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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28 Million 10.36% of portfolio
692,899
Q1 2025 Reduced 1.42%
$0
$25.8 Million 9.55% of portfolio
929,304
Q1 2025 Added 7.85%
$0
$20.7 Million 7.68% of portfolio
269,593
Q1 2025 Reduced 3.97%
$0
$18.9 Million 6.98% of portfolio
712,538
Q1 2025 Added 4.56%
$0
$17 Million 6.29% of portfolio
515,221
Q1 2025 Reduced 0.66%
$0
$10.7 Million 3.95% of portfolio
82,807
Q1 2025 Added 5.35%
$0
$10.4 Million 3.84% of portfolio
140,928
Q1 2025 Added 9.5%
$0
$8.76 Million 3.24% of portfolio
144,358
Q1 2025 Added 4.28%
$0
$8.64 Million 3.2% of portfolio
64,340
Q1 2025 Added 3.28%
$0
$8.31 Million 3.07% of portfolio
14,849
Q1 2025 Reduced 8.94%
$0
$6.82 Million 2.53% of portfolio
114,222
Q1 2025 Added 8.55%
$0
$6.5 Million 2.41% of portfolio
65,720
Q1 2025 Added 3.8%
$0
$6.29 Million 2.33% of portfolio
143,894
Q1 2025 Added 0.89%
$0
$5.68 Million 2.1% of portfolio
238,790
Q1 2025 Reduced 0.32%
$0
$5.13 Million 1.9% of portfolio
28,140
Q1 2025 Added 0.2%
$0
$4.89 Million 1.81% of portfolio
26,248
Q1 2025 Added 17.42%
$106B
$4.47 Million 1.66% of portfolio
15,529
Q1 2025 Added 0.03%
$0
$4.22 Million 1.56% of portfolio
16,300
Q1 2025 Added 16.94%
$0
$3.73 Million 1.38% of portfolio
13,571
Q1 2025 Reduced 7.05%
$0
$3.65 Million 1.35% of portfolio
117,020
Q1 2025 Added 3.03%
$631B
$3.26 Million 1.21% of portfolio
6,123
Q1 2025 Reduced 1.13%
$0
$3.21 Million 1.19% of portfolio
35,413
Q1 2025 Reduced 2.49%
$0
$3.17 Million 1.17% of portfolio
162,021
Q1 2025 New
$0
$2.95 Million 1.09% of portfolio
18,376
Q1 2025 Added 8.27%
$0
$2.58 Million 0.95% of portfolio
10,036
Q1 2025 Reduced 3.57%
$0
$2.46 Million 0.91% of portfolio
63,936
Q1 2025 Reduced 5.24%
$3.37T
$2.4 Million 0.89% of portfolio
10,825
Q1 2025 Reduced 0.48%
$0
$2.32 Million 0.86% of portfolio
118,884
Q1 2025 New
$0
$1.9 Million 0.7% of portfolio
20,487
Q1 2025 Reduced 4.33%
$0
$1.88 Million 0.7% of portfolio
72,739
Q1 2025 Added 11.94%
$0
$1.72 Million 0.64% of portfolio
18,581
Q1 2025 Added 181.36%
$0
$1.72 Million 0.63% of portfolio
41,101
Q1 2025 Added 86.79%
$0
$1.71 Million 0.63% of portfolio
42,451
Q1 2025 Added 166.7%
$0
$1.33 Million 0.49% of portfolio
5,286
Q1 2025 Reduced 0.77%
$0
$1.31 Million 0.48% of portfolio
22,383
Q1 2025 Added 0.04%
$0
$1.08 Million 0.4% of portfolio
6,266
Q1 2025 Added 2.81%
$0
$1.01 Million 0.37% of portfolio
16,285
Q4 2023 New
$0
$918,000 0.34% of portfolio
9,633
Q1 2025 Added 94.29%
$0
$880,000 0.33% of portfolio
1,878
Q1 2025 Added 5.33%
$0
$868,000 0.32% of portfolio
11,831
Q1 2025 Added 56.31%
$0
$838,000 0.31% of portfolio
3,167
Q1 2025 New
$463B
$842,000 0.31% of portfolio
7,086
Q1 2025 Added 102.69%
$216B
$788,000 0.29% of portfolio
2,523
Q1 2025 Added 66.98%
$2.28T
$709,000 0.26% of portfolio
3,729
Q1 2025 Reduced 2.33%
$0
$608,000 0.23% of portfolio
14,011
Q4 2024 Reduced 0.13%
$0
$621,000 0.23% of portfolio
3,260
Q4 2024 Added 0.03%
$0
$540,000 0.2% of portfolio
25,135
Q4 2024 Added 7.64%
$0
$502,000 0.19% of portfolio
895
Q1 2025 Reduced 7.25%
$0
$475,000 0.18% of portfolio
4,550
Q1 2025 Added 0.11%

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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