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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 66 - $408.61 $411,000 978 0.22% 62,000 0 0    Property & Casualty I...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 78 - $258.45 $292,000 1,125 0.16% 25,000 0 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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