Pinnacle Family Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$193M
Signature - Title
Paul Carroll - Chief Investment Officer
Location
Springfield, MO
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Family Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Family Advisors, LLC reported 117 stock holdings with total value $193M as of Q3 2024. Top holdings included FCUS, IVV, SPY, ORLY, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 117 $193M +$45.3M -$42.3M +$2.99M FCUS, IVV, SPY, ORLY, AAPL 13F-HR 11/14/2024, 10:46 AM
Q2 2024 109 $181M +$38.6M -$45.5M -$6.9M IVV, FCUS, SPY, QQQ, NVDA 13F-HR 8/14/2024, 11:36 AM
Q1 2024 100 $188M +$32.9M -$28.9M +$4.04M IVV, FCUS, SPY, QQQ, XLG 13F-HR 5/15/2024, 02:33 PM
Q4 2023 93 $170M +$25.8M -$48.7M -$22.8M IVV, FCUS, QQQ, SPY, SCHG 13F-HR 2/14/2024, 02:31 PM
Q3 2023 88 $175M +$25.4M -$28.2M -$2.74M IVV, AAPL, FCUS, QQQ, SPY 13F-HR 11/14/2023, 10:49 AM
Q2 2023 101 $185M +$36.6M -$28.5M +$8.08M IVV, AAPL, QQQ, AMZN, TSLA 13F-HR 8/14/2023, 08:05 AM
Q1 2023 95 $164M +$51.5M -$39M +$12.5M IVV, AAPL, QQQ, AMZN, EFA 13F-HR 5/15/2023, 09:02 AM
Q4 2022 92 $140M +$45.5M -$18.2M +$27.4M IVV, AAPL, DIA, IVE, AMZN 13F-HR 2/10/2023, 02:30 PM
Q3 2022 78 $115M +$26.3M -$25.8M +$504K AAPL, AMZN, TSLA, IVV, FTSM 13F-HR 11/14/2022, 12:47 PM
Q2 2022 85 $122M +$21.4M -$49.9M -$28.5M AAPL, AMZN, IVE, FLOT, TSLA 13F-HR 8/15/2022, 02:11 PM
Q1 2022 114 $188M +$55.6M -$82.4M -$26.8M AAPL, IVV, AMZN, IVE, TSLA 13F-HR 5/16/2022, 04:15 PM
Q4 2021 106 $221M +$35.4M -$59.5M -$24.2M IVV, AAPL, AMZN, QQQ, TSLA 13F-HR 2/14/2022, 04:25 PM
Q3 2021 139 $224M +$76.1M -$81.1M -$4.95M IVV, AAPL, AMZN, QQQ, IVW 13F-HR 11/12/2021, 12:07 PM
Q2 2021 129 $229M +$52.9M -$23.6M +$29.3M AAPL, AMZN, IJS, IJT, IVV 13F-HR 8/16/2021, 02:49 PM
Q1 2021 119 $191M +$76.1M -$53.9M +$22.3M AAPL, AMZN, IVV, IJJ, IJS 13F-HR 5/14/2021, 08:42 AM
Q4 2020 124 $163M +$61.9M -$53.9M +$8.01M AAPL, AMZN, IVV, SPY, TSLA 13F-HR 2/16/2021, 02:55 PM
Q3 2020 79 $148M +$54.1M -$23.5M +$30.6M AAPL, QQQ, AMZN, IVV, SPY 13F-HR 11/16/2020, 02:58 PM
Q2 2020 76 $115M +$42.7M -$27.4M +$15.2M QQQ, AMZN, AGG, IVV, AAPL 13F-HR 8/12/2020, 05:26 PM
Q1 2020 57 $80.8M +$28.8M -$46M -$17.1M QQQ, IVV, AMZN, AAPL, IVW 13F-HR 5/13/2020, 10:41 AM
Q4 2019 75 $111M +$16.9M -$26.5M -$9.65M IVV, AMZN, IVW, AAPL, QQQ 13F-HR 2/13/2020, 05:33 PM
Q3 2019 75 $111M +$14.4M -$22.9M -$8.54M IVV, FRI, IVW, ITOT, QQQ 13F-HR 11/14/2019, 01:59 PM
Q2 2019 76 $121M +$34.2M -$28.9M +$5.26M FRI, IVW, IVV, ITOT, QQQ 13F-HR 8/14/2019, 10:08 AM
Q1 2019 72 $112M +$35.4M -$86.9M -$51.5M IVV, AGG, FIXD, ITOT, AMZN 13F-HR 5/15/2019, 11:55 AM
Q4 2018 60 $149M +$60M -$76.6M -$16.6M IVW, SPY, QQQ, IJT, IWM 13F-HR 2/14/2019, 12:03 PM
Q3 2018 62 $189M +$95.9M -$100M -$4.41M QQQ, IVW, IJT, FYX, VBR 13F-HR 11/14/2018, 01:27 PM
Q2 2018 64 $188M +$100M -$89.2M +$11.3M FTSM, QQQ, IVW, FLOT, IVV 13F-HR 8/14/2018, 04:40 PM
Q1 2018 64 $175M +$68.4M -$109M -$40.2M IVV, DIA, VBR, IJK, IJH 13F-HR 5/15/2018, 11:46 AM
Q4 2017 70 $217M +$85.7M -$91.2M -$5.54M DIA, IYM, IJT, VBR, IVV 13F-HR 2/13/2018, 10:52 AM
Q3 2017 69 $213M +$81.6M -$55.2M +$26.3M QQQ, IVW, DIA, IJK, FRI 13F-HR 11/13/2017, 01:38 PM
Q2 2017 65 $179M +$121M -$104M +$16.4M FTSM, QQQ, DIA, IVV, SH 13F-HR 9/8/2017, 02:14 PM
Q1 2017 59 $162M +$73.1M -$78.7M -$5.57M VBR, IJJ, IJT, IJH, FNX 13F-HR 9/8/2017, 02:09 PM
Q4 2016 58 $163M $0 $0 IEMG, QQQ, IJT, VBR, IWM 13F-HR 8/30/2017, 03:45 PM