Pinnacle Family Advisors, LLC Closed Holding Positions

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Aug 16, 2021
1,342
$157.67 - $176.2 $212K - $236K
AVGO
Broadcom Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
667
$422.38 - $488.48 $282K - $326K
SCCO
Southern Copper Corp

Basic Materials
Q2 2021 Filed on Aug 16, 2021
4,300
$59.41 - $81.41 $255K - $350K
Discovery Inc.
Q2 2021 Filed on Aug 16, 2021
46,169
N/A
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 16, 2021
5,708
$483.33 - $606.83 $2.76M - $3.46M
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Aug 16, 2021
42,875
$63.11 - $77.09 $2.71M - $3.31M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2021 Filed on Aug 16, 2021
1,951
$103.96 - $118.18 $203K - $231K
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Aug 16, 2021
891
$484.98 - $555.31 $432K - $495K
CMI
Cummins Inc

Industrials
Q1 2021 Filed on May 14, 2021
1,024
$221.37 - $275.99 $227K - $283K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2021 Filed on May 14, 2021
14,035
$36.13 - $37.14 $507K - $521K
GPS
Gap Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
82,354
$19.22 - $32.25 $1.58M - $2.66M
MTB
M&T Bank Corp

Financial Services
Q1 2021 Filed on May 14, 2021
2,093
$126.82 - $162.13 $265K - $339K
LRCX
Lam Research Corp

Technology
Q1 2021 Filed on May 14, 2021
500
$478.02 - $598.81 $239K - $299K
PLTR
Palantir Technologies Inc.

Technology
Q1 2021 Filed on May 14, 2021
51,850
$21.73 - $39.0 $1.13M - $2.02M
PG
Procter & Gamble CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
1,637
$122.15 - $140.16 $200K - $229K
PWR
Quanta Services, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
25,684
$68.25 - $88.85 $1.75M - $2.28M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2021 Filed on May 14, 2021
6,002
$45.28 - $45.81 $272K - $275K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
1,372
$250.93 - $305.25 $344K - $419K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2021 Filed on May 14, 2021
10,251
$29.49 - $32.83 $302K - $337K
VZ
Verizon Communications Inc

Communication Services
Q1 2021 Filed on May 14, 2021
8,146
$54.15 - $59.29 $441K - $483K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2021 Filed on May 14, 2021
530
$465.18 - $551.79 $247K - $292K
BAC
Bank Of America Corp

Financial Services
Q1 2021 Filed on May 14, 2021
6,677
$29.65 - $38.99 $198K - $260K
HON
Honeywell International Inc

Industrials
Q1 2021 Filed on May 14, 2021
1,272
$195.37 - $218.88 $249K - $278K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
611
$285.14 - $367.29 $174K - $224K
HUM
Humana Inc

Healthcare
Q1 2021 Filed on May 14, 2021
502
$375.15 - $447.69 $188K - $225K
V
Visa Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
1,632
$193.25 - $226.15 $315K - $369K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2021 Filed on May 14, 2021
2,035
$308.39 - $444.51 $628K - $905K
SPGI
S&P Global Inc.

Financial Services
Q1 2021 Filed on May 14, 2021
683
$305.95 - $361.74 $209K - $247K
AFL
Aflac Inc

Financial Services
Q1 2021 Filed on May 14, 2021
9,000
$43.19 - $52.14 $389K - $469K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q4 2020 Filed on Feb 16, 2021
15,005
$53.63 - $65.01 $805K - $975K
FNV
Franco Nevada Corp

Basic Materials
Q4 2020 Filed on Feb 16, 2021
1,442
$124.52 - $150.7 $180K - $217K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
4,548
$46.54 - $57.59 $212K - $262K
DOCU
Docusign, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
1,283
$197.6 - $251.6 $254K - $323K
SBAC
Sba Communications Corp

Real Estate
Q4 2020 Filed on Feb 16, 2021
656
$272.98 - $321.93 $179K - $211K
ILCG
Ishares Morningstar Growth ETF
Q4 2020 Filed on Feb 16, 2021
18,595
N/A
EQIX
Equinix Inc

Real Estate
Q4 2020 Filed on Feb 16, 2021
285
$678.4 - $835.0 $193K - $238K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2020 Filed on Feb 16, 2021
5,031
$117.06 - $118.42 $589K - $596K
NEM
Newmont Corp

Basic Materials
Q4 2020 Filed on Feb 16, 2021
4,741
$56.87 - $68.14 $270K - $323K
Proshares Tr Ii
Q4 2020 Filed on Feb 16, 2021
10,531
N/A
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
381
$478.3 - $607.98 $182K - $232K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
743
$207.01 - $276.09 $154K - $205K
DXCM
Dexcom Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
525
$78.0 - $104.5 $41K - $54.9K
ABMD
Abiomed Inc

Healthcare
Q4 2020 Filed on Feb 16, 2021
7,187
$251.88 - $324.2 $1.81M - $2.33M
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2020 Filed on Feb 16, 2021
26,680
$178.76 - $215.29 $4.77M - $5.74M
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
228
$1079.33 - $1732.39 $246K - $395K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2020 Filed on Feb 16, 2021
11,560
$179.81 - $243.49 $2.08M - $2.81M
TWLO
Twilio Inc

Communication Services
Q4 2020 Filed on Feb 16, 2021
902
$256.96 - $370.75 $232K - $334K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q3 2020 Filed on Nov 16, 2020
5,377
$60.93 - $71.38 $328K - $384K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
1,580
$123.32 - $166.06 $195K - $262K
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