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Institutional Investment Manager
PINNACLE FAMILY ADVISORS, LLC
PINNACLE FAMILY ADVISORS, LLC (CIK: 0001679064). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 58 holdings with a total value of $163,403,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 8,555 386,000 0.24%
52 PIMCO ETF TR 3,856 385,000 0.24%
53 REYNOLDS AMERICAN INC 6,774 379,000 0.23%
54 ISHARES INC 14,348 369,000 0.23%
55 AMAZON COM INC 434 325,000 0.20%
56 EXXON MOBIL CORP 3,396 306,000 0.19%
57 PHILLIPS 66 3,225 278,000 0.17%
58 TESLA INC 1,021 218,000 0.13%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-17-000526, filed 2017.08.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.