Pinnacle Family Advisors, LLC New Holdings in Q2 2025

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
33.7K
New
$70.44 - $86.87 $2.38M - $2.93M
33.7K $2.93M
SPMD
Spdr Portfolio

ETFs
51.8K
New
$44.89 - $54.38 $2.33M - $2.82M
51.8K $2.82M
GLD
Spdr Gold Trust

ETFs
7.55K
New
$273.71 - $316.29 $2.07M - $2.39M
7.55K $2.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.47K
New
$152.93 - $181.74 $1.29M - $1.54M
8.47K $1.54M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
17K
New
$68.13 - $74.77 $1.16M - $1.27M
17K $1.24M
RDVY
First Trust Rising Dividend Ac

ETFs
14.4K
New
$51.6 - $62.74 $741K - $901K
14.4K $900K
BAC
Bank Of America Corp

Financial Services
7.17K
New
$34.39 - $47.46 $247K - $340K
7.17K $339K
XLK
Technology Sector Spdr

ETFs
1.32K
New
$179.73 - $253.23 $238K - $335K
1.32K $335K
MSFT
Microsoft Corp

Technology
637
New
$354.56 - $497.45 $226K - $317K
637 $316K
XLI
Industrial Sector Spdr

ETFs
1.97K
New
$116.42 - $147.52 $229K - $290K
1.97K $290K
MSTR
Microstrategy Inc

Technology
685
New
$237.95 - $421.61 $163K - $289K
685 $276K
XLE
Energy Sector Spdr

ETFs
3.22K
New
$76.44 - $94.13 $246K - $303K
3.22K $272K
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.57K
New
$37.08 - $42.26 $243K - $277K
6.57K $271K
XLV
Select Sector Spdr Fund Health

ETFs
1.95K
New
$128.77 - $144.3 $251K - $281K
1.95K $262K
GOOGL
Alphabet Inc.

Communication Services
1.4K
New
$144.7 - $178.6 $203K - $250K
1.4K $246K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.35K
New
$50.09 - $51.09 $218K - $222K
4.35K $221K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.12K
New
$29.12 - $35.84 $178K - $219K
6.12K $219K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
6.61K
New
$25.92 - $33.03 $171K - $218K
6.61K $218K
FSIG
First Tr ETF Iv LTD Duration I
10.5K
New
$18.77 - $19.14 $197K - $200K
10.5K $200K
NEE
Nextera Energy Inc

Utilities
2.79K
New
$64.11 - $75.0 $179K - $209K
2.79K $193K
DSL
Double Line Income Solutions Fund

Financial Services
10.3K
New
$11.15 - $12.57 $115K - $130K
10.3K $126K
Investment Managers Ser Tr I
19.7K
New
N/A
19.7K $0
Coreweave Inc
5.9K
New
N/A
5.9K $0
Blackrock ETF Trust
6.31K
New
N/A
6.31K $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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