$113 Million is the total value of Pinnacle Family Advisors, LLC's 75 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYW | New | ISHARES TRu.s. tech etf | $1,981,000 | – | 9,700 | +100.0% | 1.75% | – |
| PCY | New | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $1,191,000 | – | 40,871 | +100.0% | 1.05% | – |
| PLW | New | INVESCO EXCHNG TRADED FD TR1 30 lader tre | $845,000 | – | 23,755 | +100.0% | 0.75% | – |
| FTSM | New | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $613,000 | – | 10,200 | +100.0% | 0.54% | – |
| FXU | New | FIRST TR EXCHANGE TRADED FDutilities alph | $372,000 | – | 12,558 | +100.0% | 0.33% | – |
| FNY | New | FIRST TR EXCNGE TRD ALPHADEXmid cp gr alph | $266,000 | – | 5,930 | +100.0% | 0.24% | – |
| FNI | New | FIRST TR EXCHANGE TRADED FDchindia etf | $264,000 | – | 7,680 | +100.0% | 0.23% | – |
| SPHB | New | INVESCO EXCHNG TRADED FD TRs&p 500 hb etf | $259,000 | – | 6,257 | +100.0% | 0.23% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $222,000 | – | 2,025 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q3 2023 | 17.3% |
| APPLE INC COM | 28 | Q3 2023 | 14.2% |
| AMAZON COM INC COM | 28 | Q3 2023 | 9.2% |
| ISHARES TR | 28 | Q3 2023 | 6.3% |
| O REILLY AUTOMOTIVE INC NEW | 28 | Q3 2023 | 4.2% |
| ISHARES TR MSCI USA MIN VOL | 28 | Q3 2023 | 0.7% |
| ISHARES TR | 27 | Q3 2023 | 2.0% |
| SCHWAB US BROAD MARKET ETF | 27 | Q3 2023 | 0.8% |
| ISHARES TR | 26 | Q3 2023 | 7.6% |
| FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND | 26 | Q3 2023 | 3.9% |
View Pinnacle Family Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
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.