PINKERTON WEALTH, LLC Q4 2023 Filing

Filed January 25, 2024

Portfolio Value

$519.1B

Holdings

128

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
INTCINTEL CORP COM
19,139$961.7M0.19%
2
SCHDSCHWAB US DIVIDEND EQUITY ETF
10,527$801.5M0.15%
3
XLEENERGY SELECT SECTOR SPDR FUND
7,791$653.2M0.13%
4
FSKFS KKR CAP CORP COM
31,166$622.4M0.12%
5
GAPGAP INC COM
29,357$613.9M0.12%
6
FCFSFIRSTCASH HOLDINGS INC COM
5,560$602.6M0.12%
7
ADBEADOBE INC COM
985$587.7M0.11%
8
VTIVANGUARD TOTAL STOCK MARKET ETF
2,438$578.4M0.11%
9
SCHPSCHWAB US TIPS ETF
10,884$568.1M0.11%
10
SCHMSCHWAB U.S. MID-CAP ETF
7,036$529.9M0.10%
11
TSLATESLA INC COM
2,059$511.6M0.10%
12
SNPSSYNOPSYS INC COM
988$508.7M0.10%
13
CEGCONSTELLATION ENERGY CORP COM
4,252$497.0M0.10%
14
ETRNUSDEQUITRANS MIDSTREAM CORP COM
48,322$491.9M0.09%
15
PRPERMIAN RESOURCES CORP CLASS A COM
35,756$486.3M0.09%
16
CRWDCROWDSTRIKE HLDGS INC CL A
1,895$483.8M0.09%
17
ZSZSCALER INC COM
2,123$470.4M0.09%
18
SWN1EURSOUTHWESTERN ENERGY CO COM
71,392$467.6M0.09%
19
XPOXPO INC COM
5,106$447.2M0.09%
20
KLACKLA CORP COM NEW
745$433.1M0.08%
21
SIRIEURSIRIUS XM HOLDINGS INC COM
76,529$418.6M0.08%
22
METAMETA PLATFORMS INC CL A
1,172$414.8M0.08%
23
LLYELI LILLY & CO COM
678$395.2M0.08%
24
TOLTOLL BROTHERS INC COM
3,785$389.1M0.07%
25
VSTVISTRA CORP COM
9,870$380.2M0.07%
26
BRBRBELLRING BRANDS INC COMMON STOCK
6,763$374.9M0.07%
27
SMCIUSDSUPER MICRO COMPUTER INC COM
1,305$371.0M0.07%
28
LRCXEURLAM RESEARCH CORP COM
448$350.9M0.07%
29
FANGDIAMONDBACK ENERGY INC COM
2,184$338.7M0.07%
30
UNMUNUM GROUP COM
6,667$301.5M0.06%
31
GOOGLALPHABET INC CAP STK CL A
1,957$273.4M0.05%
32
RGLDROYAL GOLD INC COM
2,225$269.1M0.05%
33
CATCATERPILLAR INC COM
884$261.4M0.05%
34
NVDANVIDIA CORPORATION COM
495$245.1M0.05%
35
WSMWILLIAMS SONOMA INC COM
1,159$233.9M0.05%
36
VOOVANGUARD S&P 500 ETF
513$224.2M0.04%
37
TRMBTRIMBLE INC COM
4,186$222.7M0.04%
38
ANETEURARISTA NETWORKS INC COM
931$219.3M0.04%
39
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
2,636$218.7M0.04%
40
TTTRANE TECHNOLOGIES PLC SHS
888$216.6M0.04%
41
MTNVAIL RESORTS INC COM
985$210.3M0.04%
42
AEOAMERICAN EAGLE OUTFITTERS INC COM
9,844$208.3M0.04%
43
ORCLORACLE CORP COM
1,956$206.2M0.04%
44
EVREVERCORE INC CLASS A
1,176$201.2M0.04%
45
TRYBARINGS BDC INC COM
22,555$193.5M0.04%
46
PLTRPALANTIR TECHNOLOGIES INC CL A
10,475$179.9M0.03%
47
NUNU HLDGS LTD ORD SHS CL A
16,090$134.0M0.03%
48
SCHXSCHWAB U.S. LARGE-CAP ETF
784,745$44K0.00%
49
SPYSPDR S&P 500 ETF TRUST
93,967$44K0.00%
50
SCHFSCHWAB INTERNATIONAL EQUITY ETF
889,781$32K0.00%
51
NDQINVESCO QQQ TRUST SERIES I
72,033$29K0.00%
52
IJKISHARES S&P MID-CAP 400 GROWTH ETF
349,115$27K0.00%
53
IVEISHARES S&P 500 VALUE ETF
157,408$27K0.00%
54
IVWISHARES S&P 500 GROWTH ETF
358,086$26K0.00%
55
SCHBSCHWAB U.S. BROAD MARKET ETF
430,244$23K0.00%
56
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
295,420$22K0.00%
57
CIONCION INVT CORP COM
782,480$8K0.00%
58
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
97,132$7K0.00%
59
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
69,243$7K0.00%
60
GQ9SPDR GOLD SHARES
31,678$6K0.00%
61
SGOLABRDN PHYSICAL GOLD SHARES ETF
281,129$5K0.00%
62
AAPLAPPLE INC COM
30,193$5K0.00%
63
RTXRTX CORPORATION COM
54,600$4K0.00%
64
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
64,449$4K0.00%
65
IYJISHARES U.S. INDUSTRIALS ETF
42,479$4K0.00%
66
AVGOBROADCOM INC COM
3,730$4K0.00%
67
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
87,460$4K0.00%
68
DFASDIMENSIONAL U.S. SMALL CAP ETF
67,155$4K0.00%
69
IYWISHARES U.S. TECHNOLOGY ETF
39,498$4K0.00%
70
IYFISHARES U.S. FINANCIALS ETF
57,526$4K0.00%
71
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
9,356$3K0.00%
72
WMWASTE MGMT INC DEL COM
16,954$3K0.00%
73
JPMJPMORGAN CHASE & CO COM
18,780$3K0.00%
74
PSXPHILLIPS 66 COM
26,518$3K0.00%
75
PAGPENSKE AUTOMOTIVE GRP INC COM
20,833$3K0.00%
76
ORLYOREILLY AUTOMOTIVE INC COM
3,508$3K0.00%
77
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
31,660$3K0.00%
78
MSFTMICROSOFT CORP COM
9,268$3K0.00%
79
LOWLOWES COS INC COM
12,216$2K0.00%
80
CVXCHEVRON CORP NEW COM
15,920$2K0.00%
81
IPINTERNATIONAL PAPER CO COM
66,414$2K0.00%
82
OLNOLIN CORP COM PAR $1
43,292$2K0.00%
83
WDAYWORKDAY INC CL A
9,397$2K0.00%
84
GPCGENUINE PARTS CO COM
18,425$2K0.00%
85
ABBVABBVIE INC COM
18,957$2K0.00%
86
CLXCLOROX CO DEL COM
16,319$2K0.00%
87
EIXEDISON INTL COM
35,416$2K0.00%
88
TRVCCITIGROUP INC COM NEW
48,786$2K0.00%
89
MRKMERCK & CO INC COM
27,328$2K0.00%
90
ADPAUTOMATIC DATA PROCESSING INC COM
11,547$2K0.00%
91
NVONOVO-NORDISK A S ADR
25,510$2K0.00%
92
ELVELEVANCE HEALTH INC COM
5,699$2K0.00%
93
QCOMQUALCOMM INC COM
20,231$2K0.00%
94
GDGENERAL DYNAMICS CORP COM
7,734$2K0.00%
95
KMBKIMBERLY-CLARK CORP COM
19,352$2K0.00%
96
BKBANK NEW YORK MELLON CORP COM
56,415$2K0.00%
97
COPCONOCOPHILLIPS COM
21,727$2K0.00%
98
IQVIQVIA HLDGS INC COM
11,134$2K0.00%
99
PGPROCTER AND GAMBLE CO COM
17,691$2K0.00%
100
WMTWALMART INC COM
17,644$2K0.00%
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