Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Pinnacle Family Advisors LLC
  City: Springfield
  State: MO
  Zip: 65807
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $170,107,000
  Total Value Change : $-4,403,000
  Securities Held Change : 5
   
All Securities Held : 93
  New Positions : 9
  Closed Positions : 8
  Increased Positions : 41
  Unchanged Positions : 3
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 12 New $49.89 $3,993,000 85,635 2.35% 3,993,000 85,635 0.003    Closed - End Fund - E...
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 13 New $88.21 $3,959,000 47,335 2.33% 3,959,000 47,335 0.186    Closed - End Fund - E...
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 46 New $110.27 $582,000 5,284 0.34% 582,000 5,284 0.003    Closed - End Fund - E...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 60 New $464.08 $433,000 955 0.25% 433,000 955 0    Aerospace/Defense - M...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 62 New $81.53 $422,000 5,145 0.25% 422,000 5,145 0.001    Closed - End Fund - E...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 67 New $0.00 $402,000 4,400 0.24% 402,000 4,400 0    Closed - End Fund - E...
   (HAL)1 Year Chart         HAL Halliburton Co 68 New $37.36 $373,000 10,315 0.22% 373,000 10,315 0.001    Oil & Gas Equipment &...
   (SPHD)1 Year Chart         SPHD Invesco S&P 500 High Divide... 86 New $45.22 $235,000 5,549 0.14% 235,000 5,549 0.008    N/A
   (FEM)1 Year Chart         FEM First Trust Emerging Market... 93 New $24.91 $200,000 9,055 0.12% 200,000 9,055 0.052    N/A

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results