Pinnacle Family Advisors, LLC Incresed Positions 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
SPY
Spdr S&P 500 ETF Trust

ETFs
1.52K
+ 5.83%
$496.48 - $617.85 $757K - $942K
27.7K $17.1M
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
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
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
IVE
Ishares S&P 500 Value ETF

ETFs
793
+ 4.63%
$168.34 - $195.42 $133K - $155K
17.9K $3.5M
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
IGV
Ishares Expanded Tech Software

ETFs
276
+ 6.07%
$80.15 - $109.5 $22.1K - $30.2K
4.83K $528K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
154
+ 8.73%
$139.8 - $197.22 $21.5K - $30.4K
1.92K $378K
IRM
Iron Mountain Inc

Real Estate
13
+ 0.23%
$76.93 - $105.25 $1K - $1.37K
5.6K $574K
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
IBM
International Business Machines Corp

Technology
4
+ 0.41%
$221.03 - $294.78 $884 - $1.18K
974 $287K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
432
+ 19.2%
$81.46 - $94.63 $35.2K - $40.9K
2.68K $253K
DFAE
Dimensional ETF Tr

ETFs
157
+ 1.31%
$22.87 - $28.95 $3.59K - $4.55K
12.2K $352K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
244
+ 0.74%
$51.1 - $53.29 $12.5K - $13K
33.3K $1.78M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
803
+ 1.67%
$21.85 - $22.76 $17.5K - $18.3K
48.9K $1.11M
FTLS
First Tr Long/Short Equity ETF

ETFs
370
+ 10.09%
$60.06 - $66.28 $22.2K - $24.5K
4.04K $267K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
924
+ 5.51%
$24.61 - $25.89 $22.7K - $23.9K
17.7K $455K
IGLB
Ishares 10+ Year Investment Gr

ETFs
631
+ 0.85%
$47.55 - $50.44 $30K - $31.8K
74.9K $3.76M
FEM
First Trust Emerging Markets A

ETFs
217
+ 2.16%
$19.94 - $24.69 $4.33K - $5.36K
10.2K $251K
SYK
Stryker Corp

Healthcare
1
+ 0.12%
$337.37 - $395.63 $337 - $396
854 $337K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
363
+ 3.65%
$48.5 - $49.35 $17.6K - $17.9K
10.3K $508K
FTA
First Tr Large Cap Value

ETFs
56
+ 0.81%
$67.12 - $78.63 $3.76K - $4.4K
6.98K $549K
LGOV
First Tr ETF Iv Long Duration

ETFs
672
+ 1.01%
$20.73 - $21.92 $13.9K - $14.7K
66.9K $1.43M
FAAR
First Trust Vii Alternative Ab

ETFs
1.39K
+ 5.2%
$25.68 - $29.03 $35.8K - $40.5K
28.2K $781K
JEPI
J P Morgan Exchange Traded Fd

ETFs
142
+ 1.88%
$51.14 - $57.0 $7.26K - $8.09K
7.69K $437K
FMF
First Trust Managed Futures St

ETFs
353
+ 3.2%
$44.79 - $46.43 $15.8K - $16.4K
11.4K $514K
V
Visa Inc.

Financial Services
2
+ 0.3%
$308.27 - $373.31 $617 - $747
663 $235K
MBB
Ishares Tr

ETFs
16
+ 0.36%
$91.41 - $94.22 $1.46K - $1.51K
4.5K $422K
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.45K
+ 101.4%
N/A
10.8K $0
Blackrock ETF Trust Ii
400
+ 7.62%
N/A
5.65K $0
AFLG
First Tr Exchange Traded Fd Vi
7.85K
+ 32.16%
N/A
32.3K $0
First Tr Exchange Traded Fd
8.12K
+ 26.24%
N/A
39.1K $0
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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