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CIK: 0001679064
Total reported value
$238.4M
$238.4M
100 檔
28.8%
In Q1 2024, Pinnacle Family Advisors, LLC's U.S. equity holdings reached a combined market value of $238.4M, distributed across 100 disclosed stock positions.
During Q1 2024, Pinnacle Family Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.81% | +0.02% | -8.07% | |
| 2 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 9.27% | +0.95% | +0.81% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.67% | -0.40% | +3.40% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.25% | +0.15% | -11.83% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.60% | +0.24% | +5.11% | |
| 6 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 3.54% | +0.03% | — | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.38% | +0.58% | -24.75% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.02% | -0.03% | +1.83% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.01% | -0.91% | EXIT | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.86% | -0.56% | +26.68% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.66% | +0.61% | NEW | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | -0.15% | +16.33% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.50% | -0.34% | -1.88% | |
| 14 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 2.42% | +0.13% | -3.40% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.25% | +0.02% | +228.79% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.26% | +8.73% | |
| 17 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.78% | -0.22% | -2.91% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.73% | -0.11% | +6.97% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.01% | -6.24% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.43% | -0.12% | -2.98% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.95% | +0.01% | -0.60% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.95% | — | +0.05% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.90% | +0.01% | -8.33% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.83% | -0.03% | +51.77% | |
| 25 | FTCS | First Trust Capital Strength | ETF-Other | 0.83% | -0.05% | +3.13% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.82% | — | — | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.80% | +0.03% | +170.82% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.78% | -0.01% | -73.00% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.75% | -0.10% | -5.05% | |
| 30 | XRT | Ss Spdr S&p Retail ETF | ETF-Other | 0.72% | — | — | |
| 31 | SKYY | First Trust Cloud Computing | ETF-Other | 0.70% | +0.13% | NEW | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | — | +20.54% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | +0.11% | — | |
| 34 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.66% | +0.08% | +2.76% | |
| 35 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.63% | -0.13% | +8.79% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.50% | +0.14% | +57.51% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.48% | -0.03% | +0.82% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.17% | +1.06% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | -0.06% | -0.97% | |
| 40 | FTA | First Trust L C Val Alp | ETF-Other | 0.40% | -0.02% | -0.66% | |
| 41 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.39% | — | -6.74% | |
| 42 | FPX | First Trust US Equity Opport | ETF-Other | 0.39% | — | — | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.39% | — | -2.46% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.37% | -0.17% | +0.45% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.36% | +0.15% | NEW | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.35% | +0.13% | NEW | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.35% | +0.60% | NEW | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.32% | — | -44.70% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.32% | +0.28% | NEW | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.31% | -0.03% | +1.88% |
According to official SEC Form 13F filings, Pinnacle Family Advisors, LLC reported a total U.S. public equity portfolio value of $238.4M across 100 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, FCUS, SPY) accounted for 28.8% of total reported equity market value during Q1 2024.
During Q1 2024, Pinnacle Family Advisors, LLC's top holdings by market value included IVV (10.8%)、FCUS (9.3%)、SPY (6.7%). The largest single position, IVV, represented 10.8% of total portfolio value.
In Q1 2024, Pinnacle Family Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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