Pinnacle Financial Group, LLC Incresed Positions in Q2 2025

Pinnacle Financial Group, LLC

  • $291 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
12.1K
+ 479.43%
$285.55 - $321.23 $3.45M - $3.89M
14.6K $4.27M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.69K
+ 0.91%
$29.12 - $35.84 $136K - $168K
520K $18.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.69K
+ 3.33%
$65.84 - $80.81 $309K - $379K
146K $11.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
567
+ 0.39%
$54.19 - $67.22 $30.7K - $38.1K
145K $9.74M
VBR
Vanguard Small Cap Value ETF

ETFs
3.26K
+ 12.42%
$162.76 - $195.77 $531K - $638K
29.5K $5.75M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.04K
+ 1.26%
$114.78 - $133.31 $119K - $139K
83.8K $11.2M
VB
Vanguard Small Cap ETF

ETFs
523
+ 2.51%
$193.73 - $237.37 $101K - $124K
21.3K $5.06M
NVDA
Nvidia Corp

Technology
1.17K
+ 25.36%
$94.31 - $157.99 $110K - $184K
5.76K $910K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.96K
+ 10.69%
$141.87 - $164.49 $279K - $323K
20.3K $3.35M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
9.21K
+ 22.4%
$40.66 - $41.98 $374K - $387K
50.3K $2.1M
MSFT
Microsoft Corp

Technology
417
+ 35.4%
$354.56 - $497.45 $148K - $207K
1.6K $793K
DFAE
Dimensional ETF Tr

ETFs
427
+ 0.59%
$22.87 - $28.95 $9.77K - $12.4K
73.2K $2.12M
AMZN
Amazon Com Inc

Consumer Cyclical
365
+ 9.79%
$167.32 - $223.3 $61.1K - $81.5K
4.09K $898K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.6K
+ 2.44%
$96.84 - $99.46 $155K - $159K
67.3K $6.68M
CAT
Caterpillar Inc

Industrials
219
+ 17.78%
$273.94 - $388.21 $60K - $85K
1.45K $563K
DGRO
Ishares Core Dividend Growth E

ETFs
1.55K
+ 30.39%
$55.22 - $63.94 $85.5K - $99K
6.64K $424K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.05K
+ 26.55%
$20.16 - $20.49 $102K - $104K
24.1K $493K
VTV
Vanguard Value ETF

ETFs
421
+ 6.72%
$153.67 - $176.74 $64.7K - $74.4K
6.69K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
64
+ 4.54%
$210.28 - $289.91 $13.5K - $18.6K
1.47K $427K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.49K
+ 33.54%
$17.99 - $18.99 $62.8K - $66.3K
13.9K $263K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.09%
$86.93 - $109.64 $348 - $439
4.28K $469K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.03%
$73.7 - $90.98 $147 - $182
6K $545K
DWM
Wisdomtree Tr

ETFs
9
+ 0.15%
$52.06 - $63.91 $469 - $575
5.97K $379K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
81
+ 1.78%
$90.56 - $109.49 $7.34K - $8.87K
4.63K $506K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.18K
+ 1.75%
$20.99 - $23.93 $87.8K - $100K
243K $5.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
319
+ 1.72%
$89.87 - $92.93 $28.7K - $29.6K
18.9K $1.74M
ABT
Abbott Laboratories

Healthcare
128
+ 7.86%
$123.95 - $138.08 $15.9K - $17.7K
1.76K $238K
V
Visa Inc.

Financial Services
53
+ 8.13%
$308.27 - $373.31 $16.3K - $19.8K
705 $250K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
775
+ 0.65%
$19.44 - $19.56 $15.1K - $15.2K
120K $2.34M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
656
+ 1.55%
$39.34 - $40.41 $25.8K - $26.5K
43.1K $1.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
100
+ 2.47%
$79.56 - $82.92 $7.96K - $8.29K
4.16K $344K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.44%
$919.93 - $1101.66 $920 - $1.1K
228 $237K
IJS
Ishares S&P Smallcap 600 Value

ETFs
43
+ 1.67%
$83.54 - $100.04 $3.59K - $4.3K
2.61K $259K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
36
+ 0.22%
$18.28 - $18.7 $658 - $673
16.8K $313K
VDC
Vanguard Consumer Staples ETF

ETFs
9
+ 0.44%
$204.89 - $224.73 $1.84K - $2.02K
2.05K $449K
Franklin Templeton ETF Tr
41.2K
+ 206.73%
N/A
61.1K $0
ILCG
Ishares Morningstar Growth ETF
3
+ 0.01%
N/A
22.8K $0
Pimco ETF Tr
13.2K
+ 16.97%
N/A
90.9K $0
CVX
Chevron Corp

Energy
188
+ 13.23%
$133.73 - $168.51 $25.1K - $31.7K
1.61K $230K
PG
Procter & Gamble CO

Consumer Defensive
108
+ 4.66%
$157.66 - $172.39 $17K - $18.6K
2.43K $386K
XLV
Select Sector Spdr Fund Health

ETFs
35
+ 1.87%
$128.77 - $144.3 $4.51K - $5.05K
1.91K $257K
ABBV
Abb Vie Inc.

Healthcare
47
+ 3.41%
$170.16 - $206.27 $8K - $9.69K
1.43K $264K
EPD
Enterprise Products Partners L.P.

Energy
158
+ 1.66%
$28.95 - $34.22 $4.57K - $5.41K
9.65K $299K
VHT
Vanguard Health Care ETF

ETFs
17
+ 0.54%
$236.71 - $261.92 $4.02K - $4.45K
3.18K $790K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 0.29%
$483.48 - $539.8 $8.7K - $9.72K
6.14K $2.98M
Activity Summary
Buys All Purchases 56 New Holdings 10 Increased Positions 46 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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