Pinnacle Financial Group, LLC Incresed Positions in Q3 2025

Pinnacle Financial Group, LLC

  • $319 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.32K
+ 0.78%
$42.04 - $45.23 $223K - $240K
688K $31.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.1K
+ 3.11%
$36.04 - $38.78 $582K - $626K
536K $20.7M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
35K
+ 69.48%
$41.18 - $42.48 $1.44M - $1.48M
85.3K $3.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
30.9K
+ 71.67%
$39.58 - $40.74 $1.22M - $1.26M
74K $3M
BOND
Pimco Active Bond Exchange Tra

ETFs
13.2K
+ 70.0%
$90.83 - $93.81 $1.2M - $1.24M
32.1K $3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6K
+ 4.12%
$79.76 - $85.78 $478K - $515K
152K $12.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.13K
+ 4.92%
$66.38 - $71.68 $473K - $511K
152K $10.9M
VBR
Vanguard Small Cap Value ETF

ETFs
2.23K
+ 7.56%
$195.41 - $212.37 $436K - $474K
31.7K $6.62M
VHT
Vanguard Health Care ETF

ETFs
3.17K
+ 99.47%
$239.12 - $259.95 $757K - $823K
6.35K $1.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.5K
+ 1.79%
$132.9 - $142.03 $199K - $213K
85.3K $12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.81K
+ 2.54%
$63.41 - $69.69 $178K - $196K
113K $7.76M
EEM
Ishares Msci Emerging Markets

ETFs
324
+ 0.24%
$48.07 - $53.4 $15.6K - $17.3K
136K $7.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.32K
+ 11.42%
$164.63 - $174.58 $382K - $406K
22.7K $3.96M
VO
Vanguard Mid Cap ETF

ETFs
1.09K
+ 6.72%
$279.83 - $293.74 $305K - $320K
17.3K $5.09M
AAPL
Apple Inc.

Technology
119
+ 1.18%
$202.38 - $256.87 $24.1K - $30.6K
10.2K $2.6M
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.8K
+ 5.25%
$22.9 - $24.1 $292K - $308K
256K $6.1M
VB
Vanguard Small Cap ETF

ETFs
118
+ 0.55%
$237.58 - $259.17 $28K - $30.6K
21.5K $5.46M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.73K
+ 4.05%
$97.75 - $100.75 $266K - $275K
70K $7.02M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 0.26%
$303.93 - $329.86 $10.6K - $11.5K
13.4K $4.41M
DFAI
Dimensional ETF Tr

ETFs
2.93K
+ 2.82%
$34.05 - $36.55 $99.8K - $107K
107K $3.88M
VBK
Vanguard Small Cap Growth ETF

ETFs
496
+ 9.76%
$276.51 - $305.12 $137K - $151K
5.58K $1.66M
NVDA
Nvidia Corp

Technology
263
+ 4.56%
$153.3 - $186.58 $40.3K - $49.1K
6.03K $1.12M
VTV
Vanguard Value ETF

ETFs
714
+ 10.68%
$175.51 - $186.57 $125K - $133K
7.4K $1.38M
DFAE
Dimensional ETF Tr

ETFs
265
+ 0.36%
$28.84 - $31.84 $7.64K - $8.44K
73.4K $2.32M
DFAU
Dimensional ETF Tr

ETFs
121
+ 0.23%
$42.42 - $45.96 $5.13K - $5.56K
51.6K $2.36M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.06K
+ 49.45%
$81.75 - $84.54 $168K - $174K
6.21K $522K
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.13%
$291.67 - $316.99 $5.54K - $6.02K
14.6K $4.45M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.49K
+ 61.09%
$18.93 - $19.47 $161K - $165K
22.4K $432K
DGRO
Ishares Core Dividend Growth E

ETFs
1.6K
+ 24.15%
$64.12 - $68.08 $103K - $109K
8.25K $561K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.18K
+ 3.44%
$19.61 - $19.79 $121K - $122K
186K $3.66M
CAT
Caterpillar Inc

Industrials
3
+ 0.21%
$390.92 - $477.15 $1.17K - $1.43K
1.45K $693K
PLTR
Palantir Technologies Inc.

Technology
8
+ 0.37%
$130.68 - $186.97 $1.05K - $1.5K
2.2K $400K
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 1.89%
$293.94 - $444.72 $3.82K - $5.78K
701 $311K
VNQ
Vanguard Specialized Funds Van

ETFs
76
+ 0.22%
$88.47 - $93.24 $6.72K - $7.09K
33.9K $3.1M
XOM
Exxon Mobil Corp

Energy
544
+ 14.25%
$105.83 - $117.22 $57.6K - $63.8K
4.36K $491K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.92K
+ 23.4%
$18.61 - $18.94 $73K - $74.3K
20.7K $388K
ABBV
Abb Vie Inc.

Healthcare
37
+ 2.59%
$184.85 - $231.54 $6.84K - $8.57K
1.46K $338K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.49K
+ 14.48%
$20.41 - $20.67 $71.2K - $72.1K
27.6K $567K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
3.25K
+ 19.08%
$21.2 - $21.84 $68.8K - $70.9K
20.3K $439K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
517
+ 6.4%
$49.43 - $54.52 $25.6K - $28.2K
8.59K $465K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
710
+ 18.61%
$86.07 - $90.74 $61.1K - $64.4K
4.53K $405K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
53
+ 1.14%
$108.46 - $120.63 $5.75K - $6.39K
4.68K $556K
XLF
Financial Sector Spdr

ETFs
617
+ 9.57%
$51.37 - $54.25 $31.7K - $33.5K
7.06K $380K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.61%
$282.78 - $316.06 $2.55K - $2.84K
1.48K $467K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.07%
$109.47 - $119.06 $328 - $357
4.29K $507K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.03%
$91.28 - $97.59 $183 - $195
6K $575K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
428
+ 3.05%
$43.1 - $44.6 $18.4K - $19.1K
14.4K $639K
ALL
Allstate Corp

Financial Services
10
+ 0.56%
$192.0 - $214.65 $1.92K - $2.15K
1.81K $388K
CVX
Chevron Corp

Energy
31
+ 1.93%
$145.57 - $161.83 $4.51K - $5.02K
1.64K $254K
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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