Pinnacle Family Advisors, LLC Reduced Holdings in Q3 2024

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-14.8K
- 53.51%
$517.38 - $573.86 $7.65M - $8.49M
12.9K $7.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.4K
- 48.4%
$434.77 - $502.96 $4.09M - $4.73M
10K $4.89M
SPYG
Spdr Portfolio

ETFs
-35.9K
- 54.34%
$73.38 - $84.1 $2.64M - $3.02M
30.2K $2.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.95K
- 11.99%
$520.18 - $576.82 $2.06M - $2.28M
29K $16.7M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-15.5K
- 40.74%
$63.74 - $73.47 $988K - $1.14M
22.5K $1.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11.9K
- 29.97%
$75.32 - $84.37 $895K - $1M
27.8K $2.32M
IEMG
Ishares Inc

ETFs
-9.97K
- 68.94%
$53.64 - $53.64 $535K - $535K
4.49K $240K
NVDA
Nvidia Corp

Technology
-3.51K
- 7.0%
$98.91 - $134.91 $347K - $473K
46.6K $5.66M
FDL
First Tr Morningstar Dividend

ETFs
-12.7K
- 55.69%
$37.66 - $42.06 $479K - $535K
10.1K $424K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.3K
- 48.66%
$83.76 - $91.82 $444K - $487K
5.6K $511K
XLB
Select Sector Spdr Fd Material

ETFs
-2.68K
- 36.56%
$86.95 - $97.09 $233K - $260K
4.64K $447K
AMZN
Amazon Com Inc

Consumer Cyclical
-353
- 1.94%
$161.02 - $200.0 $56.8K - $70.6K
17.8K $3.32M
MBB
Ishares Tr

ETFs
-1.03K
- 16.95%
$90.85 - $96.66 $93.4K - $99.4K
5.04K $482K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.44K
- 10.98%
$57.32 - $62.65 $140K - $153K
19.8K $1.24M
EFV
Msci Eafe Value ETF

ETFs
-1.6K
- 22.99%
$51.72 - $57.96 $82.7K - $92.7K
5.36K $308K
SYK
Stryker Corp

Healthcare
-227
- 19.37%
$315.94 - $371.96 $71.7K - $84.4K
945 $341K
XOM
Exxon Mobil Corp

Energy
-583
- 8.04%
$109.72 - $119.0 $64K - $69.4K
6.67K $781K
PSX
Phillips 66

Energy
-74
- 4.11%
$125.0 - $147.17 $9.25K - $10.9K
1.73K $226K
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.66K
- 18.47%
$47.94 - $59.23 $79.3K - $98K
7.31K $413K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.04K
- 11.02%
$105.53 - $118.34 $110K - $123K
8.41K $983K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.97K
- 6.0%
$59.93 - $66.52 $238K - $264K
62.2K $4.14M
IYW
Ishares Dj Us Tech ETF

ETFs
-109
- 5.2%
$133.16 - $158.73 $14.5K - $17.3K
1.99K $301K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-890
- 6.09%
$113.41 - $125.62 $101K - $112K
13.7K $1.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.45K
- 5.69%
$61.11 - $67.85 $88.9K - $98.7K
24.1K $1.64M
FEM
First Trust Emerging Markets A

ETFs
-311
- 3.55%
$22.14 - $24.52 $6.89K - $7.63K
8.45K $202K
FSK
Fs Kkr Capital Corp

Financial Services
-138
- 1.32%
$18.74 - $20.43 $2.59K - $2.82K
10.3K $203K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.38K
- 5.16%
$60.84 - $67.51 $145K - $161K
43.7K $2.95M
FTLS
First Tr Long/Short Equity ETF

ETFs
-16
- 0.46%
$60.73 - $63.8 $972 - $1.02K
3.44K $218K
FDN
First Tr Fd Dow Jones

ETFs
-124
- 2.92%
$183.68 - $212.48 $22.8K - $26.3K
4.12K $873K
DFAE
Dimensional ETF Tr

ETFs
-160
- 1.38%
$24.46 - $27.82 $3.91K - $4.45K
11.4K $313K
META
Meta Platforms, Inc.

Communication Services
-23
- 5.79%
$453.41 - $572.44 $10.4K - $13.2K
374 $214K
VTI
Vanguard Total Stock Market Et

ETFs
-11
- 0.97%
$255.18 - $283.2 $2.81K - $3.12K
1.13K $318K
TDIV
First Trust Nasdaq Technology

ETFs
-851
- 4.32%
$70.51 - $81.07 $60K - $69K
18.9K $1.51M
DFAI
Dimensional ETF Tr

ETFs
-312
- 1.86%
$28.69 - $32.06 $8.95K - $10K
16.5K $524K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-28
- 0.24%
$33.74 - $37.96 $945 - $1.06K
11.8K $443K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-113
- 0.56%
$44.83 - $47.42 $5.07K - $5.36K
20.1K $944K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-898
- 2.72%
$50.85 - $53.88 $45.7K - $48.4K
32.1K $1.72M
FTA
First Tr Large Cap Value

ETFs
-15
- 0.16%
$72.76 - $79.13 $1.09K - $1.19K
9.24K $730K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.2%
$405.19 - $478.57 $810 - $957
991 $456K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-24
- 0.42%
$111.9 - $124.28 $2.69K - $2.98K
5.76K $711K
LGOV
First Tr ETF Iv Long Duration

ETFs
-812
- 1.34%
$20.77 - $22.83 $16.9K - $18.5K
59.9K $1.34M
FVD
First Tr Value Line Divid Inde

ETFs
-816
- 3.5%
$40.45 - $45.49 $33K - $37.1K
22.5K $1.02M
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.11%
$213.3 - $270.78 $427 - $542
1.8K $486K
VNQ
Vanguard Specialized Funds Van

ETFs
-164
- 2.06%
$82.97 - $98.97 $13.6K - $16.2K
7.8K $759K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-492
- 0.86%
$92.63 - $105.69 $45.6K - $52K
56.9K $5.92M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-890
- 1.06%
$42.87 - $45.76 $38.2K - $40.7K
83.5K $3.78M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.28K
- 1.7%
$49.38 - $54.19 $63.1K - $69.2K
73.8K $3.96M
IVE
Ishares S&P 500 Value ETF

ETFs
-12
- 0.07%
$181.06 - $197.17 $2.17K - $2.37K
17.2K $3.39M
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.07%
$191.76 - $263.26 $959 - $1.32K
6.73K $1.76M
Activity Summary
Buys All Purchases 66 New Holdings 24 Increased Positions 42 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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