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
IWD
Ishares Russell 1000 Val ETF

ETFs
1.19K
New
$182.82 - $196.21 $217K - $233K
1.19K $222K
TT
Trane Technologies PLC

Industrials
651
New
$332.0 - $400.86 $216K - $261K
651 $219K
T
At&T Inc.

Communication Services
7.4K
New
$21.56 - $28.28 $160K - $209K
7.4K $209K
FNV
Franco Nevada Corp

Basic Materials
1.3K
New
$120.72 - $157.56 $157K - $205K
1.3K $204K
SCHO
Schwab Short Term Us Treasury

ETFs
6.41K
+ 8.57%
$24.1 - $24.34 $155K - $156K
81.2K $1.98M
MRK
Merck & Co., Inc.

Healthcare
5.88K
+ 15.07%
$83.01 - $101.02 $488K - $594K
44.9K $4.03M
VTI
Vanguard Total Stock Market Et

ETFs
371
+ 44.11%
$271.18 - $303.12 $101K - $112K
1.21K $333K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
491
+ 0.54%
$51.52 - $52.37 $25.3K - $25.7K
91.7K $4.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2K
+ 6.85%
$25.69 - $26.89 $51.3K - $53.7K
31.2K $837K
TXN
Texas Instruments Inc

Technology
262
+ 1.11%
N/A
23.9K $4.65M
MET
Metlife Inc

Financial Services
1.21K
+ 2.07%
$77.7 - $87.0 $94.2K - $105K
59.7K $4.79M
UPS
United Parcel Service Inc

Industrials
3.9K
+ 12.58%
$109.66 - $136.26 $427K - $531K
34.9K $3.84M
GOOG
Alphabet Inc.

Communication Services
1.61K
+ 14.85%
$156.06 - $207.71 $251K - $334K
12.4K $1.94M
IQV
Iqvia Holdings Inc.

Healthcare
718
+ 5.7%
$176.3 - $209.96 $127K - $151K
13.3K $2.35M
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 9.65%
$190.26 - $242.06 $306K - $389K
18.2K $3.47M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.56K
+ 3.19%
$58.81 - $68.2 $150K - $174K
82.8K $4.95M
AAPL
Apple Inc.

Technology
2.47K
+ 8.36%
$209.68 - $247.1 $518K - $611K
32K $7.12M
EIX
Edison International

Utilities
10.9K
+ 18.07%
$50.06 - $80.01 $547K - $875K
71.4K $4.21M
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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