PINKERTON WEALTH, LLC Q4 2022 Filing

Filed February 13, 2023

Portfolio Value

$462.1M

Holdings

120

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
1
TEXTEREX CORP NEW COM
23,230$992K0.21%
2
NOCNORTHROP GRUMMAN CORP COM
1,775$968K0.21%
3
SCHESCHWAB EMERGING MARKETS EQUITY ETF
40,787$965K0.21%
4
CICIGNA CORP NEW COM
2,683$888K0.19%
5
CTVACORTEVA INC COM
14,768$868K0.19%
6
CAHCARDINAL HEALTH INC COM
11,161$857K0.19%
7
FCFSFIRSTCASH HOLDINGS INC COM
9,831$854K0.18%
8
SCHPSCHWAB US TIPS ETF
15,699$813K0.18%
9
SCHMSCHWAB U.S. MID-CAP ETF
11,391$747K0.16%
10
AEOAMERICAN EAGLE OUTFITTERS INC COM
46,211$645K0.14%
11
4DHDANA INC COM
41,067$621K0.13%
12
FSKFS KKR CAP CORP COM
33,696$589K0.13%
13
GAPGAP INC COM
50,250$566K0.12%
14
BABOEING CO COM
2,930$558K0.12%
15
VTIVANGUARD TOTAL STOCK MARKET ETF
2,793$533K0.12%
16
HOGHARLEY DAVIDSON INC COM
11,909$495K0.11%
17
SBUXSTARBUCKS CORP COM
4,688$465K0.10%
18
RGAREINSURANCE GRP OF AMERICA INC COM NEW
3,037$431K0.09%
19
DKSDICKS SPORTING GOODS INC COM
3,566$428K0.09%
20
ERIEERIE INDTY CO CL A
1,654$411K0.09%
21
ETSYETSY INC COM
3,402$407K0.09%
22
GILDGILEAD SCIENCES INC COM
4,574$392K0.08%
23
KLACKLA CORP COM NEW
1,024$386K0.08%
24
NDQINVESCO QQQ TRUST
1,389$369K0.08%
25
AMATAPPLIED MATLS INC COM
3,764$366K0.08%
26
AJGGALLAGHER ARTHUR J & CO COM
1,941$365K0.08%
27
LRCXEURLAM RESEARCH CORP COM
865$363K0.08%
28
ASMLASML HOLDING N V N Y REGISTRY SHS
661$361K0.08%
29
BIIBBIOGEN INC COM
1,285$355K0.08%
30
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
13,997$345K0.07%
31
UNMUNUM GROUP COM
8,153$334K0.07%
32
FT2FIRST HORIZON CORPORATION COM
13,532$331K0.07%
33
BMYBRISTOL-MYERS SQUIBB CO COM
4,424$318K0.07%
34
CATCATERPILLAR INC COM
1,312$314K0.07%
35
FNVFRANCO NEV CORP COM
2,260$308K0.07%
36
HRBBLOCK H & R INC COM
8,088$295K0.06%
37
ESEVERSOURCE ENERGY COM
3,413$286K0.06%
38
TSLATESLA INC COM
2,217$273K0.06%
39
TRYBARINGS BDC INC COM
32,172$262K0.06%
40
GQ9SPDR GOLD SHARES
1,540$261K0.06%
41
RGLDROYAL GOLD INC COM
2,225$250K0.05%
42
MTNVAIL RESORTS INC COM
985$234K0.05%
43
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
2,994$225K0.05%
44
YUMYUM BRANDS INC COM
1,733$221K0.05%
45
TRMBTRIMBLE INC COM
4,280$216K0.05%
46
PEPPEPSICO INC COM
1,182$213K0.05%
47
QCOMQUALCOMM INC COM
19,406$00.00%
48
GDGENERAL DYNAMICS CORP COM
12,217$00.00%
49
JNJJOHNSON & JOHNSON COM
14,564$00.00%
50
UNHUNITEDHEALTH GROUP INC COM
6,715$00.00%
51
IEFISHARES 7-10 YEAR TREASURY BOND ETF
181,546$00.00%
52
SCHXSCHWAB U.S. LARGE-CAP ETF
881,915$00.00%
53
SCHFSCHWAB INTERNATIONAL EQUITY ETF
1,003,375$00.00%
54
UPSUNITED PARCEL SERVICE INC CL B
14,621$00.00%
55
TXNTEXAS INSTRS INC COM
14,754$00.00%
56
SCHOSCHWAB SHORT-TERM US TREASURY ETF
35,546$00.00%
57
MAMASTERCARD INCORPORATED CL A
6,969$00.00%
58
ORLYOREILLY AUTOMOTIVE INC COM
4,445$00.00%
59
IJJISHARES S&P MID-CAP 400 VALUE ETF
237,965$00.00%
60
MZTILANCASTER COLONY CORP COM
11,421$00.00%
61
PAGPENSKE AUTOMOTIVE GRP INC COM
25,435$00.00%
62
SOSOUTHERN CO COM
36,910$00.00%
63
SCHDSCHWAB US DIVIDEND EQUITY ETF
371,853$00.00%
64
COPCONOCOPHILLIPS COM
20,546$00.00%
65
IQVIQVIA HLDGS INC COM
12,813$00.00%
66
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
284,884$00.00%
67
WMTWALMART INC COM
17,521$00.00%
68
AESAES CORP COM
58,299$00.00%
69
MCDMCDONALDS CORP COM
9,919$00.00%
70
GPKGRAPHIC PACKAGING HLDG CO COM
99,280$00.00%
71
STLDSTEEL DYNAMICS INC COM
16,254$00.00%
72
DVNDEVON ENERGY CORP NEW COM
34,091$00.00%
73
XOMEXXON MOBIL CORP COM
34,076$00.00%
74
HSYHERSHEY CO COM
9,624$00.00%
75
ADIANALOG DEVICES INC COM
16,921$00.00%
76
IPINTERNATIONAL PAPER CO COM
60,174$00.00%
77
MMM3M CO COM
16,894$00.00%
78
ULUNILEVER PLC SPON ADR NEW
48,867$00.00%
79
WPCWP CAREY INC COM
32,379$00.00%
80
LNGCHENIERE ENERGY INC COM NEW
18,871$00.00%
81
DEDEERE & CO COM
2,983$00.00%
82
JPMJPMORGAN CHASE & CO COM
19,372$00.00%
83
METMETLIFE INC COM
41,078$00.00%
84
SJIEURSOUTH JERSEY INDS INC COM
41,383$00.00%
85
PGPROCTER AND GAMBLE CO COM
17,590$00.00%
86
LLYLILLY ELI & CO COM
2,771$00.00%
87
SPYSPDR S&P 500 ETF TRUST
21,598$00.00%
88
XYLXYLEM INC COM
9,379$00.00%
89
CMICUMMINS INC COM
10,881$00.00%
90
AMZNAMAZON COM INC COM
28,047$00.00%
91
ABTABBOTT LABS COM
22,313$00.00%
92
CIONCION INVT CORP COM
803,089$00.00%
93
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
73,309$00.00%
94
IVEISHARES S&P 500 VALUE ETF
164,578$00.00%
95
AZNASTRAZENECA PLC SPONSORED ADR
40,288$00.00%
96
AAPLAPPLE INC COM
28,640$00.00%
97
VOVANGUARD MID-CAP ETF
122,886$00.00%
98
XLREREAL ESTATE SELECT SECTOR SPDR FUND
29,419$00.00%
99
BACVERIZON COMMUNICATIONS INC COM
56,689$00.00%
100
CVXCHEVRON CORP NEW COM
22,274$00.00%
Page 1 of 2Next