$123 Million is the total value of Pinnacle Financial Group, LLC / IL's 66 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,421 | -100.0% | -0.17% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -742 | -100.0% | -0.19% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -4,749 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 18.3% |
| WISDOMTREE TR | 8 | Q3 2023 | 13.9% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.3% |
| ISHARES TR | 8 | Q3 2023 | 5.2% |
| VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 4.3% |
| ISHARES TR | 8 | Q3 2023 | 4.2% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 3.6% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 3.2% |
| VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 2.8% |
View Pinnacle Financial Group, LLC / IL's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View Pinnacle Financial Group, LLC / IL's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.