The Analysis of Pinnacle Financial Group, LLC / IL's Holdings
Currently, Pinnacle Financial Group, LLC / IL holds 108 types of securities in its portfolio with a total value $330.7M. In the most recent quarter, they have increased their positions in VSDB (+24.6K shares, valued at $1.9M), PTRB (+35.0K shares, valued at $1.5M), TOTL (+30.9K shares, valued at $1.3M); decreased their positions in DFIC (-43.1K shares, valued at $1.4M), DFEM (-17.3K shares, valued at $554.1K), DTD (-5.6K shares, valued at $466.5K); initiated new positions in OSBC (+36.4K shares, valued at $629.4K), AVUS (+5.4K shares, valued at $588.2K), VOO (+900 shares, valued at $536.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PRF INVESCO EXCHANGE TRADED FD T688.3K shares0.78%2025-09-302025-11-12
DFIC DIMENSIONAL ETF TRUST861.4K shares-4.77%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST684.4K shares-2.46%2025-09-302025-11-12 DTD WISDOMTREE TR261.3K shares-2.08%2025-09-302025-11-12 DFAC DIMENSIONAL ETF TRUST536.1K shares3.11%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS151.6K shares4.12%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS85.3K shares1.79%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F152.1K shares4.92%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR14.4K shares-2.48%2025-09-302025-11-12 DVY ISHARES TR63.6K shares-0.98%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST113.4K shares2.54%2025-09-302025-11-12 EEM ISHARES TR135.8K shares0.24%2025-09-302025-11-12 AGG ISHARES TR70.0K shares4.05%2025-09-302025-11-12 VBR VANGUARD INDEX FDS31.7K shares7.56%2025-09-302025-11-12 DFAR DIMENSIONAL ETF TRUST255.7K shares5.25%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS27.8K shares-0.66%2025-09-302025-11-12 VB VANGUARD INDEX FDS21.5K shares0.55%2025-09-302025-11-12 GLD SPDR GOLD TR15.1K shares0.65%2025-09-302025-11-12 VO VANGUARD INDEX FDS17.3K shares6.72%2025-09-302025-11-12 MCD MCDONALDS CORP14.6K shares0.13%2025-09-302025-11-12 VTI VANGUARD INDEX FDS13.4K shares0.26%2025-09-302025-11-12 VOE VANGUARD INDEX FDS22.7K shares11.42%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST106.6K shares2.82%2025-09-302025-11-12 BSCR INVESCO EXCH TRD SLF IDX FD185.9K shares3.44%2025-09-302025-11-12 PTRB PGIM ETF TR85.3K shares69.48%2025-09-302025-11-12 PYLD PIMCO ETF TR131.2K shares44.23%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS33.9K shares0.22%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL6.1K shares-0.52%2025-09-302025-11-12 TOTL SSGA ACTIVE ETF TR74.0K shares71.67%2025-09-302025-11-12 BOND PIMCO ETF TR32.1K shares70.00%2025-09-302025-11-12 VV VANGUARD INDEX FDS9.2K shares-8.19%2025-09-302025-11-12 AAPL APPLE INC10.2K shares1.18%2025-09-302025-11-12 IVW ISHARES TR20.2K shares0.00%2025-09-302025-11-12 ILCG ISHARES TR22.8K shares0.01%2025-09-302025-11-12 DFAU DIMENSIONAL ETF TRUST51.6K shares0.23%2025-09-302025-11-12 VSDB VANGUARD MALVERN FDS30.8K shares397.72%2025-09-302025-11-12 DFAE DIMENSIONAL ETF TRUST73.4K shares0.36%2025-09-302025-11-12 BSCQ INVESCO EXCH TRD SLF IDX FD113.7K shares-5.01%2025-09-302025-11-12 INCM FRANKLIN TEMPLETON ETF TR69.6K shares13.85%2025-09-302025-11-12 VBK VANGUARD INDEX FDS5.6K shares9.76%2025-09-302025-11-12 VHT VANGUARD WORLD FD6.4K shares99.47%2025-09-302025-11-12 IJH ISHARES TR22.0K shares-0.65%2025-09-302025-11-12 VTV VANGUARD INDEX FDS7.4K shares10.68%2025-09-302025-11-12 VXUS VANGUARD STAR FDS16.3K shares0.00%2025-09-302025-11-12 NVDA NVIDIA CORPORATION6.0K shares4.56%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.6K shares-13.74%2025-09-302025-11-12 JNK SPDR SERIES TRUST9.8K shares1.39%2025-09-302025-11-12 AMZN AMAZON COM INC4.2K shares1.54%2025-09-302025-11-12 MSFT MICROSOFT CORP1.6K shares-1.50%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS10.9K shares0.92%2025-09-302025-11-12 CAT CATERPILLAR INC1.5K shares0.21%2025-09-302025-11-12 IVE ISHARES TR3.3K shares0.00%2025-09-302025-11-12 AGGY WISDOMTREE TR14.4K shares3.05%2025-09-302025-11-12 OSBC OLD SECOND BANCORP INC ILL36.4K sharesnew addition2025-09-302025-11-12 AVUS AMERICAN CENTY ETF TR5.4K sharesnew addition2025-09-302025-11-12 IJK ISHARES TR6.0K shares0.03%2025-09-302025-11-12 BSCS INVESCO EXCH TRD SLF IDX FD27.6K shares14.48%2025-09-302025-11-12 DGRO ISHARES TR8.2K shares24.15%2025-09-302025-11-12 IJR ISHARES TR4.7K shares1.14%2025-09-302025-11-12 VOO VANGUARD INDEX FDS900 sharesnew addition2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS6.2K shares49.45%2025-09-302025-11-12 ESGV VANGUARD WORLD FD4.3K shares0.07%2025-09-302025-11-12 VOOV VANGUARD ADMIRAL FDS INC2.5K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP4.4K shares14.25%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.5K shares0.61%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F8.6K shares6.40%2025-09-302025-11-12 IVV ISHARES TR675 shares-1.32%2025-09-302025-11-12 VDC VANGUARD WORLD FD2.1K shares0.39%2025-09-302025-11-12 FLCB FRANKLIN TEMPLETON ETF TR20.3K shares19.08%2025-09-302025-11-12 VTC VANGUARD SCOTTSDALE FDS5.5K shares0.00%2025-09-302025-11-12 FPEI FIRST TR EXCH TRADED FD III22.4K shares61.09%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2025-09-302025-11-12 VIGI VANGUARD WHITEHALL FDS4.5K shares18.61%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC2.2K shares0.37%2025-09-302025-11-12 DWM WISDOMTREE TR6.0K shares0.05%2025-09-302025-11-12 BSCT INVESCO EXCH TRD SLF IDX FD20.7K shares23.40%2025-09-302025-11-12 ALL ALLSTATE CORP1.8K shares0.56%2025-09-302025-11-12 TIP ISHARES TR3.4K shares-7.28%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR7.1K shares9.57%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.3K shares-6.43%2025-09-302025-11-12 ABBV ABBVIE INC1.5K shares2.59%2025-09-302025-11-12 BINC BLACKROCK ETF TRUST II5.9K shares34.80%2025-09-302025-11-12 TSLA TESLA INC701 shares1.89%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L9.8K shares1.71%2025-09-302025-11-12 VSGX VANGUARD WORLD FD4.4K shares0.05%2025-09-302025-11-12 BA BOEING CO1.4K shares2.40%2025-09-302025-11-12 DFNM DIMENSIONAL ETF TRUST6.2K sharesnew addition2025-09-302025-11-12 IEFA ISHARES TR3.4K shares0.00%2025-09-302025-11-12 VUG VANGUARD INDEX FDS581 shares-0.34%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR1.9K shares1.57%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP812 shares0.25%2025-09-302025-11-12 IJS ISHARES TR2.4K shares-7.70%2025-09-302025-11-12 VPLS VANGUARD MALVERN FDS3.4K shares0.00%2025-09-302025-11-12 EDIV SPDR INDEX SHS FDS6.7K sharesnew addition2025-09-302025-11-12 ITOT ISHARES TR1.8K shares0.11%2025-09-302025-11-12 CVX CHEVRON CORP NEW1.6K shares1.93%2025-09-302025-11-12 META META PLATFORMS INC328 shares-4.93%2025-09-302025-11-12 ABT ABBOTT LABS1.7K shares-0.51%2025-09-302025-11-12 GOOGL ALPHABET INC949 sharesnew addition2025-09-302025-11-12 MS MORGAN STANLEY1.4K sharesnew addition2025-09-302025-11-12 AXP AMERICAN EXPRESS CO674 shares1.97%2025-09-302025-11-12 V VISA INC647 shares-8.23%2025-09-302025-11-12 NFRA FLEXSHARES TR3.5K shares-13.84%2025-09-302025-11-12 DES WISDOMTREE TR6.4K sharesnew addition2025-09-302025-11-12 GWW GRAINGER W W INC227 shares-0.44%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2025-09-302025-11-12 PEP PEPSICO INC1.5K sharesnew addition2025-09-302025-11-12 XLO XILIO THERAPEUTICS INC10.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available