Pinkerton Retirement Specialists, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $686 Million distributed in 135 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 $60M, Schwab Strategic Tr Us Large C with a value of $42.6M, Ishares S&P 500 Growth ETF with a value of $38.2M, Invesco Qqq Trust, Series 1 with a value of $29.5M, and Vanguard Bd Index Fd Inc Inter with a value of $27M.
Examining the 13F form we can see an increase of $35.7M in the current position value, from $650M to 686M.
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
$686 Million
ETFs: $454 Million
Technology: $48.5 Million
Financial Services: $35.3 Million
Healthcare: $34 Million
Industrials: $31.4 Million
Consumer Cyclical: $28.7 Million
Consumer Defensive: $20.7 Million
Energy: $20.1 Million
Other: $13.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
