Pinnacle Family Advisors, LLC Portfolio Holdings

Pinnacle Family Advisors, LLC

  • $183 Million
  • Q4 2024

Pinnacle Family Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Million distributed in 114 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 $19.4M, Ishares Core S&P 500 ETF with a value of $16.8M, Invesco Qqq Trust, Series 1 with a value of $10.7M, Apple Inc. with a value of $6.55M, and Schwab Strategic Tr Us Large C with a value of $6.33M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $171M to 183M.

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 $183 Million
ETFs: $151 Million
Technology: $14 Million
Consumer Cyclical: $12.1 Million
Energy: $1.4 Million
Financial Services: $885,000
Healthcare: $800,000
Consumer Defensive: $611,000
Real Estate: $585,000
Other: $1.02 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.8B
$1.05 Million 0.57% of portfolio
3,620
Q4 2024 New
$6.66B
$243,000 0.13% of portfolio
1,275
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $183 Million
  • Prior Value $171 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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