Pinkerton Retirement Specialists, LLC Purchases in Q1 2025

Pinkerton Retirement Specialists, LLC

  • $771 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
171K
+ 199.51%
$408.78 - $448.82 $70.1M - $77M
257K $108M
SPY
Spdr S&P 500 ETF Trust

ETFs
123K
+ 124.46%
$551.42 - $612.93 $67.9M - $75.4M
222K $124M
IVW
Ishares S&P 500 Growth ETF

ETFs
747K
+ 192.5%
$92.45 - $106.69 $69.1M - $79.7M
1.14M $105M
GLD
Spdr Gold Trust

ETFs
62.4K
+ 100.61%
$243.19 - $288.14 $15.2M - $18M
125K $35.9M
IEF
Ishares Barclays

ETFs
166K
New
$91.17 - $95.39 $15.1M - $15.8M
166K $15.8M
XLE
Energy Sector Spdr

ETFs
126K
New
$85.7 - $93.96 $10.8M - $11.9M
126K $11.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
48.8K
+ 111.37%
$71.17 - $73.66 $3.47M - $3.59M
92.6K $6.8M
VEEV
Veeva Systems Inc

Healthcare
12.4K
New
$210.58 - $246.8 $2.6M - $3.05M
12.4K $2.87M
APD
Air Products & Chemicals, Inc.

Basic Materials
9.25K
New
$283.24 - $338.07 $2.62M - $3.13M
9.25K $2.73M
MSFT
Microsoft Corp

Technology
8.59K
+ 70.17%
$375.39 - $447.2 $3.22M - $3.84M
20.8K $7.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.5K
+ 6.59%
$73.78 - $76.59 $1.74M - $1.8M
381K $29.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.4K
+ 2.11%
$18.36 - $20.51 $485K - $541K
1.28M $25.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.3K
New
$91.45 - $91.75 $1.31M - $1.31M
14.3K $1.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
8.83K
New
$117.4 - $131.02 $1.04M - $1.16M
8.83K $1.06M
AMGN
Amgen Inc

Healthcare
768
+ 5.21%
$258.59 - $327.36 $199K - $251K
15.5K $4.83M
ABBV
Abb Vie Inc.

Healthcare
290
+ 1.12%
$169.2 - $216.66 $49.1K - $62.8K
26.3K $5.51M
CVX
Chevron Corp

Energy
1.03K
+ 3.55%
$146.71 - $167.97 $152K - $174K
30.1K $5.04M
ABT
Abbott Laboratories

Healthcare
651
+ 1.76%
$111.1 - $140.22 $72.3K - $91.3K
37.7K $5M
WM
Waste Management Inc

Industrials
51
+ 0.23%
$200.54 - $233.78 $10.2K - $11.9K
22.4K $5.19M
SHV
Ishares Tr

ETFs
5.92K
New
$110.11 - $110.51 $652K - $655K
5.92K $654K
ELV
Elevance Health, Inc.

Healthcare
452
+ 7.02%
$365.9 - $436.25 $165K - $197K
6.89K $3M
PSX
Phillips 66

Energy
1.99K
+ 5.68%
$113.93 - $131.55 $226K - $261K
36.9K $4.56M
AZN
Astrazeneca PLC

Healthcare
535
+ 0.84%
$65.37 - $77.96 $35K - $41.7K
64K $4.7M
GPC
Genuine Parts CO

Consumer Cyclical
3.63K
+ 11.52%
$115.91 - $129.02 $421K - $469K
35.2K $4.19M
MCD
Mcdonalds Corp

Consumer Cyclical
556
+ 3.82%
$279.74 - $321.29 $156K - $179K
15.1K $4.72M
COP
Conocophillips

Energy
2.5K
+ 6.35%
$88.6 - $105.85 $221K - $264K
41.8K $4.39M
QCOM
Qualcomm Inc

Technology
3.11K
+ 8.51%
$151.94 - $175.86 $473K - $547K
39.7K $6.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.9K
+ 13.27%
$25.81 - $28.52 $333K - $368K
110K $3.04M
KMB
Kimberly Clark Corp

Consumer Defensive
347
+ 1.02%
$124.46 - $147.4 $43.2K - $51.1K
34.4K $4.89M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.64K
+ 15.65%
$39.18 - $43.52 $338K - $376K
63.8K $2.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
764
+ 93.86%
$507.05 - $563.67 $387K - $431K
1.58K $810K
GOOGL
Alphabet Inc.

Communication Services
2.17K
New
$154.33 - $206.19 $335K - $448K
2.17K $335K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.52K
New
$50.03 - $50.27 $326K - $328K
6.52K $326K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.95K
+ 70.26%
$96.3 - $112.23 $381K - $444K
9.58K $933K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.34K
New
$94.86 - $97.12 $316K - $324K
3.34K $317K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.74K
New
$81.83 - $82.73 $306K - $309K
3.74K $309K
PG
Procter & Gamble CO

Consumer Defensive
1.34K
+ 5.2%
$158.56 - $176.26 $212K - $236K
27.1K $4.62M
VB
Vanguard Small Cap ETF

ETFs
1.2K
New
$217.89 - $252.64 $261K - $303K
1.2K $266K
IBM
International Business Machines Corp

Technology
1.06K
New
$217.4 - $264.74 $231K - $282K
1.06K $264K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.08K
New
$237.72 - $276.98 $256K - $298K
1.08K $263K
UL
Unilever PLC

Consumer Defensive
386
+ 0.47%
$54.72 - $60.29 $21.1K - $23.3K
82.5K $4.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.07K
New
$79.17 - $82.04 $243K - $252K
3.07K $250K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.67K
New
$64.88 - $72.1 $238K - $264K
3.67K $241K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.3K
New
$100.59 - $103.47 $232K - $238K
2.3K $238K
FXI
Ishares Tr

ETFs
6.65K
New
$28.65 - $38.55 $190K - $256K
6.65K $238K
IGE
Ishares Tr North Amern Nat Res

ETFs
5.19K
New
$42.6 - $46.27 $221K - $240K
5.19K $235K
VZ
Verizon Communications Inc

Communication Services
5.08K
New
$37.81 - $46.49 $192K - $236K
5.08K $230K
MBB
Ishares Tr

ETFs
2.46K
New
$90.37 - $94.08 $222K - $232K
2.46K $230K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.62K
New
$134.68 - $159.3 $219K - $259K
1.62K $227K
Activity Summary
Buys All Purchases 69 New Holdings 27 Increased Positions 42 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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