Ticker | $ Bought |
---|---|
invesco exchange traded fd t | 5,247,940 |
ishares tr | 3,481,060 |
ishares tr | 3,346,910 |
ishares tr | 2,985,390 |
spdr ser tr | 1,881,560 |
spdr ser tr | 1,775,820 |
spdr ser tr | 1,747,770 |
ishares tr | 1,714,110 |
Ticker | % Inc. |
---|---|
ishares tr | 739 |
spdr dow jones indl average | 291 |
ishares tr | 175 |
first tr exchange traded fd | 136 |
ishares tr | 75.82 |
select sector spdr tr | 75.37 |
first tr exchange-traded fd | 52.01 |
select sector spdr tr | 42.12 |
Ticker | % Reduced |
---|---|
ishares inc | -68.94 |
first tr morningstar divid l | -55.69 |
spdr ser tr | -54.34 |
spdr s&p 500 etf tr | -53.51 |
ishares tr | -48.66 |
invesco qqq tr | -48.4 |
fidelity comwlth tr | -40.74 |
select sector spdr tr | -36.56 |
Ticker | $ Sold |
---|---|
ishares tr | -3,029,790 |
ishares tr | -3,128,360 |
invesco exchange traded fd t | -2,988,890 |
ishares inc | -938,636 |
vaneck etf trust | -3,393,400 |
first tr exchange traded fd | -226,899 |
spdr ser tr | -403,032 |
spdr ser tr | -443,154 |
Pinnacle Family Advisors, LLC has about 84.6% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 84.6 |
Technology | 6.4 |
Consumer Cyclical | 6.2 |
Pinnacle Family Advisors, LLC has about 15% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 84.6 |
MEGA-CAP | 10.2 |
LARGE-CAP | 4.8 |
About 14.9% of the stocks held by Pinnacle Family Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 84.7 |
S&P 500 | 14.9 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Pinnacle Family Advisors, LLC has 117 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Pinnacle Family Advisors, LLC last quarter.
Last Reported on: 14 Nov, 2024Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 3.25 | 26,891 | 6,265,560 | reduced | -0.68 | ||
AAXJ | ishares tr | 0.89 | 32,109 | 1,724,880 | reduced | -2.72 | ||
AAXJ | ishares tr | 0.42 | 11,595 | 818,723 | added | 75.82 | ||
AAXJ | ishares tr | 0.30 | 5,356 | 576,538 | added | 38.97 | ||
AAXJ | ishares tr | 0.25 | 5,036 | 482,504 | reduced | -16.95 | ||
AAXJ | ishares tr | 0.16 | 5,355 | 308,091 | reduced | -22.99 | ||
AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
ACWF | ishares tr | 0.49 | 20,054 | 944,925 | reduced | -0.56 | ||
AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
AFLG | first tr exchng traded fd vi | 1.96 | 83,458 | 3,775,660 | reduced | -1.06 | ||
AIRR | first tr exchange-traded fd | 0.78 | 18,855 | 1,514,060 | reduced | -4.32 | ||
AIRR | first tr exchange-traded fd | 0.43 | 13,989 | 828,309 | added | 3.67 | ||
AMPS | ishares tr | 0.26 | 5,597 | 511,036 | reduced | -48.66 | ||
AMZN | amazon com inc | 1.72 | 17,805 | 3,317,610 | reduced | -1.94 | ||
AOA | ishares tr | 2.05 | 73,838 | 3,956,960 | reduced | -1.7 | ||
BBAX | j p morgan exchange traded f | 0.23 | 7,594 | 451,908 | added | 1.89 | ||
BECO | blackrock etf trust | 0.28 | 10,988 | 543,576 | added | 0.41 | ||
BGLD | first tr exchange-traded fd | 1.29 | 27,366 | 2,484,860 | added | 52.01 | ||
BGLD | first tr exchange-traded fd | 0.45 | 4,122 | 873,163 | reduced | -2.92 | ||
BGLD | first tr exchange traded fd | 0.38 | 23,405 | 730,704 | added | 136 | ||