The Analysis of Pinnacle Financial Group, LLC / IL's Holdings
Currently, Pinnacle Financial Group, LLC / IL holds 112 types of securities in its portfolio with a total value $344.6M. In the most recent quarter, they have increased their positions in PYLD (+33.9K shares, valued at $904.4K), AGG (+8.8K shares, valued at $879.0K), PTRB (+18.0K shares, valued at $755.1K); decreased their positions in N/A (-17.9K shares, valued at $840.0K), DTD (-6.6K shares, valued at $561.5K), BSCQ (-17.3K shares, valued at $338.1K); initiated new positions in VGSH (+6.0K shares, valued at $350.2K), N/A (+896 shares, valued at $310.1K), N/A (+953 shares, valued at $299.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFIC DIMENSIONAL ETF TRUST863.8K shares0.28%2025-12-312026-02-05
DFEM DIMENSIONAL ETF TRUST675.8K shares-1.26%2025-12-312026-02-05 DTD WISDOMTREE TR254.6K shares-2.53%2025-12-312026-02-05 DFAC DIMENSIONAL ETF TRUST542.5K shares1.21%2025-12-312026-02-05 VYMI VANGUARD WHITEHALL FDS154.6K shares2.00%2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS88.4K shares3.63%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F160.2K shares5.32%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR14.1K shares-2.36%2025-12-312026-02-05 DVY ISHARES TR63.7K shares0.10%2025-12-312026-02-05 DFAS DIMENSIONAL ETF TRUST113.2K shares-0.15%2025-12-312026-02-05 AGG ISHARES TR78.8K shares12.56%2025-12-312026-02-05 EEM ISHARES TR137.7K shares1.44%2025-12-312026-02-05 VBR VANGUARD INDEX FDS32.6K shares2.63%2025-12-312026-02-05 VIG VANGUARD SPECIALIZED FUNDS27.5K shares-1.06%2025-12-312026-02-05 GLD SPDR GOLD TR15.1K shares-0.08%2025-12-312026-02-05 DFAR DIMENSIONAL ETF TRUST259.3K shares1.41%2025-12-312026-02-05 VB VANGUARD INDEX FDS22.4K shares4.56%2025-12-312026-02-05 VO VANGUARD INDEX FDS18.0K shares3.81%2025-12-312026-02-05 MCD MCDONALDS CORP14.8K shares0.82%2025-12-312026-02-05 PYLD PIMCO ETF TR165.1K shares25.85%2025-12-312026-02-05 PTRB PGIM ETF TR103.2K shares21.07%2025-12-312026-02-05 VTI VANGUARD INDEX FDS12.6K shares-6.23%2025-12-312026-02-05 DFAI DIMENSIONAL ETF TRUST108.2K shares1.45%2025-12-312026-02-05 VOE VANGUARD INDEX FDS23.0K shares1.33%2025-12-312026-02-05 TOTL SSGA ACTIVE ETF TR90.1K shares21.73%2025-12-312026-02-05 BSCR INVESCO EXCH TRD SLF IDX FD182.6K shares-1.78%2025-12-312026-02-05 BOND PIMCO ETF TR37.6K shares16.95%2025-12-312026-02-05 AAPL APPLE INC10.9K shares6.80%2025-12-312026-02-05 VNQ VANGUARD INDEX FDS32.5K shares-4.02%2025-12-312026-02-05 VV VANGUARD INDEX FDS9.0K shares-2.23%2025-12-312026-02-05 IVW ISHARES TR20.2K shares0.00%2025-12-312026-02-05 DFAE DIMENSIONAL ETF TRUST75.2K shares2.44%2025-12-312026-02-05 VSDB VANGUARD MALVERN FDS31.8K shares3.27%2025-12-312026-02-05 DFAU DIMENSIONAL ETF TRUST51.9K shares0.47%2025-12-312026-02-05 ILCG ISHARES TR21.8K shares-4.37%2025-12-312026-02-05 VHT VANGUARD WORLD FD6.6K shares4.46%2025-12-312026-02-05 INCM FRANKLIN TEMPLETON ETF TR67.5K shares-2.97%2025-12-312026-02-05 BSCQ INVESCO EXCH TRD SLF IDX FD96.4K shares-15.19%2025-12-312026-02-05 VBK VANGUARD INDEX FDS5.7K shares2.20%2025-12-312026-02-05 VTV VANGUARD INDEX FDS8.7K shares18.13%2025-12-312026-02-05 IJH ISHARES TR21.9K shares-0.53%2025-12-312026-02-05 NVDA NVIDIA CORPORATION7.0K shares16.26%2025-12-312026-02-05 VXUS VANGUARD STAR FDS16.3K shares0.00%2025-12-312026-02-05 AMZN AMAZON COM INC4.4K shares5.34%2025-12-312026-02-05 MSFT MICROSOFT CORP2.0K shares24.63%2025-12-312026-02-05 CAT CATERPILLAR INC1.5K shares0.21%2025-12-312026-02-05 IVE ISHARES TR3.3K shares0.03%2025-12-312026-02-05 FPEI FIRST TR EXCH TRADED FD III34.7K shares55.02%2025-12-312026-02-05 BND VANGUARD BD INDEX FDS8.7K shares-20.40%2025-12-312026-02-05 AGGY WISDOMTREE TR14.4K shares0.00%2025-12-312026-02-05 AVUS AMERICAN CENTY ETF TR5.5K shares2.51%2025-12-312026-02-05 DGRO ISHARES TR8.4K shares1.84%2025-12-312026-02-05 IJK ISHARES TR6.0K shares0.03%2025-12-312026-02-05 XOM EXXON MOBIL CORP4.8K shares9.45%2025-12-312026-02-05 FLCB FRANKLIN TEMPLETON ETF TR25.9K shares27.65%2025-12-312026-02-05 BSCS INVESCO EXCH TRD SLF IDX FD27.1K shares-1.57%2025-12-312026-02-05 IJR ISHARES TR4.5K shares-3.67%2025-12-312026-02-05 ESGV VANGUARD WORLD FD4.5K shares4.29%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.1.6K shares9.17%2025-12-312026-02-05 VCIT VANGUARD SCOTTSDALE FDS6.2K shares0.00%2025-12-312026-02-05 VOOV VANGUARD ADMIRAL FDS INC2.5K shares0.00%2025-12-312026-02-05 VIGI VANGUARD WHITEHALL FDS5.2K shares14.32%2025-12-312026-02-05 IVV ISHARES TR675 shares0.00%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F8.6K shares-0.43%2025-12-312026-02-05 BINC BLACKROCK ETF TRUST II8.5K shares43.11%2025-12-312026-02-05 VTC VANGUARD SCOTTSDALE FDS5.5K shares0.00%2025-12-312026-02-05 VDC VANGUARD WORLD FD2.0K shares-2.13%2025-12-312026-02-05 DWM WISDOMTREE TR6.0K shares0.05%2025-12-312026-02-05 ALL ALLSTATE CORP2.0K shares8.39%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC2.3K shares4.60%2025-12-312026-02-05 BSCT INVESCO EXCH TRD SLF IDX FD20.7K shares0.17%2025-12-312026-02-05 XLF SELECT SECTOR SPDR TR7.1K shares0.00%2025-12-312026-02-05 TIP ISHARES TR3.5K shares0.73%2025-12-312026-02-05 TSLA TESLA INC814 shares16.12%2025-12-312026-02-05 VGSH VANGUARD SCOTTSDALE FDS6.0K sharesnew addition2025-12-312026-02-05 ABBV ABBVIE INC1.5K shares4.58%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO2.4K shares5.02%2025-12-312026-02-05 EPD ENTERPRISE PRODS PARTNERS L10.0K shares1.69%2025-12-312026-02-05 VSGX VANGUARD WORLD FD4.4K shares0.05%2025-12-312026-02-05 BROADCOM INC BROADCOM INC896 sharesnew addition2025-12-312026-02-05 DFNM DIMENSIONAL ETF TRUST6.2K shares0.00%2025-12-312026-02-05 IEFA ISHARES TR3.4K shares0.00%2025-12-312026-02-05 ALPHABET INC ALPHABET INC953 sharesnew addition2025-12-312026-02-05 BA BOEING CO1.4K shares-2.28%2025-12-312026-02-05 CEG CONSTELLATION ENERGY CORP807 shares-0.62%2025-12-312026-02-05 EDIV SPDR INDEX SHS FDS7.3K shares8.00%2025-12-312026-02-05 IJS ISHARES TR2.5K shares2.37%2025-12-312026-02-05 MS MORGAN STANLEY1.6K shares7.62%2025-12-312026-02-05 ALPHABET INC ALPHABET INC872 shares-8.11%2025-12-312026-02-05 META META PLATFORMS INC410 shares25.00%2025-12-312026-02-05 ITOT ISHARES TR1.8K shares0.11%2025-12-312026-02-05 AXP AMERICAN EXPRESS CO704 shares4.45%2025-12-312026-02-05 LLY ELI LILLY & CO241 sharesnew addition2025-12-312026-02-05 CVX CHEVRON CORP NEW1.6K shares-1.28%2025-12-312026-02-05 DES WISDOMTREE TR7.3K shares14.03%2025-12-312026-02-05 GWW WW GRAINGER INC227 shares0.00%2025-12-312026-02-05 PEP PEPSICO INC1.6K shares8.59%2025-12-312026-02-05 VPLS VANGUARD MALVERN FDS2.9K shares-15.06%2025-12-312026-02-05 V VISA INC624 shares-3.55%2025-12-312026-02-05 ABT ABBOTT LABS1.7K shares-1.03%2025-12-312026-02-05 QQQJ INVESCO EXCH TRADED FD TR II5.8K sharesnew addition2025-12-312026-02-05 VT VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2025-12-312026-02-05 IYG ISHARES TR2.2K sharesnew addition2025-12-312026-02-05 XLV SELECT SECTOR SPDR TR1.3K shares-32.25%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS676 sharesnew addition2025-12-312026-02-05 XLO XILIO THERAPEUTICS INC10.0K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available