$2.03 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 956 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 6.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Sell | VANGUARD INDEX FDS | $117,854,000 | +7.5% | 356,069 | -0.1% | 5.81% | -2.6% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $79,380,000 | +12.3% | 216,227 | +2.5% | 3.91% | +1.8% |
AAPL | Sell | APPLE INC | $72,193,000 | +10.3% | 559,183 | -1.1% | 3.56% | -0.0% |
MSFT | Sell | MICROSOFT CORP | $58,184,000 | +2.6% | 264,083 | -2.1% | 2.87% | -7.0% |
PNFP | Buy | PINNACLE FINL PARTNERS INC | $43,861,000 | +86.5% | 681,073 | +3.1% | 2.16% | +69.1% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $41,733,000 | +6.4% | 175,238 | -3.1% | 2.06% | -3.5% |
AMZN | Sell | AMAZON COM INC | $41,649,000 | +1.8% | 12,926 | -0.6% | 2.05% | -7.7% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $40,089,000 | +3.2% | 158,241 | -7.3% | 1.98% | -6.4% |
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $31,790,000 | +10.5% | 698,836 | -0.6% | 1.57% | +0.2% |
JPM | Buy | JPMORGAN CHASE & CO | $31,718,000 | +25.7% | 265,595 | +1.3% | 1.56% | +13.9% |
SPTL | Buy | SPDR SER TRportfolio ln tsr | $28,745,000 | +5.2% | 636,935 | +9.0% | 1.42% | -4.6% |
V | Sell | VISA INC | $28,306,000 | +6.1% | 132,703 | -0.5% | 1.40% | -3.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $26,763,000 | +6.9% | 80,015 | -0.4% | 1.32% | -3.1% |
VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $25,030,000 | +3.9% | 301,446 | +3.6% | 1.23% | -5.8% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $22,953,000 | +9.4% | 482,554 | -0.5% | 1.13% | -0.8% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $22,752,000 | +13.8% | 13,799 | +1.2% | 1.12% | +3.2% |
EFA | Sell | ISHARES TRmsci eafe etf | $21,069,000 | +9.9% | 289,910 | -3.8% | 1.04% | -0.4% |
IWD | Sell | ISHARES TRrus 1000 val etf | $20,814,000 | +13.0% | 153,033 | -1.9% | 1.02% | +2.4% |
HD | Buy | HOME DEPOT INC | $20,730,000 | -3.9% | 77,903 | +0.3% | 1.02% | -12.9% |
HCA | Buy | HCA HEALTHCARE INC | $19,907,000 | +17.2% | 137,064 | +0.6% | 0.98% | +6.3% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $19,564,000 | +4.8% | 357,197 | +4.2% | 0.96% | -4.9% |
LMT | Sell | LOCKHEED MARTIN CORP | $19,477,000 | -14.2% | 54,772 | -7.5% | 0.96% | -22.1% |
NKE | Sell | NIKE INCcl b | $19,463,000 | +11.2% | 137,582 | -1.3% | 0.96% | +0.8% |
PYPL | Buy | PAYPAL HLDGS INC | $19,383,000 | +13.1% | 89,062 | +2.4% | 0.96% | +2.6% |
NEE | Buy | NEXTERA ENERGY INC | $18,988,000 | +10.5% | 245,858 | +297.1% | 0.94% | +0.2% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $18,929,000 | +13.3% | 97,527 | -0.5% | 0.93% | +2.9% |
INTC | Sell | INTEL CORP | $18,440,000 | -13.4% | 367,276 | -10.7% | 0.91% | -21.4% |
EMR | Buy | EMERSON ELEC CO | $17,546,000 | +20.7% | 226,950 | +2.4% | 0.86% | +9.4% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $17,387,000 | +0.3% | 295,864 | +1.5% | 0.86% | -9.0% |
UNP | Buy | UNION PAC CORP | $16,939,000 | +5.0% | 82,900 | +1.2% | 0.84% | -4.8% |
JNJ | Buy | JOHNSON & JOHNSON | $16,691,000 | +6.0% | 106,221 | +0.5% | 0.82% | -3.9% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $16,630,000 | +6.2% | 98,756 | +5.1% | 0.82% | -3.8% |
PEP | Sell | PEPSICO INC | $16,425,000 | +6.7% | 110,753 | -0.3% | 0.81% | -3.2% |
ADP | Buy | AUTOMATIC DATA PROCESSING INC | $16,312,000 | +27.8% | 92,577 | +1.2% | 0.80% | +15.9% |
GLD | Buy | SPDR GOLD TR | $15,645,000 | +0.9% | 87,730 | +0.2% | 0.77% | -8.5% |
PG | Sell | PROCTER AND GAMBLE CO | $14,962,000 | -1.5% | 107,537 | -1.6% | 0.74% | -10.8% |
HON | Buy | HONEYWELL INTL INC | $14,933,000 | +24.2% | 73,819 | +1.0% | 0.74% | +12.5% |
IEI | Buy | ISHARES TR4 7 tr treas bd | $14,595,000 | +3.1% | 109,751 | +3.5% | 0.72% | -6.5% |
VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $14,595,000 | +14.8% | 150,244 | +13.2% | 0.72% | +4.1% |
AMGN | Sell | AMGEN INC | $14,432,000 | -22.2% | 62,694 | -14.1% | 0.71% | -29.5% |
IVV | Buy | ISHARES TRcore s&p500 etf | $13,584,000 | +38.3% | 37,037 | +26.8% | 0.67% | +25.3% |
FB | Buy | FACEBOOK INCcl a | $13,094,000 | +4.1% | 48,870 | +1.7% | 0.64% | -5.7% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $12,878,000 | +22.4% | 56,230 | -0.9% | 0.63% | +10.8% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $12,700,000 | +15.5% | 61,591 | -1.3% | 0.63% | +4.7% |
LLY | Sell | LILLY ELI & CO | $12,097,000 | +10.9% | 71,644 | -2.7% | 0.60% | +0.5% |
CMCSA | Sell | COMCAST CORP NEWcl a | $12,004,000 | +6.2% | 229,692 | -6.0% | 0.59% | -3.7% |
DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $11,953,000 | +5.4% | 40,854 | +0.0% | 0.59% | -4.4% |
KO | Buy | COCA COLA CO | $11,905,000 | +13.1% | 217,084 | +1.8% | 0.59% | +2.6% |
IWM | Buy | ISHARES TRrussell 2000 etf | $11,730,000 | +18.4% | 66,203 | +0.1% | 0.58% | +7.4% |
ABBV | Sell | ABBVIE INC | $11,634,000 | +19.5% | 109,085 | -1.8% | 0.57% | +8.3% |
ETN | Sell | EATON CORP PLC | $11,433,000 | +16.8% | 95,345 | -0.6% | 0.56% | +5.8% |
CLX | Sell | CLOROX CO DEL | $11,367,000 | -9.2% | 56,297 | -5.5% | 0.56% | -17.6% |
DHR | Buy | DANAHER CORPORATION | $11,136,000 | +3.0% | 50,222 | +0.1% | 0.55% | -6.5% |
WY | Buy | WEYERHAEUSER CO MTN BE | $10,976,000 | +22.2% | 327,324 | +3.9% | 0.54% | +10.9% |
SPGI | Sell | S&P GLOBAL INC | $10,857,000 | -19.2% | 33,027 | -11.4% | 0.54% | -26.7% |
USB | Buy | US BANCORP DEL | $10,683,000 | +53.6% | 230,353 | +18.8% | 0.53% | +39.2% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $10,666,000 | +23.4% | 91,118 | +86.0% | 0.52% | +11.7% |
TFC | Sell | TRUIST FINL CORP | $10,470,000 | +17.0% | 218,455 | -7.1% | 0.52% | +6.2% |
CVX | Sell | CHEVRON CORP NEW | $10,146,000 | +6.5% | 120,588 | -8.9% | 0.50% | -3.5% |
DUK | Buy | DUKE ENERGY CORP NEW | $10,084,000 | +3.9% | 110,198 | +0.6% | 0.50% | -5.7% |
SPSB | Buy | SPDR SER TRportfolio short | $9,888,000 | +20.0% | 314,900 | +19.9% | 0.49% | +8.7% |
CVS | Buy | CVS HEALTH CORP | $9,845,000 | +4.3% | 162,255 | +0.3% | 0.48% | -5.5% |
IWP | Buy | ISHARES TRrus mdcp val etf | $9,779,000 | +17.5% | 95,190 | +97.8% | 0.48% | +6.6% |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $9,745,000 | -10.0% | 81,245 | -8.6% | 0.48% | -18.5% |
PFE | Sell | PFIZER INC | $9,689,000 | -2.2% | 263,228 | -2.5% | 0.48% | -11.3% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $9,655,000 | +19.9% | 23,132 | -2.6% | 0.48% | +8.9% |
IJR | Sell | ISHARES TRcore s&p scp etf | $9,484,000 | +25.3% | 103,204 | -4.2% | 0.47% | +13.6% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $9,220,000 | +45.3% | 108,635 | +35.2% | 0.45% | +31.6% |
AZO | Sell | AUTOZONE INC | $9,162,000 | +0.1% | 7,770 | -0.0% | 0.45% | -9.3% |
MDT | Sell | MEDTRONIC PLC | $9,078,000 | +8.1% | 80,340 | -0.6% | 0.45% | -2.0% |
TJX | Sell | TJX COS INC NEW | $9,039,000 | +10.3% | 146,353 | -0.6% | 0.44% | 0.0% |
DG | Buy | DOLLAR GEN CORP NEW | $8,982,000 | +0.3% | 42,833 | +0.2% | 0.44% | -9.0% |
BLK | Buy | BLACKROCK INC | $8,712,000 | +75.9% | 12,075 | +37.4% | 0.43% | +59.5% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $8,622,000 | +24.4% | 32,349 | +0.3% | 0.42% | +12.7% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $8,524,000 | +7.0% | 91,780 | +7.7% | 0.42% | -3.0% |
DIS | Sell | DISNEY WALT CO | $8,515,000 | +38.5% | 47,251 | -4.7% | 0.42% | +25.7% |
COST | Buy | COSTCO WHSL CORP NEW | $8,412,000 | +11.3% | 22,338 | +5.0% | 0.41% | +0.7% |
VSDA | Buy | VICTORY PORTFOLIOS II | $8,311,000 | +9.6% | 209,760 | +0.3% | 0.41% | -0.7% |
TLT | Buy | ISHARES TR20 yr tr bd etf | $8,034,000 | +62.8% | 50,905 | +68.4% | 0.40% | +47.8% |
ORCL | Buy | ORACLE CORP | $7,982,000 | +10.8% | 123,585 | +2.4% | 0.39% | +0.5% |
BMO | Sell | BANK MONTREAL QUE | $7,766,000 | +27.9% | 102,145 | -1.8% | 0.38% | +16.1% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $7,390,000 | +9.6% | 80,757 | -3.1% | 0.36% | -0.5% |
MMM | Buy | 3M CO | $7,285,000 | +11.4% | 41,783 | +2.3% | 0.36% | +1.1% |
BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,007,000 | +8.5% | 31,504 | +3.9% | 0.34% | -1.7% |
AMT | Buy | AMERICAN TOWER CORP NEW | $6,756,000 | -5.1% | 29,978 | +1.8% | 0.33% | -14.0% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $6,673,000 | +3.2% | 114,268 | +1.5% | 0.33% | -6.3% |
CSCO | Sell | CISCO SYS INC | $6,681,000 | +3.4% | 149,832 | -8.6% | 0.33% | -6.3% |
ICSH | Buy | ISHARES TRblackrock ultra | $6,653,000 | +58.3% | 131,696 | +58.4% | 0.33% | +43.9% |
GD | Sell | GENERAL DYNAMICS CORP | $6,627,000 | +0.5% | 47,173 | -0.9% | 0.33% | -8.7% |
DOW | Sell | DOW INC | $6,562,000 | +16.5% | 118,229 | -1.3% | 0.32% | +5.6% |
COF | Sell | CAPITAL ONE FINL CORP | $6,521,000 | +7.7% | 83,713 | -0.6% | 0.32% | -2.4% |
KMB | Sell | KIMBERLY-CLARK CORP | $6,463,000 | -16.1% | 47,937 | -8.1% | 0.32% | -24.1% |
T | Sell | AT&T INC | $6,377,000 | -43.7% | 221,776 | -44.2% | 0.31% | -48.9% |
VLO | Sell | VALERO ENERGY CORP | $6,234,000 | +3.1% | 110,524 | -20.8% | 0.31% | -6.4% |
LQD | ISHARES TRiboxx inv cp etf | $6,192,000 | +1.0% | 45,513 | 0.0% | 0.30% | -8.4% | |
QCOM | Sell | QUALCOMM INC | $5,957,000 | +4.1% | 48,249 | -0.7% | 0.29% | -5.8% |
VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $5,881,000 | -0.6% | 35,054 | -23.5% | 0.29% | -9.7% |
AXP | Buy | AMERICAN EXPRESS CO | $5,761,000 | +23.3% | 47,994 | +3.0% | 0.28% | +11.8% |
DVY | Sell | ISHARES TRselect div etf | $5,749,000 | +17.7% | 59,779 | -0.2% | 0.28% | +6.8% |
IGSB | Buy | ISHARES TR | $5,733,000 | +5.8% | 104,035 | +5.4% | 0.28% | -4.4% |
BAC | Sell | BK OF AMERICA CORP | $5,701,000 | +5.3% | 221,938 | -1.2% | 0.28% | -4.4% |
SO | Buy | SOUTHERN CO | $5,675,000 | +18.9% | 92,793 | +5.4% | 0.28% | +8.1% |
IEFA | Sell | ISHARES TRcore msci eafe | $5,642,000 | +2.8% | 90,900 | -0.2% | 0.28% | -6.7% |
ABT | Sell | ABBOTT LABS | $5,622,000 | +0.6% | 51,352 | -0.0% | 0.28% | -8.9% |
DLR | Sell | DIGITAL RLTY TR INC | $5,589,000 | -21.5% | 40,063 | -17.4% | 0.28% | -28.9% |
SHV | Sell | ISHARES TRshort treas bd | $5,428,000 | -3.5% | 49,048 | -3.5% | 0.27% | -12.7% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $5,376,000 | +24.7% | 64,602 | +83.5% | 0.26% | +13.2% |
MCD | Buy | MCDONALDS CORP | $5,166,000 | -0.3% | 24,071 | +1.9% | 0.26% | -9.6% |
MCHP | Sell | MICROCHIP TECHNOLOGY INC | $5,006,000 | +30.1% | 36,241 | -3.2% | 0.25% | +18.2% |
XLV | Buy | SELECT SECTOR SPDR TRsbi helathcare | $4,988,000 | +598.6% | 44,180 | +553.6% | 0.25% | +530.8% |
SHY | New | ISHARES TR1 3 yr ytreas bd | $4,913,000 | – | 56,874 | +100.0% | 0.24% | – |
XOM | Sell | EXXON MOBIL CORP | $4,859,000 | -16.2% | 118,749 | -29.6% | 0.24% | -24.1% |
GM | GENERAL MTRS CO | $4,791,000 | +9.3% | 148,084 | 0.0% | 0.24% | -0.8% | |
DE | Buy | DEERE & CO | $4,687,000 | +14.1% | 18,547 | +0.1% | 0.23% | +3.6% |
IVE | Buy | ISHARES TRs&p 500 val etf | $4,587,000 | +15.5% | 36,406 | +3.1% | 0.23% | +4.6% |
EFG | Sell | ISHARES TReafe grwth etf | $4,596,000 | +9.9% | 45,537 | -2.1% | 0.23% | -0.4% |
GOOG | Buy | ALPHABET INCcap stk cl c | $4,492,000 | +17.4% | 2,697 | +3.6% | 0.22% | +6.2% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,412,000 | +399.1% | 34,106 | +350.4% | 0.22% | +352.1% |
CRM | Buy | SALESFORCE COM INC | $4,384,000 | -7.3% | 19,701 | +4.7% | 0.22% | -16.0% |
MO | Buy | ALTRIA GROUP INC | $4,268,000 | +11.6% | 104,100 | +5.2% | 0.21% | +1.0% |
IWS | Sell | ISHARES TRrus mdcp val etf | $4,208,000 | +17.6% | 43,421 | -1.9% | 0.21% | +6.7% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $4,123,000 | +3000.0% | 140,869 | +2446.0% | 0.20% | +2800.0% |
MRK | Sell | MERCK & CO INC | $3,859,000 | -1.5% | 47,154 | -0.1% | 0.19% | -10.8% |
WMT | Buy | WALMART INC | $3,847,000 | +8.2% | 26,698 | +5.0% | 0.19% | -1.6% |
PM | Sell | PHILIP MORRIS INTL INC | $3,784,000 | -0.1% | 45,890 | -9.1% | 0.19% | -9.7% |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $3,633,000 | +21270.6% | 95,976 | +16562.5% | 0.18% | +17800.0% |
NVDA | Buy | NVIDIA CORPORATION | $3,557,000 | +10.9% | 6,800 | +14.7% | 0.18% | +0.6% |
WM | Buy | WASTE MGMT INC DEL | $3,527,000 | +5.2% | 29,915 | +1.0% | 0.17% | -4.4% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,528,000 | +8.3% | 54,828 | +288.8% | 0.17% | -1.7% |
ECL | Buy | ECOLAB INC | $3,475,000 | +13.5% | 16,062 | +4.8% | 0.17% | +3.0% |
D | Sell | DOMINION ENERGY INC | $3,446,000 | -10.7% | 45,732 | -6.5% | 0.17% | -19.0% |
QQQ | INVESCO QQQ TRunit ser 1 | $3,427,000 | +12.5% | 10,966 | 0.0% | 0.17% | +1.8% | |
EEM | Buy | ISHARES TRmsci emg mkt etf | $3,289,000 | +18.0% | 63,692 | +0.7% | 0.16% | +7.3% |
BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $3,236,000 | +8.6% | 90,177 | 0.0% | 0.16% | -1.9% | |
KMX | CARMAX INC | $3,200,000 | +1.0% | 34,452 | 0.0% | 0.16% | -8.1% | |
MCO | MOODYS CORP | $3,097,000 | +0.1% | 10,679 | 0.0% | 0.15% | -8.9% | |
CME | Sell | CME GROUP INC | $3,098,000 | +4.3% | 17,017 | -4.2% | 0.15% | -5.0% |
MA | Buy | MASTERCARD INCORPORATEDcl a | $3,056,000 | +17.8% | 8,576 | +11.8% | 0.15% | +7.1% |
NHI | Buy | NATIONAL HEALTH INVS INC | $3,070,000 | +40.0% | 44,380 | +21.9% | 0.15% | +26.9% |
EFV | Sell | ISHARES TReafe value etf | $2,854,000 | +10.3% | 60,481 | -5.7% | 0.14% | 0.0% |
RHI | Sell | ROBERT HALF INTL INC | $2,838,000 | -10.4% | 45,425 | -24.0% | 0.14% | -18.6% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,809,000 | +3.5% | 45,317 | +0.7% | 0.14% | -6.8% |
VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,777,000 | +18.2% | 11,207 | +6.3% | 0.14% | +7.0% |
APD | Buy | AIR PRODS & CHEMS INC | $2,773,000 | +4.0% | 10,152 | +13.4% | 0.14% | -5.5% |
AEP | Buy | AMERICAN ELEC PWR CO INC | $2,688,000 | +5.9% | 32,270 | +3.9% | 0.13% | -4.3% |
HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $2,620,000 | -15.1% | 43,350 | -16.0% | 0.13% | -23.2% |
XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,483,000 | +9832.0% | 36,833 | +9467.0% | 0.12% | +12100.0% |
BX | BLACKSTONE GROUP INC | $2,470,000 | +24.2% | 38,110 | 0.0% | 0.12% | +13.0% | |
CL | Buy | COLGATE PALMOLIVE CO | $2,384,000 | +14.5% | 27,875 | +3.3% | 0.12% | +3.5% |
SBUX | Buy | STARBUCKS CORP | $2,355,000 | +14.9% | 23,897 | +0.1% | 0.12% | +4.5% |
RF | Buy | REGIONS FINANCIAL CORP NEW | $2,332,000 | +34.3% | 151,453 | +0.5% | 0.12% | +22.3% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,328,000 | +3.5% | 4,998 | -1.9% | 0.12% | -5.7% |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,310,000 | +11.0% | 19,258 | 0.0% | 0.11% | +0.9% | |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,248,000 | +0.3% | 27,106 | +0.4% | 0.11% | -9.0% |
SLYV | Sell | SPDR SER TRs&p 600 smcp val | $2,203,000 | +10.5% | 39,783 | -0.1% | 0.11% | +0.9% |
BKNG | Sell | BOOKING HOLDINGS INC | $2,209,000 | -27.4% | 1,250 | -29.7% | 0.11% | -33.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,211,000 | -2.4% | 17,603 | -5.5% | 0.11% | -11.4% |
SLYG | Sell | SPDR SER TRs&p 600 amcp grw | $2,206,000 | +8.1% | 34,476 | -0.3% | 0.11% | -1.8% |
CPRT | Sell | COPART INC | $2,194,000 | +4.5% | 19,933 | -0.2% | 0.11% | -5.3% |
NFLX | Sell | NETFLIX INC | $2,170,000 | -3.6% | 4,228 | -6.1% | 0.11% | -12.3% |
IJK | Buy | ISHARES TRs&p mc 400 gr etf | $2,141,000 | +20.8% | 29,648 | +300.0% | 0.10% | +9.4% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,116,000 | +10.6% | 36,360 | -4.2% | 0.10% | 0.0% |
KKR | Sell | KKR & CO INC | $2,014,000 | -5.2% | 49,877 | -19.4% | 0.10% | -13.9% |
MLN | Sell | VANECK VECTORS ETF TRlong muni etf | $1,942,000 | -4.4% | 89,459 | -5.8% | 0.10% | -12.7% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,954,000 | +5.0% | 27,691 | -14.4% | 0.10% | -5.0% |
XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,918,000 | +185.4% | 30,623 | +170.7% | 0.09% | +154.1% |
EOG | Buy | EOG RES INC | $1,884,000 | +16.4% | 50,356 | +11.8% | 0.09% | +5.7% |
XSOE | New | WISDOMTREEem ex st-owned | $1,876,000 | – | 47,295 | +100.0% | 0.09% | – |
LOW | Buy | LOWES COS INC | $1,866,000 | -2.1% | 11,578 | +0.7% | 0.09% | -11.5% |
C | Buy | CITIGROUP INC | $1,841,000 | +13.5% | 41,186 | +9.5% | 0.09% | +3.4% |
JLL | Buy | JONES LANG LASALLE INC | $1,828,000 | +21.8% | 15,715 | +0.1% | 0.09% | +9.8% |
HSTM | HEALTHSTREAM INC | $1,817,000 | +8.9% | 83,181 | 0.0% | 0.09% | -1.1% | |
SDY | SPDR SER TRs&p divid etf | $1,811,000 | +12.8% | 17,375 | 0.0% | 0.09% | +2.3% | |
VTRS | New | VIATRIS INC | $1,812,000 | – | 96,676 | +100.0% | 0.09% | – |
HYG | ISHARES TRiboxx hi yld etf | $1,770,000 | +4.1% | 20,276 | 0.0% | 0.09% | -5.4% | |
HHC | HOWARD HUGHES CORP | $1,712,000 | +14.5% | 25,944 | 0.0% | 0.08% | +3.7% | |
NHC | Buy | NATIONAL HEALTHCARE CORP | $1,665,000 | +52.8% | 25,078 | +43.4% | 0.08% | +39.0% |
SHW | Buy | SHERWIN WILLIAMS CO | $1,659,000 | +3.6% | 2,314 | +0.7% | 0.08% | -5.7% |
XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,607,000 | +1813.1% | 18,289 | +1571.8% | 0.08% | +1480.0% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,573,000 | +8.9% | 3,145 | +6.8% | 0.08% | -1.3% |
SHM | Sell | SPDR SER TRnuveen blmbrg sr | $1,553,000 | -10.4% | 31,151 | -10.4% | 0.08% | -18.1% |
ALL | Buy | ALLSTATE CORP | $1,501,000 | +30.4% | 13,902 | +13.7% | 0.07% | +17.5% |
GIS | Buy | GENERAL MLS INC | $1,442,000 | -3.9% | 24,511 | +0.8% | 0.07% | -13.4% |
IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,433,000 | +23.3% | 16,611 | +92.9% | 0.07% | +12.7% |
IEMG | Sell | ISHARES INCcore msci emkt | $1,398,000 | +9.0% | 23,762 | -2.1% | 0.07% | -1.4% |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $1,406,000 | +5.8% | 25,483 | 0.0% | 0.07% | -4.2% | |
IWR | ISHARES TRrus mid cap etf | $1,399,000 | +11.3% | 21,905 | 0.0% | 0.07% | +1.5% | |
CAT | Sell | CATERPILLAR INC DEL | $1,379,000 | +14.7% | 7,948 | -1.4% | 0.07% | +4.6% |
RY | Sell | ROYAL BK CDA | $1,368,000 | -27.3% | 16,670 | -37.9% | 0.07% | -34.3% |
IWN | Sell | ISHARES TRrus 2000 val etf | $1,311,000 | +13.7% | 11,570 | -0.4% | 0.06% | +3.2% |
STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,328,000 | +14.0% | 6,128 | -0.3% | 0.06% | +3.2% |
TXN | Buy | TEXAS INSTRS INC | $1,303,000 | +18.1% | 7,949 | +3.0% | 0.06% | +6.7% |
NSC | Sell | NORFOLK SOUTHERN CORP | $1,231,000 | +7.4% | 5,180 | -3.3% | 0.06% | -1.6% |
SYK | Buy | STRYKER CORPORATION | $1,248,000 | +17.2% | 5,180 | +1.3% | 0.06% | +5.2% |
VBR | Buy | VANGUARD INDEX FDSsml cp val etf | $1,227,000 | +29.3% | 8,629 | +0.6% | 0.06% | +15.4% |
IAU | ISHARES GOLD TRUSTishares | $1,201,000 | 0.0% | 66,762 | 0.0% | 0.06% | -9.2% | |
SYY | Sell | SYSCO CORP | $1,203,000 | +8.6% | 16,240 | -8.9% | 0.06% | -1.7% |
APO | APOLLO GLOBAL MGMT INC | $1,176,000 | +9.5% | 24,000 | 0.0% | 0.06% | 0.0% | |
VIGI | VANGUARD WHITEHALL FDSintl div etf | $1,132,000 | +13.0% | 13,911 | 0.0% | 0.06% | +3.7% | |
LNC | Buy | LINCOLN NATL CORP IND | $1,137,000 | +61.3% | 22,596 | +0.4% | 0.06% | +47.4% |
CSX | Sell | CSX CORP | $1,093,000 | -3.3% | 12,044 | -17.2% | 0.05% | -11.5% |
AFL | Sell | AFLAC INC | $1,029,000 | +16.0% | 24,212 | -0.6% | 0.05% | +6.2% |
IWV | Sell | ISHARES TRrussell 3000 etf | $946,000 | -26.2% | 4,835 | -26.1% | 0.05% | -32.9% |
TRV | Buy | TRAVELERS COMPANIES INC | $943,000 | +32.6% | 6,736 | +2.4% | 0.05% | +17.9% |
NOC | Sell | NORTHROP GRUMMAN CORP | $926,000 | -2.4% | 3,011 | -0.0% | 0.05% | -11.5% |
ACN | Sell | ACCENTURE PLC IRELAND | $932,000 | -23.3% | 3,569 | -33.6% | 0.05% | -30.3% |
FDX | Buy | FEDEX CORP | $913,000 | +1.6% | 3,593 | +0.6% | 0.04% | -8.2% |
PAYX | Buy | PAYCHEX INC | $903,000 | +17.6% | 9,703 | +0.7% | 0.04% | +4.8% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $895,000 | +19.0% | 45,700 | -4.1% | 0.04% | +7.3% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $875,000 | +9.5% | 6,505 | +4.8% | 0.04% | 0.0% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $851,000 | +9.8% | 4,013 | -6.7% | 0.04% | 0.0% |
IYR | Buy | ISHARES TRu.s. real es etf | $852,000 | +11.2% | 10,173 | +6.0% | 0.04% | 0.0% |
CB | Sell | CHUBB LIMITED | $860,000 | +12.0% | 6,104 | -7.7% | 0.04% | 0.0% |
TGT | Buy | TARGET CORP | $854,000 | +8.2% | 5,090 | +1.5% | 0.04% | -2.3% |
KMI | Sell | KINDER MORGAN INC DEL | $859,000 | +6.4% | 63,392 | -3.1% | 0.04% | -4.5% |
VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $829,000 | +12.2% | 6,923 | -2.8% | 0.04% | +2.5% |
LIN | Buy | LINDE PLC | $807,000 | +7.6% | 3,172 | +0.7% | 0.04% | -2.4% |
PH | Sell | PARKER-HANNIFIN CORP | $779,000 | +6.1% | 3,179 | -12.4% | 0.04% | -5.0% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $749,000 | +117.1% | 6,465 | +107.5% | 0.04% | +94.7% |
WPC | Sell | WP CAREY INC | $752,000 | -4.4% | 10,650 | -11.7% | 0.04% | -14.0% |
VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $759,000 | +4.0% | 6,832 | 0.0% | 0.04% | -7.5% | |
FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $730,000 | -9.4% | 8,514 | -8.6% | 0.04% | -18.2% |
SON | Sell | SONOCO PRODS CO | $701,000 | -10.2% | 11,824 | -22.7% | 0.04% | -16.7% |
WMB | Sell | WILLIAMS COS INC DEL | $689,000 | +0.9% | 34,361 | -1.1% | 0.03% | -8.1% |
EOS | EATON VANCE ENHANCED EQUITY | $680,000 | 0.0% | 36,841 | 0.0% | 0.03% | -8.1% | |
NOW | Buy | SERVICENOW INC | $684,000 | +15.5% | 1,258 | +3.2% | 0.03% | +6.2% |
WFC | WELLS FARGO CO NEW | $669,000 | +15.3% | 24,687 | 0.0% | 0.03% | +3.1% | |
ASML | Buy | ASML HOLDING N V | $653,000 | +33.3% | 1,337 | +0.8% | 0.03% | +18.5% |
FTNT | Buy | FORTINET INC | $624,000 | +27.1% | 4,199 | +0.8% | 0.03% | +14.8% |
LULU | Sell | LULULEMON ATHLETICA INC | $635,000 | +5.0% | 1,826 | -0.5% | 0.03% | -6.1% |
HRL | Sell | HORMEL FOODS CORP | $616,000 | -14.0% | 13,208 | -9.8% | 0.03% | -23.1% |
INTU | Buy | INTUIT | $595,000 | +28.2% | 1,565 | +9.9% | 0.03% | +16.0% |
DD | Buy | DUPONT DE NEMOURS INC | $579,000 | +28.4% | 8,138 | +0.2% | 0.03% | +16.0% |
CMG | CHIPOTLE MEXICAN GRILL INC | $581,000 | +11.5% | 419 | 0.0% | 0.03% | +3.6% | |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $566,000 | +24.1% | 8,443 | -0.3% | 0.03% | +12.0% |
GE | Sell | GENERAL ELECTRIC CO | $559,000 | +70.9% | 52,161 | -0.7% | 0.03% | +55.6% |
XYL | XYLEM INC | $575,000 | +21.1% | 5,646 | 0.0% | 0.03% | +7.7% | |
AGG | Sell | ISHARES TRcore us aggbd et | $564,000 | -35.2% | 4,778 | -35.2% | 0.03% | -40.4% |
LUV | SOUTHWEST AIRLS CO | $576,000 | 0.0% | 15,367 | 0.0% | 0.03% | -9.7% | |
GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $541,000 | -72.7% | 14,188 | -76.6% | 0.03% | -75.0% |
GPC | Sell | GENUINE PARTS CO | $541,000 | -24.1% | 5,385 | -28.1% | 0.03% | -30.8% |
HSY | HERSHEY CO | $522,000 | +3.6% | 3,520 | 0.0% | 0.03% | -3.7% | |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $521,000 | -7.0% | 14,168 | -4.7% | 0.03% | -13.3% |
KR | Sell | KROGER CO | $525,000 | -6.6% | 16,541 | -0.2% | 0.03% | -16.1% |
BA | Sell | BOEING CO | $522,000 | -14.3% | 2,507 | -31.9% | 0.03% | -21.2% |
BXMT | BLACKSTONE MTG TR INC | $529,000 | 0.0% | 24,092 | 0.0% | 0.03% | -10.3% | |
ANTM | Buy | ANTHEM INC | $515,000 | +12.4% | 1,740 | +2.0% | 0.02% | 0.0% |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $501,000 | 0.0% | 15,948 | 0.0% | 0.02% | -7.4% | |
PNC | Sell | PNC FINL SVCS GROUP INC | $505,000 | +2.6% | 3,748 | -16.3% | 0.02% | -7.4% |
IYY | ISHARES TRdow jones us etf | $490,000 | 0.0% | 2,942 | 0.0% | 0.02% | -11.1% | |
STWD | STARWOOD PPTY TR INC | $490,000 | 0.0% | 32,467 | 0.0% | 0.02% | -11.1% | |
AVGO | Sell | BROADCOM INC | $496,000 | +14.5% | 1,148 | -3.4% | 0.02% | 0.0% |
PODD | Buy | INSULET CORP | $482,000 | +87.5% | 1,885 | +73.4% | 0.02% | +71.4% |
FRPT | FRESHPET INC | $493,000 | +27.4% | 3,471 | 0.0% | 0.02% | +14.3% | |
CTAS | Sell | CINTAS CORP | $495,000 | -0.2% | 1,400 | -6.0% | 0.02% | -11.1% |
FISV | Buy | FISERV INC | $481,000 | +10.8% | 4,225 | +0.2% | 0.02% | 0.0% |
ENB | Sell | ENBRIDGE INC | $492,000 | -5.0% | 15,909 | -10.4% | 0.02% | -14.3% |
EL | Sell | LAUDER ESTEE COS INCcl a | $452,000 | +20.2% | 1,697 | -1.5% | 0.02% | +10.0% |
CM | Sell | CANADIAN IMP BK COMM | $441,000 | -1.3% | 5,156 | -13.8% | 0.02% | -8.3% |
EDU | NEW ORIENTAL ED & TECHNOLOGYspon adr | $447,000 | +24.5% | 2,403 | 0.0% | 0.02% | +10.0% | |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $455,000 | +810.0% | 2,859 | +745.9% | 0.02% | +633.3% |
HUM | Sell | HUMANA INC | $456,000 | -10.8% | 1,113 | -10.0% | 0.02% | -21.4% |
PXD | PIONEER NAT RES CO | $455,000 | 0.0% | 5,294 | 0.0% | 0.02% | -12.0% | |
SNY | Buy | SANOFIsponsored adr | $426,000 | +11.8% | 8,773 | +15.6% | 0.02% | 0.0% |
NEO | NEOGENOMICS INC | $435,000 | +46.0% | 8,083 | 0.0% | 0.02% | +31.2% | |
TEAM | Buy | ATLASSIAN CORP PLCcl a | $426,000 | +31.5% | 1,821 | +2.2% | 0.02% | +16.7% |
AEE | Sell | AMEREN CORP | $427,000 | -3.2% | 5,469 | -1.9% | 0.02% | -12.5% |
ALGN | ALIGN TECHNOLOGY INC | $423,000 | +62.7% | 792 | 0.0% | 0.02% | +50.0% | |
ETSY | Buy | ETSY INC | $435,000 | +51.6% | 2,448 | +3.9% | 0.02% | +31.2% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $396,000 | +1.5% | 2,485 | +5.9% | 0.02% | -4.8% |
PGR | Buy | PROGRESSIVE CORP | $412,000 | +2.7% | 4,255 | +0.4% | 0.02% | -9.1% |
YETI | YETI HLDGS INC | $404,000 | +50.7% | 5,896 | 0.0% | 0.02% | +33.3% | |
VMC | Sell | VULCAN MATLS CO | $411,000 | -3.5% | 2,778 | -11.8% | 0.02% | -13.0% |
MPWR | Buy | MONOLITHIC PWR SYS INC | $409,000 | +39.1% | 1,118 | +6.4% | 0.02% | +25.0% |
IBB | Sell | ISHARES TRnasdaq biotech | $411,000 | +11.1% | 2,711 | -0.8% | 0.02% | 0.0% |
MKTX | MARKETAXESS HLDGS INC | $389,000 | +18.6% | 682 | 0.0% | 0.02% | +5.6% | |
J | JACOBS ENGR GROUP INC | $379,000 | +17.7% | 3,470 | 0.0% | 0.02% | +11.8% | |
GOVT | Sell | ISHARES TRus treas bd etf | $379,000 | -18.5% | 13,905 | -16.4% | 0.02% | -24.0% |
RNG | Sell | RINGCENTRAL INCcl a | $384,000 | +35.7% | 1,012 | -2.0% | 0.02% | +26.7% |
ROP | Sell | ROPER TECHNOLOGIES INC | $386,000 | +4.6% | 925 | -1.1% | 0.02% | -5.0% |
GS | GOLDMAN SACHS GROUP INC | $367,000 | 0.0% | 1,828 | 0.0% | 0.02% | -10.0% | |
SRE | SEMPRA ENERGY | $370,000 | +7.6% | 2,904 | 0.0% | 0.02% | -5.3% | |
VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $372,000 | +29.2% | 1,893 | 0.0% | 0.02% | +12.5% | |
ENPH | New | ENPHASE ENERGY INC | $358,000 | – | 2,041 | +100.0% | 0.02% | – |
LHCG | LHC GROUP INC | $350,000 | +0.3% | 1,640 | 0.0% | 0.02% | -10.5% | |
DELL | Buy | DELL TECHNOLOGIES INCcl c | $350,000 | +159.3% | 4,929 | +147.7% | 0.02% | +142.9% |
ICE | INTERCONTINENTAL EXCHANGE IN | $337,000 | +15.0% | 2,928 | 0.0% | 0.02% | +6.2% | |
GLOB | GLOBANT S A | $346,000 | +21.4% | 1,591 | 0.0% | 0.02% | +13.3% | |
TREX | TREX CO INC | $342,000 | +17.1% | 4,076 | 0.0% | 0.02% | +6.2% | |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | +8.8% | 1 | 0.0% | 0.02% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stock | $324,000 | +14.5% | 3,755 | 0.0% | 0.02% | +6.7% | |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $329,000 | -30.1% | 8,261 | -37.0% | 0.02% | -38.5% |
TYL | Buy | TYLER TECHNOLOGIES INC | $333,000 | +29.1% | 764 | +3.2% | 0.02% | +14.3% |
OLED | UNIVERSAL DISPLAY CORP | $308,000 | +27.3% | 1,342 | 0.0% | 0.02% | +15.4% | |
COP | Sell | CONOCOPHILLIPS | $308,000 | -8.3% | 8,228 | -19.8% | 0.02% | -16.7% |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $312,000 | +11.4% | 2,428 | 0.0% | 0.02% | 0.0% | |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $308,000 | -20.8% | 1,629 | -28.8% | 0.02% | -28.6% |
PSX | Sell | PHILLIPS 66 | $302,000 | +4.5% | 4,616 | -17.2% | 0.02% | -6.2% |
TRP | Sell | TC ENERGY CORP | $313,000 | -3.7% | 7,697 | -0.4% | 0.02% | -16.7% |
ARCC | ARES CAPITAL CORP | $304,000 | 0.0% | 21,774 | 0.0% | 0.02% | -11.8% | |
KNSL | KINSALE CAP GROUP INC | $280,000 | +4.9% | 1,403 | 0.0% | 0.01% | -6.7% | |
AMED | AMEDISYS INC | $294,000 | +24.1% | 1,004 | 0.0% | 0.01% | +7.7% | |
AMP | AMERIPRISE FINL INC | $292,000 | +25.9% | 1,505 | 0.0% | 0.01% | +7.7% | |
CHGG | CHEGG INC | $278,000 | +26.4% | 3,078 | 0.0% | 0.01% | +16.7% | |
DEO | Sell | DIAGEO PLCspon adr new | $291,000 | -20.7% | 1,832 | -31.3% | 0.01% | -30.0% |
EPAM | EPAM SYSTEMS INC | $287,000 | +10.8% | 800 | 0.0% | 0.01% | 0.0% | |
MS | New | MORGAN STANLEY | $286,000 | – | 4,178 | +100.0% | 0.01% | – |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $275,000 | +10.9% | 3,792 | -2.7% | 0.01% | +7.7% |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $278,000 | – | 2,556 | +100.0% | 0.01% | – |
VEEV | VEEVA SYS INC | $286,000 | -3.1% | 1,045 | 0.0% | 0.01% | -12.5% | |
MUB | ISHARES TRnational muni etf | $270,000 | +1.1% | 2,307 | 0.0% | 0.01% | -13.3% | |
IAT | Buy | ISHARES TRus regnl bks etf | $261,000 | +667.6% | 6,046 | +476.4% | 0.01% | +550.0% |
USMV | Sell | ISHARES TRus treas bd etf | $263,000 | -5.7% | 3,872 | -11.3% | 0.01% | -13.3% |
ITW | Sell | ILLINOIS TOOL WKS INC | $262,000 | +1.9% | 1,286 | -3.2% | 0.01% | -7.1% |
VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $263,000 | +13.4% | 1,500 | 0.0% | 0.01% | 0.0% | |
EXPD | EXPEDITORS INTL WASH INC | $271,000 | +5.0% | 2,850 | 0.0% | 0.01% | -7.1% | |
NVS | Buy | NOVARTIS A Gsponsored adr | $260,000 | +17.6% | 2,754 | +8.4% | 0.01% | +8.3% |
ET | Sell | ENERGY TRANSFER LP | $269,000 | -23.4% | 43,511 | -32.7% | 0.01% | -31.6% |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $268,000 | 0.0% | 10,020 | 0.0% | 0.01% | -13.3% | |
MRCY | MERCURY SYS INC | $258,000 | +13.7% | 2,932 | 0.0% | 0.01% | +8.3% | |
ATO | Buy | ATMOS ENERGY CORP | $273,000 | +19.2% | 2,857 | +19.0% | 0.01% | +8.3% |
PRU | Sell | PRUDENTIAL FINL INC | $269,000 | +2.3% | 3,444 | -16.9% | 0.01% | -7.1% |
XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $242,000 | +8.5% | 850 | 0.0% | 0.01% | 0.0% | |
DPZ | DOMINOS PIZZA INC | $247,000 | -9.9% | 644 | 0.0% | 0.01% | -20.0% | |
ZTS | Buy | ZOETIS INCcl a | $234,000 | +1276.5% | 1,418 | +1250.5% | 0.01% | +1100.0% |
VRTX | Sell | VERTEX PHARMACEUTICAL INC | $240,000 | -33.3% | 1,017 | -23.0% | 0.01% | -40.0% |
GCO | GENESCO INC | $215,000 | 0.0% | 10,000 | 0.0% | 0.01% | -8.3% | |
PTF | New | INVESCO EXCHANGE TRADED FD Tdwa technology | $217,000 | – | 1,540 | +100.0% | 0.01% | – |
RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $218,000 | – | 4,917 | +100.0% | 0.01% | – |
GAN | GAN LTD | $216,000 | 0.0% | 12,800 | 0.0% | 0.01% | -8.3% | |
ITT | New | ITT INC | $217,000 | – | 2,823 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC | $207,000 | – | 1,445 | +100.0% | 0.01% | – |
VMBS | VANGUARD SCOTTSDALE FDSmortg back sec | $212,000 | -0.5% | 3,918 | 0.0% | 0.01% | -16.7% | |
THO | Sell | THOR INDS INC | $205,000 | -2.8% | 2,204 | -0.6% | 0.01% | -9.1% |
SLB | Sell | SCHLUMBERGER LTD | $210,000 | -67.0% | 9,740 | -76.2% | 0.01% | -71.4% |
BP | Sell | BP PLCsponsored adr | $204,000 | +6.8% | 9,942 | -9.3% | 0.01% | 0.0% |
IWO | Sell | ISHARES TRrussell 2000 grw etf | $194,000 | -52.2% | 874 | -52.2% | 0.01% | -54.5% |
XEL | New | XCEL ENERGY INC | $211,000 | – | 3,178 | +100.0% | 0.01% | – |
LNT | ALLIANT ENERGY CORP | $203,000 | -0.5% | 3,943 | 0.0% | 0.01% | -9.1% | |
HLNE | New | HAMILTON LANE INCcl a | $207,000 | – | 2,653 | +100.0% | 0.01% | – |
SONY | New | SONY CORPsponsored adr | $206,000 | – | 2,038 | +100.0% | 0.01% | – |
SSRM | New | SSR MNG INC | $200,000 | – | 9,971 | +100.0% | 0.01% | – |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $177,000 | 0.0% | 3,191 | 0.0% | 0.01% | -10.0% | |
YUMC | YUM CHINA HLDGS INC | $154,000 | 0.0% | 2,905 | 0.0% | 0.01% | 0.0% | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $167,000 | 0.0% | 2,098 | 0.0% | 0.01% | -11.1% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $165,000 | 0.0% | 2,421 | 0.0% | 0.01% | -11.1% | |
NKLA | New | NIKOLA CORP | $172,000 | – | 11,265 | +100.0% | 0.01% | – |
BSL | BLACKSTONE SENIOR FLOATNG RA | $136,000 | 0.0% | 9,849 | 0.0% | 0.01% | 0.0% | |
ETY | EATON VANCE TAX-MANAGED DIVE | $140,000 | 0.0% | 12,824 | 0.0% | 0.01% | -12.5% | |
WFCPRL | WELLS FARGO CO NEW | $138,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
ADM | ARCHER DANIELS MIDLAND CO | $125,000 | 0.0% | 2,685 | 0.0% | 0.01% | -14.3% | |
F | FORD MTR CO DEL | $119,000 | 0.0% | 17,832 | 0.0% | 0.01% | 0.0% | |
IGR | CBRE CLARION GLOBAL REAL EST | $120,000 | 0.0% | 19,986 | 0.0% | 0.01% | -14.3% | |
MOAT | VANECK VECTORS ETF TRmorningstar wide | $105,000 | 0.0% | 1,915 | 0.0% | 0.01% | -16.7% | |
FTV | FORTIVE CORP | $92,000 | 0.0% | 1,202 | 0.0% | 0.01% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $85,000 | 0.0% | 2,090 | 0.0% | 0.00% | -20.0% | |
QUAL | ISHARES TRmsci usa qlt fct | $76,000 | 0.0% | 729 | 0.0% | 0.00% | 0.0% | |
IQLT | ISHARES TRmsci intl quality | $80,000 | 0.0% | 2,564 | 0.0% | 0.00% | 0.0% | |
NBB | NUVEEN TAXABLE MUNICPAL INM | $57,000 | 0.0% | 2,524 | 0.0% | 0.00% | 0.0% | |
MHD | BLACKROCK MUNIHOLDINGS FD IN | $55,000 | 0.0% | 3,591 | 0.0% | 0.00% | 0.0% | |
TIP | ISHARES TRtips bd etf | $51,000 | 0.0% | 406 | 0.0% | 0.00% | 0.0% | |
CLR | CONTINENTAL RES INC | $55,000 | 0.0% | 4,474 | 0.0% | 0.00% | 0.0% | |
TWO | TWO HBRS INVT CORP | $54,000 | 0.0% | 10,679 | 0.0% | 0.00% | 0.0% | |
RHP | RYMAN HOSPITALITY PPTYS INC | $38,000 | 0.0% | 1,043 | 0.0% | 0.00% | 0.0% | |
TPR | TAPESTRY INCsponsored ads | $36,000 | 0.0% | 2,334 | 0.0% | 0.00% | 0.0% | |
SJI | SOUTH JERSEY INDS INC | $36,000 | 0.0% | 1,892 | 0.0% | 0.00% | 0.0% | |
MYI | BLACKROCK MUNIYIELD QUALITY | $50,000 | 0.0% | 3,700 | 0.0% | 0.00% | -33.3% | |
SRC | SPIRIT RLTY CAP INC NEW | $37,000 | 0.0% | 1,102 | 0.0% | 0.00% | 0.0% | |
DON | WISDOMTREEus midcap divid | $46,000 | 0.0% | 1,599 | 0.0% | 0.00% | 0.0% | |
OTIS | OTIS WORLDWIDE CORP | $45,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% | |
XLC | SELECT SECTOR SPDR TR | $50,000 | 0.0% | 835 | 0.0% | 0.00% | -33.3% | |
ONB | OLD NATL BANCORP IND | $38,000 | 0.0% | 3,051 | 0.0% | 0.00% | 0.0% | |
SGRY | SURGERY PARTNERS INC | $44,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
SHOP | SHOPIFY INCcl a | $36,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
MIC | MACQUARIE INFRASTRUCTURE COR | $45,000 | 0.0% | 1,667 | 0.0% | 0.00% | 0.0% | |
AN | AUTONATION INC | $35,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% | |
TTD | THE TRADE DESK INC | $39,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
NVG | NUVEEN AMT FREE MUN CR INC F | $39,000 | 0.0% | 2,510 | 0.0% | 0.00% | 0.0% | |
CARR | CARRIER GLOBAL CORPORATION | $41,000 | 0.0% | 1,341 | 0.0% | 0.00% | 0.0% | |
FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $34,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
DOCU | DOCUSIGN INC | $20,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
PCI | PIMCO DYNAMIC CR INCOME FD | $28,000 | 0.0% | 1,400 | 0.0% | 0.00% | -50.0% | |
PPG | PPG INDS INC | $27,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
OKTA | OKTA INCcl a | $15,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
JFR | NUVEEN FLOATING RATE INCOME | $11,000 | 0.0% | 1,280 | 0.0% | 0.00% | 0.0% | |
MELI | MERCADOLIBRE INC | $22,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP | $29,000 | 0.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $21,000 | -90.7% | 590 | -90.8% | 0.00% | -91.7% |
SMMF | SUMMIT FINL GROUP INC | $11,000 | 0.0% | 744 | 0.0% | 0.00% | 0.0% | |
SPLV | INVESCO EXCHANGE TRADED FD TR IIs&p500 low vol | $18,000 | 0.0% | 339 | 0.0% | 0.00% | 0.0% | |
TWTR | TWITTER INC | $16,000 | 0.0% | 360 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl a | $20,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
UAL | UNITED AIRLS HLDGS INC | $11,000 | 0.0% | 313 | 0.0% | 0.00% | 0.0% | |
MTN | VAIL RESORTS INC | $27,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $14,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
FVD | FIRST TR VALUE LINE DIVID IN | $22,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
FICO | FAIR ISAAC CORP | $11,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
FBK | FB FINL CORP | $26,000 | 0.0% | 1,026 | 0.0% | 0.00% | 0.0% | |
EXC | EXELON CORP | $16,000 | 0.0% | 454 | 0.0% | 0.00% | 0.0% | |
BND | VANGUARD BD INDEX FDStotal bnd mkt | $24,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC. | $16,000 | 0.0% | 311 | 0.0% | 0.00% | 0.0% | |
DISCA | DISCOVERY INC | $12,000 | 0.0% | 566 | 0.0% | 0.00% | 0.0% | |
WEC | WEC ENERGY GROUP INC | $16,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% | |
BGB | BLACKSTONE STRATEGIC CREDIT | $27,000 | 0.0% | 2,234 | 0.0% | 0.00% | 0.0% | |
BAX | BAXTER INTL INC | $19,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
AMPH | AMPHASTAR PHARMACEUTICALS IN | $19,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
EQL | ALPS ETF TRequal sec etf | $14,000 | 0.0% | 185 | 0.0% | 0.00% | 0.0% | |
YNDX | YANDEX N V | $13,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
CSTR | CAPSTAR FINL HLDGS INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
IR | INGERSOLL RAND INC | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
O | REALTY INCOME CORP | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
FLO | FLOWERS FOODS INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
UXIN | UXIN LTDads | $0 | – | 110 | 0.0% | 0.00% | – | |
EMN | EASTMAN CHEM CO | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
DBL | DOUBLELINE OPPORTUNISTIC CR | $7,000 | 0.0% | 378 | 0.0% | 0.00% | – | |
UPWK | UPWORK INC | $5,000 | 0.0% | 300 | 0.0% | 0.00% | – | |
DLTR | DOLLAR TREE INC | $5,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
FLS | FLOWSERVE CORP | $1,000 | 0.0% | 54 | 0.0% | 0.00% | – | |
DAL | DELTA AIR LINES INC DEL | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
CRON | CRONOS GROUP INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
GLW | CORNING INC | $9,000 | 0.0% | 289 | 0.0% | 0.00% | – | |
TLRY | TILRAY INC | $0 | – | 45 | 0.0% | 0.00% | – | |
CRK | COMSTOCK RES INC | $2,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
CGNX | COGNEX CORP | $7,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
CFG | CITIZENS FINL GROUP INC | $3,000 | 0.0% | 113 | 0.0% | 0.00% | – | |
CRUS | CIRRUS LOGIC INC | $4,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
DDD | 3-D SYS CORP DEL | $2,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
FOXA | FOX CORP | $8,000 | 0.0% | 295 | 0.0% | 0.00% | – | |
ISRG | INTUITIVE SURGICAL INC | $4,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
CI | CIGNA CORP NEW | $8,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $4,000 | 0.0% | 1,751 | 0.0% | 0.00% | – | |
BSX | Sell | BOSTON SCIENTIFIC CORP | $4,000 | -98.4% | 111 | -98.3% | 0.00% | -100.0% |
BWA | BORGWARNER INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
IQ | IQIYI INCsponsored ads | $3,000 | 0.0% | 125 | 0.0% | 0.00% | – | |
SSB | SOUTH ST CORP | $8,000 | 0.0% | 176 | 0.0% | 0.00% | – | |
JD | JD.COM INCspon adr cl a | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
KYN | KAYNE ANDERSON ENERGY INFRST | $9,000 | 0.0% | 2,314 | 0.0% | 0.00% | – | |
WAL | WESTERN ALLIANCE BANCORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
BKH | BLACK HILLS CORP | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
BIDU | BAIDU INCspon adr rep a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
LEA | LEAR CORP | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
LYFT | LYFT INC | $10,000 | 0.0% | 350 | 0.0% | 0.00% | -100.0% | |
AX | AXOS FINANCIAL INC | $10,000 | 0.0% | 440 | 0.0% | 0.00% | -100.0% | |
MKL | MARKEL CORP | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
NJR | NEW JERSEY RES | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
OXY | OCCIDENTAL PETE CORP | $0 | – | 43 | 0.0% | 0.00% | – | |
ANET | ARISTA NETWORKS INC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 5 | 0.0% | 0.00% | – | |
LBTYA | LIBERTY GLOBAL PLC | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
PEGA | PEGASYSTEMS INC | $6,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
ROL | ROLLINS INC | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
NOMD | NOMAD FOODS LTD | $3,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
TT | TRANE TECHNOLOGIES PLC | $5,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
TMFC | RBB FD INCmotley fol etf | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
ATVI | ACTIVISION BLIZZARD INC | $8,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
RNST | RENASANT CORP | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
Exit | NOVARTIS AGsponsored adr | $0 | – | -325 | -100.0% | -0.00% | – | |
ARLP | Exit | ALLIANCE RESOURCE PARTNER Lut ltd part | $0 | – | -15,400 | -100.0% | -0.00% | – |
SPH | Exit | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $0 | – | -11,500 | -100.0% | -0.01% | – |
BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -729 | -100.0% | -0.01% | – |
SBCF | Exit | SEACOAST BKG CORP FLA | $0 | – | -12,954 | -100.0% | -0.01% | – |
CSTL | Exit | CASTLE BIOSCIENCES INC | $0 | – | -5,000 | -100.0% | -0.01% | – |
SDS | Exit | PROSHARES TRultrashrt s&p500 | $0 | – | -27,256 | -100.0% | -0.02% | – |
RDSB | Exit | ROYAL DUTCH SHELL PLCspon ard b | $0 | – | -38,252 | -100.0% | -0.05% | – |
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 2021-01-13
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 | 2024-03-14 |
4 | 2024-03-14 |
4 | 2024-03-14 |
4 | 2024-03-14 |
4 | 2024-03-14 |
ARS | 2024-03-11 |
DEF 14A | 2024-03-11 |
DEFA14A | 2024-03-11 |
4 | 2024-03-04 |
4 | 2024-03-04 |
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.