13F-HR filed by Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-08-12, with 76 holding rows worth $114,560,000.
- Accession
- 0001606587-20-000954
- Filer
- CIK 1679064
- Filed
- 2020-08-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, 76 entries on the cover page, a total value of $114,560,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,560,000 with VALUE read as thousands by filing date, 13F file number 028-18143. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 43,166 | $10,688,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 3,686 | $10,169,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 76,380 | $9,029,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 27,626 | $8,556,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 22,141 | $8,077,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 22,089 | $6,811,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 22,941 | $4,760,000 | thousands by filing date | |
| FIDELITY COMWLTH TR | 315912808 | COM | 11,549 | $4,517,000 | thousands by filing date | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 10,615 | $2,489,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 32,668 | $2,268,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,352 | $1,911,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 4,421 | $1,864,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 8,848 | $1,801,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 4,740 | $1,801,000 | thousands by filing date | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 5,695 | $1,670,000 | thousands by filing date | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 2,652 | $1,654,000 | thousands by filing date | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 6,948 | $1,653,000 | thousands by filing date | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 9,970 | $1,646,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 31,097 | $1,636,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 1,487 | $1,606,000 | thousands by filing date | |
| NEWMONT CORP | 651639106 | COM | 25,785 | $1,592,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 11,160 | $1,589,000 | thousands by filing date | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 5,159 | $1,498,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 3,050 | $1,388,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 26,248 | $1,381,000 | thousands by filing date | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 5 | $1,337,000 | thousands by filing date | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 20,950 | $1,265,000 | thousands by filing date | |
| MARKETAXESS HLDGS INC | 57060D108 | COM | 2,504 | $1,254,000 | thousands by filing date | |
| FORTINET INC COM | 34959E109 | Stock | 9,128 | $1,253,000 | thousands by filing date | |
| IJH | 464287507 | COM | 5,288 | $940,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 7,998 | $886,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 14,412 | $877,000 | thousands by filing date | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 2,190 | $683,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q408 | FIRST TR ENH NEW | 10,938 | $656,000 | thousands by filing date | |
| SPDR SER TR | 78464A862 | S&P SEMICNDCTR | 5,726 | $641,000 | thousands by filing date | |
| ISHARES 10 Y INVE GRADE COR B | 464289511 | 10+ YR INVST GRD | 8,141 | $570,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,031 | $548,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 3,283 | $539,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 7,133 | $524,000 | thousands by filing date | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 4,184 | $510,000 | thousands by filing date | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,801 | $483,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 7,480 | $453,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 14,062 | $425,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E107 | EQUAL WEGT 0-30 | 10,782 | $424,000 | thousands by filing date | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 388 | $368,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 1,769 | $342,000 | thousands by filing date | |
| FORD MTR CO COM | 345370860 | Stock | 54,317 | $330,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 2,951 | $329,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 2,654 | $326,000 | thousands by filing date | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 1,280 | $325,000 | thousands by filing date | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 5,377 | $325,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 1,060 | $313,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 3,697 | $298,000 | thousands by filing date | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 282 | $297,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 1,621 | $279,000 | thousands by filing date | |
| BARRICK GOLD CORP | 067901108 | COM | 9,625 | $259,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 2,073 | $248,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 3,263 | $242,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 337345102 | SHS | 2,222 | $242,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 796 | $241,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 4,548 | $239,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED ALP | 33734K109 | COM SHS | 4,005 | $238,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,006 | $236,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 6,200 | $235,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 3,056 | $232,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 2,150 | $224,000 | thousands by filing date | |
| Proshares VIX Short-Term | 74347W171 | Equity | 8,015 | $222,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 2,672 | $218,000 | thousands by filing date | |
| SEATTLE GENETICS INC | 812578102 | COM | 1,275 | $217,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 4,109 | $215,000 | thousands by filing date | |
| BEYOND MEAT INC | 08862E109 | COM | 1,580 | $212,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,887 | $210,000 | thousands by filing date | |
| KROGER CO COM | 501044101 | Stock | 6,006 | $203,000 | thousands by filing date | |
| FRANCO NEV CORP COM | 351858105 | Stock | 1,442 | $201,000 | thousands by filing date | |
| EQUINIX INC COM | 29444U700 | REIT | 285 | $200,000 | thousands by filing date | |
| VIRGIN GALACTIC HLDGS INC | 92766K106 | COM | 10,525 | $172,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001606587-20-000954 | this filing | 2020-08-12 | acceptance time not in the bulk data set |