Pinkerton Retirement Specialists, LLC Reduced Holdings in Q2 2025

Pinkerton Retirement Specialists, LLC

  • $835 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-255K
- 98.94%
$376.48 - $440.65 $95.9M - $112M
2.74K $1.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
-874K
- 76.97%
$82.96 - $110.1 $72.5M - $96.2M
262K $28.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-142K
- 64.11%
$496.48 - $617.85 $70.6M - $87.9M
79.6K $49.2M
IEF
Ishares Barclays

ETFs
-163K
- 98.14%
$93.15 - $96.56 $15.2M - $15.7M
3.09K $296K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-403K
- 91.43%
$19.1 - $23.83 $7.69M - $9.6M
37.8K $900K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-350K
- 22.42%
$19.6 - $24.44 $6.85M - $8.55M
1.21M $29.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-30.5K
- 8.96%
$24.32 - $27.87 $741K - $849K
310K $8.2M
SGOL
Abrdn Gold ETF Trust

ETFs
-43.4K
- 59.61%
$28.39 - $32.75 $1.23M - $1.42M
29.4K $926K
AAPL
Apple Inc.

Technology
-288
- 0.9%
$172.42 - $223.89 $49.7K - $64.5K
31.7K $6.51M
CION
Cion Investment Corp

Financial Services
-16.6K
- 3.47%
$8.68 - $10.48 $144K - $174K
462K $4.42M
IAU
Ishares Gold Trust

ETFs
-4.32K
- 40.47%
$56.1 - $64.74 $242K - $280K
6.36K $396K
IBM
International Business Machines Corp

Technology
-383
- 36.0%
$221.03 - $294.78 $84.7K - $113K
681 $200K
RGLD
Royal Gold Inc

Basic Materials
-307
- 14.77%
$155.48 - $186.71 $47.7K - $57.3K
1.77K $315K
VTI
Vanguard Total Stock Market Et

ETFs
-184
- 15.18%
$243.75 - $303.93 $44.9K - $55.9K
1.03K $312K
MMM
3 M CO

Industrials
-1.37K
- 3.49%
$126.09 - $154.15 $173K - $212K
37.9K $5.77M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-94
- 2.56%
$58.41 - $72.69 $5.49K - $6.83K
3.57K $259K
MA
Mastercard Inc

Financial Services
-70
- 1.33%
$479.92 - $590.74 $33.6K - $41.4K
5.18K $2.91M
GOOGL
Alphabet Inc.

Communication Services
-72
- 3.32%
$144.7 - $178.6 $10.4K - $12.9K
2.1K $369K
TT
Trane Technologies PLC

Industrials
-1
- 0.15%
$315.21 - $437.41 $315 - $437
650 $284K
BK
Bank Of New York Mellon Corp

Financial Services
-2.75K
- 5.26%
$73.31 - $91.62 $201K - $252K
49.5K $4.51M
TSLA
Tesla, Inc.

Consumer Cyclical
-74
- 2.37%
$221.86 - $362.89 $16.4K - $26.9K
3.04K $966K
NVDA
Nvidia Corp

Technology
-6
- 0.17%
$94.31 - $157.99 $566 - $948
3.52K $555K
WMT
Walmart Inc.

Consumer Defensive
-1.77K
- 2.91%
$81.79 - $99.98 $145K - $177K
59.1K $5.78M
INTU
Intuit Inc

Technology
-98
- 2.52%
$544.07 - $787.63 $53.3K - $77.2K
3.8K $2.99M
VEEV
Veeva Systems Inc

Healthcare
-51
- 0.41%
$209.39 - $289.94 $10.7K - $14.8K
12.3K $3.55M
RTX
Raytheon Technologies Corp

Industrials
-1.01K
- 1.52%
$113.75 - $148.48 $115K - $150K
65.4K $9.55M
JPM
Jpmorgan Chase & CO

Financial Services
-482
- 2.17%
$210.28 - $289.91 $101K - $140K
21.7K $6.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.21K
- 5.43%
$141.37 - $228.57 $171K - $277K
21.1K $4.78M
MSFT
Microsoft Corp

Technology
-37
- 0.18%
$354.56 - $497.45 $13.1K - $18.4K
20.8K $10.3M
Activity Summary
Buys All Purchases 105 New Holdings 51 Increased Positions 54 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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