PF
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Pinnacle Financial Group, LLC / IL13F | |
| Pinnacle Financial Group, LLC / IL | |
| Last update 2025-05-15 | 95 Stocks (15 new) |
| Value $275.00 Mil | Turnover 8 % |
Pinnacle Financial Group, LLC ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRF | Invesco RAFI US 1000 ETF | 692,899 | 28,000.0 | -1.42% | 10.170 | -0.16% | 0.370 | +15.90% | +6.80% | 7,860.2 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 929,304 | 25,806.8 | +7.85% | 9.380 | +0.68% | 0.310 | +13.67% | +22.35% | 9,721.8 | ||
DTD | WisdomTree U.S. Total Dividend Fund | 269,593 | 20,745.2 | -3.97% | 7.540 | -0.33% | 1.520 | +13.89% | +7.27% | 1,393.5 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 712,538 | 18,853.8 | +4.56% | 6.850 | +0.30% | 0.390 | +20.01% | +17.53% | 5,776.4 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 515,221 | 16,997.2 | -0.66% | 6.180 | -0.05% | 0.050 | +21.24% | +6.04% | 35,531.1 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 82,807 | 10,678.8 | +5.35% | 3.880 | +0.20% | 0.020 | +14.16% | +6.90% | 58,872.9 | ||
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 140,928 | 10,385.0 | +9.50% | 3.770 | +0.33% | 0.120 | +12.30% | +21.34% | 10,470.1 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 144,358 | 8,756.7 | +4.28% | 3.180 | +0.13% | 0.020 | +14.20% | +18.90% | 44,411.9 | ||
DVY | iShares Select Dividend ETF | 64,340 | 8,640.2 | +3.28% | 3.140 | +0.10% | 0.040 | +10.83% | +5.16% | 19,906.6 | ||
SPY | SPDR S&P 500 ETF Trust | 14,849 | 8,307.3 | -8.94% | 3.020 | -0.33% | 0.000 | +22.72% | +7.92% | 648,753.6 |
Pinnacle Financial Group, LLC / IL's Historical Top Holdings Breakdowns
Pinnacle Financial Group, LLC / IL's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +1.15% | 19.43 ($19.52) 19.62 | $19.62 | 0.51% | New holding | 162,021 | 162,021 | |
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.84% | 19.42 ($19.48) 19.54 | $19.50 | 0.10% | New holding | 118,884 | 118,884 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.68% | 25.54 ($27.31) 28.8 | $31.09 | 13.84% | Add 7.85% | 929,304 | 67,659 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.44% | 25.77 ($26.17) 26.48 | $26.40 | 0.88% | Add 148.94% | 77,740 | 46,511 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | Add Add | +0.40% | 89.27 ($91.32) 92.9 | $91.44 | 0.13% | Add 181.36% | 18,581 | 11,977 | |
TOTL |
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
| 2025-03-31 | Add Add | +0.39% | 38.99 ($39.77) 40.37 | $39.82 | 0.13% | Add 166.7% | 42,451 | 26,534 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.33% | 551.42 ($587.78) 612.93 | $628.77 | 6.97% | Reduce -8.94% | 14,849 | -1,458 | |
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 2025-03-31 | Add Add | +0.33% | 67.08 ($71.8) 76.14 | $80.61 | 12.26% | Add 9.5% | 140,928 | 12,232 | |
DTD | WisdomTree U.S. Total Dividend Fund | 2025-03-31 | Reduce Reduce | -0.33% | 74.87 ($77.65) 79.99 | $80.55 | 3.73% | Reduce -3.97% | 269,593 | -11,154 | |
BOTZ | GLOBAL X FDS | 2025-03-31 | Sold Out Sold Out | -0.32% | 28.46 ($32.28) 34.53 | $33.01 | 2.26% | Sold Out | 0 | -25,189 |
Pinnacle Financial Group, LLC / IL Total Holding History ($B)
Pinnacle Financial Group, LLC / IL's Asset Allocation
Pinnacle Financial Group, LLC / IL Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Pinnacle Financial Group, LLC / IL's Hypothetical Growth since 2025-03-31
Pinnacle Financial Group, LLC / IL's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pinnacle Financial Group, LLC / IL's Holdings Heat Map
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Pinnacle Financial Group, LLC / IL's Holdings Bubble Chart
Pinnacle Financial Group, LLC / IL News
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