Pinkerton Retirement Specialists, LLC Incresed Positions in Q3 2024

Pinkerton Retirement Specialists, LLC

  • $686 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.6K
+ 0.42%
$61.11 - $67.85 $159K - $177K
628K $42.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.2K
+ 3.99%
$74.26 - $78.84 $982K - $1.04M
345K $27M
MMM
3 M CO

Industrials
926
+ 1.93%
$99.69 - $139.42 $92.3K - $129K
48.9K $6.69M
RTX
Raytheon Technologies Corp

Industrials
525
+ 0.76%
$99.55 - $123.34 $52.3K - $64.8K
69.2K $8.38M
AAPL
Apple Inc.

Technology
1.89K
+ 6.31%
$207.23 - $234.82 $392K - $444K
31.9K $7.42M
AVGO
Broadcom Inc.

Technology
35K
+ 1006.3%
$136.27 - $1745.86 $4.77M - $61.1M
38.4K $6.63M
EIX
Edison International

Utilities
58
+ 0.1%
$71.19 - $87.72 $4.13K - $5.09K
59.4K $5.17M
WMT
Walmart Inc.

Consumer Defensive
621
+ 0.94%
$66.91 - $81.4 $41.6K - $50.5K
66.6K $5.37M
MCD
Mcdonalds Corp

Consumer Cyclical
432
+ 3.15%
$245.82 - $304.51 $106K - $132K
14.1K $4.31M
BK
Bank Of New York Mellon Corp

Financial Services
907
+ 1.53%
$59.54 - $72.17 $54K - $65.5K
60.3K $4.33M
HYG
Ishares Tr

ETFs
5.19K
+ 4.81%
$76.72 - $80.36 $398K - $417K
113K $9.08M
MET
Metlife Inc

Financial Services
586
+ 1.02%
$67.96 - $82.48 $39.8K - $48.3K
58K $4.78M
NVDA
Nvidia Corp

Technology
6.28K
+ 83.17%
$98.91 - $134.91 $622K - $848K
13.8K $1.68M
LOW
Lowes Companies Inc

Consumer Cyclical
244
+ 1.89%
$213.3 - $270.78 $52K - $66.1K
13.1K $3.56M
OMC
Omnicom Group Inc.

Communication Services
722
+ 1.6%
$87.69 - $103.9 $63.3K - $75K
45.8K $4.73M
ADP
Automatic Data Processing Inc

Industrials
209
+ 1.29%
$233.44 - $279.45 $48.8K - $58.4K
16.4K $4.53M
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.06%
$163.84 - $199.33 $2.46K - $2.99K
24.9K $4.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 1.62%
$405.19 - $478.57 $60.4K - $71.3K
9.37K $4.31M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.16K
+ 2.79%
$59.25 - $65.33 $128K - $141K
79.5K $5.16M
ABT
Abbott Laboratories

Healthcare
1.47K
+ 4.33%
$100.07 - $118.13 $147K - $173K
35.4K $4.03M
AZN
Astrazeneca PLC

Healthcare
6.52K
+ 11.2%
$76.67 - $87.62 $500K - $571K
64.7K $5.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.21K
+ 8.3%
$25.45 - $29.53 $183K - $213K
94K $2.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.56K
+ 5.24%
$38.04 - $45.36 $97.5K - $116K
51.5K $2.3M
IYW
Ishares Dj Us Tech ETF

ETFs
2.19K
+ 3.63%
$133.16 - $158.73 $291K - $347K
62.5K $9.48M
IQV
Iqvia Holdings Inc.

Healthcare
183
+ 1.52%
$206.81 - $251.55 $37.8K - $46K
12.2K $2.89M
NKE
Nike, Inc.

Consumer Cyclical
1.27K
+ 7.47%
$71.09 - $89.44 $90.2K - $113K
18.3K $1.61M
PG
Procter & Gamble CO

Consumer Defensive
670
+ 2.76%
$160.76 - $177.82 $108K - $119K
24.9K $4.31M
WDAY
Workday, Inc.

Technology
368
+ 4.05%
$207.75 - $264.68 $76.5K - $97.4K
9.45K $2.31M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.93K
+ 5.94%
$71.45 - $75.64 $138K - $146K
34.4K $2.58M
PII
Polaris Inc.

Consumer Cyclical
1.65K
+ 7.75%
$72.9 - $86.86 $120K - $143K
22.9K $1.91M
XOM
Exxon Mobil Corp

Energy
1.25K
+ 2.99%
$109.72 - $119.0 $138K - $149K
43.2K $5.06M
VRSN
Verisign Inc

Technology
631
+ 7.65%
$174.18 - $190.64 $110K - $120K
8.88K $1.69M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.66K
+ 1.8%
$51.02 - $52.74 $84.7K - $87.6K
93.9K $4.94M
JPM
Jpmorgan Chase & CO

Financial Services
115
+ 0.51%
$194.9 - $224.8 $22.4K - $25.9K
22.6K $4.77M
AMGN
Amgen Inc

Healthcare
253
+ 1.86%
$309.38 - $337.38 $78.3K - $85.4K
13.9K $4.47M
KMB
Kimberly Clark Corp

Consumer Defensive
563
+ 1.74%
$135.05 - $148.35 $76K - $83.5K
32.9K $4.68M
GPC
Genuine Parts CO

Consumer Cyclical
1.16K
+ 4.29%
$131.04 - $147.11 $152K - $171K
28.3K $3.95M
UPS
United Parcel Service Inc

Industrials
1.55K
+ 5.66%
$123.32 - $147.38 $191K - $228K
28.9K $3.94M
TSLA
Tesla, Inc.

Consumer Cyclical
66
+ 2.73%
$191.76 - $263.26 $12.7K - $17.4K
2.49K $650K
LNG
Cheniere Energy, Inc.

Energy
487
+ 3.58%
$172.24 - $186.09 $83.9K - $90.6K
14.1K $2.53M
GD
General Dynamics Corp

Industrials
153
+ 1.89%
$279.51 - $308.09 $42.8K - $47.1K
8.25K $2.49M
MSFT
Microsoft Corp

Technology
767
+ 6.82%
$395.15 - $467.56 $303K - $359K
12K $5.17M
SCHO
Schwab Short Term Us Treasury

ETFs
1.73K
+ 5.34%
$47.93 - $49.06 $82.8K - $84.7K
34.1K $1.67M
SCHP
Schwab Strategic Us Tips ETF

ETFs
828
+ 6.75%
$51.58 - $53.79 $42.7K - $44.5K
13.1K $701K
ADI
Analog Devices Inc

Technology
45
+ 0.31%
$200.56 - $243.33 $9.03K - $10.9K
14.5K $3.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14
+ 0.2%
$75.47 - $83.18 $1.06K - $1.16K
7.06K $586K
C
Citigroup Inc

Financial Services
1.44K
+ 2.05%
$56.11 - $67.61 $80.9K - $97.4K
71.6K $4.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.35%
$475.2 - $527.7 $1.43K - $1.58K
861 $454K
XLE
Energy Sector Spdr

ETFs
1.27K
+ 4.9%
$84.35 - $93.39 $107K - $119K
27.2K $2.38M
Activity Summary
Buys All Purchases 95 New Holdings 35 Increased Positions 60 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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