Pinkerton Retirement Specialists, LLC Incresed Positions in Q4 2024

Pinkerton Retirement Specialists, LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SSO
Proshares Ultra S&P 500

ETFs
140K
+ 5312.85%
$87.92 - $99.73 $12.3M - $13.9M
142K $13.2M
IYR
Ishares Tr

ETFs
134K
+ 56.53%
$90.74 - $102.87 $12.1M - $13.8M
370K $34.5M
GLD
Spdr Gold Trust

ETFs
15.3K
+ 32.58%
$236.59 - $257.5 $3.61M - $3.93M
62.1K $15M
AMZN
Amazon Com Inc

Consumer Cyclical
8.34K
+ 100.53%
$180.88 - $232.93 $1.51M - $1.94M
16.6K $3.65M
IYF
Ishares Tr

ETFs
13.4K
+ 14.67%
$102.7 - $119.05 $1.38M - $1.6M
105K $11.6M
TSLA
Tesla, Inc.

Consumer Cyclical
3.33K
+ 134.03%
$213.65 - $479.86 $712K - $1.6M
5.82K $2.35M
QCOM
Qualcomm Inc

Technology
11.4K
+ 45.01%
$150.4 - $178.04 $1.71M - $2.02M
36.6K $5.62M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.19K
+ 173.94%
$173.13 - $258.09 $552K - $823K
5.02K $1.16M
HWM
Howmet Aerospace Inc.

Industrials
5.65K
+ 217.95%
$99.72 - $120.09 $563K - $678K
8.24K $900K
TRGP
Targa Resources Corp.

Energy
3K
+ 172.92%
$150.58 - $207.69 $451K - $622K
4.73K $843K
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.4K
+ 27.31%
$71.75 - $75.11 $674K - $706K
43.8K $3.15M
FICO
Fair Isaac Corp

Technology
244
+ 183.46%
$1911.01 - $2382.4 $466K - $581K
377 $750K
IRM
Iron Mountain Inc

Real Estate
4.9K
+ 215.92%
$101.62 - $128.14 $498K - $628K
7.17K $753K
IDU
Ishares Tr U S Utils ETF

ETFs
10.1K
+ 10.68%
$94.65 - $105.73 $960K - $1.07M
105K $10.1M
VST
Vistra Corp.

Utilities
1.95K
+ 31.14%
$115.74 - $166.61 $226K - $325K
8.22K $1.13M
CEG
Constellation Energy Corp

Utilities
2.08K
+ 81.11%
$224.28 - $285.52 $467K - $594K
4.65K $1.05M
ADP
Automatic Data Processing Inc

Industrials
157
+ 0.96%
$280.08 - $307.97 $44K - $48.4K
16.5K $4.84M
ABT
Abbott Laboratories

Healthcare
1.71K
+ 4.84%
$111.93 - $119.39 $191K - $204K
37.1K $4.19M
SCHO
Schwab Short Term Us Treasury

ETFs
40.7K
+ 119.61%
$24.06 - $48.88 $980K - $1.99M
74.8K $1.8M
TXN
Texas Instruments Inc

Technology
643
+ 2.8%
N/A
23.6K $4.6M
CVX
Chevron Corp

Energy
962
+ 3.42%
$141.15 - $162.53 $136K - $156K
29.1K $4.21M
DFAS
Dimensional ETF Tr U S Small C

ETFs
749
+ 0.94%
$63.58 - $71.15 $47.6K - $53.3K
80.3K $5.22M
SCHP
Schwab Strategic Us Tips ETF

ETFs
16.1K
+ 122.77%
$25.74 - $53.78 $414K - $864K
29.2K $753K
COP
Conocophillips

Energy
2.75K
+ 7.53%
$95.12 - $114.72 $262K - $316K
39.3K $3.9M
MET
Metlife Inc

Financial Services
498
+ 0.86%
$78.15 - $88.25 $38.9K - $43.9K
58.5K $4.79M
PG
Procter & Gamble CO

Consumer Defensive
840
+ 3.37%
$161.05 - $179.7 $135K - $151K
25.7K $4.32M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.1K
+ 200.34%
$27.54 - $83.04 $389K - $1.17M
21.2K $587K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.97K
+ 273.18%
$25.93 - $105.3 $181K - $734K
9.52K $265K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.03%
$126.68 - $134.74 $127 - $135
3.35K $427K
MSFT
Microsoft Corp

Technology
230
+ 1.91%
$406.35 - $454.46 $93.5K - $105K
12.2K $5.16M
WM
Waste Management Inc

Industrials
511
+ 2.34%
$201.79 - $228.46 $103K - $117K
22.4K $4.51M
UPS
United Parcel Service Inc

Industrials
2.09K
+ 7.23%
$122.65 - $138.35 $256K - $289K
31K $3.91M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.71K
+ 7.2%
$40.06 - $45.21 $148K - $168K
55.2K $2.24M
MRK
Merck & Co., Inc.

Healthcare
4.2K
+ 12.04%
$96.31 - $114.76 $404K - $482K
39K $3.88M
MCD
Mcdonalds Corp

Consumer Cyclical
405
+ 2.86%
$288.47 - $316.54 $117K - $128K
14.5K $4.22M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.18K
+ 3.38%
$26.63 - $30.23 $84.6K - $96K
97.2K $2.59M
KMB
Kimberly Clark Corp

Consumer Defensive
1.08K
+ 3.28%
$130.37 - $146.09 $141K - $158K
34K $4.46M
XOM
Exxon Mobil Corp

Energy
1.43K
+ 3.32%
$105.51 - $125.37 $151K - $180K
44.6K $4.8M
GPC
Genuine Parts CO

Consumer Cyclical
3.28K
+ 11.62%
$113.11 - $143.63 $371K - $472K
31.5K $3.68M
PSX
Phillips 66

Energy
2.6K
+ 8.04%
$110.35 - $138.93 $287K - $361K
35K $3.98M
GD
General Dynamics Corp

Industrials
76
+ 0.92%
$260.28 - $314.03 $19.8K - $23.9K
8.32K $2.19M
ABBV
Abb Vie Inc.

Healthcare
1.09K
+ 4.36%
$164.99 - $203.87 $179K - $221K
26K $4.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
12.5K
+ 3.63%
$74.5 - $78.37 $932K - $980K
357K $26.7M
EIX
Edison International

Utilities
1.12K
+ 1.88%
$77.93 - $88.36 $87.1K - $98.8K
60.5K $4.83M
IQV
Iqvia Holdings Inc.

Healthcare
414
+ 3.4%
$190.97 - $236.63 $79.1K - $98K
12.6K $2.48M
UL
Unilever PLC

Consumer Defensive
2.29K
+ 2.87%
$56.7 - $64.64 $130K - $148K
82.1K $4.66M
AMGN
Amgen Inc

Healthcare
846
+ 6.09%
$258.78 - $328.31 $219K - $278K
14.7K $3.84M
OMC
Omnicom Group Inc.

Communication Services
1.82K
+ 3.98%
$85.82 - $105.47 $157K - $192K
47.6K $4.1M
ELV
Elevance Health, Inc.

Healthcare
454
+ 7.58%
$365.96 - $514.62 $166K - $234K
6.44K $2.38M
Activity Summary
Buys All Purchases 87 New Holdings 32 Increased Positions 55 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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