$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FBZ | Exit | FIRST TR EXCH TRD ALPHA FD Ibrazil alphadex | $0 | – | -13,535 | -100.0% | -0.18% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,281 | -100.0% | -0.19% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -5,092 | -100.0% | -0.24% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -6,649 | -100.0% | -0.32% | – |
| SPLV | Exit | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $0 | – | -13,451 | -100.0% | -0.61% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -10,203 | -100.0% | -0.66% | – |
| FPE | Exit | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $0 | – | -44,275 | -100.0% | -0.71% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -6,525 | -100.0% | -0.72% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -17,295 | -100.0% | -1.80% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -23,175 | -100.0% | -5.63% | – |
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.