PINKERTON WEALTH, LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$416.5M

Holdings

90

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (90 positions)

#StockSharesValue% PortfolioType
1
SCHXSCHWAB U.S. LARGE-CAP ETF
498,582$45.3M10.89%
2
SCHFSCHWAB INTERNATIONAL EQUITY ETF
827,397$29.8M7.15%
3
NDQINVESCO QQQ TRUST
90,395$28.4M6.81%
4
SCHMSCHWAB U.S. MID-CAP ETF
382,487$26.1M6.26%
5
SCHBSCHWAB U.S. BROAD MARKET ETF
278,686$25.4M6.09%
6
SCHDSCHWAB US DIVIDEND EQUITY ETF
382,878$24.6M5.90%
7
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
232,912$21.6M5.19%
8
MDYGSPDR S&P 400 MID CAP GROWTH ETF
140,201$9.7M2.33%
9
IYMISHARES U.S. BASIC MATERIALS ETF
82,836$9.4M2.26%
10
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
71,373$9.2M2.20%
11
QCOMQUALCOMM INC COM
46,463$7.1M1.70%
12
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
46,669$6.4M1.55%
13
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
72,357$6.3M1.52%
14
FCXFREEPORT-MCMORAN INC CL B
219,287$5.7M1.37%
15
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
87,099$4.8M1.14%
16
JPMJPMORGAN CHASE & CO COM
37,266$4.7M1.14%
17
BLKCHFBLACKROCK INC COM
6,552$4.7M1.14%
18
LBEURL BRANDS INC COM
120,987$4.5M1.08%
19
MSFTMICROSOFT CORP COM
19,420$4.3M1.04%
20
RTXRAYTHEON TECHNOLOGIES CORP COM
58,314$4.2M1.00%
21
AFWALIGN TECHNOLOGY INC COM
7,778$4.2M1.00%
22
PWRQUANTA SVCS INC COM
55,396$4.0M0.96%
23
AAPLAPPLE INC COM
29,190$3.9M0.93%
24
FDXFEDEX CORP COM
14,845$3.9M0.93%
25
GAPGAP INC COM
176,268$3.6M0.85%
26
FS KKR CAP CORP II COM
200,208$3.3M0.79%
27
AMZNAMAZON COM INC COM
962$3.1M0.75%
28
UPSUNITED PARCEL SERVICE INC CL B
17,408$2.9M0.70%
29
DISDISNEY WALT CO COM
14,768$2.7M0.64%
30
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
32,137$2.7M0.64%
31
IPINTERNATIONAL PAPER CO COM
51,314$2.6M0.61%
32
DYHTARGET CORP COM
14,227$2.5M0.60%
33
SBUXSTARBUCKS CORP COM
22,814$2.4M0.59%
34
COSTCOSTCO WHSL CORP NEW COM
6,464$2.4M0.58%
35
TXNTEXAS INSTRS INC COM
14,844$2.4M0.58%
36
SGOLABERDEEN STANDARD PHYSICAL GOLD SHARES ETF
132,378$2.4M0.58%
37
METMETLIFE INC COM
50,584$2.4M0.57%
38
ADIANALOG DEVICES INC COM
15,846$2.3M0.56%
39
CMCSACOMCAST CORP NEW CL A
44,634$2.3M0.56%
40
GPCGENUINE PARTS CO COM
22,720$2.3M0.55%
41
LOWLOWES COS INC COM
14,030$2.3M0.54%
42
AXPAMERICAN EXPRESS CO COM
18,371$2.2M0.53%
43
IQVIQVIA HLDGS INC COM
12,379$2.2M0.53%
44
MAMASTERCARD INCORPORATED CL A
6,150$2.2M0.53%
45
ABBVABBVIE INC COM
20,223$2.2M0.52%
46
PGPROCTER AND GAMBLE CO COM
15,519$2.2M0.52%
47
ADPAUTOMATIC DATA PROCESSING INC COM
12,223$2.2M0.52%
48
GOOGALPHABET INC CAP STK CL C
1,220$2.1M0.51%
49
METAFACEBOOK INC CL A
7,818$2.1M0.51%
50
MMM3M CO COM
12,088$2.1M0.51%
51
UNHUNITEDHEALTH GROUP INC COM
6,021$2.1M0.51%
52
WMWASTE MGMT INC DEL COM
17,744$2.1M0.50%
53
WMTWALMART INC COM
14,474$2.1M0.50%
54
ABTABBOTT LABS COM
18,936$2.1M0.50%
55
ELVANTHEM INC COM
6,419$2.1M0.49%
56
MCDMCDONALDS CORP COM
9,583$2.1M0.49%
57
ULUNILEVER PLC SPON ADR NEW
34,048$2.1M0.49%
58
SOSOUTHERN CO COM
33,010$2.0M0.49%
59
PPLPPL CORP COM
70,582$2.0M0.48%
60
JNJJOHNSON & JOHNSON COM
12,382$1.9M0.47%
61
UBERUBER TECHNOLOGIES INC COM
37,880$1.9M0.46%
62
ORLYOREILLY AUTOMOTIVE INC COM
4,266$1.9M0.46%
63
KMXCARMAX INC COM
20,412$1.9M0.46%
64
MRKMERCK & CO. INC COM
23,244$1.9M0.46%
65
CSCOCISCO SYS INC COM
41,932$1.9M0.45%
66
TAT&T INC COM
62,177$1.8M0.43%
67
KMBKIMBERLY-CLARK CORP COM
13,141$1.8M0.43%
68
WBAWALGREENS BOOTS ALLIANCE INC COM
44,311$1.8M0.42%
69
CLXCLOROX CO DEL COM
8,708$1.8M0.42%
70
PSXPHILLIPS 66 COM
24,977$1.7M0.42%
71
KRKROGER CO COM
54,718$1.7M0.42%
72
XOMEXXON MOBIL CORP COM
42,087$1.7M0.42%
73
AZNASTRAZENECA PLC SPONSORED ADR
34,106$1.7M0.41%
74
INTCINTEL CORP COM
31,804$1.6M0.38%
75
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF
23,559$1.2M0.29%
76
SCHASCHWAB U.S. SMALL-CAP ETF
11,953$1.1M0.26%
77
SCHPSCHWAB U.S. TIPS ETF
16,930$1.1M0.25%
78
XLREREAL ESTATE SELECT SECTOR SPDR FUND
22,037$806K0.19%
79
FSKFS KKR CAP CORP COM
43,371$718K0.17%
80
SCHESCHWAB EMERGING MARKETS EQUITY ETF
20,267$621K0.15%
81
TSLATESLA INC COM
743$524K0.13%
82
GQ9SPDR GOLD SHARES
2,879$513K0.12%
83
SPYSPDR S&P 500 ETF
1,178$440K0.11%
84
BACVERIZON COMMUNICATIONS INC COM
6,289$369K0.09%
85
ESEVERSOURCE ENERGY COM
3,417$296K0.07%
86
FNVFRANCO NEV CORP COM
2,070$259K0.06%
87
IAUUSDISHARES COMEX GOLD TRUST
14,000$254K0.06%
88
RGLDROYAL GOLD INC COM
2,143$228K0.05%
89
FIBKFIRST INTST BANCSYSTEM INC COM CL A
5,159$210K0.05%
90
MCNMADISON COVERED CALL & EQUITY COM
19,621$132K0.03%