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Pinnacle Family Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
FIRST TR LRG CP VL ALPHADEX FTACOM SHS13,737-31,396915,972,000-2,080,679,0000.49  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND FNXCommon2,273-10,542218,927,000-933,942,0000.12  Hist 06/30/2023
iSHARES TRUST ESGUCommon3,244-5,844316,170,000-505,864,0000.17  Hist 06/30/2023
iSHARES TRUST IJJCommon8,114-4,839869,234,000-461,914,0000.47  Hist 06/30/2023
LMBS LMBSCommon Stock48-16,823427,309,000-380,317,0000.23  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII FIXDCommon115,265-3,3375,091,259,000-252,959,0002.75  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VI FTXOCommon9,772-11,168207,383,000-237,793,0000.11  Hist 06/30/2023
PROSHARES TR SHORT SANDP 500 NE SHSTOCK123,925-4,7711,720,079,000-210,361,0000.93  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon605-736206,305,000-207,756,0000.11  Hist 06/30/2023
MICROSOFT CORP MSFTCommon824-823280,765,000-194,098,0000.150.00 Hist 06/30/2023
Alphabet Inc. GOOGCOM1,950-1,800235,892,000-154,108,0000.13  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon1,125-779247,771,000-140,754,0000.13  Hist 06/30/2023
FIDELITY COMWLTH TR ONEQCommon37,726-7,6422,040,220,000-135,175,0001.10  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon7,420-821795,803,000-107,946,0000.430.00 Hist 06/30/2023
FTGC FTGCCOM32,976-2,641750,870,000-85,778,0000.41  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VII FAARCommon34,187-799962,716,000-76,357,0000.52  Hist 06/30/2023
Enphase Energy, Inc. ENPHCommon1,226-75205,330,000-68,244,0000.11  Hist 06/30/2023
iSHARES TRUST EFVMSCI VAL IDX8,233-1,237402,904,000-56,688,0000.22  Hist 06/30/2023
SPDR SERIES TRUST BNDSCommon41,274-8341,047,115,000-38,847,0000.57  Hist 06/30/2023
SPDR SERIES TRUST MDYVCommon3,357-527230,894,000-25,761,0000.12  Hist 06/30/2023
VANGUARD WORLD FDS HEALTH CAR VHTSTOCK2,172-142531,713,000-20,048,0000.29  Hist 06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA 3,146-1631,081,598,000-18,963,0000.58  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND V FMFCommon9,199-517439,811,000-16,927,0000.24  Hist 06/30/2023
FIRST TR EXCH TRD ALPHA FD I FDTCommon11,421-443586,461,000-14,909,0000.32  Hist 06/30/2023
GREAT WEST LIFE ASSURANCE CO /CAN/ GWLCommon12,860-510418,463,000-10,993,0000.23  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHMCommon4,377-324310,879,000-8,086,0000.17  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VGKCommon4,299-134265,251,000-4,971,0000.14  Hist 06/30/2023
FS KKR Capital Corp FSKCOM11,999-586230,147,000-2,668,0000.120.00 Hist 06/30/2023
FIRST TR VALUE LINE DIVID IN FVDSHS10,265-945450,749,000535,0000.24  Hist 06/30/2023
FIRST TRUST EXCHANGE TRADED FUND FXHCommon3,511-20380,289,000604,0000.21  Hist 06/30/2023
Dimensional ETF Trust DFAECommon9,602-122225,259,0001,405,0000.12  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VI RDVYCommon13,383-254630,320,00018,441,0000.34  Hist 06/30/2023
iSHARES TRUST IVWS&P500 GRW59,308-5,5684,180,043,00035,115,0002.26  Hist 06/30/2023
FIRST TR LRG CP GRWTH ALPHAD FTCCOM SHS5,105-30517,068,00039,297,0000.28  Hist 06/30/2023
O REILLY AUTOMOTIVE INC ORLYCOM3,948-3893,771,524,00089,498,0002.040.01 Hist 06/30/2023
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