Pinnacle-Family-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "ICF",
  null,
  null,
  null,
  "ORLY",
  "EFG",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  "IRM",
  "IEMG",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "SPDW",
  null,
  null,
  "SPYG",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "VNQ",
  null,
  null,
  null,
  "FSK",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VGK",
  "BND",
  "V",
  "WMT",
  "WMB",
  "DVY",
  "SCHG",
  "PSX",
  "DIA",
  null,
  null,
  "IUSV",
  null,
  null,
  null,
  null,
  null,
  "BRK-B",
  null,
  "CVX",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "QQQ",
  null,
  "GOOG",
  "XOM",
  "TSLA",
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 109
Total Value: 183930981
Accession Number: 0001172661-25-001981
Form Type: 13F-HR
CIK: pinnacle-family-advisors
Manager Name: Pinnacle-Family-Advisors

Data Enrichment

46% identified

50 identified59 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

109 positions • $183.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Meta Platforms, Inc.

META|30303M102

Shares:398

Value:$229.4K

% of Portfolio:0.1% ($229.4K/$183.9M)

33737J182

Shares:10.0K

Value:$229.2K

% of Portfolio:0.1% ($229.2K/$183.9M)

33737J158

Shares:4.0K

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$183.9M)

337345102

Shares:1.3K

Value:$218.5K

% of Portfolio:0.1% ($218.5K/$183.9M)

74933W452

Shares:4.4K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$183.9M)

Phillips 66

PSX|718546104

Shares:1.7K

Value:$213.1K

% of Portfolio:0.1% ($213.1K/$183.9M)

464287663

IUSV|464287663

Shares:2.3K

Value:$207.7K

% of Portfolio:0.1% ($207.7K/$183.9M)

FS KKR Capital Corp

FSK|302635206

Shares:9.8K

Value:$205.4K

% of Portfolio:0.1% ($205.4K/$183.9M)

CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$203.9K

% of Portfolio:0.1% ($203.9K/$183.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	398	QoQ +8.15% (+30) YoY NEW(+398)	All Managers (Combined)	$229.4K	0.1% ($229.4K/$183.9M)	QoQ +6.46% (+$13.9K) YoY NEW(+$229.4K)
(cusip33737J182)✕	10.0K	QoQ +6.46% (+609) YoY +10.50% (+953)	All Managers (Combined)	$229.2K	0.1% ($229.2K/$183.9M)	QoQ +10.48% (+$21.8K) YoY +10.46% (+$21.7K)
(cusip33737J158)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$183.9M)	QoQ NEW(+$219.6K) YoY NEW(+$219.6K)
(cusip337345102)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$218.5K	0.1% ($218.5K/$183.9M)	QoQ NEW(+$218.5K) YoY NEW(+$218.5K)
(cusip74933W452)✕	4.4K	QoQ -24.82% (-1.4K) YoY NEW(+4.4K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$183.9M)	QoQ -24.59% (-$71.1K) YoY NEW(+$218.1K)
Phillips 66(PSXcusip718546104)	1.7K	QoQ NEW(+1.7K) YoY -1.42% (-25)	All Managers (Combined)	$213.1K	0.1% ($213.1K/$183.9M)	QoQ NEW(+$213.1K) YoY -25.49% (-$72.9K)
(IUSVcusip464287663)	2.3K	QoQ -1.44% (-33) YoY -1.70% (-39)	All Managers (Combined)	$207.7K	0.1% ($207.7K/$183.9M)	QoQ -1.75% (-$3.7K) YoY +0.32% (-$681)
FS KKR Capital Corp(FSKcusip302635206)	9.8K	QoQ -4.33% (-444) YoY -5.94% (-620)	All Managers (Combined)	$205.4K	0.1% ($205.4K/$183.9M)	QoQ -7.72% (-$17.2K) YoY +3.32% (-$6.6K)
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$203.9K	0.1% ($203.9K/$183.9M)	QoQ NEW(+$203.9K) YoY NEW(+$203.9K)