Pinkerton Retirement Specialists, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Pinkerton Retirement Specialists, LLC is a prominent name in the world of retirement planning and investment management. As a leading financial institution, they are known for their expertise in analyzing market trends and making strategic investment decisions. In this article, we will take a closer look at the changes in their holdings as shown in the Q3 2023 vs. Q4 2023 13F Holdings Comparison.

The 13F Holdings Comparison provides valuable insights into the stocks and ETFs (Exchange-Traded Funds) that Pinkerton Retirement Specialists, LLC has bought or sold during the third and fourth quarters of 2023. This data can be useful for investors who are interested in understanding the investment strategy of Pinkerton Retirement Specialists, LLC and its potential impact on the market.

Let's delve into the key highlights of the Q3 2023 vs. Q4 2023 13F Holdings Comparison:

1. SPDR S&P 500 ETF Trust (SPY):

- Q3 2023: Pinkerton Retirement Specialists, LLC held 56,063 shares of SPY, with a value of $23,965,000.

- Q4 2023: The holdings increased significantly to 93,967 shares, with a value of $44,663,000.

- Change %: The holdings of SPY saw a remarkable change of 86.4%, indicating a notable increase in confidence towards this ETF.

2. Schwab U.S. Large-Cap ETF (SCHX):

- Q3 2023: Pinkerton Retirement Specialists, LLC held 906,440 shares of SCHX, with a value of $45,865,000.

- Q4 2023: The holdings decreased to 784,745 shares, with a value of $44,259,000.

- Change %: The holdings of SCHX experienced a decrease of 3.5%, suggesting a slight adjustment in their portfolio.

3. Schwab International Equity ETF (SCHF):

- Q3 2023: Pinkerton Retirement Specialists, LLC held 1,031,693 shares of SCHF, with a value of $35,036,000.

- Q4 2023: The holdings decreased to 889,781 shares, with a value of $32,886,000.

- Change %: The holdings of SCHF declined by 6.1%, signaling a potential shift in their international equity strategy.

4. Invesco QQQ Trust Series I (QQQ):

- Q3 2023: Pinkerton Retirement Specialists, LLC held 26,806 shares of QQQ, with a value of $9,603,000.

- Q4 2023: The holdings surged to 72,033 shares, with a value of $29,498,000.

- Change %: The holdings of QQQ skyrocketed by 207.2%, suggesting a strong belief in the potential of this technology-focused ETF.

These are just a selection of the holdings and changes made by Pinkerton Retirement Specialists, LLC during the specified period. The complete list unveils additional fascinating insights into their investment decisions.

Investors often closely follow the moves of renowned financial institutions like Pinkerton Retirement Specialists, LLC because they have a reputation for making well-informed and strategic investment choices. While it's essential to consider their moves, it's crucial to conduct personal research and consult with an investment advisor before making any investment decisions.

In conclusion, the Q3 2023 vs. Q4 2023 13F Holdings Comparison provides a glimpse into the investment strategy of Pinkerton Retirement Specialists, LLC. The changes in their holdings reveal interesting trends and potential opportunities in the market. Investors can utilize this data as a starting point for their further research and decision-making processes.

DISCLAIMER: The information presented in this article is for informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any securities. Investors are encouraged to conduct thorough research and consult with a qualified financial advisor before making any investment decisions.