Pinnacle Family Advisors, LLC Incresed Positions 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
XLY
Select Sector Spdr Consumer Di

ETFs
3.66K
+ 114.94%
$192.6 - $233.2 $704K - $852K
6.84K $1.35M
XLF
Financial Sector Spdr

ETFs
10.1K
+ 35.11%
$47.32 - $52.19 $479K - $528K
38.9K $1.94M
FVD
First Tr Value Line Divid Inde

ETFs
5.34K
+ 24.28%
$42.61 - $45.51 $228K - $243K
27.3K $1.22M
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
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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
170
+ 3.67%
$63.07 - $73.5 $10.7K - $12.5K
4.8K $337K
FBT
First Trust Nyse Arca Biotechn

ETFs
177
+ 4.93%
$164.86 - $182.19 $29.2K - $32.2K
3.77K $640K
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
Blackrock ETF Trust Ii
262
+ 5.25%
N/A
5.25K $0
Tidal Tr Ii
1.51K
+ 0.21%
N/A
722K $0
FTGS
First Tr Exchange Traded Fd Gr
20.6K
+ 45.25%
N/A
66.1K $0
First Tr Exchange Traded Fd
269
+ 0.98%
N/A
27.6K $0
FTLS
First Tr Long/Short Equity ETF

ETFs
29
+ 0.8%
$63.42 - $68.17 $1.84K - $1.98K
3.67K $234K
FMF
First Trust Managed Futures St

ETFs
128
+ 1.17%
$45.87 - $48.39 $5.87K - $6.19K
11K $508K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
329
+ 3.03%
$48.06 - $53.73 $15.8K - $17.7K
11.2K $546K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
115
+ 0.59%
$57.21 - $65.8 $6.58K - $7.57K
19.6K $1.14M
IRM
Iron Mountain Inc

Real Estate
20
+ 0.36%
$82.79 - $111.31 $1.66K - $2.23K
5.59K $480K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
272
+ 1.19%
$68.07 - $78.99 $18.5K - $21.5K
23.2K $1.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.78K
+ 0.89%
$21.23 - $23.75 $37.7K - $42.2K
202K $4.34M
IVW
Ishares S&P 500 Growth ETF

ETFs
256
+ 0.69%
$92.45 - $106.69 $23.7K - $27.3K
37.2K $3.46M
TSLA
Tesla, Inc.

Consumer Cyclical
1.46K
+ 22.44%
$222.15 - $428.22 $323K - $623K
7.94K $2.06M
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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