Pinnacle Financial Group, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $226 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $28.6M, Dimensional ETF Tr Dimensional with a value of $21.4M, Wisdomtree Tr U.S Total Divide with a value of $21M, Dimensional ETF Tr Emerging Mk with a value of $16.9M, and Dimensional ETF Tr U S Core Eq with a value of $16.3M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $194M to 226M.

Below you can find more details about Pinnacle Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $218 Million
Financial Services: $2.64 Million
Technology: $2.21 Million
Industrials: $948,000
Consumer Cyclical: $737,000
Consumer Defensive: $356,000
Energy: $354,000
Healthcare: $246,000
Other: $8,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 65
  • Current Value $226 Million
  • Prior Value $194 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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