$116 Million is the total value of Pinnacle Financial Group, LLC / IL's 58 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -3,870 | -100.0% | -0.17% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -4,098 | -100.0% | -0.17% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -4,195 | -100.0% | -0.18% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -5,577 | -100.0% | -0.18% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -1,947 | -100.0% | -0.18% | – |
| BA | Exit | BOEING CO | $0 | – | -1,635 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 18.3% |
| WISDOMTREE TR | 11 | Q2 2024 | 13.9% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 7.2% |
| ISHARES TR | 11 | Q2 2024 | 5.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 7.3% |
| VANGUARD WHITEHALL FDS | 11 | Q2 2024 | 4.3% |
| ISHARES TR | 11 | Q2 2024 | 4.2% |
| VANGUARD INTL EQUITY INDEX F | 11 | Q2 2024 | 3.6% |
| VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 3.2% |
| VANGUARD WHITEHALL FDS | 11 | Q2 2024 | 3.2% |
View Pinnacle Financial Group, LLC / IL's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-15 |
| 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 |
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.