News + Filings Holdings
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Pinnacle Family Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
FIRST TR LRG CP VL ALPHADEX
| FTA | COM SHS | 13,737 | -31,396 | 915,972,000 | -2,080,679,000 | 0.49 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND
| FNX | Common | 2,273 | -10,542 | 218,927,000 | -933,942,000 | 0.12 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ESGU | Common | 3,244 | -5,844 | 316,170,000 | -505,864,000 | 0.17 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJJ | Common | 8,114 | -4,839 | 869,234,000 | -461,914,000 | 0.47 | |
Hist
| 06/30/2023 |
LMBS
| LMBS | Common Stock | 48 | -16,823 | 427,309,000 | -380,317,000 | 0.23 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VIII
| FIXD | Common | 115,265 | -3,337 | 5,091,259,000 | -252,959,000 | 2.75 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VI
| FTXO | Common | 9,772 | -11,168 | 207,383,000 | -237,793,000 | 0.11 | |
Hist
| 06/30/2023 |
PROSHARES TR SHORT SANDP 500 NE
| SH | STOCK | 123,925 | -4,771 | 1,720,079,000 | -210,361,000 | 0.93 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 605 | -736 | 206,305,000 | -207,756,000 | 0.11 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 824 | -823 | 280,765,000 | -194,098,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 1,950 | -1,800 | 235,892,000 | -154,108,000 | 0.13 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VTI | Common | 1,125 | -779 | 247,771,000 | -140,754,000 | 0.13 | |
Hist
| 06/30/2023 |
FIDELITY COMWLTH TR
| ONEQ | Common | 37,726 | -7,642 | 2,040,220,000 | -135,175,000 | 1.10 | |
Hist
| 06/30/2023 |
EXXON MOBIL CORP
| XOM | Common | 7,420 | -821 | 795,803,000 | -107,946,000 | 0.43 | 0.00 |
Hist
| 06/30/2023 |
FTGC
| FTGC | COM | 32,976 | -2,641 | 750,870,000 | -85,778,000 | 0.41 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VII
| FAAR | Common | 34,187 | -799 | 962,716,000 | -76,357,000 | 0.52 | |
Hist
| 06/30/2023 |
Enphase Energy, Inc.
| ENPH | Common | 1,226 | -75 | 205,330,000 | -68,244,000 | 0.11 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 8,233 | -1,237 | 402,904,000 | -56,688,000 | 0.22 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| BNDS | Common | 41,274 | -834 | 1,047,115,000 | -38,847,000 | 0.57 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| MDYV | Common | 3,357 | -527 | 230,894,000 | -25,761,000 | 0.12 | |
Hist
| 06/30/2023 |
VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 2,172 | -142 | 531,713,000 | -20,048,000 | 0.29 | |
Hist
| 06/30/2023 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
| DIA | | 3,146 | -163 | 1,081,598,000 | -18,963,000 | 0.58 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND V
| FMF | Common | 9,199 | -517 | 439,811,000 | -16,927,000 | 0.24 | |
Hist
| 06/30/2023 |
FIRST TR EXCH TRD ALPHA FD I
| FDT | Common | 11,421 | -443 | 586,461,000 | -14,909,000 | 0.32 | |
Hist
| 06/30/2023 |
GREAT WEST LIFE ASSURANCE CO /CAN/
| GWL | Common | 12,860 | -510 | 418,463,000 | -10,993,000 | 0.23 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHM | Common | 4,377 | -324 | 310,879,000 | -8,086,000 | 0.17 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VGK | Common | 4,299 | -134 | 265,251,000 | -4,971,000 | 0.14 | |
Hist
| 06/30/2023 |
FS KKR Capital Corp
| FSK | COM | 11,999 | -586 | 230,147,000 | -2,668,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
FIRST TR VALUE LINE DIVID IN
| FVD | SHS | 10,265 | -945 | 450,749,000 | 535,000 | 0.24 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| FXH | Common | 3,511 | -20 | 380,289,000 | 604,000 | 0.21 | |
Hist
| 06/30/2023 |
Dimensional ETF Trust
| DFAE | Common | 9,602 | -122 | 225,259,000 | 1,405,000 | 0.12 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VI
| RDVY | Common | 13,383 | -254 | 630,320,000 | 18,441,000 | 0.34 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVW | S&P500 GRW | 59,308 | -5,568 | 4,180,043,000 | 35,115,000 | 2.26 | |
Hist
| 06/30/2023 |
FIRST TR LRG CP GRWTH ALPHAD
| FTC | COM SHS | 5,105 | -30 | 517,068,000 | 39,297,000 | 0.28 | |
Hist
| 06/30/2023 |
O REILLY AUTOMOTIVE INC
| ORLY | COM | 3,948 | -389 | 3,771,524,000 | 89,498,000 | 2.04 | 0.01 |
Hist
| 06/30/2023 |
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