Portfolio (Quarterly)
Guide ↗
Pinnacle Family Advisors, LLC
· CIK 0001679064| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GLDM | WORLD GOLD TR | Financial Services | 2,639 | $225K | 0.10% | SOLD |
| 22 | AXP | AMERICAN EXPRESS CO | Financial Services | 600 | $222K | 0.10% | SOLD |
| 23 | V | VISA INC | Financial Services | 624 | $219K | 0.10% | SOLD |
| 24 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 10,964 | $210K | 0.09% | SOLD |
| 25 | HYBL | SSGA ACTIVE TR | — | 7,343 | $209K | 0.09% | SOLD |
| 26 | SBET | SHARPLINK GAMING INC | Financial Services | 20,750 | $186K | 0.08% | 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%