Pinnacle Family Advisors, LLC Closed Holding Positions

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DELL
Dell Technologies Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
3,216
$52.55 - $58.91 $169K - $189K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1,906
$152.7 - $178.12 $291K - $339K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,322
$225.59 - $260.0 $298K - $344K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
13,454
$46.78 - $58.9 $629K - $792K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
23,230
$62.38 - $78.37 $1.45M - $1.82M
JNJ
Johnson & Johnson

Healthcare
Q4 2021 Filed on Feb 14, 2022
2,360
$155.93 - $173.01 $368K - $408K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
3,721
$110.95 - $148.88 $413K - $554K
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
4,490
$50.3 - $57.15 $226K - $257K
IT
Gartner Inc

Technology
Q4 2021 Filed on Feb 14, 2022
7,550
$301.06 - $339.69 $2.27M - $2.56M
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,073
$225.82 - $368.51 $242K - $395K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
9,633
$42.64 - $48.7 $411K - $469K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
564
$579.3 - $675.15 $327K - $381K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Feb 14, 2022
19,288
$19.23 - $25.63 $371K - $494K
HYD
Vaneck High Yield Muni ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
9,843
$61.76 - $62.59 $608K - $616K
HOOD
Robinhood Markets, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
4,955
$17.11 - $42.07 $84.8K - $208K
WAT
Waters Corp

Healthcare
Q4 2021 Filed on Feb 14, 2022
6,250
$328.07 - $372.6 $2.05M - $2.33M
X
United States Steel Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
18,103
$20.5 - $26.88 $371K - $487K
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Feb 14, 2022
675
$343.33 - $458.13 $232K - $309K
STLA
Stellantis N.V.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
14,000
$17.13 - $20.5 $240K - $287K
MET
Metlife Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
4,537
$57.11 - $66.6 $259K - $302K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
8,620
$16.74 - $20.66 $144K - $178K
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 14, 2022
1,006
$188.19 - $233.09 $189K - $234K
ALB
Albemarle Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
10,705
$214.16 - $283.8 $2.29M - $3.04M
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Feb 14, 2022
4,175
$68.16 - $81.31 $285K - $339K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Feb 14, 2022
3,784
$125.2 - $162.72 $474K - $616K
IXG
Ishares Global Fin'L ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
2,794
$77.09 - $83.81 $215K - $234K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2021 Filed on Feb 14, 2022
1,891
$130.52 - $143.62 $247K - $272K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2021 Filed on Feb 14, 2022
6,110
$29.38 - $38.34 $180K - $234K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
625
$371.61 - $423.85 $232K - $265K
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Feb 14, 2022
23,397
$95.99 - $119.67 $2.25M - $2.8M
CAT
Caterpillar Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
1,224
$189.84 - $221.66 $232K - $271K
PH
Parker Hannifin Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
846
$279.47 - $313.39 $236K - $265K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Nov 12, 2021
77,177
$30.48 - $38.73 $2.35M - $2.99M
TPR
Tapestry, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
73,275
$37.02 - $44.7 $2.71M - $3.28M
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,056
$72.81 - $94.4 $223K - $288K
SYY
Sysco Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
3,163
$70.47 - $81.66 $223K - $258K
DE
Deere & CO

Industrials
Q3 2021 Filed on Nov 12, 2021
674
$334.95 - $389.34 $226K - $262K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
567
$509.53 - $609.78 $289K - $346K
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Nov 12, 2021
907
$219.29 - $299.67 $199K - $272K
VTV
Vanguard Value ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
1,526
$134.5 - $142.48 $205K - $217K
L Brands Inc.
Q3 2021 Filed on Nov 12, 2021
48,621
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q3 2021 Filed on Nov 12, 2021
31,190
$86.58 - $94.0 $2.7M - $2.93M
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
7,911
$48.18 - $59.11 $381K - $468K
JPEM
Jp Morgan Diversified Return

ETFs
Q2 2021 Filed on Aug 16, 2021
9,964
$56.46 - $61.33 $563K - $611K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
2,058
$132.5 - $190.03 $273K - $391K
Fs Investment Corp Ii Com
Q2 2021 Filed on Aug 16, 2021
12,414
N/A
MCHP
Microchip Technology Inc

Technology
Q2 2021 Filed on Aug 16, 2021
1,618
$69.57 - $81.91 $113K - $133K
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Aug 16, 2021
118,622
$25.69 - $29.33 $3.05M - $3.48M
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Aug 16, 2021
6,750
$22.23 - $59.26 $150K - $400K
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