HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO QQQ TR |
44,428 | +17,704 | $8,471 |
| QQQ | 44,428 | +17,704 | $8,471 |
| ISHARES TR (IVV) |
28,276 | -13,631 | $7,368 |
| IVV | 28,276 | -13,631 | $7,368 |
| AMAZAON COM INC |
3,495 | -107 | $6,815 |
| AMZN | 3,495 | -107 | $6,815 |
| APPLE INC |
21,201 | +1,431 | $5,393 |
| AAPL | 21,201 | +1,431 | $5,393 |
| ISHARES TR (IVW) |
28,432 | -2,236 | $4,703 |
| IVW | 28,432 | -2,236 | $4,703 |
| ISHARES TR (JKE) |
17,930 | +17,930 | $3,330 |
| JKE | 17,930 | +17,930 | $3,330 |
| ISHARES TR (OEF) |
27,890 | +27,890 | $3,308 |
| OEF | 27,890 | +27,890 | $3,308 |
| ISHARES TR (IVE) |
27,082 | -12,534 | $2,607 |
| IVE | 27,082 | -12,534 | $2,607 |
| ISHARES TR (SHV) |
21,931 | +14,223 | $2,435 |
| SHV | 21,931 | +14,223 | $2,435 |
| O REILLY AUTOMOTIVE INC NEW |
4,998 | +1,100 | $2,396 |
| ORLY | 4,998 | +1,100 | $2,396 |
| SPDR SP 500 ETF TR (SPY) |
8,694 | +8,694 | $2,241 |
| SPY | 8,694 | +8,694 | $2,241 |
| FIDELITY COMWLTH TR |
6,848 | -2,566 | $2,065 |
| ONEQ | 6,848 | -2,566 | $2,065 |
| ISHARES TR (IYW) |
9,722 | +1,325 | $1,987 |
| IYW | 9,722 | +1,325 | $1,987 |
| ISHARES TR (ITOT) |
32,709 | -40,907 | $1,900 |
| ITOT | 32,709 | -40,907 | $1,900 |
| ISHARES TR (IYK) |
14,885 | +14,885 | $1,611 |
| IYK | 14,885 | +14,885 | $1,611 |
| PROSHARES TR (SH) |
58,233 | +58,233 | $1,611 |
| SH | 58,233 | +58,233 | $1,611 |
| ISHARES TR (IDU) |
11,610 | +11,610 | $1,603 |
| IDU | 11,610 | +11,610 | $1,603 |
| ALPHABET INC |
1,362 | +850 | $1,584 |
| GOOG | 1,362 | +850 | $1,584 |
| ISHARES TR (SHY) |
18,135 | +18,135 | $1,572 |
| SHY | 18,135 | +18,135 | $1,572 |
| ISHARES TR (IYR) |
22,265 | +22,265 | $1,549 |
| IYR | 22,265 | +22,265 | $1,549 |
| MICROSOFT CORP |
9,508 | +6,833 | $1,505 |
| MSFT | 9,508 | +6,833 | $1,505 |
 BERKSHIRE HATHAWAY INC DEL |
$1,370 | ||
| BRK.A | 5 | UNCH | $1,370 |
| SPDR GOLD TRUST (GLD) |
8,250 | -200 | $1,221 |
| GLD | 8,250 | -200 | $1,221 |
| ISHARES TR (IGIB) |
20,813 | +880 | $1,143 |
| IGIB | 20,813 | +880 | $1,143 |
| NETFLIX INC |
2,143 | -503 | $803 |
| NFLX | 2,143 | -503 | $803 |
| ISHARES TR (IJH) |
5,083 | -3,997 | $739 |
| IJH | 5,083 | -3,997 | $739 |
| SCHWAB STRATEGIC TR |
10,550 | -11,295 | $646 |
| SCHX | 10,550 | -11,295 | $646 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
10,924 | +5,100 | $645 |
| FTSM | 10,924 | +5,100 | $645 |
| TESLA INC |
1,210 | +498 | $626 |
| TSLA | 1,210 | +498 | $626 |
| ISHARES TR (USMV) |
11,221 | +4,408 | $616 |
| USMV | 11,221 | +4,408 | $616 |
| UNITED PARCEL SERVICE INC |
6,158 | +6,158 | $602 |
| UPS | 6,158 | +6,158 | $602 |
| ISHARES TR (EFA) |
10,945 | -13,998 | $590 |
| EFA | 10,945 | -13,998 | $590 |
| INVESCO EXCHNG TRADED FD TR (PGX) |
40,632 | +15,518 | $535 |
| PGX | 40,632 | +15,518 | $535 |
| SCHWAB STRATEGIC TR |
9,453 | -8,620 | $487 |
| SCHA | 9,453 | -8,620 | $487 |
| VISA INC |
2,974 | +1,325 | $487 |
| V | 2,974 | +1,325 | $487 |
| INVESCO EXCHNG TRADED FD TR (BKLN) |
22,158 | -7,494 | $453 |
| BKLN | 22,158 | -7,494 | $453 |
| SPDR SER TR (FLRN) |
15,322 | -12,169 | $450 |
| FLRN | 15,322 | -12,169 | $450 |
| WALMART INC |
3,897 | +37 | $446 |
| WMT | 3,897 | +37 | $446 |
| SCHWAB STRATEGIC TR |
10,287 | -14,071 | $434 |
| SCHM | 10,287 | -14,071 | $434 |
| INVESCO EXCHNG TRADED FD TR (RSP) |
4,300 | -23,520 | $361 |
| RSP | 4,300 | -23,520 | $361 |
| ISHARES TR (LQD) |
2,784 | +2,784 | $344 |
| LQD | 2,784 | +2,784 | $344 |
| SCHWAB STRATEGIC TR |
6,258 | -7,644 | $324 |
| SCHO | 6,258 | -7,644 | $324 |
| ISHARES TR (TIP) |
2,646 | +279 | $313 |
| TIP | 2,646 | +279 | $313 |
| SCHWAB STRATEGIC TR |
3,855 | -7,274 | $307 |
| SCHG | 3,855 | -7,274 | $307 |
| DISNEY WALT CO |
3,070 | +3,070 | $303 |
| DIS | 3,070 | +3,070 | $303 |
| ATT INC |
9,366 | -2,985 | $287 |
| T | 9,366 | -2,985 | $287 |
| LULULEMON ATHLETICA INC |
1,500 | +1,500 | $284 |
| LULU | 1,500 | +1,500 | $284 |
| LILLY ELI CO |
1,954 | -346 | $271 |
| LLY | 1,954 | -346 | $271 |
| MASTERCARD INC |
1,060 | -122 | $256 |
| MA | 1,060 | -122 | $256 |
| ZOETIS INC |
1,980 | +1,980 | $233 |
| ZTS | 1,980 | +1,980 | $233 |
See Full List: All Stocks Held By Pinnacle Family Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pinnacle Family Advisors LLC
|
Size ($ in 1000's)
At 03/31/2020: $83,153 At 12/31/2019: $111,019 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 |
