Pinkerton Retirement Specialists, LLC Reduced Holdings in Q1 2025

Pinkerton Retirement Specialists, LLC

  • $771 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-101K
- 90.35%
$78.51 - $80.11 $7.9M - $8.06M
10.7K $847K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-165K
- 9.57%
$21.75 - $24.28 $3.59M - $4.01M
1.56M $34.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-108K
- 19.71%
$21.23 - $23.75 $2.3M - $2.57M
440K $9.48M
SGOL
Abrdn Gold ETF Trust

ETFs
-110K
- 60.24%
$25.14 - $29.82 $2.77M - $3.29M
72.8K $2.17M
AVGO
Broadcom Inc.

Technology
-2.14K
- 6.75%
$167.43 - $244.7 $359K - $524K
29.6K $4.95M
SPMD
Spdr Portfolio

ETFs
-30.9K
- 16.51%
$50.21 - $57.73 $1.55M - $1.78M
156K $7.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.46K
- 43.83%
$468.34 - $539.52 $1.62M - $1.87M
4.43K $2.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.28K
- 19.12%
$165.25 - $224.62 $872K - $1.18M
22.3K $3.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-67.8K
- 16.62%
$27.01 - $28.54 $1.83M - $1.93M
340K $9.51M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.7K
- 46.44%
$222.15 - $428.22 $600K - $1.16M
3.12K $807K
NVDA
Nvidia Corp

Technology
-6.86K
- 66.08%
$106.98 - $149.43 $734K - $1.03M
3.52K $381K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-17.8K
- 62.02%
$40.03 - $46.81 $711K - $832K
10.9K $443K
WMT
Walmart Inc.

Consumer Defensive
-3.79K
- 5.86%
$84.5 - $105.05 $321K - $398K
60.9K $5.34M
FSK
Fs Kkr Capital Corp

Financial Services
-14.1K
- 45.31%
$20.47 - $24.06 $289K - $340K
17K $357K
WDAY
Workday, Inc.

Technology
-341
- 3.65%
$233.53 - $277.82 $79.6K - $94.7K
9K $2.1M
ADI
Analog Devices Inc

Technology
-741
- 5.14%
$201.56 - $243.82 $149K - $181K
13.7K $2.76M
IAU
Ishares Gold Trust

ETFs
-6.18K
- 36.65%
$49.74 - $58.96 $307K - $364K
10.7K $629K
MMM
3 M CO

Industrials
-6.48K
- 14.16%
$129.7 - $155.12 $841K - $1.01M
39.3K $5.77M
INTU
Intuit Inc

Technology
-127
- 3.16%
$555.63 - $630.23 $70.6K - $80K
3.9K $2.39M
IP
International Paper CO

Consumer Cyclical
-508
- 0.47%
$49.38 - $60.09 $25.1K - $30.5K
108K $5.74M
BK
Bank Of New York Mellon Corp

Financial Services
-5.71K
- 9.85%
$75.42 - $88.95 $430K - $508K
52.2K $4.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-99
- 0.47%
$25.58 - $29.24 $2.53K - $2.89K
21.1K $552K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-52
- 0.55%
$24.91 - $29.02 $1.3K - $1.51K
9.46K $236K
MA
Mastercard Inc

Financial Services
-241
- 4.39%
$504.67 - $576.31 $122K - $139K
5.25K $2.87M
C
Citigroup Inc

Financial Services
-124
- 0.17%
$67.23 - $84.63 $8.34K - $10.5K
71.8K $5.1M
GD
General Dynamics Corp

Industrials
-104
- 1.25%
$241.94 - $272.58 $25.2K - $28.3K
8.22K $2.24M
JPM
Jpmorgan Chase & CO

Financial Services
-257
- 1.14%
$225.19 - $279.95 $57.9K - $71.9K
22.2K $5.45M
ADP
Automatic Data Processing Inc

Industrials
-61
- 0.37%
$286.85 - $318.64 $17.5K - $19.4K
16.5K $5.03M
XOM
Exxon Mobil Corp

Energy
-18
- 0.04%
$105.44 - $118.93 $1.9K - $2.14K
44.6K $5.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-72
- 0.78%
$442.66 - $534.52 $31.9K - $38.5K
9.15K $4.87M
RTX
Raytheon Technologies Corp

Industrials
-2.57K
- 3.73%
$114.1 - $135.66 $294K - $349K
66.4K $8.8M
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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