| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q2 2024 | 17.3% |
| APPLE INC COM | 31 | Q2 2024 | 14.2% |
| AMAZON COM INC COM | 31 | Q2 2024 | 9.2% |
| ISHARES TR | 31 | Q2 2024 | 6.3% |
| O REILLY AUTOMOTIVE INC NEW | 31 | Q2 2024 | 4.2% |
| ISHARES TR MSCI USA MIN VOL | 31 | Q2 2024 | 0.7% |
| ISHARES TR | 30 | Q2 2024 | 2.0% |
| SCHWAB US BROAD MARKET ETF | 30 | Q2 2024 | 2.3% |
| FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | 29 | Q2 2024 | 3.9% |
| TESLA MTRS INC | 28 | Q2 2024 | 6.8% |
View Pinnacle Family Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Pinnacle Family Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.