PINKERTON WEALTH, LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$460.2M

Holdings

135

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
101
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
9,953$00.00%
102
RTXRTX CORPORATION COM
59,072$00.00%
103
NDQINVESCO QQQ TRUST SERIES I
26,806$00.00%
104
AAPLAPPLE INC COM
30,180$00.00%
105
XLREREAL ESTATE SELECT SECTOR SPDR FUND
36,507$00.00%
106
CVXCHEVRON CORP NEW COM
16,137$00.00%
107
LOWLOWES COS INC COM
14,037$00.00%
108
KMBKIMBERLY-CLARK CORP COM
19,895$00.00%
109
TRVCCITIGROUP INC COM NEW
50,725$00.00%
110
PIIPOLARIS INC COM
20,559$00.00%
111
GPCGENUINE PARTS CO COM
19,111$00.00%
112
WDAYWORKDAY INC CL A
10,351$00.00%
113
WBAWALGREENS BOOTS ALLIANCE INC COM
72,381$00.00%
114
SCHESCHWAB EMERGING MARKETS EQUITY ETF
61,547$00.00%
115
MSFTMICROSOFT CORP COM
11,047$00.00%
116
OLNOLIN CORP COM PAR $1
44,036$00.00%
117
SCHBSCHWAB U.S. BROAD MARKET ETF
566,057$00.00%
118
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
544,513$00.00%
119
ABBVABBVIE INC COM
19,978$00.00%
120
CLXCLOROX CO DEL COM
16,686$00.00%
121
EIXEDISON INTL COM
36,828$00.00%
122
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
87,064$00.00%
123
MRKMERCK & CO INC COM
28,866$00.00%
124
ADPAUTOMATIC DATA PROCESSING INC COM
12,116$00.00%
125
WMWASTE MGMT INC DEL COM
18,121$00.00%
126
NVONOVO-NORDISK A S ADR
28,266$00.00%
127
PSXPHILLIPS 66 COM
29,062$00.00%
128
ELVELEVANCE HEALTH INC COM
6,521$00.00%
129
IAU*ISHARES GOLD TRUST
68,873$00.00%
130
QCOMQUALCOMM INC COM
21,458$00.00%
131
GDGENERAL DYNAMICS CORP COM
8,876$00.00%
132
NKENIKE INC CL B
16,143$00.00%
133
IEFISHARES 7-10 YEAR TREASURY BOND ETF
154,932$00.00%
134
SCHXSCHWAB U.S. LARGE-CAP ETF
906,440$00.00%
135
BKBANK NEW YORK MELLON CORP COM
62,493$00.00%
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