Pinkerton Retirement Specialists, LLC Reduced Holdings in Q4 2024

Pinkerton Retirement Specialists, LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52.5K
- 86.93%
$481.22 - $538.17 $25.3M - $28.2M
7.89K $4.03M
IWM
Ishares Russell 2000 ETF

ETFs
-62.2K
- 95.7%
$216.13 - $242.4 $13.4M - $15.1M
2.79K $617K
IYW
Ishares Dj Us Tech ETF

ETFs
-57.3K
- 91.63%
$148.14 - $166.23 $8.48M - $9.52M
5.23K $834K
SGOL
Abrdn Gold ETF Trust

ETFs
-86.4K
- 32.07%
$24.46 - $26.62 $2.11M - $2.3M
183K $4.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.69K
- 5.44%
$567.81 - $607.81 $3.23M - $3.46M
98.9K $57.9M
CION
Cion Investment Corp

Financial Services
-136K
- 20.59%
$11.25 - $12.08 $1.53M - $1.64M
523K $5.97M
SPMD
Spdr Portfolio

ETFs
-25.2K
- 11.88%
$54.13 - $59.56 $1.36M - $1.5M
187K $10.2M
AZN
Astrazeneca PLC

Healthcare
-1.31K
- 2.02%
$63.2 - $79.58 $82.5K - $104K
63.4K $4.16M
MMM
3 M CO

Industrials
-3.18K
- 6.5%
$124.74 - $137.12 $397K - $436K
45.8K $5.91M
IAU
Ishares Gold Trust

ETFs
-12.3K
- 42.14%
$48.37 - $52.65 $594K - $646K
16.9K $834K
RTX
Raytheon Technologies Corp

Industrials
-152
- 0.22%
$114.45 - $127.21 $17.4K - $19.3K
69K $7.99M
VTI
Vanguard Total Stock Market Et

ETFs
-1.26K
- 60.05%
$280.04 - $302.45 $354K - $382K
841 $243K
LOW
Lowes Companies Inc

Consumer Cyclical
-113
- 0.86%
$244.52 - $284.07 $27.6K - $32.1K
13K $3.22M
HYG
Ishares Tr

ETFs
-1.71K
- 1.52%
$78.09 - $80.04 $134K - $137K
111K $8.76M
NVDA
Nvidia Corp

Technology
-3.46K
- 24.96%
$117.0 - $148.88 $404K - $514K
10.4K $1.39M
ADI
Analog Devices Inc

Technology
-64
- 0.44%
$206.35 - $236.48 $13.2K - $15.1K
14.4K $3.06M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.7K
- 2.87%
$51.54 - $52.55 $139K - $142K
91.2K $4.72M
TTD
Trade Desk, Inc.

Technology
-1.99K
- 44.48%
$108.7 - $139.51 $216K - $278K
2.49K $292K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-140
- 1.49%
$442.29 - $483.08 $61.9K - $67.6K
9.23K $4.18M
AAPL
Apple Inc.

Technology
-2.3K
- 7.23%
$221.69 - $259.02 $511K - $597K
29.6K $7.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47
- 5.46%
$521.84 - $558.82 $24.5K - $26.3K
814 $438K
American Healthcare Reit Inc Com Shs
-8.6K
- 46.71%
N/A
9.81K $0
INTU
Intuit Inc

Technology
-41
- 1.01%
$602.01 - $706.25 $24.7K - $29K
4.02K $2.53M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-97
- 2.72%
$1146.59 - $1270.6 $111K - $123K
3.47K $4.11M
CVNA
Carvana Co.

Consumer Cyclical
-115
- 8.98%
$175.8 - $260.8 $20.2K - $30K
1.17K $237K
HOOD
Robinhood Markets, Inc.

Technology
-2.44K
- 25.6%
$22.33 - $43.2 $54.4K - $105K
7.08K $263K
WDAY
Workday, Inc.

Technology
-114
- 1.21%
$233.85 - $279.91 $26.7K - $31.9K
9.34K $2.41M
BK
Bank Of New York Mellon Corp

Financial Services
-2.38K
- 3.94%
$70.82 - $81.87 $168K - $194K
57.9K $4.45M
MA
Mastercard Inc

Financial Services
-121
- 2.16%
$491.3 - $536.15 $59.4K - $64.9K
5.49K $2.89M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.62K
- 8.67%
$172.07 - $207.36 $450K - $543K
27.6K $5.45M
LNG
Cheniere Energy, Inc.

Energy
-318
- 2.26%
$181.07 - $225.92 $57.6K - $71.8K
13.8K $2.96M
IP
International Paper CO

Consumer Cyclical
-2.16K
- 1.96%
$46.64 - $59.57 $101K - $129K
108K $5.82M
WMT
Walmart Inc.

Consumer Defensive
-1.88K
- 2.83%
$79.1 - $95.7 $149K - $180K
64.7K $5.84M
JPM
Jpmorgan Chase & CO

Financial Services
-155
- 0.69%
$205.18 - $250.29 $31.8K - $38.8K
22.5K $5.38M
AVGO
Broadcom Inc.

Technology
-6.73K
- 17.51%
$159.67 - $250.0 $1.07M - $1.68M
31.7K $7.35M
IVW
Ishares S&P 500 Growth ETF

ETFs
-11K
- 2.75%
$94.43 - $105.47 $1.04M - $1.16M
388K $39.4M
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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