Pinnacle Financial Group, LLC Incresed Positions in Q4 2024

Pinnacle Financial Group, LLC

  • $251 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.96K
+ 14.38%
$96.64 - $101.23 $769K - $806K
63.3K $6.14M
VO
Vanguard Mid Cap ETF

ETFs
1.95K
+ 16.26%
$261.5 - $284.63 $510K - $555K
13.9K $3.68M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.2K
+ 5.65%
$126.68 - $134.74 $532K - $566K
78.6K $10M
VB
Vanguard Small Cap ETF

ETFs
1.73K
+ 10.11%
$233.76 - $261.58 $404K - $453K
18.8K $4.53M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.5K
+ 1.47%
$33.92 - $36.6 $254K - $274K
519K $17.9M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
7.58K
+ 52.51%
$40.84 - $42.74 $309K - $324K
22K $901K
AMZN
Amazon Com Inc

Consumer Cyclical
799
+ 26.47%
$180.88 - $232.93 $145K - $186K
3.82K $837K
QQQ
Invesco Qqq Trust, Series 1

ETFs
436
+ 32.37%
$481.22 - $538.17 $210K - $235K
1.78K $911K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.35K
+ 55.13%
$90.42 - $94.5 $212K - $222K
6.6K $597K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.42K
+ 51.56%
$39.3 - $41.34 $213K - $224K
15.9K $626K
IVW
Ishares S&P 500 Growth ETF

ETFs
160
+ 0.75%
$94.43 - $105.47 $15.1K - $16.9K
21.4K $2.17M
IVV
Ishares Core S&P 500 ETF

ETFs
209
+ 27.65%
$570.51 - $610.59 $119K - $128K
965 $568K
DFAU
Dimensional ETF Tr

ETFs
1.83K
+ 2.78%
$39.27 - $42.38 $71.7K - $77.4K
67.5K $2.73M
JPM
Jpmorgan Chase & CO

Financial Services
314
+ 29.02%
$205.18 - $250.29 $64.4K - $78.6K
1.4K $334K
VBR
Vanguard Small Cap Value ETF

ETFs
680
+ 3.14%
$197.36 - $217.3 $134K - $148K
22.4K $4.43M
DVY
Ishares Tr

ETFs
2.29K
+ 3.81%
$129.55 - $143.41 $296K - $328K
62.3K $8.18M
JNK
Spdr Bloomberg High Yield Bond

ETFs
856
+ 20.87%
$94.77 - $97.36 $81.1K - $83.3K
4.96K $473K
DGRO
Ishares Core Dividend Growth E

ETFs
1.26K
+ 36.65%
$60.73 - $64.94 $76.3K - $81.6K
4.69K $287K
MSFT
Microsoft Corp

Technology
184
+ 20.91%
$406.35 - $454.46 $74.8K - $83.6K
1.06K $448K
VCIT
Vanguard Intermediate Term Cor

ETFs
604
+ 17.84%
$80.13 - $83.77 $48.4K - $50.6K
3.99K $320K
XLF
Financial Sector Spdr

ETFs
115
+ 1.77%
$44.89 - $51.34 $5.16K - $5.9K
6.6K $318K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
246
+ 5.72%
$113.92 - $127.38 $28K - $31.3K
4.55K $523K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.99K
+ 8.41%
$67.29 - $73.38 $672K - $733K
129K $8.74M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
1.79K
+ 7.64%
$21.01 - $22.0 $37.5K - $39.3K
25.1K $530K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4
+ 0.09%
$100.18 - $109.1 $401 - $436
4.28K $448K
ITOT
Ishares Core S&P Total U.S. St

ETFs
74
+ 4.26%
$124.26 - $134.12 $9.2K - $9.92K
1.81K $232K
LII
Lennox International Inc

Industrials
1
+ 0.29%
$589.36 - $678.43 $589 - $678
351 $213K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17
+ 0.08%
$61.68 - $67.87 $1.05K - $1.15K
22.4K $1.39M
Pimco ETF Tr
14.7K
+ 88.73%
N/A
31.2K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
314
+ 9.69%
$79.93 - $88.06 $25.1K - $27.7K
3.55K $284K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.05%
$90.66 - $99.46 $272 - $298
5.99K $544K
BNDX
Vanguard Total International B

ETFs
21
+ 0.29%
$48.91 - $50.61 $1.03K - $1.06K
7.23K $354K
TIP
Ishares Tr Tips Bd ETF

ETFs
12
+ 0.31%
$106.33 - $110.69 $1.28K - $1.33K
3.85K $409K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
125
+ 3.7%
$131.66 - $144.0 $16.5K - $18K
3.51K $463K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
59
+ 1.27%
$56.61 - $61.63 $3.34K - $3.64K
4.72K $267K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.03%
$189.5 - $206.17 $190 - $206
3.26K $622K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.2%
$288.47 - $316.54 $865 - $950
1.51K $438K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
46
+ 0.75%
$442.29 - $483.08 $20.3K - $22.2K
6.19K $2.81M
ABBV
Abb Vie Inc.

Healthcare
14
+ 1.03%
$164.99 - $203.87 $2.31K - $2.85K
1.37K $243K
XLV
Select Sector Spdr Fund Health

ETFs
39
+ 2.18%
$136.28 - $154.74 $5.31K - $6.03K
1.83K $251K
VTV
Vanguard Value ETF

ETFs
15
+ 0.25%
$168.32 - $181.87 $2.52K - $2.73K
6.1K $1.03M
XOM
Exxon Mobil Corp

Energy
22
+ 0.63%
$105.51 - $125.37 $2.32K - $2.76K
3.5K $376K
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$360.37 - $416.88 $360 - $417
1.23K $446K
VOE
Vanguard Mid Cap Value Index F

ETFs
172
+ 1.02%
$160.89 - $176.18 $27.7K - $30.3K
17K $2.75M
DFAE
Dimensional ETF Tr

ETFs
798
+ 1.24%
$25.36 - $28.15 $20.2K - $22.5K
65K $1.65M
VNQ
Vanguard Specialized Funds Van

ETFs
928
+ 2.62%
$87.85 - $98.6 $81.5K - $91.5K
36.3K $3.24M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
71
+ 0.03%
$75.44 - $80.53 $5.36K - $5.72K
281K $21.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.39K
+ 4.84%
$57.29 - $63.1 $366K - $403K
138K $7.95M
EEM
Ishares Msci Emerging Markets

ETFs
3.33K
+ 2.39%
$41.82 - $47.36 $139K - $158K
143K $5.96M
Activity Summary
Buys All Purchases 56 New Holdings 4 Increased Positions 52 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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