All Stocks Held By Pinnacle Family Advisors LLC

As of 12/31/2023, we find all stocks held by Pinnacle Family Advisors LLC to be as follows, presented in the table below with each row detailing each Pinnacle Family Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Pinnacle Family Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Pinnacle Family Advisors LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ISHARES TR (IVV)	41,973	-21,670	$20,048
IVV	41,973	-21,670	$20,048
TIDAL ETF TR II (FCUS)	608,633	+33,558	$14,790
FCUS	608,633	+33,558	$14,790
INVESCO QQQ TR	29,970	+1,686	$12,273
QQQ	29,970	+1,686	$12,273
SPDR S&P 500 ETF TR (SPY)	23,128	+238	$10,993
SPY	23,128	+238	$10,993
SCHWAB STRATEGIC TR	90,769	+2,154	$7,530
SCHG	90,769	+2,154	$7,530
INVESCO EXCHANGE TRADED FD T (XLG)	152,386	+33,665	$5,748
XLG	152,386	+33,665	$5,748
FIRST TR EXCHNG TRADED FD VI (FIXD)	127,551	+4,509	$5,689
FIXD	127,551	+4,509	$5,689
APPLE INC	27,851	-84,975	$5,362
AAPL	27,851	-84,975	$5,362
SPDR DOW JONES INDL AVERAGE (DIA)	13,616	+10,452	$5,132
DIA	13,616	+10,452	$5,132
FIDELITY COMWLTH TR	72,967	+14,381	$4,323
ONEQ	72,967	+14,381	$4,323
ISHARES TR (IVW)	56,158	+8,769	$4,217
IVW	56,158	+8,769	$4,217
SPDR SER TR (SPYV)	85,635	+85,635	$3,993
SPYV	85,635	+85,635	$3,993
SPDR SER TR (SLYG)	47,335	+47,335	$3,959
SLYG	47,335	+47,335	$3,959
OREILLY AUTOMOTIVE INC	3,756	-125	$3,568
ORLY	3,756	-125	$3,568
ISHARES TR (IGLB)	66,889	-5,365	$3,524
IGLB	66,889	-5,365	$3,524
SPDR SER TR (SPLG)	55,503	-570	$3,103
SPLG	55,503	-570	$3,103
AMAZON COM INC	19,040	-51,699	$2,893
AMZN	19,040	-51,699	$2,893
ISHARES TR (IVE)	16,286	+24	$2,832
IVE	16,286	+24	$2,832
ISHARES TR (EFA)	34,724	-18,030	$2,616
EFA	34,724	-18,030	$2,616
TESLA INC	10,503	-17,263	$2,610
TSLA	10,503	-17,263	$2,610
NVIDIA CORPORATION	4,600	-164	$2,278
NVDA	4,600	-164	$2,278
SELECT SECTOR SPDR TR (XLK)	10,097	+3,605	$1,943
XLK	10,097	+3,605	$1,943
ISHARES TR (ITOT)	15,575	-555	$1,639
ITOT	15,575	-555	$1,639
ISHARES TR (IYW)	13,134	+349	$1,612
IYW	13,134	+349	$1,612
ISHARES TR (IGIB)	28,638	-1,425	$1,489
IGIB	28,638	-1,425	$1,489
SELECT SECTOR SPDR TR (XLY)	8,200	+8,200	$1,466
XLY	8,200	+8,200	$1,466
FIRST TR EXCHANGE TRADED FD (FTCS)	17,566	+758	$1,406
FTCS	17,566	+758	$1,406
SCHWAB STRATEGIC TR	20,991	+4,652	$1,169
SCHB	20,991	+4,652	$1,169
FIRST TR EXCHANGE TRADED FD (TDIV)	17,253	+4,402	$1,106
TDIV	17,253	+4,402	$1,106
SPDR SER TR (SPAB)	40,563	-1,134	$1,040
SPAB	40,563	-1,134	$1,040
FIRST TR EXCHANGE TRAD FD VI (FAAR)	37,577	+1,380	$1,028
FAAR	37,577	+1,380	$1,028
SELECT SECTOR SPDR TR (XLI)	8,736	+5,245	$996
XLI	8,736	+5,245	$996
SCHWAB STRATEGIC TR	17,581	+4,505	$992
SCHX	17,581	+4,505	$992
SELECT SECTOR SPDR TR (XLF)	26,159	+14,878	$984
XLF	26,159	+14,878	$984
SELECT SECTOR SPDR TR (XLB)	11,197	+11,197	$958
XLB	11,197	+11,197	$958
SCHWAB STRATEGIC TR	19,275	-1,420	$899
SCHZ	19,275	-1,420	$899
ISHARES INC (PICK)	18,715	-1,250	$806
PICK	18,715	-1,250	$806
EXXON MOBIL CORP	7,268	-159	$727
XOM	7,268	-159	$727
FIRST TR EXCHANGE TRADED FD (RDVY)	13,896	+1,279	$718
RDVY	13,896	+1,279	$718
ISHARES TR (IJJ)	6,266	-1,383	$715
IJJ	6,266	-1,383	$715
FIRST TR LRG CP VL ALPHADEX (FTA)	9,971	-3,733	$706
FTA	9,971	-3,733	$706
SPDR SER TR (SPYG)	10,275	-2,664	$668
SPYG	10,275	-2,664	$668
ISHARES TR (DVY)	5,594	+690	$656
DVY	5,594	+690	$656
ISHARES TR (MBB)	6,459	-178	$608
MBB	6,459	-178	$608
ISHARES TR (IUSB)	12,941	-250	$596
IUSB	12,941	-250	$596
ISHARES TR (SHV)	5,284	+5,284	$582
SHV	5,284	+5,284	$582
ISHARES TR (USMV)	7,451	-2,032	$581
USMV	7,451	-2,032	$581
ISHARES TR (QUAL)	3,877	+14	$570
QUAL	3,877	+14	$570
FIRST TR VALUE LINE DIVID IN (FVD)	13,721	-332	$557
FVD	13,721	-332	$557
VANGUARD WORLD FDS (VHT)	2,189	-35	$549
VHT	2,189	-35	$549
FIRST TR NASDAQ 100 TECH IND (QTEC)	3,019	+1,184	$530
QTEC	3,019	+1,184	$530
FIRST TR EXCHANGE TRADED FD (FDN)	2,714	-1,558	$506
FDN	2,714	-1,558	$506
SELECT SECTOR SPDR TR (XLV)	3,604	-1,965	$492
XLV	3,604	-1,965	$492
VANECK ETF TRUST (SMH)	2,743	+596	$480
SMH	2,743	+596	$480
DIMENSIONAL ETF TRUST (DFAI)	16,640	+757	$477
DFAI	16,640	+757	$477
ISHARES TR (EFV)	9,106	-987	$474
EFV	9,106	-987	$474
SELECT SECTOR SPDR TR (XLE)	5,487	-2,640	$460
XLE	5,487	-2,640	$460
FIRST TR EXCHANGE TRADED FD (FMF)	9,647	+254	$445
FMF	9,647	+254	$445
FIRST TR EXCH TRD ALPHDX FD (FDT)	8,266	+44	$434
FDT	8,266	+44	$434
LOCKHEED MARTIN CORP	955	+955	$433
LMT	955	+955	$433
SPDR INDEX SHS FDS (SPDW)	12,629	-119	$430
SPDW	12,629	-119	$430
ISHARES TR (SHY)	5,145	+5,145	$422
SHY	5,145	+5,145	$422
J P MORGAN EXCHANGE TRADED F (JEPI)	7,631	+516	$420
JEPI	7,631	+516	$420
ISHARES TR (IGV)	1,015	+245	$412
IGV	1,015	+245	$412
ISHARES TR (EFG)	4,198	-974	$407
EFG	4,198	-974	$407
LOWES COS INC	1,813	UNCH	$404
LOW	1,813	UNCH	$404
SPDR SER TR (BIL)	4,400	+4,400	$402
BIL	4,400	+4,400	$402
HALLIBURTON CO	10,315	+10,315	$373
HAL	10,315	+10,315	$373
FIRST TRUST LRGCP GWT ALPHAD (FTC)	3,374	-1,610	$370
FTC	3,374	-1,610	$370
FIRST TR EXCHANGE TRADED FD (FXH)	3,517	-221	$364
FXH	3,517	-221	$364
IRON MTN INC DEL	5,202	+29	$364
IRM	5,202	+29	$364
FIRST TR EXCHANGE TRADED FD (LMBS)	7,499	+293	$362
LMBS	7,499	+293	$362
BERKSHIRE HATHAWAY INC DEL			$349
BRK.B	978	+373	$349
VANGUARD INDEX FDS (VUG)	1,079	-1,840	$335
VUG	1,079	-1,840	$335
ISHARES TR (TFLO)	6,303	-81	$318
TFLO	6,303	-81	$318
VANGUARD INTL EQUITY INDEX F (VGK)	4,482	+172	$289
VGK	4,482	+172	$289
ALPHABET INC	1,965	+15	$277
GOOG	1,965	+15	$277
FIRST TR EXCHANGE TRADED FD (LGOV)	12,482	+1,388	$276
LGOV	12,482	+1,388	$276
WALMART INC	1,705	-87	$269
WMT	1,705	-87	$269
VANGUARD INDEX FDS (VTI)	1,125	UNCH	$267
VTI	1,125	UNCH	$267
MICROSOFT CORP	693	UNCH	$261
MSFT	693	UNCH	$261
DIMENSIONAL ETF TRUST (DFSD)	5,310	-9	$250
DFSD	5,310	-9	$250
ISHARES INC (IEMG)	4,935	-894	$250
IEMG	4,935	-894	$250
SPDR INDEX SHS FDS (SPEM)	6,954	-103	$246
SPEM	6,954	-103	$246
DIMENSIONAL ETF TRUST (DFAE)	9,873	+283	$238
DFAE	9,873	+283	$238
INVESCO EXCH TRADED FD TR II (SPHD)	5,549	+5,549	$235
SPHD	5,549	+5,549	$235
PHILLIPS 66	1,740	-25	$232
PSX	1,740	-25	$232
ISHARES TR (TLT)	2,335	+2,335	$231
TLT	2,335	+2,335	$231
FIRST TR EXCHANGE TRADED FD (FTXO)	8,896	+8,896	$225
FTXO	8,896	+8,896	$225
FS KKR CAP CORP	11,081	-347	$221
FSK	11,081	-347	$221
WILLIAMS COS INC	6,310	+25	$220
WMB	6,310	+25	$220
FIRST TR EXCHANGE TRADED FD (FXN)	12,509	-403	$209
FXN	12,509	-403	$209
FIRST TR EXCH TRD ALPHDX FD (FEM)	9,055	+9,055	$200
FEM	9,055	+9,055	$200
FIRST TR EXCHANGE TRAD FD VI			$0 (exited)
FTGC	0	-31,187	$0
ISHARES TR			$0 (exited)
GOVT	0	-10,836	$0
ISHARES TR			$0 (exited)
IJH	0	-5,907	$0
ISHARES TR			$0 (exited)
IJR	0	-7,473	$0
VANECK ETF TRUST			$0 (exited)
OIH	0	-795	$0
ISHARES TR			$0 (exited)
TIP	0	-9,526	$0
SPDR SER TR			$0 (exited)
XHB	0	-3,335	$0
SELECT SECTOR SPDR TR	0	-5,430	$0 (exited)
XLC	0	-5,430	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
SPYV	+85,635	+$3,993
SLYG	+47,335	+$3,959
XLY	+8,200	+$1,466
XLB	+11,197	+$958
SHV	+5,284	+$582
LMT	+955	+$433
SHY	+5,145	+$422
BIL	+4,400	+$402
HAL	+10,315	+$373
SPHD	+5,549	+$235

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IJH	-5,907	-$1,473
TIP	-9,526	-$988
FTGC	-31,187	-$748
IJR	-7,473	-$705
XLC	-5,430	-$356
OIH	-795	-$274
XHB	-3,335	-$255
GOVT	-10,836	-$239

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
XLG	+33,665	+$1,716
FCUS	+33,558	+$2,422
XLF	+14,878	+$610
ONEQ	+14,381	+$1,277
DIA	+10,452	+$4,072
IVW	+8,769	+$975
XLI	+5,245	+$642
SCHB	+4,652	+$355
FIXD	+4,509	+$514
SCHX	+4,505	+$330

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
AAPL	-84,975	-$13,955
AMZN	-51,699	-$6,099
IVV	-21,670	-$7,282
EFA	-18,030	-$1,020
TSLA	-17,263	-$4,338
IGLB	-5,365	+$118
FTA	-3,733	-$182
SPYG	-2,664	-$99
XLE	-2,640	-$275

Pinnacle Family Advisors LLC Info

Size ($ in 1000's)
At 12/31/2023: $170,106
At 09/30/2023: $174,510

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

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