$140 Million is the total value of Pinnacle Family Advisors, LLC's 92 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BP | Exit | BP PLC SPONSORED ADRsponsored adr | $0 | – | -7,802 | -100.0% | -0.19% | – |
| SCHP | Exit | SCHWAB STRATEGIC TR US TIPS ETFus tips etf | $0 | – | -4,709 | -100.0% | -0.21% | – |
| NVDA | Exit | NVIDIA CORPORATION COM | $0 | – | -2,129 | -100.0% | -0.22% | – |
| HYLS | Exit | FIRST TR EXCHANGETRADED FD IV FIRST TR TA HIYLfirst tr ta hiyl | $0 | – | -11,534 | -100.0% | -0.38% | – |
| MINT | Exit | PIMCO Enhanced Short Maturity Active ETFenhan shrt ma ac | $0 | – | -50,480 | -100.0% | -4.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.