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  Name: Pinnacle Financial Group LLC / IL
  City: Western Springs
  State: IL
  Zip: 60558
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $195,266,000
  Total Value Change : $27,216,000
  Securities Held Change : 6
   
All Securities Held : 63
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 31
  Unchanged Positions : 12
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 32 New $96.55 $950,000 9,570 0.49% 950,000 9,570 0    Closed - End Fund - E...
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 33 New $61.53 $944,000 16,285 0.48% 944,000 16,285 0.003    Closed - End Fund - E...
   (VTC)1 Year Chart         VTC Vanguard Total Corporate Bond 52 New $0.00 $375,000 4,835 0.19% 375,000 4,835 0.046    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 53 New $48.60 $355,000 7,200 0.18% 355,000 7,200 0.001    N/A
   (GEVO)1 Year Chart         GEVO Gevo Inc 63 New $0.73 $13,000 10,850 0.01% 13,000 10,850 0.009    Diversified Chemicals

      5 Records Found
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