Pinkerton Retirement Specialists, LLC New Holdings in Q1 2025

Pinkerton Retirement Specialists, LLC

  • $771 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
166K
New
$91.17 - $95.39 $15.1M - $15.8M
166K $15.8M
XLE
Energy Sector Spdr

ETFs
126K
New
$85.7 - $93.96 $10.8M - $11.9M
126K $11.8M
VEEV
Veeva Systems Inc

Healthcare
12.4K
New
$210.58 - $246.8 $2.6M - $3.05M
12.4K $2.87M
APD
Air Products & Chemicals, Inc.

Basic Materials
9.25K
New
$283.24 - $338.07 $2.62M - $3.13M
9.25K $2.73M
ADBE
Adobe Inc.

Technology
6.63K
New
$377.84 - $464.11 $2.51M - $3.08M
6.63K $2.54M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.3K
New
$91.45 - $91.75 $1.31M - $1.31M
14.3K $1.31M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
8.83K
New
$117.4 - $131.02 $1.04M - $1.16M
8.83K $1.06M
SHV
Ishares Tr

ETFs
5.92K
New
$110.11 - $110.51 $652K - $655K
5.92K $654K
GOOGL
Alphabet Inc.

Communication Services
2.17K
New
$154.33 - $206.19 $335K - $448K
2.17K $335K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.52K
New
$50.03 - $50.27 $326K - $328K
6.52K $326K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.74K
New
$81.83 - $82.73 $306K - $309K
3.74K $309K
VB
Vanguard Small Cap ETF

ETFs
1.2K
New
$217.89 - $252.64 $261K - $303K
1.2K $266K
IBM
International Business Machines Corp

Technology
1.06K
New
$217.4 - $264.74 $231K - $282K
1.06K $264K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.08K
New
$237.72 - $276.98 $256K - $298K
1.08K $263K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.07K
New
$79.17 - $82.04 $243K - $252K
3.07K $250K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.67K
New
$64.88 - $72.1 $238K - $264K
3.67K $241K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.3K
New
$100.59 - $103.47 $232K - $238K
2.3K $238K
FXI
Ishares Tr

ETFs
6.65K
New
$28.65 - $38.55 $190K - $256K
6.65K $238K
IGE
Ishares Tr North Amern Nat Res

ETFs
5.19K
New
$42.6 - $46.27 $221K - $240K
5.19K $235K
VZ
Verizon Communications Inc

Communication Services
5.08K
New
$37.81 - $46.49 $192K - $236K
5.08K $230K
MBB
Ishares Tr

ETFs
2.46K
New
$90.37 - $94.08 $222K - $232K
2.46K $230K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.62K
New
$134.68 - $159.3 $219K - $259K
1.62K $227K
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
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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