Pinnacle Family Advisors

Pinnacle Family Advisors as of March 31, 2025

Portfolio Holdings for Pinnacle Family Advisors

Pinnacle Family Advisors holds 109 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Tr Ii Pinnacle Focused (FCUS) 9.0 $17M 722k 22.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.0 $15M 26k 559.40
Ishares Tr Core S&p500 Etf (IVV) 6.7 $12M 22k 561.90
O'reilly Automotive (ORLY) 4.3 $7.9M 5.5k 1432.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.7 $6.8M 14k 468.91
Apple (AAPL) 3.2 $5.8M 26k 222.13
Ishares Tr Msci Eafe Etf (EFA) 2.9 $5.3M 65k 81.73
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.7 $4.9M 106k 46.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $4.4M 175k 25.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.4 $4.3M 202k 21.53
NVIDIA Corporation (NVDA) 2.2 $4.1M 37k 108.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.1 $3.9M 145k 26.58
Ishares Tr 10+ Yr Invst Grd (IGLB) 2.0 $3.7M 74k 50.23
Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $3.5M 37k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $3.3M 17k 190.58
Ishares Tr Ishares Biotech (IBB) 1.7 $3.0M 24k 127.90
Ishares Tr Us Telecom Etf (IYZ) 1.7 $3.0M 111k 27.39
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.6 $2.9M 7.0k 419.89
Ishares Tr Cohen Steer Reit (ICF) 1.6 $2.9M 47k 61.53
Amazon (AMZN) 1.6 $2.9M 15k 190.26
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.4 $2.7M 40k 65.76
Ishares Tr Select Divid Etf (DVY) 1.2 $2.2M 16k 134.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $2.1M 58k 36.41
Tesla Motors (TSLA) 1.1 $2.1M 7.9k 259.16
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.1 $2.0M 79k 25.54
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.1 $2.0M 46k 43.84
First Tr Exchange-traded Growth Strength (FTGS) 1.1 $2.0M 66k 29.75
Select Sector Spdr Tr Financial (XLF) 1.1 $1.9M 39k 49.81
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $1.8M 22k 80.37
First Tr Exchange Traded Nasd Tech Div (TDIV) 1.0 $1.8M 24k 73.61
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.8M 80k 22.08
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.9 $1.7M 33k 52.52
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.6M 13k 122.01
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.9 $1.6M 23k 68.06
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.8 $1.4M 66k 21.50
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $1.3M 6.8k 197.46
First Tr Value Line Divid In SHS (FVD) 0.7 $1.2M 27k 44.59
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $1.2M 13k 89.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.1M 20k 58.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.1M 15k 73.45
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.6 $1.1M 48k 22.46
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $970k 42k 23.16
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $961k 10k 93.66
Select Sector Spdr Tr Communication (XLC) 0.5 $936k 9.7k 96.45
First Tr Morningstar Divid L SHS (FDL) 0.5 $917k 21k 43.44
Ishares Tr Us Aer Def Etf (ITA) 0.5 $881k 5.8k 153.10
Ishares Tr Core Total Usd (IUSB) 0.5 $879k 19k 46.08
Exxon Mobil Corporation (XOM) 0.5 $850k 7.1k 118.92
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.4 $823k 24k 33.69
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.4 $775k 27k 28.92
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $740k 8.2k 90.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $670k 3.9k 170.89
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $670k 5.6k 119.72
Palantir Technologies Cl A (PLTR) 0.4 $662k 7.8k 84.40
First Tr Exchange-traded Core Investment (FTCB) 0.4 $650k 31k 20.99
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $641k 3.8k 170.13
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $620k 4.7k 132.23
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $578k 7.3k 78.85
Wal-Mart Stores (WMT) 0.3 $577k 6.6k 87.79
First Tr Exchange-traded Intermediate Dur (FIIG) 0.3 $574k 28k 20.75
Ishares Tr Eafe Value Etf (EFV) 0.3 $570k 9.7k 58.94
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $546k 11k 48.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $539k 17k 31.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $538k 1.0k 532.58
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.3 $531k 6.9k 76.72
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $516k 2.3k 222.15
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $514k 11k 47.52
Listed Fd Tr Roundhill Magnif (MAGS) 0.3 $514k 11k 45.86
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.3 $509k 11k 46.12
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $489k 10k 49.16
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $487k 2.3k 211.50
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.3 $481k 8.3k 58.25
Iron Mountain (IRM) 0.3 $481k 5.6k 86.04
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $479k 5.9k 81.67
Vanguard Index Fds Growth Etf (VUG) 0.3 $470k 1.3k 370.82
Spdr Ser Tr S&p Ins Etf (KIE) 0.2 $446k 7.4k 60.53
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $431k 7.5k 57.14
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $428k 6.8k 63.00
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $423k 17k 25.26
Ishares Tr Mbs Etf (MBB) 0.2 $420k 4.5k 93.78
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $416k 4.2k 100.00
Lowe's Companies (LOW) 0.2 $415k 1.8k 233.23
Ishares Tr Expanded Tech (IGV) 0.2 $405k 4.5k 88.99
Williams Companies (WMB) 0.2 $391k 6.5k 59.76
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $359k 9.1k 39.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $337k 4.8k 70.21
Stryker Corporation (SYK) 0.2 $317k 853.00 372.09
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $311k 12k 25.89
Oneok (OKE) 0.2 $310k 3.1k 99.23
Ishares Tr U.s. Tech Etf (IYW) 0.2 $290k 2.1k 140.41
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $285k 1.8k 161.27
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $275k 5.3k 52.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $275k 1.0k 274.79
Alphabet Cap Stk Cl C (GOOG) 0.1 $271k 1.7k 156.25
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.1 $250k 5.4k 46.57
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $247k 6.0k 40.83
International Business Machines (IBM) 0.1 $241k 970.00 248.65
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $235k 3.7k 64.08
Visa Com Cl A (V) 0.1 $232k 661.00 350.72
Ishares Core Msci Emkt (IEMG) 0.1 $230k 4.3k 53.97
Meta Platforms Cl A (META) 0.1 $229k 398.00 576.36
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $229k 10k 22.86
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.1 $220k 4.0k 54.82
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $219k 1.3k 173.56
RBB Us Treas 3 Mnth (TBIL) 0.1 $218k 4.4k 50.01
Phillips 66 (PSX) 0.1 $213k 1.7k 123.47
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $208k 2.3k 92.30
Fs Kkr Capital Corp (FSK) 0.1 $205k 9.8k 20.95
Chevron Corporation (CVX) 0.1 $204k 1.2k 167.26