Pinnacle Financial Group, LLC Incresed Positions in Q1 2025

Pinnacle Financial Group, LLC

  • $270 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
67.7K
+ 7.85%
$25.54 - $28.79 $1.73M - $1.95M
929K $25.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.2K
+ 9.5%
$67.08 - $76.14 $821K - $931K
141K $10.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
12K
+ 181.36%
$89.27 - $92.9 $1.07M - $1.11M
18.6K $1.72M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
26.5K
+ 166.7%
$38.99 - $40.37 $1.03M - $1.07M
42.5K $1.71M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
31.1K
+ 4.56%
$25.35 - $27.46 $789K - $854K
713K $18.9M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
19.1K
+ 86.79%
$40.5 - $42.02 $773K - $802K
41.1K $1.72M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.92K
+ 4.28%
$56.51 - $62.98 $335K - $373K
144K $8.76M
GLD
Spdr Gold Trust

ETFs
4
+ 0.03%
$243.19 - $288.14 $973 - $1.15K
15.5K $4.47M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.2K
+ 5.35%
$126.11 - $135.06 $530K - $568K
82.8K $10.7M
VO
Vanguard Mid Cap ETF

ETFs
2.36K
+ 16.94%
$251.87 - $277.95 $595K - $656K
16.3K $4.22M
DVY
Ishares Tr

ETFs
2.04K
+ 3.28%
$128.58 - $138.1 $262K - $282K
64.3K $8.64M
VBR
Vanguard Small Cap Value ETF

ETFs
3.9K
+ 17.42%
$183.02 - $207.75 $713K - $809K
26.2K $4.89M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.68K
+ 94.29%
$94.86 - $97.12 $443K - $454K
9.63K $918K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.41K
+ 3.8%
$95.85 - $99.25 $231K - $239K
65.7K $6.5M
MCD
Mcdonalds Corp

Consumer Cyclical
1.01K
+ 66.98%
$279.74 - $321.29 $283K - $325K
2.52K $788K
DFAI
Dimensional ETF Tr

ETFs
3.45K
+ 3.03%
$28.88 - $32.4 $99.5K - $112K
117K $3.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.26K
+ 56.31%
$71.17 - $73.66 $303K - $314K
11.8K $868K
EEM
Ishares Msci Emerging Markets

ETFs
1.27K
+ 0.89%
$40.81 - $45.34 $51.9K - $57.6K
144K $6.29M
DFAE
Dimensional ETF Tr

ETFs
7.76K
+ 11.94%
$24.64 - $26.86 $191K - $208K
72.7K $1.88M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.4K
+ 8.27%
$156.61 - $168.02 $220K - $236K
18.4K $2.95M
VB
Vanguard Small Cap ETF

ETFs
1.98K
+ 10.49%
$217.89 - $252.64 $431K - $499K
20.8K $4.62M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
573
+ 16.12%
$78.97 - $85.82 $45.2K - $49.2K
4.13K $342K
VTV
Vanguard Value ETF

ETFs
171
+ 2.81%
$167.73 - $179.21 $28.7K - $30.6K
6.27K $1.08M
VTC
Vanguard Scottsdale Fds Total

ETFs
528
+ 10.54%
$74.74 - $77.39 $39.5K - $40.9K
5.54K $425K
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.58%
$169.2 - $216.66 $1.35K - $1.73K
1.38K $288K
EPD
Enterprise Products Partners L.P.

Energy
149
+ 1.59%
$31.75 - $34.14 $4.73K - $5.09K
9.49K $324K
DGRO
Ishares Core Dividend Growth E

ETFs
407
+ 8.68%
$60.46 - $64.42 $24.6K - $26.2K
5.09K $314K
XLV
Select Sector Spdr Fund Health

ETFs
45
+ 2.46%
$137.61 - $149.68 $6.19K - $6.74K
1.88K $273K
PG
Procter & Gamble CO

Consumer Defensive
30
+ 1.31%
$158.56 - $176.26 $4.76K - $5.29K
2.32K $395K
VCIT
Vanguard Intermediate Term Cor

ETFs
67
+ 1.68%
$79.17 - $82.04 $5.3K - $5.5K
4.06K $331K
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 1.0%
$225.19 - $279.95 $3.15K - $3.92K
1.41K $345K
VIG
Vanguard Dividend Appreciation

ETFs
56
+ 0.2%
N/A
28.1K $5.13M
XLF
Financial Sector Spdr

ETFs
4
+ 0.06%
$47.32 - $52.19 $189 - $209
6.6K $328K
Pimco ETF Tr
46.5K
+ 148.94%
N/A
77.7K $0
MSFT
Microsoft Corp

Technology
114
+ 10.71%
$375.39 - $447.2 $42.8K - $51K
1.18K $442K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.11%
$120.29 - $134.6 $241 - $269
1.81K $221K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.89%
$953.54 - $1132.42 $1.91K - $2.26K
227 $224K
DFAS
Dimensional ETF Tr U S Small C

ETFs
9K
+ 8.55%
$58.81 - $68.2 $529K - $614K
114K $6.82M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.09%
$96.93 - $109.51 $388 - $438
4.28K $419K
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 5.33%
$468.34 - $539.52 $44.5K - $51.3K
1.88K $880K
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$326.75 - $407.63 $327 - $408
1.23K $406K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.03%
$81.62 - $96.63 $163 - $193
5.99K $499K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.11%
$102.49 - $119.96 $512 - $600
4.55K $475K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.04%
$57.21 - $65.8 $572 - $658
22.4K $1.31M
NVDA
Nvidia Corp

Technology
41
+ 0.9%
$106.98 - $149.43 $4.39K - $6.13K
4.6K $498K
Activity Summary
Buys All Purchases 61 New Holdings 15 Increased Positions 46 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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