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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, SPY, QQQ, XLG, and represent 36.60% of Pinnacle Family Advisors's stock portfolio.
Added to shares of these 10 stocks: MDYG (+$6.7M), SPYG, SCHB, CALF, SLYG, XRT, SKYY, SLYV, ORLY, FDN.
Started 22 new stock positions in FTXN, XLRE, XRT, SHOP, IBM, IUSV, KIE, MDYG, NEE, CALF. DYNF, IHE, XBI, SLYV, ANF, FPX, SKYY, SYK, FEP, OKE, SPMD, CIBR.
Reduced shares in these 10 stocks: IVW, , DIA, SCHG, IVV, XLK, QQQ, , XLY, XLF.
Sold out of its positions in QTEC, LGOV, FTXO, HAL, SPHD, IVW, SHY, IGV, SHV, LMT. SPYV, BIL, XLB, XLE, SMH.
Pinnacle Family Advisors was a net buyer of stock by $4.0M.
Pinnacle Family Advisors has $188M in assets under management (AUM), dropping by 10.31%.
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 100 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.8	$20M	-8%	39k	525.73	View chart
Tidal Tr Ii Pinnacle Focused (FCUS)	9.3	$17M		614k	28.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.7	$13M	+3%	24k	523.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.3	$12M	-11%	26k	444.02	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	3.6	$6.7M	+5%	160k	42.13	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	3.5	$6.7M	NEW	76k	87.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.4	$6.3M	-24%	68k	92.72	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	3.0	$5.7M		130k	43.60	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	3.0	$5.7M	+36%	65k	87.23	View chart
O'reilly Automotive (ORLY)	2.9	$5.4M	+26%	4.8k	1128.95	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.7	$5.0M	+564%	68k	73.15	View chart
NVIDIA Corporation (NVDA)	2.6	$4.8M	+16%	5.4k	903.49	View chart
Apple (AAPL)	2.5	$4.7M		27k	171.48	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.4	$4.5M	-3%	71k	64.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.2	$4.2M	+228%	69k	61.05	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$3.7M	+8%	60k	61.53	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	1.8	$3.3M	-2%	65k	51.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$3.3M	+6%	17k	186.81	View chart
Amazon (AMZN)	1.7	$3.2M	-6%	18k	180.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$2.7M	-2%	34k	79.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$1.8M		16k	115.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.8M		13k	135.06	View chart
Tesla Motors (TSLA)	0.9	$1.7M	-8%	9.6k	175.79	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.8	$1.6M	+51%	62k	25.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.6M	+3%	18k	85.65	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.8	$1.5M	NEW	31k	49.16	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.8	$1.5M	+170%	7.4k	205.09	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.8	$1.5M	-72%	3.7k	397.81	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$1.4M	-5%	27k	51.60	View chart
Spdr Ser Tr S&p Retail Etf (XRT)	0.7	$1.4M	NEW	17k	78.99	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.7	$1.3M	NEW	14k	95.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.3M	+20%	21k	62.06	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.7	$1.3M	NEW	15k	82.97	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.7	$1.2M	+2%	18k	69.67	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.6	$1.2M	+8%	41k	28.79	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$929k	+57%	20k	45.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$894k		19k	46.00	View chart
Exxon Mobil Corporation (XOM)	0.5	$854k		7.3k	116.23	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$773k		14k	56.17	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.4	$757k		9.9k	76.38	View chart
Ishares Msci Gbl Etf New (PICK)	0.4	$728k	-6%	18k	41.70	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.4	$723k	NEW	6.8k	105.81	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$723k	-2%	6.1k	118.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$692k		5.6k	123.19	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.4	$670k	NEW	7.1k	94.89	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.4	$658k	NEW	12k	56.39	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$648k	NEW	16k	39.53	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$609k	-44%	4.8k	125.96	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$594k	-60%	3.2k	183.89	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$590k		14k	42.23	View chart
Vanguard World Health Car Etf (VHT)	0.3	$590k		2.2k	270.49	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$587k	+18%	11k	54.40	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$582k	-2%	6.3k	92.42	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$510k	+4%	10k	50.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$506k		17k	30.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$495k	-20%	5.9k	83.57	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$476k	+9%	4.6k	103.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$472k	+6%	8.2k	57.86	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$471k	-57%	11k	42.12	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$461k		8.2k	56.12	View chart
Lowe's Companies (LOW)	0.2	$458k		1.8k	254.68	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$456k	-78%	2.2k	208.27	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$453k		13k	35.84	View chart
Iron Mountain (IRM)	0.2	$419k		5.2k	80.20	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$417k		3.4k	123.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$411k		978.00	420.52	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.2	$385k		3.5k	109.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$384k	-39%	2.3k	164.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$370k		1.1k	344.20	View chart
Wal-Mart Stores (WMT)	0.2	$355k	+245%	5.9k	60.17	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$355k	-2%	7.3k	48.25	View chart
Stryker Corporation (SYK)	0.2	$348k	NEW	973.00	358.04	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.2	$341k	NEW	6.5k	52.07	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.2	$338k	NEW	5.0k	67.89	View chart
Shopify Cl A (SHOP)	0.2	$308k	NEW	4.0k	77.17	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$307k	+21%	8.5k	36.19	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$302k		4.5k	67.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$292k		1.1k	259.85	View chart
Phillips 66 (PSX)	0.2	$286k		1.8k	163.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$284k	-5%	1.9k	152.26	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$278k	-13%	5.5k	50.69	View chart
Microsoft Corporation (MSFT)	0.1	$261k	-10%	620.00	420.93	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$252k	+7%	13k	18.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$252k	+3%	10k	24.72	View chart
Abercrombie & Fitch Cl A (ANF)	0.1	$251k	NEW	2.0k	125.33	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$250k	NEW	4.7k	53.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$248k	+12%	2.6k	94.62	View chart
Williams Companies (WMB)	0.1	$247k		6.3k	38.97	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$242k	-2%	5.2k	47.04	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$238k	-55%	1.6k	147.73	View chart
International Business Machines (IBM)	0.1	$234k	NEW	1.2k	190.91	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$216k	NEW	4.9k	44.40	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$209k	-18%	4.0k	51.60	View chart
First Tr Exchange-traded Nasdq Oil Gas (FTXN)	0.1	$208k	NEW	6.5k	32.30	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$208k		9.1k	22.87	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$207k	NEW	2.3k	90.43	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$206k	NEW	5.5k	37.58	View chart
Nextera Energy (NEE)	0.1	$202k	NEW	3.2k	63.91	View chart
Oneok (OKE)	0.1	$201k	NEW	2.5k	80.18	View chart
Fs Kkr Capital Corp (FSK)	0.1	$199k	-5%	10k	19.07	View chart

Past Filings by Pinnacle Family Advisors

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

Pinnacle Family Advisors 2024 Q1 filed May 15, 2024
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

View all past filings

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