Fund HoldingsPinnacle Family Advisors, LLC

Total Portfolio Value
$193.04M
Total Bought
$48.04M
Total Sold
$40.71M
Net Transaction
+$7.34M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
0110,413+110,41305,2482.72%+5,248
SPDR DOW JONES INDL AVERAGE(DIA)3,19012,487+9,2971,2485,2832.74%+4,036
ISHARES TR0137,809+137,80903,4811.80%+3,481
ISHARES TR022,987+22,98703,3471.73%+3,347
ISHARES TR4,69139,371+34,6804343,7701.95%+3,336
ISHARES TR045,295+45,29502,9851.55%+2,985
TIDAL TR II
PINN FOCU OP ETF
634,337669,504+35,16717,53819,59410.15%+2,057
SPDR SER TR
ST STR P400MID
034,410+34,41001,8820.97%+1,882
SPDR SER TR
ST STR SP600SM C
020,454+20,45401,7760.92%+1,776
SPDR SER TR
ST STR SP600GRWO
018,771+18,77101,7480.91%+1,748
ISHARES TR07,760+7,76001,7140.89%+1,714
SPDR SER TR
ST STR P500VAL
031,950+31,95001,6890.87%+1,689
SPDR SER TR
ST STR SP400VAL
021,175+21,17501,6830.87%+1,683
ISHARES TR5,61315,459+9,8466792,0881.08%+1,409
OREILLY AUTOMOTIVE INC(ORLY)4,8765,514+6385,1496,3503.29%+1,201
FIRST TR EXCHANGE-TRADED FD18,00327,366+9,3631,5132,4851.29%+972
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,596+6,59608930.46%+893
SELECT SECTOR SPDR TR
ST STR REAL ETF
019,755+19,75508820.46%+882
ELI LILLY & CO(LLY)0646+64605720.30%+572
APPLE INC(AAPL)27,07626,891-1855,7036,2663.25%+563
SELECT SECTOR SPDR TR
ST STR UTIL ETF
6,54811,483+4,9354469280.48%+481
DIREXION SHS ETF TR034,846+34,84604700.24%+470
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,934+2,93404520.23%+452
FIRST TR EXCHANGE TRADED FD9,91423,405+13,4913027310.38%+428
TESLA INC(TSLA)06,729+6,72901,7610.91%+1,761
SPDR SER TR
ST STR SP HOME
03,345+3,34504170.22%+417
SPDR SER TR
ST STR SP INS
07,270+7,27004130.21%+413
INVESTMENT MANAGERS SER TR I015,843+15,84304130.21%+413
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
06,899+6,89904090.21%+409
ISHARES TR6,59511,595+5,0004378190.42%+381
SPDR SER TR
ST STR AGGRE ETF
56,69368,144+11,4511,4221,7810.92%+359
ISHARES TR17,20517,193-123,1313,3901.76%+259
NEXTERA ENERGY INC(NEE)02,928+2,92802470.13%+247
FTAI AVIATION LTD(FTAI)01,681+1,68102230.12%+223
INTERNATIONAL BUSINESS MACHS(IBM)0951+95102100.11%+210
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
05,373+5,37302090.11%+209
PROSHARES TR II016,776+16,77602060.11%+206
ISHARES TR75,11573,838-1,2773,7593,9572.05%+198
SPDR SER TR
ST STR SP400GRW
032,225+32,22502,8271.46%+2,827
IRON MTN INC DEL(IRM)5,2145,477+2634676510.34%+184
ISHARES TR3,8545,356+1,5023945770.30%+182
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
083,458+83,45803,7761.96%+3,776
SCHWAB STRATEGIC TR16,14818,503+2,3557128540.44%+142
SCHWAB STRATEGIC TR056,871+56,87105,9253.07%+5,925
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3511,920+5693064330.22%+128
WALMART INC(WMT)4,6305,434+8043134390.23%+125
VANGUARD INDEX FDS7,9627,798-1646677600.39%+93
LOWES COS INC(LOW)1,7981,796-23964860.25%+90
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
13,49413,989+4957398280.43%+90
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
20,00422,966+2,9624094910.25%+82
FIRST TR VALUE LINE DIVID IN
SHS
23,32322,507-8169501,0240.53%+73
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
60,67559,863-8121,2761,3410.69%+65
SCHWAB STRATEGIC TR18,56519,157+5928469100.47%+64
ISHARES TR5,7835,759-246567120.37%+56
BERKSHIRE HATHAWAY INC DEL993991-24044560.24%+52
FIRST TR LRG CP VL ALPHADEX
COM SHS
9,2509,235-156817310.38%+50
VANGUARD INDEX FDS1,4001,484+845245700.30%+46
VANGUARD WORLD FD
HEALTH CAR ETF
2,2092,233+245886300.33%+43
ONEOK INC NEW(OKE)2,7732,927+1542262670.14%+41
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
8,3809,082+7023944340.22%+40
MICROSOFT CORP(MSFT)616731+1152753150.16%+39
ISHARES TR
CORE UNIVRSL USD
20,16720,054-1139129450.49%+33
ISHARES TR33,00732,109-8981,6921,7250.89%+33
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
9,1179,508+3914384700.24%+32
SPDR INDEX SHS FDS
ST PORT MARK ETF
8,4588,477+193193500.18%+31
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
2,9783,015+373653960.21%+31
BLACKROCK ETF TRUST
ISHARES US EQUIT
10,94310,988+455145440.28%+30
ISHARES TR
MSCI USA QLT FCT
3,3003,308+85635930.31%+30
WILLIAMS COS INC(WMB)6,2996,510+2112682970.15%+29
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
7,4537,594+1414224520.23%+29
ISHARES TR2,3252,472+1472132420.13%+29
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
12,12313,972+1,8493643930.20%+29
SPDR INDEX SHS FDS
ST STR PO EX ETF
11,84811,820-284164440.23%+28
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
3,4153,439+243573850.20%+28
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
024,798+24,79806900.36%+690
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
16,80716,495-3124995240.27%+26
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
7,8157,881+664304550.24%+24
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
19,70618,855-8511,4911,5140.78%+23
VANGUARD INTL EQUITY INDEX F4,4614,488+272983190.17%+21
ISHARES TR2,2902,292+22022190.11%+17
VANGUARD INDEX FDS1,1361,125-113043180.16%+15
META PLATFORMS INC(META)397374-232002140.11%+14
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
11,60211,442-1603003140.16%+13
INVESTMENT MANAGERS SER TR I
AXS ES NE EC ETF
4,5004,550+503133210.17%+8
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
10,42410,441+171952000.10%+5
FIRST TR EXCHANGE-TRADED FD04,122+4,12208730.45%+873
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
3,4603,444-162172190.11%+2
SPDR SER TR
ST STR P500ETF
043,701+43,70102,9501.53%+2,950
FS KKR CAP CORP(FSK)10,44410,306-1382062030.11%-3
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
9,97510,156+1814854820.25%-3
SCHWAB STRATEGIC TR25,57424,120-1,4541,6431,6370.85%-7
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
8,7618,450-3112102020.10%-7
ISHARES TR14,62113,731-8901,7371,7250.89%-12
ISHARES TR01,987+1,98703010.16%+301
ALPHABET INC(GOOG)1,8651,940+753423240.17%-18
SCHWAB STRATEGIC TR66,15562,183-3,9724,1594,1362.14%-23
ISHARES TR9,4468,405-1,0411,0089830.51%-24
SPDR SER TR
ST STR SP REGBNK
8,9607,305-1,6554404130.21%-26
PHILLIPS 66(PSX)1,7991,725-742542270.12%-27
EXXON MOBIL CORP7,2516,668-5838357820.40%-53
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