Pinnacle Financial Group, LLC Portfolio Holdings
Pinnacle Financial Group, LLC
- $270 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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