Pinnacle Family Advisors, LLC Buys SPDR Dow Jones Industrial Average ETF, NVIDIA Corp, Tesla Inc, Sells iShares S&P Mid-Cap 400 Value ETF, Albemarle Corp, Nucor Corp

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Feb 18, 2022
Investment company Pinnacle Family Advisors, LLC (Current Portfolio) buys SPDR Dow Jones Industrial Average ETF, NVIDIA Corp, Tesla Inc, Marathon Oil Corp, Diamondback Energy Inc, sells iShares S&P Mid-Cap 400 Value ETF, Albemarle Corp, Nucor Corp, Gartner Inc, Waters Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Pinnacle Family Advisors, LLC. As of 2021Q4, Pinnacle Family Advisors, LLC owns 106 stocks with a total value of $221 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) - 48,551 shares, 10.48% of the total portfolio. Shares reduced by 4.57%
  2. Apple Inc (AAPL) - 114,465 shares, 9.20% of the total portfolio. Shares added by 0.03%
  3. Amazon.com Inc (AMZN) - 4,211 shares, 6.36% of the total portfolio. Shares added by 0.84%
  4. PowerShares QQQ Trust Ser 1 (QQQ) - 34,920 shares, 6.29% of the total portfolio. Shares reduced by 6.11%
  5. Tesla Inc (TSLA) - 12,974 shares, 6.21% of the total portfolio. Shares added by 25.46%
New Purchase: SPDR Dow Jones Industrial Average ETF (DIA)

Pinnacle Family Advisors, LLC initiated holding in SPDR Dow Jones Industrial Average ETF. The purchase prices were between $338.36 and $364.57, with an estimated average price of $354.28. The stock is now traded at around $340.910000. The impact to a portfolio due to this purchase was 5.14%. The holding were 31,222 shares as of 2021-12-31.

New Purchase: Marathon Oil Corp (MRO)

Pinnacle Family Advisors, LLC initiated holding in Marathon Oil Corp. The purchase prices were between $14.83 and $17.26, with an estimated average price of $16.11. The stock is now traded at around $21.870000. The impact to a portfolio due to this purchase was 1.19%. The holding were 160,330 shares as of 2021-12-31.

New Purchase: Diamondback Energy Inc (FANG)

Pinnacle Family Advisors, LLC initiated holding in Diamondback Energy Inc. The purchase prices were between $99.12 and $115.71, with an estimated average price of $108.56. The stock is now traded at around $131.470000. The impact to a portfolio due to this purchase was 1.17%. The holding were 23,890 shares as of 2021-12-31.

New Purchase: Advanced Micro Devices Inc (AMD)

Pinnacle Family Advisors, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $100.34 and $161.91, with an estimated average price of $135.45. The stock is now traded at around $113.830000. The impact to a portfolio due to this purchase was 1.16%. The holding were 17,849 shares as of 2021-12-31.

New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

Pinnacle Family Advisors, LLC initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $113.25 and $116.14, with an estimated average price of $114.66. The stock is now traded at around $111.220000. The impact to a portfolio due to this purchase was 0.68%. The holding were 13,057 shares as of 2021-12-31.

New Purchase: Vanguard Total Stock Market ETF (VTI)

Pinnacle Family Advisors, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $220.94 and $242.96, with an estimated average price of $235.47. The stock is now traded at around $219.370000. The impact to a portfolio due to this purchase was 0.59%. The holding were 5,418 shares as of 2021-12-31.

Added: NVIDIA Corp (NVDA)

Pinnacle Family Advisors, LLC added to a holding in NVIDIA Corp by 610.75%. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $236.420000. The impact to a portfolio due to this purchase was 1.43%. The holding were 12,495 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

Pinnacle Family Advisors, LLC added to a holding in Tesla Inc by 25.46%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $856.980000. The impact to a portfolio due to this purchase was 1.26%. The holding were 12,974 shares as of 2021-12-31.

Added: SPDR Portfolio S&P 500 ETF (SPLG)

Pinnacle Family Advisors, LLC added to a holding in SPDR Portfolio S&P 500 ETF by 36.18%. The purchase prices were between $50.24 and $56.16, with an estimated average price of $53.87. The stock is now traded at around $51.060000. The impact to a portfolio due to this purchase was 0.41%. The holding were 61,020 shares as of 2021-12-31.

Added: SPDR Portfolio Developed World ex-US ETF (SPDW)

Pinnacle Family Advisors, LLC added to a holding in SPDR Portfolio Developed World ex-US ETF by 65.34%. The purchase prices were between $34.8 and $37.35, with an estimated average price of $36.26. The stock is now traded at around $34.790000. The impact to a portfolio due to this purchase was 0.19%. The holding were 29,286 shares as of 2021-12-31.

Added: SPDR Portfolio Aggregate Bond ETF (SPAB)

Pinnacle Family Advisors, LLC added to a holding in SPDR Portfolio Aggregate Bond ETF by 31.86%. The purchase prices were between $29.35 and $29.83, with an estimated average price of $29.59. The stock is now traded at around $28.540000. The impact to a portfolio due to this purchase was 0.14%. The holding were 43,155 shares as of 2021-12-31.

Added: SPDR Portfolio Emerging Markets ETF (SPEM)

Pinnacle Family Advisors, LLC added to a holding in SPDR Portfolio Emerging Markets ETF by 73.77%. The purchase prices were between $40.07 and $43.49, with an estimated average price of $41.91. The stock is now traded at around $41.640000. The impact to a portfolio due to this purchase was 0.09%. The holding were 11,938 shares as of 2021-12-31.

Sold Out: Albemarle Corp (ALB)

Pinnacle Family Advisors, LLC sold out a holding in Albemarle Corp. The sale prices were between $214.16 and $283.8, with an estimated average price of $247.99.

Sold Out: Nucor Corp (NUE)

Pinnacle Family Advisors, LLC sold out a holding in Nucor Corp. The sale prices were between $95.99 and $119.67, with an estimated average price of $109.69.

Sold Out: Gartner Inc (IT)

Pinnacle Family Advisors, LLC sold out a holding in Gartner Inc. The sale prices were between $301.06 and $339.69, with an estimated average price of $321.91.

Sold Out: Waters Corp (WAT)

Pinnacle Family Advisors, LLC sold out a holding in Waters Corp. The sale prices were between $328.07 and $372.6, with an estimated average price of $349.79.

Sold Out: Berkshire Hathaway Inc (BRK.A)

Pinnacle Family Advisors, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $412540 and $454550, with an estimated average price of $432297.

Sold Out: Bath & Body Works Inc (BBWI)

Pinnacle Family Advisors, LLC sold out a holding in Bath & Body Works Inc. The sale prices were between $62.38 and $78.37, with an estimated average price of $71.13.



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