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Pinnacle Family Advisors, LLC Buys iShares S&P 500 Growth ETF, PowerShares QQQ Trust Ser 1, iShares Core S&P 500 ETF, Sells iShares S&P Small-Cap 600 Value ETF, IJTiShares S&P Small-Cap 600 Growth ETF, iShares Russell 2000 ETF

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Nov 12, 2021
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Investment company Pinnacle Family Advisors, LLC (Current Portfolio) buys iShares S&P 500 Growth ETF, PowerShares QQQ Trust Ser 1, iShares Core S&P 500 ETF, iShares U.S. Real Estate ETF, First Trust S&P REIT Index Fund, sells iShares S&P Small-Cap 600 Value ETF, IJTiShares S&P Small-Cap 600 Growth ETF, iShares Russell 2000 ETF, iShares Core S&P Mid-Cap ETF, iShares U.S. Basic Materials ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Pinnacle Family Advisors, LLC. As of 2021Q3, Pinnacle Family Advisors, LLC owns 140 stocks with a total value of $224 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. iShares Core S&P 500 ETF (IVV) - 50,876 shares, 9.80% of the total portfolio. Shares added by 86.84%
  2. Apple Inc (AAPL) - 114,430 shares, 7.24% of the total portfolio. Shares added by 1.15%
  3. Amazon.com Inc (AMZN) - 4,176 shares, 6.14% of the total portfolio. Shares reduced by 0.1%
  4. PowerShares QQQ Trust Ser 1 (QQQ) - 37,191 shares, 5.95% of the total portfolio. Shares added by 330.75%
  5. iShares S&P 500 Growth ETF (IVW) - 177,042 shares, 5.85% of the total portfolio. Shares added by 2121.63%
New Purchase: iShares U.S. Real Estate ETF (IYR)

Pinnacle Family Advisors, LLC initiated holding in iShares U.S. Real Estate ETF. The purchase prices were between $102.06 and $110.97, with an estimated average price of $106.14. The stock is now traded at around $110.040000. The impact to a portfolio due to this purchase was 3.76%. The holding were 82,047 shares as of 2021-09-30.

New Purchase: First Trust S&P REIT Index Fund (FRI)

Pinnacle Family Advisors, LLC initiated holding in First Trust S&P REIT Index Fund. The purchase prices were between $28.12 and $30.43, with an estimated average price of $29.17. The stock is now traded at around $30.987700. The impact to a portfolio due to this purchase was 1.46%. The holding were 115,560 shares as of 2021-09-30.

New Purchase: Fortinet Inc (FTNT)

Pinnacle Family Advisors, LLC initiated holding in Fortinet Inc. The purchase prices were between $242.34 and $320.19, with an estimated average price of $289.33. The stock is now traded at around $342.170000. The impact to a portfolio due to this purchase was 1.37%. The holding were 10,490 shares as of 2021-09-30.

New Purchase: Albemarle Corp (ALB)

Pinnacle Family Advisors, LLC initiated holding in Albemarle Corp. The purchase prices were between $167.91 and $244.03, with an estimated average price of $213.35. The stock is now traded at around $276.400000. The impact to a portfolio due to this purchase was 1.05%. The holding were 10,705 shares as of 2021-09-30.

New Purchase: Gartner Inc (IT)

Pinnacle Family Advisors, LLC initiated holding in Gartner Inc. The purchase prices were between $248.43 and $324.69, with an estimated average price of $289.74. The stock is now traded at around $332.040000. The impact to a portfolio due to this purchase was 1.03%. The holding were 7,550 shares as of 2021-09-30.

New Purchase: Waters Corp (WAT)

Pinnacle Family Advisors, LLC initiated holding in Waters Corp. The purchase prices were between $351.18 and $424.7, with an estimated average price of $391.65. The stock is now traded at around $356.840000. The impact to a portfolio due to this purchase was 1%. The holding were 6,250 shares as of 2021-09-30.

Added: iShares S&P 500 Growth ETF (IVW)

Pinnacle Family Advisors, LLC added to a holding in iShares S&P 500 Growth ETF by 2121.63%. The purchase prices were between $72.88 and $78.88, with an estimated average price of $76.13. The stock is now traded at around $82.190000. The impact to a portfolio due to this purchase was 5.59%. The holding were 177,042 shares as of 2021-09-30.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Pinnacle Family Advisors, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 330.75%. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $394.700000. The impact to a portfolio due to this purchase was 4.57%. The holding were 37,191 shares as of 2021-09-30.

Added: iShares Core S&P 500 ETF (IVV)

Pinnacle Family Advisors, LLC added to a holding in iShares Core S&P 500 ETF by 86.84%. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $469.160000. The impact to a portfolio due to this purchase was 4.56%. The holding were 50,876 shares as of 2021-09-30.

Added: iShares U.S. Technology ETF (IYW)

Pinnacle Family Advisors, LLC added to a holding in iShares U.S. Technology ETF by 506.18%. The purchase prices were between $98.92 and $108.8, with an estimated average price of $104.28. The stock is now traded at around $114.170000. The impact to a portfolio due to this purchase was 0.59%. The holding were 15,585 shares as of 2021-09-30.

Added: O'Reilly Automotive Inc (ORLY)

Pinnacle Family Advisors, LLC added to a holding in O'Reilly Automotive Inc by 40.12%. The purchase prices were between $575.38 and $626.33, with an estimated average price of $599.88. The stock is now traded at around $648.980000. The impact to a portfolio due to this purchase was 0.3%. The holding were 3,838 shares as of 2021-09-30.

Added: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)

Pinnacle Family Advisors, LLC added to a holding in iShares iBoxx USD High Yield Corporate Bond ETF by 29.98%. The purchase prices were between $85.97 and $87.57, with an estimated average price of $86.87. The stock is now traded at around $86.850000. The impact to a portfolio due to this purchase was 0.26%. The holding were 28,803 shares as of 2021-09-30.

Sold Out: iShares U.S. Basic Materials ETF (IYM)

Pinnacle Family Advisors, LLC sold out a holding in iShares U.S. Basic Materials ETF. The sale prices were between $122.35 and $135.43, with an estimated average price of $129.88.

Sold Out: Tapestry Inc (TPR)

Pinnacle Family Advisors, LLC sold out a holding in Tapestry Inc. The sale prices were between $37.02 and $44.7, with an estimated average price of $41.16.

Sold Out: FIRST TRUST PORTFO (FNX)

Pinnacle Family Advisors, LLC sold out a holding in FIRST TRUST PORTFO. The sale prices were between $93.9 and $102.65, with an estimated average price of $99.24.

Sold Out: Marathon Oil Corp (MRO)

Pinnacle Family Advisors, LLC sold out a holding in Marathon Oil Corp. The sale prices were between $10.68 and $14.17, with an estimated average price of $12.08.

Sold Out: FIRST TR SMALL CAP (FYX)

Pinnacle Family Advisors, LLC sold out a holding in FIRST TR SMALL CAP. The sale prices were between $86.41 and $93.95, with an estimated average price of $91.2.

Sold Out: Freeport-McMoRan Inc (FCX)

Pinnacle Family Advisors, LLC sold out a holding in Freeport-McMoRan Inc. The sale prices were between $30.48 and $38.73, with an estimated average price of $35.25.



Here is the complete portfolio of Pinnacle Family Advisors, LLC. Also check out:

1. Pinnacle Family Advisors, LLC's Undervalued Stocks
2. Pinnacle Family Advisors, LLC's Top Growth Companies, and
3. Pinnacle Family Advisors, LLC's High Yield stocks
4. Stocks that Pinnacle Family Advisors, LLC keeps buying
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