Pinnacle Family Advisors, LLC Incresed Positions in Q3 2024

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
9.3K
+ 291.44%
$386.81 - $423.12 $3.6M - $3.93M
12.5K $5.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
34.7K
+ 739.29%
$84.77 - $97.13 $2.94M - $3.37M
39.4K $3.77M
DVY
Ishares Tr

ETFs
9.85K
+ 175.41%
$119.99 - $135.74 $1.18M - $1.34M
15.5K $2.09M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
638
+ 13.08%
$1015.62 - $1159.62 $648K - $740K
5.51K $6.35M
FTCS
First Trust Capital Strength E

ETFs
9.36K
+ 52.01%
$83.58 - $90.94 $783K - $851K
27.4K $2.48M
XLU
Utilities Sector Spdr

ETFs
4.94K
+ 75.37%
$67.67 - $80.78 $334K - $399K
11.5K $927K
IHE
Ishares Tr

ETFs
5K
+ 75.82%
$65.61 - $72.86 $328K - $364K
11.6K $818K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.5K
+ 20.2%
$24.86 - $26.33 $285K - $302K
68.1K $1.78M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
823
+ 2.62%
$81.1 - $89.18 $66.7K - $73.4K
32.2K $2.83M
IRM
Iron Mountain Inc

Real Estate
263
+ 5.04%
$89.69 - $119.32 $23.6K - $31.4K
5.48K $650K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.36K
+ 14.58%
$43.73 - $46.29 $103K - $109K
18.5K $854K
XLK
Technology Sector Spdr

ETFs
569
+ 42.12%
$197.34 - $237.68 $112K - $135K
1.92K $433K
WMT
Walmart Inc.

Consumer Defensive
804
+ 17.37%
$66.91 - $81.4 $53.8K - $65.4K
5.43K $438K
RDVY
First Trust Rising Dividend Ac

ETFs
495
+ 3.67%
$53.68 - $59.24 $26.6K - $29.3K
14K $828K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
592
+ 3.19%
$45.2 - $47.87 $26.8K - $28.3K
19.2K $910K
VUG
Vanguard Growth ETF

ETFs
84
+ 6.0%
$341.08 - $391.94 $28.7K - $32.9K
1.48K $569K
VHT
Vanguard Health Care ETF

ETFs
24
+ 1.09%
$261.88 - $288.1 $6.29K - $6.91K
2.23K $630K
OKE
Oneok Inc

Energy
154
+ 5.55%
$78.62 - $95.27 $12.1K - $14.7K
2.93K $266K
DFSD
Dimensional ETF Tr Short Durat

ETFs
702
+ 8.38%
$47.0 - $47.84 $33K - $33.6K
9.08K $433K
MSFT
Microsoft Corp

Technology
115
+ 18.67%
$395.15 - $467.56 $45.4K - $53.8K
731 $314K
FTC
First Tr Lge Cap Growth

ETFs
37
+ 1.24%
$115.51 - $131.45 $4.27K - $4.86K
3.02K $396K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19
+ 0.22%
$36.02 - $41.68 $684 - $792
8.48K $349K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
391
+ 4.29%
$47.95 - $49.61 $18.7K - $19.4K
9.51K $469K
WMB
Williams Companies, Inc.

Energy
211
+ 3.35%
$41.24 - $46.22 $8.7K - $9.75K
6.51K $297K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
45
+ 0.41%
$44.24 - $49.47 $1.99K - $2.23K
11K $543K
QUAL
Ishares Msci Usa Quality Facto

ETFs
8
+ 0.24%
$162.64 - $179.3 $1.3K - $1.43K
3.31K $593K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.85K
+ 15.25%
$26.82 - $30.58 $49.6K - $56.5K
14K $393K
TLT
Ishares Barclays 20+ Year Trea

ETFs
147
+ 6.32%
$89.91 - $101.33 $13.2K - $14.9K
2.47K $242K
JEPI
J P Morgan Exchange Traded Fd

ETFs
141
+ 1.89%
$54.98 - $59.51 $7.75K - $8.39K
7.59K $451K
FAAR
First Trust Vii Alternative Ab

ETFs
1.48K
+ 6.37%
$27.83 - $28.78 $41.3K - $42.7K
24.8K $690K
FXH
First Tr Exchange Trd Fd Healt

ETFs
24
+ 0.7%
$103.09 - $113.83 $2.47K - $2.73K
3.44K $384K
FDT
First Trust Developed Markets

ETFs
66
+ 0.84%
$51.36 - $58.76 $3.39K - $3.88K
7.88K $454K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
27
+ 0.61%
$65.06 - $71.72 $1.76K - $1.94K
4.49K $319K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.09%
$87.56 - $95.49 $175 - $191
2.29K $218K
FSIG
First Tr ETF Iv LTD Duration I
17
+ 0.16%
$18.72 - $19.32 $318 - $328
10.4K $200K
FTGS
First Tr Exchange Traded Fd Gr
13.5K
+ 136.08%
N/A
23.4K $0
Tidal Tr Ii
35.2K
+ 5.54%
N/A
670K $0
First Tr Exchange Traded Fd
2.96K
+ 14.81%
N/A
23K $0
Investment Managers Ser Tr I
50
+ 1.11%
N/A
4.55K $0
FMF
First Trust Managed Futures St

ETFs
181
+ 1.81%
$47.09 - $49.74 $8.52K - $9K
10.2K $482K
GOOG
Alphabet Inc.

Communication Services
75
+ 4.02%
$149.54 - $192.66 $11.2K - $14.4K
1.94K $324K
Activity Summary
Buys All Purchases 66 New Holdings 24 Increased Positions 42 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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