$1.84 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 934 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 5.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $109,677,000 | -12.5% | 356,498 | -19.4% | 5.96% | -16.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $70,677,000 | -2.1% | 211,046 | -9.8% | 3.84% | -6.8% |
| AAPL | Buy | APPLE INC | $65,478,000 | +18.1% | 565,383 | +272.0% | 3.56% | +12.4% |
| MSFT | Sell | MICROSOFT CORP | $56,719,000 | +0.4% | 269,669 | -2.9% | 3.08% | -4.5% |
| AMZN | Sell | AMAZON COM INC | $40,930,000 | +12.9% | 12,999 | -1.1% | 2.22% | +7.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $39,218,000 | +3.6% | 180,818 | -8.3% | 2.13% | -1.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $38,850,000 | +8.8% | 170,682 | -3.4% | 2.11% | +3.6% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $28,770,000 | -0.1% | 703,406 | -5.3% | 1.56% | -5.0% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $27,313,000 | +8.5% | 584,365 | +8.9% | 1.48% | +3.2% |
| V | Buy | VISA INC | $26,674,000 | +5.0% | 133,389 | +1.5% | 1.45% | -0.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $25,242,000 | +5.0% | 262,188 | +2.6% | 1.37% | -0.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $25,039,000 | +7.4% | 80,310 | +1.6% | 1.36% | +2.2% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $24,098,000 | -1.3% | 290,869 | -1.5% | 1.31% | -6.1% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $23,514,000 | -14.9% | 660,680 | +0.4% | 1.28% | -19.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $22,700,000 | +5.7% | 59,224 | +0.6% | 1.23% | +0.6% |
| HD | Buy | HOME DEPOT INC | $21,568,000 | +16.3% | 77,667 | +4.9% | 1.17% | +10.7% |
| INTC | Sell | INTEL CORP | $21,286,000 | -16.4% | 411,103 | -3.4% | 1.16% | -20.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $20,980,000 | -0.2% | 485,194 | -8.6% | 1.14% | -5.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $19,987,000 | +3.2% | 13,637 | -0.2% | 1.09% | -1.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $19,174,000 | +5.7% | 301,245 | +1.0% | 1.04% | +0.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $18,670,000 | +1.3% | 342,940 | +0.7% | 1.01% | -3.7% |
| AMGN | Buy | AMGEN INC | $18,559,000 | +23.3% | 73,025 | +14.4% | 1.01% | +17.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $18,421,000 | +7.7% | 155,933 | +2.7% | 1.00% | +2.6% |
| NKE | Buy | NIKE INCcl b | $17,498,000 | +30.0% | 139,388 | +1.5% | 0.95% | +23.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $17,341,000 | +10.1% | 291,511 | +2.1% | 0.94% | +4.8% |
| NEE | Buy | NEXTERA ENERGY INC | $17,184,000 | +18.5% | 61,908 | +2.5% | 0.93% | +12.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $17,140,000 | +13.6% | 86,997 | +0.4% | 0.93% | +8.0% |
| HCA | Sell | HCA HEALTHCARE INC | $16,991,000 | +26.8% | 136,273 | -1.3% | 0.92% | +20.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $16,700,000 | +5.2% | 98,059 | -3.3% | 0.91% | +0.1% |
| UNP | Sell | UNION PAC CORP | $16,134,000 | +15.5% | 81,952 | -0.8% | 0.88% | +9.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $15,743,000 | +4.3% | 105,741 | -1.5% | 0.86% | -0.8% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $15,652,000 | +54.6% | 93,932 | +3.2% | 0.85% | +47.2% |
| GLD | Buy | SPDR GOLD TR | $15,509,000 | +7.0% | 87,565 | +1.1% | 0.84% | +1.9% |
| PEP | Buy | PEPSICO INC | $15,392,000 | +5.2% | 111,050 | +0.4% | 0.84% | +0.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $15,195,000 | +7.7% | 109,325 | -7.3% | 0.83% | +2.6% |
| EMR | Buy | EMERSON ELEC CO | $14,539,000 | +18.8% | 221,726 | +12.4% | 0.79% | +13.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $14,160,000 | +3.4% | 105,990 | +3.4% | 0.77% | -1.7% |
| SPGI | Buy | S&P GLOBAL INC | $13,441,000 | +117.4% | 37,274 | +98.6% | 0.73% | +106.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $12,765,000 | -5.5% | 91,514 | +0.9% | 0.69% | -10.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $12,718,000 | -0.0% | 132,761 | -0.7% | 0.69% | -4.8% |
| FB | Buy | FACEBOOK INCcl a | $12,581,000 | +15.4% | 48,038 | +0.1% | 0.68% | +10.0% |
| CLX | Sell | CLOROX CO DEL | $12,517,000 | -13.9% | 59,554 | -10.1% | 0.68% | -18.1% |
| HON | Buy | HONEYWELL INTL INC | $12,028,000 | +16.8% | 73,066 | +2.6% | 0.65% | +11.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $11,336,000 | +10.3% | 40,848 | +2.5% | 0.62% | +4.9% |
| T | Buy | AT&T INC | $11,325,000 | -4.4% | 397,209 | +1.4% | 0.62% | -9.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $11,300,000 | +19.1% | 244,264 | +0.3% | 0.61% | +13.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $10,998,000 | +5.3% | 62,398 | -2.1% | 0.60% | +0.3% |
| LLY | Buy | LILLY ELI & CO | $10,904,000 | -7.7% | 73,668 | +2.4% | 0.59% | -12.1% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $10,833,000 | -4.4% | 88,920 | -4.4% | 0.59% | -9.0% |
| DHR | Sell | DANAHER CORPORATION | $10,807,000 | +10.8% | 50,188 | -9.0% | 0.59% | +5.4% |
| KO | Buy | COCA COLA CO | $10,529,000 | +11.7% | 213,261 | +1.1% | 0.57% | +6.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $10,518,000 | +4.1% | 56,758 | -0.1% | 0.57% | -0.9% |
| PFE | Buy | PFIZER INC | $9,906,000 | +14.4% | 269,928 | +1.9% | 0.54% | +8.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $9,909,000 | -11.7% | 66,155 | -15.6% | 0.54% | -16.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,819,000 | +10.7% | 29,219 | +2.0% | 0.53% | +5.5% |
| ETN | Buy | EATON CORP PLC | $9,788,000 | +17.8% | 95,937 | +1.0% | 0.53% | +12.2% |
| ABBV | Buy | ABBVIE INC | $9,734,000 | -9.6% | 111,133 | +1.3% | 0.53% | -14.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $9,704,000 | +12.2% | 109,564 | +1.2% | 0.53% | +6.7% |
| CVX | Buy | CHEVRON CORP NEW | $9,531,000 | -19.1% | 132,361 | +0.2% | 0.52% | -23.0% |
| CVS | Buy | CVS HEALTH CORP | $9,443,000 | +41.5% | 161,690 | +57.4% | 0.51% | +34.6% |
| AZO | Buy | AUTOZONE INC | $9,154,000 | +6.8% | 7,773 | +2.3% | 0.50% | +1.4% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $8,983,000 | +28.3% | 314,964 | +1.0% | 0.49% | +22.0% |
| DG | Sell | DOLLAR GEN CORP NEW | $8,958,000 | +8.7% | 42,733 | -1.2% | 0.49% | +3.6% |
| TFC | Buy | TRUIST FINL CORP | $8,952,000 | +2.3% | 235,261 | +0.9% | 0.49% | -2.8% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $8,645,000 | +2.3% | 48,997 | -1.6% | 0.47% | -2.7% |
| MDT | Buy | MEDTRONIC PLC | $8,399,000 | +18.8% | 80,819 | +4.9% | 0.46% | +13.2% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $8,320,000 | +7.8% | 48,129 | -1.4% | 0.45% | +2.5% |
| SPSB | Buy | SPDR SER TRportfolio short | $8,239,000 | +12.4% | 262,649 | +12.3% | 0.45% | +6.9% |
| TJX | Buy | TJX COS INC NEW | $8,196,000 | +12.2% | 147,272 | +1.9% | 0.44% | +6.7% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,050,000 | +8.5% | 23,757 | +3.9% | 0.44% | +3.1% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $7,965,000 | +4.1% | 85,208 | +3.7% | 0.43% | -0.9% |
| KMB | Buy | KIMBERLY CLARK CORP | $7,703,000 | +6.5% | 52,166 | +1.9% | 0.42% | +1.5% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $7,584,000 | +17.9% | 209,054 | +7.6% | 0.41% | +12.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,567,000 | +3.5% | 107,739 | +0.6% | 0.41% | -1.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $7,555,000 | +20.1% | 21,282 | +2.6% | 0.41% | +14.5% |
| ORCL | Buy | ORACLE CORP | $7,203,000 | +8.8% | 120,656 | +0.7% | 0.39% | +3.4% |
| DLR | Buy | DIGITAL RLTY TR INC | $7,118,000 | +624.8% | 48,506 | +601.5% | 0.39% | +591.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $7,117,000 | -5.8% | 29,440 | +0.7% | 0.39% | -10.2% |
| USB | Buy | US BANCORP DEL | $6,953,000 | +18.7% | 193,927 | +21.9% | 0.38% | +12.8% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $6,931,000 | +6.4% | 32,245 | -1.2% | 0.38% | +1.3% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $6,744,000 | -8.3% | 83,329 | -10.8% | 0.37% | -12.9% |
| GD | Buy | GENERAL DYNAMICS CORP | $6,592,000 | -6.7% | 47,616 | +0.8% | 0.36% | -11.2% |
| MMM | Buy | 3M CO | $6,541,000 | +6.4% | 40,829 | +3.6% | 0.36% | +1.1% |
| CSCO | Buy | CISCO SYS INC | $6,461,000 | -15.2% | 164,003 | +0.3% | 0.35% | -19.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $6,459,000 | +20.8% | 30,329 | +1.2% | 0.35% | +15.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $6,466,000 | +14.5% | 112,541 | +1.9% | 0.35% | +9.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $6,345,000 | -2.5% | 80,352 | -3.0% | 0.34% | -7.3% |
| DIS | Buy | DISNEY WALT CO | $6,149,000 | +11.4% | 49,556 | +0.1% | 0.33% | +6.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $6,131,000 | -10.1% | 45,513 | -10.3% | 0.33% | -14.6% |
| BMO | Buy | BANK MONTREAL QUE | $6,073,000 | +52.6% | 103,982 | +38.6% | 0.33% | +45.4% |
| COF | Buy | CAPITAL ONE FINL CORP | $6,054,000 | +16.4% | 84,244 | +1.4% | 0.33% | +10.8% |
| VLO | Sell | VALERO ENERGY CORP | $6,045,000 | -29.7% | 139,524 | -4.6% | 0.33% | -33.2% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $5,914,000 | -11.6% | 45,795 | -14.3% | 0.32% | -16.0% |
| XOM | Buy | EXXON MOBIL CORP | $5,795,000 | -4.3% | 168,797 | +24.6% | 0.32% | -9.0% |
| QCOM | Sell | QUALCOMM INC | $5,720,000 | +25.3% | 48,610 | -2.9% | 0.31% | +19.2% |
| SHV | Sell | ISHARES TRshort treas bd | $5,626,000 | -8.8% | 50,826 | -8.7% | 0.31% | -13.1% |
| DOW | Buy | DOW INC | $5,633,000 | +17.9% | 119,730 | +2.2% | 0.31% | +12.1% |
| ABT | Sell | ABBOTT LABS | $5,590,000 | +18.4% | 51,355 | -0.5% | 0.30% | +13.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $5,489,000 | +0.4% | 91,053 | -4.8% | 0.30% | -4.5% |
| IGSB | Buy | ISHARES TR | $5,421,000 | +2.4% | 98,711 | +2.1% | 0.30% | -2.3% |
| BAC | Buy | BK OF AMERICA CORP | $5,413,000 | +4.7% | 224,715 | +3.2% | 0.29% | -0.3% |
| MCD | Sell | MCDONALDS CORP | $5,183,000 | +15.5% | 23,615 | -3.0% | 0.28% | +10.2% |
| BLK | Buy | BLACKROCK INC | $4,954,000 | +35.9% | 8,790 | +31.2% | 0.27% | +29.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $4,936,000 | +4192.2% | 30,234 | +4206.8% | 0.27% | +3728.6% |
| DVY | Sell | ISHARES TRselect divid etf | $4,886,000 | -10.4% | 59,923 | -11.3% | 0.26% | -14.8% |
| SO | Buy | SOUTHERN CO | $4,772,000 | +9.0% | 88,009 | +4.3% | 0.26% | +3.6% |
| CRM | Buy | SALESFORCE COM INC | $4,730,000 | +39.9% | 18,824 | +4.3% | 0.26% | +33.2% |
| AXP | Sell | AMERICAN EXPRESS CO | $4,672,000 | -26.1% | 46,599 | -29.8% | 0.25% | -29.6% |
| GM | Buy | GENERAL MTRS CO | $4,382,000 | +17.0% | 148,084 | +0.0% | 0.24% | +11.2% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $4,310,000 | +2.9% | 35,197 | +1.2% | 0.23% | -2.1% |
| ICSH | Buy | ISHARESultr sh trm bd | $4,204,000 | +79.9% | 83,127 | +79.9% | 0.23% | +71.4% |
| EFG | Sell | ISHARES TReafe value etf | $4,181,000 | +4.8% | 46,510 | -3.1% | 0.23% | -0.4% |
| DE | Sell | DEERE & CO | $4,107,000 | +40.7% | 18,532 | -0.2% | 0.22% | +33.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,972,000 | +9.5% | 35,315 | +5.3% | 0.22% | +4.3% |
| MRK | Sell | MERCK & CO INC | $3,916,000 | -5.4% | 47,216 | -11.8% | 0.21% | -9.7% |
| D | Sell | DOMINION ENERGY INC | $3,861,000 | -6.3% | 48,914 | -3.7% | 0.21% | -10.6% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $3,849,000 | -0.7% | 37,456 | +1.8% | 0.21% | -5.4% |
| MO | Sell | ALTRIA GROUP INC | $3,823,000 | -2.0% | 98,932 | -0.5% | 0.21% | -6.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,826,000 | -0.6% | 2,603 | -4.4% | 0.21% | -5.5% |
| PM | Buy | PHILIP MORRIS INTL INC | $3,787,000 | +7.6% | 50,503 | +0.6% | 0.21% | +2.5% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $3,579,000 | +2.0% | 44,268 | -3.4% | 0.19% | -3.0% |
| WMT | Sell | WALMART INC | $3,556,000 | +15.4% | 25,417 | -1.2% | 0.19% | +9.7% |
| WM | Sell | WASTE MGMT INC DEL | $3,354,000 | +5.4% | 29,629 | -1.4% | 0.18% | 0.0% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $3,259,000 | +8.7% | 14,102 | -2.4% | 0.18% | +3.5% |
| NVDA | Buy | NVIDIA CORPORATION | $3,208,000 | +251.0% | 5,926 | +146.0% | 0.17% | +234.6% |
| RHI | Sell | ROBERT HALF INTL INC | $3,166,000 | +0.2% | 59,803 | -0.0% | 0.17% | -4.4% |
| KMX | CARMAX INC | $3,167,000 | +2.7% | 34,452 | 0.0% | 0.17% | -2.3% | |
| MCO | Buy | MOODYS CORP | $3,095,000 | +6.0% | 10,679 | +0.5% | 0.17% | +0.6% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $3,086,000 | -4.3% | 51,609 | -5.1% | 0.17% | -8.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,047,000 | +26.5% | 10,966 | +12.7% | 0.17% | +20.3% |
| ECL | Buy | ECOLAB INC | $3,062,000 | +2.4% | 15,321 | +1.9% | 0.17% | -2.9% |
| BKNG | BOOKING HOLDINGS INC | $3,043,000 | +7.5% | 1,779 | 0.0% | 0.16% | +1.9% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,981,000 | +0.5% | 90,177 | 0.0% | 0.16% | -4.1% | |
| CME | Buy | CME GROUP INC | $2,971,000 | +14.5% | 17,757 | +11.3% | 0.16% | +8.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,787,000 | +7.7% | 63,220 | -2.3% | 0.15% | +2.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,715,000 | -6.6% | 45,022 | -8.9% | 0.15% | -10.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,667,000 | +23.5% | 8,954 | +0.1% | 0.14% | +17.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $2,594,000 | +10.4% | 7,670 | -3.5% | 0.14% | +5.2% |
| EFV | Sell | ISHARES TReafe value etf | $2,587,000 | -0.4% | 64,120 | -1.3% | 0.14% | -4.7% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,539,000 | +3.1% | 31,067 | +0.4% | 0.14% | -2.1% |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,349,000 | +13.0% | 10,538 | 0.0% | 0.13% | +7.6% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,266,000 | -9.1% | 18,625 | -9.8% | 0.12% | -13.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,250,000 | +17.7% | 5,094 | -3.4% | 0.12% | +11.9% |
| NFLX | Sell | NETFLIX INC | $2,252,000 | +8.9% | 4,503 | -0.9% | 0.12% | +3.4% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,242,000 | -15.4% | 26,998 | -15.4% | 0.12% | -19.2% |
| NHI | NATIONAL HEALTH INVS INC | $2,193,000 | -0.8% | 36,393 | 0.0% | 0.12% | -5.6% | |
| KKR | KKR & CO INC | $2,125,000 | +11.2% | 61,877 | 0.0% | 0.12% | +5.5% | |
| CPRT | Sell | COPART INC | $2,100,000 | +20.9% | 19,972 | -4.3% | 0.11% | +15.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,082,000 | +35.9% | 19,258 | +28.0% | 0.11% | +29.9% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,082,000 | +4.6% | 26,982 | -0.7% | 0.11% | -0.9% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $2,041,000 | +3.6% | 34,576 | -0.4% | 0.11% | -1.8% |
| SBUX | Sell | STARBUCKS CORP | $2,050,000 | +12.0% | 23,864 | -4.0% | 0.11% | +6.7% |
| MLN | Sell | VANECK VECTORS ETF TRlong muni etf | $2,032,000 | +0.0% | 94,988 | -1.1% | 0.11% | -5.2% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $1,984,000 | +7.7% | 60,526 | -0.6% | 0.11% | +2.9% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $1,994,000 | +1.9% | 39,813 | -0.0% | 0.11% | -3.6% |
| BX | BLACKSTONE GROUP INC | $1,989,000 | -7.9% | 38,110 | 0.0% | 0.11% | -12.2% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,914,000 | +7.3% | 37,937 | +1.2% | 0.10% | +2.0% |
| LOW | Buy | LOWES COS INC | $1,907,000 | +39.1% | 11,503 | +13.4% | 0.10% | +33.3% |
| RY | Buy | ROYAL BK CDA | $1,883,000 | +3.6% | 26,841 | +0.1% | 0.10% | -1.9% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,861,000 | -47.1% | 32,364 | -43.3% | 0.10% | -49.8% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $1,773,000 | +5.7% | 7,412 | -1.1% | 0.10% | 0.0% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $1,733,000 | -23.7% | 34,758 | -23.7% | 0.09% | -27.7% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $1,737,000 | +10.2% | 150,635 | +6.3% | 0.09% | +4.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,701,000 | -7.0% | 20,276 | -9.6% | 0.09% | -11.5% |
| HSTM | HEALTHSTREAM INC | $1,669,000 | -9.3% | 83,181 | 0.0% | 0.09% | -13.3% | |
| EOG | Buy | EOG RES INC | $1,619,000 | -22.6% | 45,037 | +9.1% | 0.09% | -26.1% |
| C | Sell | CITIGROUP INC | $1,622,000 | -17.0% | 37,629 | -1.6% | 0.09% | -21.4% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,605,000 | -25.2% | 17,375 | -26.1% | 0.09% | -28.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,602,000 | +13.5% | 2,299 | -5.9% | 0.09% | +7.4% |
| JLL | Sell | JONES LANG LASALLE INC | $1,501,000 | -10.3% | 15,693 | -3.0% | 0.08% | -14.6% |
| GIS | Sell | GENERAL MLS INC | $1,500,000 | -7.6% | 24,326 | -7.6% | 0.08% | -11.8% |
| HHC | Buy | HOWARD HUGHES CORP | $1,495,000 | +34.3% | 25,944 | +21.1% | 0.08% | +26.6% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,444,000 | +6.3% | 2,945 | -5.7% | 0.08% | 0.0% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,329,000 | +6.5% | 25,483 | +0.4% | 0.07% | +1.4% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $1,281,000 | -55.3% | 6,546 | -58.9% | 0.07% | -57.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $1,282,000 | +9.4% | 24,279 | -1.4% | 0.07% | +4.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,257,000 | +5.4% | 21,905 | -1.6% | 0.07% | 0.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,215,000 | -7.7% | 5,377 | -12.3% | 0.07% | -12.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,201,000 | +17.9% | 66,762 | +11.3% | 0.06% | +12.1% |
| CAT | Sell | CATERPILLAR INC DEL | $1,202,000 | +8.1% | 8,057 | -8.4% | 0.06% | +3.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,153,000 | -6.0% | 11,614 | -7.8% | 0.06% | -10.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,165,000 | -39.6% | 6,148 | -44.2% | 0.06% | -42.7% |
| IJJ | ISHARES TRs&p mc 400vl etf | $1,162,000 | +1.5% | 8,613 | 0.0% | 0.06% | -3.1% | |
| ALL | Buy | ALLSTATE CORP | $1,151,000 | +1.9% | 12,222 | +5.0% | 0.06% | -1.6% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,146,000 | +22.7% | 5,358 | +0.8% | 0.06% | +17.0% |
| CSX | Sell | CSX CORP | $1,130,000 | +10.7% | 14,544 | -0.7% | 0.06% | +5.2% |
| SYY | Buy | SYSCO CORP | $1,108,000 | +13.8% | 17,820 | +0.0% | 0.06% | +7.1% |
| TXN | Buy | TEXAS INSTRS INC | $1,103,000 | +13.1% | 7,717 | +0.6% | 0.06% | +7.1% |
| NHC | NATIONAL HEALTHCARE CORP | $1,090,000 | -1.8% | 17,491 | 0.0% | 0.06% | -6.3% | |
| APO | APOLLO GLOBAL MGMT INC | $1,074,000 | -10.4% | 24,000 | 0.0% | 0.06% | -14.7% | |
| SYK | Buy | STRYKER CORPORATION | $1,065,000 | +15.8% | 5,113 | +0.1% | 0.06% | +9.4% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $1,002,000 | +7.4% | 13,911 | 0.0% | 0.05% | +1.9% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $949,000 | +3.2% | 8,581 | -0.3% | 0.05% | -1.9% |
| NOC | NORTHROP GRUMMAN CORP | $949,000 | +2.5% | 3,012 | 0.0% | 0.05% | -1.9% | |
| RDSB | Sell | ROYAL DUTCH SHELL PLCspon ard b | $926,000 | -76.4% | 38,252 | -70.4% | 0.05% | -77.7% |
| FDX | Buy | FEDEX CORP | $899,000 | +162.1% | 3,571 | +45.8% | 0.05% | +145.0% |
| AFL | Sell | AFLAC INC | $887,000 | -13.5% | 24,365 | -14.5% | 0.05% | -18.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $884,000 | +19.3% | 7,573 | +6.8% | 0.05% | +14.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $870,000 | +1.0% | 7,372 | +1.2% | 0.05% | -4.1% |
| KMI | Buy | KINDER MORGAN INC DEL | $807,000 | -16.8% | 65,447 | +2.4% | 0.04% | -20.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC INC | $806,000 | +36.8% | 9,314 | +1.1% | 0.04% | +29.4% |
| TGT | Sell | TARGET CORP | $789,000 | +28.1% | 5,014 | -2.3% | 0.04% | +22.9% |
| WPC | Buy | WP CAREY INC | $787,000 | -2.7% | 12,064 | +1.0% | 0.04% | -6.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $799,000 | +99.3% | 6,205 | +81.4% | 0.04% | +87.0% |
| IYR | Sell | ISHARES TRu.s. real es etf | $766,000 | +0.1% | 9,593 | -1.3% | 0.04% | -4.5% |
| SON | SONOCO PRODS CO | $781,000 | -2.3% | 15,289 | 0.0% | 0.04% | -8.7% | |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $775,000 | -13.5% | 4,301 | -20.7% | 0.04% | -17.6% |
| CB | Sell | CHUBB LIMITED | $768,000 | -23.8% | 6,615 | -16.9% | 0.04% | -27.6% |
| PAYX | Sell | PAYCHEX INC | $768,000 | -17.8% | 9,635 | -21.8% | 0.04% | -20.8% |
| LIN | Sell | LINDE PLC | $750,000 | +12.1% | 3,149 | -0.2% | 0.04% | +7.9% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $752,000 | -13.2% | 47,646 | -0.1% | 0.04% | -16.3% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $730,000 | -0.7% | 6,832 | -1.2% | 0.04% | -4.8% |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $739,000 | – | 7,123 | +100.0% | 0.04% | – |
| PH | Buy | PARKER-HANNIFIN CORP | $734,000 | +13.3% | 3,628 | +2.5% | 0.04% | +8.1% |
| HRL | HORMEL FOODS CORP | $716,000 | +1.4% | 14,636 | 0.0% | 0.04% | -2.5% | |
| GPC | Sell | GENUINE PARTS CO | $713,000 | +3.9% | 7,493 | -5.0% | 0.04% | 0.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $711,000 | +2.6% | 6,575 | +8.2% | 0.04% | -2.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $714,000 | +12.1% | 6,759 | +6.2% | 0.04% | +8.3% |
| LNC | LINCOLN NATL CORP IND | $705,000 | -14.9% | 22,500 | 0.0% | 0.04% | -19.1% | |
| WMB | Buy | WILLIAMS COS INC DEL | $683,000 | +4.0% | 34,748 | +0.5% | 0.04% | -2.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $672,000 | +2.3% | 11,314 | -2.8% | 0.04% | -2.6% |
| EOS | EATON VANCE ENH EQTY INC FD | $680,000 | +4.8% | 36,841 | 0.0% | 0.04% | 0.0% | |
| SLB | Sell | SCHLUMBERGER LTD | $636,000 | -67.2% | 40,894 | -61.2% | 0.04% | -68.5% |
| LULU | Sell | LULULEMON ATHLETICA INC | $605,000 | +3.4% | 1,835 | -2.1% | 0.03% | 0.0% |
| BA | Sell | BOEING CO | $609,000 | -25.4% | 3,683 | -17.2% | 0.03% | -29.8% |
| NOW | SERVICENOW INC | $592,000 | +19.8% | 1,219 | 0.0% | 0.03% | +14.3% | |
| WFC | Sell | WELLS FARGO CO NEW | $580,000 | -15.3% | 24,687 | -7.7% | 0.03% | -17.9% |
| LUV | SOUTHWEST AIRLS CO | $576,000 | +9.7% | 15,367 | 0.0% | 0.03% | +3.3% | |
| KR | Buy | KROGER CO | $562,000 | +1.6% | 16,568 | +1.5% | 0.03% | -3.1% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $560,000 | -8.5% | 14,866 | -1.0% | 0.03% | -14.3% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $529,000 | +25.1% | 24,092 | +37.1% | 0.03% | +20.8% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $521,000 | +33.6% | 419 | +12.9% | 0.03% | +27.3% |
| HUM | Sell | HUMANA INC | $511,000 | -18.5% | 1,236 | -23.6% | 0.03% | -22.2% |
| ENB | Sell | ENBRIDGE INC | $518,000 | -15.9% | 17,758 | -12.4% | 0.03% | -20.0% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $501,000 | +5.7% | 15,948 | 0.0% | 0.03% | 0.0% | |
| HSY | Sell | HERSHEY CO | $504,000 | -3.4% | 3,520 | -12.4% | 0.03% | -10.0% |
| CTAS | Sell | CINTAS CORP | $496,000 | +24.6% | 1,490 | -0.3% | 0.03% | +17.4% |
| STWD | Sell | STARWOOD PPTY TR INC | $490,000 | -14.5% | 32,467 | -15.2% | 0.03% | -18.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $492,000 | +7.9% | 4,477 | +3.3% | 0.03% | +3.8% |
| ASML | Sell | ASML HOLDING N V | $490,000 | -7.4% | 1,326 | -7.7% | 0.03% | -10.0% |
| FTNT | Sell | FORTINET INC | $491,000 | -34.2% | 4,166 | -23.3% | 0.03% | -37.2% |
| IYY | ISHARES TRdow jones us etf | $490,000 | +8.9% | 2,942 | 0.0% | 0.03% | +3.8% | |
| XYL | XYLEM INC | $475,000 | +29.4% | 5,646 | 0.0% | 0.03% | +23.8% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $471,000 | -15.3% | 13,113 | -0.0% | 0.03% | -18.8% |
| DD | Sell | DUPONT DE NEMOURS INC | $451,000 | -6.2% | 8,123 | -10.4% | 0.02% | -7.4% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $456,000 | -33.2% | 8,466 | -38.9% | 0.02% | -35.9% |
| ANTM | Sell | ANTHEM INC | $458,000 | -49.4% | 1,706 | -50.5% | 0.02% | -51.9% |
| PXD | Buy | PIONEER NAT RES CO | $455,000 | -5.0% | 5,294 | +7.9% | 0.02% | -7.4% |
| INTU | Sell | INTUIT | $464,000 | +8.7% | 1,424 | -1.2% | 0.02% | +4.2% |
| GOVT | Buy | ISHARES TRus treas bd etf | $465,000 | +19.5% | 16,637 | +19.6% | 0.02% | +13.6% |
| CM | Sell | CANADIAN IMP BK COMM | $447,000 | -2.0% | 5,979 | -12.1% | 0.02% | -7.7% |
| FISV | Buy | FISERV INC | $434,000 | +99.1% | 4,218 | +89.5% | 0.02% | +100.0% |
| SDS | New | PROSHARES TRultrashrt s&p500 | $434,000 | – | 27,256 | +100.0% | 0.02% | – |
| AEE | Sell | AMEREN CORP | $441,000 | +11.6% | 5,574 | -0.6% | 0.02% | +4.3% |
| AVGO | Sell | BROADCOM INC | $433,000 | -24.6% | 1,188 | -34.7% | 0.02% | -27.3% |
| VMC | Buy | VULCAN MATLS CO | $426,000 | +5225.0% | 3,148 | +4397.1% | 0.02% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $406,000 | +113.7% | 1,829 | +99.2% | 0.02% | +100.0% |
| PGR | Buy | PROGRESSIVE CORP | $401,000 | +153.8% | 4,240 | +114.6% | 0.02% | +144.4% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $389,000 | -17.4% | 2,287 | -17.6% | 0.02% | -22.2% |
| FRPT | FRESHPET INC | $387,000 | +33.0% | 3,471 | 0.0% | 0.02% | +23.5% | |
| SNY | Buy | SANOFIsponsored adr | $381,000 | +2.7% | 7,591 | +4.4% | 0.02% | 0.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $390,000 | +89.3% | 2,347 | +91.1% | 0.02% | +75.0% |
| DEO | Sell | DIAGEO PLCspon adr new | $367,000 | +2.2% | 2,667 | -0.2% | 0.02% | 0.0% |
| IBB | Buy | ISHARES TRnasdaq biotech | $370,000 | -0.3% | 2,733 | +0.8% | 0.02% | -4.8% |
| ROP | ROPER TECHNOLOGIES INC | $369,000 | +1.7% | 935 | 0.0% | 0.02% | -4.8% | |
| GS | GOLDMAN SACHS GROUP INC | $367,000 | +1.7% | 1,828 | 0.0% | 0.02% | -4.8% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $360,000 | -5.8% | 1,321 | +0.5% | 0.02% | -9.1% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $376,000 | +9.0% | 1,723 | -5.6% | 0.02% | 0.0% |
| EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $359,000 | +14.7% | 2,403 | 0.0% | 0.02% | +11.1% | |
| ET | ENERGY TRANSFER LP | $351,000 | -23.9% | 64,631 | 0.0% | 0.02% | -26.9% | |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $345,000 | +56.8% | 3,115 | +54.7% | 0.02% | +46.2% |
| LHCG | LHC GROUP INC | $349,000 | +22.0% | 1,640 | 0.0% | 0.02% | +18.8% | |
| SRE | SEMPRA ENERGY | $344,000 | +1.2% | 2,904 | 0.0% | 0.02% | 0.0% | |
| MKTX | MARKETAXESS HLDGS INC | $328,000 | -4.1% | 682 | 0.0% | 0.02% | -10.0% | |
| TRP | Buy | TC ENERGY CORP | $325,000 | -0.3% | 7,731 | +1.6% | 0.02% | -5.3% |
| GE | Sell | GENERAL ELECTRIC CO | $327,000 | -22.7% | 52,536 | -15.0% | 0.02% | -25.0% |
| COP | Buy | CONOCOPHILLIPS | $336,000 | -21.1% | 10,253 | +1.1% | 0.02% | -25.0% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $324,000 | +2.5% | 1,781 | +1.5% | 0.02% | 0.0% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $320,000 | +19.9% | 1 | 0.0% | 0.02% | +13.3% | |
| ARCC | ARES CAPITAL CORP | $304,000 | -3.5% | 21,774 | 0.0% | 0.02% | -5.6% | |
| J | JACOBS ENGR GROUP INC | $322,000 | +9.5% | 3,470 | 0.0% | 0.02% | 0.0% | |
| PSX | Buy | PHILLIPS 66 | $289,000 | -7.4% | 5,577 | +28.7% | 0.02% | -11.1% |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $288,000 | +4.0% | 1,893 | 0.0% | 0.02% | 0.0% | |
| NEO | NEOGENOMICS INC | $298,000 | +18.7% | 8,083 | 0.0% | 0.02% | +14.3% | |
| ETSY | ETSY INC | $287,000 | +14.3% | 2,356 | 0.0% | 0.02% | +14.3% | |
| TREX | Buy | TREX CO INC | $292,000 | +11.9% | 4,076 | +103.3% | 0.02% | +6.7% |
| VEEV | Sell | VEEVA SYS INC | $295,000 | -16.4% | 1,045 | -30.7% | 0.02% | -20.0% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $294,000 | -23.4% | 1,051 | -35.1% | 0.02% | -27.3% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $293,000 | -19.1% | 2,928 | -25.8% | 0.02% | -23.8% |
| ITOT | ISHARES TRcore s&p ttl stk | $283,000 | +8.4% | 3,755 | 0.0% | 0.02% | 0.0% | |
| RNG | RINGCENTRAL INCcl a | $283,000 | -4.1% | 1,033 | 0.0% | 0.02% | -11.8% | |
| GLOB | Sell | GLOBANT S A | $285,000 | -10.9% | 1,591 | -25.7% | 0.02% | -16.7% |
| KNSL | KINSALE CAP GROUP INC | $267,000 | +22.5% | 1,403 | 0.0% | 0.02% | +25.0% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $279,000 | -13.4% | 4,363 | -17.7% | 0.02% | -16.7% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $280,000 | +2.2% | 2,428 | -10.1% | 0.02% | -6.2% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $268,000 | +9.8% | 10,020 | 0.0% | 0.02% | +7.1% | |
| MUB | Sell | ISHARES TRnational mun etf | $267,000 | -39.3% | 2,307 | -39.5% | 0.02% | -40.0% |
| YETI | YETI HLDGS INC | $268,000 | +6.3% | 5,896 | 0.0% | 0.02% | +7.1% | |
| DPZ | Sell | DOMINOS PIZZA INC | $274,000 | -18.7% | 644 | -29.5% | 0.02% | -21.1% |
| EPAM | Sell | EPAM SYS INC | $259,000 | -26.8% | 800 | -42.9% | 0.01% | -30.0% |
| PODD | INSULET CORP | $257,000 | +21.2% | 1,087 | 0.0% | 0.01% | +16.7% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $257,000 | +4.9% | 1,328 | -5.1% | 0.01% | 0.0% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $258,000 | +13.2% | 2,850 | -5.0% | 0.01% | +7.7% |
| PRU | PRUDENTIAL FINL INC | $263,000 | +4.4% | 4,144 | 0.0% | 0.01% | 0.0% | |
| CSTL | New | CASTLE BIOSCIENCES INC | $257,000 | – | 5,000 | +100.0% | 0.01% | – |
| BSX | BOSTON SCIENTIFIC CORP | $249,000 | +8.7% | 6,512 | 0.0% | 0.01% | +7.7% | |
| TYL | Buy | TYLER TECHNOLOGIES INC | $258,000 | +2.4% | 740 | +1.8% | 0.01% | 0.0% |
| ALGN | New | ALIGN TECHNOLOGY INC | $260,000 | – | 792 | +100.0% | 0.01% | – |
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $232,000 | – | 1,500 | +100.0% | 0.01% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $242,000 | – | 1,342 | +100.0% | 0.01% | – |
| SBCF | SEACOAST BKG CORP FLA | $234,000 | -11.4% | 12,954 | 0.0% | 0.01% | -13.3% | |
| AMP | AMERIPRISE FINL INC | $232,000 | +2.7% | 1,505 | 0.0% | 0.01% | 0.0% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $248,000 | +14.8% | 3,899 | +1.9% | 0.01% | +8.3% |
| AMED | New | AMEDISYS INC | $237,000 | – | 1,004 | +100.0% | 0.01% | – |
| GCO | GENESCO INC | $215,000 | -0.9% | 10,000 | 0.0% | 0.01% | 0.0% | |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $213,000 | – | 3,918 | +100.0% | 0.01% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $214,000 | – | 729 | +100.0% | 0.01% | – |
| MRCY | Buy | MERCURY SYS INC | $227,000 | +0.4% | 2,932 | +2.2% | 0.01% | -7.7% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $226,000 | +976.2% | 6,395 | +983.9% | 0.01% | +1100.0% |
| NVS | Sell | NOVARTIS AGsponsored adr | $221,000 | -14.3% | 2,541 | -14.0% | 0.01% | -20.0% |
| ATO | Buy | ATMOS ENERGY CORP | $229,000 | +3.6% | 2,400 | +7.9% | 0.01% | -7.7% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $223,000 | +10.4% | 850 | 0.0% | 0.01% | 0.0% | |
| GAN | GAN LTD | $216,000 | -33.7% | 12,800 | 0.0% | 0.01% | -36.8% | |
| CHGG | New | CHEGG INC | $220,000 | – | 3,078 | +100.0% | 0.01% | – |
| THO | New | THOR INDUSTRIES INC | $211,000 | – | 2,218 | +100.0% | 0.01% | – |
| LNT | New | ALLIANT ENERGY CORP | $204,000 | – | 3,943 | +100.0% | 0.01% | – |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $187,000 | +14.0% | 11,500 | 0.0% | 0.01% | +11.1% | |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $177,000 | +6.0% | 3,191 | +0.4% | 0.01% | 0.0% |
| BP | Sell | BP PLCsponsored adr | $191,000 | -30.8% | 10,956 | -7.5% | 0.01% | -37.5% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $167,000 | +8.4% | 2,098 | 0.0% | 0.01% | 0.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $165,000 | +4.4% | 2,421 | +0.4% | 0.01% | 0.0% |
| ETY | Buy | EATON VANCE TX MGD DIV EQ IN | $140,000 | +1.4% | 12,824 | +0.1% | 0.01% | 0.0% |
| YUMC | YUM CHINA HLDGS INC | $154,000 | +10.0% | 2,905 | 0.0% | 0.01% | 0.0% | |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $138,000 | +3.0% | 103 | 0.0% | 0.01% | -12.5% | |
| BSL | BLACKSTONE GSO FLTING RTE FU | $136,000 | +7.1% | 9,849 | 0.0% | 0.01% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $135,000 | +23.9% | 1,990 | 0.0% | 0.01% | +16.7% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $133,000 | -54.5% | 5,533 | -56.2% | 0.01% | -58.8% |
| ADM | ARCHER DANIELS MIDLAND CO | $125,000 | +16.8% | 2,685 | 0.0% | 0.01% | +16.7% | |
| IGR | CBRE CLARION GLOBAL REAL EST | $120,000 | +0.8% | 19,986 | 0.0% | 0.01% | 0.0% | |
| F | FORD MTR CO DEL | $119,000 | +10.2% | 17,832 | 0.0% | 0.01% | 0.0% | |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $105,000 | +5.0% | 1,915 | 0.0% | 0.01% | 0.0% | |
| IP | INTERNATIONAL PAPER CO | $85,000 | +14.9% | 2,090 | 0.0% | 0.01% | +25.0% | |
| FTV | FORTIVE CORP | $92,000 | +13.6% | 1,202 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $84,000 | +12.0% | 1,094 | 0.0% | 0.01% | +25.0% | |
| IQLT | ISHARESmsci intl qualty | $80,000 | +6.7% | 2,564 | 0.0% | 0.00% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $76,000 | +8.6% | 729 | 0.0% | 0.00% | 0.0% | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $55,000 | +1.9% | 3,591 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $50,000 | +11.1% | 835 | 0.0% | 0.00% | 0.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $50,000 | +16.3% | 338 | 0.0% | 0.00% | +50.0% | |
| TIP | ISHARES TRtips bd etf | $51,000 | +2.0% | 406 | 0.0% | 0.00% | 0.0% | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $57,000 | +5.6% | 2,524 | 0.0% | 0.00% | 0.0% | |
| TWO | Sell | TWO HBRS INVT CORP | $54,000 | -44.9% | 10,679 | -44.8% | 0.00% | -50.0% |
| MYI | BLACKROCK MUNIYIELD QUALITY | $50,000 | +4.2% | 3,700 | 0.0% | 0.00% | 0.0% | |
| CLR | CONTINENTAL RES INC | $55,000 | -29.5% | 4,474 | 0.0% | 0.00% | -25.0% | |
| AN | AUTONATION INC | $35,000 | +40.0% | 660 | 0.0% | 0.00% | +100.0% | |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $41,000 | +28.1% | 1,341 | -7.9% | 0.00% | 0.0% |
| PCI | PIMCO DYNAMIC CR INCOME FD | $28,000 | +7.7% | 1,400 | 0.0% | 0.00% | +100.0% | |
| OTIS | OTIS WORLDWIDE CORP | $45,000 | +9.8% | 725 | 0.0% | 0.00% | 0.0% | |
| ONB | OLD NATL BANCORP IND | $38,000 | -9.5% | 3,051 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $36,000 | +9.1% | 35 | 0.0% | 0.00% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC | $36,000 | -23.4% | 1,892 | 0.0% | 0.00% | -33.3% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $39,000 | +2.6% | 2,510 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT RLTY CAP INC NEW | $37,000 | -2.6% | 1,102 | 0.0% | 0.00% | 0.0% | |
| New | NOVARTIS AGsponsored adr | $28,000 | – | 325 | +100.0% | 0.00% | – | |
| SGRY | SURGERY PARTNERS INC | $44,000 | +91.3% | 2,000 | 0.0% | 0.00% | +100.0% | |
| TPR | TAPESTRY INC | $36,000 | +16.1% | 2,334 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $39,000 | +30.0% | 75 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $29,000 | -21.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MIC | MACQUARIE INFRASTRUCTURE COR | $45,000 | -11.8% | 1,667 | 0.0% | 0.00% | -33.3% | |
| RHP | RYMAN HOSPITALITY PPTYS INC | $38,000 | +5.6% | 1,043 | 0.0% | 0.00% | 0.0% | |
| ARLP | ALLIANCE RESOURCE PARTNER Lut ltd part | $43,000 | -14.0% | 15,400 | 0.0% | 0.00% | -33.3% | |
| IAT | Sell | ISHARES TRus regnl bks etf | $34,000 | -35.8% | 1,049 | -32.9% | 0.00% | -33.3% |
| FV | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $34,000 | +6.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DON | WISDOMTREE TRus midcap divid | $46,000 | +2.2% | 1,599 | 0.0% | 0.00% | -33.3% | |
| BGB | BLACKSTONE GSO STRATEGIC CR | $27,000 | +3.8% | 2,234 | 0.0% | 0.00% | 0.0% | |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $22,000 | -4.3% | 700 | -6.7% | 0.00% | 0.0% |
| FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr stable | $14,000 | -17.6% | 300 | -16.4% | 0.00% | 0.0% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $24,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $27,000 | +17.4% | 127 | 0.0% | 0.00% | 0.0% | |
| AX | AXOS FINANCIAL INC | $10,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% | |
| LYFT | LYFT INC | $10,000 | -16.7% | 350 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $16,000 | +14.3% | 164 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $16,000 | +45.5% | 360 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC | $20,000 | +25.0% | 95 | 0.0% | 0.00% | 0.0% | |
| SMMF | SUMMIT FINL GROUP INC | $11,000 | -8.3% | 744 | 0.0% | 0.00% | 0.0% | |
| DISCA | DISCOVERY INCcon ser a | $12,000 | 0.0% | 566 | 0.0% | 0.00% | 0.0% | |
| JFR | NUVEEN FLOATING RATE INCOME | $11,000 | +10.0% | 1,280 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $20,000 | +11.1% | 2,000 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC. | $16,000 | 0.0% | 311 | 0.0% | 0.00% | 0.0% | |
| YNDX | YANDEX N V | $13,000 | +30.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $22,000 | +10.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $18,000 | +5.9% | 339 | 0.0% | 0.00% | 0.0% | |
| OKTA | OKTA INCcl a | $15,000 | +7.1% | 70 | 0.0% | 0.00% | 0.0% | |
| UAL | UNITED AIRLS HLDGS INC | $11,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% | |
| ZTS | ZOETIS INCcl a | $17,000 | +21.4% | 105 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $16,000 | 0.0% | 454 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $19,000 | -9.5% | 240 | 0.0% | 0.00% | 0.0% | |
| FBK | New | FB FINL CORP | $26,000 | – | 1,026 | +100.0% | 0.00% | – |
| FICO | FAIR ISAAC CORP | $11,000 | +10.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $19,000 | -13.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $17,000 | -71.7% | 576 | -63.5% | 0.00% | -66.7% |
| EQL | ALPS ETF TRequal sec etf | $14,000 | +7.7% | 185 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $25,000 | +8.7% | 385 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $27,000 | +12.5% | 225 | 0.0% | 0.00% | 0.0% | |
| CSTR | CAPSTAR FINL HLDGS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| RNST | RENASANT CORP | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| FOXA | FOX CORP | $8,000 | 0.0% | 295 | 0.0% | 0.00% | – | |
| TMFC | RBB FD INCmotley fol etf | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| O | REALTY INCOME CORP | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| IR | INGERSOLL RAND INC | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| CRUS | CIRRUS LOGIC INC | $4,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| ATVI | ACTIVISION BLIZZARD INC | $8,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| CRK | COMSTOCK RES INC | $2,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| LBTYA | LIBERTY GLOBAL PLC | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| IQ | IQIYI INCsponsored ads | $3,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
| NOMD | NOMAD FOODS LTD | $3,000 | +50.0% | 104 | 0.0% | 0.00% | – | |
| TT | TRANE TECHNOLOGIES PLC | $5,000 | +25.0% | 44 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $4,000 | -33.3% | 1,751 | 0.0% | 0.00% | – | |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $7,000 | 0.0% | 378 | 0.0% | 0.00% | – | |
| NJR | NEW JERSEY RES | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC | $5,000 | -16.7% | 60 | 0.0% | 0.00% | – | |
| UPWK | UPWORK INC | $5,000 | +25.0% | 300 | 0.0% | 0.00% | – | |
| UXIN | UXIN LTDads | $0 | – | 110 | 0.0% | 0.00% | – | |
| BKH | BLACK HILLS CORP | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| MKL | MARKEL CORP | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINL GROUP INC | $3,000 | 0.0% | 113 | 0.0% | 0.00% | – | |
| BIDU | BAIDU INCspon adr rep a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CI | CIGNA CORP NEW | $8,000 | -11.1% | 50 | 0.0% | 0.00% | -100.0% | |
| ISRG | INTUITIVE SURGICAL INC | $4,000 | +33.3% | 6 | 0.0% | 0.00% | – | |
| SSB | New | SOUTH ST CORP | $8,000 | – | 176 | +100.0% | 0.00% | – |
| ANET | ARISTA NETWORKS INC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| LEA | LEAR CORP | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $0 | -100.0% | 43 | 0.0% | 0.00% | – | |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 5 | +100.0% | 0.00% | – |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $9,000 | -25.0% | 2,314 | 0.0% | 0.00% | -100.0% | |
| JD | JD.COM INCspon adr cl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| DAL | DELTA AIR LINES INC DEL | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| PEGA | PEGASYSTEMS INC | $6,000 | +20.0% | 50 | 0.0% | 0.00% | – | |
| ROL | ROLLINS INC | $4,000 | +33.3% | 75 | 0.0% | 0.00% | – | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| CGNX | COGNEX CORP | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – | |
| FLO | New | FLOWERS FOODS INC | $5,000 | – | 200 | +100.0% | 0.00% | – |
| CRON | CRONOS GROUP INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP | $1,000 | -50.0% | 54 | 0.0% | 0.00% | – | |
| GLW | Buy | CORNING INC | $9,000 | +350.0% | 289 | +224.7% | 0.00% | – |
| WAL | WESTERN ALLIANCE BANCORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| EMN | EASTMAN CHEM CO | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| DDD | New | 3-D SYS CORP DEL | $2,000 | – | 400 | +100.0% | 0.00% | – |
| BWA | BORGWARNER INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| TLRY | TILRAY INC | $0 | – | 45 | 0.0% | 0.00% | – | |
| FSB | Exit | FRANKLIN FINL NETWORK INC | $0 | – | -1,064 | -100.0% | -0.00% | – |
| Exit | AMERICAN ELEC PWR CO INC | $0 | – | -1,501 | -100.0% | -0.01% | – | |
| KEYS | Exit | KEYSIGHT TECHNOLOGIES INC | $0 | – | -3,534 | -100.0% | -0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINNACLE FINL PARTNERS INC | 42 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.3% |
| APPLE INC | 42 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.3% |
| AMAZON COM INC | 42 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.0% |
| HCA HOLDINGS INC | 42 | Q3 2023 | 2.4% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
View PINNACLE FINANCIAL PARTNERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 4/A | 2024-03-29 |
| 4/A | 2024-03-29 |
| 4/A | 2024-03-29 |
| 4/A | 2024-03-29 |
| 4/A | 2024-03-29 |
| 4 | 2024-03-14 |
| 4 | 2024-03-14 |
| 4 | 2024-03-14 |
| 4 | 2024-03-14 |
| 4 | 2024-03-14 |
View PINNACLE FINANCIAL PARTNERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.