Pinkerton Retirement Specialists, LLC Incresed Positions in Q2 2025

Pinkerton Retirement Specialists, LLC

  • $835 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
49.3K
+ 1112.79%
$416.06 - $551.64 $20.5M - $27.2M
53.8K $29.7M
HYG
Ishares Tr

ETFs
88.6K
+ 824.35%
$75.75 - $80.65 $6.71M - $7.15M
99.3K $8.01M
GLD
Spdr Gold Trust

ETFs
10.4K
+ 8.35%
$273.71 - $316.29 $2.85M - $3.29M
135K $41.1M
AVGO
Broadcom Inc.

Technology
7.22K
+ 24.42%
$146.29 - $275.65 $1.06M - $1.99M
36.8K $10.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.2K
+ 55.28%
$72.02 - $73.82 $3.69M - $3.78M
144K $10.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.5K
+ 11.15%
$75.05 - $77.34 $3.19M - $3.28M
423K $32.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.1K
+ 1.18%
$17.76 - $22.1 $268K - $333K
1.29M $28.6M
XLE
Energy Sector Spdr

ETFs
45.6K
+ 36.06%
$76.44 - $94.13 $3.48M - $4.29M
172K $14.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.5K
+ 101.48%
$91.43 - $91.74 $1.32M - $1.33M
28.8K $2.64M
C
Citigroup Inc

Financial Services
705
+ 0.98%
$58.13 - $85.12 $41K - $60K
72.5K $6.18M
T
At&T Inc.

Communication Services
34.8K
+ 470.22%
$26.33 - $28.94 $916K - $1.01M
42.2K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
897
+ 4.92%
$167.32 - $223.3 $150K - $200K
19.1K $4.2M
QCOM
Qualcomm Inc

Technology
3.06K
+ 7.7%
$124.66 - $159.48 $381K - $487K
42.7K $6.81M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.8K
+ 9.77%
$24.38 - $30.18 $262K - $325K
121K $3.64M
ADI
Analog Devices Inc

Technology
218
+ 1.59%
$164.6 - $238.02 $35.9K - $51.9K
13.9K $3.31M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.52K
+ 10.38%
$51.68 - $52.76 $492K - $502K
101K $5.34M
GOOG
Alphabet Inc.

Communication Services
998
+ 8.02%
$146.58 - $180.01 $146K - $180K
13.4K $2.38M
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.26K
+ 14.51%
$37.08 - $42.26 $343K - $391K
73.1K $3.03M
GPC
Genuine Parts CO

Consumer Cyclical
2.08K
+ 5.91%
$105.54 - $129.09 $219K - $268K
37.3K $4.52M
IQV
Iqvia Holdings Inc.

Healthcare
3.46K
+ 26.01%
$137.0 - $174.37 $475K - $604K
16.8K $2.64M
SCHO
Schwab Short Term Us Treasury

ETFs
11.9K
+ 14.62%
$24.19 - $24.45 $287K - $290K
93.1K $2.27M
GD
General Dynamics Corp

Industrials
290
+ 3.53%
$247.68 - $291.66 $71.8K - $84.6K
8.51K $2.48M
UPS
United Parcel Service Inc

Industrials
5.52K
+ 15.82%
$91.92 - $110.2 $507K - $608K
40.4K $4.08M
ADBE
Adobe Inc.

Technology
528
+ 7.96%
$340.0 - $420.68 $180K - $222K
7.16K $2.77M
ABT
Abbott Laboratories

Healthcare
692
+ 1.83%
$123.95 - $138.08 $85.8K - $95.6K
38.4K $5.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
217
+ 13.75%
$456.74 - $568.03 $99.1K - $123K
1.8K $1.02M
PSX
Phillips 66

Energy
3.04K
+ 8.22%
$92.87 - $125.73 $282K - $382K
40K $4.77M
TXN
Texas Instruments Inc

Technology
958
+ 4.01%
N/A
24.9K $4.84M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.83K
+ 21.94%
$26.18 - $26.93 $179K - $184K
38K $1.01M
UL
Unilever PLC

Consumer Defensive
385
+ 0.47%
$57.9 - $65.43 $22.3K - $25.2K
82.9K $5.07M
MET
Metlife Inc

Financial Services
1.69K
+ 2.83%
$68.42 - $82.49 $115K - $139K
61.3K $4.93M
WDAY
Workday, Inc.

Technology
305
+ 3.39%
$210.47 - $274.71 $64.2K - $83.8K
9.3K $2.23M
ADP
Automatic Data Processing Inc

Industrials
159
+ 0.96%
$276.76 - $326.81 $44K - $52K
16.6K $5.13M
MRK
Merck & Co., Inc.

Healthcare
7.07K
+ 15.74%
$73.47 - $87.12 $519K - $616K
52K $4.12M
APD
Air Products & Chemicals, Inc.

Basic Materials
650
+ 7.03%
$248.61 - $294.96 $162K - $192K
9.9K $2.79M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22
+ 0.1%
$22.92 - $28.05 $504 - $617
21.1K $592K
VCIT
Vanguard Intermediate Term Cor

ETFs
32
+ 1.04%
$79.56 - $82.92 $2.55K - $2.65K
3.1K $257K
VZ
Verizon Communications Inc

Communication Services
154
+ 3.03%
$41.67 - $45.62 $6.42K - $7.03K
5.24K $226K
WM
Waste Management Inc

Industrials
227
+ 1.01%
$216.47 - $242.1 $49.1K - $55K
22.7K $5.18M
OMC
Omnicom Group Inc.

Communication Services
6.67K
+ 13.46%
$69.22 - $79.77 $462K - $532K
56.2K $4.05M
AZN
Astrazeneca PLC

Healthcare
1.88K
+ 2.94%
$64.87 - $75.0 $122K - $141K
65.8K $4.6M
ELV
Elevance Health, Inc.

Healthcare
546
+ 7.92%
$372.27 - $452.69 $203K - $247K
7.44K $2.89M
EIX
Edison International

Utilities
8.05K
+ 11.27%
$48.32 - $59.92 $389K - $482K
79.5K $4.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
587
+ 6.41%
$483.48 - $539.8 $284K - $317K
9.74K $4.73M
MCD
Mcdonalds Corp

Consumer Cyclical
501
+ 3.32%
$285.55 - $321.23 $143K - $161K
15.6K $4.56M
PG
Procter & Gamble CO

Consumer Defensive
882
+ 3.26%
$157.66 - $172.39 $139K - $152K
28K $4.46M
COP
Conocophillips

Energy
4.43K
+ 10.6%
$82.66 - $106.1 $366K - $470K
46.2K $4.15M
AMGN
Amgen Inc

Healthcare
631
+ 4.07%
$262.28 - $309.85 $165K - $196K
16.1K $4.5M
KMB
Kimberly Clark Corp

Consumer Defensive
830
+ 2.42%
$126.84 - $145.22 $105K - $121K
35.2K $4.54M
Activity Summary
Buys All Purchases 105 New Holdings 51 Increased Positions 54 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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