Pinnacle Financial Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $270 Million distributed in 95 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 $28M, Dimensional ETF Tr Dimensional with a value of $25.8M, Wisdomtree Tr U.S Total Divide with a value of $20.7M, Dimensional ETF Tr Emerging Mk with a value of $18.9M, and Dimensional ETF Tr U S Core Eq with a value of $17M.

Examining the 13F form we can see an increase of $18.7M in the current position value, from $251M to 270M.

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

Portfolio value $270 Million
ETFs: $258 Million
Financial Services: $3.83 Million
Technology: $3.34 Million
Consumer Cyclical: $1.5 Million
Energy: $1.4 Million
Industrials: $630,000
Consumer Defensive: $608,000
Healthcare: $510,000
Other: $236,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $270 Million
  • Prior Value $251 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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