Pinnacle Family Advisors, LLC Portfolio Holdings

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024

Pinnacle Family Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $16.7M, Spdr S&P 500 ETF Trust with a value of $7.38M, O Reilly Automotive Inc with a value of $6.35M, Apple Inc. with a value of $6.26M, and Schwab Strategic Tr Us Large C with a value of $5.92M.

Examining the 13F form we can see an increase of $8.66M in the current position value, from $162M to 171M.

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 $171 Million
ETFs: $141 Million
Technology: $12.4 Million
Consumer Cyclical: $11.9 Million
Energy: $1.57 Million
Healthcare: $913,000
Financial Services: $659,000
Real Estate: $650,000
Communication Services: $538,000
Other: $685,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$6.26 Million 3.66% of portfolio
26,891
Q3 2024 Reduced 0.68%
$336B
$5.66 Million 3.31% of portfolio
46,581
Q3 2024 Reduced 7.0%
$2.29T
$3.32 Million 1.94% of portfolio
17,805
Q3 2024 Reduced 1.94%
$1.33T
$1.76 Million 1.03% of portfolio
6,729
Q3 2024 Reduced 0.07%
$441B
$781,000 0.46% of portfolio
6,668
Q3 2024 Reduced 8.04%
$730B
$572,000 0.33% of portfolio
646
Q3 2024 New
$590B
$456,000 0.27% of portfolio
991
Q3 2024 Reduced 0.2%
$250B
$438,000 0.26% of portfolio
5,434
Q3 2024 Added 17.37%
$1.17T
$324,000 0.19% of portfolio
1,940
Q3 2024 Added 4.02%
$3.25T
$314,000 0.18% of portfolio
731
Q3 2024 Added 18.67%
$1.32T
$214,000 0.13% of portfolio
374
Q3 2024 Reduced 5.79%
$200B
$210,000 0.12% of portfolio
951
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $171 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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