Pinnacle Financial Group, LLC Portfolio Holdings

Pinnacle Financial Group, LLC

  • $252 Million
  • Q3 2024

Pinnacle Financial Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $252 Million distributed in 80 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 $28.9M, Dimensional ETF Tr Dimensional with a value of $22.9M, Wisdomtree Tr U.S Total Divide with a value of $21.5M, Dimensional ETF Tr Emerging Mk with a value of $19.1M, and Dimensional ETF Tr U S Core Eq with a value of $17.5M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $232M to 252M.

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

Portfolio value $252 Million
ETFs: $242 Million
Technology: $3.9 Million
Financial Services: $3.06 Million
Consumer Cyclical: $1.02 Million
Industrials: $925,000
Energy: $407,000
Consumer Defensive: $347,000
Healthcare: $274,000
Other: $17,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.4M
$7,000 0.0% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $252 Million
  • Prior Value $232 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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