Portfolio (Quarterly)
Guide ↗
Pinnacle Family Advisors, LLC
· CIK 0001679064| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST | — | 22,855 | $1.3M | 0.58% | SOLD |
| 2 | SPYG | SPDR SERIES TRUST | — | 12,113 | $1.3M | 0.57% | SOLD |
| 3 | SPSM | SPDR SERIES TRUST | — | 27,550 | $1.3M | 0.57% | SOLD |
| 4 | SPYV | SPDR SERIES TRUST | — | 19,390 | $1.1M | 0.48% | SOLD |
| 5 | MDYV | SPDR SERIES TRUST | — | 12,815 | $1.1M | 0.48% | SOLD |
| 6 | ARKK | ARK ETF TR | — | 13,824 | $1.1M | 0.47% | SOLD |
| 7 | XLB | SELECT SECTOR SPDR TR | — | 14,514 | $658K | 0.29% | SOLD |
| 8 | XLC | SELECT SECTOR SPDR TR | — | 5,579 | $657K | 0.29% | SOLD |
| 9 | XLY | SELECT SECTOR SPDR TR | — | 5,443 | $650K | 0.29% | SOLD |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 12,028 | $601K | 0.27% | SOLD |
| 11 | IEMG | ISHARES INC | — | 6,258 | $421K | 0.18% | SOLD |
| 12 | CRWV | COREWEAVE INC | Technology | 4,507 | $323K | 0.14% | SOLD |
| 13 | KIE | SPDR SERIES TRUST | — | 5,300 | $319K | 0.14% | SOLD |
| 14 | SLX | VANECK ETF TRUST | — | 3,700 | $314K | 0.14% | SOLD |
| 15 | KRE | SPDR SERIES TRUST | — | 4,795 | $311K | 0.14% | SOLD |
| 16 | XHB | SPDR SERIES TRUST | — | 2,975 | $306K | 0.14% | SOLD |
| 17 | XRT | SPDR SERIES TRUST | — | 3,525 | $301K | 0.13% | SOLD |
| 18 | PATH | UIPATH INC | Technology | 15,250 | $250K | 0.11% | SOLD |
| 19 | FTXO | FIRST TR EXCHANGE TRADED FD | — | 6,410 | $242K | 0.11% | SOLD |
| 20 | TBIL | RBB FD INC | — | 4,763 | $238K | 0.10% | SOLD |
Sector Allocation
Financial Services
44.6%
Technology
22.0%
Consumer Cyclical
20.6%
Energy
4.4%
Real Estate
2.1%
Communication Services
2.0%
Healthcare
1.8%
Consumer Defensive
1.4%
Industrials
0.7%
Utilities
0.4%