Pinnacle Family Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$181M
Signature - Title
Paul Carroll - Chief Investment Officer
Location
620 W. Republic Road, Suite 104, Springfield, MO
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 109 $181M +$38.6M -$45.5M -$6.9M IVV, FCUS, SPY, QQQ, NVDA 13F-HR 8/14/2024, 11:36 AM
Q1 2024 100 $188M +$32.9M -$28.9M +$4.04M IVV, FCUS, SPY, QQQ, XLG 13F-HR 5/15/2024, 02:33 PM
Q4 2023 93 $170M +$25.8M -$48.7M -$22.8M IVV, FCUS, QQQ, SPY, SCHG 13F-HR 2/14/2024, 02:31 PM
Q3 2023 110 $175M +$25.8M -$28.2M -$2.4M IVV, AAPL, FCUS, QQQ, SPY 13F-HR 11/14/2023, 10:49 AM
Q2 2023 117 $185M +$36.6M -$28.5M +$8.08M IVV, AAPL, QQQ, AMZN, TSLA 13F-HR 8/14/2023, 09:05 AM
Q1 2023 95 $164M +$51.5M -$25.1M +$26.3M IVV, AAPL, QQQ, AMZN, EFA 13F-HR 5/15/2023, 09:02 AM
Q4 2022 92 $140M +$45.5M -$12M +$33.5M IVV, AAPL, DIA, IVE, AMZN 13F-HR 2/10/2023, 01:30 PM
Q3 2022 78 $115M +$26.1M -$17.5M +$8.66M AAPL, AMZN, TSLA, IVV, FTSM 13F-HR 11/14/2022, 11:47 AM
Q2 2022 85 $122M +$21.4M -$29.6M -$8.16M AAPL, AMZN, IVE, FLOT, TSLA 13F-HR 8/15/2022, 02:11 PM
Q1 2022 114 $187M +$55.4M -$63.7M -$8.24M AAPL, IVV, AMZN, IVE, TSLA 13F-HR 5/16/2022, 04:15 PM
Q4 2021 106 $221M +$35.4M -$31.8M +$3.52M IVV, AAPL, AMZN, QQQ, TSLA 13F-HR 2/14/2022, 03:25 PM
Q3 2021 139 $224M +$76.1M -$80.7M -$4.54M IVV, AAPL, AMZN, QQQ, IVW 13F-HR 11/12/2021, 12:07 PM
Q2 2021 129 $229M +$52.9M -$23.6M +$29.3M AAPL, AMZN, IJS, IJT, IVV 13F-HR 8/16/2021, 02:49 PM
Q1 2021 119 $191M +$76.1M -$53.9M +$22.3M AAPL, AMZN, IVV, IJJ, IJS 13F-HR 5/14/2021, 08:42 AM
Q4 2020 124 $163M +$61.9M -$22.5M +$39.4M AAPL, AMZN, IVV, SPY, TSLA 13F-HR 2/16/2021, 01:55 PM
Q3 2020 79 $148M +$54.1M -$17.6M +$36.5M AAPL, QQQ, AMZN, IVV, SPY 13F-HR 11/16/2020, 01:58 PM
Q2 2020 76 $115M +$42.7M -$11.6M +$31.1M QQQ, AMZN, AGG, IVV, AAPL 13F-HR 8/12/2020, 05:26 PM
Q1 2020 56 $80.8M +$28.8M -$15.6M +$13.3M QQQ, IVV, AMZN, AAPL, IVW 13F-HR 5/13/2020, 10:41 AM
Q4 2019 75 $111M +$16.8M -$18.1M -$1.3M IVV, AMZN, IVW, AAPL, QQQ 13F-HR 2/13/2020, 04:33 PM
Q3 2019 74 $111M +$14.4M -$9.58M +$4.79M IVV, FRI, IVW, ITOT, QQQ 13F-HR 11/14/2019, 12:59 PM
Q2 2019 76 $121M +$34.2M -$10.5M +$23.7M FRI, IVW, IVV, ITOT, QQQ 13F-HR 8/14/2019, 10:08 AM
Q1 2019 72 $112M +$35.4M -$54.7M -$19.3M IVV, AGG, FIXD, ITOT, AMZN 13F-HR 5/15/2019, 11:55 AM
Q4 2018 60 $149M +$60M -$34.8M +$25.2M IVW, SPY, QQQ, IJT, IWM 13F-HR 2/14/2019, 11:03 AM
Q3 2018 62 $189M +$95.9M -$30.5M +$65.4M QQQ, IVW, IJT, FYX, VBR 13F-HR 11/14/2018, 12:27 PM
Q2 2018 64 $188M +$100M -$43.3M +$57.2M FTSM, QQQ, IVW, FLOT, IVV 13F-HR 8/14/2018, 04:40 PM
Q1 2018 64 $175M +$68.4M -$51.4M +$17M IVV, DIA, VBR, IJK, IJH 13F-HR 5/15/2018, 11:46 AM
Q4 2017 70 $217M +$85.7M -$56.3M +$29.4M DIA, IYM, IJT, VBR, IVV 13F-HR 2/13/2018, 09:52 AM
Q3 2017 69 $213M +$81.6M -$14M +$67.6M QQQXXXX, IVW, DIA, IJK, FRI 13F-HR 11/13/2017, 12:38 PM
Q2 2017 65 $179M +$121M -$30M +$90.7M FTSM, QQQXXXX, DIA, IVV, SH 13F-HR 9/8/2017, 02:14 PM
Q1 2017 59 $162M +$73.1M -$32.7M +$40.4M VBR, IJJ, IJT, IJH, FNX 13F-HR 9/8/2017, 02:09 PM
Q4 2016 58 $163M IEMG, QQQXXXX, IJT, VBR, IWM 13F-HR 8/30/2017, 03:45 PM