Pinnacle Family Advisors, LLC Portfolio Holdings
Q3 2025•123 long positions•$228.8M portfolio value
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Holding136 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $20.8M 9.07% | -$1.3M Sold | — 653.2K shares | 695.6K → 653.2K −$1.3M | -6.09% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $20.0M 8.72% | +$1.5M Bought | — 30.0K shares | 27.7K → 30.0K +$1.5M | +8.31% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $19.9M 8.68% | +$1.8M Bought | — 33.1K shares | 30.0K → 33.1K +$1.8M | +10.14% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $15.7M 6.88% | +$74.3K Bought | — 23.5K shares | 23.4K → 23.5K +$74.3K | +0.47% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $10.8M 4.73% | +$749.0K Bought | — 115.9K shares | 107.8K → 115.9K +$749.0K | +7.44% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $8.5M 3.71% | -$196.5K Sold | 0.009% 78.7K shares | 80.5K → 78.7K −$196.5K | -2.26% | $91.5B Large Cap | Q4 2016 Held for 8y 11m | |
Semiconductors Technology | $7.3M 3.21% | +$226.3K Bought | 0.0% 39.3K shares | 38.1K → 39.3K +$226.3K | +3.18% | $4.54T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $6.9M 3.02% | +$207.4K Bought | — 216.5K shares | 210.0K → 216.5K +$207.4K | +3.1% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $6.7M 2.92% | +$276.3K Bought | 0.0% 26.2K shares | 25.1K → 26.2K +$276.3K | +4.32% | $3.78T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $4.6M 2.02% | -$77.7K Sold | — 80.4K shares | 81.7K → 80.4K −$77.7K | -1.65% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.3M 1.89% | +$3.9M Bought | — 92.2K shares | 8.4K → 92.2K +$3.9M | +999.26% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $4.1M 1.79% | +$1.0M Bought | — 39.2K shares | 29.4K → 39.2K +$1.0M | +33.28% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.0M 1.76% | +$1.1M Bought | — 45.1K shares | 32.6K → 45.1K +$1.1M | +38.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.8M 1.67% | -$44.9K Sold | — 74.0K shares | 74.9K → 74.0K −$44.9K | -1.16% | — — | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $3.7M 1.63% | +$66.7K Bought | 0.0% 8.4K shares | 8.2K → 8.4K +$66.7K | +1.83% | $1.48T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $3.7M 1.62% | +$826.0 Bought | — 17.9K shares | 17.9K → 17.9K +$826.0 | +0.02% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.7M 1.61% | +$36.8K Bought | — 25.9K shares | 25.7K → 25.9K +$36.8K | +1.01% | — — | Q4 2016 Held for 8y 11m | |
Unknown Unknown | $3.5M 1.52% | +$793.4K Bought | — 9.8K shares | 7.6K → 9.8K +$793.4K | +29.56% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $3.3M 1.45% | -$575.3K Sold | 0.0% 15.1K shares | 17.8K → 15.1K −$575.3K | -14.76% | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $3.3M 1.43% | -$1.9K Sold | — 76.5K shares | 76.6K → 76.5K −$1.9K | -0.06% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 1.03% | -$91.6K Sold | — 30.2K shares | 31.3K → 30.2K −$91.6K | -3.73% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 1.03% | +$100.7K Bought | — 81.0K shares | 77.6K → 81.0K +$100.7K | +4.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.991% | -$282.6K Sold | — 23.0K shares | 25.9K → 23.0K −$282.6K | -11.08% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.2M 0.942% | +$674.0K Bought | — 29.0K shares | 19.9K → 29.0K +$674.0K | +45.52% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.1M 0.91% | +$140.2K Bought | — 79.0K shares | 73.7K → 79.0K +$140.2K | +7.22% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $2.0M 0.891% | +$43.7K Bought | — 78.9K shares | 77.2K → 78.9K +$43.7K | +2.19% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.9M 0.835% | -$79.6K Sold | — 53.2K shares | 55.4K → 53.2K −$79.6K | -4.0% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.7M 0.764% | -$53.5K Sold | — 32.3K shares | 33.3K → 32.3K −$53.5K | -2.97% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.724% | +$51.2K Bought | — 8.7K shares | 8.5K → 8.7K +$51.2K | +3.19% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.714% | +$2.2K Bought | — 11.2K shares | 11.2K → 11.2K +$2.2K | +0.13% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.5M 0.675% | +$578.0K Bought | — 22.9K shares | 14.4K → 22.9K +$578.0K | +59.87% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 0.615% | +$35.7K Bought | — 31.7K shares | 30.9K → 31.7K +$35.7K | +2.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.574% | -$57.5K Sold | — 2.8K shares | 3.0K → 2.8K −$57.5K | -4.2% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.568% | -$32.0K Sold | — 50.5K shares | 51.8K → 50.5K −$32.0K | -2.41% | — — | Q4 2016 Held for 8y 11m | |
Software - Infrastructure Technology | $1.3M 0.549% | +$154.5K Bought | 0.0% 6.9K shares | 6.0K → 6.9K +$154.5K | +14.02% | $432.76B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.542% | +$407.4K Bought | — 58.2K shares | 39.1K → 58.2K +$407.4K | +48.94% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.529% | +$81.1K Bought | — 52.4K shares | 48.9K → 52.4K +$81.1K | +7.18% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.2M 0.507% | -$88.8K Sold | — 15.8K shares | 17.0K → 15.8K −$88.8K | -7.11% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.492% | -$275.1K Sold | — 20.9K shares | 26.0K → 20.9K −$275.1K | -19.65% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $976.7K 0.427% | -$281.7K Sold | — 10.4K shares | 13.4K → 10.4K −$281.7K | -22.38% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $941.2K 0.411% | +$31.2K Bought | — 40.1K shares | 38.8K → 40.1K +$31.2K | +3.43% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $907.0K 0.396% | -$320.4K Sold | — 3.2K shares | 4.4K → 3.2K −$320.4K | -26.11% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $891.2K 0.39% | +$32.5K Bought | — 29.2K shares | 28.2K → 29.2K +$32.5K | +3.78% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $874.7K 0.382% | +$67.9K Bought | 0.001% 6.4K shares | 5.9K → 6.4K +$67.9K | +8.41% | $67.8B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $798.1K 0.349% | -$12.4K Sold | — 11.8K shares | 12.0K → 11.8K −$12.4K | -1.53% | — — | Q1 2021 Held for 4y 8m | |
Oil & Gas Integrated Energy | $796.7K 0.348% | +$21.3K Bought | 0.0% 7.1K shares | 6.9K → 7.1K +$21.3K | +2.75% | $480.68B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $786.1K 0.344% | +$40.0K Bought | — 6.5K shares | 6.2K → 6.5K +$40.0K | +5.36% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $764.0K 0.334% | +$194.5 Bought | — 3.9K shares | 3.9K → 3.9K +$194.5 | +0.03% | — — | Q2 2023 Held for 2y 5m | |
Coal Energy | $738.6K 0.323% | +$738.6K New | 0.034% 22.3K shares | 0 → 22.3K +$738.6K | New | $2.2B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $734.4K 0.321% | +$47.5K Bought | — 4.1K shares | 3.8K → 4.1K +$47.5K | +6.92% | — — | Q4 2024 Held for 11 months |
