Pinnacle Family Advisors, LLC Sells in Q1 2025

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.98K
- 21.07%
$551.42 - $612.93 $3.85M - $4.28M
26.1K $14.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.49K
- 22.76%
$554.06 - $615.85 $3.6M - $4M
22K $12.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.59K
- 31.37%
$468.34 - $539.52 $3.08M - $3.55M
14.4K $6.76M
SPYG
Spdr Portfolio

ETFs
-31.9K
- 58.71%
$80.05 - $92.39 $2.55M - $2.95M
22.4K $1.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-52.6K
- 23.12%
$24.91 - $29.02 $1.31M - $1.53M
175K $4.38M
NVDA
Nvidia Corp

Technology
-5.98K
- 13.78%
$106.98 - $149.43 $640K - $894K
37.4K $4.06M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-34.5K
- 43.09%
$42.4 - $44.11 $1.46M - $1.52M
45.6K $2M
FDN
First Tr Fd Dow Jones

ETFs
-5.49K
- 70.3%
$221.38 - $266.86 $1.22M - $1.47M
2.32K $515K
XLU
Utilities Sector Spdr

ETFs
-13.3K
- 64.53%
$74.7 - $80.27 $996K - $1.07M
7.33K $577K
AAPL
Apple Inc.

Technology
-5
- 0.02%
$209.68 - $247.1 $1.05K - $1.24K
26.2K $5.81M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-5.57K
- 4.99%
$45.72 - $51.73 $255K - $288K
106K $4.88M
FTCS
First Trust Capital Strength E

ETFs
-6.06K
- 31.69%
$86.39 - $91.35 $524K - $554K
13.1K $1.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.01K
- 4.76%
$64.88 - $72.1 $131K - $145K
40.3K $2.65M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.05K
- 20.92%
$44.72 - $46.25 $226K - $233K
19.1K $879K
FTA
First Tr Large Cap Value

ETFs
-2.48K
- 26.34%
$74.42 - $80.34 $184K - $199K
6.93K $531K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-777
- 5.61%
$120.29 - $134.6 $93.5K - $105K
13.1K $1.6M
EFG
Msci Eafe Growth ETF

ETFs
-1.52K
- 26.76%
$96.1 - $106.37 $146K - $162K
4.16K $416K
IBB
Ishares Biotechnology ETF

ETFs
-167
- 0.7%
$127.9 - $140.56 $21.4K - $23.5K
23.8K $3.04M
VUG
Vanguard Growth ETF

ETFs
-150
- 10.58%
$369.1 - $427.61 $55.4K - $64.1K
1.27K $470K
GOOG
Alphabet Inc.

Communication Services
-131
- 7.03%
$156.06 - $207.71 $20.4K - $27.2K
1.73K $270K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.29K
- 10.67%
$46.74 - $47.55 $60.4K - $61.4K
10.8K $513K
VTI
Vanguard Total Stock Market Et

ETFs
-125
- 11.11%
$271.18 - $303.12 $33.9K - $37.9K
1K $274K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.78K
- 4.6%
$24.73 - $25.62 $93.5K - $96.8K
78.5K $2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-151
- 2.63%
$117.4 - $131.02 $17.7K - $19.8K
5.59K $669K
MBB
Ishares Tr

ETFs
-533
- 10.63%
$90.37 - $94.08 $48.2K - $50.1K
4.48K $420K
WMT
Walmart Inc.

Consumer Defensive
-197
- 2.91%
$84.5 - $105.05 $16.6K - $20.7K
6.57K $576K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.89%
$222.66 - $268.42 $3.56K - $4.29K
1.78K $415K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-344
- 4.36%
$56.17 - $59.71 $19.3K - $20.5K
7.55K $431K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-3.11K
- 2.72%
$26.51 - $28.57 $82.4K - $88.8K
111K $3.04M
FSK
Fs Kkr Capital Corp

Financial Services
-444
- 4.33%
$20.47 - $24.06 $9.09K - $10.7K
9.81K $205K
OKE
Oneok Inc

Energy
-27
- 0.86%
$89.57 - $109.85 $2.42K - $2.97K
3.13K $310K
EFV
Msci Eafe Value ETF

ETFs
-1.31K
- 11.96%
$51.88 - $60.73 $68.2K - $79.8K
9.68K $570K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-33
- 1.45%
$90.0 - $96.32 $2.97K - $3.18K
2.25K $207K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.44K
- 24.82%
N/A
4.36K $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-103
- 1.12%
$37.07 - $40.63 $3.82K - $4.18K
9.11K $358K
VNQ
Vanguard Specialized Funds Van

ETFs
-30
- 0.37%
$85.55 - $94.34 $2.57K - $2.83K
8.18K $740K
FDL
First Tr Morningstar Dividend

ETFs
-1.27K
- 5.67%
$39.69 - $43.83 $50.4K - $55.7K
21.1K $917K
V
Visa Inc.

Financial Services
-1
- 0.15%
$306.92 - $362.71 $307 - $363
661 $231K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-310
- 2.93%
$87.68 - $94.52 $27.2K - $29.3K
10.3K $960K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-194
- 0.58%
$50.82 - $52.7 $9.86K - $10.2K
33.1K $1.74M
IBM
International Business Machines Corp

Technology
-19
- 1.92%
$217.4 - $264.74 $4.13K - $5.03K
970 $241K
FDT
First Trust Developed Markets

ETFs
-2
- 0.02%
$53.51 - $60.98 $107 - $122
8.26K $481K
ICF
Ishares Tr

ETFs
-409
- 0.86%
$57.98 - $63.8 $23.7K - $26.1K
47.2K $2.9M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-17
- 0.02%
$48.32 - $51.22 $821 - $871
74.3K $3.73M
Activity Summary
Buys All Purchases 64 New Holdings 17 Increased Positions 47 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email