Pinnacle Financial Group, LLC / IL has disclosed 80 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $255.00 Mil. The turnover rate is 4%.
In Pinnacle Financial Group, LLC / IL's current portfolio as of 2024-09-30, the top 5 holdings are
Invesco FTSE RAFI US 1000 ETF (PRF), Dimensional International Core Equity 2 ETF (DFIC), WisdomTree U.S. Total Dividend Fund (DTD), Dimensional Emerging Markets Core Equity 2 ETF (DFEM), Dimensional U.S. Core Equity 2 ETF (DFAC), not including call and put options.
Pinnacle Financial Group, LLC / IL did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Pinnacle Financial Group, LLC / IL, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Pinnacle Financial Group, LLC / IL, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Pinnacle Financial Group, LLC / IL.