Pinnacle Family Advisors, LLC Portfolio Holdings

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q1 2025

Pinnacle Family Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.6M, Ishares Core S&P 500 ETF with a value of $12.4M, O Reilly Automotive Inc with a value of $7.87M, Invesco Qqq Trust, Series 1 with a value of $6.76M, and Apple Inc. with a value of $5.81M.

Examining the 13F form we can see an decrease of $20.7M in the current position value, from $183M to 162M.

Pinnacle Family Advisors, LLC is based out at Springfield, MO

Below you can find more details about Pinnacle Family Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $133 Million
Consumer Cyclical: $13.8 Million
Technology: $10.8 Million
Energy: $1.97 Million
Financial Services: $974,000
Consumer Defensive: $576,000
Communication Services: $499,000
Real Estate: $480,000
Other: $317,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86B
$7.87 Million 4.86% of portfolio
5,494
Q1 2025 Added 19.51%
$28.9B
$480,000 0.3% of portfolio
5,588
Q1 2025 Added 0.36%
$144B
$415,000 0.26% of portfolio
1,780
Q1 2025 Reduced 0.89%
$71.6B
$391,000 0.24% of portfolio
6,548
Q1 2025 Added 0.29%
$148B
$317,000 0.2% of portfolio
853
Q1 2025 Added 1.43%
$38.4B
$310,000 0.19% of portfolio
3,125
Q1 2025 Reduced 0.86%
$60B
$213,000 0.13% of portfolio
1,726
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $162 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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