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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|