$122 Million is the total value of Pinnacle Family Advisors, LLC's 85 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SH | New | PROSHARES SHORT S&P 500 ETFshort s&p 500 ne | $2,089,000 | – | 126,630 | +100.0% | 1.71% | – |
| SLYV | New | SPDR S&P 600 SMALL CAP VALUE ETFs&p 600 smcp val | $1,957,000 | – | 27,023 | +100.0% | 1.60% | – |
| IBM | New | INTERNATIONAL BUS MACH CORP COM USD0.20 | $795,000 | – | 5,634 | +100.0% | 0.65% | – |
| PDBC | New | INVSC ACTVLY MNG OPTM YDDVRS ETFoptimum yield | $785,000 | – | 43,534 | +100.0% | 0.64% | – |
| RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $446,000 | – | 3,324 | +100.0% | 0.36% | – |
| HYLS | New | FIRST TR EXCHANGE-TRADED FD IV FIRST TR TA HIYLfirst tr ta hiyl | $442,000 | – | 11,281 | +100.0% | 0.36% | – |
| LOW | New | LOWES COMPANIES INC | $282,000 | – | 1,612 | +100.0% | 0.23% | – |
| ENPH | New | ENPHASE ENERGY INC | $254,000 | – | 1,301 | +100.0% | 0.21% | – |
| VHT | New | VANGUARD HEALTH CARE ETFhealth car etf | $207,000 | – | 877 | +100.0% | 0.17% | – |
| PSX | New | PHILLIPS 66 COM | $203,000 | – | 2,472 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-12 |
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.