$948 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 669 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 20.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $75,453,000 | +1.3% | 1,138,053 | +2.3% | 7.96% | -16.8% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $28,421,000 | +3178.1% | 339,025 | +3209.5% | 3.00% | +2600.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $26,904,000 | +8.7% | 100,818 | +2.4% | 2.84% | -10.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $26,615,000 | +4.7% | 197,620 | -2.8% | 2.81% | -13.9% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $21,409,000 | +2.1% | 172,185 | -2.7% | 2.26% | -16.1% |
| MSFT | Buy | MICROSOFT CORP | $18,008,000 | +20.6% | 210,519 | +5.1% | 1.90% | -0.8% |
| AAPL | Buy | APPLE INC | $16,086,000 | +19.2% | 95,056 | +8.6% | 1.70% | -2.0% |
| XOM | Buy | EXXON MOBIL CORP | $15,185,000 | +6.8% | 181,555 | +4.7% | 1.60% | -12.3% |
| KO | Buy | COCA COLA CO | $13,500,000 | +10.4% | 294,242 | +8.3% | 1.42% | -9.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $13,125,000 | +30.6% | 122,733 | +16.6% | 1.38% | +7.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,996,000 | +13.6% | 85,854 | +5.7% | 1.26% | -6.6% |
| CVX | Buy | CHEVRON CORP NEW | $11,286,000 | +14.5% | 90,151 | +7.5% | 1.19% | -5.9% |
| AMZN | Buy | AMAZON COM INC | $11,269,000 | +27.6% | 9,636 | +4.9% | 1.19% | +4.9% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $11,026,000 | -1.6% | 71,233 | -6.6% | 1.16% | -19.1% |
| ABBV | Buy | ABBVIE INC | $11,001,000 | +9.5% | 113,760 | +0.6% | 1.16% | -10.0% |
| CMCSA | Sell | COMCAST CORP NEW | $10,596,000 | -0.7% | 264,578 | -4.6% | 1.12% | -18.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $10,479,000 | +6.9% | 32,641 | +3.3% | 1.10% | -12.2% |
| INTC | Buy | INTEL CORP | $10,418,000 | +32.8% | 225,699 | +9.6% | 1.10% | +9.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $10,411,000 | +7.5% | 148,072 | +4.7% | 1.10% | -11.6% |
| WFC | Buy | WELLS FARGO CO NEW | $10,367,000 | +25.0% | 170,882 | +13.6% | 1.09% | +2.7% |
| T | Buy | AT&T INC | $9,737,000 | +2.4% | 250,446 | +3.1% | 1.03% | -15.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,348,000 | +27.6% | 42,404 | +13.3% | 0.99% | +4.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $8,731,000 | +11.6% | 46,009 | +5.3% | 0.92% | -8.2% |
| PEP | Buy | PEPSICO INC | $8,666,000 | +7.8% | 72,272 | +0.2% | 0.91% | -11.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $8,550,000 | +23.3% | 60,788 | +16.4% | 0.90% | +1.3% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $8,444,000 | +674.7% | 101,751 | +675.8% | 0.89% | +535.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $8,250,000 | +3.9% | 60,112 | -2.0% | 0.87% | -14.6% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $8,244,000 | +7.8% | 48,451 | +4.3% | 0.87% | -11.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $7,879,000 | +14.5% | 85,754 | +13.4% | 0.83% | -5.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,703,000 | +9.0% | 145,530 | +2.0% | 0.81% | -10.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,672,000 | +20.3% | 7,283 | +11.2% | 0.81% | -1.1% |
| HON | Buy | HONEYWELL INTL INC | $7,666,000 | +28.1% | 49,986 | +18.4% | 0.81% | +5.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $7,624,000 | +5.7% | 99,256 | +2.1% | 0.80% | -13.2% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $7,577,000 | +35.9% | 168,898 | +31.5% | 0.80% | +11.6% |
| AMGN | Buy | AMGEN INC | $7,010,000 | +3.1% | 40,309 | +10.5% | 0.74% | -15.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,990,000 | +33.9% | 152,254 | +27.1% | 0.74% | +10.0% |
| EMR | Buy | EMERSON ELEC CO | $6,992,000 | +38.0% | 100,331 | +24.4% | 0.74% | +13.4% |
| HCA | Buy | HCA HEALTHCARE INC | $6,921,000 | +38.9% | 78,781 | +25.9% | 0.73% | +14.2% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $6,711,000 | +19.4% | 78,376 | +13.1% | 0.71% | -1.8% |
| MO | Buy | ALTRIA GROUP INC | $6,437,000 | +22.9% | 90,137 | +9.1% | 0.68% | +1.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,401,000 | +1465.0% | 80,706 | +1482.8% | 0.68% | +1198.1% |
| V | Buy | VISA INC | $6,200,000 | +23.1% | 54,378 | +13.6% | 0.65% | +1.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $5,796,000 | +6.1% | 68,918 | +5.9% | 0.61% | -12.8% |
| BBT | Buy | BB&T CORP | $5,644,000 | +7.1% | 113,510 | +1.1% | 0.60% | -12.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $5,529,000 | +19.9% | 38,751 | +14.8% | 0.58% | -1.5% |
| ORCL | Buy | ORACLE CORP | $5,521,000 | +9.3% | 116,786 | +11.8% | 0.58% | -10.2% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $5,438,000 | +11.3% | 35,408 | +7.5% | 0.57% | -8.6% |
| USB | Buy | US BANCORP DEL | $5,358,000 | +36.2% | 100,013 | +36.3% | 0.56% | +11.9% |
| QCOM | Sell | QUALCOMM INC | $5,259,000 | +17.7% | 82,162 | -4.7% | 0.56% | -3.3% |
| VOO | Buy | VANGUARD INDEX FDS | $5,215,000 | +1626.8% | 21,261 | +1524.2% | 0.55% | +1310.3% |
| PFE | Buy | PFIZER INC | $5,074,000 | +7.3% | 140,079 | +5.8% | 0.54% | -11.9% |
| VLO | Buy | VALERO ENERGY CORP NEW | $5,036,000 | +27.7% | 54,793 | +6.9% | 0.53% | +4.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,017,000 | +31.0% | 18,660 | +23.3% | 0.53% | +7.7% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $4,941,000 | +7.0% | 30,715 | +1.6% | 0.52% | -12.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $4,932,000 | +46.0% | 49,527 | +24.1% | 0.52% | +20.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,695,000 | +6.0% | 13,593 | +0.1% | 0.50% | -12.9% |
| DIS | Buy | DISNEY WALT CO | $4,542,000 | +17.4% | 42,245 | +7.6% | 0.48% | -3.6% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,459,000 | +10.8% | 42,204 | +16.4% | 0.47% | -8.9% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $4,396,000 | +17.2% | 34,464 | +6.7% | 0.46% | -3.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $4,383,000 | +21.1% | 44,127 | +10.3% | 0.46% | -0.4% |
| NKE | Buy | NIKE INCcl b | $4,361,000 | +41.4% | 69,715 | +17.2% | 0.46% | +16.2% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,351,000 | +4.4% | 53,885 | +0.1% | 0.46% | -14.2% |
| EFV | Buy | ISHARES TReafe value etf | $4,349,000 | +2.1% | 78,774 | +1.0% | 0.46% | -15.9% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $4,297,000 | +8.2% | 35,617 | +1.5% | 0.45% | -11.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $4,284,000 | +21.3% | 58,191 | +5.5% | 0.45% | -0.2% |
| RHI | ROBERT HALF INTL INC | $4,265,000 | +10.3% | 76,788 | 0.0% | 0.45% | -9.3% | |
| DVY | Sell | ISHARES TRselect divid etf | $4,135,000 | +2.2% | 41,954 | -2.9% | 0.44% | -16.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $4,086,000 | +7.1% | 50,435 | +5.6% | 0.43% | -11.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,066,000 | +11.0% | 20,514 | +2.7% | 0.43% | -8.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,049,000 | +20.8% | 34,554 | +12.7% | 0.43% | -0.7% |
| MDT | Buy | MEDTRONIC PLC | $3,946,000 | +56.8% | 48,853 | +51.0% | 0.42% | +28.8% |
| KHC | Sell | KRAFT HEINZ CO | $3,866,000 | -6.2% | 49,713 | -6.4% | 0.41% | -22.9% |
| SO | Buy | SOUTHERN CO | $3,782,000 | +13.6% | 78,659 | +16.1% | 0.40% | -6.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $3,714,000 | +18.8% | 41,660 | +13.2% | 0.39% | -2.2% |
| NFLX | Sell | NETFLIX INC | $3,680,000 | -5.3% | 19,168 | -10.6% | 0.39% | -22.2% |
| SLB | Sell | SCHLUMBERGER LTD | $3,637,000 | -19.1% | 53,978 | -16.2% | 0.38% | -33.4% |
| GLD | Buy | SPDR GOLD TR | $3,549,000 | +169.3% | 28,701 | +164.8% | 0.37% | +121.3% |
| LLY | Buy | LILLY ELI & CO | $3,534,000 | +11.4% | 41,844 | +12.8% | 0.37% | -8.4% |
| CB | Buy | CHUBB LIMITED | $3,449,000 | +24.5% | 23,604 | +21.5% | 0.36% | +2.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,441,000 | +24.9% | 80,401 | +18.7% | 0.36% | +2.8% |
| C | Buy | CITIGROUP INC | $3,384,000 | +17.5% | 45,468 | +14.8% | 0.36% | -3.5% |
| ETN | Buy | EATON CORP PLC | $3,344,000 | +15.8% | 42,319 | +12.5% | 0.35% | -4.9% |
| IEFA | New | ISHARES TRcore msci eafe | $3,325,000 | – | 50,298 | +100.0% | 0.35% | – |
| GE | Sell | GENERAL ELECTRIC CO | $3,239,000 | -38.7% | 185,591 | -15.1% | 0.34% | -49.6% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $3,242,000 | +31.6% | 34,314 | +27.2% | 0.34% | +8.2% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $3,187,000 | -15.7% | 295,385 | -12.3% | 0.34% | -30.7% |
| UNP | Buy | UNION PAC CORP | $3,169,000 | +16.8% | 23,629 | +1.0% | 0.33% | -4.0% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $3,105,000 | +23.3% | 24,692 | +23.9% | 0.33% | +1.2% |
| D | Buy | DOMINION ENERGY INC | $3,090,000 | +17.7% | 38,117 | +11.7% | 0.33% | -3.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $3,041,000 | +6.6% | 34,613 | +9.0% | 0.32% | -12.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,042,000 | +16.6% | 64,542 | +10.9% | 0.32% | -4.2% |
| IP | Buy | INTL PAPER CO | $3,034,000 | +15.6% | 52,374 | +13.4% | 0.32% | -5.0% |
| WM | Buy | WASTE MGMT INC DEL | $2,975,000 | +16.8% | 34,472 | +5.9% | 0.31% | -4.0% |
| DWDP | Buy | DOWDUPONT INC | $2,955,000 | +53.4% | 41,482 | +49.2% | 0.31% | +26.3% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,940,000 | -9.0% | 53,731 | -12.3% | 0.31% | -25.1% |
| MCD | Buy | MCDONALDS CORP | $2,939,000 | +22.9% | 17,077 | +11.9% | 0.31% | +1.0% |
| CVS | Buy | CVS HEALTH CORP | $2,894,000 | +6.8% | 39,930 | +19.9% | 0.30% | -12.4% |
| KSS | Buy | KOHLS CORP | $2,879,000 | +30.9% | 53,094 | +10.2% | 0.30% | +7.8% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $2,863,000 | +18.5% | 41,926 | +8.5% | 0.30% | -2.6% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $2,828,000 | +329.8% | 32,352 | +333.0% | 0.30% | +254.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,825,000 | +3.5% | 18,413 | -2.2% | 0.30% | -14.9% |
| BP | Buy | BP PLCsponsored adr | $2,794,000 | +14.3% | 66,480 | +4.5% | 0.30% | -6.1% |
| AEP | Buy | AMERICAN ELEC PWR INC | $2,694,000 | +9.2% | 36,620 | +4.3% | 0.28% | -10.1% |
| ABT | Sell | ABBOTT LABS | $2,674,000 | +4.7% | 46,858 | -2.1% | 0.28% | -14.0% |
| BA | Buy | BOEING CO | $2,652,000 | +104.9% | 8,994 | +76.7% | 0.28% | +68.7% |
| HD | Buy | HOME DEPOT INC | $2,636,000 | +17.1% | 13,909 | +1.0% | 0.28% | -3.8% |
| DPS | Buy | DR PEPPER SNAPPLE GROUP INC | $2,635,000 | +19.9% | 27,160 | +9.3% | 0.28% | -1.4% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $2,590,000 | -6.2% | 42,267 | -2.5% | 0.27% | -22.9% |
| DHR | Sell | DANAHER CORP DEL | $2,550,000 | +2.5% | 27,463 | -5.3% | 0.27% | -15.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $2,492,000 | +5.9% | 21,679 | -2.0% | 0.26% | -12.9% |
| BMO | Buy | BANK MONTREAL QUE | $2,404,000 | +16.5% | 30,034 | +10.2% | 0.25% | -4.2% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $2,402,000 | +22.3% | 24,659 | +9.9% | 0.25% | +0.4% |
| MMM | Buy | 3M CO | $2,376,000 | +78.9% | 10,096 | +59.5% | 0.25% | +47.6% |
| RF | Buy | REGIONS FINL CORP NEW | $2,365,000 | +75.1% | 136,880 | +54.3% | 0.25% | +43.9% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,349,000 | +10.0% | 15,405 | +6.8% | 0.25% | -9.5% |
| TJX | Buy | TJX COS INC NEW | $2,327,000 | +134.8% | 30,426 | +126.2% | 0.24% | +92.9% |
| DE | Buy | DEERE & CO | $2,306,000 | +64.9% | 14,735 | +32.3% | 0.24% | +35.8% |
| WY | Buy | WEYERHAEUSER CO | $2,296,000 | +16.7% | 65,128 | +12.6% | 0.24% | -4.3% |
| WMT | Buy | WAL-MART STORES INC | $2,283,000 | +211.9% | 23,122 | +146.8% | 0.24% | +156.4% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,270,000 | +4.0% | 30,089 | +0.4% | 0.24% | -14.6% |
| RY | Buy | ROYAL BK CDA MONTREAL QUE | $2,158,000 | +8.4% | 26,435 | +2.7% | 0.23% | -10.6% |
| COP | Buy | CONOCOPHILLIPS | $2,144,000 | +23.2% | 39,071 | +12.3% | 0.23% | +1.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $2,082,000 | +2.7% | 11,191 | -9.3% | 0.22% | -15.4% |
| STI | Buy | SUNTRUST BKS INC | $2,074,000 | +58.2% | 32,119 | +46.4% | 0.22% | +30.4% |
| GOOG | Sell | ALPHABET INCcap stkcl c | $2,079,000 | +6.2% | 1,986 | -2.7% | 0.22% | -12.7% |
| CSCO | Buy | CISCO SYS INC | $2,051,000 | +33.4% | 53,553 | +17.2% | 0.22% | +9.6% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $2,046,000 | +42.5% | 8,997 | +42.9% | 0.22% | +17.4% |
| NHI | Buy | NATIONAL HEALTH INVS INC | $1,990,000 | -1.6% | 26,398 | +0.8% | 0.21% | -19.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,948,000 | +107.7% | 17,054 | +96.3% | 0.20% | +70.8% |
| HSTM | HEALTHSTREAM INC | $1,926,000 | -0.9% | 83,181 | 0.0% | 0.20% | -18.5% | |
| SYY | Buy | SYSCO CORP | $1,918,000 | +97.7% | 31,584 | +75.8% | 0.20% | +62.9% |
| MRK | Sell | MERCK & CO INC | $1,903,000 | -12.6% | 33,827 | -0.5% | 0.20% | -28.0% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $1,856,000 | +11.7% | 51,818 | +4.3% | 0.20% | -8.0% |
| IAT | Sell | ISHARES TRus regnl bks etf | $1,856,000 | -7.6% | 37,657 | -11.5% | 0.20% | -24.0% |
| GIS | Buy | GENERAL MLS INC | $1,797,000 | +137.1% | 30,302 | +107.0% | 0.19% | +94.8% |
| YUM | Buy | YUM BRANDS INC | $1,741,000 | +31.6% | 21,326 | +18.6% | 0.18% | +8.2% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,663,000 | +13.1% | 13,228 | +11.6% | 0.18% | -7.4% |
| SPGI | S&P GLOBAL INC | $1,621,000 | +8.4% | 9,568 | 0.0% | 0.17% | -10.9% | |
| DG | New | DOLLAR GEN CORP NEW | $1,615,000 | – | 17,368 | +100.0% | 0.17% | – |
| BX | Sell | BLACKSTONE GROUP L P | $1,488,000 | -26.8% | 46,460 | -23.8% | 0.16% | -39.8% |
| LNC | Buy | LINCOLN NATL CORP IND | $1,480,000 | +4.7% | 19,255 | +0.1% | 0.16% | -13.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,476,000 | +7.7% | 28,024 | +8.4% | 0.16% | -11.4% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,480,000 | +149.2% | 19,558 | +134.1% | 0.16% | +105.3% |
| FB | Buy | FACEBOOK INCcl a | $1,455,000 | +138.9% | 8,247 | +131.6% | 0.15% | +96.2% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $1,446,000 | +10.9% | 9,100 | +5.8% | 0.15% | -9.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $1,445,000 | +19.1% | 36,112 | +19.0% | 0.15% | -2.6% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,366,000 | +0.4% | 10,288 | -3.3% | 0.14% | -17.2% |
| ECL | Sell | ECOLAB INC | $1,355,000 | -16.4% | 10,095 | -19.9% | 0.14% | -31.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,335,000 | +302.1% | 13,081 | +273.5% | 0.14% | +227.9% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,322,000 | +29.2% | 8,055 | +19.0% | 0.14% | +6.1% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,314,000 | +5.3% | 8,207 | +0.4% | 0.14% | -13.1% |
| KKR | KKR & CO L P DEL | $1,285,000 | +3.6% | 61,000 | 0.0% | 0.14% | -14.5% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,254,000 | +12.4% | 47,307 | +10.5% | 0.13% | -7.7% |
| ATO | ATMOS ENERGY CORP | $1,219,000 | +2.4% | 14,196 | 0.0% | 0.13% | -15.7% | |
| NHC | Buy | NATIONAL HEALTHCARE CORP | $1,202,000 | +26.5% | 19,730 | +30.0% | 0.13% | +4.1% |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $1,181,000 | – | 22,846 | +100.0% | 0.12% | – |
| AGN | Buy | ALLERGAN PLC | $1,180,000 | +60.5% | 7,214 | +101.1% | 0.12% | +31.9% |
| LOW | Buy | LOWES COS INC | $1,157,000 | +438.1% | 12,445 | +362.1% | 0.12% | +335.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,157,000 | +129.6% | 10,368 | +117.4% | 0.12% | +87.7% |
| TGT | Sell | TARGET CORP | $1,149,000 | -2.6% | 17,609 | -11.9% | 0.12% | -19.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,126,000 | +38.2% | 9,453 | +39.2% | 0.12% | +13.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,083,000 | +2.7% | 14,984 | -2.7% | 0.11% | -15.6% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $1,034,000 | +23.4% | 13,067 | +24.5% | 0.11% | +0.9% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $1,023,000 | +18.8% | 16,165 | +3.9% | 0.11% | -1.8% |
| CELG | Sell | CELGENE CORP | $1,021,000 | -42.8% | 9,790 | -20.0% | 0.11% | -52.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,014,000 | +11.8% | 3,981 | +4.1% | 0.11% | -7.8% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,017,000 | +182.5% | 7,955 | +169.0% | 0.11% | +132.6% |
| CSX | Buy | CSX CORP | $1,008,000 | +2.4% | 18,322 | +1.1% | 0.11% | -15.9% |
| PACW | Buy | PACWEST BANCORP DEL | $1,004,000 | +9.2% | 19,920 | +9.5% | 0.11% | -10.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $989,000 | +4.7% | 6,459 | -7.7% | 0.10% | -14.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $987,000 | -4.7% | 13,588 | +1.3% | 0.10% | -21.8% |
| KMI | Sell | KINDER MORGAN INC DEL | $976,000 | -6.2% | 54,024 | -0.5% | 0.10% | -23.1% |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $966,000 | – | 30,977 | +100.0% | 0.10% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $949,000 | +45.3% | 6,272 | +35.6% | 0.10% | +19.0% |
| LQD | New | ISHARES TRiboxx inv cp etf | $939,000 | – | 7,727 | +100.0% | 0.10% | – |
| NSC | Buy | NORFOLK SOUTHERN CORP | $932,000 | +47.0% | 6,429 | +34.1% | 0.10% | +21.0% |
| PXD | New | PIONEER NAT RES CO | $916,000 | – | 5,300 | +100.0% | 0.10% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $902,000 | +4.9% | 5,902 | -1.6% | 0.10% | -13.6% |
| XRAY | Buy | DENTSPLY SIRONA INC | $887,000 | +11.2% | 13,474 | +1.1% | 0.09% | -7.8% |
| ENB | Sell | ENBRIDGE INC | $875,000 | -7.0% | 22,366 | -0.5% | 0.09% | -24.0% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $861,000 | – | 3,990 | +100.0% | 0.09% | – |
| CAT | Sell | CATERPILLAR INC DEL | $840,000 | +14.4% | 5,329 | -9.4% | 0.09% | -5.3% |
| SON | SONOCO PRODS CO | $812,000 | +5.3% | 15,289 | 0.0% | 0.09% | -13.1% | |
| APO | APOLLO GLOBAL MGMT LLC | $803,000 | +11.2% | 24,000 | 0.0% | 0.08% | -8.6% | |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $784,000 | +43.3% | 10,180 | +43.3% | 0.08% | +18.6% |
| SRE | SEMPRA ENERGY | $748,000 | -6.4% | 6,997 | 0.0% | 0.08% | -23.3% | |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $705,000 | +11.0% | 10,298 | +9.0% | 0.07% | -8.6% |
| WPZ | Buy | WILLIAMS PARTNERS L P NEW | $674,000 | +2.6% | 17,377 | +2.8% | 0.07% | -15.5% |
| TXN | Buy | TEXAS INSTRS INC | $676,000 | +65.7% | 6,471 | +42.2% | 0.07% | +36.5% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $664,000 | +53.3% | 23,819 | +42.1% | 0.07% | +25.0% |
| NEE | Buy | NEXTERA ENERGY INC | $661,000 | +34.6% | 4,232 | +26.2% | 0.07% | +11.1% |
| EMB | ISHARES TRjpmorgan usd emg | $664,000 | -0.4% | 5,726 | 0.0% | 0.07% | -18.6% | |
| WPC | W P CAREY INC | $665,000 | +2.3% | 9,650 | 0.0% | 0.07% | -15.7% | |
| ALL | Buy | ALLSTATE CORP | $649,000 | +38.4% | 6,202 | +21.5% | 0.07% | +13.3% |
| HRL | Sell | HORMEL FOODS CORP | $626,000 | +1.0% | 17,200 | -10.9% | 0.07% | -17.5% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $596,000 | +10.4% | 2,411 | 0.0% | 0.06% | -8.7% | |
| VXUS | VANGUARD STAR FDvg tl intl stk f | $602,000 | +4.0% | 10,590 | 0.0% | 0.06% | -14.9% | |
| HAL | Buy | HALLIBURTON CO | $599,000 | +35.2% | 12,254 | +27.3% | 0.06% | +10.5% |
| RTN | Buy | RAYTHEON CO | $582,000 | +94.0% | 3,098 | +92.7% | 0.06% | +60.5% |
| KMB | Buy | KIMBERLY CLARK CORP | $565,000 | +21.5% | 4,684 | +18.6% | 0.06% | 0.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $552,000 | +8.4% | 15,562 | +24.1% | 0.06% | -10.8% |
| DLR | Sell | DIGITAL RLTY TR INC | $533,000 | -8.6% | 4,683 | -4.9% | 0.06% | -25.3% |
| BLK | Sell | BLACKROCK INC | $517,000 | +13.9% | 1,007 | -0.9% | 0.06% | -5.2% |
| ADBE | Sell | ADOBE SYS INC | $517,000 | +17.2% | 2,948 | -0.1% | 0.06% | -3.5% |
| DEO | Buy | DIAGEO PLCspon adr new | $520,000 | +35.1% | 3,564 | +22.4% | 0.06% | +12.2% |
| CLX | Buy | CLOROX CO DEL | $517,000 | +35.0% | 3,478 | +19.9% | 0.06% | +12.2% |
| VFC | V F CORP | $510,000 | +16.4% | 6,886 | 0.0% | 0.05% | -3.6% | |
| HYG | ISHARES TRiboxx hi yd etf | $504,000 | -1.6% | 5,769 | 0.0% | 0.05% | -19.7% | |
| VIOG | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $493,000 | -21.0% | 3,378 | -23.7% | 0.05% | -35.0% |
| VMC | VULCAN MATLS CO | $484,000 | +7.6% | 3,765 | 0.0% | 0.05% | -12.1% | |
| DHI | Sell | D R HORTON | $472,000 | +27.6% | 9,242 | -0.4% | 0.05% | +6.4% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $464,000 | +31.4% | 1,512 | +23.3% | 0.05% | +8.9% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $463,000 | +26.5% | 7,653 | +18.7% | 0.05% | +4.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $460,000 | +72.9% | 7,196 | +60.3% | 0.05% | +44.1% |
| IGIB | Buy | ISHARES TRintrmd cr bd etf | $454,000 | +45.0% | 4,158 | +46.4% | 0.05% | +20.0% |
| PSX | Buy | PHILLIPS 66 | $455,000 | +41.3% | 4,502 | +27.9% | 0.05% | +17.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $452,000 | -6.0% | 2,621 | -5.8% | 0.05% | -22.6% |
| OXY | New | OCCIDENTAL PETE CORP DEL | $449,000 | – | 6,093 | +100.0% | 0.05% | – |
| ROST | Buy | ROSS STORES INC | $448,000 | +26.2% | 5,576 | +1.4% | 0.05% | +2.2% |
| FDX | Buy | FEDEX CORP | $446,000 | +54.9% | 1,786 | +39.7% | 0.05% | +27.0% |
| PH | Buy | PARKER HANNIFIN CORP | $447,000 | +42.4% | 2,238 | +24.7% | 0.05% | +17.5% |
| RDSA | New | ROYAL DUTCH SHELL PLCspon adr a | $425,000 | – | 6,370 | +100.0% | 0.04% | – |
| TRP | Buy | TRANSCANADA CORP | $418,000 | +53.7% | 8,590 | +56.2% | 0.04% | +25.7% |
| FLR | Sell | FLUOR CORP NEW | $422,000 | -6.6% | 8,163 | -23.9% | 0.04% | -24.1% |
| ETP | Buy | ENERGY TRANSFER PTRS LPunit ltd prt int | $404,000 | +33.8% | 22,524 | +36.3% | 0.04% | +10.3% |
| TD | Sell | TORONTO DOMINION BK ONT | $408,000 | -0.7% | 6,953 | -4.8% | 0.04% | -18.9% |
| AVGO | Buy | BROADCOM LTD | $409,000 | +33.7% | 1,593 | +26.2% | 0.04% | +10.3% |
| GLW | Buy | CORNING INC | $409,000 | +6.8% | 12,808 | +0.3% | 0.04% | -12.2% |
| IGSB | New | ISHARES TR1 3 yr cr bd etf | $406,000 | – | 3,880 | +100.0% | 0.04% | – |
| IYY | New | ISHARES TRdow jones us etf | $393,000 | – | 2,942 | +100.0% | 0.04% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $392,000 | – | 2,312 | +100.0% | 0.04% | – |
| NTES | NETEASE INCsponsored adr | $388,000 | +30.6% | 1,125 | 0.0% | 0.04% | +7.9% | |
| XYL | Buy | XYLEM INC | $385,000 | +17.0% | 5,646 | +7.6% | 0.04% | -2.4% |
| STWD | New | STARWOOD PPTY TR INC | $391,000 | – | 18,323 | +100.0% | 0.04% | – |
| GPC | Sell | GENUINE PARTS CO | $383,000 | -18.3% | 4,033 | -17.8% | 0.04% | -33.3% |
| MAR | New | MARRIOTT INTL INC NEWcl a | $384,000 | – | 2,834 | +100.0% | 0.04% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $365,000 | – | 7,613 | +100.0% | 0.04% | – |
| KMIPRA | New | KINDER MORGAN INC DELpfd ser a | $357,000 | – | 9,416 | +100.0% | 0.04% | – |
| LRCX | Sell | LAM RESEARCH CORP | $352,000 | -0.8% | 1,916 | -0.2% | 0.04% | -19.6% |
| FTV | Buy | FORTIVE CORP | $349,000 | +5.1% | 4,818 | +2.9% | 0.04% | -14.0% |
| PX | Buy | PRAXAIR INC | $340,000 | +30.8% | 2,196 | +18.2% | 0.04% | +9.1% |
| AEE | Buy | AMEREN CORP | $341,000 | +29.7% | 5,786 | +27.2% | 0.04% | +5.9% |
| LULU | LULULEMON ATHLETICA INC | $329,000 | +26.1% | 4,192 | 0.0% | 0.04% | +6.1% | |
| EPR | EPR PPTYS | $332,000 | -6.2% | 5,069 | 0.0% | 0.04% | -22.2% | |
| IBB | Buy | ISHARES TRnasdaq biotech | $329,000 | -3.8% | 3,085 | +201.0% | 0.04% | -20.5% |
| SNY | Buy | SANOFIsponsored adr | $312,000 | +11.8% | 7,251 | +29.6% | 0.03% | -8.3% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $309,000 | -15.6% | 3,679 | -13.6% | 0.03% | -29.8% |
| AZO | New | AUTOZONE INC | $311,000 | – | 437 | +100.0% | 0.03% | – |
| COR | Buy | CORESITE RLTY CORP | $312,000 | +2.6% | 2,740 | +1.1% | 0.03% | -15.4% |
| NOV | Sell | NATIONAL OILWELL VARCO INC | $314,000 | -37.7% | 8,720 | -38.1% | 0.03% | -49.2% |
| ARLP | Buy | ALLIANCE RES PARTNERS L Put ltd part | $317,000 | +6.4% | 16,070 | +4.4% | 0.03% | -13.2% |
| BXMT | New | BLACKSTONE MTG TR INC | $302,000 | – | 9,376 | +100.0% | 0.03% | – |
| LUV | Buy | SOUTHWEST ARLS INC | $304,000 | +17.8% | 4,639 | +0.8% | 0.03% | -3.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $302,000 | +0.3% | 2,095 | -6.2% | 0.03% | -17.9% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $302,000 | -2.6% | 4,050 | -17.3% | 0.03% | -20.0% |
| PFF | Buy | ISHARES TRs&p us pfd stk | $297,000 | +19.8% | 7,803 | +22.0% | 0.03% | -3.1% |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $291,000 | +26.0% | 5,678 | +7.7% | 0.03% | +3.3% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | $298,000 | +8.4% | 1 | 0.0% | 0.03% | -11.4% | |
| WCN | WASTE CONNECTIONS INC | $292,000 | +1.4% | 4,111 | 0.0% | 0.03% | -16.2% | |
| CME | New | CME GROUP INC | $298,000 | – | 2,038 | +100.0% | 0.03% | – |
| PAYX | PAYCHEX INC | $293,000 | +14.0% | 4,300 | 0.0% | 0.03% | -6.1% | |
| FIS | New | FIDELITY NATL INFORMATION SV | $290,000 | – | 3,085 | +100.0% | 0.03% | – |
| PCLN | Buy | PRICELINE GRP INC | $282,000 | +24.2% | 162 | +30.6% | 0.03% | +3.4% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $287,000 | – | 1,514 | +100.0% | 0.03% | – |
| IPAC | ISHARES INCmsci jpn etf new | $289,000 | +5.9% | 4,840 | 0.0% | 0.03% | -14.3% | |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $274,000 | – | 5,047 | +100.0% | 0.03% | – |
| SBUX | Buy | STARBUCKS CORP | $276,000 | +10.4% | 4,816 | +3.4% | 0.03% | -9.4% |
| GCO | GENESCO INC | $276,000 | +22.1% | 8,500 | 0.0% | 0.03% | 0.0% | |
| ES | Sell | EVERSOURCE ENERGY | $273,000 | +3.4% | 4,333 | -1.0% | 0.03% | -14.7% |
| BGB | New | BLACKSTONE GSO STRATEGIC CR | $265,000 | – | 16,871 | +100.0% | 0.03% | – |
| DON | Buy | WISDOMTREE TRus midcap divid | $267,000 | +14.1% | 7,557 | +222.1% | 0.03% | -6.7% |
| AFL | Buy | AFLAC INC | $270,000 | +8.9% | 3,070 | +0.5% | 0.03% | -12.5% |
| APA | New | APACHE CORP | $268,000 | – | 6,358 | +100.0% | 0.03% | – |
| SCG | Buy | SCANA CORP NEW | $263,000 | -13.5% | 6,617 | +5.5% | 0.03% | -28.2% |
| TMUS | Sell | T MOBILE US INC | $265,000 | +2.7% | 4,170 | -0.2% | 0.03% | -15.2% |
| SPH | SUBURBAN PROPANE PTRS L | $254,000 | -7.3% | 10,500 | 0.0% | 0.03% | -22.9% | |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $254,000 | +2.4% | 5,025 | +3.3% | 0.03% | -15.6% |
| ITOT | ISHARES TRcore s&p ttl stk | $248,000 | +6.0% | 4,055 | 0.0% | 0.03% | -13.3% | |
| EL | Sell | LAUDER ESTEE COS INC | $248,000 | +5.1% | 1,951 | -11.0% | 0.03% | -13.3% |
| OHI | OMEGA HEALTHCARE INVS INC | $248,000 | -13.6% | 9,000 | 0.0% | 0.03% | -29.7% | |
| WB | Buy | WEIBO CORPsponsored adr | $250,000 | +13.6% | 2,420 | +9.0% | 0.03% | -7.1% |
| IWO | New | ISHARES TRrus 2000 grw etf | $250,000 | – | 1,340 | +100.0% | 0.03% | – |
| WEC | New | WEC ENERGY GROUP INC | $243,000 | – | 3,651 | +100.0% | 0.03% | – |
| EXC | New | EXELON CORP | $237,000 | – | 6,002 | +100.0% | 0.02% | – |
| TWO | New | TWO HBRS INVT CORP | $233,000 | – | 14,300 | +100.0% | 0.02% | – |
| JWN | Sell | NORDSTROM INC | $238,000 | -41.1% | 5,027 | -41.4% | 0.02% | -51.9% |
| BAC | New | BANK AMER CORP | $237,000 | – | 8,030 | +100.0% | 0.02% | – |
| A | New | AGILENT TECHNOLOGIES INC | $233,000 | – | 3,474 | +100.0% | 0.02% | – |
| UAA | Sell | UNDER ARMOUR INCcl a | $233,000 | -36.2% | 16,180 | -27.0% | 0.02% | -46.8% |
| CDK | Buy | CDK GLOBAL INC | $229,000 | +13.9% | 3,206 | +0.5% | 0.02% | -7.7% |
| SLV | Sell | ISHARES SILVER TRishares | $230,000 | -76.0% | 14,352 | -76.5% | 0.02% | -80.5% |
| DVMT | Sell | DELL TECHNOLOGIES INC | $226,000 | -70.5% | 2,783 | -71.9% | 0.02% | -75.5% |
| TLT | New | ISHARES TR20 yr tr bd etf | $230,000 | – | 1,810 | +100.0% | 0.02% | – |
| AMP | New | AMERIPRISE FINL INC | $223,000 | – | 1,320 | +100.0% | 0.02% | – |
| CAH | Sell | CARDINAL HEALTH INC | $230,000 | -50.1% | 3,754 | -45.5% | 0.02% | -59.3% |
| SPSB | New | SPDR SERIES TRUSTportfolio short | $221,000 | – | 7,249 | +100.0% | 0.02% | – |
| RSG | Sell | REPUBLIC SVCS INC | $218,000 | -1.8% | 3,222 | -4.2% | 0.02% | -17.9% |
| JKHY | New | HENRY JACK & ASSOC INC | $219,000 | – | 1,870 | +100.0% | 0.02% | – |
| SIVB | New | SVB FINL GROUP | $214,000 | – | 914 | +100.0% | 0.02% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $217,000 | – | 1,717 | +100.0% | 0.02% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $211,000 | – | 3,524 | +100.0% | 0.02% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $207,000 | – | 2,935 | +100.0% | 0.02% | – |
| TRV | New | TRAVELERS COMPANIES INC | $210,000 | – | 1,547 | +100.0% | 0.02% | – |
| DRE | DUKE REALTY CORP | $204,000 | -5.6% | 7,500 | 0.0% | 0.02% | -21.4% | |
| LAZ | New | LAZARD LTD | $202,000 | – | 3,849 | +100.0% | 0.02% | – |
| EFX | New | EQUIFAX INC | $201,000 | – | 1,708 | +100.0% | 0.02% | – |
| ARCC | New | ARES CAP CORP | $191,000 | – | 12,121 | +100.0% | 0.02% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $148,000 | – | 11,816 | +100.0% | 0.02% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $141,000 | – | 10,200 | +100.0% | 0.02% | – |
| ETY | New | EATON VANCE TX MGD DIV EQ IN | $133,000 | – | 10,900 | +100.0% | 0.01% | – |
| New | CORPORATE CAP TR INC | $112,000 | – | 12,535 | +100.0% | 0.01% | – | |
| SREV | Sell | SERVICESOURCE INTL INC | $56,000 | -52.5% | 18,000 | -47.1% | 0.01% | -60.0% |
| SFUN | New | FANG HLDGS LTDadr | $56,000 | – | 10,000 | +100.0% | 0.01% | – |
| Exit | CELGENE CORP | $0 | – | -71 | -100.0% | -0.00% | – | |
| Exit | CATERPILLAR INC DEL | $0 | – | -148 | -100.0% | -0.00% | – | |
| Exit | CHEVRON CORP NEW | $0 | – | -173 | -100.0% | -0.00% | – | |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -3,100 | -100.0% | -0.03% | – |
| EBAY | Exit | EBAY INC | $0 | – | -5,349 | -100.0% | -0.03% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -4,757 | -100.0% | -0.03% | – |
| EOG | Exit | EOG RES INC | $0 | – | -2,202 | -100.0% | -0.03% | – |
| CA | Exit | CA INC | $0 | – | -9,691 | -100.0% | -0.04% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -6,651 | -100.0% | -0.05% | – |
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 2018-02-08
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.