$779 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 638 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $74,498,000 | +365.3% | 1,112,747 | +337.7% | 9.56% | +320.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $25,423,000 | +931.4% | 203,280 | +881.5% | 3.26% | +832.0% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $20,964,000 | +2673.0% | 176,895 | +2625.7% | 2.69% | +2414.0% |
| XOM | Buy | EXXON MOBIL CORP | $14,221,000 | +32.0% | 173,464 | +30.0% | 1.82% | +19.4% |
| KO | Buy | COCA COLA CO | $12,225,000 | +78.4% | 271,619 | +77.8% | 1.57% | +61.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $11,208,000 | +3.8% | 76,245 | +0.6% | 1.44% | -6.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $10,559,000 | +1.0% | 81,215 | +2.8% | 1.36% | -8.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,051,000 | +6.4% | 105,232 | +1.8% | 1.29% | -3.8% |
| ABBV | Buy | ABBVIE INC | $10,044,000 | +24.7% | 113,039 | +1.7% | 1.29% | +12.7% |
| CVX | Buy | CHEVRON CORP NEW | $9,855,000 | +34.6% | 83,875 | +19.6% | 1.26% | +21.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $9,806,000 | +29.6% | 31,605 | +16.0% | 1.26% | +17.1% |
| T | Buy | AT&T INC | $9,513,000 | +27.5% | 242,876 | +22.9% | 1.22% | +15.3% |
| WFC | Buy | WELLS FARGO CO NEW | $8,294,000 | -0.5% | 150,407 | +0.0% | 1.06% | -10.1% |
| PEP | Buy | PEPSICO INC | $8,041,000 | -2.7% | 72,158 | +0.9% | 1.03% | -12.0% |
| INTC | Buy | INTEL CORP | $7,844,000 | +15.4% | 205,988 | +2.2% | 1.01% | +4.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $7,644,000 | +5.7% | 46,474 | +0.2% | 0.98% | -4.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,215,000 | +17.5% | 97,206 | +10.9% | 0.93% | +6.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,064,000 | +23.8% | 142,729 | +11.8% | 0.91% | +11.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $6,933,000 | +19.2% | 52,225 | +14.1% | 0.89% | +7.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,881,000 | +5.4% | 75,637 | +0.9% | 0.88% | -4.7% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $5,619,000 | +22.1% | 69,295 | +17.7% | 0.72% | +10.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $5,461,000 | +13.5% | 65,059 | +13.0% | 0.70% | +2.6% |
| BBT | Buy | BB&T CORP | $5,270,000 | +18.5% | 112,263 | +14.6% | 0.68% | +7.1% |
| MO | Buy | ALTRIA GROUP INC | $5,237,000 | -2.7% | 82,584 | +14.3% | 0.67% | -12.0% |
| EMR | Buy | EMERSON ELEC CO | $5,068,000 | +15.8% | 80,643 | +9.8% | 0.65% | +4.7% |
| PFE | Buy | PFIZER INC | $4,728,000 | +16.7% | 132,419 | +9.8% | 0.61% | +5.6% |
| SLB | Buy | SCHLUMBERGER LTD | $4,494,000 | +68.8% | 64,400 | +59.3% | 0.58% | +52.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,430,000 | +8.2% | 13,576 | +5.4% | 0.57% | -2.2% |
| EFV | Buy | ISHARES TReafe value etf | $4,258,000 | +8.6% | 77,978 | +2.8% | 0.55% | -2.0% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,166,000 | +9.2% | 53,835 | +4.3% | 0.54% | -1.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,024,000 | -1.6% | 36,247 | +4.1% | 0.52% | -11.2% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $3,973,000 | +25.8% | 35,096 | +20.1% | 0.51% | +13.8% |
| VLO | Buy | VALERO ENERGY CORP NEW | $3,944,000 | +58.4% | 51,275 | +38.9% | 0.51% | +43.3% |
| USB | Buy | US BANCORP DEL | $3,933,000 | +15.4% | 73,397 | +11.8% | 0.50% | +4.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,829,000 | +13.6% | 15,134 | +9.3% | 0.49% | +2.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,662,000 | +10.1% | 19,979 | +1.7% | 0.47% | -0.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $3,352,000 | +23.8% | 30,667 | +16.1% | 0.43% | +12.0% |
| SO | Buy | SOUTHERN CO | $3,328,000 | +3.9% | 67,732 | +1.2% | 0.43% | -6.2% |
| LLY | Buy | LILLY ELI & CO | $3,172,000 | +4.1% | 37,083 | +0.1% | 0.41% | -6.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $3,125,000 | +30.3% | 36,795 | +29.0% | 0.40% | +17.9% |
| NKE | Buy | NIKE INCcl b | $3,085,000 | +185.6% | 59,506 | +225.1% | 0.40% | +158.8% |
| ETN | Buy | EATON CORP PLC | $2,888,000 | +4.8% | 37,615 | +6.3% | 0.37% | -5.1% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,762,000 | +27.0% | 43,333 | +11.0% | 0.35% | +14.6% |
| UNP | Buy | UNION PAC CORP | $2,714,000 | +21.7% | 23,401 | +14.3% | 0.35% | +9.8% |
| IP | Buy | INTL PAPER CO | $2,625,000 | +7.8% | 46,195 | +7.4% | 0.34% | -2.6% |
| D | Buy | DOMINION ENERGY INC | $2,625,000 | +12.3% | 34,126 | +11.9% | 0.34% | +1.5% |
| WM | Buy | WASTE MGMT INC DEL | $2,547,000 | +14.3% | 32,550 | +7.1% | 0.33% | +3.5% |
| DHR | Buy | DANAHER CORP DEL | $2,488,000 | +58.3% | 29,008 | +55.8% | 0.32% | +43.0% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $2,464,000 | +3.6% | 26,986 | +0.9% | 0.32% | -6.5% |
| AEP | Buy | AMERICAN ELEC PWR INC | $2,466,000 | +251.8% | 35,106 | +248.4% | 0.32% | +216.0% |
| BP | Buy | BP PLCsponsored adr | $2,444,000 | +12.1% | 63,589 | +1.1% | 0.31% | +1.3% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $2,417,000 | +22.3% | 38,646 | +6.5% | 0.31% | +10.7% |
| MCD | Buy | MCDONALDS CORP | $2,391,000 | +14.5% | 15,256 | +11.9% | 0.31% | +3.4% |
| HD | Buy | HOME DEPOT INC | $2,251,000 | +30.8% | 13,765 | +22.7% | 0.29% | +18.4% |
| KSS | Buy | KOHLS CORP | $2,200,000 | +23.8% | 48,183 | +4.8% | 0.28% | +11.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,136,000 | +25.4% | 14,421 | +19.3% | 0.27% | +13.2% |
| BMO | Buy | BANK MONTREAL QUE | $2,063,000 | +11.5% | 27,256 | +8.2% | 0.26% | +0.8% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,028,000 | +6.2% | 12,338 | +3.3% | 0.26% | -4.1% |
| WY | Buy | WEYERHAEUSER CO | $1,968,000 | +6.4% | 57,825 | +4.8% | 0.25% | -3.4% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $1,964,000 | +18.7% | 22,440 | +10.1% | 0.25% | +7.2% |
| DWDP | New | DOWDUPONT INC | $1,926,000 | – | 27,812 | +100.0% | 0.25% | – |
| GEM | Buy | GOLDMAN SACHS GROUP INC | $1,662,000 | +20.8% | 49,678 | +12.8% | 0.21% | +9.2% |
| SPGI | Buy | S&P GLOBAL INC | $1,496,000 | +44.5% | 9,568 | +34.9% | 0.19% | +30.6% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,371,000 | +19.8% | 25,843 | +17.3% | 0.18% | +8.6% |
| MMM | Buy | 3M CO | $1,328,000 | +37.5% | 6,329 | +36.3% | 0.17% | +24.1% |
| GLD | Buy | SPDR GOLD TRUST | $1,318,000 | +62.7% | 10,840 | +57.9% | 0.17% | +47.0% |
| SYY | Buy | SYSCO CORP | $970,000 | +7.8% | 17,965 | +0.4% | 0.12% | -3.1% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $960,000 | +71.4% | 60,981 | +71.0% | 0.12% | +55.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $945,000 | +18.0% | 6,999 | +7.9% | 0.12% | +6.1% |
| ENB | Buy | ENBRIDGE INC | $941,000 | +25.0% | 22,488 | +18.9% | 0.12% | +13.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $938,000 | +8.6% | 8,689 | +5.6% | 0.12% | -2.4% |
| PACW | Buy | PACWEST BANCORP DEL | $919,000 | +40.7% | 18,185 | +30.1% | 0.12% | +26.9% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $838,000 | +4.9% | 10,494 | +4.9% | 0.11% | -4.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $815,000 | +14.3% | 6,789 | +5.3% | 0.10% | +4.0% |
| GIS | Buy | GENERAL MLS INC | $758,000 | +31.4% | 14,642 | +40.5% | 0.10% | +18.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $658,000 | +138.4% | 7,472 | +136.8% | 0.08% | +115.4% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $635,000 | +3.4% | 9,445 | +0.4% | 0.08% | -6.9% |
| DLR | Buy | DIGITAL RLTY TR INC | $583,000 | +9.0% | 4,923 | +3.9% | 0.08% | -1.3% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $579,000 | +87.4% | 10,590 | +78.3% | 0.07% | +68.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $504,000 | +31.9% | 4,769 | +28.4% | 0.06% | +20.4% |
| ALL | Buy | ALLSTATE CORP | $469,000 | +4.7% | 5,104 | +0.7% | 0.06% | -6.2% |
| BLK | Buy | BLACKROCK INC | $454,000 | +61.0% | 1,016 | +52.1% | 0.06% | +45.0% |
| VFC | Buy | V F CORP | $438,000 | +3550.0% | 6,886 | +3343.0% | 0.06% | +2700.0% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $415,000 | – | 6,651 | +100.0% | 0.05% | – |
| DEO | Buy | DIAGEO P L Cspon adr new | $385,000 | +13.2% | 2,912 | +2.6% | 0.05% | +2.1% |
| GLW | Buy | CORNING INC | $383,000 | +13.3% | 12,772 | +13.5% | 0.05% | +2.1% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $360,000 | +24.6% | 2,957 | +20.5% | 0.05% | +12.2% |
| IBB | New | ISHARES TRnasdaq biotech | $342,000 | – | 1,025 | +100.0% | 0.04% | – |
| FDX | Buy | FEDEX CORP | $288,000 | +5.1% | 1,278 | +1.2% | 0.04% | -5.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $266,000 | +37.1% | 4,488 | +26.5% | 0.03% | +21.4% |
| LULU | New | LULULEMON ATHLETICA INC | $261,000 | – | 4,192 | +100.0% | 0.03% | – |
| AFL | Buy | AFLAC INC | $248,000 | +11.7% | 3,056 | +7.1% | 0.03% | 0.0% |
| SCHW | New | CHARLES SCHWAB CORP | $231,000 | – | 5,271 | +100.0% | 0.03% | – |
| GCO | New | GENESCO INC | $226,000 | – | 8,500 | +100.0% | 0.03% | – |
| RSG | Buy | REPUBLIC SERVICES INC | $222,000 | +5.7% | 3,362 | +2.1% | 0.03% | -6.7% |
| WB | New | WEIBO CORPsponsored adr | $220,000 | – | 2,220 | +100.0% | 0.03% | – |
| EOG | Buy | EOG RES INC | $213,000 | +49.0% | 2,202 | +39.2% | 0.03% | +35.0% |
| EBAY | New | EBAY INC | $206,000 | – | 5,349 | +100.0% | 0.03% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $205,000 | – | 3,100 | +100.0% | 0.03% | – |
| New | CHEVRON CORP NEW | $20,000 | – | 173 | +100.0% | 0.00% | – | |
| New | CATERPILLAR INC DEL | $18,000 | – | 148 | +100.0% | 0.00% | – | |
| New | CELGENE CORP | $10,000 | – | 71 | +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 2017-11-08
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 |
|---|---|
| 10-Q | 2024-05-10 |
| 4 | 2024-05-10 |
| 144 | 2024-05-09 |
| 13F-HR | 2024-04-30 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 144 | 2024-04-26 |
| 8-K | 2024-04-26 |
| S-8 | 2024-04-26 |
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.