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CIK: 0001679064
Total reported value
$238.4M
$238.4M
114 檔
31.1%
As reported in its official Q4 2024 Form 13F filing, Pinnacle Family Advisors, LLC's tracked investment portfolio stood at $238.4M with 114 total positions.
In Q4 2024, Pinnacle Family Advisors, LLC displayed an active expansion posture, initiating 16 new positions and adding to 60 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FCUS | Pinnacle Focused Opport ETF | ETF-Other | 10.03% | +0.95% | +7.61% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.40% | -0.40% | +157.66% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.12% | +0.02% | -1.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.20% | +0.15% | +109.50% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.17% | -0.34% | -2.70% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.07% | +0.58% | +299.66% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | -0.15% | -6.82% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.70% | +0.24% | +1.12% | |
| 9 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.64% | -0.56% | -16.63% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.31% | +0.61% | NEW | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.20% | +0.02% | +221.46% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.82% | +0.03% | -6.09% | |
| 13 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.78% | -0.22% | +0.63% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.01% | -8.66% | |
| 15 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.67% | -0.03% | -4.02% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | -0.11% | -2.87% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.53% | — | +4.29% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.49% | +0.11% | +72.25% | |
| 19 | IYZ | Ishares US Telecommunication | ETF-Other | 1.48% | — | -17.20% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.26% | -3.16% | |
| 21 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.39% | — | +5.08% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | +0.01% | -3.66% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.01% | -0.12% | -0.96% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.00% | -0.17% | +1.58% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.99% | -0.03% | +20.70% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.95% | +1.48% | — | |
| 27 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.92% | +0.03% | +89.57% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.86% | +0.01% | +0.90% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.84% | — | +211.95% | |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.84% | +0.13% | +1.58% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.83% | -0.10% | +3.61% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 0.81% | -0.05% | -30.12% | |
| 33 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.76% | +0.08% | +6.25% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.76% | +0.02% | +79.94% | |
| 35 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.69% | -0.02% | +94.52% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.69% | -0.01% | -73.23% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.67% | +0.50% | +107.08% | |
| 38 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.63% | -0.02% | +4.83% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | — | -1.89% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.53% | +0.14% | +20.31% | |
| 41 | MSTR | Strategy Inc | Stock-Tech | 0.51% | — | — | |
| 42 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.48% | -0.06% | +144.02% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | — | +0.29% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-Other | 0.46% | -0.03% | -2.26% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.45% | -0.01% | +88.80% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.44% | -0.03% | +107.57% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.44% | +0.04% | +121.07% | |
| 48 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.36% | -0.13% | +6.36% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.17% | +2.19% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.35% | -0.01% | +5.26% |
According to official SEC Form 13F filings, Pinnacle Family Advisors, LLC reported a total U.S. public equity portfolio value of $238.4M across 114 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including FCUS, SPY, IVV) accounted for 31.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCHV
市值: $2.0M
Top Position Liquidated / Trimmed
SPMD
前期市值: $1.9M
During Q4 2024, Pinnacle Family Advisors, LLC's top holdings by market value included FCUS (10.0%)、SPY (9.4%)、IVV (8.1%). The largest single position, FCUS, represented 10.0% of total portfolio value.
In Q4 2024, Pinnacle Family Advisors, LLC made 129 total portfolio adjustments, initiating 16 new buys, adding to 60 positions, trimming 34 holdings, and fully liquidating 19 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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