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