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Home > Institutional Investor > Pinnacle Family Advisors, Llc > Profile

Instuitional Investor - Pinnacle Family Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pinnacle Family Advisors, Llc
Portfolio Value $206,589,135
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Tr Ii
 720,455 $20,727,131 10.03%
2.
Spdr S & P 500 Etf Trust
 SPY 33,120 $19,410,756 9.39%
3.
Ishares Trust
 IEF 28,509 $16,782,772 8.12%
4.
Invesco Qqq Tr
 20,994 $10,732,680 5.19%
5.
Apple Inc.
 AAPL 26,165 $6,552,362 3.17%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)