The Analysis of Pinnacle Family Advisors, LLC's Holdings
Currently, Pinnacle Family Advisors, LLC holds 124 types of securities in its portfolio with a total value $229.2M. In the most recent quarter, they have increased their positions in SPEM (+83.8K shares, valued at $3.9M), QQQ (+3.0K shares, valued at $1.8M), SPY (+2.3K shares, valued at $1.5M); decreased their positions in MDYG (-30.1K shares, valued at $2.8M), N/A (-42.4K shares, valued at $1.3M), LGOV (-35.9K shares, valued at $781.8K); initiated new positions in METC (+22.3K shares, valued at $738.6K), SLV (+12.1K shares, valued at $512.9K), LTC (+13.9K shares, valued at $511.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR30.0K shares8.31%2025-09-302025-11-14
QQQ INVESCO QQQ TR33.1K shares10.14%2025-09-302025-11-14 IVV ISHARES TR23.5K shares0.47%2025-09-302025-11-14 EFA ISHARES TR115.9K shares7.44%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC78.7K shares-2.26%2025-09-302025-11-14 NVDA NVIDIA CORPORATION39.3K shares3.18%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR216.5K shares3.10%2025-09-302025-11-14 AAPL APPLE INC26.2K shares4.32%2025-09-302025-11-14 XLG INVESCO EXCHANGE TRADED FD T80.4K shares-1.65%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS92.2K shares999.26%2025-09-302025-11-14 SPYG SPDR SERIES TRUST39.2K shares33.28%2025-09-302025-11-14 ONEQ FIDELITY COMWLTH TR45.1K shares38.28%2025-09-302025-11-14 IGLB ISHARES TR74.0K shares-1.16%2025-09-302025-11-14 TSLA TESLA INC8.4K shares1.83%2025-09-302025-11-14 IVE ISHARES TR17.9K shares0.02%2025-09-302025-11-14 DVY ISHARES TR25.9K shares1.01%2025-09-302025-11-14 GLD SPDR GOLD TR9.8K shares29.56%2025-09-302025-11-14 AMZN AMAZON COM INC15.1K shares-14.76%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS76.5K shares-0.06%2025-09-302025-11-14 SPYM SPDR SERIES TRUST30.2K shares-3.73%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR81.0K shares4.46%2025-09-302025-11-14 TDIV FIRST TR EXCHANGE TRADED FD23.0K shares-11.08%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS29.0K shares45.52%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR79.0K shares7.22%2025-09-302025-11-14 SPAB SPDR SERIES TRUST78.9K shares2.19%2025-09-302025-11-14 FTGS FIRST TR EXCHANGE-TRADED FD53.2K shares-4.00%2025-09-302025-11-14 IGIB ISHARES TR32.3K shares-2.97%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T8.7K shares3.19%2025-09-302025-11-14 ITOT ISHARES TR11.2K shares0.13%2025-09-302025-11-14 RDVY FIRST TR EXCHANGE TRADED FD22.9K shares59.87%2025-09-302025-11-14 FIXD FIRST TR EXCHNG TRADED FD VI31.7K shares2.60%2025-09-302025-11-14 DIA SPDR DOW JONES INDL AVERAGE2.8K shares-4.20%2025-09-302025-11-14 SCHB SCHWAB STRATEGIC TR50.5K shares-2.41%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC6.9K shares14.02%2025-09-302025-11-14 FTCB FIRST TR EXCHANGE-TRADED FD58.2K shares48.94%2025-09-302025-11-14 SCHI SCHWAB STRATEGIC TR52.4K shares7.18%2025-09-302025-11-14 SPLV INVESCO EXCH TRADED FD TR II15.8K shares-7.11%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR20.9K shares-19.65%2025-09-302025-11-14 FTCS FIRST TR EXCHANGE-TRADED FD10.4K shares-22.38%2025-09-302025-11-14 SCHZ SCHWAB STRATEGIC TR40.1K shares3.43%2025-09-302025-11-14 FDN FIRST TR EXCHANGE-TRADED FD3.2K shares-26.11%2025-09-302025-11-14 FAAR FIRST TR EXCHANGE TRAD FD VI29.2K shares3.78%2025-09-302025-11-14 CRWV COREWEAVE INC6.4K shares8.41%2025-09-302025-11-14 EFV ISHARES TR11.8K shares-1.53%2025-09-302025-11-14 XOM EXXON MOBIL CORP7.1K shares2.75%2025-09-302025-11-14 IVW ISHARES TR6.5K shares5.36%2025-09-302025-11-14 QUAL ISHARES TR3.9K shares0.03%2025-09-302025-11-14 METC RAMACO RES INC22.3K sharesnew addition2025-09-302025-11-14 FBT FIRST TR EXCHANGE-TRADED FD4.1K shares6.92%2025-09-302025-11-14 WMT WALMART INC7.0K shares5.44%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS7.7K shares-2.31%2025-09-302025-11-14 IUSB ISHARES TR14.8K shares-2.37%2025-09-302025-11-14 IJJ ISHARES TR5.2K shares-3.70%2025-09-302025-11-14 LGOV FIRST TR EXCHANGE-TRADED FD30.9K shares-53.75%2025-09-302025-11-14 DYNF BLACKROCK ETF TRUST11.1K shares0.37%2025-09-302025-11-14 DFAI DIMENSIONAL ETF TRUST17.6K shares-1.55%2025-09-302025-11-14 FVD FIRST TR EXCHANGE-TRADED FD12.9K shares-26.98%2025-09-302025-11-14 IRM IRON MTN INC DEL5.8K shares4.02%2025-09-302025-11-14 FIIG FIRST TR EXCHANGE-TRADED FD27.9K shares0.84%2025-09-302025-11-14 QTEC FIRST TR EXCHANGE-TRADED FD2.6K shares-1.94%2025-09-302025-11-14 FMF FIRST TR EXCHANGE-TRADED FD12.1K shares6.04%2025-09-302025-11-14 FTA FIRST TR EXCHANGE-TRADED ALP7.0K shares-0.32%2025-09-302025-11-14 FDT FIRST TR EXCH TRD ALPHDX FD7.7K shares-4.55%2025-09-302025-11-14 LMBS FIRST TR EXCHANGE-TRADED FD11.4K shares10.12%2025-09-302025-11-14 IGV ISHARES TR4.9K shares0.56%2025-09-302025-11-14 DFSD DIMENSIONAL ETF TRUST11.3K shares11.35%2025-09-302025-11-14 VUG VANGUARD INDEX FDS1.1K shares-12.72%2025-09-302025-11-14 USMV ISHARES TR5.5K shares-33.30%2025-09-302025-11-14 DBMF LITMAN GREGORY FDS TR18.9K shares6.89%2025-09-302025-11-14 SLV ISHARES SILVER TR12.1K sharesnew addition2025-09-302025-11-14 LTC LTC PPTYS INC13.9K sharesnew addition2025-09-302025-11-14 XTEN BONDBLOXX ETF TRUST10.9K shares0.94%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL982 shares-6.92%2025-09-302025-11-14 IEMG ISHARES INC7.0K shares-0.41%2025-09-302025-11-14 LOW LOWES COS INC1.8K shares0.00%2025-09-302025-11-14 MBB ISHARES TR4.6K shares2.29%2025-09-302025-11-14 WMB WILLIAMS COS INC6.9K shares5.81%2025-09-302025-11-14 SBET SHARPLINK GAMING INC25.4K sharesnew addition2025-09-302025-11-14 EFG ISHARES TR3.7K shares-8.85%2025-09-302025-11-14 GOOG ALPHABET INC1.7K shares-0.87%2025-09-302025-11-14 SGVT SCHWAB STRATEGIC TR4.0K sharesnew addition2025-09-302025-11-14 JEPI J P MORGAN EXCHANGE TRADED F7.0K shares-9.47%2025-09-302025-11-14 FTEC FIDELITY COVINGTON TRUST1.8K shares-7.97%2025-09-302025-11-14 IJH ISHARES TR5.9K shares2.61%2025-09-302025-11-14 EPR EPR PPTYS6.7K sharesnew addition2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F4.8K shares1.95%2025-09-302025-11-14 DFAE DIMENSIONAL ETF TRUST12.1K shares-0.44%2025-09-302025-11-14 MSFT MICROSOFT CORP734 shares15.23%2025-09-302025-11-14 BAC BANK AMERICA CORP7.2K shares0.74%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR1.3K shares-3.70%2025-09-302025-11-14 GOOGL ALPHABET INC1.5K shares3.86%2025-09-302025-11-14 IYW ISHARES TR1.8K shares-6.23%2025-09-302025-11-14 MDYG SPDR SERIES TRUST3.7K shares-89.11%2025-09-302025-11-14 XLC SELECT SECTOR SPDR TR2.8K shares-2.11%2025-09-302025-11-14 SYK STRYKER CORPORATION892 shares4.45%2025-09-302025-11-14 VTI VANGUARD INDEX FDS990 shares-1.00%2025-09-302025-11-14 META META PLATFORMS INC442 shares2.31%2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR2.0K shares2.03%2025-09-302025-11-14 BINC BLACKROCK ETF TRUST II5.8K shares2.53%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS1.1K shares8.42%2025-09-302025-11-14 FTLS FIRST TR EXCH TRADED FD III4.1K shares1.56%2025-09-302025-11-14 CVX CHEVRON CORP NEW1.8K shares-0.17%2025-09-302025-11-14 FEP FIRST TR EXCH TRD ALPHDX FD5.5K shares-5.25%2025-09-302025-11-14 FEM FIRST TR EXCH TRD ALPHDX FD10.1K shares-1.80%2025-09-302025-11-14 PSX PHILLIPS 661.9K shares12.71%2025-09-302025-11-14 FJP FIRST TR EXCH TRD ALPHDX FD3.9K shares0.51%2025-09-302025-11-14 TBIL RBB FD INC5.1K sharesnew addition2025-09-302025-11-14 OKE ONEOK INC NEW3.4K shares8.70%2025-09-302025-11-14 IAGG ISHARES TR4.7K shares8.86%2025-09-302025-11-14 THRO BLACKROCK ETF TRUST6.3K shares0.48%2025-09-302025-11-14 DFAC DIMENSIONAL ETF TRUST6.1K shares0.41%2025-09-302025-11-14 NEE NEXTERA ENERGY INC3.0K shares8.95%2025-09-302025-11-14 FTXO FIRST TR EXCHANGE TRADED FD6.4K shares-2.53%2025-09-302025-11-14 V VISA INC664 shares0.15%2025-09-302025-11-14 MSTR STRATEGY INC685 shares0.00%2025-09-302025-11-14 IAU ISHARES GOLD TR3.0K sharesnew addition2025-09-302025-11-14 IUSV ISHARES TR2.2K shares-18.68%2025-09-302025-11-14 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-14 HYG ISHARES TR2.6K sharesnew addition2025-09-302025-11-14 FSIG FIRST TR EXCHANGE-TRADED FD10.8K shares3.09%2025-09-302025-11-14 FLRN SPDR SERIES TRUST6.5K sharesnew addition2025-09-302025-11-14 TZA DIREXION SHS ETF TR18.5K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available