Pinnacle Family Advisors, LLC Incresed Positions in Q3 2025

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
83.8K
+ 999.26%
$42.67 - $46.91 $3.58M - $3.93M
92.2K $4.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.05K
+ 10.14%
$546.99 - $602.2 $1.67M - $1.83M
33.1K $19.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.3K
+ 8.31%
$617.65 - $666.84 $1.42M - $1.53M
30K $20M
AAPL
Apple Inc.

Technology
1.09K
+ 4.32%
$202.38 - $256.87 $220K - $279K
26.2K $6.67M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
12.5K
+ 38.28%
$79.52 - $89.63 $993K - $1.12M
45.1K $4.02M
NVDA
Nvidia Corp

Technology
1.21K
+ 3.18%
$153.3 - $186.58 $186K - $226K
39.3K $7.34M
SPYG
Spdr Portfolio

ETFs
9.79K
+ 33.28%
$94.33 - $105.31 $923K - $1.03M
39.2K $4.1M
IVV
Ishares Core S&P 500 ETF

ETFs
111
+ 0.47%
$620.67 - $670.08 $68.9K - $74.4K
23.5K $15.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.02K
+ 7.44%
$87.29 - $93.61 $700K - $751K
116K $10.8M
GLD
Spdr Gold Trust

ETFs
2.23K
+ 29.56%
$300.96 - $355.47 $672K - $793K
9.78K $3.48M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.5K
+ 3.1%
$28.92 - $32.19 $188K - $209K
217K $6.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.06K
+ 45.52%
$72.57 - $74.72 $658K - $677K
29K $2.15M
RDVY
First Trust Rising Dividend Ac

ETFs
8.59K
+ 59.87%
$62.38 - $67.29 $536K - $578K
22.9K $1.54M
PLTR
Palantir Technologies Inc.

Technology
847
+ 14.02%
$130.68 - $186.97 $111K - $158K
6.89K $1.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.32K
+ 7.22%
$24.46 - $26.5 $130K - $141K
79K $2.08M
DVY
Ishares Tr

ETFs
259
+ 1.01%
$133.88 - $142.57 $34.7K - $36.9K
25.9K $3.68M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.46K
+ 4.46%
$27.61 - $29.15 $95.5K - $101K
81K $2.36M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.02%
$194.44 - $206.51 $778 - $826
17.9K $3.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
15
+ 0.13%
$135.0 - $146.02 $2.03K - $2.19K
11.2K $1.63M
RSP
Invesco S&P 500 Equal Weight E

ETFs
270
+ 3.19%
$181.56 - $190.33 $49K - $51.4K
8.74K $1.66M
FBT
First Trust Nyse Arca Biotechn

ETFs
265
+ 6.92%
$159.46 - $180.52 $42.3K - $47.8K
4.1K $734K
FAAR
First Trust Vii Alternative Ab

ETFs
1.07K
+ 3.78%
$27.66 - $30.9 $29.5K - $32.9K
29.2K $891K
GOOGL
Alphabet Inc.

Communication Services
54
+ 3.86%
$174.36 - $254.72 $9.42K - $13.8K
1.45K $353K
IVW
Ishares S&P 500 Growth ETF

ETFs
331
+ 5.36%
$108.97 - $121.65 $36.1K - $40.3K
6.51K $786K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.51K
+ 7.18%
$22.45 - $23.2 $78.9K - $81.5K
52.4K $1.21M
FMF
First Trust Managed Futures St

ETFs
688
+ 6.04%
$45.19 - $48.75 $31.1K - $33.5K
12.1K $588K
WMT
Walmart Inc.

Consumer Defensive
361
+ 5.44%
$94.4 - $104.27 $34.1K - $37.6K
7K $721K
MSFT
Microsoft Corp

Technology
97
+ 15.23%
$491.09 - $535.64 $47.6K - $52K
734 $380K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.69K
+ 2.19%
$25.21 - $25.99 $42.7K - $44K
78.9K $2.04M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.22K
+ 6.89%
$25.43 - $27.31 $31K - $33.3K
18.9K $516K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.15K
+ 11.35%
$47.86 - $48.43 $55K - $55.6K
11.3K $543K
PSX
Phillips 66

Energy
215
+ 12.71%
$118.37 - $139.46 $25.4K - $30K
1.91K $259K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.04K
+ 10.12%
$49.05 - $49.99 $51.2K - $52.2K
11.4K $565K
XOM
Exxon Mobil Corp

Energy
189
+ 2.75%
$105.83 - $117.22 $20K - $22.2K
7.07K $796K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
41
+ 0.37%
$54.35 - $59.32 $2.23K - $2.43K
11.1K $658K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
803
+ 2.6%
$43.36 - $44.8 $34.8K - $36K
31.7K $1.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.03%
$182.33 - $194.5 $182 - $195
3.93K $763K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.33K
+ 3.43%
$22.9 - $23.58 $30.5K - $31.4K
40.1K $941K
NEE
Nextera Energy Inc

Utilities
250
+ 8.95%
$69.77 - $77.54 $17.4K - $19.4K
3.04K $229K
BAC
Bank Of America Corp

Financial Services
53
+ 0.74%
$44.92 - $52.42 $2.38K - $2.78K
7.22K $372K
IGV
Ishares Expanded Tech Software

ETFs
27
+ 0.56%
$105.96 - $117.79 $2.86K - $3.18K
4.85K $558K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
151
+ 2.61%
$62.09 - $66.51 $9.38K - $10K
5.95K $387K
WMB
Williams Companies, Inc.

Energy
379
+ 5.81%
$56.52 - $64.01 $21.4K - $24.3K
6.91K $437K
FJP
First Trust Japan Alphadex Fun

ETFs
20
+ 0.51%
$57.54 - $67.32 $1.15K - $1.35K
3.93K $255K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
385
+ 8.86%
$50.85 - $51.35 $19.6K - $19.8K
4.73K $242K
XLI
Industrial Sector Spdr

ETFs
40
+ 2.03%
$147.94 - $154.99 $5.92K - $6.2K
2.01K $309K
IRM
Iron Mountain Inc

Real Estate
225
+ 4.02%
$89.46 - $104.46 $20.1K - $23.5K
5.83K $593K
FTLS
First Tr Long/Short Equity ETF

ETFs
63
+ 1.56%
$65.78 - $69.95 $4.14K - $4.41K
4.1K $286K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
92
+ 1.95%
$75.26 - $80.19 $6.92K - $7.38K
4.81K $383K
Activity Summary
Buys All Purchases 77 New Holdings 13 Increased Positions 64 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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