Pinnacle Family Advisors, LLC Purchases in Q4 2024

Pinnacle Family Advisors, LLC

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
20.3K
+ 157.66%
$567.81 - $607.81 $11.5M - $12.3M
33.1K $19.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11K
+ 109.5%
$481.22 - $538.17 $5.28M - $5.91M
21K $10.7M
SPYG
Spdr Portfolio

ETFs
24.2K
+ 80.03%
$81.74 - $91.38 $1.97M - $2.21M
54.3K $4.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
75.6K
New
$25.79 - $80.4 $1.95M - $6.08M
75.6K $1.97M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14.8K
+ 72.25%
$84.34 - $95.14 $1.25M - $1.41M
35.2K $3.07M
MSTR
Microstrategy Inc

Technology
3.62K
New
$162.69 - $473.83 $589K - $1.72M
3.62K $1.05M
FDN
First Tr Fd Dow Jones

ETFs
3.69K
+ 89.57%
$210.5 - $257.24 $777K - $950K
7.81K $1.9M
XLF
Financial Sector Spdr

ETFs
14.9K
+ 107.08%
$44.89 - $51.34 $669K - $765K
28.8K $1.39M
XLC
Select Sector Spdr Tr Communic

ETFs
7.48K
New
$89.66 - $102.16 $671K - $765K
7.48K $724K
XLY
Select Sector Spdr Consumer Di

ETFs
3.18K
New
$194.8 - $239.43 $619K - $761K
3.18K $713K
VCAR
Simplify Exchange Traded Fds V

ETFs
25.1K
New
$10.25 - $29.76 $258K - $748K
25.1K $599K
FBT
First Trust Nyse Arca Biotechn

ETFs
3.59K
New
$161.65 - $178.69 $580K - $641K
3.59K $596K
FDL
First Tr Morningstar Dividend

ETFs
12.3K
+ 121.07%
$39.59 - $43.95 $485K - $539K
22.4K $901K
FPX
First Trust Us Equity Opportun

ETFs
3.82K
New
$109.38 - $131.9 $418K - $504K
3.82K $456K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.97K
+ 88.8%
$88.59 - $94.57 $440K - $470K
10.6K $938K
SCHG
Schwab Strategic Tr Us Large C

ETFs
170K
+ 299.66%
$25.93 - $105.3 $4.42M - $17.9M
227K $6.33M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
138K
+ 221.46%
$22.01 - $66.82 $3.03M - $9.2M
200K $4.54M
XLE
Energy Sector Spdr

ETFs
4.29K
New
$83.32 - $97.27 $357K - $417K
4.29K $367K
XLP
Consumer Staples Sector Spdr

ETFs
4.56K
New
N/A
4.56K $346K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 1.12%
$46.94 - $51.62 $58.3K - $64.1K
112K $5.58M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.1K
+ 20.7%
$24.94 - $26.14 $352K - $369K
82.3K $2.06M
EFV
Msci Eafe Value ETF

ETFs
5.64K
+ 105.25%
$51.78 - $57.15 $292K - $322K
11K $576K
GTLS
Chart Industries Inc

Industrials
1.28K
New
$119.65 - $202.35 $153K - $258K
1.28K $243K
SLX
Vaneck ETF Tr Steel ETF

ETFs
3.82K
New
$57.96 - $73.7 $221K - $281K
3.82K $223K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
2.76K
New
$74.89 - $84.46 $206K - $233K
2.76K $219K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.14K
New
$170.03 - $192.78 $195K - $221K
1.14K $211K
V
Visa Inc.

Financial Services
662
New
$273.87 - $320.91 $181K - $212K
662 $209K
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 24.55%
$79.1 - $95.7 $106K - $128K
6.77K $611K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.07K
+ 20.31%
$45.07 - $47.1 $184K - $192K
24.1K $1.09M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
26.6K
+ 144.02%
$22.02 - $46.16 $587K - $1.23M
45.2K $996K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.03K
+ 33.32%
$46.75 - $47.8 $141K - $145K
12.1K $567K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
357
+ 1.58%
$70.54 - $79.61 $25.2K - $28.4K
22.9K $1.74M
SCHX
Schwab Strategic Tr Us Large C

ETFs
51.1K
+ 211.95%
$22.4 - $68.28 $1.15M - $3.49M
75.2K $1.74M
TDIV
First Trust Nasdaq Technology

ETFs
1.18K
+ 6.25%
$78.03 - $82.13 $92K - $96.8K
20K $1.57M
ITOT
Ishares Core S&P Total U.S. St

ETFs
123
+ 0.9%
$124.26 - $134.12 $15.3K - $16.5K
13.9K $1.78M
WMB
Williams Companies, Inc.

Energy
19
+ 0.29%
$46.37 - $59.74 $881 - $1.14K
6.53K $353K
OKE
Oneok Inc

Energy
225
+ 7.69%
$92.28 - $117.05 $20.8K - $26.3K
3.15K $316K
FAAR
First Trust Vii Alternative Ab

ETFs
1.58K
+ 6.36%
$27.44 - $28.42 $43.3K - $44.8K
26.4K $738K
FMF
First Trust Managed Futures St

ETFs
750
+ 7.38%
$46.63 - $49.57 $35K - $37.2K
10.9K $518K
KRE
Spdr S&P Regional Banking ETF

ETFs
55
+ 0.75%
$54.6 - $68.9 $3K - $3.79K
7.36K $444K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
890
+ 26.61%
$104.5 - $125.64 $93K - $112K
4.24K $442K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.95K
+ 13.97%
$26.01 - $28.19 $50.8K - $55K
15.9K $416K
FTLS
First Tr Long/Short Equity ETF

ETFs
194
+ 5.63%
$63.1 - $67.29 $12.2K - $13.1K
3.64K $239K
MSFT
Microsoft Corp

Technology
50
+ 6.84%
$406.35 - $454.46 $20.3K - $22.7K
781 $329K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
420
+ 4.42%
$48.48 - $49.47 $20.4K - $20.8K
9.93K $483K
IBM
International Business Machines Corp

Technology
38
+ 4.0%
$204.9 - $238.04 $7.79K - $9.05K
989 $217K
FEM
First Trust Emerging Markets A

ETFs
966
+ 11.43%
$22.03 - $24.21 $21.3K - $23.4K
9.42K $207K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
738
+ 8.71%
$38.37 - $42.82 $28.3K - $31.6K
9.22K $353K
JEPI
J P Morgan Exchange Traded Fd

ETFs
296
+ 3.9%
$57.53 - $60.83 $17K - $18K
7.89K $453K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email