Pinnacle Financial Group, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $232 Million distributed in 72 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 $28.2M, 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 $18.3M, and Dimensional ETF Tr U S Core Eq with a value of $17M.

Examining the 13F form we can see an increase of $5.99M in the current position value, from $226M to 232M.

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

Portfolio value $232 Million
ETFs: $222 Million
Technology: $3.65 Million
Financial Services: $2.76 Million
Consumer Cyclical: $947,000
Industrials: $891,000
Healthcare: $449,000
Energy: $391,000
Consumer Defensive: $335,000
Other: $6,000

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $232 Million
  • Prior Value $226 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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