Pinnacle Family Advisors, LLC Purchases and Sells in Q1 2025

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	37.6K + 136.93%	$74.85 - $84.89 $2.82M - $3.2M	65.1K $5.32M
ORLY	897 + 19.51%	$1187.71 - $1432.58 $1.07M - $1.29M	5.49K $7.87M
SCHV	69.7K + 92.19%	$25.77 - $27.6 $1.8M - $1.92M	145K $3.86M
SPDW	46K + 385.62%	$33.84 - $37.77 $1.56M - $1.74M	57.9K $2.11M
DIA	3.63K + 108.53%	$408.78 - $448.82 $1.48M - $1.63M	6.97K $2.93M
XLY	3.66K + 114.94%	$192.6 - $233.2 $704K - $852K	6.84K $1.35M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	15.1K New	$71.17 - $73.66 $1.07M - $1.11M	15.1K $1.11M
ITA	5.76K New	$144.84 - $159.5 $834K - $918K	5.76K $881K
PLTR	7.84K New	$64.98 - $124.62 $510K - $978K	7.84K $662K
BABA	4.69K New	$80.53 - $147.57 $377K - $692K	4.69K $619K
SMH	2.3K New	$211.47 - $267.17 $487K - $616K	2.3K $487K
KIE	7.38K New	$54.24 - $60.81 $400K - $448K	7.38K $446K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-6.98K - 21.07%	$551.42 - $612.93 $3.85M - $4.28M	26.1K $14.6M
IVV	-6.49K - 22.76%	$554.06 - $615.85 $3.6M - $4M	22K $12.4M
QQQ	-6.59K - 31.37%	$468.34 - $539.52 $3.08M - $3.55M	14.4K $6.76M
SPYG	-31.9K - 58.71%	$80.05 - $92.39 $2.55M - $2.95M	22.4K $1.8M
SCHG	-52.6K - 23.12%	$24.91 - $29.02 $1.31M - $1.53M	175K $4.38M
NVDA	-5.98K - 13.78%	$106.98 - $149.43 $640K - $894K	37.4K $4.06M

Activity Summary All Purchases 64 New Holdings 17 Increased Positions 47 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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