PR

Pinkerton Retirement Specialists, LLC

13F
Pinkerton Retirement Specialists, LLC
Last update 2025-05-02 102 Stocks (27 new)
Value $770.00 Mil Turnover 37 %
Countries:
Top Holdings: SPY(16.11%)DIA(14.03%)IVW(13.68%)GLD(4.66%)SCHX(4.47%)
Summary Stock Picks Current Portfolio
Pinkerton Retirement Specialis... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
221,909
124,133.6
+124.46%
16.110
+8.93%
0.020
+4.93%
+2.54%
612,819.6
 
DIA 		SPDR Dow Jones Industrial Average ETF
257,426
108,088.0
+199.51%
14.030
+9.35%
0.280
+0.90%
+1.18%
38,851.0
 
IVW 		iShares S&P 500 Growth ETF
1,135,349
105,394.5
+192.50%
13.680
+9.00%
0.210
+9.82%
+4.08%
57,553.5
 
GLD 		SPDR Gold Shares ETF
124,515
35,877.8
+100.61%
4.660
+2.34%
0.040
+13.77%
+26.04%
99,001.0
 
SCHX 		Schwab U.S. Large-Cap ETF
1,559,253
34,428.3
-9.57%
4.470
-0.55%
0.070
+5.22%
+2.67%
54,619.3
 
BIV 		Vanguard Intermediate-Term Bond ETF
380,628
29,144.7
+6.59%
3.780
+0.23%
0.130
+0.53%
+2.95%
23,022.0
 
SCHF 		Schwab International Equity ETF
1,277,623
25,271.4
+2.11%
3.280
+0.07%
0.060
+8.27%
+18.16%
48,179.4
 
IEF 		iShares 7-10 Year Treasury Bond ETF
165,901
15,822.0
New Holding
2.050
+2.05%
0.050
-0.09%
+2.76%
34,497.4
 
XLE 		The Energy Select Sector SPDR Fund
126,400
11,812.1
New Holding
1.530
+1.53%
0.040
-2.21%
-1.87%
26,847.5
 
SCHD 		Schwab US Dividend Equity ETF
339,972
9,505.6
-16.62%
1.230
-0.27%
0.010
-4.60%
-1.98%
69,049.1
 

Pinkerton Retirement Specialists, LLC's Historical Top Holdings Breakdowns

Pinkerton Retirement Specialists, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DIA 		SPDR Dow Jones Industrial Average ETF2025-03-31Add
+9.35%
●
408.78 ($432.49) 448.82
$428.38
-0.95%
Add 199.51%
257,426
171,476
IVW 		iShares S&P 500 Growth ETF2025-03-31Add
+9.00%
●
92.45 ($100.81) 106.69
$105.55
4.70%
Add 192.5%
1,135,349
747,194
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+8.93%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Add 124.46%
221,909
123,047
IVE 		iShares S&P 500 Value ETF2025-03-31Sold Out
-5.16%
●
185.78 ($193.5) 198.58
$191.34
-1.12%
Sold Out
0
-186,462
IYR 		iShares U.S. Real Estate ETF2025-03-31Sold Out
-5.00%
●
89.49 ($95.12) 98.98
$94.96
-0.17%
Sold Out
0
-370,278
GLD 		SPDR Gold Shares ETF2025-03-31Add
+2.34%
●
243.19 ($264.45) 288.14
$305.18
15.40%
Add 100.61%
124,515
62,448
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31New Buy
+2.05%
●
91.17 ($93.56) 95.39
$93.51
-0.05%
New holding
165,901
165,901
SSO 		ProShares Ultra S&P500 2x Shares2025-03-31Sold Out
-1.91%
●
80.57 ($92.26) 100.21
$91.90
-0.39%
Sold Out
0
-142,358
IYZ 		iShares U.S. Telecommunications ETF2025-03-31Sold Out
-1.71%
●
26.51 ($27.61) 28.57
$28.72
4.02%
Sold Out
0
-440,603
IYC 		iShares U.S. Consumer Discretionary ETF2025-03-31Sold Out
-1.68%
●
85.71 ($95.42) 101.2
$97.02
1.68%
Sold Out
0
-120,291

Pinkerton Retirement Specialists, LLC Total Holding History ($B)

To

Pinkerton Retirement Specialists, LLC's Asset Allocation

To

Pinkerton Retirement Specialists, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Pinkerton Retirement Specialists, LLC's Hypothetical Growth since 2025-03-31

Pinkerton Retirement Specialists, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Pinkerton Retirement Specialists, LLC's Holdings Heat Map

Size field:

Pinkerton Retirement Specialists, LLC's Holdings Bubble Chart

Pinkerton Retirement Specialists, LLC News

  • 1

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