PINKERTON WEALTH, LLC Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$506.2B

Holdings

138

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
1
SCHXSCHWAB U.S. LARGE-CAP ETF
902,907$47.3B9.34%
2
SCHFSCHWAB INTERNATIONAL EQUITY ETF
1,026,419$36.6B7.23%
3
SPYSPDR S&P 500 ETF TRUST
72,845$32.3B6.38%
4
SCHBSCHWAB U.S. BROAD MARKET ETF
576,872$29.8B5.89%
5
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
283,321$21.3B4.21%
6
NDQINVESCO QQQ TRUST SERIES I
41,794$15.4B3.05%
7
EFAISHARES MSCI EAFE ETF
206,155$14.9B2.95%
8
IYMISHARES U.S. BASIC MATERIALS ETF
109,825$14.6B2.89%
9
IVEISHARES S&P 500 VALUE ETF
90,311$14.6B2.88%
10
IVWISHARES S&P 500 GROWTH ETF
201,502$14.2B2.81%
11
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
24,824$8.5B1.69%
12
CIONCION INVT CORP COM
797,319$8.3B1.63%
13
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
74,173$8.0B1.58%
14
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
105,974$8.0B1.57%
15
SGOLABRDN PHYSICAL GOLD SHARES ETF
410,656$7.5B1.49%
16
AAPLAPPLE INC COM
30,502$5.9B1.17%
17
RTXRAYTHEON TECHNOLOGIES CORP COM
58,356$5.7B1.13%
18
IJKISHARES S&P MID-CAP 400 GROWTH ETF
70,509$5.3B1.04%
19
EEMISHARES MSCI EMERGING MARKETS ETF
128,766$5.1B1.01%
20
GQ9SPDR GOLD SHARES
27,108$4.8B0.95%
21
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
95,543$4.8B0.95%
22
CVXCHEVRON CORP NEW COM
30,217$4.8B0.94%
23
XOMEXXON MOBIL CORP COM
40,900$4.4B0.87%
24
MSFTMICROSOFT CORP COM
12,223$4.2B0.82%
25
ORLYOREILLY AUTOMOTIVE INC COM
4,258$4.1B0.80%
26
PAGPENSKE AUTOMOTIVE GRP INC COM
23,167$3.9B0.76%
27
AVGOBROADCOM INC COM
4,231$3.7B0.73%
28
MRKMERCK & CO INC COM
30,913$3.6B0.70%
29
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
10,322$3.5B0.70%
30
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
33,788$3.4B0.67%
31
LOWLOWES COS INC COM
14,349$3.2B0.64%
32
GPCGENUINE PARTS CO COM
19,094$3.2B0.64%
33
IAU*ISHARES GOLD TRUST
87,939$3.2B0.63%
34
ADIANALOG DEVICES INC COM
16,306$3.2B0.63%
35
WMWASTE MGMT INC DEL COM
17,879$3.1B0.61%
36
MCDMCDONALDS CORP COM
10,235$3.1B0.60%
37
JPMJPMORGAN CHASE & CO COM
20,483$3.0B0.59%
38
AZNASTRAZENECA PLC SPONSORED ADR
41,514$3.0B0.59%
39
ELVELEVANCE HEALTH INC COM
6,631$2.9B0.58%
40
WMTWALMART INC COM
18,485$2.9B0.57%
41
IQVIQVIA HLDGS INC COM
12,920$2.9B0.57%
42
TXNTEXAS INSTRS INC COM
15,736$2.8B0.56%
43
PGPROCTER AND GAMBLE CO COM
18,659$2.8B0.56%
44
PSXPHILLIPS 66 COM
29,639$2.8B0.56%
45
CMICUMMINS INC COM
11,485$2.8B0.56%
46
BKBANK NEW YORK MELLON CORP COM
63,013$2.8B0.55%
47
UPSUNITED PARCEL SERVICE INC CL B
15,518$2.8B0.55%
48
KMBKIMBERLY-CLARK CORP COM
19,579$2.7B0.53%
49
ULUNILEVER PLC SPON ADR NEW
51,649$2.7B0.53%
50
ADPAUTOMATIC DATA PROCESSING INC COM
12,224$2.7B0.53%
51
ABBVABBVIE INC COM
19,921$2.7B0.53%
52
ABTABBOTT LABS COM
24,495$2.7B0.53%
53
CLXCLOROX CO DEL COM
16,456$2.6B0.52%
54
MAMASTERCARD INCORPORATED CL A
6,633$2.6B0.52%
55
PIIPOLARIS INC COM
21,073$2.5B0.50%
56
METMETLIFE INC COM
44,564$2.5B0.50%
57
GPKGRAPHIC PACKAGING HLDG CO COM
104,797$2.5B0.50%
58
OMCOMNICOM GROUP INC COM
26,403$2.5B0.50%
59
EIXEDISON INTL COM
36,137$2.5B0.50%
60
QCOMQUALCOMM INC COM
20,996$2.5B0.49%
61
COPCONOCOPHILLIPS COM
22,848$2.4B0.47%
62
WDAYWORKDAY INC CL A
10,114$2.3B0.45%
63
AMGNAMGEN INC COM
10,282$2.3B0.45%
64
TRVCCITIGROUP INC COM NEW
48,445$2.2B0.44%
65
OLNOLIN CORP COM PAR $1
43,184$2.2B0.44%
66
LNGCHENIERE ENERGY INC COM NEW
14,420$2.2B0.43%
67
NVONOVO-NORDISK A S ADR
13,421$2.2B0.43%
68
IPINTERNATIONAL PAPER CO COM
67,645$2.2B0.43%
69
INTUINTUIT COM
4,549$2.1B0.41%
70
HSYHERSHEY CO COM
8,216$2.1B0.41%
71
MMM3M CO COM
19,747$2.0B0.39%
72
GDGENERAL DYNAMICS CORP COM
8,864$1.9B0.38%
73
WBAWALGREENS BOOTS ALLIANCE INC COM
66,542$1.9B0.37%
74
NKENIKE INC CL B
15,968$1.8B0.35%
75
CAHCARDINAL HEALTH INC COM
18,269$1.7B0.34%
76
VRSNVERISIGN INC COM
7,634$1.7B0.34%
77
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
38,352$1.5B0.29%
78
HUBBHUBBELL INC COM
4,491$1.5B0.29%
79
SCHESCHWAB EMERGING MARKETS EQUITY ETF
56,304$1.4B0.27%
80
IYJISHARES U.S. INDUSTRIALS ETF
13,011$1.4B0.27%
81
IYFISHARES U.S. FINANCIALS ETF
18,425$1.4B0.27%
82
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
19,215$1.4B0.27%
83
IYWISHARES U.S. TECHNOLOGY ETF
12,479$1.4B0.27%
84
MZTILANCASTER COLONY CORP COM
6,621$1.3B0.26%
85
SCHOSCHWAB SHORT-TERM US TREASURY ETF
26,954$1.3B0.26%
86
XLREREAL ESTATE SELECT SECTOR SPDR FUND
33,882$1.3B0.25%
87
SCHDSCHWAB US DIVIDEND EQUITY ETF
17,557$1.3B0.25%
88
NATIONAL INSTRS CORP COM
22,008$1.3B0.25%
89
AMZNAMAZON COM INC COM
8,527$1.1B0.22%
90
KLACKLA CORP COM NEW
1,844$894.4M0.18%
91
SBUXSTARBUCKS CORP COM
8,416$833.7M0.16%
92
PRIPRIMERICA INC COM
4,139$818.5M0.16%
93
DEDEERE & CO COM
1,997$809.2M0.16%
94
SCHMSCHWAB U.S. MID-CAP ETF
11,391$809.1M0.16%
95
NYCBEURNEW YORK CMNTY BANCORP INC COM
69,880$785.5M0.16%
96
METAMETA PLATFORMS INC CL A
2,697$774.0M0.15%
97
BABOEING CO COM
3,660$772.8M0.15%
98
TOLTOLL BROTHERS INC COM
9,302$735.5M0.15%
99
LWLAMB WESTON HLDGS INC COM
5,547$637.6M0.13%
100
VVVVALVOLINE INC COM
16,740$627.9M0.12%
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