PINKERTON WEALTH, LLC Q2 2021 Filing

Filed August 10, 2021

Portfolio Value

$519.0M

Holdings

96

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (96 positions)

#StockSharesValue% PortfolioType
1
SCHXSCHWAB U.S. LARGE-CAP ETF
408,604$42.5M8.19%
2
SCHFSCHWAB INTERNATIONAL EQUITY ETF
834,366$32.9M6.34%
3
SCHMSCHWAB U.S. MID-CAP ETF
360,287$28.2M5.43%
4
SCHBSCHWAB U.S. BROAD MARKET ETF
266,793$27.8M5.36%
5
SCHDSCHWAB US DIVIDEND EQUITY ETF
365,675$27.7M5.33%
6
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
269,789$24.3M4.68%
7
NDQINVESCO QQQ TRUST
61,833$21.9M4.22%
8
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
144,835$15.3M2.94%
9
IJJISHARES S&P MID-CAP 400 VALUE ETF
140,699$14.8M2.86%
10
IWMISHARES RUSSELL 2000 ETF
63,850$14.6M2.82%
11
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
110,021$14.6M2.81%
12
MDYSPDR S&P MIDCAP 400 ETF
29,525$14.5M2.79%
13
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
86,721$11.7M2.24%
14
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
131,975$11.6M2.24%
15
LBEURL BRANDS INC COM
105,900$7.6M1.47%
16
MRO*MARATHON OIL CORP COM
513,277$7.0M1.35%
17
FCXFREEPORT-MCMORAN INC CL B
184,910$6.9M1.32%
18
DVNDEVON ENERGY CORP NEW COM
226,379$6.6M1.27%
19
TPRTAPESTRY INC COM
150,764$6.6M1.26%
20
COFCAPITAL ONE FINL CORP COM
41,541$6.4M1.24%
21
NUENUCOR CORP COM
64,270$6.2M1.19%
22
BLKCHFBLACKROCK INC COM
6,612$5.8M1.11%
23
JPMJPMORGAN CHASE & CO COM
36,927$5.7M1.11%
24
MSFTMICROSOFT CORP COM
20,258$5.5M1.06%
25
RTXRAYTHEON TECHNOLOGIES CORP COM
60,972$5.2M1.00%
26
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
93,903$5.1M0.99%
27
SGOLABERDEEN STANDARD PHYSICAL GOLD SHARES ETF
236,412$4.0M0.77%
28
AAPLAPPLE INC COM
27,734$3.8M0.73%
29
AMZNAMAZON COM INC COM
1,063$3.7M0.70%
30
UPSUNITED PARCEL SERVICE INC CL B
16,228$3.4M0.65%
31
DYHTARGET CORP COM
13,470$3.3M0.63%
32
AXPAMERICAN EXPRESS CO COM
18,779$3.1M0.60%
33
IQVIQVIA HLDGS INC COM
12,750$3.1M0.60%
34
GOOGALPHABET INC CAP STK CL C
1,231$3.1M0.59%
35
IPINTERNATIONAL PAPER CO COM
49,235$3.0M0.58%
36
METAFACEBOOK INC CL A
8,351$2.9M0.56%
37
METMETLIFE INC COM
48,090$2.9M0.55%
38
ADIANALOG DEVICES INC COM
16,687$2.9M0.55%
39
QCOMQUALCOMM INC COM
19,907$2.8M0.55%
40
LOWLOWES COS INC COM
14,597$2.8M0.55%
41
GPCGENUINE PARTS CO COM
22,285$2.8M0.54%
42
TXNTEXAS INSTRS INC COM
14,521$2.8M0.54%
43
KMXCARMAX INC COM
21,467$2.8M0.53%
44
FSKFS KKR CAP CORP COM
128,734$2.8M0.53%
45
CMCSACOMCAST CORP NEW CL A
47,446$2.7M0.52%
46
XOMEXXON MOBIL CORP COM
42,873$2.7M0.52%
47
DISDISNEY WALT CO COM
15,324$2.7M0.52%
48
ORLYOREILLY AUTOMOTIVE INC COM
4,697$2.7M0.51%
49
ELVANTHEM INC COM
6,945$2.7M0.51%
50
UNHUNITEDHEALTH GROUP INC COM
6,467$2.6M0.50%
51
WFCWELLS FARGO CO NEW COM
57,099$2.6M0.50%
52
SBUXSTARBUCKS CORP COM
22,989$2.6M0.50%
53
WMWASTE MGMT INC DEL COM
18,310$2.6M0.49%
54
ADPAUTOMATIC DATA PROCESSING INC COM
12,601$2.5M0.48%
55
MMM3M CO COM
12,477$2.5M0.48%
56
MAMASTERCARD INCORPORATED CL A
6,743$2.5M0.47%
57
WBAWALGREENS BOOTS ALLIANCE INC COM
45,448$2.4M0.46%
58
MCDMCDONALDS CORP COM
10,310$2.4M0.46%
59
ABBVABBVIE INC COM
21,077$2.4M0.46%
60
CSCOCISCO SYS INC COM
44,433$2.4M0.45%
61
ABTABBOTT LABS COM
19,869$2.3M0.44%
62
PSXPHILLIPS 66 COM
26,649$2.3M0.44%
63
AZNASTRAZENECA PLC SPONSORED ADR
37,821$2.3M0.44%
64
PGPROCTER AND GAMBLE CO COM
16,716$2.3M0.43%
65
KRKROGER CO COM
58,771$2.3M0.43%
66
JNJJOHNSON & JOHNSON COM
13,343$2.2M0.42%
67
WMTWALMART INC COM
15,568$2.2M0.42%
68
ULUNILEVER PLC SPON ADR NEW
36,985$2.2M0.42%
69
UBERUBER TECHNOLOGIES INC COM
43,078$2.2M0.42%
70
SOSOUTHERN CO COM
35,612$2.2M0.42%
71
PPLPPL CORP COM
76,588$2.1M0.41%
72
MRKMERCK & CO INC COM
27,021$2.1M0.40%
73
KMBKIMBERLY-CLARK CORP COM
14,998$2.0M0.39%
74
TAT&T INC COM
69,537$2.0M0.39%
75
INTCINTEL CORP COM
35,192$2.0M0.38%
76
CLXCLOROX CO DEL COM
10,250$1.8M0.36%
77
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF
28,154$1.4M0.28%
78
SCHASCHWAB U.S. SMALL-CAP ETF
13,360$1.4M0.27%
79
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
15,407$1.3M0.25%
80
XLREREAL ESTATE SELECT SECTOR SPDR FUND
26,535$1.2M0.23%
81
SCHESCHWAB EMERGING MARKETS EQUITY ETF
26,323$866K0.17%
82
SCHPSCHWAB U.S. TIPS ETF
11,289$706K0.14%
83
TSLATESLA INC COM
746$507K0.10%
84
SPYSPDR S&P 500 ETF
1,175$503K0.10%
85
GQ9SPDR GOLD SHARES
2,973$492K0.09%
86
BACVERIZON COMMUNICATIONS INC COM
5,936$333K0.06%
87
BXBLACKSTONE GROUP INC COM
3,265$317K0.06%
88
MTNVAIL RESORTS INC COM
985$312K0.06%
89
FNVFRANCO NEV CORP COM
2,138$310K0.06%
90
ESEVERSOURCE ENERGY COM
3,417$274K0.05%
91
IAU*ISHARES GOLD TRUST
7,676$259K0.05%
92
RGLDROYAL GOLD INC COM
2,225$254K0.05%
93
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
997$222K0.04%
94
FIBKFIRST INTST BANCSYSTEM INC COM CL A
5,159$216K0.04%
95
IVZINVESCO LTD SHS
7,710$206K0.04%
96
MCNMADISON COVERED CALL & EQUITY COM
19,621$159K0.03%