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Size ($ in 1000's)
At 12/31/2023: $170,106
At 09/30/2023: $174,510
Pinnacle Family Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pinnacle Family Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Pinnacle Family Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Pinnacle Family Advisors LLC.
In the Pinnacle Family Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Pinnacle Family Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Pinnacle Family Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
41,973 |
-21,670 |
$20,048 | | IVV | 41,973 | -21,670 | $20,048 | | TIDAL ETF TR II (FCUS) |
608,633 |
+33,558 |
$14,790 | | FCUS | 608,633 | +33,558 | $14,790 | | INVESCO QQQ TR |
29,970 |
+1,686 |
$12,273 | | QQQ | 29,970 | +1,686 | $12,273 | | SPDR S&P 500 ETF TR (SPY) |
23,128 |
+238 |
$10,993 | | SPY | 23,128 | +238 | $10,993 | | SCHWAB STRATEGIC TR |
90,769 |
+2,154 |
$7,530 | | SCHG | 90,769 | +2,154 | $7,530 | | INVESCO EXCHANGE TRADED FD T (XLG) |
152,386 |
+33,665 |
$5,748 | | XLG | 152,386 | +33,665 | $5,748 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
127,551 |
+4,509 |
$5,689 | | FIXD | 127,551 | +4,509 | $5,689 | | APPLE INC |
27,851 |
-84,975 |
$5,362 | | AAPL | 27,851 | -84,975 | $5,362 | | SPDR DOW JONES INDL AVERAGE (DIA) |
13,616 |
+10,452 |
$5,132 | | DIA | 13,616 | +10,452 | $5,132 | | FIDELITY COMWLTH TR |
72,967 |
+14,381 |
$4,323 | | ONEQ | 72,967 | +14,381 | $4,323 | | ISHARES TR (IVW) |
56,158 |
+8,769 |
$4,217 | | IVW | 56,158 | +8,769 | $4,217 | | SPDR SER TR (SPYV) |
85,635 |
+85,635 |
$3,993 | | SPYV | 85,635 | +85,635 | $3,993 | | SPDR SER TR (SLYG) |
47,335 |
+47,335 |
$3,959 | | SLYG | 47,335 | +47,335 | $3,959 | | OREILLY AUTOMOTIVE INC |
3,756 |
-125 |
$3,568 | | ORLY | 3,756 | -125 | $3,568 | | ISHARES TR (IGLB) |
66,889 |
-5,365 |
$3,524 | | IGLB | 66,889 | -5,365 | $3,524 | | SPDR SER TR (SPLG) |
55,503 |
-570 |
$3,103 | | SPLG | 55,503 | -570 | $3,103 | | AMAZON COM INC |
19,040 |
-51,699 |
$2,893 | | AMZN | 19,040 | -51,699 | $2,893 | | ISHARES TR (IVE) |
16,286 |
+24 |
$2,832 | | IVE | 16,286 | +24 | $2,832 | | ISHARES TR (EFA) |
34,724 |
-18,030 |
$2,616 | | EFA | 34,724 | -18,030 | $2,616 | | TESLA INC |
10,503 |
-17,263 |
$2,610 | | TSLA | 10,503 | -17,263 | $2,610 | | NVIDIA CORPORATION |
4,600 |
-164 |
$2,278 | | NVDA | 4,600 | -164 | $2,278 | | SELECT SECTOR SPDR TR (XLK) |
10,097 |
+3,605 |
$1,943 | | XLK | 10,097 | +3,605 | $1,943 | | ISHARES TR (ITOT) |
15,575 |
-555 |
$1,639 | | ITOT | 15,575 | -555 | $1,639 | | ISHARES TR (IYW) |
13,134 |
+349 |
$1,612 | | IYW | 13,134 | +349 | $1,612 | | ISHARES TR (IGIB) |
28,638 |
-1,425 |
$1,489 | | IGIB | 28,638 | -1,425 | $1,489 | | SELECT SECTOR SPDR TR (XLY) |
8,200 |
+8,200 |
$1,466 | | XLY | 8,200 | +8,200 | $1,466 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
17,566 |
+758 |
$1,406 | | FTCS | 17,566 | +758 | $1,406 | | SCHWAB STRATEGIC TR |
20,991 |
+4,652 |
$1,169 | | SCHB | 20,991 | +4,652 | $1,169 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
17,253 |
+4,402 |
$1,106 | | TDIV | 17,253 | +4,402 | $1,106 | | SPDR SER TR (SPAB) |
40,563 |
-1,134 |
$1,040 | | SPAB | 40,563 | -1,134 | $1,040 | | FIRST TR EXCHANGE TRAD FD VI (FAAR) |
37,577 |
+1,380 |
$1,028 | | FAAR | 37,577 | +1,380 | $1,028 | | SELECT SECTOR SPDR TR (XLI) |
8,736 |
+5,245 |
$996 | | XLI | 8,736 | +5,245 | $996 | | SCHWAB STRATEGIC TR |
17,581 |
+4,505 |
$992 | | SCHX | 17,581 | +4,505 | $992 | | SELECT SECTOR SPDR TR (XLF) |
26,159 |
+14,878 |
$984 | | XLF | 26,159 | +14,878 | $984 | | SELECT SECTOR SPDR TR (XLB) |
11,197 |
+11,197 |
$958 | | XLB | 11,197 | +11,197 | $958 | | SCHWAB STRATEGIC TR |
19,275 |
-1,420 |
$899 | | SCHZ | 19,275 | -1,420 | $899 | | ISHARES INC (PICK) |
18,715 |
-1,250 |
$806 | | PICK | 18,715 | -1,250 | $806 | | EXXON MOBIL CORP |
7,268 |
-159 |
$727 | | XOM | 7,268 | -159 | $727 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
13,896 |
+1,279 |
$718 | | RDVY | 13,896 | +1,279 | $718 | | ISHARES TR (IJJ) |
6,266 |
-1,383 |
$715 | | IJJ | 6,266 | -1,383 | $715 | | FIRST TR LRG CP VL ALPHADEX (FTA) |
9,971 |
-3,733 |
$706 | | FTA | 9,971 | -3,733 | $706 | | SPDR SER TR (SPYG) |
10,275 |
-2,664 |
$668 | | SPYG | 10,275 | -2,664 | $668 | | ISHARES TR (DVY) |
5,594 |
+690 |
$656 | | DVY | 5,594 | +690 | $656 | | ISHARES TR (MBB) |
6,459 |
-178 |
$608 | | MBB | 6,459 | -178 | $608 | | ISHARES TR (IUSB) |
12,941 |
-250 |
$596 | | IUSB | 12,941 | -250 | $596 | | ISHARES TR (SHV) |
5,284 |
+5,284 |
$582 | | SHV | 5,284 | +5,284 | $582 | | ISHARES TR (USMV) |
7,451 |
-2,032 |
$581 | | USMV | 7,451 | -2,032 | $581 | | ISHARES TR (QUAL) |
3,877 |
+14 |
$570 | | QUAL | 3,877 | +14 | $570 | | FIRST TR VALUE LINE DIVID IN (FVD) |
13,721 |
-332 |
$557 | | FVD | 13,721 | -332 | $557 | | VANGUARD WORLD FDS (VHT) |
2,189 |
-35 |
$549 | | VHT | 2,189 | -35 | $549 |
See Full List: All Stocks Held By Pinnacle Family Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pinnacle Family Advisors LLC
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