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Asset Manager ← All Institutions

Pinnacle Financial Group, LLC / IL

Q2 2025 · Filed 2025-08-11
Market Value
$298M
+8.4%
Holdings
103
+5
New Purchases
9
Added To
46
Closed
4
Reduced
30
Top 10 Concentration
56.3%
Turnover
12.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MCD 1.43% 0.29% +1.15% $4M
INCM 0.55% 0.19% +0.36% $2M
VBR 1.93% 1.78% +0.15% $6M
VYMI 3.91% 3.77% +0.14% $12M
DFEM 6.98% 6.85% +0.13% $21M
NVDA 0.31% 0.18% +0.12% $910K
ALL 0.12% 0.00% +0.12% $363K
MSFT 0.27% 0.16% +0.11% $793K
PLTR 0.10% 0.00% +0.10% $298K
BA 0.10% 0.00% +0.10% $288K
CEG 0.09% 0.00% +0.09% $261K
META 0.09% 0.00% +0.09% $255K
VEU 3.27% 3.18% +0.08% $10M
PTRB 0.71% 0.62% +0.08% $2M
BINC 0.08% 0.00% +0.08% $232K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PRF 9.68% 10.17% -0.49% $29M
DTD 7.11% 7.54% -0.42% $21M
DVY 2.86% 3.14% -0.28% $9M
BRK-B 1.00% 1.18% -0.18% $3M
AAPL 0.70% 0.87% -0.18% $2M
XOM 0.14% 0.31% -0.17% $411K
DFAU 0.73% 0.89% -0.16% $2M
VNQ 1.01% 1.16% -0.16% $3M
DFAR 1.91% 2.06% -0.15% $6M
VYM 3.75% 3.88% -0.13% $11M
DFAI 1.20% 1.33% -0.13% $4M
AGG 2.24% 2.36% -0.12% $7M
DFAS 2.36% 2.48% -0.12% $7M
GLD 1.53% 1.63% -0.09% $5M
EEM 2.19% 2.28% -0.09% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 27 $38M 12.8%
Large Cap 45 $160M 53.6%
Mid Cap 18 $68M 22.6%
Small Cap 13 $33M 11.0%

Portfolio Analytics

Avg Market Cap
$313.2B
Median Market Cap
$50.2B
Avg P/E
46.9
Median P/E
25.2
Avg Dividend Yield
0.01%
Avg Beta
0.88
# Stocks
27
# ETFs / Funds
76

Top Holdings (103 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PRF 9.68% 682,970 $29M $42.27 $869K -9,929 -1.4%
2 DFIC 9.43% 904,540 $28M $31.09 $2M -24,764 -2.7%
3 DTD 7.11% 266,814 $21M $79.52 $472K -2,779 -1.0%
4 DFEM 6.98% 701,703 $21M $29.68 $2M -10,835 -1.5%
5 DFAC 6.25% 519,907 $19M $35.84 $2M +4,686 +0.9%
6 VYMI 3.91% 145,616 $12M $80.11 $1M +4,688 +3.3%
7 VYM 3.75% 83,847 $11M $133.31 $499K +1,040 +1.3%
8 VEU 3.27% 144,925 $10M $67.22 $985K +567 +0.4%
9 SPY 3.07% 14,812 $9M $617.91 $845K -37 -0.2%
10 DVY 2.86% 64,226 $9M $132.81 -$110K -114 -0.2%
11 DFAS 2.36% 110,610 $7M $63.71 $222K -3,612 -3.2%
12 AGG 2.24% 67,322 $7M $99.20 $177K +1,602 +2.4%
13 EEM 2.19% 135,464 $7M $48.24 $247K -8,430 -5.9%
14 VBR 1.93% 29,508 $6M $195.05 $866K +3,260 +12.4%
15 VIG 1.92% 27,947 $6M $204.70 $262K -193 -0.7%
16 DFAR 1.91% 242,972 $6M $23.46 $24K +4,182 +1.8%
17 VB 1.70% 21,341 $5M $237.02 $442K +523 +2.5%
18 GLD 1.53% 14,981 $5M $304.83 $92K -548 -3.5%
19 VO 1.52% 16,222 $5M $279.90 $325K -78 -0.5%
20 MCD 1.43% 14,619 $4M $292.16 $3M +12,096 +479.4%
21 VTI 1.37% 13,388 $4M $304.44 $346K -183 -1.4%
22 DFAI 1.20% 103,719 $4M $34.57 -$69K -13,301 -11.4%
23 BSCR 1.18% 179,761 $4M $19.65 $358K +17,740 +10.9%
24 VOE 1.12% 20,340 $3M $164.52 $396K +1,964 +10.7%
25 VNQ 1.01% 33,783 $3M $89.06 -$198K -1,630 -4.6%
26 BRK-B 1.00% 6,141 $3M $485.77 -$278K +18 +0.3%
27 VV 0.96% 10,023 $3M $285.43 $281K -13 -0.1%
28 PYLD 0.81% 90,936 $2M $26.54 $365K +13,196 +17.0%
29 BSCQ 0.78% 119,659 $2M $19.52 $20K +775 +0.7%
30 IVW 0.75% 20,207 $2M $110.10 $323K -280 -1.4%
31 ILCG 0.74% 22,827 $2M $96.90 $363K +3 +0.0%
32 DFAU 0.73% 51,507 $2M $42.36 -$276K -12,429 -19.4%
33 DFAE 0.71% 73,166 $2M $28.95 $235K +427 +0.6%
34 PTRB 0.71% 50,309 $2M $41.83 $389K +9,208 +22.4%
35 AAPL 0.70% 10,108 $2M $205.16 -$331K -717 -6.6%
36 BOND 0.58% 18,900 $2M $92.18 $24K +319 +1.7%
37 TOTL 0.58% 43,107 $2M $40.11 $19K +656 +1.6%
38 INCM 0.55% 61,112 $2M $27.05 $1M +41,188 +206.7%
39 VBK 0.47% 5,083 $1M $276.96 $77K -203 -3.8%
40 IJH 0.46% 22,140 $1M $62.02 $67K -243 -1.1%
41 VTV 0.40% 6,687 $1M $176.74 $99K +421 +6.7%
42 VXUS 0.38% 16,285 $1M $69.09 $114K
43 QQQ 0.35% 1,878 $1M $551.77 $156K
44 JNK 0.31% 9,633 $937K $97.27 $19K
45 NVDA 0.31% 5,763 $910K $157.99 $412K +1,166 +25.4%
46 AMZN 0.30% 4,094 $898K $219.39 $189K +365 +9.8%
47 BND 0.27% 10,813 $794K $73.43 -$73K -1,018 -8.6%
48 MSFT 0.27% 1,595 $793K $497.36 $351K +417 +35.4%
49 VHT 0.27% 3,184 $791K $248.35 -$48K +17 +0.5%
50 IVE 0.21% 3,260 $637K $195.43 $16K
51 AGGY 0.20% 14,011 $611K $43.63 $3K
52 CAT 0.19% 1,451 $563K $388.16 $157K +219 +17.8%
53 IJK 0.18% 5,996 $545K $90.97 $46K +2 +0.0%
54 IJR 0.17% 4,631 $506K $109.29 $30K +81 +1.8%
55 BSCS 0.17% 24,087 $494K $20.49 $106K +5,054 +26.6%
56 VOOV 0.16% 2,500 $472K $188.71 $11K
57 ESGV 0.16% 4,284 $470K $109.63 $50K +4 +0.1%
58 SDY 0.15% 3,380 $459K $135.73 -$17K -125 -3.6%
59 VDC 0.15% 2,053 $449K $218.51 $2K +9 +0.4%
60 VTC 0.14% 5,538 $428K $77.33 $3K
61 JPM 0.14% 1,474 $427K $290.01 $82K +64 +4.5%
62 IVV 0.14% 684 $425K $621.09 -$78K -211 -23.6%
63 DGRO 0.14% 6,642 $425K $63.94 $110K +1,548 +30.4%
64 XOM 0.14% 3,817 $411K $107.79 -$431K -3,269 -46.1%
65 TIP 0.14% 3,708 $408K $110.04 -$15K -99 -2.6%
66 VWO 0.13% 8,074 $399K $49.46 $34K
67 PG 0.13% 2,426 $386K $159.31 -$9K +108 +4.7%
68 DWM 0.13% 5,965 $379K $63.56 $33K +9 +0.1%
69 FLCB 0.12% 17,010 $366K $21.52 -$174K -8,125 -32.3%
70 ALL 0.12% 1,801 $363K $201.31 +1,801 NEW
71 VCIT 0.12% 4,156 $345K $82.92 $13K +100 +2.5%
72 VIGI 0.12% 3,816 $344K $90.12 $2K -311 -7.5%
73 XLF 0.11% 6,447 $338K $52.37 $9K -152 -2.3%
74 BSCT 0.11% 16,758 $313K $18.70 $4K +36 +0.2%
75 EPD 0.10% 9,651 $299K $31.01 -$25K +158 +1.7%
76 PLTR 0.10% 2,187 $298K $136.32 +2,187 NEW
77 VSGX 0.10% 4,417 $289K $65.51 $22K -117 -2.6%
78 BA 0.10% 1,373 $288K $209.53 +1,373 NEW
79 IEFA 0.09% 3,350 $280K $83.48 $26K
80 ABBV 0.09% 1,426 $265K $185.62 -$24K +47 +3.4%
81 FPEI 0.09% 13,891 $264K $18.99 $69K +3,489 +33.5%
82 CEG 0.09% 810 $261K $322.76 +810 NEW
83 VPLS 0.09% 3,359 $261K $77.80 $805
84 IJS 0.09% 2,611 $260K $99.48 $9K +43 +1.7%
85 XLV 0.09% 1,911 $258K $134.79 -$16K +35 +1.9%
86 VUG 0.09% 583 $255K $438.16 $39K
87 META 0.09% 345 $255K $738.98 +345 NEW
88 V 0.08% 705 $250K $355.17 $22K +53 +8.1%
89 NFRA 0.08% 4,046 $250K $61.88 $17K
90 ABT 0.08% 1,756 $239K $136.01 $23K +128 +7.9%
91 GWW 0.08% 228 $237K $1,039.32 $13K +1 +0.4%
92 ITOT 0.08% 1,749 $236K $135.04 $15K -63 -3.5%
93 BINC 0.08% 4,397 $232K $52.84 +4,397 NEW
94 CVX 0.08% 1,609 $230K $143.17 -$7K +188 +13.2%
95 TSLA 0.07% 688 $219K $317.66 +688 NEW
96 INDY 0.07% 3,982 $217K $54.38 $14K
97 AXP 0.07% 661 $211K $318.98 +661 NEW
98 LII 0.07% 352 $202K $573.23 +352 NEW
99 GEVO —% 10,850 $14K $1.32 $2K
100 BSMQ —% -$200K -8,475 -100.0% SOLD

New Positions

SymbolValue% Port
ALL $363K 0.12%
PLTR $298K 0.10%
BA $288K 0.10%
CEG $261K 0.09%
META $255K 0.09%
BINC $232K 0.08%
TSLA $219K 0.07%
AXP $211K 0.07%
LII $202K 0.07%

Sold Out Positions

SymbolValue% Port
DIS —%
PEP —%
BSMR —%
BSMQ —%
View SEC EDGAR Filings for Pinnacle Financial Group, LLC / IL →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms