News + Filings Holdings
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Pinnacle Financial Group, LLC / IL
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| DVY | DJ SEL DIV INX | 54,349 | -221 | 6,157,762,000 | -236,760,000 | 3.50 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 9,235 | -2,769 | 533,142,000 | -169,553,000 | 0.30 | |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 15,790 | -269 | 2,814,794,000 | -127,444,000 | 1.60 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 4,502 | -600 | 1,177,183,000 | -99,133,000 | 0.67 | |
Hist
| 06/30/2023 |
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BOEING CO
| BA | Common | 1,302 | -333 | 274,930,000 | -72,393,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 1,021 | -199 | 454,848,000 | -46,839,000 | 0.26 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 5,600 | -240 | 602,635,000 | -41,225,000 | 0.34 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 5,563 | -366 | 404,374,000 | -33,364,000 | 0.23 | |
Hist
| 06/30/2023 |
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SSGA FUNDS MANAGEMENT INC
| XLF | Common | 6,337 | -1,107 | 213,620,000 | -25,705,000 | 0.12 | |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 843 | -89 | 251,674,000 | -9,030,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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CATERPILLAR INC
| CAT | Common | 1,514 | -152 | 372,520,000 | -8,727,000 | 0.21 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 5,272 | -235 | 214,465,000 | -8,018,000 | 0.12 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 37,599 | -241 | 3,141,732,000 | -461,000 | 1.78 | |
Hist
| 06/30/2023 |
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ABBOTT LABORATORIES
| ABT | Common | 1,991 | -32 | 217,059,000 | 12,210,000 | 0.12 | |
Hist
| 06/30/2023 |
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STRYKER CORP
| SYK | Common | 925 | -17 | 282,208,000 | 13,295,000 | 0.16 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 1,882 | -1 | 273,738,000 | 28,328,000 | 0.16 | |
Hist
| 06/30/2023 |
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Vanguard Mid-Cap Value ETF
| VOE | common | 15,476 | -31 | 2,141,582,000 | 62,559,000 | 1.22 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 2,880 | -83 | 375,372,000 | 69,375,000 | 0.21 | |
Hist
| 06/30/2023 |
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Navvis & Company, LLC
| VV | ETF | 12,787 | -260 | 2,592,180,000 | 154,870,000 | 1.47 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 11,453 | -886 | 2,221,609,000 | 186,923,000 | 1.26 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 17,588 | -142 | 7,796,301,000 | 537,725,000 | 4.43 | |
Hist
| 06/30/2023 |
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