Pinnacle Financial Group, LLC Sells in Q3 2025

Pinnacle Financial Group, LLC

  • $319 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.99K
- 5.01%
$19.49 - $19.61 $117K - $118K
114K $2.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-258
- 13.74%
$546.99 - $602.2 $141K - $155K
1.62K $972K
PG
Procter & Gamble CO

Consumer Defensive
-156
- 6.43%
$150.47 - $161.22 $23.5K - $25.2K
2.27K $348K
VIG
Vanguard Dividend Appreciation

ETFs
-185
- 0.66%
N/A
27.8K $5.06M
NFRA
Flexshares Stoxx Global Broad

ETFs
-560
- 13.84%
$60.61 - $63.45 $33.9K - $35.5K
3.49K $219K
V
Visa Inc.

Financial Services
-58
- 8.23%
$332.09 - $358.86 $19.3K - $20.8K
647 $220K
VV
Vanguard Large Cap ETF

ETFs
-821
- 8.19%
$285.05 - $309.14 $234K - $254K
9.2K $2.83M
TIP
Ishares Tr Tips Bd ETF

ETFs
-270
- 7.28%
$109.11 - $111.88 $29.5K - $30.2K
3.44K $382K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.44%
$932.44 - $1059.49 $932 - $1.06K
227 $216K
META
Meta Platforms, Inc.

Communication Services
-17
- 4.93%
$695.21 - $791.73 $11.8K - $13.5K
328 $240K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-201
- 7.7%
$98.99 - $112.2 $19.9K - $22.6K
2.41K $266K
MSFT
Microsoft Corp

Technology
-24
- 1.5%
$491.09 - $535.64 $11.8K - $12.9K
1.57K $813K
VUG
Vanguard Growth ETF

ETFs
-2
- 0.34%
$433.97 - $484.08 $868 - $968
581 $278K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 1.32%
$620.67 - $670.08 $5.59K - $6.03K
675 $451K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-143
- 0.65%
$62.09 - $66.51 $8.88K - $9.51K
22K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32
- 0.52%
$459.11 - $506.91 $14.7K - $16.2K
6.11K $3.07M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-43.1K
- 4.77%
$30.76 - $33.01 $1.33M - $1.42M
861K $28.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-367
- 2.48%
$617.65 - $666.84 $227K - $245K
14.4K $9.62M
DVY
Ishares Tr

ETFs
-631
- 0.98%
$133.88 - $142.57 $84.5K - $90K
63.6K $9.04M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-5.55K
- 2.08%
$79.83 - $84.0 $443K - $466K
261K $21.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-17.3K
- 2.46%
$29.55 - $32.52 $511K - $562K
684K $21.9M
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
Track This Portfolio

Track Pinnacle Financial Group, LLC Portfolio

Follow Pinnacle Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Financial Group, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email