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CIK: 0001679064
Total reported value
$238.4M
$238.4M
117 檔
23.6%
At the close of Q3 2024, Pinnacle Family Advisors, LLC disclosed equity holdings valued at approximately $238.4M, spread across 117 reported holdings.
Pinnacle Family Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 24 new positions while fully exiting 16 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 10.15% | +0.95% | +5.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.67% | +0.02% | -11.99% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.82% | -0.40% | -53.51% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.29% | -0.56% | +13.08% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.25% | -0.34% | -0.68% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.07% | +0.58% | -0.86% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.93% | -0.15% | -7.00% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.74% | -0.01% | +291.44% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.72% | +0.24% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.53% | +0.15% | -48.40% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.14% | +0.02% | -6.00% | |
| 12 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 2.05% | -0.22% | -1.70% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.96% | -0.03% | -1.06% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.95% | +0.03% | +739.29% | |
| 15 | IYZ | Ishares US Telecommunication | ETF-Other | 1.80% | — | — | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | -0.11% | -0.07% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.73% | — | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.01% | -1.94% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.55% | — | — | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.26% | -5.16% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.46% | +0.03% | +2.62% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.30% | +0.61% | NEW | |
| 23 | FTCS | First Trust Capital Strength | ETF-Other | 1.29% | -0.05% | +52.01% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.20% | -0.12% | -29.97% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.08% | -0.17% | +175.41% | |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.97% | — | — | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.92% | -0.03% | +20.20% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.92% | +0.11% | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | +0.01% | -0.07% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.91% | -0.91% | EXIT | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.89% | -0.10% | -2.72% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.89% | +0.01% | -6.09% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | +0.57% | NEW | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | — | — | |
| 35 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.87% | — | — | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.85% | — | -5.69% | |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.84% | +0.13% | -40.74% | |
| 38 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.78% | +0.08% | -4.32% | |
| 39 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.69% | -0.02% | -1.34% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | — | -10.98% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-Other | 0.53% | -0.03% | -3.50% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | — | -11.02% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.49% | +0.14% | -0.56% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.48% | +0.02% | +75.37% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.47% | -0.03% | +3.19% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.46% | — | — | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.46% | +0.60% | NEW | |
| 48 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.45% | +0.03% | -2.92% | |
| 49 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.44% | -0.06% | +14.58% | |
| 50 | RDVY | First Trust Rising Dividend | ETF-Other | 0.43% | -0.06% | +3.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | +2.7% | NEW | New buy |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +2.1% | +291.44% | Add |
| 3 | IYZ | Ishares US Telecommunication | +1.8% | NEW | New buy |
| 4 | IBB | Ishares Biotechnology ETF | +1.7% | NEW | New buy |
| 5 | IVW | Ishares S&p 500 Growth ETF | +1.7% | +739.29% | Add |
| 6 | ICF | Ishares Select U.s. Reit ETF | +1.6% | NEW | New buy |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +1% | NEW | New buy |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.9% | NEW | New buy |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.9% | NEW | New buy |
| 10 | IWM | Ishares Russell 2000 ETF | +0.9% | NEW | New buy |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.9% | NEW | New buy |
| 12 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.9% | NEW | New buy |
| 13 | DVY | Ishares Select Dividend ETF | +0.7% | +175.41% | Add |
| 14 | FCUS | Pinnacle Focused Opport ETF | +0.5% | +5.54% | Add |
| 15 | XLI | Ss Industrial Select Sector | +0.5% | NEW | New buy |
| 16 | XLRE | Ss Real Estate Select Sector | +0.5% | NEW | New buy |
| 17 | FTCS | First Trust Capital Strength | +0.5% | +52.01% | Add |
| 18 | ORLY | O'reilly Automotive Inc | +0.4% | +13.08% | Add |
| 19 | LLY | Eli Lilly & Co | +0.3% | NEW | New buy |
| 20 | TZA | Dirx Dly Smal Cap B3x Etf-ui | +0.2% | NEW | New buy |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +75.37% | Add |
| 22 | XLV | Ss Health Care Select Sector | +0.2% | NEW | New buy |
| 23 | XHB | Ss Spdr S&p Homebldrs ETF | +0.2% | NEW | New buy |
| 24 | FTGS | First Trust Grwth Strgth ETF | +0.2% | +136.08% | Add |
| 25 | KIE | Ss Spdr S&p Insurance ETF | +0.2% | NEW | New buy |
| 26 | ✓ | Axs Short Innovation | +0.2% | NEW | New buy |
| 27 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | NEW | New buy |
| 28 | IHE | Ishares US Pharmaceuticals E | +0.2% | +75.81% | Add |
| 29 | TSLA | Tesla Inc | +0.2% | -0.07% | Trim |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +20.20% | Add |
| 31 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 32 | FTAI | FTAI Aviation Ltd. | +0.1% | NEW | New buy |
| 33 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 34 | FEP | First Trust Europe | +0.1% | NEW | New buy |
| 35 | VIXYUSD | Proshares Vix Short-term Fut | +0.1% | NEW | New buy |
| 36 | AAPL | Apple Inc | +0.1% | -0.68% | Trim |
| 37 | IRM | Iron Mountain Inc | +0.1% | +5.04% | Add |
| 38 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +38.97% | Add |
| 39 | WMT | Walmart Inc | +0.1% | +17.36% | Add |
| 40 | SCHI | Schwab 5-10 Year Corporate B | +0.1% | +14.58% | Add |
| 41 | XLK | Ss Technology Select Sector | +0.1% | +42.12% | Add |
| 42 | IVE | Ishares S&p 500 Value ETF | 0% | -0.07% | Trim |
| 43 | LOW | Lowe's Cos Inc | 0% | -0.11% | Trim |
| 44 | VNQ | Vanguard Real Estate ETF | 0% | -2.06% | Trim |
| 45 | RDVY | First Trust Rising Dividend | 0% | +3.67% | Add |
| 46 | FIIG | Ft Intermed Dur Ig CORP ETF | 0% | +14.81% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.20% | Trim |
| 48 | OKE | Oneok Inc | 0% | +5.55% | Add |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | -0.41% | Trim |
| 50 | VUG | Vanguard Growth ETF | 0% | +6.00% | Add |
According to official SEC Form 13F filings, Pinnacle Family Advisors, LLC reported a total U.S. public equity portfolio value of $238.4M across 117 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FCUS, IVV, SPY) accounted for 23.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
XLG
市值: $5.2M
Top Position Liquidated / Trimmed
SMH
前期市值: $3.4M
During Q3 2024, Pinnacle Family Advisors, LLC's top holdings by market value included FCUS (10.2%)、IVV (8.7%)、SPY (3.8%). The largest single position, FCUS, represented 10.2% of total portfolio value.
In Q3 2024, Pinnacle Family Advisors, LLC made 133 total portfolio adjustments, initiating 24 new buys, adding to 42 positions, trimming 51 holdings, and fully liquidating 16 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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