Pinnacle Family Advisors, LLC Reduced Holdings in Q4 2024

Pinnacle Family Advisors, LLC

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-9.14K
- 73.23%
$417.69 - $450.94 $3.82M - $4.12M
3.34K $1.42M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-29.9K
- 92.64%
$86.65 - $94.9 $2.59M - $2.83M
2.37K $206K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-917
- 16.63%
$1146.59 - $1270.6 $1.05M - $1.17M
4.6K $5.45M
FTCS
First Trust Capital Strength E

ETFs
-8.24K
- 30.12%
$87.62 - $94.03 $722K - $775K
19.1K $1.68M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-23.7K
- 17.2%
$25.22 - $28.15 $598K - $667K
114K $3.06M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.35K
- 4.02%
$42.84 - $45.38 $144K - $152K
80.1K $3.44M
VHT
Vanguard Health Care ETF

ETFs
-863
- 38.65%
$250.81 - $283.3 $216K - $244K
1.37K $347K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-266
- 0.96%
$75.1 - $82.99 $20K - $22.1K
27.5K $2.08M
IVE
Ishares S&P 500 Value ETF

ETFs
-493
- 2.87%
$189.5 - $206.17 $93.4K - $102K
16.7K $3.19M
XLI
Industrial Sector Spdr

ETFs
-1.05K
- 15.95%
$131.76 - $143.99 $139K - $151K
5.54K $730K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.94K
- 9.82%
$40.06 - $45.21 $77.7K - $87.7K
17.8K $724K
FVD
First Tr Value Line Divid Inde

ETFs
-508
- 2.26%
$43.4 - $46.7 $22K - $23.7K
22K $960K
SYK
Stryker Corp

Healthcare
-104
- 11.01%
$345.14 - $392.15 $35.9K - $40.8K
841 $302K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.38K
- 3.16%
$66.77 - $71.52 $92.3K - $98.8K
42.3K $2.92M
IYW
Ishares Dj Us Tech ETF

ETFs
-256
- 12.88%
$148.14 - $166.23 $37.9K - $42.6K
1.73K $276K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-375
- 1.89%
$61.68 - $67.87 $23.1K - $25.5K
19.4K $1.21M
MBB
Ishares Tr

ETFs
-23
- 0.46%
$91.26 - $95.82 $2.1K - $2.2K
5.01K $459K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.4K
- 6.09%
$94.43 - $105.47 $226K - $253K
37K $3.75M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-50
- 1.51%
$176.42 - $186.91 $8.82K - $9.35K
3.26K $580K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-9
- 0.39%
$91.94 - $100.02 $827 - $900
2.28K $211K
FSIG
First Tr ETF Iv LTD Duration I
-126
- 1.21%
$18.8 - $19.23 $2.37K - $2.42K
10.3K $194K
Investment Managers Ser Tr I
-900
- 19.78%
N/A
3.65K $0
META
Meta Platforms, Inc.

Communication Services
-6
- 1.6%
$554.08 - $632.68 $3.32K - $3.8K
368 $217K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-14
- 0.24%
$121.89 - $135.52 $1.71K - $1.9K
5.75K $717K
VUG
Vanguard Growth ETF

ETFs
-66
- 4.45%
$378.79 - $428.11 $25K - $28.3K
1.42K $582K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-112
- 1.02%
$49.03 - $53.35 $5.49K - $5.98K
10.9K $557K
FSK
Fs Kkr Capital Corp

Financial Services
-55
- 0.53%
$19.71 - $22.22 $1.08K - $1.22K
10.3K $222K
GOOG
Alphabet Inc.

Communication Services
-77
- 3.97%
$163.08 - $198.16 $12.6K - $15.3K
1.86K $354K
IVV
Ishares Core S&P 500 ETF

ETFs
-496
- 1.71%
$570.51 - $610.59 $283K - $303K
28.5K $16.8M
NVDA
Nvidia Corp

Technology
-3.18K
- 6.82%
$117.0 - $148.88 $371K - $473K
43.4K $5.83M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.54K
- 8.66%
$180.88 - $232.93 $279K - $359K
16.3K $3.57M
AAPL
Apple Inc.

Technology
-726
- 2.7%
$221.69 - $259.02 $161K - $188K
26.2K $6.55M
TSLA
Tesla, Inc.

Consumer Cyclical
-246
- 3.66%
$213.65 - $479.86 $52.6K - $118K
6.48K $2.62M
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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