Pinnacle Family Advisors, LLC Purchases in Q2 2025

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
15.6K
+ 108.47%
$416.06 - $551.64 $6.5M - $8.62M
30K $16.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
42.7K
+ 65.59%
$72.96 - $90.39 $3.12M - $3.86M
108K $9.64M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
33.7K
New
$70.44 - $86.87 $2.38M - $2.93M
33.7K $2.93M
SPMD
Spdr Portfolio

ETFs
51.8K
New
$44.89 - $54.38 $2.33M - $2.82M
51.8K $2.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.52K
+ 5.83%
$496.48 - $617.85 $757K - $942K
27.7K $17.1M
GLD
Spdr Gold Trust

ETFs
7.55K
New
$273.71 - $316.29 $2.07M - $2.39M
7.55K $2.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.39K
+ 6.29%
$498.8 - $620.9 $691K - $861K
23.4K $14.5M
NVDA
Nvidia Corp

Technology
703
+ 1.88%
$94.31 - $157.99 $66.3K - $111K
38.1K $6.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
35.3K
+ 20.19%
$22.27 - $29.21 $786K - $1.03M
210K $6.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.47K
New
$152.93 - $181.74 $1.29M - $1.54M
8.47K $1.54M
DVY
Ishares Tr

ETFs
9.34K
+ 57.25%
$118.37 - $134.86 $1.11M - $1.26M
25.7K $3.41M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.43K
+ 40.7%
$60.22 - $80.1 $568K - $756K
32.6K $2.61M
AMZN
Amazon Com Inc

Consumer Cyclical
2.67K
+ 17.7%
$167.32 - $223.3 $447K - $596K
17.8K $3.9M
SPYG
Spdr Portfolio

ETFs
6.98K
+ 31.11%
$71.83 - $95.32 $501K - $665K
29.4K $2.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.7K
+ 32.3%
$32.66 - $40.75 $611K - $762K
76.6K $3.1M
RDVY
First Trust Rising Dividend Ac

ETFs
14.4K
New
$51.6 - $62.74 $741K - $901K
14.4K $900K
FDN
First Tr Fd Dow Jones

ETFs
2.07K
+ 88.97%
$200.29 - $269.33 $414K - $556K
4.39K $1.18M
TDIV
First Trust Nasdaq Technology

ETFs
1.72K
+ 7.12%
$64.41 - $90.17 $111K - $155K
25.9K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
276
+ 3.48%
$221.86 - $362.89 $61.2K - $100K
8.21K $2.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.81K
+ 31.84%
$72.02 - $73.82 $346K - $355K
19.9K $1.47M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.36K
+ 108.34%
$149.56 - $212.83 $204K - $290K
2.62K $558K
BAC
Bank Of America Corp

Financial Services
7.17K
New
$34.39 - $47.46 $247K - $340K
7.17K $339K
XLK
Technology Sector Spdr

ETFs
1.32K
New
$179.73 - $253.23 $238K - $335K
1.32K $335K
MSFT
Microsoft Corp

Technology
637
New
$354.56 - $497.45 $226K - $317K
637 $316K
XLI
Industrial Sector Spdr

ETFs
1.97K
New
$116.42 - $147.52 $229K - $290K
1.97K $290K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.27K
New
$48.48 - $67.3 $207K - $287K
4.27K $287K
MSTR
Microstrategy Inc

Technology
685
New
$237.95 - $421.61 $163K - $289K
685 $276K
XLE
Energy Sector Spdr

ETFs
3.22K
New
$76.44 - $94.13 $246K - $303K
3.22K $272K
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.57K
New
$37.08 - $42.26 $243K - $277K
6.57K $271K
XLV
Select Sector Spdr Fund Health

ETFs
1.95K
New
$128.77 - $144.3 $251K - $281K
1.95K $262K
GOOGL
Alphabet Inc.

Communication Services
1.4K
New
$144.7 - $178.6 $203K - $250K
1.4K $246K
IVE
Ishares S&P 500 Value ETF

ETFs
793
+ 4.63%
$168.34 - $195.42 $133K - $155K
17.9K $3.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.35K
New
$50.09 - $51.09 $218K - $222K
4.35K $221K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.12K
New
$29.12 - $35.84 $178K - $219K
6.12K $219K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
6.61K
New
$25.92 - $33.03 $171K - $218K
6.61K $218K
FSIG
First Tr ETF Iv LTD Duration I
10.5K
New
$18.77 - $19.14 $197K - $200K
10.5K $200K
NEE
Nextera Energy Inc

Utilities
2.79K
New
$64.11 - $75.0 $179K - $209K
2.79K $193K
EFV
Msci Eafe Value ETF

ETFs
2.27K
+ 23.49%
$52.4 - $64.65 $119K - $147K
12K $758K
IEMG
Ishares Inc

ETFs
2.79K
+ 65.28%
N/A
7.06K $378K
DSL
Double Line Income Solutions Fund

Financial Services
10.3K
New
$11.15 - $12.57 $115K - $130K
10.3K $126K
IGV
Ishares Expanded Tech Software

ETFs
276
+ 6.07%
$80.15 - $109.5 $22.1K - $30.2K
4.83K $528K
IRM
Iron Mountain Inc

Real Estate
13
+ 0.23%
$76.93 - $105.25 $1K - $1.37K
5.6K $574K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
154
+ 8.73%
$139.8 - $197.22 $21.5K - $30.4K
1.92K $378K
META
Meta Platforms, Inc.

Communication Services
34
+ 8.54%
$484.66 - $738.09 $16.5K - $25.1K
432 $318K
DFAI
Dimensional ETF Tr

ETFs
619
+ 3.59%
$28.02 - $34.71 $17.3K - $21.5K
17.9K $618K
WMT
Walmart Inc.

Consumer Defensive
67
+ 1.02%
$81.79 - $99.98 $5.48K - $6.7K
6.64K $649K
CVX
Chevron Corp

Energy
594
+ 48.73%
$133.73 - $168.51 $79.4K - $100K
1.81K $259K
FTCS
First Trust Capital Strength E

ETFs
375
+ 2.87%
$81.6 - $92.39 $30.6K - $34.6K
13.4K $1.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7
+ 0.18%
$152.42 - $182.82 $1.07K - $1.28K
3.93K $717K
Activity Summary
Buys All Purchases 80 New Holdings 25 Increased Positions 55 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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