Pinkerton Retirement Specialists, LLC Incresed Positions in Q3 2025

Pinkerton Retirement Specialists, LLC

  • $923 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
10.1K
+ 7.47%
$300.96 - $355.47 $3.03M - $3.58M
145K $51.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
231K
+ 19.14%
$24.46 - $26.5 $5.66M - $6.13M
1.44M $38M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
272K
+ 720.53%
$23.82 - $25.84 $6.48M - $7.03M
310K $7.97M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
73.6K
+ 17.39%
$76.16 - $78.59 $5.6M - $5.78M
497K $38.8M
SSO
Proshares Ultra S&P 500

ETFs
6.18K
+ 2.04%
$97.48 - $112.71 $603K - $697K
310K $34.7M
IYW
Ishares Dj Us Tech ETF

ETFs
1.99K
+ 1.01%
$171.38 - $197.01 $342K - $393K
200K $39.2M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
45.2K
+ 3.92%
$29.27 - $32.3 $1.32M - $1.46M
1.2M $38.7M
IYF
Ishares Tr

ETFs
16.5K
+ 5.85%
$119.89 - $127.16 $1.98M - $2.1M
300K $37.9M
NVDA
Nvidia Corp

Technology
18K
+ 512.06%
$153.3 - $186.58 $2.76M - $3.36M
21.5K $4.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.9K
+ 2.55%
$21.69 - $23.34 $714K - $768K
1.33M $30.9M
XLE
Energy Sector Spdr

ETFs
14.6K
+ 8.47%
$84.25 - $91.99 $1.23M - $1.34M
187K $16.7M
BA
Boeing CO

Industrials
8.8K
+ 199.93%
$209.79 - $237.38 $1.85M - $2.09M
13.2K $2.85M
ABBV
Abb Vie Inc.

Healthcare
2.05K
+ 7.5%
$184.85 - $231.54 $379K - $475K
29.4K $6.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
34.8K
+ 28.83%
$30.13 - $33.37 $1.05M - $1.16M
156K $5.2M
QCOM
Qualcomm Inc

Technology
7.45K
+ 17.42%
$145.84 - $173.55 $1.09M - $1.29M
50.2K $8.35M
TPR
Tapestry, Inc.

Consumer Cyclical
7.77K
+ 31.66%
$86.48 - $116.14 $672K - $902K
32.3K $3.66M
GOOG
Alphabet Inc.

Communication Services
2.31K
+ 17.19%
$175.16 - $255.24 $405K - $590K
15.7K $3.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
18K
+ 12.53%
$72.57 - $74.72 $1.31M - $1.35M
162K $12M
RTX
Raytheon Technologies Corp

Industrials
273
+ 0.42%
$144.19 - $167.33 $39.4K - $45.7K
65.7K $11M
IQV
Iqvia Holdings Inc.

Healthcare
4.66K
+ 27.76%
$157.68 - $200.82 $735K - $936K
21.4K $4.07M
OMC
Omnicom Group Inc.

Communication Services
9.29K
+ 16.52%
$70.41 - $81.53 $654K - $757K
65.5K $5.34M
PSX
Phillips 66

Energy
3.4K
+ 8.5%
$118.37 - $139.46 $402K - $474K
43.4K $5.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.1K
+ 33.04%
$40.94 - $42.85 $989K - $1.03M
97.2K $4.1M
GPC
Genuine Parts CO

Consumer Cyclical
3.02K
+ 8.11%
$122.23 - $142.77 $369K - $431K
40.3K $5.58M
MSFT
Microsoft Corp

Technology
1.15K
+ 5.51%
$491.09 - $535.64 $562K - $613K
21.9K $11.4M
EIX
Edison International

Utilities
12.6K
+ 15.84%
$50.42 - $56.35 $635K - $710K
92.1K $5.09M
MRK
Merck & Co., Inc.

Healthcare
8.64K
+ 16.61%
$77.6 - $87.37 $670K - $755K
60.6K $5.09M
DLTR
Dollar Tree, Inc.

Consumer Defensive
10.7K
+ 119.35%
$94.03 - $117.16 $1M - $1.25M
19.6K $1.85M
GD
General Dynamics Corp

Industrials
1.39K
+ 16.32%
$293.92 - $341.0 $408K - $474K
9.9K $3.38M
COP
Conocophillips

Energy
6.51K
+ 14.08%
$91.0 - $98.99 $592K - $644K
52.7K $4.99M
AZN
Astrazeneca PLC

Healthcare
4.96K
+ 7.53%
$68.72 - $82.11 $341K - $407K
70.8K $5.43M
ELV
Elevance Health, Inc.

Healthcare
4.01K
+ 53.84%
$274.66 - $395.76 $1.1M - $1.59M
11.4K $3.7M
CVX
Chevron Corp

Energy
2.54K
+ 7.92%
$145.57 - $161.83 $370K - $411K
34.6K $5.38M
JPM
Jpmorgan Chase & CO

Financial Services
513
+ 2.36%
$282.78 - $316.06 $145K - $162K
22.2K $7.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
998
+ 10.25%
$459.11 - $506.91 $458K - $506K
10.7K $5.4M
MCD
Mcdonalds Corp

Consumer Cyclical
1.51K
+ 9.69%
$291.67 - $316.99 $441K - $479K
17.1K $5.2M
XOM
Exxon Mobil Corp

Energy
3.5K
+ 7.63%
$105.83 - $117.22 $371K - $411K
49.4K $5.57M
ADI
Analog Devices Inc

Technology
2.1K
+ 15.11%
$220.68 - $255.63 $463K - $537K
16K $3.93M
GE
General Electric CO

Industrials
306
+ 2.71%
$244.75 - $305.63 $74.9K - $93.5K
11.6K $3.49M
AMGN
Amgen Inc

Healthcare
1.85K
+ 11.47%
$271.18 - $309.22 $502K - $572K
18K $5.07M
WMT
Walmart Inc.

Consumer Defensive
2.48K
+ 4.2%
$94.4 - $104.27 $234K - $259K
61.6K $6.35M
MET
Metlife Inc

Financial Services
5.45K
+ 8.88%
$73.82 - $82.37 $402K - $449K
66.8K $5.5M
VEEV
Veeva Systems Inc

Healthcare
1.45K
+ 11.79%
$269.2 - $297.91 $391K - $433K
13.8K $4.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.45K
+ 12.78%
$211.65 - $238.24 $517K - $582K
21.6K $4.74M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.61K
+ 9.49%
$52.39 - $53.11 $503K - $510K
111K $5.88M
SCHO
Schwab Short Term Us Treasury

ETFs
21K
+ 22.53%
$24.23 - $24.42 $508K - $512K
114K $2.78M
WDAY
Workday, Inc.

Technology
2.01K
+ 21.6%
$213.69 - $247.69 $429K - $498K
11.3K $2.72M
UPS
United Parcel Service Inc

Industrials
14K
+ 34.55%
$82.58 - $105.54 $1.15M - $1.47M
54.3K $4.54M
TXN
Texas Instruments Inc

Technology
2.16K
+ 8.68%
N/A
27K $5.26M
Activity Summary
Buys All Purchases 96 New Holdings 25 Increased Positions 71 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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