Pinkerton Retirement Specialists, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $771 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $124M, Spdr Dow Jones Industrial Average ETF Trust with a value of $108M, Ishares S&P 500 Growth ETF with a value of $105M, Spdr Gold Trust with a value of $35.9M, and Schwab Strategic Tr Us Large C with a value of $34.4M.
Examining the 13F form we can see an increase of $81.9M in the current position value, from $689M to 771M.
Pinkerton Retirement Specialists, LLC is based out at Coeur D Alene, ID
Below you can find more details about Pinkerton Retirement Specialists, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$771 Million
ETFs: $557 Million
Technology: $44.8 Million
Financial Services: $32.8 Million
Healthcare: $32.3 Million
Industrials: $31.1 Million
Consumer Defensive: $19.8 Million
Energy: $19.3 Million
Consumer Cyclical: $18.9 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
