Pinnacle Family Advisors, LLC Purchases in Q1 2025

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
37.6K
+ 136.93%
$74.85 - $84.89 $2.82M - $3.2M
65.1K $5.32M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
897
+ 19.51%
$1187.71 - $1432.58 $1.07M - $1.29M
5.49K $7.87M
SCHV
Schwab Strategic Tr Us Large C

ETFs
69.7K
+ 92.19%
$25.77 - $27.6 $1.8M - $1.92M
145K $3.86M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46K
+ 385.62%
$33.84 - $37.77 $1.56M - $1.74M
57.9K $2.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.63K
+ 108.53%
$408.78 - $448.82 $1.48M - $1.63M
6.97K $2.93M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.1K
New
$71.17 - $73.66 $1.07M - $1.11M
15.1K $1.11M
ITA
Ishares Tr

ETFs
5.76K
New
$144.84 - $159.5 $834K - $918K
5.76K $881K
PLTR
Palantir Technologies Inc.

Technology
7.84K
New
$64.98 - $124.62 $510K - $978K
7.84K $662K
XLY
Select Sector Spdr Consumer Di

ETFs
3.66K
+ 114.94%
$192.6 - $233.2 $704K - $852K
6.84K $1.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.69K
New
$80.53 - $147.57 $377K - $692K
4.69K $619K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.3K
New
$211.47 - $267.17 $487K - $616K
2.3K $487K
KIE
Spdr S&P Insurance ETF

ETFs
7.38K
New
$54.24 - $60.81 $400K - $448K
7.38K $446K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.8K
New
$62.72 - $71.92 $426K - $489K
6.8K $428K
IGV
Ishares Expanded Tech Software

ETFs
4.55K
New
$88.3 - $107.83 $402K - $491K
4.55K $404K
FVD
First Tr Value Line Divid Inde

ETFs
5.34K
+ 24.28%
$42.61 - $45.51 $228K - $243K
27.3K $1.22M
IEMG
Ishares Inc

ETFs
4.27K
New
N/A
4.27K $228K
FJP
First Trust Japan Alphadex Fun

ETFs
4.01K
New
$49.98 - $57.59 $200K - $231K
4.01K $219K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.26K
New
$173.56 - $210.67 $219K - $265K
1.26K $218K
PSX
Phillips 66

Energy
1.73K
New
$113.93 - $131.55 $197K - $227K
1.73K $213K
XLC
Select Sector Spdr Tr Communic

ETFs
2.22K
+ 29.6%
$94.84 - $105.31 $210K - $233K
9.7K $935K
TDIV
First Trust Nasdaq Technology

ETFs
4.1K
+ 20.48%
$73.39 - $83.95 $301K - $344K
24.1K $1.78M
CVX
Chevron Corp

Energy
1.22K
New
$146.71 - $167.97 $179K - $205K
1.22K $203K
DVY
Ishares Tr

ETFs
610
+ 3.88%
$128.58 - $138.1 $78.4K - $84.2K
16.3K $2.19M
XOM
Exxon Mobil Corp

Energy
332
+ 4.87%
$105.44 - $118.93 $35K - $39.5K
7.15K $849K
LGOV
First Tr ETF Iv Long Duration

ETFs
3.45K
+ 5.5%
$20.41 - $21.7 $70.4K - $74.9K
66.2K $1.42M
XLP
Consumer Staples Sector Spdr

ETFs
1.31K
+ 28.65%
N/A
5.86K $445K
QUAL
Ishares Msci Usa Quality Facto

ETFs
662
+ 20.32%
$168.16 - $186.21 $111K - $123K
3.92K $669K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.96K
+ 6.55%
$21.77 - $22.56 $64.4K - $66.7K
48.1K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.9%
$442.66 - $534.52 $3.98K - $4.81K
1.01K $538K
IVE
Ishares S&P 500 Value ETF

ETFs
431
+ 2.58%
$185.78 - $198.58 $80.1K - $85.6K
17.1K $3.26M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
621
+ 54.28%
$161.27 - $192.3 $100K - $119K
1.77K $284K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.13K
+ 5.36%
$22.46 - $23.26 $47.9K - $49.6K
41.9K $970K
DFAI
Dimensional ETF Tr

ETFs
588
+ 3.53%
$28.88 - $32.4 $17K - $19.1K
17.3K $539K
FBT
First Trust Nyse Arca Biotechn

ETFs
177
+ 4.93%
$164.86 - $182.19 $29.2K - $32.2K
3.77K $640K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
170
+ 3.67%
$63.07 - $73.5 $10.7K - $12.5K
4.8K $337K
WMB
Williams Companies, Inc.

Energy
19
+ 0.29%
$54.02 - $61.09 $1.03K - $1.16K
6.55K $391K
FAAR
First Trust Vii Alternative Ab

ETFs
410
+ 1.55%
$27.81 - $28.97 $11.4K - $11.9K
26.8K $774K
FEP
First Trust Europe Alphadex Fu

ETFs
178
+ 3.03%
$35.43 - $42.94 $6.31K - $7.64K
6.05K $246K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.02K
+ 6.67%
$21.75 - $24.28 $109K - $122K
80.3K $1.77M
FEM
First Trust Emerging Markets A

ETFs
609
+ 6.47%
$21.28 - $23.9 $13K - $14.6K
10K $229K
DFAE
Dimensional ETF Tr

ETFs
402
+ 3.46%
$24.64 - $26.86 $9.91K - $10.8K
12K $311K
SYK
Stryker Corp

Healthcare
12
+ 1.43%
$355.18 - $399.9 $4.26K - $4.8K
853 $317K
IYW
Ishares Dj Us Tech ETF

ETFs
332
+ 19.18%
$140.44 - $166.79 $46.6K - $55.4K
2.06K $289K
META
Meta Platforms, Inc.

Communication Services
30
+ 8.15%
$576.36 - $736.67 $17.3K - $22.1K
398 $229K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
836
+ 5.25%
$24.88 - $26.85 $20.8K - $22.4K
16.8K $423K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
24
+ 0.24%
$48.31 - $49.23 $1.16K - $1.18K
9.95K $489K
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.37K
New
N/A
5.37K $0
Blackrock ETF Trust Ii
262
+ 5.25%
N/A
5.25K $0
First Tr Exchange Traded Fd
30.9K
New
N/A
30.9K $0
Activity Summary
Buys All Purchases 64 New Holdings 17 Increased Positions 47 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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