The Future of Pinnacle Family Advisors: Q3 and Q4 2022 Comparison
Ava Hoppe | 2 May, 2023
As we enter Q4 of 2022, many investors are taking a closer look at their holdings to determine the best course of action for the remainder of the year. One fund that has garnered attention is Pinnacle Family Advisors' 13F. In this article, we'll take a closer look at the changes in holdings from Q3 to Q4 2022 and what it means for the future of Pinnacle.
One notable change was in ISHARES TR (IVV), which saw a significant increase in shares from 15,983 to 42,171, resulting in a change of 182.7% in value. This suggests Pinnacle is bullish on the future performance of this highly diversified ETF.
Another significant change was in AMAZON COM INC (AMZN), as Pinnacle reduced their shares from 85,898 to 82,892, resulting in a decrease of 28.3% in value. This may indicate a shift away from the tech giant and a move towards other growth opportunities.
Among the top holdings, Pinnacle added to their positions in SPDR DOW JONES INDL AVERAGE (DIA) and ISHARES TR (IVE), both with notable increases in shares and value. On the other hand, Pinnacle reduced their positions in APPLE INC (AAPL), TESLA INC (TSLA), and AMAZON COM INC (AMZN).
Pinnacle also made some interesting new additions to their portfolio, including FIRST TR EXCHANGE-TRADED FD VI (FIXD) which jumped from 92,925 shares to 105,121 shares, and ISHARES TR (DVY) which saw an increase from 6,742 shares to 23,309 shares.
It's important to note that Pinnacle made some interesting moves in the Fixed Income space, adding to their positions in ISHARES TR (IGLB) and ISHARES TR (IGIB), both with notable increases in shares from 0 to 29,339 and 0 to 29,419, respectively.
In conclusion, Pinnacle Family Advisors' Q3 to Q4 2022 comparison reveals some exciting changes in their portfolio. While they reduced their positions in some big-name tech stocks, they are bullish on diversified ETFs and fixed-income securities. It will be interesting to see how these moves play out in the coming months and whether Pinnacle's strategy will pay off in the long run. As always, it's essential to monitor these changes and adjust accordingly to ensure investment success.
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