Pinnacle Family Advisors, LLC Reduced Holdings in Q2 2025

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-150K
- 74.33%
$19.1 - $23.83 $2.86M - $3.57M
51.8K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-31K
- 83.4%
$82.96 - $110.1 $2.58M - $3.42M
6.18K $680K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-67.8K
- 46.63%
$23.55 - $27.67 $1.6M - $1.87M
77.6K $2.15M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4.02K
- 57.62%
$376.48 - $440.65 $1.51M - $1.77M
2.95K $1.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.8K
- 70.38%
$51.16 - $62.02 $704K - $854K
5.79K $359K
AAPL
Apple Inc.

Technology
-1.04K
- 3.97%
$172.42 - $223.89 $179K - $232K
25.1K $5.15M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-14.7K
- 32.31%
$42.72 - $44.24 $629K - $652K
30.9K $1.35M
FDL
First Tr Morningstar Dividend

ETFs
-14.3K
- 67.66%
$38.19 - $43.19 $546K - $617K
6.83K $285K
XLC
Select Sector Spdr Tr Communic

ETFs
-6.85K
- 70.63%
$86.13 - $108.53 $590K - $743K
2.85K $309K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-24.4K
- 22.97%
$40.94 - $52.1 $998K - $1.27M
81.7K $4.26M
FVD
First Tr Value Line Divid Inde

ETFs
-9.67K
- 35.37%
$40.62 - $45.12 $393K - $436K
17.7K $789K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.96K
- 22.23%
$58.41 - $72.69 $523K - $651K
31.3K $2.28M
XLU
Utilities Sector Spdr

ETFs
-2.74K
- 37.33%
$73.09 - $82.77 $200K - $226K
4.59K $375K
XLP
Consumer Staples Sector Spdr

ETFs
-2.62K
- 44.71%
N/A
3.24K $246K
KIE
Spdr S&P Insurance ETF

ETFs
-3.15K
- 42.64%
$53.63 - $61.12 $169K - $192K
4.23K $252K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.06K
- 20.09%
$85.42 - $94.39 $176K - $195K
8.2K $769K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.91K
- 20.51%
$45.12 - $46.23 $177K - $181K
15.2K $701K
XOM
Exxon Mobil Corp

Energy
-269
- 3.76%
$99.93 - $119.04 $26.9K - $32K
6.88K $741K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-135
- 2.88%
$99.37 - $134.05 $13.4K - $18.1K
4.55K $516K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.88K
- 14.35%
$108.12 - $135.04 $203K - $253K
11.2K $1.51M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.12K
- 7.46%
$22.68 - $23.28 $70.9K - $72.7K
38.8K $901K
VNQ
Vanguard Specialized Funds Van

ETFs
-253
- 3.09%
$79.79 - $91.42 $20.2K - $23.1K
7.93K $705K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.31K
- 1.66%
$24.98 - $25.66 $32.6K - $33.5K
77.2K $1.98M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-695
- 6.43%
$47.09 - $48.01 $32.7K - $33.4K
10.1K $485K
PSX
Phillips 66

Energy
-34
- 1.97%
$92.87 - $125.73 $3.16K - $4.27K
1.69K $201K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-725
- 7.96%
$34.72 - $42.74 $25.2K - $31K
8.39K $358K
FTGS
First Tr Exchange Traded Fd Gr
-10.7K
- 16.24%
N/A
55.4K $0
Tidal Tr Ii
-26.4K
- 3.65%
N/A
696K $0
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-161
- 2.88%
$103.88 - $123.68 $16.7K - $19.9K
5.43K $671K
FJP
First Trust Japan Alphadex Fun

ETFs
-98
- 2.45%
$47.79 - $60.17 $4.68K - $5.9K
3.91K $233K
WMB
Williams Companies, Inc.

Energy
-20
- 0.31%
$54.33 - $62.87 $1.09K - $1.26K
6.53K $410K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-84
- 1.75%
$62.73 - $78.42 $5.27K - $6.59K
4.72K $365K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.54K
- 8.15%
$19.6 - $24.44 $128K - $160K
73.7K $1.8M
FEP
First Trust Europe Alphadex Fu

ETFs
-262
- 4.33%
$36.11 - $47.8 $9.46K - $12.5K
5.79K $276K
IYW
Ishares Dj Us Tech ETF

ETFs
-152
- 7.37%
$122.57 - $173.27 $18.6K - $26.3K
1.91K $331K
EFG
Msci Eafe Growth ETF

ETFs
-59
- 1.42%
$89.8 - $112.0 $5.3K - $6.61K
4.1K $459K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-128
- 1.14%
$43.53 - $54.46 $5.57K - $6.97K
11.1K $603K
FDT
First Trust Developed Markets

ETFs
-215
- 2.6%
$52.2 - $68.76 $11.2K - $14.8K
8.04K $553K
VUG
Vanguard Growth ETF

ETFs
-2
- 0.16%
$329.49 - $438.4 $659 - $877
1.27K $555K
PLTR
Palantir Technologies Inc.

Technology
-1.8K
- 22.99%
$74.01 - $144.25 $133K - $260K
6.04K $823K
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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