
Select Sector Spdr Tr Financial (XLF) 0.7 $1.4M 29k 48.33
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.6 $1.3M 63k 20.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.2M 19k 62.31
Ishares Tr Core Total Usd (IUSB) 0.5 $1.1M 24k 45.20
Microstrategy Cl A New (MSTR) 0.5 $1.0M 3.6k 289.62
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.5 $997k 45k 22.07
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $971k 8.4k 115.23
First Tr Value Line Divid In SHS (FVD) 0.5 $960k 22k 43.64
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $938k 11k 88.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $903k 40k 22.70
First Tr Morningstar Divid L SHS (FDL) 0.4 $901k 22k 40.26
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.4 $739k 26k 28.01
Exxon Mobil Corporation (XOM) 0.4 $733k 6.8k 107.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $731k 8.2k 89.08
Select Sector Spdr Tr Indl (XLI) 0.4 $731k 5.5k 131.76
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $725k 18k 40.67
Select Sector Spdr Tr Communication (XLC) 0.4 $725k 7.5k 96.81
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.3 $719k 9.4k 76.46
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $718k 5.7k 124.95
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $713k 3.2k 224.35
Wal-Mart Stores (WMT) 0.3 $612k 6.8k 90.35
Simplify Exchange Traded Fun Volt Tsla Revolu (TESL) 0.3 $599k 25k 23.85
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $597k 3.6k 166.22
Iron Mountain (IRM) 0.3 $585k 5.6k 105.10
Vanguard Index Fds Growth Etf (VUG) 0.3 $582k 1.4k 410.44
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $580k 3.3k 178.10
Ishares Tr Eafe Value Etf (EFV) 0.3 $577k 11k 52.47
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $568k 12k 46.88
First Tr Exchange-traded Intermediate Dur (FIIG) 0.3 $560k 27k 20.45
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $557k 11k 51.25
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $550k 5.7k 96.83
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.3 $519k 11k 47.58
Eli Lilly & Co. (LLY) 0.2 $499k 646.00 771.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $487k 17k 29.20
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $483k 9.9k 48.67
Ishares Tr Mbs Etf (MBB) 0.2 $460k 5.0k 91.67
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.2 $457k 3.8k 119.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $454k 1.0k 453.28
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $454k 7.9k 57.53
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.2 $447k 8.3k 54.08
Spdr Ser Tr S&p Regl Bkg (KRE) 0.2 $444k 7.4k 60.35
Lowe's Companies (LOW) 0.2 $443k 1.8k 246.79
Spdr Ser Tr S&p Homebuild (XHB) 0.2 $443k 4.2k 104.50
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $417k 16k 26.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $407k 12k 34.13
Select Sector Spdr Tr Energy (XLE) 0.2 $368k 4.3k 85.66
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $358k 4.6k 78.61
Alphabet Cap Stk Cl C (GOOG) 0.2 $355k 1.9k 190.45
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $354k 9.2k 38.37
Williams Companies (WMB) 0.2 $353k 6.5k 54.12
Vanguard World Health Car Etf (VHT) 0.2 $348k 1.4k 253.75
Microsoft Corporation (MSFT) 0.2 $329k 781.00 421.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $326k 1.1k 289.76
Oneok (OKE) 0.2 $317k 3.2k 100.41
Stryker Corporation (SYK) 0.1 $303k 841.00 360.24
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $295k 12k 25.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $294k 4.6k 63.47
RBB Us Treas 3 Mnth (TBIL) 0.1 $289k 5.8k 49.86
Ishares Tr U.s. Tech Etf (IYW) 0.1 $276k 1.7k 159.56
Investment Managers Ser Tr I Axs Esoterica Ne (WUGI) 0.1 $265k 3.7k 72.50
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $260k 5.0k 52.02
Chart Industries (GTLS) 0.1 $243k 1.3k 190.84
Ftai Aviation SHS (FTAI) 0.1 $242k 1.7k 144.04
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $239k 3.6k 65.81
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $227k 2.2k 104.15
Vaneck Etf Trust Steel Etf (SLX) 0.1 $223k 3.8k 58.46
Fs Kkr Capital Corp (FSK) 0.1 $223k 10k 21.72
Spdr Ser Tr S&p Retail Etf (XRT) 0.1 $219k 2.8k 79.59
International Business Machines (IBM) 0.1 $218k 989.00 219.88
Meta Platforms Cl A (META) 0.1 $216k 368.00 585.51
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $212k 1.1k 184.88
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $211k 2.3k 92.59
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $210k 5.9k 35.82
Nextera Energy (NEE) 0.1 $210k 2.9k 71.70
Visa Com Cl A (V) 0.1 $209k 662.00 316.00
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $207k 9.4k 22.03
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $206k 2.4k 86.89
First Tr Exchange-traded Limited Duration (FSIG) 0.1 $195k 10k 18.87