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Pinnacle Financial Group, LLC / IL

Latest statistics and disclosures from Pinnacle Financial Group, LLC / IL's latest quarterly 13F-HR filing:

Top 5 stock holdings are PRF, DFIC, DTD, DFAC, DFEM, and represent 42.19% of Pinnacle Financial Group, LLC / IL's stock portfolio.
Added to shares of these 10 stocks: DFIC, AGG, VYMI, INCM, VYM, VO, VB, PG, PYLD, VEU.
Started 4 new stock positions in PG, INCM, EPD, V.
Reduced shares in these 10 stocks: DFAR, AAPL, VV, PRF, BND, DFAS, DWM, NVDA, SPY, DFAI.
Pinnacle Financial Group, LLC / IL was a net buyer of stock by $7.2M.
Pinnacle Financial Group, LLC / IL has $255M in assets under management (AUM), dropping by 0.06%.
Central Index Key (CIK): 0001905962

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Positions held by Pinnacle Financial Group, LLC / IL consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pinnacle Financial Group, LLC / IL

Pinnacle Financial Group, LLC / IL holds 84 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	11.1	$28M		703k	40.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.7	$22M	+5%	862k	25.84	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	8.3	$21M		281k	75.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	7.0	$18M		519k	34.59	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.0	$18M		681k	26.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.9	$10M	+5%	79k	127.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.7	$9.6M		16k	586.14	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.4	$8.7M	+8%	129k	67.88	View chart
Ishares Tr Select Divid Etf (DVY)	3.2	$8.2M	+3%	62k	131.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.1	$7.9M	+4%	138k	57.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$6.8M		105k	65.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.4	$6.1M	+14%	63k	96.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.3	$6.0M	+2%	143k	41.82	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.2	$5.6M	-7%	240k	23.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.2	$5.5M		28k	195.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.8	$4.5M	+10%	19k	240.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$4.4M	+3%	22k	198.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$4.2M		15k	289.81	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$3.8M		16k	242.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$3.7M	+16%	14k	264.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$3.3M		114k	29.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$3.2M	+2%	36k	89.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$2.8M		6.2k	453.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$2.8M	-10%	10k	269.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.1	$2.7M		17k	161.77	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$2.7M	+2%	68k	40.49	View chart
Apple (AAPL)	1.1	$2.7M	-13%	11k	250.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$2.2M		21k	101.53	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.8	$2.1M		23k	89.60	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.6M		65k	25.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$1.5M		5.3k	280.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.4M		22k	62.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.0M		6.1k	169.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$960k		16k	58.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$911k	+32%	1.8k	511.10	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$901k	+52%	22k	40.96	View chart
Amazon (AMZN)	0.3	$838k	+26%	3.8k	219.36	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$810k	+88%	31k	25.92	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$805k	-2%	25k	31.95	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$627k	+51%	16k	39.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$622k		3.3k	190.86	View chart
NVIDIA Corporation (NVDA)	0.2	$612k	-7%	4.6k	134.29	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$601k		14k	42.92	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$597k	+55%	6.6k	90.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$568k	+27%	965.00	588.73	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.2	$554k	NEW	21k	26.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$546k	-28%	7.6k	72.13	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$545k		6.0k	90.93	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.2	$530k	+7%	25k	21.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$524k	+5%	4.5k	115.21	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$473k	+20%	5.0k	95.47	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$463k	+3%	3.5k	132.10	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.2	$461k		2.5k	184.51	View chart
Microsoft Corporation (MSFT)	0.2	$449k	+20%	1.1k	421.54	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$449k		4.3k	104.89	View chart
Caterpillar (CAT)	0.2	$447k		1.2k	362.76	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$440k		2.1k	208.85	View chart
McDonald's Corporation (MCD)	0.2	$438k		1.5k	289.85	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$410k		3.8k	106.54	View chart
Procter & Gamble Company (PG)	0.2	$384k	NEW	2.3k	167.64	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$379k		5.0k	75.71	View chart
Exxon Mobil Corporation (XOM)	0.1	$376k		3.5k	107.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$357k	-4%	8.1k	44.04	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$355k		7.2k	49.05	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$340k	-14%	6.5k	52.69	View chart
JPMorgan Chase & Co. (JPM)	0.1	$335k	+29%	1.4k	239.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$320k	+17%	4.0k	80.27	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$319k		6.6k	48.33	View chart
Enterprise Products Partners (EPD)	0.1	$293k	NEW	9.3k	31.36	View chart
Pepsi (PEP)	0.1	$291k	-6%	1.9k	152.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$288k	+36%	4.7k	61.34	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$284k	+9%	3.6k	79.99	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.1	$275k		5.1k	54.22	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$268k		4.7k	56.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$252k	+2%	1.8k	137.57	View chart
Abbvie (ABBV)	0.1	$244k		1.4k	177.70	View chart
W.W. Grainger (GWW)	0.1	$238k		225.00	1055.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$235k		3.4k	70.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$233k	+4%	1.8k	128.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$227k		7.2k	31.44	View chart
Visa Com Cl A (V)	0.1	$215k	NEW	681.00	316.15	View chart
Lennox International (LII)	0.1	$214k		351.00	608.74	View chart
Gevo Com Par (GEVO)	0.0	$23k		11k	2.09	View chart
Xilio Therapeutics (XLO)	0.0	$9.6k		10k	0.95	View chart

Past Filings by Pinnacle Financial Group, LLC / IL

SEC 13F filings are viewable for Pinnacle Financial Group, LLC / IL going back to 2021

Pinnacle Financial Group, LLC / IL 2024 Q4 filed Feb. 18, 2025
Pinnacle Financial Group, LLC / IL 2024 Q3 filed Nov. 12, 2024
Pinnacle Financial Group, LLC / IL 2024 Q2 filed Aug. 8, 2024
Pinnacle Financial Group, LLC / IL 2024 Q1 filed May 15, 2024
Pinnacle Financial Group, LLC / IL 2023 Q3 filed Nov. 13, 2023
Pinnacle Financial Group, LLC / IL 2023 Q2 filed July 18, 2023
Pinnacle Financial Group, LLC / IL 2023 Q1 filed May 11, 2023
Pinnacle Financial Group, LLC / IL 2022 Q4 filed Feb. 9, 2023
Pinnacle Financial Group, LLC / IL 2022 Q3 filed Oct. 27, 2022
Pinnacle Financial Group, LLC / IL 2022 Q2 filed July 19, 2022
Pinnacle Financial Group, LLC / IL 2022 Q1 filed May 12, 2022
Pinnacle Financial Group, LLC / IL 2021 Q4 filed Feb. 11, 2022

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