$985 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 821 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 38.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $67,877,000 | -10.0% | 1,057,277 | -7.1% | 6.89% | -13.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $29,114,000 | +8.2% | 110,639 | +9.7% | 2.96% | +4.2% |
| BIV | Sell | VANGUARD BD INDEX FD INCintermed term | $27,496,000 | -3.3% | 336,265 | -0.8% | 2.79% | -6.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $25,514,000 | -4.1% | 187,482 | -5.1% | 2.59% | -7.8% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $20,593,000 | -3.8% | 171,666 | -0.3% | 2.09% | -7.4% |
| MSFT | Buy | MICROSOFT CORP | $19,307,000 | +7.2% | 211,538 | +0.5% | 1.96% | +3.2% |
| AAPL | Buy | APPLE INC | $16,662,000 | +3.6% | 99,306 | +4.5% | 1.69% | -0.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $14,635,000 | +11.5% | 133,082 | +8.4% | 1.48% | +7.3% |
| AMZN | Sell | AMAZON COM INC | $13,925,000 | +23.6% | 9,621 | -0.2% | 1.41% | +18.9% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $12,484,000 | +64.8% | 282,125 | +67.0% | 1.27% | +58.6% |
| INTC | Buy | INTEL CORP | $12,054,000 | +15.7% | 231,455 | +2.6% | 1.22% | +11.3% |
| LMT | Buy | LOCKHEED MARTIN CORP | $11,767,000 | +12.3% | 34,819 | +6.7% | 1.19% | +8.1% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $11,500,000 | +4.3% | 74,568 | +4.7% | 1.17% | +0.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,130,000 | -7.2% | 86,852 | +1.2% | 1.13% | -10.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $10,754,000 | +25.8% | 75,792 | +24.7% | 1.09% | +21.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $10,656,000 | +2.4% | 152,923 | +3.3% | 1.08% | -1.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,463,000 | +63.5% | 133,411 | +65.3% | 1.06% | +57.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,383,000 | +48.5% | 221,007 | +45.2% | 1.05% | +43.0% |
| XOM | Sell | EXXON MOBIL CORP | $10,098,000 | -33.5% | 135,351 | -25.4% | 1.02% | -36.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $9,896,000 | +13.3% | 52,759 | +14.7% | 1.00% | +9.0% |
| ABBV | Sell | ABBVIE INC | $9,878,000 | -10.2% | 104,363 | -8.3% | 1.00% | -13.5% |
| CVX | Sell | CHEVRON CORP NEW | $9,874,000 | -12.5% | 86,584 | -4.0% | 1.00% | -15.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,639,000 | +3.1% | 45,041 | +6.2% | 0.98% | -0.8% |
| T | Buy | AT&T INC | $9,290,000 | -4.6% | 260,604 | +4.1% | 0.94% | -8.2% |
| WFC | Buy | WELLS FARGO CO NEW | $9,211,000 | -11.2% | 175,741 | +2.8% | 0.94% | -14.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $9,111,000 | -14.0% | 266,639 | +0.8% | 0.92% | -17.2% |
| HCA | Buy | HCA HEALTHCARE INC | $8,442,000 | +22.0% | 87,037 | +10.5% | 0.86% | +17.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $8,320,000 | -1.5% | 110,238 | +8.3% | 0.84% | -5.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $8,248,000 | -0.0% | 60,772 | +1.1% | 0.84% | -3.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $8,229,000 | +7.3% | 7,935 | +9.0% | 0.84% | +3.2% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $8,197,000 | -0.6% | 47,150 | -2.7% | 0.83% | -4.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,197,000 | +7.5% | 106,449 | +7.2% | 0.83% | +3.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,052,000 | +60.5% | 30,343 | +62.6% | 0.82% | +54.4% |
| EMR | Buy | EMERSON ELEC CO | $7,760,000 | +11.0% | 113,602 | +13.2% | 0.79% | +6.9% |
| PEP | Sell | PEPSICO INC | $7,692,000 | -11.2% | 70,468 | -2.5% | 0.78% | -14.6% |
| VOO | Buy | VANGUARD INDEX FDS | $7,583,000 | +45.4% | 31,327 | +47.3% | 0.77% | +40.0% |
| KO | Sell | COCA COLA CO | $7,448,000 | -44.8% | 171,496 | -41.7% | 0.76% | -46.9% |
| HON | Buy | HONEYWELL INTL INC | $7,416,000 | -3.3% | 51,318 | +2.7% | 0.75% | -6.8% |
| V | Buy | VISA INC | $7,133,000 | +15.0% | 59,639 | +9.7% | 0.72% | +10.7% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $6,853,000 | -11.0% | 143,310 | -1.5% | 0.70% | -14.3% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $6,712,000 | +0.0% | 81,364 | +3.8% | 0.68% | -3.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,548,000 | +96.9% | 99,400 | +97.6% | 0.66% | +89.5% |
| USB | Buy | US BANCORP DEL | $6,322,000 | +18.0% | 125,198 | +25.2% | 0.64% | +13.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $6,316,000 | -19.8% | 79,669 | -7.1% | 0.64% | -22.9% |
| BBT | Buy | BB&T CORP | $6,226,000 | +10.3% | 119,643 | +5.4% | 0.63% | +6.2% |
| MO | Buy | ALTRIA GROUP INC | $5,930,000 | -7.9% | 95,151 | +5.6% | 0.60% | -11.3% |
| AMGN | Sell | AMGEN INC | $5,626,000 | -19.7% | 33,000 | -18.1% | 0.57% | -22.7% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $5,521,000 | +1.5% | 36,608 | +3.4% | 0.56% | -2.3% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $5,494,000 | +94.3% | 64,763 | +100.2% | 0.56% | +87.2% |
| VLO | Buy | VALERO ENERGY CORP NEW | $5,448,000 | +8.2% | 58,728 | +7.2% | 0.55% | +4.1% |
| GLD | Buy | SPDR GOLD TRUST | $5,359,000 | +51.0% | 42,600 | +48.4% | 0.54% | +45.5% |
| PFE | Buy | PFIZER INC | $5,341,000 | +5.3% | 150,473 | +7.4% | 0.54% | +1.3% |
| COF | Buy | CAPITAL ONE FINL CORP | $5,323,000 | +7.9% | 55,557 | +12.2% | 0.54% | +3.8% |
| DUK | Sell | DUKE ENERGY CORP NEW | $5,289,000 | -8.7% | 68,271 | -0.9% | 0.54% | -12.1% |
| NKE | Buy | NIKE INCcl b | $5,104,000 | +17.0% | 76,819 | +10.2% | 0.52% | +12.6% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $5,036,000 | +1.9% | 30,715 | 0.0% | 0.51% | -1.9% | |
| AMLP | Buy | ALPS ETF TRalerian mlp | $4,899,000 | +53.7% | 522,853 | +77.0% | 0.50% | +47.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $4,766,000 | +11.3% | 62,826 | +8.0% | 0.48% | +7.1% |
| MDT | Buy | MEDTRONIC PLC | $4,714,000 | +19.5% | 58,768 | +20.3% | 0.48% | +14.9% |
| NFLX | Sell | NETFLIX INC | $4,651,000 | +26.4% | 15,750 | -17.8% | 0.47% | +21.6% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $4,645,000 | +293.3% | 91,402 | +300.1% | 0.47% | +276.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,634,000 | +3.9% | 46,624 | +10.5% | 0.47% | 0.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,548,000 | -3.1% | 13,309 | -2.1% | 0.46% | -6.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $4,552,000 | +5.9% | 37,025 | +4.0% | 0.46% | +2.0% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $4,484,000 | +2.0% | 35,635 | +3.4% | 0.46% | -1.9% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,482,000 | +3.0% | 55,771 | +3.5% | 0.46% | -0.9% |
| DVY | Buy | ISHARES TRselect divid etf | $4,452,000 | +7.7% | 46,802 | +11.6% | 0.45% | +3.7% |
| RHI | ROBERT HALF INTL INC | $4,445,000 | +4.2% | 76,788 | 0.0% | 0.45% | +0.2% | |
| EFV | Buy | ISHARES TReafe value etf | $4,418,000 | +1.6% | 80,993 | +2.8% | 0.45% | -2.4% |
| UNP | Buy | UNION PAC CORP | $4,249,000 | +34.1% | 31,606 | +33.8% | 0.43% | +29.0% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $4,240,000 | +4.7% | 37,363 | +8.1% | 0.43% | +0.7% |
| TJX | Buy | TJX COS INC NEW | $4,238,000 | +82.1% | 51,961 | +70.8% | 0.43% | +75.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,117,000 | +1.3% | 20,635 | +0.6% | 0.42% | -2.6% |
| ORCL | Sell | ORACLE CORP | $4,108,000 | -25.6% | 89,780 | -23.1% | 0.42% | -28.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $4,048,000 | -7.6% | 43,395 | -1.7% | 0.41% | -11.0% |
| SLB | Buy | SCHLUMBERGER LTD | $3,984,000 | +9.5% | 61,504 | +13.9% | 0.40% | +5.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $3,941,000 | +14.5% | 94,428 | +17.4% | 0.40% | +10.2% |
| ETN | Buy | EATON CORP PLC | $3,777,000 | +12.9% | 47,278 | +11.7% | 0.38% | +8.5% |
| NEE | Buy | NEXTERA ENERGY | $3,712,000 | +461.6% | 22,722 | +436.9% | 0.38% | +438.6% |
| IYR | Sell | ISHARES TRu.s. real es etf | $3,712,000 | -9.2% | 49,189 | -2.5% | 0.38% | -12.5% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $3,694,000 | -0.5% | 42,740 | +2.6% | 0.38% | -4.3% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $3,635,000 | -34.3% | 25,015 | -35.4% | 0.37% | -36.7% |
| CB | Buy | CHUBB LIMITED | $3,625,000 | +5.1% | 26,507 | +12.3% | 0.37% | +1.1% |
| SO | Buy | SOUTHERN CO | $3,588,000 | -5.1% | 80,338 | +2.1% | 0.36% | -8.8% |
| C | Buy | CITIGROUP INC | $3,575,000 | +5.6% | 52,955 | +16.5% | 0.36% | +1.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,492,000 | +210.1% | 33,360 | +252.9% | 0.35% | +197.5% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $3,410,000 | +12.1% | 37,327 | +7.8% | 0.35% | +7.8% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,350,000 | +10.1% | 69,400 | +7.5% | 0.34% | +5.9% |
| LLY | Buy | LILLY ELI & CO | $3,277,000 | -7.3% | 42,344 | +1.2% | 0.33% | -10.7% |
| WM | Buy | WASTE MGMT INC DEL | $3,206,000 | +7.8% | 38,109 | +10.6% | 0.32% | +3.5% |
| FB | Buy | FACEBOOK INCcl a | $3,184,000 | +118.8% | 19,924 | +141.6% | 0.32% | +111.1% |
| KSS | Sell | KOHLS CORP | $3,147,000 | +9.3% | 48,032 | -9.5% | 0.32% | +4.9% |
| AGN | Buy | ALLERGAN PLC | $3,136,000 | +165.8% | 18,631 | +158.3% | 0.32% | +156.5% |
| IP | Buy | INTL PAPER CO | $3,090,000 | +1.8% | 57,839 | +10.4% | 0.31% | -1.9% |
| CVS | Buy | CVS HEALTH CORP | $3,074,000 | +6.2% | 49,423 | +23.8% | 0.31% | +2.3% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $3,064,000 | +7.0% | 46,767 | +11.5% | 0.31% | +3.0% |
| DIS | Sell | DISNEY WALT CO | $3,053,000 | -32.8% | 30,399 | -28.0% | 0.31% | -35.3% |
| BA | Buy | BOEING CO | $3,050,000 | +15.0% | 9,301 | +3.4% | 0.31% | +10.7% |
| SLYV | Sell | SPDR SERIES TRUSTs&p 600 smcp val | $3,039,000 | -2.1% | 24,612 | -0.3% | 0.31% | -5.8% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $3,001,000 | -7.4% | 32,904 | -4.1% | 0.30% | -10.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,970,000 | +1.0% | 54,628 | +1.7% | 0.30% | -2.9% |
| BP | Buy | BP PLCsponsored adr | $2,906,000 | +4.0% | 71,665 | +7.8% | 0.30% | 0.0% |
| DHR | Buy | DANAHER CORP DEL | $2,888,000 | +13.3% | 29,497 | +7.4% | 0.29% | +8.9% |
| ABT | Buy | ABBOTT LABS | $2,825,000 | +5.6% | 47,148 | +0.6% | 0.29% | +1.8% |
| DG | Buy | DOLLAR GEN CORP NEW | $2,787,000 | +72.6% | 29,781 | +71.5% | 0.28% | +66.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,773,000 | +18.1% | 18,263 | +18.6% | 0.28% | +13.3% |
| DWDP | Buy | DOWDUPONT INC | $2,697,000 | -8.7% | 42,340 | +2.1% | 0.27% | -12.2% |
| D | Buy | DOMINION ENERGY INC | $2,676,000 | -13.4% | 39,698 | +4.1% | 0.27% | -16.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,662,000 | -5.8% | 17,359 | -5.7% | 0.27% | -9.4% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $2,654,000 | +2.5% | 41,966 | -0.7% | 0.27% | -1.5% |
| BMO | Buy | BANK MONTREAL QUE | $2,655,000 | +10.4% | 35,138 | +17.0% | 0.27% | +5.9% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $2,638,000 | +9.8% | 29,887 | +21.2% | 0.27% | +5.9% |
| QCOM | Sell | QUALCOMM INC | $2,616,000 | -50.3% | 47,230 | -42.5% | 0.27% | -52.1% |
| RF | Buy | REGIONS FINL CORP NEW | $2,595,000 | +9.7% | 139,697 | +2.1% | 0.26% | +5.6% |
| CSCO | Buy | CISCO SYS INC | $2,505,000 | +22.1% | 58,387 | +9.0% | 0.25% | +17.6% |
| HD | Sell | HOME DEPOT INC | $2,468,000 | -6.4% | 13,851 | -0.4% | 0.25% | -10.1% |
| WY | Buy | WEYERHAEUSER CO | $2,467,000 | +7.4% | 70,493 | +8.2% | 0.25% | +3.3% |
| MCD | Sell | MCDONALDS CORP | $2,407,000 | -18.1% | 15,388 | -9.9% | 0.24% | -21.3% |
| MMM | Buy | 3M CO | $2,291,000 | -3.6% | 10,436 | +3.4% | 0.23% | -7.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,285,000 | +17.3% | 20,902 | +22.6% | 0.23% | +13.2% |
| GE | Sell | GENERAL ELECTRIC CO | $2,261,000 | -30.2% | 167,738 | -9.6% | 0.23% | -33.0% |
| CLX | Buy | CLOROX CO DEL | $2,247,000 | +334.6% | 16,879 | +385.3% | 0.23% | +314.5% |
| STI | Buy | SUNTRUST BKS INC | $2,243,000 | +8.1% | 32,981 | +2.7% | 0.23% | +4.1% |
| COP | Sell | CONOCOPHILLIPS | $2,249,000 | +4.9% | 37,923 | -2.9% | 0.23% | +0.9% |
| DE | Sell | DEERE & CO | $2,237,000 | -3.0% | 14,401 | -2.3% | 0.23% | -6.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,153,000 | -5.2% | 30,029 | -0.2% | 0.22% | -8.4% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $2,128,000 | +483.0% | 44,512 | +484.7% | 0.22% | +468.4% |
| WMT | Buy | WALMART INC | $2,116,000 | -7.3% | 23,777 | +2.8% | 0.22% | -10.8% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $2,076,000 | +11.9% | 56,719 | +9.5% | 0.21% | +7.7% |
| SLYG | Sell | SPDR SERIES TRUSTs&p 600 smcp grw | $2,076,000 | +1.5% | 8,927 | -0.8% | 0.21% | -2.3% |
| HSTM | HEALTHSTREAM INC | $2,065,000 | +7.2% | 83,181 | 0.0% | 0.21% | +3.4% | |
| DPS | Sell | DR PEPPER SNAPPLE GROUP INC | $2,051,000 | -22.2% | 17,329 | -36.2% | 0.21% | -25.2% |
| RY | ROYAL BK CDA MONTREAL QUE | $2,043,000 | -5.3% | 26,435 | 0.0% | 0.21% | -9.2% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $2,026,000 | -2.5% | 1,964 | -1.1% | 0.21% | -5.9% |
| KHC | Sell | KRAFT HEINZ CO | $1,949,000 | -49.6% | 31,280 | -37.1% | 0.20% | -51.5% |
| CELG | Buy | CELGENE CORP | $1,938,000 | +89.8% | 21,732 | +122.0% | 0.20% | +82.4% |
| MRK | Buy | MERCK & CO INC | $1,905,000 | +0.1% | 34,974 | +3.4% | 0.19% | -4.0% |
| SYY | Sell | SYSCO CORP | $1,894,000 | -1.3% | 31,575 | -0.0% | 0.19% | -5.0% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $1,845,000 | +78.4% | 23,519 | +80.0% | 0.19% | +71.6% |
| PRU | Sell | PRUDENTIAL FINL INC | $1,807,000 | -27.5% | 17,463 | -19.4% | 0.18% | -30.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,794,000 | -13.8% | 9,523 | -14.9% | 0.18% | -17.3% |
| PXD | Buy | PIONEER NAT RES CO | $1,794,000 | +95.9% | 10,446 | +97.1% | 0.18% | +87.6% |
| SPGI | Sell | S&P GLOBAL INC | $1,777,000 | +9.6% | 9,303 | -2.8% | 0.18% | +5.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,634,000 | +41.2% | 14,931 | +44.0% | 0.17% | +36.1% |
| AET | New | AETNA INC NEW | $1,608,000 | – | 9,515 | +100.0% | 0.16% | – |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,579,000 | -5.1% | 12,954 | -2.1% | 0.16% | -8.6% |
| YUM | Sell | YUM BRANDS INC | $1,531,000 | -12.1% | 17,973 | -15.7% | 0.16% | -15.8% |
| IAT | Sell | ISHARES TRus regnl bks etf | $1,516,000 | -18.3% | 30,093 | -20.1% | 0.15% | -21.4% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $1,493,000 | +54.6% | 48,172 | +55.5% | 0.15% | +49.0% |
| BX | BLACKSTONE GROUP L P | $1,484,000 | -0.3% | 46,460 | 0.0% | 0.15% | -3.8% | |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $1,457,000 | +0.8% | 9,150 | +0.5% | 0.15% | -2.6% |
| NHI | Sell | NATIONAL HEALTH INVS INC | $1,422,000 | -28.5% | 21,142 | -19.9% | 0.14% | -31.4% |
| LNC | LINCOLN NATL CORP IND | $1,407,000 | -4.9% | 19,255 | 0.0% | 0.14% | -8.3% | |
| ECL | Buy | ECOLAB INC | $1,391,000 | +2.7% | 10,143 | +0.5% | 0.14% | -1.4% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $1,379,000 | +3.3% | 13,642 | +4.3% | 0.14% | -0.7% |
| VBR | VANGUARD INDEX FDSsm cp val etf | $1,331,000 | -2.6% | 10,288 | 0.0% | 0.14% | -6.2% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,331,000 | -10.1% | 17,919 | -8.4% | 0.14% | -13.5% |
| GIS | Sell | GENERAL MLS INC | $1,315,000 | -26.8% | 29,182 | -3.7% | 0.13% | -29.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,282,000 | +26.1% | 9,896 | +24.4% | 0.13% | +21.5% |
| IJJ | ISHARES TRs&p mc 400vl etf | $1,268,000 | -3.5% | 8,207 | 0.0% | 0.13% | -7.2% | |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $1,261,000 | +60.8% | 16,536 | +62.4% | 0.13% | +54.2% |
| KKR | Buy | KKR & CO L P DEL | $1,256,000 | -2.3% | 61,877 | +1.4% | 0.13% | -6.6% |
| ATO | ATMOS ENERGY CORP | $1,196,000 | -1.9% | 14,196 | 0.0% | 0.12% | -6.2% | |
| PACW | Buy | PACWEST BANCORP DEL | $1,174,000 | +16.9% | 23,696 | +19.0% | 0.12% | +12.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,163,000 | -7.3% | 47,524 | +0.5% | 0.12% | -10.6% |
| LOW | Buy | LOWES COS INC | $1,161,000 | +0.3% | 13,227 | +6.3% | 0.12% | -3.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,149,000 | +21.1% | 6,559 | +4.6% | 0.12% | +17.0% |
| APD | Sell | AIR PRODS & CHEMS INC | $1,096,000 | -17.1% | 6,892 | -14.4% | 0.11% | -20.1% |
| YUMC | Sell | YUM CHINA HOLDINGS INC | $1,080,000 | -25.3% | 26,016 | -28.0% | 0.11% | -27.6% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,058,000 | +12.7% | 9,016 | +16.7% | 0.11% | +8.1% |
| CSX | Buy | CSX CORP | $1,025,000 | +1.7% | 18,397 | +0.4% | 0.10% | -1.9% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,007,000 | -0.7% | 3,999 | +0.5% | 0.10% | -4.7% |
| TGT | Sell | TARGET CORP | $987,000 | -14.1% | 14,215 | -19.3% | 0.10% | -17.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $954,000 | +5.8% | 6,151 | +4.2% | 0.10% | +2.1% |
| TXN | Buy | TEXAS INSTRS INC | $930,000 | +37.6% | 8,950 | +38.3% | 0.09% | +32.4% |
| BKNG | New | BOOKING HLDGS INC | $924,000 | – | 444 | +100.0% | 0.09% | – |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $906,000 | +5.2% | 4,148 | +4.0% | 0.09% | +1.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $885,000 | -10.5% | 5,764 | -10.8% | 0.09% | -13.5% |
| NHC | Sell | NATIONAL HEALTHCARE CORP | $859,000 | -28.5% | 14,400 | -27.0% | 0.09% | -31.5% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $853,000 | -13.6% | 13,032 | -4.1% | 0.09% | -16.3% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $828,000 | -19.1% | 14,477 | -10.4% | 0.08% | -22.2% |
| IWR | New | ISHARES TRrus mid cap etf | $814,000 | – | 3,941 | +100.0% | 0.08% | – |
| NSC | Sell | NORFOLK SOUTHERN CORP | $811,000 | -13.0% | 5,977 | -7.0% | 0.08% | -16.3% |
| KMI | Sell | KINDER MORGAN INC DEL | $805,000 | -17.5% | 53,434 | -1.1% | 0.08% | -20.4% |
| CAT | Buy | CATERPILLAR INC DEL | $800,000 | -4.8% | 5,425 | +1.8% | 0.08% | -9.0% |
| ENB | Buy | ENBRIDGE INC | $788,000 | -9.9% | 25,034 | +11.9% | 0.08% | -13.0% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $776,000 | +28.9% | 13,730 | +29.7% | 0.08% | +25.4% |
| AEP | Sell | AMERICAN ELEC PWR INC | $754,000 | -72.0% | 10,990 | -70.0% | 0.08% | -72.9% |
| GD | New | GENERAL DYNAMICS CORP | $757,000 | – | 3,426 | +100.0% | 0.08% | – |
| SRE | Sell | SEMPRA ENERGY | $746,000 | -0.3% | 6,705 | -4.2% | 0.08% | -3.8% |
| RTN | Buy | RAYTHEON COMPANY | $748,000 | +28.5% | 3,465 | +11.8% | 0.08% | +24.6% |
| BLK | Buy | BLACKROCK INC | $735,000 | +42.2% | 1,356 | +34.7% | 0.08% | +36.4% |
| SON | SONOCO PRODS CO | $742,000 | -8.6% | 15,289 | 0.0% | 0.08% | -12.8% | |
| APO | APOLLO GLOBAL MGMT LLC | $711,000 | -11.5% | 24,000 | 0.0% | 0.07% | -15.3% | |
| XRAY | Buy | DENTSPLY SIRONA INC | $679,000 | -23.4% | 13,492 | +0.1% | 0.07% | -26.6% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $673,000 | +1.4% | 24,415 | +2.5% | 0.07% | -2.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $649,000 | -2.3% | 5,752 | +0.5% | 0.07% | -5.7% |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $606,000 | -14.0% | 10,298 | 0.0% | 0.06% | -16.2% | |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $610,000 | +10.5% | 15,602 | +0.3% | 0.06% | +6.9% |
| WPZ | WILLIAMS PARTNERS L P NEW | $598,000 | -11.3% | 17,377 | 0.0% | 0.06% | -14.1% | |
| IEMG | New | ISHARES INCcore msci emkt | $600,000 | – | 10,278 | +100.0% | 0.06% | – |
| WPC | W P CAREY INC | $598,000 | -10.1% | 9,650 | 0.0% | 0.06% | -12.9% | |
| ALL | Buy | ALLSTATE CORP | $603,000 | -7.1% | 6,364 | +2.6% | 0.06% | -10.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $603,000 | +31.1% | 9,219 | +28.1% | 0.06% | +24.5% |
| IGIB | Buy | ISHARES TRintrmd cr bd etf | $591,000 | +30.2% | 5,507 | +32.4% | 0.06% | +25.0% |
| HRL | HORMEL FOODS CORP | $590,000 | -5.8% | 17,200 | 0.0% | 0.06% | -9.1% | |
| FDX | Buy | FEDEX CORP | $577,000 | +29.4% | 2,402 | +34.5% | 0.06% | +25.5% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $582,000 | -2.3% | 2,411 | 0.0% | 0.06% | -6.3% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $553,000 | -48.9% | 8,205 | -45.2% | 0.06% | -50.9% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $541,000 | +79.1% | 7,827 | +93.3% | 0.06% | +71.9% |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $529,000 | +7.3% | 3,540 | +4.8% | 0.05% | +3.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $533,000 | +14.9% | 1,526 | +0.9% | 0.05% | +10.2% |
| PSX | Buy | PHILLIPS 66 | $519,000 | +14.1% | 5,410 | +20.2% | 0.05% | +10.4% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $521,000 | +81.5% | 2,523 | +66.6% | 0.05% | +76.7% |
| VFC | V F CORP | $510,000 | 0.0% | 6,886 | 0.0% | 0.05% | -3.7% | |
| KMB | Sell | KIMBERLY CLARK CORP | $499,000 | -11.7% | 4,535 | -3.2% | 0.05% | -15.0% |
| ADBE | Sell | ADOBE SYS INC | $489,000 | -5.4% | 2,261 | -23.3% | 0.05% | -9.1% |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $494,000 | – | 3,535 | +100.0% | 0.05% | – |
| DEO | Sell | DIAGEO PLCspon adr new | $477,000 | -8.3% | 3,526 | -1.1% | 0.05% | -12.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $474,000 | +4.9% | 2,583 | -1.4% | 0.05% | 0.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $467,000 | -68.4% | 9,226 | -67.1% | 0.05% | -69.9% |
| AFL | Buy | AFLAC INC | $459,000 | +70.0% | 10,464 | +240.8% | 0.05% | +67.9% |
| IGSB | Buy | ISHARES TR1 3 yr cr bd etf | $456,000 | +12.3% | 4,395 | +13.3% | 0.05% | +7.0% |
| VMC | VULCAN MATLS CO | $430,000 | -11.2% | 3,765 | 0.0% | 0.04% | -13.7% | |
| XYL | XYLEM INC | $434,000 | +12.7% | 5,646 | 0.0% | 0.04% | +7.3% | |
| FTV | Buy | FORTIVE CORP | $430,000 | +23.2% | 5,546 | +15.1% | 0.04% | +18.9% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $422,000 | +66.1% | 8,163 | +62.4% | 0.04% | +59.3% |
| DLR | Sell | DIGITAL RLTY TR INC | $412,000 | -22.7% | 3,912 | -16.5% | 0.04% | -25.0% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspon adr a | $406,000 | -4.5% | 6,369 | -0.0% | 0.04% | -8.9% |
| BAM | New | BROOKFIELD ASSET MGMT INC | $402,000 | – | 10,296 | +100.0% | 0.04% | – |
| LRCX | LAM RESEARCH CORP | $390,000 | +10.8% | 1,916 | 0.0% | 0.04% | +8.1% | |
| STWD | Buy | STARWOOD PPTY TR INC | $394,000 | +0.8% | 18,795 | +2.6% | 0.04% | -2.4% |
| IYY | ISHARES TRdow jones us etf | $389,000 | -1.0% | 2,942 | 0.0% | 0.04% | -4.9% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $388,000 | +1.0% | 2,858 | +0.8% | 0.04% | -2.5% |
| HAL | Sell | HALLIBURTON CO | $375,000 | -37.4% | 7,997 | -34.7% | 0.04% | -39.7% |
| LULU | LULULEMON ATHLETICA INC | $374,000 | +13.7% | 4,192 | 0.0% | 0.04% | +8.6% | |
| ETP | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $365,000 | -9.7% | 22,524 | 0.0% | 0.04% | -14.0% | |
| SWK | STANLEY BLACK & DECKER INC | $354,000 | -9.7% | 2,312 | 0.0% | 0.04% | -12.2% | |
| ITW | New | ILLINOIS TOOL WKS INC | $356,000 | – | 2,272 | +100.0% | 0.04% | – |
| TD | Sell | TORONTO DOMINION BK ONT | $355,000 | -13.0% | 6,253 | -10.1% | 0.04% | -16.3% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $356,000 | +140.5% | 27,945 | +136.5% | 0.04% | +125.0% |
| GLW | Sell | CORNING INC | $346,000 | -15.4% | 12,393 | -3.2% | 0.04% | -18.6% |
| GCO | GENESCO INC | $345,000 | +25.0% | 8,500 | 0.0% | 0.04% | +20.7% | |
| IBB | Buy | ISHARES TRnasdaq biotech | $335,000 | +1.8% | 3,142 | +1.8% | 0.03% | -2.9% |
| GPC | Sell | GENUINE PARTS CO | $334,000 | -12.8% | 3,717 | -7.8% | 0.03% | -15.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $332,000 | +9.9% | 2,194 | +4.7% | 0.03% | +6.2% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $324,000 | -30.0% | 5,697 | -25.6% | 0.03% | -32.7% |
| SYK | New | STRYKER CORP | $329,000 | – | 2,046 | +100.0% | 0.03% | – |
| AEE | AMEREN CORP | $328,000 | -3.8% | 5,786 | 0.0% | 0.03% | -8.3% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $326,000 | +55.2% | 2,341 | +51.3% | 0.03% | +50.0% |
| CME | Sell | CME GROUP INC | $329,000 | +10.4% | 2,036 | -0.1% | 0.03% | +6.5% |
| DON | Buy | WISDOMTREE TRus midcap divid | $328,000 | +22.8% | 9,588 | +26.9% | 0.03% | +17.9% |
| NTES | NETEASE INCsponsored adr | $315,000 | -18.8% | 1,125 | 0.0% | 0.03% | -22.0% | |
| PX | Sell | PRAXAIR INC | $310,000 | -8.8% | 2,149 | -2.1% | 0.03% | -13.9% |
| WRK | New | WESTROCK CO | $294,000 | – | 4,594 | +100.0% | 0.03% | – |
| KMIPRA | KINDER MORGAN INC DEL | $293,000 | -17.9% | 9,416 | 0.0% | 0.03% | -21.1% | |
| SCHW | SCHWAB CHARLES CORP NEW | $297,000 | +2.1% | 5,678 | 0.0% | 0.03% | -3.2% | |
| BXMT | BLACKSTONE MTG TR INC | $295,000 | -2.3% | 9,376 | 0.0% | 0.03% | -6.2% | |
| EL | Buy | LAUDER ESTEE COS INCcl a | $294,000 | +18.5% | 1,961 | +0.5% | 0.03% | +15.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $299,000 | +0.3% | 1 | 0.0% | 0.03% | -3.2% | |
| WCN | WASTE CONNECTIONS INC | $295,000 | +1.0% | 4,111 | 0.0% | 0.03% | -3.2% | |
| LUV | Buy | SOUTHWEST AIRLS | $283,000 | -6.9% | 4,930 | +6.3% | 0.03% | -9.4% |
| ARLP | ALLIANCE RES PARTNER L Put ltd part | $284,000 | -10.4% | 16,070 | 0.0% | 0.03% | -12.1% | |
| AZO | AUTOZONE INC | $283,000 | -9.0% | 437 | 0.0% | 0.03% | -12.1% | |
| EPR | EPR PPTYS | $281,000 | -15.4% | 5,069 | 0.0% | 0.03% | -17.1% | |
| IPAC | ISHARES TRcore msci pac | $290,000 | +0.3% | 4,840 | 0.0% | 0.03% | -3.3% | |
| ROST | Sell | ROSS STORES INC | $286,000 | -36.2% | 3,664 | -34.3% | 0.03% | -38.3% |
| SBUX | Buy | STARBUCKS CORP | $286,000 | +3.6% | 4,932 | +2.4% | 0.03% | 0.0% |
| TRP | Sell | TRANSCANADA CORP | $284,000 | -32.1% | 6,875 | -20.0% | 0.03% | -34.1% |
| AVGO | Sell | BROADCOM LTD | $286,000 | -30.1% | 1,214 | -23.8% | 0.03% | -32.6% |
| PAYX | Buy | PAYCHEX INC | $274,000 | -6.5% | 4,436 | +3.2% | 0.03% | -9.7% |
| DHI | Sell | D R HORTON INC | $265,000 | -43.9% | 6,043 | -34.6% | 0.03% | -46.0% |
| BAC | Buy | BANK AMER CORP | $267,000 | +12.7% | 8,874 | +10.5% | 0.03% | +8.0% |
| OXY | Sell | OCCIDENTAL PETE CORP DEL | $269,000 | -40.1% | 4,140 | -32.1% | 0.03% | -42.6% |
| BGB | BLACKSTONE GSO STRATEGIC CR | $268,000 | +1.1% | 16,871 | 0.0% | 0.03% | -3.6% | |
| WB | Sell | WEIBO CORP | $266,000 | +6.4% | 2,220 | -8.3% | 0.03% | +3.8% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $264,000 | -9.0% | 2,742 | -11.1% | 0.03% | -12.9% |
| EXC | Buy | EXELON CORP | $252,000 | +6.3% | 6,456 | +7.6% | 0.03% | +4.0% |
| ES | Sell | EVERSOURCE ENERGY | $253,000 | -7.3% | 4,293 | -0.9% | 0.03% | -10.3% |
| TMUS | T MOBILE US INC | $255,000 | -3.8% | 4,170 | 0.0% | 0.03% | -7.1% | |
| OHI | OMEGA HEALTHCARE INVS INC | $243,000 | -2.0% | 9,000 | 0.0% | 0.02% | -3.8% | |
| ITOT | ISHARES TRcore s&p ttl stk | $245,000 | -1.2% | 4,055 | 0.0% | 0.02% | -3.8% | |
| TWO | Buy | TWO HBRS INVT CORP | $251,000 | +7.7% | 16,300 | +14.0% | 0.02% | 0.0% |
| A | AGILENT TECHNOLOGIES INC | $232,000 | -0.4% | 3,474 | 0.0% | 0.02% | -4.0% | |
| IDV | New | ISHARES TRintl sel div etf | $238,000 | – | 7,225 | +100.0% | 0.02% | – |
| APA | Sell | APACHE CORP | $232,000 | -13.4% | 6,033 | -5.1% | 0.02% | -14.3% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $241,000 | +4.8% | 1,977 | +9.2% | 0.02% | 0.0% |
| SNY | Sell | SANOFIsponsored adr | $234,000 | -25.0% | 5,834 | -19.5% | 0.02% | -27.3% |
| FLR | Sell | FLUOR CORP NEW | $228,000 | -46.0% | 3,976 | -51.3% | 0.02% | -47.7% |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $231,000 | -9.1% | 10,500 | 0.0% | 0.02% | -14.8% | |
| UAA | Sell | UNDER ARMOUR INCcl a | $224,000 | -3.9% | 13,673 | -15.5% | 0.02% | -8.0% |
| WEC | Sell | WEC ENERGY GROUP INC | $222,000 | -8.6% | 3,535 | -3.2% | 0.02% | -11.5% |
| JKHY | HENRY JACK & ASSOC INC | $226,000 | +3.2% | 1,870 | 0.0% | 0.02% | 0.0% | |
| RSG | Buy | REPUBLIC SVCS INC | $225,000 | +3.2% | 3,394 | +5.3% | 0.02% | 0.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $212,000 | +2.4% | 2,920 | -0.5% | 0.02% | 0.0% |
| LYB | New | LYONDELLBASELL INDUSTRIES | $215,000 | – | 2,039 | +100.0% | 0.02% | – |
| CORPORATE CAP TR INC | $212,000 | +89.3% | 12,535 | 0.0% | 0.02% | +83.3% | ||
| SPSB | Sell | SPDR SERIES TRUSTportfolio short | $219,000 | -0.9% | 7,243 | -0.1% | 0.02% | -4.3% |
| DXPE | New | DXP ENTERPRISES INC NEW | $215,000 | – | 5,514 | +100.0% | 0.02% | – |
| FANG | DIAMONDBACK ENERGY INC | $217,000 | 0.0% | 1,717 | 0.0% | 0.02% | -4.3% | |
| SIVB | SVB FINL GROUP | $219,000 | +2.3% | 914 | 0.0% | 0.02% | -4.3% | |
| EWJ | ISHARES INCmsci jpn etf new | $214,000 | +1.4% | 3,524 | 0.0% | 0.02% | 0.0% | |
| HPQ | New | HP INC | $217,000 | – | 9,903 | +100.0% | 0.02% | – |
| SJI | New | SOUTH JERSEY INDS INC | $213,000 | – | 7,566 | +100.0% | 0.02% | – |
| CDK | Sell | CDK GLOBAL INC | $203,000 | -11.4% | 3,198 | -0.2% | 0.02% | -12.5% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $205,000 | -33.7% | 2,534 | -31.1% | 0.02% | -36.4% |
| SCG | Sell | SCANA CORP NEW | $208,000 | -20.9% | 5,537 | -16.3% | 0.02% | -25.0% |
| KMX | New | CARMAX INC | $200,000 | – | 3,222 | +100.0% | 0.02% | – |
| ARCC | ARES CAP CORP | $192,000 | +0.5% | 12,121 | 0.0% | 0.02% | -5.0% | |
| DECK | New | DECKERS OUTDOOR CORP | $181,000 | – | 2,009 | +100.0% | 0.02% | – |
| EOS | New | EATON VANCE ENH EQTY INC FD | $176,000 | – | 11,147 | +100.0% | 0.02% | – |
| AGG | New | ISHARES TRcore us aggbd et | $167,000 | – | 1,561 | +100.0% | 0.02% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $165,000 | – | 2,024 | +100.0% | 0.02% | – |
| NBB | New | NUVEEN BUILD AMER BD FD | $159,000 | – | 7,633 | +100.0% | 0.02% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $152,000 | – | 3,663 | +100.0% | 0.02% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $144,000 | – | 2,479 | +100.0% | 0.02% | – |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $152,000 | -39.2% | 800 | -40.3% | 0.02% | -42.3% |
| GM | New | GENERAL MTRS CO | $141,000 | – | 3,886 | +100.0% | 0.01% | – |
| IEV | New | ISHARES TReurope etf | $131,000 | – | 2,804 | +100.0% | 0.01% | – |
| JWN | Sell | NORDSTROM INC | $131,000 | -45.0% | 2,714 | -46.0% | 0.01% | -48.0% |
| ETY | EATON VANCE TX MGD DIV EQ IN | $126,000 | -5.3% | 10,900 | 0.0% | 0.01% | -7.1% | |
| MQY | New | BLACKROCK MUNIYIELD QUALITY | $129,000 | – | 10,200 | +100.0% | 0.01% | – |
| WWW | New | WOLVERINE WORLD WIDE INC | $128,000 | – | 4,426 | +100.0% | 0.01% | – |
| NOV | Sell | NATIONAL OILWELL VARCO INC | $123,000 | -60.8% | 3,333 | -61.8% | 0.01% | -63.6% |
| DVMT | Sell | DELL TECHNOLOGIES INC | $118,000 | -47.8% | 1,614 | -42.0% | 0.01% | -50.0% |
| CAH | Sell | CARDINAL HEALTH INC | $108,000 | -53.0% | 1,728 | -54.0% | 0.01% | -54.2% |
| F | New | FORD MTR CO DEL | $113,000 | – | 10,158 | +100.0% | 0.01% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $101,000 | – | 1,095 | +100.0% | 0.01% | – |
| CAL | New | CALERES INC | $96,000 | – | 2,856 | +100.0% | 0.01% | – |
| SLV | Sell | ISHARES SILVER TRUSTishares | $88,000 | -61.7% | 5,715 | -60.2% | 0.01% | -62.5% |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $76,000 | – | 475 | +100.0% | 0.01% | – |
| SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $74,000 | – | 1,578 | +100.0% | 0.01% | – |
| WFCPRL | New | WELLS FARGO CO NEWperp pfd cnv a | $76,000 | – | 59 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP | $73,000 | – | 1,000 | +100.0% | 0.01% | – |
| SREV | SERVICESOURCE INTL INC | $69,000 | +23.2% | 18,000 | 0.0% | 0.01% | +16.7% | |
| ADM | New | ARCHER DANIELS MIDLAND CO | $60,000 | – | 1,388 | +100.0% | 0.01% | – |
| O | New | REALTY INCOME CORP | $57,000 | – | 1,107 | +100.0% | 0.01% | – |
| IGR | New | CBRE CLARION GLOBAL REAL EST | $53,000 | – | 7,233 | +100.0% | 0.01% | – |
| HHC | New | HOWARD HUGHES CORP | $42,000 | – | 304 | +100.0% | 0.00% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bond mrkt | $43,000 | – | 540 | +100.0% | 0.00% | – |
| BSL | New | BLACKSTONE GSO FLTING RTE FU | $36,000 | – | 1,961 | +100.0% | 0.00% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $41,000 | – | 700 | +100.0% | 0.00% | – |
| KBE | New | SPDR SERIES TRUSTs&p bk etf | $36,000 | – | 760 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $41,000 | – | 750 | +100.0% | 0.00% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $43,000 | – | 5,513 | +100.0% | 0.00% | – |
| CA | New | CA INC | $42,000 | – | 1,232 | +100.0% | 0.00% | – |
| FSB | New | FRANKLIN FINL NETWORK INC | $35,000 | – | 1,064 | +100.0% | 0.00% | – |
| IEO | New | ISHARES TRus oil gs ex etf | $39,000 | – | 620 | +100.0% | 0.00% | – |
| MTN | New | VAIL RESORTS INC | $35,000 | – | 158 | +100.0% | 0.00% | – |
| ITB | New | ISHARES TRus home cons etf | $28,000 | – | 708 | +100.0% | 0.00% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $31,000 | – | 395 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $25,000 | – | 225 | +100.0% | 0.00% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $33,000 | – | 887 | +100.0% | 0.00% | – |
| UAL | New | UNITED CONTL HLDGS INC | $27,000 | – | 384 | +100.0% | 0.00% | – |
| FV | New | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $32,000 | – | 1,100 | +100.0% | 0.00% | – |
| SHPG | New | SHIRE PLCsponsored adr | $31,000 | – | 207 | +100.0% | 0.00% | – |
| PIN | New | POWERSHARES INDIA ETFindia port | $29,000 | – | 1,144 | +100.0% | 0.00% | – |
| PCI | New | PIMCO DYNMIC CREDIT AND MRT | $32,000 | – | 1,400 | +100.0% | 0.00% | – |
| AN | New | AUTONATION INC | $31,000 | – | 660 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVT & MGMT COcl a | $15,000 | – | 363 | +100.0% | 0.00% | – |
| EWG | New | ISHARES INCmsci germany etf | $22,000 | – | 691 | +100.0% | 0.00% | – |
| EWH | New | ISHARES INCmsci hong kg etf | $24,000 | – | 930 | +100.0% | 0.00% | – |
| FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $17,000 | – | 359 | +100.0% | 0.00% | – |
| CHIM | New | GLOBAL X FDSgblx chimatl new | $22,000 | – | 621 | +100.0% | 0.00% | – |
| SRLN | New | SSGA ACTIVE ETF TRblkstn gsosrln | $21,000 | – | 444 | +100.0% | 0.00% | – |
| BAX | New | BAXTER INTL INC | $16,000 | – | 240 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $15,000 | – | 1,026 | +100.0% | 0.00% | – |
| NORW | New | GLOBAL X FDSglbx msci norw | $18,000 | – | 1,316 | +100.0% | 0.00% | – |
| EUSC | New | WISDOMTREE TReur hdg smlcap | $22,000 | – | 727 | +100.0% | 0.00% | – |
| OKE | New | ONEOK INC NEW | $22,000 | – | 380 | +100.0% | 0.00% | – |
| CLB | New | CORE LABORATORIES N V | $17,000 | – | 159 | +100.0% | 0.00% | – |
| MHD | New | BLACKROCK MUNIHOLDINGS FD IN | $24,000 | – | 1,591 | +100.0% | 0.00% | – |
| CSRA | New | CSRA INC | $17,000 | – | 410 | +100.0% | 0.00% | – |
| AMPH | New | AMPHASTAR PHARMACEUTICALS IN | $19,000 | – | 1,000 | +100.0% | 0.00% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $22,000 | – | 750 | +100.0% | 0.00% | – |
| WU | New | WESTERN UN CO | $19,000 | – | 979 | +100.0% | 0.00% | – |
| DBL | New | DOUBLELINE OPPORTUNISTIC CR | $8,000 | – | 378 | +100.0% | 0.00% | – |
| EWL | New | ISHARES INCmsci switzerland | $13,000 | – | 385 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES INCmsci brazil etf | $6,000 | – | 128 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $8,000 | – | 474 | +100.0% | 0.00% | – |
| GPMT | New | GRANITE PT MTG TR INC | $6,000 | – | 379 | +100.0% | 0.00% | – |
| NEAR | New | ISHARES US ETF TRsh mat bd etf | $7,000 | – | 134 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC | $13,000 | – | 311 | +100.0% | 0.00% | – |
| TOTL | New | SSGA ACTIVE ETF TRblkstn gsosrln | $7,000 | – | 139 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY COMMUNICATNS NEW | $12,000 | – | 566 | +100.0% | 0.00% | – |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $6,000 | – | 100 | +100.0% | 0.00% | – |
| JRO | New | NUVEEN FLTNG RTE INCM OPP FD | $5,000 | – | 433 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC | $12,000 | – | 212 | +100.0% | 0.00% | – |
| JFR | New | NUVEEN FLOATING RATE INCOME | $14,000 | – | 1,280 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $6,000 | – | 99 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC | $6,000 | – | 26 | +100.0% | 0.00% | – |
| LBTYA | New | LIBERTY GLOBAL PLC | $6,000 | – | 201 | +100.0% | 0.00% | – |
| EQL | New | ALPS ETF TRequal sec etf | $13,000 | – | 185 | +100.0% | 0.00% | – |
| PSA | New | PUBLIC STORAGE | $13,000 | – | 65 | +100.0% | 0.00% | – |
| MFGP | New | MICRO FOCUS INTERNATIONAL PLspon adr new | $1,000 | – | 65 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $4,000 | – | 40 | +100.0% | 0.00% | – |
| DVN | New | DEVON ENERGY CORP NEW | $3,000 | – | 85 | +100.0% | 0.00% | – |
| LITE | New | LUMENTUM HLDGS INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| IYE | New | ISHARES TRu.s. energy etf | $4,000 | – | 111 | +100.0% | 0.00% | – |
| LPNT | New | LIFEPOINT HEALTH INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GROUP | $3,000 | – | 61 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | – | 139 | +100.0% | 0.00% | – |
| LILA | New | LIBERTY LATIN AMERICA LTD | $0 | – | 13 | +100.0% | 0.00% | – |
| HCRSQ | New | HI-CRUSH PARTNERS LP | $4,000 | – | 400 | +100.0% | 0.00% | – |
| STON | New | STONEMOR PARTNERS L P | $3,000 | – | 500 | +100.0% | 0.00% | – |
| NJR | New | NEW JERSEY RES | $4,000 | – | 100 | +100.0% | 0.00% | – |
| VIAV | New | VIAVI SOLUTIONS INC | $1,000 | – | 125 | +100.0% | 0.00% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $2,000 | – | 33 | +100.0% | 0.00% | – |
| SEA | New | CLAYMORE EXCHANGE TRD FD TRgugg shippng etf | $3,000 | – | 256 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $2,000 | – | 152 | +100.0% | 0.00% | – |
| SFUN | Exit | FANG HLDGS LTDadr | $0 | – | -10,000 | -100.0% | -0.01% | – |
| MYI | Exit | BLACKROCK MUNIYIELD QLTY FD | $0 | – | -10,200 | -100.0% | -0.02% | – |
| LAZ | Exit | LAZARD LTD | $0 | – | -3,849 | -100.0% | -0.02% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -1,708 | -100.0% | -0.02% | – |
| DRE | Exit | DUKE REALTY CORP | $0 | – | -7,500 | -100.0% | -0.02% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -1,320 | -100.0% | -0.02% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -5,047 | -100.0% | -0.03% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -162 | -100.0% | -0.03% | – |
| PFF | Exit | ISHARES TRs&p us pfd stk | $0 | – | -7,803 | -100.0% | -0.03% | – |
| COR | Exit | CORESITE RLTY CORP | $0 | – | -2,740 | -100.0% | -0.03% | – |
| PH | Exit | PARKER HANNIFIN CORP | $0 | – | -2,238 | -100.0% | -0.05% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -5,769 | -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 2018-05-03
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 |
|---|---|
| 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 |
| 144 | 2024-04-25 |
| 144 | 2024-04-25 |
| 8-K | 2024-04-23 |
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.