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Institutional Investment Manager
PINKERTON WEALTH, LLC
PINKERTON WEALTH, LLC (CIK: 0001536446) incorporated in Idaho, located at 2000 John Loop, Coeur D Alene, ID. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 654 holdings with a total value of $237,304,000.
#
Name
Shares
Value ($)
%
Options
Notes
651 SPDR S&P 500 ETF TR 75,263 16,279,000 6.86%
652 ISHARES TR 105,965 16,394,000 6.91%
653 VANGUARD INDEX FDS 147,472 16,418,000 6.92%
654 VANGUARD WHITEHALL FDS 254,931 18,391,000 7.75%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-133961, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.