The Analysis of Pinnacle Family Advisors, LLC's Holdings
Currently, Pinnacle Family Advisors, LLC holds 141 types of securities in its portfolio with a total value $227.2M. In the most recent quarter, they have increased their positions in EEM (+31.7K shares, valued at $1.7M), XLG (+25.6K shares, valued at $1.5M), SPMD (+22.9K shares, valued at $1.3M); decreased their positions in SPY (-8.0K shares, valued at $5.5M), SPEM (-83.4K shares, valued at $3.9M), N/A (-5.3K shares, valued at $3.2M); initiated new positions in EEM (+31.7K shares, valued at $1.7M), SPMD (+22.9K shares, valued at $1.3M), AFLG (+33.3K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR23.3K shares-0.75%2025-12-312026-02-17
SPY SPDR S&P 500 ETF TR21.9K shares-26.75%2025-12-312026-02-17 EFA ISHARES TR99.7K shares-13.94%2025-12-312026-02-17 NVDA NVIDIA CORPORATION39.2K shares-0.33%2025-12-312026-02-17 ORLY OREILLY AUTOMOTIVE INC79.3K shares0.76%2025-12-312026-02-17 AAPL APPLE INC26.1K shares-0.27%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR215.0K shares-0.71%2025-12-312026-02-17 XLG INVESCO EXCHANGE TRADED FD T106.0K shares31.88%2025-12-312026-02-17 GLD SPDR GOLD TR10.8K shares10.45%2025-12-312026-02-17 ONEQ FIDELITY COMWLTH TR45.4K shares0.71%2025-12-312026-02-17 IVE ISHARES TR18.0K shares0.21%2025-12-312026-02-17 TSLA TESLA INC8.2K shares-1.43%2025-12-312026-02-17 IGLB ISHARES TR73.4K shares-0.92%2025-12-312026-02-17 DVY ISHARES TR26.1K shares0.86%2025-12-312026-02-17 AMZN AMAZON COM INC14.7K shares-2.90%2025-12-312026-02-17 DIA SPDR DOW JONES INDL AVERAGE5.1K shares80.35%2025-12-312026-02-17 SCHV SCHWAB STRATEGIC TR80.0K shares-1.26%2025-12-312026-02-17 SPYM SPDR SERIES TRUST27.9K shares-7.63%2025-12-312026-02-17 TDIV FIRST TR EXCHANGE TRADED FD23.0K shares-0.02%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS29.9K shares3.13%2025-12-312026-02-17 RDVY FIRST TR EXCHANGE TRADED FD30.0K shares30.69%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR75.1K shares-4.93%2025-12-312026-02-17 XLF SELECT SECTOR SPDR TR32.9K shares57.81%2025-12-312026-02-17 EEM ISHARES TR31.7K sharesnew addition2025-12-312026-02-17 IGIB ISHARES TR32.0K shares-1.08%2025-12-312026-02-17 ITOT ISHARES TR11.0K shares-1.63%2025-12-312026-02-17 SLV ISHARES SILVER TR25.4K shares109.52%2025-12-312026-02-17 SPDW SPDR INDEX SHS FDS33.0K shares-56.83%2025-12-312026-02-17 FTGS FIRST TR EXCHANGE-TRADED FD40.0K shares-24.82%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC7.9K shares14.63%2025-12-312026-02-17 FIXD FIRST TR EXCHNG TRADED FD VI31.1K shares-1.82%2025-12-312026-02-17 SPMD SPDR SERIES TRUST22.9K sharesnew addition2025-12-312026-02-17 FTCB FIRST TR EXCHANGE-TRADED FD62.2K shares6.88%2025-12-312026-02-17 AFLG FIRST TR EXCHNG TRADED FD VI33.3K sharesnew addition2025-12-312026-02-17 SPYG SPDR SERIES TRUST12.1K shares-69.10%2025-12-312026-02-17 SPSM SPDR SERIES TRUST27.6K sharesnew addition2025-12-312026-02-17 SCHI SCHWAB STRATEGIC TR54.0K shares3.06%2025-12-312026-02-17 SCHB SCHWAB STRATEGIC TR45.2K shares-10.64%2025-12-312026-02-17 SLYV SPDR SERIES TRUST12.7K sharesnew addition2025-12-312026-02-17 SPYV SPDR SERIES TRUST19.4K sharesnew addition2025-12-312026-02-17 MDYV SPDR SERIES TRUST12.8K sharesnew addition2025-12-312026-02-17 SPAB SPDR SERIES TRUST41.6K shares-47.23%2025-12-312026-02-17 ARKK ARK ETF TR13.8K sharesnew addition2025-12-312026-02-17 SCHZ SCHWAB STRATEGIC TR42.2K shares5.29%2025-12-312026-02-17 FTCS FIRST TR EXCHANGE-TRADED FD10.5K shares1.12%2025-12-312026-02-17 XOM EXXON MOBIL CORP7.2K shares2.25%2025-12-312026-02-17 FBT FIRST TR EXCHANGE-TRADED FD4.0K shares-1.66%2025-12-312026-02-17 FAAR FIRST TR EXCHANGE TRAD FD VI29.3K shares0.09%2025-12-312026-02-17 WMT WALMART INC7.0K shares0.00%2025-12-312026-02-17 DYNF BLACKROCK ETF TRUST12.6K shares13.55%2025-12-312026-02-17 IVW ISHARES TR6.2K shares-4.39%2025-12-312026-02-17 XLU SELECT SECTOR SPDR TR17.3K sharesnew addition2025-12-312026-02-17 EFV ISHARES TR10.2K shares-13.13%2025-12-312026-02-17 VNQ VANGUARD INDEX FDS7.8K shares0.53%2025-12-312026-02-17 DFSD DIMENSIONAL ETF TRUST14.4K shares27.41%2025-12-312026-02-17 DFAI DIMENSIONAL ETF TRUST18.0K shares2.36%2025-12-312026-02-17 IJJ ISHARES TR5.2K shares-0.55%2025-12-312026-02-17 QUAL ISHARES TR3.4K shares-12.27%2025-12-312026-02-17 LGOV FIRST TR EXCHANGE-TRADED FD30.4K shares-1.82%2025-12-312026-02-17 XLB SELECT SECTOR SPDR TR14.5K sharesnew addition2025-12-312026-02-17 XLC SELECT SECTOR SPDR TR5.6K shares100.04%2025-12-312026-02-17 XLY SELECT SECTOR SPDR TR5.4K sharesnew addition2025-12-312026-02-17 FIIG FIRST TR EXCHANGE-TRADED FD29.1K shares4.37%2025-12-312026-02-17 FDN FIRST TR EXCHANGE-TRADED FD2.2K shares-30.73%2025-12-312026-02-17 LMBS FIRST TR EXCHANGE-TRADED FD12.0K shares5.89%2025-12-312026-02-17 IUSB ISHARES TR12.9K shares-12.95%2025-12-312026-02-17 FTA FIRST TR EXCHANGE-TRADED ALP6.9K shares-0.23%2025-12-312026-02-17 FVD FIRST TR EXCHANGE-TRADED FD12.9K shares-0.23%2025-12-312026-02-17 FDT FIRST TR EXCH TRD ALPHDX FD7.3K shares-5.41%2025-12-312026-02-17 XTEN BONDBLOXX ETF TRUST12.4K shares13.24%2025-12-312026-02-17 FMF FIRST TR EXCHANGE-TRADED FD12.0K shares-0.32%2025-12-312026-02-17 TOTL SSGA ACTIVE ETF TR14.0K sharesnew addition2025-12-312026-02-17 VUG VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.7K shares0.00%2025-12-312026-02-17 DBMF LITMAN GREGORY FDS TR19.1K shares0.87%2025-12-312026-02-17 USMV ISHARES TR5.3K shares-2.43%2025-12-312026-02-17 IRM IRON MTN INC DEL5.8K shares0.39%2025-12-312026-02-17 LTC LTC PPTYS INC14.0K shares1.01%2025-12-312026-02-17 MBB ISHARES TR4.9K shares6.11%2025-12-312026-02-17 ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-02-17 LOW LOWES COS INC1.8K shares0.00%2025-12-312026-02-17 IEMG ISHARES INC6.3K shares-10.94%2025-12-312026-02-17 SMH VANECK ETF TRUST1.2K sharesnew addition2025-12-312026-02-17 WMB WILLIAMS COS INC6.9K shares0.28%2025-12-312026-02-17 SPEM SPDR INDEX SHS FDS8.8K shares-90.45%2025-12-312026-02-17 FTEC FIDELITY COVINGTON TRUST1.8K shares3.40%2025-12-312026-02-17 BAC BANK AMERICA CORP7.4K shares2.03%2025-12-312026-02-17 VGK VANGUARD INTL EQUITY INDEX F4.8K shares0.69%2025-12-312026-02-17 SGVT SCHWAB STRATEGIC TR4.0K shares0.00%2025-12-312026-02-17 IJH ISHARES TR6.0K shares1.56%2025-12-312026-02-17 DFAE DIMENSIONAL ETF TRUST11.7K shares-3.59%2025-12-312026-02-17 MDYG SPDR SERIES TRUST3.7K shares0.22%2025-12-312026-02-17 EPR EPR PPTYS6.8K shares2.41%2025-12-312026-02-17 GOCT FIRST TR EXCHNG TRADED FD VI8.6K sharesnew addition2025-12-312026-02-17 BINC BLACKROCK ETF TRUST II6.3K shares9.54%2025-12-312026-02-17 CRWV COREWEAVE INC4.5K shares-29.49%2025-12-312026-02-17 JEPI J P MORGAN EXCHANGE TRADED F5.6K shares-19.20%2025-12-312026-02-17 MSFT MICROSOFT CORP664 shares-9.54%2025-12-312026-02-17 SYK STRYKER CORPORATION911 shares2.13%2025-12-312026-02-17 KIE SPDR SERIES TRUST5.3K sharesnew addition2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.76%2025-12-312026-02-17 SLX VANECK ETF TRUST3.7K sharesnew addition2025-12-312026-02-17 KRE SPDR SERIES TRUST4.8K sharesnew addition2025-12-312026-02-17 XHB SPDR SERIES TRUST3.0K sharesnew addition2025-12-312026-02-17 XRT SPDR SERIES TRUST3.5K sharesnew addition2025-12-312026-02-17 QTEC FIRST TR EXCHANGE-TRADED FD1.3K shares-50.51%2025-12-312026-02-17 FEP FIRST TR EXCH TRD ALPHDX FD5.2K shares-4.56%2025-12-312026-02-17 FTLS FIRST TR EXCH TRADED FD III3.9K shares-3.78%2025-12-312026-02-17 CVX CHEVRON CORP NEW1.8K shares0.28%2025-12-312026-02-17 BAI BLACKROCK ETF TRUST8.2K sharesnew addition2025-12-312026-02-17 FEM FIRST TR EXCH TRD ALPHDX FD9.9K shares-1.28%2025-12-312026-02-17 IAGG ISHARES TR5.3K shares12.47%2025-12-312026-02-17 META META PLATFORMS INC400 shares-9.50%2025-12-312026-02-17 FJP FIRST TR EXCH TRD ALPHDX FD3.9K shares-1.99%2025-12-312026-02-17 THRO BLACKROCK ETF TRUST6.6K shares4.23%2025-12-312026-02-17 OKE ONEOK INC NEW3.4K shares0.97%2025-12-312026-02-17 PATH UIPATH INC15.3K sharesnew addition2025-12-312026-02-17 PSX PHILLIPS 661.9K shares0.79%2025-12-312026-02-17 DFAC DIMENSIONAL ETF TRUST6.2K shares0.77%2025-12-312026-02-17 NEE NEXTERA ENERGY INC3.0K shares-0.20%2025-12-312026-02-17 FTXO FIRST TR EXCHANGE TRADED FD6.4K shares-0.43%2025-12-312026-02-17 TBIL RBB FD INC4.8K shares-5.93%2025-12-312026-02-17 XLSR SSGA ACTIVE TR3.8K sharesnew addition2025-12-312026-02-17 RTX RTX CORPORATION1.3K shares-1.78%2025-12-312026-02-17 QUS SPDR SERIES TRUST1.3K sharesnew addition2025-12-312026-02-17 GLDM WORLD GOLD TR2.6K sharesnew addition2025-12-312026-02-17 IUSV ISHARES TR2.2K shares0.09%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO600 sharesnew addition2025-12-312026-02-17 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-12-312026-02-17 V VISA INC624 shares-6.02%2025-12-312026-02-17 HYG ISHARES TR2.6K shares0.84%2025-12-312026-02-17 FSIG FIRST TR EXCHANGE-TRADED FD11.0K shares1.55%2025-12-312026-02-17 HYBL SSGA ACTIVE TR7.3K sharesnew addition2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.637 sharesnew addition2025-12-312026-02-17 SBET SHARPLINK GAMING INC20.8K shares-18.31%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available