Pinnacle Family Advisors, LLC Incresed Positions in Q4 2024

Pinnacle Family Advisors, LLC

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
20.3K
+ 157.66%
$567.81 - $607.81 $11.5M - $12.3M
33.1K $19.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11K
+ 109.5%
$481.22 - $538.17 $5.28M - $5.91M
21K $10.7M
SPYG
Spdr Portfolio

ETFs
24.2K
+ 80.03%
$81.74 - $91.38 $1.97M - $2.21M
54.3K $4.78M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14.8K
+ 72.25%
$84.34 - $95.14 $1.25M - $1.41M
35.2K $3.07M
FDN
First Tr Fd Dow Jones

ETFs
3.69K
+ 89.57%
$210.5 - $257.24 $777K - $950K
7.81K $1.9M
XLF
Financial Sector Spdr

ETFs
14.9K
+ 107.08%
$44.89 - $51.34 $669K - $765K
28.8K $1.39M
XLU
Utilities Sector Spdr

ETFs
9.18K
+ 79.94%
$74.89 - $82.93 $687K - $761K
20.7K $1.56M
FDL
First Tr Morningstar Dividend

ETFs
12.3K
+ 121.07%
$39.59 - $43.95 $485K - $539K
22.4K $901K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.97K
+ 88.8%
$88.59 - $94.57 $440K - $470K
10.6K $938K
SCHG
Schwab Strategic Tr Us Large C

ETFs
170K
+ 299.66%
$25.93 - $105.3 $4.42M - $17.9M
227K $6.33M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.24K
+ 1.12%
$46.94 - $51.62 $58.3K - $64.1K
112K $5.58M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.1K
+ 20.7%
$24.94 - $26.14 $352K - $369K
82.3K $2.06M
EFV
Msci Eafe Value ETF

ETFs
5.64K
+ 105.25%
$51.78 - $57.15 $292K - $322K
11K $576K
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 24.55%
$79.1 - $95.7 $106K - $128K
6.77K $611K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.07K
+ 20.31%
$45.07 - $47.1 $184K - $192K
24.1K $1.09M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
26.6K
+ 144.02%
$22.02 - $46.16 $587K - $1.23M
45.2K $996K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.03K
+ 33.32%
$46.75 - $47.8 $141K - $145K
12.1K $567K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
357
+ 1.58%
$70.54 - $79.61 $25.2K - $28.4K
22.9K $1.74M
SCHX
Schwab Strategic Tr Us Large C

ETFs
51.1K
+ 211.95%
$22.4 - $68.28 $1.15M - $3.49M
75.2K $1.74M
ITOT
Ishares Core S&P Total U.S. St

ETFs
123
+ 0.9%
$124.26 - $134.12 $15.3K - $16.5K
13.9K $1.78M
TDIV
First Trust Nasdaq Technology

ETFs
1.18K
+ 6.25%
$78.03 - $82.13 $92K - $96.8K
20K $1.57M
WMB
Williams Companies, Inc.

Energy
19
+ 0.29%
$46.37 - $59.74 $881 - $1.14K
6.53K $353K
OKE
Oneok Inc

Energy
225
+ 7.69%
$92.28 - $117.05 $20.8K - $26.3K
3.15K $316K
FAAR
First Trust Vii Alternative Ab

ETFs
1.58K
+ 6.36%
$27.44 - $28.42 $43.3K - $44.8K
26.4K $738K
FMF
First Trust Managed Futures St

ETFs
750
+ 7.38%
$46.63 - $49.57 $35K - $37.2K
10.9K $518K
KRE
Spdr S&P Regional Banking ETF

ETFs
55
+ 0.75%
$54.6 - $68.9 $3K - $3.79K
7.36K $444K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
890
+ 26.61%
$104.5 - $125.64 $93K - $112K
4.24K $442K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.95K
+ 13.97%
$26.01 - $28.19 $50.8K - $55K
15.9K $416K
FTLS
First Tr Long/Short Equity ETF

ETFs
194
+ 5.63%
$63.1 - $67.29 $12.2K - $13.1K
3.64K $239K
MSFT
Microsoft Corp

Technology
50
+ 6.84%
$406.35 - $454.46 $20.3K - $22.7K
781 $329K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
420
+ 4.42%
$48.48 - $49.47 $20.4K - $20.8K
9.93K $483K
IBM
International Business Machines Corp

Technology
38
+ 4.0%
$204.9 - $238.04 $7.79K - $9.05K
989 $217K
FEM
First Trust Emerging Markets A

ETFs
966
+ 11.43%
$22.03 - $24.21 $21.3K - $23.4K
9.42K $207K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
738
+ 8.71%
$38.37 - $42.82 $28.3K - $31.6K
9.22K $353K
JEPI
J P Morgan Exchange Traded Fd

ETFs
296
+ 3.9%
$57.53 - $60.83 $17K - $18K
7.89K $453K
FEP
First Trust Europe Alphadex Fu

ETFs
498
+ 9.27%
$35.46 - $38.46 $17.7K - $19.2K
5.87K $210K
First Tr Exchange Traded Fd
4.41K
+ 19.21%
N/A
27.4K $0
Tidal Tr Ii
51K
+ 7.61%
N/A
720K $0
FTGS
First Tr Exchange Traded Fd Gr
22.1K
+ 94.52%
N/A
45.5K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 1.11%
$442.29 - $483.08 $4.87K - $5.31K
1K $454K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.6K
+ 107.57%
$22.63 - $47.53 $466K - $979K
39.8K $902K
FDT
First Trust Developed Markets

ETFs
379
+ 4.81%
$53.27 - $57.72 $20.2K - $21.9K
8.26K $446K
FTA
First Tr Large Cap Value

ETFs
169
+ 1.83%
$75.21 - $83.49 $12.7K - $14.1K
9.4K $719K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.16K
+ 3.61%
$51.33 - $53.74 $59.5K - $62.3K
33.3K $1.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24
+ 0.29%
$113.92 - $127.38 $2.73K - $3.06K
8.43K $971K
DFAE
Dimensional ETF Tr

ETFs
181
+ 1.58%
$25.36 - $28.15 $4.59K - $5.1K
11.6K $294K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
143
+ 3.19%
$63.27 - $70.31 $9.05K - $10.1K
4.63K $293K
EFG
Msci Eafe Growth ETF

ETFs
324
+ 6.05%
$96.83 - $106.88 $31.4K - $34.6K
5.68K $549K
DVY
Ishares Tr

ETFs
245
+ 1.58%
$129.55 - $143.41 $31.7K - $35.1K
15.7K $2.06M
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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