PINKERTON WEALTH, LLC Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$770K

Holdings

102

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (102 positions)

StockValue
DONSPDR DOW JONES INDL AVERAGE
$108.1M
IVWISHARES TR
$105.4M
GQ9SPDR GOLD TR
$35.9M
SCHXSCHWAB STRATEGIC TR
$34.4M
BIVVANGUARD BD INDEX FDS
$29.1M
SCHFSCHWAB STRATEGIC TR
$25.3M
IEFISHARES TR
$15.8M
XLESELECT SECTOR SPDR TR
$11.8M
SCHDSCHWAB STRATEGIC TR
$9.5M
SCHBSCHWAB STRATEGIC TR
$9.5M
RTXRTX CORPORATION
$8.8M
SPMDSPDR SER TR
$8.0M
MSFTMICROSOFT CORP
$7.8M
AAPLAPPLE INC
$7.1M
BNDVANGUARD BD INDEX FDS
$6.8M
QCOMQUALCOMM INC
$6.1M
MMM3M CO
$5.8M
IPINTERNATIONAL PAPER CO
$5.7M
ABBVABBVIE INC
$5.5M
JPMJPMORGAN CHASE & CO.
$5.4M
WMTWALMART INC
$5.3M
XOMEXXON MOBIL CORP
$5.3M
WMWASTE MGMT INC DEL
$5.2M
TRVCCITIGROUP INC
$5.1M
CVXCHEVRON CORP NEW
$5.0M
ADPAUTOMATIC DATA PROCESSING IN
$5.0M
ABTABBOTT LABS
$5.0M
AVGOBROADCOM INC
$5.0M
CIONCION INVT CORP
$5.0M
DFASDIMENSIONAL ETF TRUST
$4.9M
ULUNILEVER PLC
$4.9M
KMBKIMBERLY-CLARK CORP
$4.9M
AMGNAMGEN INC
$4.8M
IGSBISHARES TR
$4.8M
METMETLIFE INC
$4.8M
MCDMCDONALDS CORP
$4.7M
AZNASTRAZENECA PLC
$4.7M
PGPROCTER AND GAMBLE CO
$4.6M
PSXPHILLIPS 66
$4.6M
COPCONOCOPHILLIPS
$4.4M
BKBANK NEW YORK MELLON CORP
$4.4M
TXNTEXAS INSTRS INC
$4.3M
EIXEDISON INTL
$4.2M
GPCGENUINE PARTS CO
$4.2M
OMCOMNICOM GROUP INC
$4.1M
MRKMERCK & CO INC
$4.0M
UPSUNITED PARCEL SERVICE INC
$3.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$3.7M
AMZNAMAZON COM INC
$3.5M
SCHESCHWAB STRATEGIC TR
$3.0M
ELVELEVANCE HEALTH INC
$3.0M
VEEVVEEVA SYS INC
$2.9M
ADIANALOG DEVICES INC
$2.8M
APDAIR PRODS & CHEMS INC
$2.7M
XLRESELECT SECTOR SPDR TR
$2.7M
ADBEADOBE INC
$2.5M
IQVIQVIA HLDGS INC
$2.3M
GDGENERAL DYNAMICS CORP
$2.2M
SGOLETFS GOLD TR
$2.2M
WDAYWORKDAY INC
$2.1M
NDQINVESCO QQQ TR
$2.1M
SCHOSCHWAB STRATEGIC TR
$2.0M
GOOGALPHABET INC
$1.9M
BILSPDR SER TR
$1.3M
IJJISHARES TR
$1.1M
IJSISHARES TR
$933K
HYGISHARES TR
$847K
SCHPSCHWAB STRATEGIC TR
$837K
TSLATESLA INC
$807K
SHVISHARES TR
$654K
IAU*ISHARES GOLD TR
$629K
SCHMSCHWAB STRATEGIC TR
$552K
SPSMSPDR SER TR
$443K
NVDANVIDIA CORPORATION
$381K
FSKFS KKR CAP CORP
$357K
RGLDROYAL GOLD INC
$339K
GOOGLALPHABET INC
$335K
VTIVANGUARD INDEX FDS
$333K
GSYINVESCO ACTIVELY MANAGED EXC
$326K
JNKSPDR SER TR
$317K
SHYISHARES TR
$309K
VBVANGUARD INDEX FDS
$266K
IBMINTERNATIONAL BUSINESS MACHS
$264K
VOTVANGUARD INDEX FDS
$263K
VCITVANGUARD SCOTTSDALE FDS
$250K
SPYMSPDR SER TR
$241K
STIPISHARES TR
$238K
FXIISHARES TR
$238K
SCHGSCHWAB STRATEGIC TR
$236K
IGEISHARES TR
$235K
MBBISHARES TR
$230K
BACVERIZON COMMUNICATIONS INC
$230K
IAIISHARES TR
$227K
IWDISHARES TR
$222K
TTTRANE TECHNOLOGIES PLC
$219K
TAT&T INC
$209K
FNVFRANCO NEV CORP
$204K
SPYSPDR S&P 500 ETF TR
$124K
BRK/BBERKSHIRE HATHAWAY INC DEL
$5K
MAMASTERCARD INCORPORATED
$3K
Page 1 of 2Next