Pinnacle-Financial-Group-Llc--Il

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  "ABT",
  "ABBV",
  null,
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "GEVO",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "VHT",
  null,
  "EEM",
  null,
  "PEP",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "IEFA",
  null,
  "GLD",
  null,
  "VNQ",
  "VO",
  "VV",
  "VOE",
  null,
  "VWO",
  "PRF",
  "VCIT",
  null,
  "VIG",
  null,
  null,
  "VYM",
  "SDY",
  "VIGI",
  "AMZN",
  "IVE",
  null,
  null,
  "VEU",
  "ESGV",
  "VUG",
  "VYMI",
  "VOOV",
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VTV",
  "V",
  null,
  null,
  "XLO",
  "DVY",
  null,
  "DGRO",
  "GWW",
  "BRK-B",
  "CVX",
  null,
  null,
  "DFAC",
  "QQQ",
  "EPD",
  "DIS",
  "XOM",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 95
Total Value: 275244429
Accession Number: 0001104659-25-049188
Form Type: 13F-HR
CIK: pinnacle-financial-group-llc--il
Manager Name: Pinnacle-Financial-Group-Llc--Il

Data Enrichment

63% identified

60 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $275.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V203

Shares:117.0K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$275.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.1K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$275.2M)

922908553

VNQ|922908553

Shares:35.4K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$275.2M)

46138J783

Shares:162.0K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$275.2M)

922908512

VOE|922908512

Shares:18.4K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$275.2M)

922908637

VV|922908637

Shares:10.0K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$275.2M)

25434V104

Shares:63.9K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$275.2M)

Apple Inc.

AAPL|037833100

Shares:10.8K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$275.2M)

46138J791

Shares:118.9K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$275.2M)

72201R585

Shares:77.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$275.2M)

464287309

IVW|464287309

Shares:20.5K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$275.2M)

25434V302

Shares:72.7K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$275.2M)

464287119

Shares:22.8K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$275.2M)

72201R775

Shares:18.6K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$275.2M)

69344A800

Shares:41.1K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$275.2M)

78467V848

Shares:42.5K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$275.2M)

922908595

VBK|922908595

Shares:5.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$275.2M)

464287507

IJH|464287507

Shares:22.4K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$275.2M)

922908744

VTV|922908744

Shares:6.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$275.2M)

921909768

VXUS|921909768

Shares:16.3K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$275.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V203)✕	117.0K	QoQ +3.03% (+3.4K) YoY -4.05% (-4.9K)	All Managers (Combined)	$3.7M	1.3% ($3.7M/$275.2M)	QoQ +10.19% (+$338.2K) YoY -0.84% (-$31.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.1K	QoQ -1.13% (-70) YoY -2.56% (-161)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$275.2M)	QoQ +16.16% (-$453.8K) YoY +23.40% (-$618.4K)
(VNQcusip922908553)	35.4K	QoQ -2.48% (-904) YoY -1.56% (-564)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$275.2M)	QoQ -0.89% (-$28.9K) YoY +3.05% (-$95.0K)
(cusip46138J783)✕	162.0K	QoQ NEW(+162.0K) YoY NEW(+162.0K)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$275.2M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(VOEcusip922908512)	18.4K	QoQ +8.26% (+1.4K) YoY +11.26% (+1.9K)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$275.2M)	QoQ +7.44% (+$204.4K) YoY +14.57% (+$375.3K)
(VVcusip922908637)	10.0K	QoQ -3.57% (-372) YoY -18.94% (-2.3K)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$275.2M)	QoQ -8.10% (-$227.5K) YoY -13.10% (-$388.9K)
(cusip25434V104)✕	63.9K	QoQ -5.24% (-3.5K) YoY -5.67% (-3.8K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$275.2M)	QoQ -10.04% (-$274.3K) YoY -0.76% (-$19.1K)
Apple Inc.(AAPLcusip037833100)	10.8K	QoQ -0.47% (-52) YoY -2.34% (-260)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$275.2M)	QoQ -11.72% (-$319.3K) YoY +26.49% (-$503.7K)
(cusip46138J791)✕	118.9K	QoQ NEW(+118.9K) YoY NEW(+118.9K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$275.2M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(cusip72201R585)✕	77.7K	QoQ +148.93% (+46.5K) YoY NEW(+77.7K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$275.2M)	QoQ +153.06% (+$1.2M) YoY NEW(+$2.0M)
(IVWcusip464287309)	20.5K	QoQ -4.32% (-927) YoY -2.56% (-540)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$275.2M)	QoQ -12.52% (-$272.4K) YoY +7.11% (-$126.3K)
(cusip25434V302)✕	72.7K	QoQ +11.93% (+7.8K) YoY +16.36% (+10.2K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$275.2M)	QoQ +14.22% (+$234.6K) YoY +21.87% (+$338.0K)
(cusip464287119)✕	22.8K	QoQ -1.20% (-278) YoY -1.25% (-291)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$275.2M)	QoQ -10.69% (-$221.4K) YoY +5.95% (-$103.8K)
(cusip72201R775)✕	18.6K	QoQ +181.35% (+12.0K) YoY NEW(+18.6K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$275.2M)	QoQ +187.74% (+$1.1M) YoY NEW(+$1.7M)
(cusip69344A800)✕	41.1K	QoQ +86.78% (+19.1K) YoY NEW(+41.1K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$275.2M)	QoQ +90.34% (+$814.3K) YoY NEW(+$1.7M)
(cusip78467V848)✕	42.5K	QoQ +166.70% (+26.5K) YoY NEW(+42.5K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$275.2M)	QoQ +172.79% (+$1.1M) YoY NEW(+$1.7M)
(VBKcusip922908595)	5.3K	QoQ -0.76% (-41) YoY +11.19% (+532)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$275.2M)	QoQ -10.79% (-$161.1K) YoY +7.36% (+$91.2K)
(IJHcusip464287507)	22.4K	QoQ +0.04% (-10) YoY +0.18% (-42)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$275.2M)	QoQ -6.31% (-$88.0K) YoY -3.75% (-$50.9K)
(VTVcusip922908744)	6.3K	QoQ +2.80% (+171) YoY +20.19% (+1.1K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$275.2M)	QoQ +4.89% (+$50.5K) YoY +27.48% (+$233.3K)
(VXUScusip921909768)	16.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$275.2M)	QoQ +5.37% (+$51.6K) YoY +2.98% (+$29.3K)