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  Name: Pinnacle Family Advisors LLC
  City: Springfield
  State: MO
  Zip: 65807
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $187,636,000
  Total Value Change : $17,529,000
  Securities Held Change : 7
   
All Securities Held : 100
  New Positions : 22
  Closed Positions : 15
  Increased Positions : 40
  Unchanged Positions : 2
  Decreased Positions : 36

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Holdings Found : 22     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MDYG)1 Year Chart         MDYG streetTRACKS Series Trust -... 6 New $83.28 $6,651,000 76,195 3.54% 6,651,000 76,195 0.26    Closed - End Fund - E...
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 26 New $0.00 $1,541,000 31,342 0.82% 1,541,000 31,342 0.03    N/A
   (XRT)1 Year Chart         XRT The SPDR Retail ETF streetT... 30 New $76.93 $1,353,000 17,135 0.72% 1,353,000 17,135 0.016    Closed - End Fund - E...
   (SKYY)1 Year Chart         SKYY First Trust Ise Cloud Compu... 31 New $89.49 $1,317,000 13,780 0.7% 1,317,000 13,780 0.022    N/A
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 33 New $79.86 $1,263,000 15,228 0.67% 1,263,000 15,228 0.038    Closed - End Fund - E...
   (FPX)1 Year Chart         FPX First Trust US IPO Index 42 New $98.38 $723,000 6,836 0.39% 723,000 6,836 0.053    Closed - End Fund - Debt
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 45 New $91.17 $670,000 7,060 0.36% 670,000 7,060 0.001    Closed - End Fund - E...
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 46 New $0.00 $658,000 11,665 0.35% 658,000 11,665 0.018    N/A
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 47 New $38.26 $648,000 16,398 0.35% 648,000 16,398 0.003    N/A
   (SYK)1 Year Chart         SYK Stryker Corp 72 New $342.00 $348,000 973 0.19% 348,000 973 0    Medical Instruments &...
   (KIE)1 Year Chart         KIE streetTRACKS Series Trust -... 73 New $50.41 $341,000 6,540 0.18% 341,000 6,540 0.007    Closed - End Fund - E...
   (IHE)1 Year Chart         IHE iShares Dow Jones U.S. Phar... 74 New $63.10 $338,000 4,980 0.18% 338,000 4,980 0.232    Closed - End Fund - E...
   (SHOP)1 Year Chart         SHOP Shopify Inc 75 New $60.68 $308,000 3,994 0.16% 308,000 3,994 0    N/A
   (ANF)1 Year Chart         ANF Abercrombie & Fitch Co 85 New $122.08 $251,000 2,006 0.13% 251,000 2,006 0.003    Apparel Stores
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 86 New $26.68 $250,000 4,682 0.13% 250,000 4,682 0.001    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 91 New $165.81 $234,000 1,224 0.12% 234,000 1,224 0    Diversified Computer ...
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 92 New $45.06 $216,000 4,870 0.12% 216,000 4,870 0.054    N/A
   (FTXN)1 Year Chart         FTXN First Trust Nasdaq Oil And Gas 94 New $0.00 $208,000 6,454 0.11% 208,000 6,454 0.017    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 96 New $88.60 $207,000 2,289 0.11% 207,000 2,289 0    Closed - End Fund - E...
   (FEP)1 Year Chart         FEP First Trust Europe Alphadex... 97 New $37.54 $206,000 5,485 0.11% 206,000 5,485 0.053    N/A
   (NEE)1 Year Chart         NEE NextEra Energy 98 New $77.15 $202,000 3,161 0.11% 202,000 3,161 0    Electric Utilities
   (OKE)1 Year Chart         OKE ONEOK Inc 99 New $79.04 $201,000 2,509 0.11% 201,000 2,509 0.001    Gas Utilities

      22 Records Found
  1    
Page 1 of 1
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