Pinnacle Financial Group, LLC Portfolio Holdings
Pinnacle Financial Group, LLC
- $226 Million
- Q1 2024
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.