Pinnacle Family Advisors, LLC Buys PowerShares QQQ Trust Ser 1, iShares Morningstar Large-Cap Growth, iShares S&P 100, Sells SPDR Dow Jones Industrial Average, First Trust S&P REIT Index Fund, iShares Core S&P 500

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May 13, 2020
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Investment company Pinnacle Family Advisors, LLC (Current Portfolio) buys PowerShares QQQ Trust Ser 1, iShares Morningstar Large-Cap Growth, iShares S&P 100, SPDR S&P 500, iShares U.S. Consumer Goods, sells SPDR Dow Jones Industrial Average, First Trust S&P REIT Index Fund, iShares Core S&P 500, iShares Core S&P Total U.S. Stock Market, Invesco S&P 500 Equal Weight during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Pinnacle Family Advisors, LLC. As of 2020Q1, Pinnacle Family Advisors, LLC owns 57 stocks with a total value of $83 million. These are the details of the buys and sells.

For the details of Pinnacle Family Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/pinnacle+family+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Pinnacle Family Advisors, LLC
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 44,428 shares, 10.19% of the total portfolio. Shares added by 66.25%
  2. iShares Core S&P 500 (IVV) - 28,276 shares, 8.86% of the total portfolio. Shares reduced by 32.53%
  3. Amazon.com Inc (AMZN) - 3,495 shares, 8.20% of the total portfolio. Shares reduced by 2.97%
  4. Apple Inc (AAPL) - 21,201 shares, 6.49% of the total portfolio. Shares added by 7.24%
  5. iShares S&P 500 Growth (IVW) - 28,432 shares, 5.66% of the total portfolio. Shares reduced by 7.29%
New Purchase: iShares Morningstar Large-Cap Growth (JKE)

Pinnacle Family Advisors, LLC initiated holding in iShares Morningstar Large-Cap Growth. The purchase prices were between $160.86 and $235.2, with an estimated average price of $208.84. The stock is now traded at around $215.83. The impact to a portfolio due to this purchase was 4%. The holding were 17,930 shares as of .

New Purchase: iShares S&P 100 (OEF)

Pinnacle Family Advisors, LLC initiated holding in iShares S&P 100. The purchase prices were between $104.41 and $152.28, with an estimated average price of $138.76. The stock is now traded at around $131.63. The impact to a portfolio due to this purchase was 3.98%. The holding were 27,890 shares as of .

New Purchase: SPDR S&P 500 (SPY)

Pinnacle Family Advisors, LLC initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $284.77. The impact to a portfolio due to this purchase was 2.7%. The holding were 8,694 shares as of .

New Purchase: iShares U.S. Consumer Goods (IYK)

Pinnacle Family Advisors, LLC initiated holding in iShares U.S. Consumer Goods. The purchase prices were between $92.87 and $139, with an estimated average price of $126.47. The stock is now traded at around $117.53. The impact to a portfolio due to this purchase was 1.94%. The holding were 14,885 shares as of .

New Purchase: ProShares Short S&P500 (SH)

Pinnacle Family Advisors, LLC initiated holding in ProShares Short S&P500. The purchase prices were between $22.87 and $32.55, with an estimated average price of $25.06. The stock is now traded at around $24.62. The impact to a portfolio due to this purchase was 1.94%. The holding were 58,233 shares as of .

New Purchase: iShares U.S. Utilities (IDU)

Pinnacle Family Advisors, LLC initiated holding in iShares U.S. Utilities. The purchase prices were between $111.99 and $175.48, with an estimated average price of $158.25. The stock is now traded at around $135.83. The impact to a portfolio due to this purchase was 1.93%. The holding were 11,610 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Pinnacle Family Advisors, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 66.25%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $222.61. The impact to a portfolio due to this purchase was 4.06%. The holding were 44,428 shares as of .

Added: iShares Short Treasury Bond ETF (SHV)

Pinnacle Family Advisors, LLC added to a holding in iShares Short Treasury Bond ETF by 184.52%. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.80. The impact to a portfolio due to this purchase was 1.9%. The holding were 21,931 shares as of .

Added: Microsoft Corp (MSFT)

Pinnacle Family Advisors, LLC added to a holding in Microsoft Corp by 255.44%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $182.32. The impact to a portfolio due to this purchase was 1.3%. The holding were 9,508 shares as of .

Added: Alphabet Inc (GOOG)

Pinnacle Family Advisors, LLC added to a holding in Alphabet Inc by 166.02%. The purchase prices were between $1056.62 and $1526.69, with an estimated average price of $1361.82. The stock is now traded at around $1370.35. The impact to a portfolio due to this purchase was 1.19%. The holding were 1,362 shares as of .

Added: O'Reilly Automotive Inc (ORLY)

Pinnacle Family Advisors, LLC added to a holding in O'Reilly Automotive Inc by 28.22%. The purchase prices were between $260.92 and $441.07, with an estimated average price of $385.19. The stock is now traded at around $394.18. The impact to a portfolio due to this purchase was 0.63%. The holding were 4,998 shares as of .

Added: First Trust Enhanced Short Maturity ETF (FTSM)

Pinnacle Family Advisors, LLC added to a holding in First Trust Enhanced Short Maturity ETF by 87.57%. The purchase prices were between $58.04 and $60.22, with an estimated average price of $59.91. The stock is now traded at around $59.71. The impact to a portfolio due to this purchase was 0.36%. The holding were 10,924 shares as of .

Sold Out: SPDR Dow Jones Industrial Average (DIA)

Pinnacle Family Advisors, LLC sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $186.03 and $293.86, with an estimated average price of $264.32.

Sold Out: First Trust S&P REIT Index Fund (FRI)

Pinnacle Family Advisors, LLC sold out a holding in First Trust S&P REIT Index Fund. The sale prices were between $15.4 and $27.58, with an estimated average price of $24.25.

Sold Out: iShares U.S. Financial (IYF)

Pinnacle Family Advisors, LLC sold out a holding in iShares U.S. Financial. The sale prices were between $81.74 and $142.33, with an estimated average price of $125.66.

Sold Out: First Trust Health Care AlphaDEX (FXH)

Pinnacle Family Advisors, LLC sold out a holding in First Trust Health Care AlphaDEX. The sale prices were between $62.13 and $89.54, with an estimated average price of $81.24.

Sold Out: First Trust Industrials AlphaDEX (FXR)

Pinnacle Family Advisors, LLC sold out a holding in First Trust Industrials AlphaDEX. The sale prices were between $25.53 and $46.17, with an estimated average price of $40.29.

Sold Out: iShares Select Dividend ETF (DVY)

Pinnacle Family Advisors, LLC sold out a holding in iShares Select Dividend ETF. The sale prices were between $61.82 and $105.84, with an estimated average price of $94.35.



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