PINKERTON WEALTH, LLC Q4 2023 Filing

Filed January 25, 2024

Portfolio Value

$519.1M

Holdings

128

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
INTCINTEL CORP COM
19,139$961K0.19%
2
SCHDSCHWAB US DIVIDEND EQUITY ETF
10,527$801K0.15%
3
XLEENERGY SELECT SECTOR SPDR FUND
7,791$653K0.13%
4
FSKFS KKR CAP CORP COM
31,166$622K0.12%
5
GAPGAP INC COM
29,357$613K0.12%
6
FCFSFIRSTCASH HOLDINGS INC COM
5,560$602K0.12%
7
ADBEADOBE INC COM
985$587K0.11%
8
VTIVANGUARD TOTAL STOCK MARKET ETF
2,438$578K0.11%
9
SCHPSCHWAB US TIPS ETF
10,884$568K0.11%
10
SCHMSCHWAB U.S. MID-CAP ETF
7,036$529K0.10%
11
TSLATESLA INC COM
2,059$511K0.10%
12
SNPSSYNOPSYS INC COM
988$508K0.10%
13
CEGCONSTELLATION ENERGY CORP COM
4,252$497K0.10%
14
ETRNUSDEQUITRANS MIDSTREAM CORP COM
48,322$491K0.09%
15
PRPERMIAN RESOURCES CORP CLASS A COM
35,756$486K0.09%
16
CRWDCROWDSTRIKE HLDGS INC CL A
1,895$483K0.09%
17
ZSZSCALER INC COM
2,123$470K0.09%
18
SWN1EURSOUTHWESTERN ENERGY CO COM
71,392$467K0.09%
19
XPOXPO INC COM
5,106$447K0.09%
20
KLACKLA CORP COM NEW
745$433K0.08%
21
SIRIEURSIRIUS XM HOLDINGS INC COM
76,529$418K0.08%
22
METAMETA PLATFORMS INC CL A
1,172$414K0.08%
23
LLYELI LILLY & CO COM
678$395K0.08%
24
TOLTOLL BROTHERS INC COM
3,785$389K0.07%
25
VSTVISTRA CORP COM
9,870$380K0.07%
26
BRBRBELLRING BRANDS INC COMMON STOCK
6,763$374K0.07%
27
SMCIUSDSUPER MICRO COMPUTER INC COM
1,305$370K0.07%
28
LRCXEURLAM RESEARCH CORP COM
448$350K0.07%
29
FANGDIAMONDBACK ENERGY INC COM
2,184$338K0.07%
30
UNMUNUM GROUP COM
6,667$301K0.06%
31
GOOGLALPHABET INC CAP STK CL A
1,957$273K0.05%
32
RGLDROYAL GOLD INC COM
2,225$269K0.05%
33
CATCATERPILLAR INC COM
884$261K0.05%
34
NVDANVIDIA CORPORATION COM
495$245K0.05%
35
WSMWILLIAMS SONOMA INC COM
1,159$233K0.04%
36
VOOVANGUARD S&P 500 ETF
513$224K0.04%
37
TRMBTRIMBLE INC COM
4,186$222K0.04%
38
ANETEURARISTA NETWORKS INC COM
931$219K0.04%
39
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
2,636$218K0.04%
40
TTTRANE TECHNOLOGIES PLC SHS
888$216K0.04%
41
MTNVAIL RESORTS INC COM
985$210K0.04%
42
AEOAMERICAN EAGLE OUTFITTERS INC COM
9,844$208K0.04%
43
ORCLORACLE CORP COM
1,956$206K0.04%
44
EVREVERCORE INC CLASS A
1,176$201K0.04%
45
TRYBARINGS BDC INC COM
22,555$193K0.04%
46
PLTRPALANTIR TECHNOLOGIES INC CL A
10,475$179K0.03%
47
NUNU HLDGS LTD ORD SHS CL A
16,090$134K0.03%
48
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
97,132$00.00%
49
EIXEDISON INTL COM
35,416$00.00%
50
IYJISHARES U.S. INDUSTRIALS ETF
42,479$00.00%
51
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
87,460$00.00%
52
MRKMERCK & CO INC COM
27,328$00.00%
53
WMWASTE MGMT INC DEL COM
16,954$00.00%
54
NVONOVO-NORDISK A S ADR
25,510$00.00%
55
PSXPHILLIPS 66 COM
26,518$00.00%
56
ELVELEVANCE HEALTH INC COM
5,699$00.00%
57
IAU*ISHARES GOLD TRUST
32,741$00.00%
58
QCOMQUALCOMM INC COM
20,231$00.00%
59
GDGENERAL DYNAMICS CORP COM
7,734$00.00%
60
NKENIKE INC CL B
14,454$00.00%
61
SCHXSCHWAB U.S. LARGE-CAP ETF
784,745$00.00%
62
BKBANK NEW YORK MELLON CORP COM
56,415$00.00%
63
SCHFSCHWAB INTERNATIONAL EQUITY ETF
889,781$00.00%
64
VRSNVERISIGN INC COM
6,951$00.00%
65
UPSUNITED PARCEL SERVICE INC CL B
15,278$00.00%
66
TXNTEXAS INSTRS INC COM
15,389$00.00%
67
SCHOSCHWAB SHORT-TERM US TREASURY ETF
28,628$00.00%
68
IYWISHARES U.S. TECHNOLOGY ETF
39,498$00.00%
69
MAMASTERCARD INCORPORATED CL A
5,556$00.00%
70
ORLYOREILLY AUTOMOTIVE INC COM
3,508$00.00%
71
PAGPENSKE AUTOMOTIVE GRP INC COM
20,833$00.00%
72
COPCONOCOPHILLIPS COM
21,727$00.00%
73
IQVIQVIA HLDGS INC COM
11,134$00.00%
74
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
295,420$00.00%
75
WMTWALMART INC COM
17,644$00.00%
76
MCDMCDONALDS CORP COM
9,622$00.00%
77
OMCOMNICOM GROUP INC COM
26,987$00.00%
78
XOMEXXON MOBIL CORP COM
29,198$00.00%
79
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
31,660$00.00%
80
ADIANALOG DEVICES INC COM
13,772$00.00%
81
IJKISHARES S&P MID-CAP 400 GROWTH ETF
349,115$00.00%
82
ADPAUTOMATIC DATA PROCESSING INC COM
11,547$00.00%
83
IPINTERNATIONAL PAPER CO COM
66,414$00.00%
84
MMM3M CO COM
20,428$00.00%
85
ULUNILEVER PLC SPON ADR NEW
50,136$00.00%
86
GQ9SPDR GOLD SHARES
31,678$00.00%
87
LNGCHENIERE ENERGY INC COM NEW
12,358$00.00%
88
JPMJPMORGAN CHASE & CO COM
18,780$00.00%
89
METMETLIFE INC COM
42,584$00.00%
90
CAHCARDINAL HEALTH INC COM
10,303$00.00%
91
IVWISHARES S&P 500 GROWTH ETF
358,086$00.00%
92
PGPROCTER AND GAMBLE CO COM
17,691$00.00%
93
SPYSPDR S&P 500 ETF TRUST
93,967$00.00%
94
SGOLABRDN PHYSICAL GOLD SHARES ETF
281,129$00.00%
95
CMICUMMINS INC COM
10,933$00.00%
96
AMZNAMAZON COM INC COM
10,691$00.00%
97
INTUINTUIT COM
4,181$00.00%
98
ABTABBOTT LABS COM
23,988$00.00%
99
CIONCION INVT CORP COM
782,480$00.00%
100
AVGOBROADCOM INC COM
3,730$00.00%
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