$704 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 903 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 171.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $28,839,000 | +5201.3% | 341,171 | +5143.1% | 4.09% | +3726.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $25,521,000 | +120.7% | 105,550 | +115.2% | 3.62% | +58.8% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $16,011,000 | +2.0% | 254,233 | +7.6% | 2.27% | -26.6% |
| MSFT | Buy | MICROSOFT CORP | $13,836,000 | +14.5% | 200,728 | +9.4% | 1.96% | -17.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $11,437,000 | +1345.9% | 293,861 | +1295.6% | 1.62% | +941.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $10,800,000 | +3944.9% | 75,777 | +3844.7% | 1.53% | +2792.5% |
| XOM | Buy | EXXON MOBIL CORP | $10,774,000 | +17.7% | 133,459 | +19.6% | 1.53% | -15.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $10,455,000 | +26.7% | 79,038 | +19.3% | 1.48% | -8.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,444,000 | +8.3% | 103,325 | +4.1% | 1.34% | -22.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $9,241,000 | +20.4% | 141,751 | +15.1% | 1.31% | -13.3% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $8,524,000 | +697.4% | 102,415 | +691.0% | 1.21% | +473.5% |
| WFC | Buy | WELLS FARGO CO NEW | $8,334,000 | +4.4% | 150,389 | +4.8% | 1.18% | -24.9% |
| PEP | Buy | PEPSICO INC | $8,261,000 | +49.3% | 71,526 | +44.6% | 1.17% | +7.5% |
| GE | Buy | GENERAL ELECTRIC CO | $8,170,000 | -0.5% | 302,476 | +9.7% | 1.16% | -28.4% |
| ABBV | Buy | ABBVIE INC | $8,057,000 | +59.1% | 111,107 | +42.9% | 1.14% | +14.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $7,880,000 | +99.9% | 45,297 | +96.8% | 1.12% | +44.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $7,855,000 | +18.9% | 42,366 | +5.2% | 1.12% | -14.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $7,725,000 | +365.4% | 62,075 | +353.7% | 1.10% | +235.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $7,564,000 | +151.0% | 27,250 | +142.0% | 1.07% | +80.8% |
| T | Buy | AT&T INC | $7,459,000 | +32.2% | 197,678 | +45.6% | 1.06% | -4.9% |
| CVX | Buy | CHEVRON CORP NEW | $7,319,000 | +34.7% | 70,152 | +38.7% | 1.04% | -3.1% |
| KO | Buy | COCA COLA CO | $6,854,000 | +18.3% | 152,809 | +11.9% | 0.97% | -14.9% |
| INTC | Buy | INTEL CORP | $6,798,000 | +7.0% | 201,485 | +14.3% | 0.96% | -23.0% |
| AMGN | Buy | AMGEN INC | $6,557,000 | +21.7% | 38,069 | +15.9% | 0.93% | -12.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,529,000 | +14.7% | 74,933 | +18.3% | 0.93% | -17.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,817,000 | +50.9% | 45,786 | +44.5% | 0.83% | +8.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $5,704,000 | +13.6% | 127,718 | +24.1% | 0.81% | -18.2% |
| ORCL | Buy | ORACLE CORP | $5,701,000 | +22.4% | 113,707 | +8.9% | 0.81% | -11.9% |
| MO | Buy | ALTRIA GROUP INC | $5,381,000 | +59.3% | 72,252 | +52.7% | 0.76% | +14.7% |
| DIS | Buy | DISNEY WALT CO | $5,365,000 | +17.1% | 50,486 | +25.0% | 0.76% | -15.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,255,000 | +8.1% | 128,692 | +5.2% | 0.75% | -22.2% |
| QCOM | Buy | QUALCOMM INC | $4,922,000 | -3.0% | 89,135 | +0.8% | 0.70% | -30.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $4,813,000 | +54.4% | 57,569 | +51.5% | 0.68% | +11.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $4,680,000 | +3.4% | 33,472 | +2.6% | 0.66% | -25.6% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $4,601,000 | +25.4% | 58,863 | +24.5% | 0.65% | -9.8% |
| BBT | Buy | BB&T CORP | $4,448,000 | +131.5% | 97,949 | +127.9% | 0.63% | +66.5% |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $4,407,000 | – | 30,240 | +100.0% | 0.63% | – |
| EMR | Buy | EMERSON ELEC CO | $4,377,000 | +18.4% | 73,418 | +18.8% | 0.62% | -14.8% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $4,135,000 | +1.6% | 345,774 | +8.0% | 0.59% | -26.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,093,000 | +12.0% | 12,886 | +10.2% | 0.58% | -19.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,090,000 | +247.8% | 34,826 | +234.4% | 0.58% | +150.4% |
| PFE | Buy | PFIZER INC | $4,053,000 | +33.8% | 120,651 | +36.2% | 0.58% | -3.8% |
| DVY | Buy | ISHARES TRselect divid etf | $4,016,000 | +9.0% | 43,549 | +7.6% | 0.57% | -21.6% |
| MDT | Buy | MEDTRONIC PLC | $3,977,000 | +37.5% | 44,809 | +24.8% | 0.56% | -1.1% |
| EFV | Buy | ISHARES TReafe value etf | $3,921,000 | +6.6% | 75,845 | +3.7% | 0.56% | -23.2% |
| IYR | Buy | ISHARES TRu.s. real es etf | $3,906,000 | +10.4% | 48,963 | +8.6% | 0.55% | -20.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $3,816,000 | +14.3% | 51,605 | +7.4% | 0.54% | -17.8% |
| RHI | New | ROBERT HALF INTL INC | $3,680,000 | – | 76,788 | +100.0% | 0.52% | – |
| USB | Buy | US BANCORP DEL | $3,407,000 | +4.9% | 65,621 | +4.0% | 0.48% | -24.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,370,000 | +252.5% | 13,842 | +243.8% | 0.48% | +152.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,327,000 | +362.1% | 19,645 | +355.1% | 0.47% | +232.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,328,000 | +23.0% | 21,640 | +39.2% | 0.47% | -11.6% |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,203,000 | – | 64,020 | +100.0% | 0.46% | – |
| SO | Buy | SOUTHERN CO | $3,204,000 | +8.9% | 66,930 | +13.2% | 0.46% | -21.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $3,159,000 | +17.9% | 29,227 | +13.2% | 0.45% | -15.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,117,000 | +24.7% | 72,140 | +24.4% | 0.44% | -10.3% |
| LLY | Buy | LILLY ELI & CO | $3,048,000 | +3.7% | 37,028 | +5.9% | 0.43% | -25.3% |
| C | Buy | CITIGROUP INC | $2,990,000 | +16.5% | 44,711 | +4.2% | 0.42% | -16.2% |
| ETN | Buy | EATON CORP PLC | $2,755,000 | +12.5% | 35,396 | +7.2% | 0.39% | -19.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,707,000 | +372.4% | 26,417 | +371.8% | 0.38% | +239.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $2,698,000 | +9.9% | 34,947 | +5.0% | 0.38% | -20.9% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,681,000 | +12.5% | 64,770 | +7.0% | 0.38% | -18.9% |
| SLB | Buy | SCHLUMBERGER LTD | $2,662,000 | +7.3% | 40,418 | +27.3% | 0.38% | -22.7% |
| COP | Buy | CONOCOPHILLIPS | $2,508,000 | -2.5% | 57,038 | +10.6% | 0.36% | -29.8% |
| VLO | Buy | VALERO ENERGY CORP NEW | $2,490,000 | +7.3% | 36,908 | +5.4% | 0.35% | -22.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,465,000 | +6.4% | 20,712 | +1.8% | 0.35% | -23.4% |
| IP | Buy | INTL PAPER CO | $2,435,000 | +16.2% | 43,018 | +4.3% | 0.35% | -16.2% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $2,398,000 | +20.9% | 28,516 | +19.4% | 0.34% | -13.0% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $2,378,000 | +468.9% | 26,755 | +464.0% | 0.34% | +312.2% |
| ABT | Buy | ABBOTT LABS | $2,351,000 | +195.7% | 48,373 | +170.3% | 0.33% | +112.7% |
| D | Buy | DOMINION ENERGY INC | $2,337,000 | +11.4% | 30,500 | +12.9% | 0.33% | -19.8% |
| MRK | Buy | MERCK & CO INC | $2,261,000 | +30.9% | 35,277 | +29.8% | 0.32% | -5.9% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,249,000 | +354.3% | 30,342 | +348.4% | 0.32% | +225.5% |
| WM | Buy | WASTE MGMT INC DEL | $2,228,000 | +4.5% | 30,379 | +3.9% | 0.32% | -24.9% |
| BP | Buy | BP PLCsponsored adr | $2,181,000 | +26.9% | 62,921 | +26.4% | 0.31% | -8.6% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,175,000 | +77.7% | 39,050 | +73.4% | 0.31% | +28.2% |
| BX | Buy | BLACKSTONE GROUP L P | $2,101,000 | +231.4% | 62,985 | +195.1% | 0.30% | +138.4% |
| MCD | Buy | MCDONALDS CORP | $2,089,000 | +19.0% | 13,639 | +0.8% | 0.30% | -14.2% |
| VOO | Buy | VANGUARD INDEX FDS | $2,067,000 | +5.8% | 9,308 | +3.1% | 0.29% | -23.9% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $1,976,000 | +4.8% | 36,287 | +7.5% | 0.28% | -24.7% |
| AGN | Buy | ALLERGAN PLC | $1,908,000 | +5.5% | 7,846 | +3.7% | 0.27% | -24.1% |
| RY | New | ROYAL BK CDA MONTREAL QUE | $1,867,000 | – | 25,738 | +100.0% | 0.26% | – |
| BMO | Buy | BANK MONTREAL QUE | $1,851,000 | +2.8% | 25,200 | +4.7% | 0.26% | -25.9% |
| WY | Buy | WEYERHAEUSER CO | $1,849,000 | +4.8% | 55,197 | +6.2% | 0.26% | -24.7% |
| ECL | Buy | ECOLAB INC | $1,834,000 | +23.5% | 13,817 | +16.7% | 0.26% | -11.3% |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $1,775,000 | +71.0% | 21,994 | +70.2% | 0.25% | +22.9% |
| HD | Buy | HOME DEPOT INC | $1,721,000 | +9.6% | 11,216 | +4.9% | 0.24% | -21.3% |
| DE | Buy | DEERE & CO | $1,705,000 | +22.0% | 13,800 | +7.5% | 0.24% | -12.3% |
| IWM | New | ISHARES TRrussell 2000 etf | $1,704,000 | – | 12,087 | +100.0% | 0.24% | – |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $1,654,000 | -0.1% | 20,373 | +6.1% | 0.24% | -27.9% |
| DHR | Buy | DANAHER CORP DEL | $1,572,000 | +15.8% | 18,620 | +17.4% | 0.22% | -16.8% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $1,526,000 | +11.4% | 9,120 | +6.0% | 0.22% | -19.6% |
| HAL | Buy | HALLIBURTON CO | $1,521,000 | -12.8% | 35,608 | +0.5% | 0.22% | -37.2% |
| KMI | New | KINDER MORGAN INC DEL | $1,439,000 | – | 62,950 | +100.0% | 0.20% | – |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $1,376,000 | +34.8% | 44,027 | +29.2% | 0.20% | -3.0% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,350,000 | +175.5% | 10,990 | +175.4% | 0.19% | +97.9% |
| LNC | Buy | LINCOLN NATL CORP IND | $1,333,000 | +25.3% | 19,732 | +21.4% | 0.19% | -10.0% |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $1,159,000 | – | 42,800 | +100.0% | 0.16% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $1,144,000 | – | 22,024 | +100.0% | 0.16% | – |
| RAI | Buy | REYNOLDS AMERICAN INC | $1,144,000 | +43.4% | 17,588 | +38.8% | 0.16% | +3.2% |
| KKR | New | KKR & CO L P DEL | $1,135,000 | – | 61,000 | +100.0% | 0.16% | – |
| BA | Buy | BOEING CO | $1,111,000 | +16.6% | 5,619 | +4.3% | 0.16% | -16.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,087,000 | +132.3% | 13,888 | +146.6% | 0.15% | +67.4% |
| NKE | Buy | NIKE INCcl b | $1,080,000 | +8.2% | 18,302 | +2.2% | 0.15% | -22.3% |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $1,048,000 | +57.4% | 11,305 | +52.7% | 0.15% | +13.7% |
| SPGI | New | S&P GLOBAL INC | $1,035,000 | – | 7,092 | +100.0% | 0.15% | – |
| APD | New | AIR PRODS & CHEMS INC | $983,000 | – | 6,868 | +100.0% | 0.14% | – |
| CSX | Buy | CSX CORP | $989,000 | +51.9% | 18,122 | +29.6% | 0.14% | +9.4% |
| MMM | Buy | 3M CO | $966,000 | +44.2% | 4,644 | +32.6% | 0.14% | +3.8% |
| SYY | Buy | SYSCO CORP | $900,000 | +75.1% | 17,888 | +80.7% | 0.13% | +26.7% |
| XRAY | New | DENTSPLY SIRONA INC | $864,000 | – | 13,331 | +100.0% | 0.12% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $849,000 | – | 3,825 | +100.0% | 0.12% | – |
| GLD | Buy | SPDR GOLD TRUST | $810,000 | +94.2% | 6,866 | +95.6% | 0.12% | +40.2% |
| ACN | Buy | ACCENTURE PLC IRELAND | $801,000 | +64.1% | 6,485 | +59.3% | 0.11% | +18.8% |
| SON | New | SONOCO PRODS CO | $786,000 | – | 15,289 | +100.0% | 0.11% | – |
| ENB | Buy | ENBRIDGE INC | $753,000 | +33.0% | 18,921 | +39.9% | 0.11% | -4.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $742,000 | +38.4% | 6,114 | +28.1% | 0.10% | -0.9% |
| WMT | Buy | WAL-MART STORES INC | $725,000 | +27.9% | 9,565 | +21.6% | 0.10% | -8.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $713,000 | +236.3% | 6,449 | +226.9% | 0.10% | +140.5% |
| CAT | Buy | CATERPILLAR INC DEL | $695,000 | +119.9% | 6,462 | +89.9% | 0.10% | +59.7% |
| DOW | Buy | DOW CHEM CO | $695,000 | +181.4% | 11,035 | +184.2% | 0.10% | +102.0% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $686,000 | +7.2% | 10,072 | +2.3% | 0.10% | -23.0% |
| WPZ | New | WILLIAMS PARTNERS L P NEW | $678,000 | – | 16,901 | +100.0% | 0.10% | – |
| PACW | Buy | PACWEST BANCORP DEL | $653,000 | +0.9% | 13,977 | +15.0% | 0.09% | -27.3% |
| EMB | Buy | ISHARES TRjp mor em mk etf | $654,000 | +5.1% | 5,726 | +4.7% | 0.09% | -24.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $647,000 | +69.8% | 8,087 | +69.4% | 0.09% | +22.7% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $640,000 | +10.5% | 5,258 | +1.7% | 0.09% | -20.2% |
| FB | Buy | FACEBOOK INCcl a | $638,000 | +16.0% | 4,226 | +9.2% | 0.09% | -15.7% |
| APO | New | APOLLO GLOBAL MGMT LLC | $635,000 | – | 24,000 | +100.0% | 0.09% | – |
| WPC | New | W P CAREY INC | $637,000 | – | 9,650 | +100.0% | 0.09% | – |
| NEE | Buy | NEXTERA ENERGY INC | $617,000 | +17.1% | 4,401 | +7.1% | 0.09% | -15.4% |
| SBUX | Buy | STARBUCKS CORP | $611,000 | +3.6% | 10,488 | +3.7% | 0.09% | -25.0% |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $614,000 | – | 9,409 | +100.0% | 0.09% | – |
| GIS | Buy | GENERAL MLS INC | $577,000 | -4.5% | 10,424 | +1.8% | 0.08% | -31.1% |
| KMB | Buy | KIMBERLY CLARK CORP | $576,000 | +11.0% | 4,459 | +12.9% | 0.08% | -19.6% |
| SLV | New | ISHARES SILVER TRUSTishares | $560,000 | – | 35,663 | +100.0% | 0.08% | – |
| EFX | Buy | EQUIFAX INC | $552,000 | +117.3% | 4,014 | +116.4% | 0.08% | +56.0% |
| IGHG | New | PROSHARES TRinvt int rt hg | $544,000 | – | 7,105 | +100.0% | 0.08% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $541,000 | – | 12,537 | +100.0% | 0.08% | – |
| DLR | Buy | DIGITAL RLTY TR INC | $535,000 | +17.1% | 4,740 | +10.2% | 0.08% | -15.6% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $514,000 | +26.6% | 2,411 | +22.4% | 0.07% | -8.8% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $510,000 | +7.1% | 5,769 | +6.3% | 0.07% | -23.4% |
| ALL | New | ALLSTATE CORP | $448,000 | – | 5,067 | +100.0% | 0.06% | – |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $431,000 | +6.2% | 6,756 | +9.6% | 0.06% | -23.8% |
| CLX | New | CLOROX CO DEL | $386,000 | – | 2,900 | +100.0% | 0.06% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $382,000 | – | 3,713 | +100.0% | 0.05% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $365,000 | +15.1% | 2,924 | +11.0% | 0.05% | -17.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $359,000 | +20.9% | 5,902 | +15.1% | 0.05% | -13.6% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $347,000 | – | 6,448 | +100.0% | 0.05% | – |
| RTN | Buy | RAYTHEON CO | $337,000 | +31.6% | 2,091 | +24.5% | 0.05% | -4.0% |
| ETP | New | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $337,000 | – | 16,524 | +100.0% | 0.05% | – |
| GLW | New | CORNING INC | $338,000 | – | 11,253 | +100.0% | 0.05% | – |
| DEO | New | DIAGEO P L Cspon adr new | $340,000 | – | 2,837 | +100.0% | 0.05% | – |
| FTV | Buy | FORTIVE CORP | $324,000 | +23.7% | 5,122 | +17.4% | 0.05% | -11.5% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $314,000 | +12.1% | 9,233 | +2.5% | 0.04% | -18.2% |
| ES | Buy | EVERSOURCE ENERGY | $310,000 | +4.7% | 5,106 | +1.5% | 0.04% | -24.1% |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $309,000 | – | 5,941 | +100.0% | 0.04% | – |
| IGIB | Buy | ISHARES TRinterm cr bd etf | $312,000 | +7.2% | 2,840 | +6.4% | 0.04% | -22.8% |
| PX | New | PRAXAIR INC | $306,000 | – | 2,310 | +100.0% | 0.04% | – |
| PAYX | Buy | PAYCHEX INC | $297,000 | -1.3% | 5,212 | +1.9% | 0.04% | -28.8% |
| TMUS | New | T MOBILE US INC | $287,000 | – | 4,735 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66 | $291,000 | – | 3,521 | +100.0% | 0.04% | – |
| ARLP | New | ALLIANCE RES PARTNER L Put ltd part | $291,000 | – | 15,400 | +100.0% | 0.04% | – |
| PH | New | PARKER HANNIFIN CORP | $287,000 | – | 1,795 | +100.0% | 0.04% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $289,000 | – | 2,453 | +100.0% | 0.04% | – |
| XYL | New | XYLEM INC | $291,000 | – | 5,246 | +100.0% | 0.04% | – |
| AEE | Buy | AMEREN CORP | $283,000 | +22.5% | 5,188 | +22.5% | 0.04% | -13.0% |
| BLK | Buy | BLACKROCK INC | $282,000 | +15.6% | 668 | +5.0% | 0.04% | -16.7% |
| FDX | Buy | FEDEX CORP | $274,000 | +27.4% | 1,263 | +14.5% | 0.04% | -7.1% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $272,000 | +17.2% | 5,613 | +17.1% | 0.04% | -15.2% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $276,000 | – | 3,155 | +100.0% | 0.04% | – |
| PFF | New | ISHARES TRu.s. pfd stk etf | $274,000 | – | 6,971 | +100.0% | 0.04% | – |
| WCN | Buy | WASTE CONNECTIONS INC | $265,000 | +9.5% | 4,112 | +50.0% | 0.04% | -20.8% |
| HAS | Buy | HASBRO INC | $271,000 | +17.3% | 2,427 | +5.0% | 0.04% | -17.4% |
| SNY | New | SANOFIsponsored adr | $268,000 | – | 5,593 | +100.0% | 0.04% | – |
| AZO | New | AUTOZONE INC | $258,000 | – | 453 | +100.0% | 0.04% | – |
| TRP | New | TRANSCANADA CORP | $262,000 | – | 5,500 | +100.0% | 0.04% | – |
| TRV | Buy | TRAVELERS COMPANIES INC | $261,000 | +9.2% | 2,060 | +4.0% | 0.04% | -21.3% |
| SPH | New | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $250,000 | – | 10,500 | +100.0% | 0.04% | – |
| CWB | New | SPDR SERIES TRUSTblmbrg brc cnvrt | $241,000 | – | 4,863 | +100.0% | 0.03% | – |
| UGI | Buy | UGI CORP NEW | $233,000 | +0.4% | 4,810 | +2.3% | 0.03% | -28.3% |
| DON | New | WISDOMTREE TRus midcap divid | $230,000 | – | 2,348 | +100.0% | 0.03% | – |
| IGSB | New | ISHARES TR1-3 yr cr bd etf | $234,000 | – | 2,222 | +100.0% | 0.03% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $227,000 | – | 4,105 | +100.0% | 0.03% | – |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $220,000 | +8.4% | 1,755 | +4.2% | 0.03% | -22.5% |
| RSG | Buy | REPUBLIC SERVICES INC | $210,000 | +3.4% | 3,293 | +1.9% | 0.03% | -25.0% |
| DRE | New | DUKE REALTY CORP | $210,000 | – | 7,500 | +100.0% | 0.03% | – |
| LOW | New | LOWES COS INC | $212,000 | – | 2,743 | +100.0% | 0.03% | – |
| XL | New | XL GROUP LTD | $202,000 | – | 4,600 | +100.0% | 0.03% | – |
| LAZ | New | LAZARD LTD | $206,000 | – | 4,435 | +100.0% | 0.03% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $194,000 | – | 3,549 | +100.0% | 0.03% | – |
| CDK | New | CDK GLOBAL INC | $198,000 | – | 3,190 | +100.0% | 0.03% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $190,000 | – | 2,225 | +100.0% | 0.03% | – |
| EXC | New | EXELON CORP | $162,000 | – | 4,500 | +100.0% | 0.02% | – |
| ED | New | CONSOLIDATED EDISON INC | $164,000 | – | 2,023 | +100.0% | 0.02% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspon adr a | $157,000 | – | 2,950 | +100.0% | 0.02% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $146,000 | – | 10,200 | +100.0% | 0.02% | – |
| CULP | New | CULP INC | $145,000 | – | 4,473 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INC | $143,000 | – | 1,582 | +100.0% | 0.02% | – |
| IAU | Buy | ISHARES GOLD TRUSTishares | $131,000 | +5.6% | 10,959 | +5.8% | 0.02% | -20.8% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $134,000 | – | 1,685 | +100.0% | 0.02% | – |
| REPYY | New | REPSOL YPF S A SPONSORED ADR | $127,000 | – | 8,300 | +100.0% | 0.02% | – |
| SPHD | New | POWERSHARES ETF TRUST II | $126,000 | – | 3,132 | +100.0% | 0.02% | – |
| UN | New | UNILEVER N V | $127,000 | – | 2,300 | +100.0% | 0.02% | – |
| AON | New | AON PLC | $126,000 | – | 948 | +100.0% | 0.02% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $114,000 | – | 1,411 | +100.0% | 0.02% | – |
| MON | New | MONSANTO CO NEW | $114,000 | – | 961 | +100.0% | 0.02% | – |
| VSM | New | VERSUM MATLS INC | $111,000 | – | 3,421 | +100.0% | 0.02% | – |
| PSK | New | SPDR SERIES TRUSTwells fg pfd etf | $110,000 | – | 2,444 | +100.0% | 0.02% | – |
| EEMV | New | ISHARES TRmin vol emrg mkt | $104,000 | – | 1,869 | +100.0% | 0.02% | – |
| ITT | New | ITT INC | $105,000 | – | 2,623 | +100.0% | 0.02% | – |
| EFAV | New | ISHARES TRmin vol eafe etf | $99,000 | – | 1,390 | +100.0% | 0.01% | – |
| BAC | New | BANK AMER CORP | $97,000 | – | 3,986 | +100.0% | 0.01% | – |
| FBNC | New | FIRST BANCORP N C | $100,000 | – | 3,180 | +100.0% | 0.01% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $100,000 | – | 3,200 | +100.0% | 0.01% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $89,000 | – | 1,000 | +100.0% | 0.01% | – |
| BBY | New | BEST BUY INC | $86,000 | – | 1,500 | +100.0% | 0.01% | – |
| PFG | New | PRINCIPAL FINL GROUP INC | $85,000 | – | 1,324 | +100.0% | 0.01% | – |
| DISH | New | DISH NETWORK CORPcl a | $78,000 | – | 1,250 | +100.0% | 0.01% | – |
| AMG | New | AFFILIATED MANAGERS GROUP | $81,000 | – | 488 | +100.0% | 0.01% | – |
| HOME | New | AT HOME GROUP INC | $78,000 | – | 3,333 | +100.0% | 0.01% | – |
| BAX | New | BAXTER INTL INC | $79,000 | – | 1,315 | +100.0% | 0.01% | – |
| TEVA | New | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $75,000 | – | 2,252 | +100.0% | 0.01% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $75,000 | – | 750 | +100.0% | 0.01% | – |
| ANTM | New | ANTHEM INC | $75,000 | – | 400 | +100.0% | 0.01% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $72,000 | – | 410 | +100.0% | 0.01% | – |
| GM | New | GENERAL MTRS CO | $71,000 | – | 2,043 | +100.0% | 0.01% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $68,000 | – | 792 | +100.0% | 0.01% | – |
| USMV | New | ISHARES TRmin vol eafe etf | $69,000 | – | 1,404 | +100.0% | 0.01% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $62,000 | – | 2,175 | +100.0% | 0.01% | – |
| CDW | New | CDW CORP | $65,000 | – | 1,032 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $61,000 | – | 475 | +100.0% | 0.01% | – |
| OGE | New | OGE ENERGY CORP | $63,000 | – | 1,800 | +100.0% | 0.01% | – |
| EOS | New | EATON VANCE ENH EQTY INC FD | $63,000 | – | 4,330 | +100.0% | 0.01% | – |
| INTU | New | INTUIT | $64,000 | – | 479 | +100.0% | 0.01% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $60,000 | – | 3,600 | +100.0% | 0.01% | – |
| HRS | New | HARRIS CORP DEL | $60,000 | – | 549 | +100.0% | 0.01% | – |
| HSY | New | HERSHEY CO | $58,000 | – | 540 | +100.0% | 0.01% | – |
| GD | New | GENERAL DYNAMICS CORP | $59,000 | – | 300 | +100.0% | 0.01% | – |
| CHD | New | CHURCH & DWIGHT INC | $55,000 | – | 1,068 | +100.0% | 0.01% | – |
| LEN | New | LENNAR CORPcl a | $59,000 | – | 1,100 | +100.0% | 0.01% | – |
| AMP | New | AMERIPRISE FINL INC | $55,000 | – | 430 | +100.0% | 0.01% | – |
| CME | New | CME GROUP INC | $53,000 | – | 425 | +100.0% | 0.01% | – |
| HES | New | HESS CORP | $54,000 | – | 1,230 | +100.0% | 0.01% | – |
| ATH | New | ATHENE HLDG LTDcl a | $47,000 | – | 925 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP | $46,000 | – | 1,777 | +100.0% | 0.01% | – |
| OMC | New | OMNICOM GROUP INC | $51,000 | – | 617 | +100.0% | 0.01% | – |
| DOV | New | DOVER CORP | $48,000 | – | 600 | +100.0% | 0.01% | – |
| TEL | New | TE CONNECTIVITY LTD | $47,000 | – | 595 | +100.0% | 0.01% | – |
| IPGP | New | IPG PHOTONICS CORP | $47,000 | – | 325 | +100.0% | 0.01% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $52,000 | – | 225 | +100.0% | 0.01% | – |
| FISV | New | FISERV INC | $52,000 | – | 425 | +100.0% | 0.01% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $39,000 | – | 175 | +100.0% | 0.01% | – |
| A | New | AGILENT TECHNOLOGIES INC | $40,000 | – | 667 | +100.0% | 0.01% | – |
| ANSS | New | ANSYS INC | $39,000 | – | 323 | +100.0% | 0.01% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $40,000 | – | 610 | +100.0% | 0.01% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $43,000 | – | 300 | +100.0% | 0.01% | – |
| MKL | New | MARKEL CORP | $44,000 | – | 45 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $43,000 | – | 1,245 | +100.0% | 0.01% | – |
| TRU | New | TRANSUNION | $42,000 | – | 975 | +100.0% | 0.01% | – |
| DRI | New | DARDEN RESTAURANTS INC | $45,000 | – | 500 | +100.0% | 0.01% | – |
| COG | New | CABOT OIL & GAS CORP | $43,000 | – | 1,700 | +100.0% | 0.01% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $42,000 | – | 1,500 | +100.0% | 0.01% | – |
| BFA | New | BROWN FORMAN CORPcl a | $42,000 | – | 850 | +100.0% | 0.01% | – |
| LNT | New | ALLIANT ENERGY CORP | $43,000 | – | 1,075 | +100.0% | 0.01% | – |
| ASML | New | ASML HOLDING N V | $39,000 | – | 300 | +100.0% | 0.01% | – |
| KEY | New | KEYCORP NEW | $39,000 | – | 2,100 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $41,000 | – | 350 | +100.0% | 0.01% | – |
| EOI | New | EATON VANCE ENHANCED EQ INC | $35,000 | – | 2,534 | +100.0% | 0.01% | – |
| SEIC | New | SEI INVESTMENTS CO | $35,000 | – | 647 | +100.0% | 0.01% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $35,000 | – | 1,223 | +100.0% | 0.01% | – |
| IDXX | New | IDEXX LABS INC | $33,000 | – | 205 | +100.0% | 0.01% | – |
| SPLV | New | POWERSHARES ETF TRUST IIs&p500 low vol | $33,000 | – | 740 | +100.0% | 0.01% | – |
| TFX | New | TELEFLEX INC | $34,000 | – | 163 | +100.0% | 0.01% | – |
| DVN | New | DEVON ENERGY CORP NEW | $34,000 | – | 1,075 | +100.0% | 0.01% | – |
| WRB | New | BERKLEY W R CORP | $36,000 | – | 525 | +100.0% | 0.01% | – |
| HSIC | New | SCHEIN HENRY INC | $25,000 | – | 134 | +100.0% | 0.00% | – |
| NUE | New | NUCOR CORP | $31,000 | – | 538 | +100.0% | 0.00% | – |
| BIO | New | BIO RAD LABS INCcl a | $29,000 | – | 130 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $28,000 | – | 511 | +100.0% | 0.00% | – |
| NBL | New | NOBLE ENERGY INC | $31,000 | – | 1,100 | +100.0% | 0.00% | – |
| BLKB | New | BLACKBAUD INC | $29,000 | – | 338 | +100.0% | 0.00% | – |
| FICO | New | FAIR ISAAC CORP | $31,000 | – | 225 | +100.0% | 0.00% | – |
| BKLN | New | POWERSHARES ETF TRUST IIsenior ln port | $29,000 | – | 1,242 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $30,000 | – | 655 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $26,000 | – | 480 | +100.0% | 0.00% | – |
| CF | New | CF INDS HLDGS INC | $27,000 | – | 950 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORP | $30,000 | – | 262 | +100.0% | 0.00% | – |
| KEX | New | KIRBY CORP | $18,000 | – | 270 | +100.0% | 0.00% | – |
| AYI | New | ACUITY BRANDS INC | $22,000 | – | 108 | +100.0% | 0.00% | – |
| ATR | New | APTARGROUP INC | $19,000 | – | 222 | +100.0% | 0.00% | – |
| CSL | New | CARLISLE COS INC | $22,000 | – | 227 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $24,000 | – | 244 | +100.0% | 0.00% | – |
| GGG | New | GRACO INC | $18,000 | – | 161 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $24,000 | – | 233 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $21,000 | – | 235 | +100.0% | 0.00% | – |
| IWR | New | ISHARES TRrus mid cap etf | $20,000 | – | 104 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $21,000 | – | 388 | +100.0% | 0.00% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $21,000 | – | 35 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $22,000 | – | 500 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INC | $20,000 | – | 253 | +100.0% | 0.00% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $24,000 | – | 369 | +100.0% | 0.00% | – |
| PPL | New | PPL CORP | $19,000 | – | 487 | +100.0% | 0.00% | – |
| SBH | New | SALLY BEAUTY HLDGS INC | $19,000 | – | 931 | +100.0% | 0.00% | – |
| UFI | New | UNIFI INC | $19,000 | – | 633 | +100.0% | 0.00% | – |
| IVZ | New | INVESCO LTD | $19,000 | – | 538 | +100.0% | 0.00% | – |
| MANH | New | MANHATTAN ASSOCS INC | $12,000 | – | 260 | +100.0% | 0.00% | – |
| TTE | New | TOTAL S A SPONSORED ADR | $17,000 | – | 337 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINL | $13,000 | – | 425 | +100.0% | 0.00% | – |
| SERV | New | SERVICEMASTER GLOBAL HLDGS I | $11,000 | – | 270 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $12,000 | – | 200 | +100.0% | 0.00% | – |
| SNI | New | SCRIPPS NETWORKS INTERACT IN | $14,000 | – | 200 | +100.0% | 0.00% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $16,000 | – | 351 | +100.0% | 0.00% | – |
| RPM | New | RPM INTL INC | $12,000 | – | 216 | +100.0% | 0.00% | – |
| UMPQ | New | UMPQUA HLDGS CORP | $13,000 | – | 726 | +100.0% | 0.00% | – |
| VAR | New | VARIAN MED SYS INC | $16,000 | – | 152 | +100.0% | 0.00% | – |
| VTR | New | VENTAS INC | $14,000 | – | 196 | +100.0% | 0.00% | – |
| LSTR | New | LANDSTAR SYS INC | $16,000 | – | 190 | +100.0% | 0.00% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $12,000 | – | 75 | +100.0% | 0.00% | – |
| LLL | New | L3 TECHNOLOGIES INC COM | $17,000 | – | 99 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHOLOGIES INC | $13,000 | – | 333 | +100.0% | 0.00% | – |
| K | New | KELLOGG CO | $17,000 | – | 246 | +100.0% | 0.00% | – |
| GILD | New | GILEAD SCIENCES INC | $14,000 | – | 193 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $15,000 | – | 121 | +100.0% | 0.00% | – |
| WEX | New | WEX INC | $11,000 | – | 104 | +100.0% | 0.00% | – |
| WFM | New | WHOLE FOODS MKT INC | $13,000 | – | 300 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESH SYS INC | $16,000 | – | 97 | +100.0% | 0.00% | – |
| DCI | New | DONALDSON INC | $15,000 | – | 324 | +100.0% | 0.00% | – |
| CFR | New | CULLEN FROST BANKERS INC | $17,000 | – | 178 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $17,000 | – | 542 | +100.0% | 0.00% | – |
| COLM | New | COLUMBIA SPORTSWEAR CO | $12,000 | – | 201 | +100.0% | 0.00% | – |
| LILAK | New | LIBERTY GLOBAL PLC | $12,000 | – | 558 | +100.0% | 0.00% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $15,000 | – | 197 | +100.0% | 0.00% | – |
| ARMK | New | ARAMARK | $16,000 | – | 400 | +100.0% | 0.00% | – |
| APC | New | ANADARKO PETE CORP | $14,000 | – | 300 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $16,000 | – | 295 | +100.0% | 0.00% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $9,000 | – | 192 | +100.0% | 0.00% | – |
| ILG | New | ILG INC | $9,000 | – | 322 | +100.0% | 0.00% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $10,000 | – | 154 | +100.0% | 0.00% | – |
| HCP | New | HCP INC | $9,000 | – | 295 | +100.0% | 0.00% | – |
| DBC | New | POWERSHARES DB CMDTY IDX TRAunit ben int | $8,000 | – | 585 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GROUP | $7,000 | – | 154 | +100.0% | 0.00% | – |
| TWX | New | TIME WARNER INC | $8,000 | – | 82 | +100.0% | 0.00% | – |
| TECH | New | BIO TECHNE CORP | $10,000 | – | 81 | +100.0% | 0.00% | – |
| PSA | New | PUBLIC STORAGE | $9,000 | – | 41 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORP | $5,000 | – | 34 | +100.0% | 0.00% | – |
| O | New | REALTY INCOME CORP | $6,000 | – | 116 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE COM INC | $8,000 | – | 95 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $6,000 | – | 15 | +100.0% | 0.00% | – |
| APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $6,000 | – | 211 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC | $5,000 | – | 20 | +100.0% | 0.00% | – |
| JLL | New | JONES LANG LASALLE INC | $6,000 | – | 50 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DEL | $6,000 | – | 573 | +100.0% | 0.00% | – |
| WEN | New | WENDYS CO | $9,000 | – | 554 | +100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC | $8,000 | – | 125 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $8,000 | – | 280 | +100.0% | 0.00% | – |
| TRN | New | TRINITY INDS INC | $9,000 | – | 332 | +100.0% | 0.00% | – |
| VEC | New | VECTRUS INC | $9,000 | – | 291 | +100.0% | 0.00% | – |
| DTN | New | WISDOMTREE TRus divid ex fncl | $8,000 | – | 101 | +100.0% | 0.00% | – |
| FNB | New | FNB CORP PA | $8,000 | – | 540 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYS INC | $10,000 | – | 301 | +100.0% | 0.00% | – |
| CY | New | CYPRESS SEMICONDUCTOR CORP | $3,000 | – | 245 | +100.0% | 0.00% | – |
| HST | New | HOST HOTELS & RESORTS INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $3,000 | – | 66 | +100.0% | 0.00% | – |
| VIAB | New | VIACOM INC NEWcl b | $1,000 | – | 20 | +100.0% | 0.00% | – |
| HTD | New | HANCOCK JOHN TAX-ADV DIV INC | $1,000 | – | 55 | +100.0% | 0.00% | – |
| HNI | New | HNI CORP | $3,000 | – | 86 | +100.0% | 0.00% | – |
| FTR | New | FRONTIER COMMUNICATIONS CORP | $1,000 | – | 738 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $2,000 | – | 186 | +100.0% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
| DRQ | New | DRIL-QUIP INC | $3,000 | – | 63 | +100.0% | 0.00% | – |
| DTY | New | DTE ENERGY CO | $2,000 | – | 75 | +100.0% | 0.00% | – |
| TIME | New | TIME INC NEW COM | $0 | – | 2 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| RYN | New | RAYONIER INC | $2,000 | – | 64 | +100.0% | 0.00% | – |
| WFTIQ | New | WEATHERFORD INTL PLC | $0 | – | 100 | +100.0% | 0.00% | – |
| POT | New | POTASH CORP SASK INC | $1,000 | – | 90 | +100.0% | 0.00% | – |
| OII | New | OCEANEERING INTL INC | $3,000 | – | 147 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW | $1,000 | – | 23 | +100.0% | 0.00% | – |
| LUMN | New | CENTURYLINK INC | $2,000 | – | 109 | +100.0% | 0.00% | – |
| CAJ | New | CANON INCsponsored adr | $3,000 | – | 97 | +100.0% | 0.00% | – |
| CRCQQ | New | CALIFORNIA RES CORP | $0 | – | 52 | +100.0% | 0.00% | – |
| NEBLQ | New | NOBLE CORP PLC | $0 | – | 66 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Pinnacle Bank #1
- Pinnacle Wealth Advisors #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINNACLE FINL PARTNERS INC | 45 | Q2 2024 | 9.6% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 4.3% |
| APPLE INC | 45 | Q2 2024 | 5.5% |
| MICROSOFT CORP | 45 | Q2 2024 | 5.3% |
| AMAZON COM INC | 45 | Q2 2024 | 3.6% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 2.8% |
| UNITEDHEALTH GROUP INC | 45 | Q2 2024 | 3.5% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 4.0% |
| HCA HOLDINGS INC | 45 | Q2 2024 | 2.4% |
| VISA INC | 45 | Q2 2024 | 2.6% |
View PINNACLE FINANCIAL PARTNERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 10-Q | 2024-08-07 |
| 13F-HR | 2024-08-06 |
| 3 | 2024-07-26 |
| 8-K | 2024-07-18 |
| 8-K | 2024-07-17 |
| 11-K | 2024-06-26 |
| 10-Q | 2024-05-10 |
| 4 | 2024-05-10 |
| 144 | 2024-05-09 |
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.