Pinnacle Family Advisors, LLC Portfolio Holdings

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024

Pinnacle Family Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $16.7M, Spdr S&P 500 ETF Trust with a value of $7.38M, O Reilly Automotive Inc with a value of $6.35M, Apple Inc. with a value of $6.26M, and Schwab Strategic Tr Us Large C with a value of $5.92M.

Examining the 13F form we can see an increase of $8.66M in the current position value, from $162M to 171M.

Pinnacle Family Advisors, LLC is based out at Springfield, MO

Below you can find more details about Pinnacle Family Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $171 Million
ETFs: $141 Million
Technology: $12.4 Million
Consumer Cyclical: $11.9 Million
Energy: $1.57 Million
Healthcare: $913,000
Financial Services: $659,000
Real Estate: $650,000
Communication Services: $538,000
Other: $685,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Million 9.78% of portfolio
29,005
Q3 2024 Reduced 11.99%
$0
$7.38 Million 4.31% of portfolio
12,854
Q3 2024 Reduced 53.51%
$74.7B
$6.35 Million 3.71% of portfolio
5,514
Q3 2024 Added 13.08%
$3.68T
$6.26 Million 3.66% of portfolio
26,891
Q3 2024 Reduced 0.68%
$0
$5.92 Million 3.46% of portfolio
56,871
Q3 2024 Reduced 0.86%
$364B
$5.66 Million 3.31% of portfolio
46,581
Q3 2024 Reduced 7.0%
$0
$5.28 Million 3.09% of portfolio
12,487
Q3 2024 Added 291.44%
$0
$5.25 Million 3.07% of portfolio
110,413
Q3 2024 New
$0
$4.89 Million 2.86% of portfolio
10,021
Q3 2024 Reduced 48.4%
$0
$4.14 Million 2.42% of portfolio
62,183
Q3 2024 Reduced 6.0%
$0
$3.96 Million 2.31% of portfolio
73,838
Q3 2024 Reduced 1.7%
$0
$3.78 Million 2.21% of portfolio
83,458
Q3 2024 Reduced 1.06%
$0
$3.77 Million 2.2% of portfolio
39,371
Q3 2024 Added 739.29%
$0
$3.48 Million 2.04% of portfolio
137,809
Q3 2024 New
$0
$3.39 Million 1.98% of portfolio
17,193
Q3 2024 Reduced 0.07%
$0
$3.35 Million 1.96% of portfolio
22,987
Q3 2024 New
$0
$2.99 Million 1.75% of portfolio
45,295
Q3 2024 New
$0
$2.95 Million 1.73% of portfolio
43,701
Q3 2024 Reduced 5.16%
$0
$2.83 Million 1.65% of portfolio
32,225
Q3 2024 Added 2.62%
$0
$2.5 Million 1.46% of portfolio
30,178
Q3 2024 Reduced 54.34%
$0
$2.48 Million 1.45% of portfolio
27,366
Q3 2024 Added 52.01%
$0
$2.32 Million 1.36% of portfolio
27,753
Q3 2024 Reduced 29.97%
$0
$2.09 Million 1.22% of portfolio
15,459
Q3 2024 Added 175.41%
$0
$1.88 Million 1.1% of portfolio
34,410
Q3 2024 New
$0
$1.78 Million 1.04% of portfolio
20,454
Q3 2024 New
$0
$1.78 Million 1.04% of portfolio
68,144
Q3 2024 Added 20.2%
$1.08T
$1.76 Million 1.03% of portfolio
6,729
Q3 2024 Reduced 0.07%
$0
$1.75 Million 1.02% of portfolio
18,771
Q3 2024 New
$0
$1.72 Million 1.01% of portfolio
32,109
Q3 2024 Reduced 2.72%
$0
$1.72 Million 1.01% of portfolio
13,731
Q3 2024 Reduced 6.09%
$0
$1.71 Million 1.0% of portfolio
7,760
Q3 2024 New
$0
$1.69 Million 0.99% of portfolio
31,950
Q3 2024 New
$0
$1.68 Million 0.98% of portfolio
21,175
Q3 2024 New
$0
$1.64 Million 0.96% of portfolio
24,120
Q3 2024 Reduced 5.69%
$0
$1.61 Million 0.94% of portfolio
22,546
Q3 2024 Reduced 40.74%
$0
$1.51 Million 0.89% of portfolio
18,855
Q3 2024 Reduced 4.32%
$0
$1.34 Million 0.78% of portfolio
59,863
Q3 2024 Reduced 1.34%
$0
$1.24 Million 0.72% of portfolio
19,821
Q3 2024 Reduced 10.98%
$0
$1.02 Million 0.6% of portfolio
22,507
Q3 2024 Reduced 3.5%
$0
$983,000 0.57% of portfolio
8,405
Q3 2024 Reduced 11.02%
$0
$944,000 0.55% of portfolio
20,054
Q3 2024 Reduced 0.56%
$0
$927,000 0.54% of portfolio
11,483
Q3 2024 Added 75.37%
$0
$910,000 0.53% of portfolio
19,157
Q3 2024 Added 3.19%
$0
$882,000 0.52% of portfolio
19,755
Q3 2024 New
$0
$893,000 0.52% of portfolio
6,596
Q3 2024 New
$0
$873,000 0.51% of portfolio
4,122
Q3 2024 Reduced 2.92%
$0
$854,000 0.5% of portfolio
18,503
Q3 2024 Added 14.58%
$0
$818,000 0.48% of portfolio
11,595
Q3 2024 Added 75.82%
$0
$828,000 0.48% of portfolio
13,989
Q3 2024 Added 3.67%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $171 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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