PINKERTON WEALTH, LLC - Portfolio overview

PINKERTON WEALTH, LLC has 171 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 6.40%
2. IYZ - ISHARES TR, 5.00%
3. IYW - ISHARES TR, 4.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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