HoldingsChannel.com
All Stocks Held By Pinnacle Family Advisors LLC
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
INVESCO QQQ TR 44,428 +17,704 $8,471
     QQQ44,428+17,704$8,471
ISHARES TR (IVV) 28,276 -13,631 $7,368
     IVV28,276-13,631$7,368
AMAZAON COM INC 3,495 -107 $6,815
     AMZN3,495-107$6,815
APPLE INC 21,201 +1,431 $5,393
     AAPL21,201+1,431$5,393
ISHARES TR (IVW) 28,432 -2,236 $4,703
     IVW28,432-2,236$4,703
ISHARES TR (JKE) 17,930 +17,930 $3,330
     JKE17,930+17,930$3,330
ISHARES TR (OEF) 27,890 +27,890 $3,308
     OEF27,890+27,890$3,308
ISHARES TR (IVE) 27,082 -12,534 $2,607
     IVE27,082-12,534$2,607
ISHARES TR (SHV) 21,931 +14,223 $2,435
     SHV21,931+14,223$2,435
O REILLY AUTOMOTIVE INC NEW 4,998 +1,100 $2,396
     ORLY4,998+1,100$2,396
SPDR SP 500 ETF TR (SPY) 8,694 +8,694 $2,241
     SPY8,694+8,694$2,241
FIDELITY COMWLTH TR 6,848 -2,566 $2,065
     ONEQ6,848-2,566$2,065
ISHARES TR (IYW) 9,722 +1,325 $1,987
     IYW9,722+1,325$1,987
ISHARES TR (ITOT) 32,709 -40,907 $1,900
     ITOT32,709-40,907$1,900
ISHARES TR (IYK) 14,885 +14,885 $1,611
     IYK14,885+14,885$1,611
PROSHARES TR (SH) 58,233 +58,233 $1,611
     SH58,233+58,233$1,611
ISHARES TR (IDU) 11,610 +11,610 $1,603
     IDU11,610+11,610$1,603
ALPHABET INC 1,362 +850 $1,584
     GOOG1,362+850$1,584
ISHARES TR (SHY) 18,135 +18,135 $1,572
     SHY18,135+18,135$1,572
ISHARES TR (IYR) 22,265 +22,265 $1,549
     IYR22,265+22,265$1,549
MICROSOFT CORP 9,508 +6,833 $1,505
     MSFT9,508+6,833$1,505
BERKSHIRE HATHAWAY INC DEL      $1,370
     BRK.A5UNCH$1,370
SPDR GOLD TRUST (GLD) 8,250 -200 $1,221
     GLD8,250-200$1,221
ISHARES TR (IGIB) 20,813 +880 $1,143
     IGIB20,813+880$1,143
NETFLIX INC 2,143 -503 $803
     NFLX2,143-503$803
ISHARES TR (IJH) 5,083 -3,997 $739
     IJH5,083-3,997$739
SCHWAB STRATEGIC TR 10,550 -11,295 $646
     SCHX10,550-11,295$646
FIRST TR EXCHANGE TRADED FD (FTSM) 10,924 +5,100 $645
     FTSM10,924+5,100$645
TESLA INC 1,210 +498 $626
     TSLA1,210+498$626
ISHARES TR (USMV) 11,221 +4,408 $616
     USMV11,221+4,408$616
UNITED PARCEL SERVICE INC 6,158 +6,158 $602
     UPS6,158+6,158$602
ISHARES TR (EFA) 10,945 -13,998 $590
     EFA10,945-13,998$590
INVESCO EXCHNG TRADED FD TR (PGX) 40,632 +15,518 $535
     PGX40,632+15,518$535
SCHWAB STRATEGIC TR 9,453 -8,620 $487
     SCHA9,453-8,620$487
VISA INC 2,974 +1,325 $487
     V2,974+1,325$487
INVESCO EXCHNG TRADED FD TR (BKLN) 22,158 -7,494 $453
     BKLN22,158-7,494$453
SPDR SER TR (FLRN) 15,322 -12,169 $450
     FLRN15,322-12,169$450
WALMART INC 3,897 +37 $446
     WMT3,897+37$446
SCHWAB STRATEGIC TR 10,287 -14,071 $434
     SCHM10,287-14,071$434
INVESCO EXCHNG TRADED FD TR (RSP) 4,300 -23,520 $361
     RSP4,300-23,520$361
ISHARES TR (LQD) 2,784 +2,784 $344
     LQD2,784+2,784$344
SCHWAB STRATEGIC TR 6,258 -7,644 $324
     SCHO6,258-7,644$324
ISHARES TR (TIP) 2,646 +279 $313
     TIP2,646+279$313
SCHWAB STRATEGIC TR 3,855 -7,274 $307
     SCHG3,855-7,274$307
DISNEY WALT CO 3,070 +3,070 $303
     DIS3,070+3,070$303
ATT INC 9,366 -2,985 $287
     T9,366-2,985$287
LULULEMON ATHLETICA INC 1,500 +1,500 $284
     LULU1,500+1,500$284
LILLY ELI CO 1,954 -346 $271
     LLY1,954-346$271
MASTERCARD INC 1,060 -122 $256
     MA1,060-122$256
ZOETIS INC 1,980 +1,980 $233
     ZTS1,980+1,980$233
ADVANCED MICRO DEVICES INC 5,112 -4,285 $232
     AMD5,112-4,285$232
COSTCO WHSL CORP NEW 772 +772 $221
     COST772+772$221
EQUINIX INC 354 +354 $221
     EQIX354+354$221
DOLLAR GEN CORP NEW 1,448 +1,448 $219
     DG1,448+1,448$219
NEXTERA ENERGY INC 863 +863 $213
     NEE863+863$213
DANAHER CORPORATION 1,517 +1,517 $210
     DHR1,517+1,517$210
SBA COMMUNICATIONS CORP NEW 768 +768 $207
     SBAC768+768$207
BOEING CO $0 (exited)
     BA0-923$0
PIMCO ETF TR $0 (exited)
     CORP0-2,346$0
SPDR SERIES TRUST $0 (exited)
     CWB0-3,844$0
SPDR DOW JONES INDL AVRG ETF $0 (exited)
     DIA0-17,400$0
ISHARES TR $0 (exited)
     DVY0-13,085$0
FACEBOOK INC $0 (exited)
     FB0-1,455$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FBT0-2,887$0
FIRST TR EXCH TRD ALPHA FD I $0 (exited)
     FBZ0-22,685$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FDN0-2,817$0
FIRST TR LRGE CP CORE ALPHA $0 (exited)
     FEX0-4,005$0
FIRST TR EXCHNG TRADED FD VI $0 (exited)
     FIXD0-15,295$0
FIRST TR EXCH TRD ALPHA FD I $0 (exited)
     FLN0-15,340$0
ISHARES TR $0 (exited)
     FLOT0-26,807$0
FIRST TR MID CAP CORE ALPHAD $0 (exited)
     FNX0-3,078$0
FIRST TR S&P REIT INDEX FD $0 (exited)
     FRI0-174,300$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FTXL0-8,935$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FXH0-21,125$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FXL0-4,836$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FXR0-39,210$0
FIRST TR SML CP CORE ALPHA F $0 (exited)
     FYX0-3,481$0
HONEYWELL INTL INC $0 (exited)
     HON0-1,169$0
ISHARES TR $0 (exited)
     HYG0-5,257$0
ISHARES INC $0 (exited)
     IEMG0-15,355$0
ISHARES TR $0 (exited)
     IGLB0-10,653$0
ISHARES TR $0 (exited)
     IUSV0-3,983$0
ISHARES TR $0 (exited)
     IYF0-13,055$0
INVESCO EXCHNG TRADED FD TR $0 (exited)
     PCY0-40,361$0
INVESCO EXCHNG TRADED FD TR $0 (exited)
     PLW0-22,355$0
DIREXION SHS ETF TR $0 (exited)
     QQQE0-6,743$0
FIRST TR NASDAQ100 TECH INDE $0 (exited)
     QTEC0-8,414$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHB0-4,433$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHH0-8,036$0
SPDR SERIES TRUST $0 (exited)
     SLYG0-4,767$0
INVESCO EXCHNG TRADED FD TR $0 (exited)
     SPLV0-4,258$0
VANGUARD INDEX FDS $0 (exited)
     VNQ0-3,033$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     XLG0-2,251$0
EXXON MOBIL CORP 0 -3,042 $0 (exited)
     XOM0-3,042$0

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

EntityShares/Amount
Change
Position Value
Change
JKE +17,930+$3,330
OEF +27,890+$3,308
SPY +8,694+$2,241
IYK +14,885+$1,611
SH +58,233+$1,611
IDU +11,610+$1,603
SHY +18,135+$1,572
IYR +22,265+$1,549
UPS +6,158+$602
LQD +2,784+$344
EntityShares/Amount
Change
Position Value
Change
DIA -17,400-$4,961
FRI -174,300-$4,553
IYF -13,055-$1,799
FXH -21,125-$1,779
FXR -39,210-$1,770
DVY -13,085-$1,383
FLOT -26,807-$1,365
PCY -40,361-$1,194
QTEC -8,414-$843
IEMG -15,355-$826
EntityShares/Amount
Change
Position Value
Change
QQQ +17,704+$2,789
PGX +15,518+$158
SHV +14,223+$1,584
MSFT +6,833+$1,083
FTSM +5,100+$295
USMV +4,408+$169
AAPL +1,431-$413
IYW +1,325+$34
V +1,325+$177
ORLY +1,100+$688
EntityShares/Amount
Change
Position Value
Change
ITOT -40,907-$3,451
RSP -23,520-$2,858
SCHM -14,071-$1,031
EFA -13,998-$1,142
IVV -13,631-$6,178
IVE -12,534-$2,547
FLRN -12,169-$395
SCHX -11,295-$1,032
SCHA -8,620-$880
Size ($ 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

All Stocks Held By Pinnacle Family Advisors LLC | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.