$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
USB | US BANCORP | $1,591,000 | -13.4% | 34,575 | 0.0% | 1.30% | +32.7% | |
VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFtotal stk mkt | $995,000 | -17.2% | 5,276 | 0.0% | 0.81% | +27.0% | |
FEX | FIRST TR LARGE CAP CORE ALPHADEX FD COM SHS | $325,000 | -13.8% | 4,269 | 0.0% | 0.26% | +31.8% | |
BP | BP PLC SPONSORED ADRsponsored adr | $221,000 | -3.5% | 7,802 | 0.0% | 0.18% | +47.5% |
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.