HoldingsChannel.com
Pinnacle Family Advisors LLC Top Holdings
As of  03/31/2022, below is a summary of the Pinnacle Family Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Pinnacle Family Advisors LLC. In the Pinnacle Family Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Pinnacle Family Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Pinnacle Family Advisors LLC top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
APPLE INC 105,737 -8,728 $18,463
     AAPL105,737-8,728$18,463
ISHARES SP 500 (IVV) 36,500 -12,051 $16,560
     IVV36,500-12,051$16,560
AMAZON.COM INC 4,047 -164 $13,193
     AMZN4,047-164$13,193
ISHARES SP 500 VALUE ETF (IVE) 83,592 +83,592 $13,017
     IVE83,592+83,592$13,017
TESLA INC COM 9,786 -3,188 $10,545
     TSLA9,786-3,188$10,545
ISHARES TR SP MIDCAP 400 VALUE ETF (IJJ) 65,717 +53,295 $7,205
     IJJ65,717+53,295$7,205
SPDR DOW JONES INDL AVERAGE ET UT SER 1 (DIA) 20,158 -11,064 $6,991
     DIA20,158-11,064$6,991
ISHARES TR FLTG RATE NT ETF (FLOT) 124,281 +124,281 $6,279
     FLOT124,281+124,281$6,279
iShares SP SmallCap 600 Value ETF (IJS) 58,950 +58,950 $6,036
     IJS58,950+58,950$6,036
ISHARES U S REAL ESTATE ETF (IYR) 55,089 -9,584 $5,962
     IYR55,089-9,584$5,962
SPDR SP500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 11,316 -12,629 $5,111
     SPY11,316-12,629$5,111
FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF (FIXD) 94,412 +6,480 $4,681
     FIXD94,412+6,480$4,681
ISHARES SP MIDCAP 400 INDEX FUND (IJH) 14,328 +11,173 $3,845
     IJH14,328+11,173$3,845
SPDR SERIES TRUST PORTFOLIO SP 500 ETF (SPLG) 65,810 +4,790 $3,497
     SPLG65,810+4,790$3,497
iShares U.S. Basic Materials ETF (IYM) 21,345 +21,345 $3,192
     IYM21,345+21,345$3,192
ISHARES CORE SP TOTAL US STOCK MARKET ETF (ITOT) 23,453 -90 $2,367
     ITOT23,453-90$2,367
DEVON ENERGY CORP NEW 34,858 -24,662 $2,061
     DVN34,858-24,662$2,061
OREILLY AUTOMOTIVE INC COM 2,902 -444 $1,988
     ORLY2,902-444$1,988
US BANCORP 34,575 +25 $1,838
     USB34,575+25$1,838
FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) 28,221 -19,966 $1,568
     ONEQ28,221-19,966$1,568
FIRST TRUST EXCHANGETRADED FU ALT ABSLT STRG ETF (FAAR) 44,539 +3,195 $1,508
     FAAR44,539+3,195$1,508
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF (SPAB) 45,328 +2,173 $1,260
     SPAB45,328+2,173$1,260
IRON MOUNTAIN INC COM USD0.01 22,313 +826 $1,236
     IRM22,313+826$1,236
VANGUARD IDX FUND (VTI) 5,276 -142 $1,201
     VTI5,276-142$1,201
ISHARES TRUST ESG AWARE MSCI USA ETF (ESGU) 11,822 +440 $1,198
     ESGU11,822+440$1,198
FIRST TR EXCHANGETRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD (FTGC) 41,136 +41,136 $1,169
     FTGC41,136+41,136$1,169
ISHARES TR IBOXX HI YD ETF (HYG) 14,109 -5,869 $1,161
     HYG14,109-5,869$1,161
CHEVRON CORP NEW COM 7,050 +4,362 $1,148
     CVX7,050+4,362$1,148
EXXON MOBIL CORP 13,129 +5,845 $1,084
     XOM13,129+5,845$1,084
FIRST TR LG CAPITAL VAL ALPHADEX FD COM SHS (FTA) 14,440 +802 $1,018
     FTA14,440+802$1,018
SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF (SPDW) 28,719 -567 $984
     SPDW28,719-567$984
ALPHABET INC CAP STK CL C 338 -31 $944
     GOOG338-31$944
MICROSOFT CORP 2,889 -2,049 $891
     MSFT2,889-2,049$891
VANGUARD FTSE EUROPE ETF (VGK) 13,551 +7,366 $844
     VGK13,551+7,366$844
SCHWAB US BROAD MARKET ETF (SCHB) 15,763 +6,625 $842
     SCHB15,763+6,625$842
ISHARES TRUST US TREAS BD ETF (GOVT) 33,749 +2,942 $841
     GOVT33,749+2,942$841
SCHWAB STRATEGIC TR US AGGREGATE B ETF (SCHZ) 16,606 +16,606 $840
     SCHZ16,606+16,606$840
REALTY INCOME CORP COM 11,890 +11,890 $824
     O11,890+11,890$824
CUBESMART 15,806 +15,806 $822
     CUBE15,806+15,806$822
NVIDIA CORP 3,010 -9,485 $821
     NVDA3,010-9,485$821
ISHARES TIPS BOND ETF (TIP) 6,426 +3,329 $801
     TIP6,426+3,329$801
FIRST TR EXCHANGETRADED FD CAP STRENGTH ETF (FTCS) 10,186 +904 $797
     FTCS10,186+904$797
ISHARES SELECT DIVIDEND ETF (DVY) 5,838 -799 $748
     DVY5,838-799$748
ISHARES CORE SP SMALLCAP E (IJR) 6,920 +879 $747
     IJR6,920+879$747
FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF (LMBS) 14,706 +67 $720
     LMBS14,706+67$720
SPDR SERIES TRUST PRTFLO SP500 GW ETF (SPYG) 10,680 -1,081 $707
     SPYG10,680-1,081$707
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 13,113 +6,437 $706
     SCHX13,113+6,437$706
FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF (FXR) 12,398 +4,429 $701
     FXR12,398+4,429$701
Marathon Oil Corporation 26,810 -133,520 $673
     MRO26,810-133,520$673
CONOCOPHILLIPS COM 6,704 +6,704 $670
     COP6,704+6,704$670

See Full List: All Stocks Held By Pinnacle Family Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Pinnacle Family Advisors LLC

Size ($ in 1000's)
At 03/31/2022: $187,732
At 12/31/2021: $220,899

Pinnacle Family Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pinnacle Family Advisors LLC 13F filings. Link to 13F filings: SEC filings

Pinnacle Family Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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