Pinkerton Retirement Specialists, LLC Incresed Positions 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
BND
Vanguard Bd Index Fd Inc Total

ETFs
48.8K
+ 111.37%
$71.17 - $73.66 $3.47M - $3.59M
92.6K $6.8M
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
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
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
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
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.95K
+ 70.26%
$96.3 - $112.23 $381K - $444K
9.58K $933K
PG
Procter & Gamble CO

Consumer Defensive
1.34K
+ 5.2%
$158.56 - $176.26 $212K - $236K
27.1K $4.62M
UL
Unilever PLC

Consumer Defensive
386
+ 0.47%
$54.72 - $60.29 $21.1K - $23.3K
82.5K $4.91M
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
OMC
Omnicom Group Inc.

Communication Services
1.95K
+ 4.1%
$79.43 - $88.34 $155K - $172K
49.6K $4.11M
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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