$1.05 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 811 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 16.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $21,430,000 | +11.0% | 217,322 | +2.7% | 2.04% | +3.9% |
| AAPL | Buy | APPLE INC | $18,627,000 | +11.8% | 100,626 | +1.3% | 1.77% | +4.6% |
| AMZN | Buy | AMAZON COM INC | $17,059,000 | +22.5% | 10,036 | +4.3% | 1.62% | +14.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $16,855,000 | +61.1% | 215,807 | +61.8% | 1.60% | +50.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $15,454,000 | +5.6% | 148,315 | +11.4% | 1.47% | -1.1% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $13,447,000 | +7.7% | 313,452 | +11.1% | 1.28% | +0.8% |
| INTC | Buy | INTEL CORP | $12,287,000 | +1.9% | 247,194 | +6.8% | 1.17% | -4.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $12,212,000 | +13.6% | 81,517 | +7.6% | 1.16% | +6.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $12,001,000 | +7.8% | 98,896 | +13.9% | 1.14% | +0.9% |
| XOM | Buy | EXXON MOBIL CORP | $11,938,000 | +18.2% | 144,296 | +6.6% | 1.13% | +10.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $11,613,000 | +20.5% | 47,334 | +5.1% | 1.10% | +12.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $11,463,000 | +7.6% | 171,168 | +11.9% | 1.09% | +0.7% |
| CVX | Buy | CHEVRON CORP NEW | $11,376,000 | +15.2% | 89,983 | +3.9% | 1.08% | +7.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $11,024,000 | -6.3% | 37,315 | +7.2% | 1.05% | -12.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $10,788,000 | +9.0% | 55,388 | +5.0% | 1.02% | +2.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $10,186,000 | +26.5% | 37,307 | +23.0% | 0.97% | +18.4% |
| WFC | Buy | WELLS FARGO CO NEW | $10,138,000 | +10.1% | 182,866 | +4.1% | 0.96% | +3.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,089,000 | -2.8% | 239,069 | +8.2% | 0.96% | -9.1% |
| ABBV | Buy | ABBVIE INC | $9,922,000 | +0.4% | 107,100 | +2.6% | 0.94% | -6.1% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $9,703,000 | +18.4% | 51,350 | +8.9% | 0.92% | +10.7% |
| VOO | Buy | VANGUARD INDEX FDS | $9,658,000 | +27.4% | 38,709 | +23.6% | 0.92% | +19.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $9,601,000 | +16.7% | 8,503 | +7.2% | 0.91% | +9.2% |
| HCA | Buy | HCA HEALTHCARE INC | $9,285,000 | +10.0% | 90,494 | +4.0% | 0.88% | +2.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $9,112,000 | +11.2% | 109,175 | +2.6% | 0.86% | +4.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $8,822,000 | -3.2% | 268,920 | +0.9% | 0.84% | -9.4% |
| T | Buy | AT&T INC | $8,826,000 | -5.0% | 274,860 | +5.5% | 0.84% | -11.1% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $8,793,000 | +89.3% | 172,476 | +88.7% | 0.84% | +77.3% |
| EMR | Buy | EMERSON ELEC CO | $8,734,000 | +12.6% | 126,328 | +11.2% | 0.83% | +5.2% |
| V | Buy | VISA INC | $8,606,000 | +20.7% | 64,977 | +9.0% | 0.82% | +12.8% |
| PEP | Buy | PEPSICO INC | $8,599,000 | +11.8% | 78,981 | +12.1% | 0.82% | +4.6% |
| KO | Buy | COCA COLA CO | $8,176,000 | +9.8% | 186,404 | +8.7% | 0.78% | +2.6% |
| HON | Buy | HONEYWELL INTL INC | $8,040,000 | +8.4% | 55,818 | +8.8% | 0.76% | +1.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $7,654,000 | +11.7% | 152,142 | +6.2% | 0.73% | +4.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,250,000 | +10.7% | 114,411 | +15.1% | 0.69% | +3.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $6,963,000 | +3.7% | 83,844 | +3.0% | 0.66% | -2.9% |
| USB | Buy | US BANCORP DEL | $6,791,000 | +7.4% | 135,761 | +8.4% | 0.64% | +0.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $6,613,000 | +4.7% | 84,716 | +6.3% | 0.63% | -2.0% |
| AMGN | Buy | AMGEN INC | $6,597,000 | +17.3% | 35,736 | +8.3% | 0.63% | +9.6% |
| VLO | Buy | VALERO ENERGY CORP NEW | $6,557,000 | +20.4% | 59,162 | +0.7% | 0.62% | +12.7% |
| NKE | Buy | NIKE INCcl b | $6,564,000 | +28.6% | 82,377 | +7.2% | 0.62% | +20.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $6,537,000 | +18.4% | 40,035 | +9.4% | 0.62% | +10.9% |
| BBT | Buy | BB&T CORP | $6,246,000 | +0.3% | 123,838 | +3.5% | 0.59% | -6.2% |
| NFLX | Buy | NETFLIX INC | $6,193,000 | +33.2% | 15,823 | +0.5% | 0.59% | +24.6% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $6,150,000 | +11.9% | 73,639 | +13.7% | 0.58% | +4.7% |
| PFE | Buy | PFIZER INC | $5,771,000 | +8.1% | 159,061 | +5.7% | 0.55% | +1.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $5,744,000 | +35.5% | 42,821 | +14.6% | 0.54% | +26.7% |
| GLD | Buy | SPDR GOLD TRUST | $5,664,000 | +5.7% | 47,743 | +12.1% | 0.54% | -1.1% |
| MO | Buy | ALTRIA GROUP INC | $5,635,000 | -5.0% | 99,212 | +4.3% | 0.54% | -11.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $5,590,000 | +17.3% | 67,131 | +6.9% | 0.53% | +9.7% |
| COF | Buy | CAPITAL ONE FINL CORP | $5,457,000 | +2.5% | 59,378 | +6.9% | 0.52% | -4.1% |
| TJX | Buy | TJX COS INC NEW | $5,145,000 | +21.4% | 54,063 | +4.0% | 0.49% | +13.7% |
| UNP | Buy | UNION PAC CORP | $5,020,000 | +18.1% | 35,431 | +12.1% | 0.48% | +10.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $4,833,000 | +6.2% | 38,143 | +3.0% | 0.46% | -0.6% |
| SLB | Buy | SCHLUMBERGER LTD | $4,755,000 | +19.4% | 70,932 | +15.3% | 0.45% | +11.9% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $4,650,000 | +3.7% | 37,190 | +4.4% | 0.44% | -2.9% |
| NEE | Buy | NEXTERA ENERGY INC | $4,623,000 | +24.5% | 27,678 | +21.8% | 0.44% | +16.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $4,568,000 | +12.8% | 46,616 | +7.4% | 0.43% | +5.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,433,000 | -1.1% | 56,258 | +0.9% | 0.42% | -7.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,262,000 | +3.5% | 22,836 | +10.7% | 0.40% | -3.1% |
| EFV | Buy | ISHARES TReafe value etf | $4,202,000 | -4.9% | 81,851 | +1.1% | 0.40% | -10.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,141,000 | -10.6% | 51,281 | +10.0% | 0.39% | -16.4% |
| FB | Buy | FACEBOOK INCcl a | $4,103,000 | +28.9% | 21,110 | +6.0% | 0.39% | +20.7% |
| MDLZ | Buy | MONDELEZ INTL INCcla | $4,007,000 | +1.7% | 97,740 | +3.5% | 0.38% | -4.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $3,973,000 | +16.5% | 43,692 | +17.1% | 0.38% | +9.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $3,971,000 | +7.0% | 49,283 | +0.2% | 0.38% | 0.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,874,000 | +10.9% | 36,471 | +9.3% | 0.37% | +4.0% |
| LLY | Buy | LILLY ELI & CO | $3,833,000 | +17.0% | 44,910 | +6.1% | 0.36% | +9.3% |
| ETN | Buy | EATON CORP PLC | $3,811,000 | +0.9% | 50,979 | +7.8% | 0.36% | -5.5% |
| C | Buy | CITIGROUP INC | $3,753,000 | +5.0% | 56,081 | +5.9% | 0.36% | -1.9% |
| HD | Buy | HOME DEPOT INC | $3,631,000 | +47.1% | 18,610 | +34.4% | 0.34% | +38.0% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $3,589,000 | +17.1% | 49,390 | +5.6% | 0.34% | +9.6% |
| KSS | Buy | KOHLS CORP | $3,591,000 | +14.1% | 49,262 | +2.6% | 0.34% | +6.9% |
| BP | Buy | BP PLCsponsored adr | $3,577,000 | +23.1% | 78,342 | +9.3% | 0.34% | +15.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $3,578,000 | +29.0% | 21,852 | +19.7% | 0.34% | +21.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,543,000 | +5.8% | 81,770 | +17.8% | 0.34% | -1.2% |
| WM | Buy | WASTE MGMT INC DEL | $3,524,000 | +9.9% | 43,327 | +13.7% | 0.34% | +3.1% |
| AGN | Buy | ALLERGAN PLC | $3,415,000 | +8.9% | 20,482 | +9.9% | 0.32% | +1.9% |
| DG | Buy | DOLLAR GEN CORP NEW | $3,382,000 | +21.3% | 34,299 | +15.2% | 0.32% | +13.4% |
| CVS | Buy | CVS HEALTH CORP | $3,353,000 | +9.1% | 52,093 | +5.4% | 0.32% | +1.9% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $3,298,000 | +8.5% | 49,379 | +100.6% | 0.31% | +1.6% |
| IP | Buy | INTL PAPER CO | $3,164,000 | +2.4% | 60,767 | +5.1% | 0.30% | -4.5% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $3,127,000 | +4.2% | 33,739 | +2.5% | 0.30% | -2.6% |
| BMO | Buy | BANK MONTREAL QUE | $3,043,000 | +14.6% | 39,389 | +12.1% | 0.29% | +7.4% |
| ABT | Buy | ABBOTT LABS | $3,032,000 | +7.3% | 49,716 | +5.4% | 0.29% | +0.3% |
| DHR | Buy | DANAHER CORP DEL | $2,973,000 | +2.9% | 30,127 | +2.1% | 0.28% | -3.8% |
| CSCO | Buy | CISCO SYS INC | $2,958,000 | +18.1% | 68,731 | +17.7% | 0.28% | +10.6% |
| DWDP | Buy | DOWDUPONT INC | $2,883,000 | +6.9% | 43,734 | +3.3% | 0.27% | 0.0% |
| QCOM | Buy | QUALCOMM INC | $2,878,000 | +10.0% | 51,289 | +8.6% | 0.27% | +2.6% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $2,873,000 | +92.4% | 91,302 | +89.5% | 0.27% | +79.6% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $2,862,000 | +8.5% | 32,923 | +10.2% | 0.27% | +1.5% |
| RF | Buy | REGIONS FINL CORP NEW | $2,735,000 | +5.4% | 153,802 | +10.1% | 0.26% | -1.1% |
| CLX | Buy | CLOROX CO DEL | $2,742,000 | +22.0% | 20,273 | +20.1% | 0.26% | +14.0% |
| WY | Buy | WEYERHAEUSER CO | $2,692,000 | +9.1% | 73,811 | +4.7% | 0.26% | +2.4% |
| COP | Buy | CONOCOPHILLIPS | $2,668,000 | +18.6% | 38,321 | +1.0% | 0.25% | +11.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,577,000 | +43.6% | 12,334 | +29.5% | 0.24% | +34.6% |
| STI | Buy | SUNTRUST BKS INC | $2,573,000 | +14.7% | 38,976 | +18.2% | 0.24% | +7.0% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,525,000 | -4.9% | 45,654 | +8.8% | 0.24% | -10.8% |
| MCD | Buy | MCDONALDS CORP | $2,525,000 | +4.9% | 16,113 | +4.7% | 0.24% | -1.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,454,000 | -7.8% | 17,564 | +1.2% | 0.23% | -13.7% |
| AET | Buy | AETNA INC NEW | $2,445,000 | +52.1% | 13,326 | +40.1% | 0.23% | +42.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $2,416,000 | +5.7% | 21,939 | +5.0% | 0.23% | -1.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,378,000 | +17.4% | 2,132 | +8.6% | 0.23% | +9.7% |
| MRK | Buy | MERCK & CO INC | $2,351,000 | +23.4% | 38,736 | +10.8% | 0.22% | +15.5% |
| PXD | Buy | PIONEER NAT RES CO | $2,333,000 | +30.0% | 12,328 | +18.0% | 0.22% | +22.0% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $2,330,000 | +26.3% | 29,793 | +26.7% | 0.22% | +18.2% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $2,197,000 | +5.8% | 34,761 | +289.4% | 0.21% | -0.9% |
| CELG | Buy | CELGENE CORP | $2,121,000 | +9.4% | 26,720 | +23.0% | 0.20% | +2.0% |
| DE | Buy | DEERE & CO | $2,113,000 | -5.5% | 15,114 | +5.0% | 0.20% | -11.5% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $1,990,000 | -4.1% | 59,999 | +5.8% | 0.19% | -10.4% |
| LNC | Buy | LINCOLN NATL CORP IND | $1,759,000 | +25.0% | 28,255 | +46.7% | 0.17% | +16.8% |
| PRU | Buy | PRUDENTIAL FINL INC | $1,705,000 | -5.6% | 18,231 | +4.4% | 0.16% | -11.5% |
| YUM | Buy | YUM BRANDS INC | $1,588,000 | +3.7% | 20,302 | +13.0% | 0.15% | -2.6% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,584,000 | +94.6% | 7,466 | +89.4% | 0.15% | +80.7% |
| ECL | Buy | ECOLAB INC | $1,510,000 | +8.6% | 10,763 | +6.1% | 0.14% | +1.4% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $1,445,000 | -0.8% | 9,250 | +1.1% | 0.14% | -7.4% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,430,000 | +7.4% | 10,528 | +2.3% | 0.14% | +0.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,370,000 | +17.8% | 49,519 | +4.2% | 0.13% | +10.2% |
| PACW | Buy | PACWEST BANCORP DEL | $1,305,000 | +11.2% | 26,413 | +11.5% | 0.12% | +4.2% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,297,000 | +22.6% | 11,321 | +25.6% | 0.12% | +15.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,291,000 | +12.4% | 6,564 | +0.1% | 0.12% | +5.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,167,000 | +28.8% | 5,190 | +25.1% | 0.11% | +20.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,149,000 | +4.8% | 7,377 | +7.0% | 0.11% | -1.8% |
| RTN | Buy | RAYTHEON CO | $1,142,000 | +52.7% | 5,910 | +70.6% | 0.11% | +42.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,095,000 | +134.5% | 21,076 | +128.4% | 0.10% | +121.3% |
| YUMC | Buy | YUM CHINA HLDGS INC | $1,088,000 | +0.7% | 28,294 | +8.8% | 0.10% | -6.4% |
| BKNG | Buy | BOOKING HLDGS INC | $1,088,000 | +17.7% | 537 | +20.9% | 0.10% | +9.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,032,000 | +8.2% | 6,348 | +3.2% | 0.10% | +1.0% |
| ACN | Buy | ACCENTURE PLC IRELAND | $971,000 | +9.7% | 5,937 | +3.0% | 0.09% | +2.2% |
| BLK | Buy | BLACKROCK INC | $968,000 | +31.7% | 1,940 | +43.1% | 0.09% | +22.7% |
| IGSB | Buy | ISHARES TR1 3 yr cr bd etf | $914,000 | +100.4% | 8,811 | +100.5% | 0.09% | +89.1% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $892,000 | +7.7% | 15,578 | +7.6% | 0.08% | +1.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $884,000 | -12.2% | 4,006 | +0.2% | 0.08% | -17.6% |
| CAT | Buy | CATERPILLAR INC DEL | $863,000 | +7.9% | 6,360 | +17.2% | 0.08% | +1.2% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $865,000 | +143.0% | 71,927 | +157.4% | 0.08% | +127.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $841,000 | +11.1% | 4,510 | +31.6% | 0.08% | +3.9% |
| SON | Buy | SONOCO PRODS CO | $817,000 | +10.1% | 15,565 | +1.8% | 0.08% | +4.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $789,000 | -7.5% | 13,139 | +0.8% | 0.08% | -13.8% |
| IGIB | Buy | ISHARES TRintrmd cr bd etf | $756,000 | +27.9% | 7,116 | +29.2% | 0.07% | +20.0% |
| WPZ | Buy | WILLIAMS PARTNERS L P NEW | $723,000 | +20.9% | 17,810 | +2.5% | 0.07% | +13.1% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $706,000 | +42.9% | 4,804 | +35.9% | 0.07% | +34.0% |
| ADBE | Buy | ADOBE SYS INC | $684,000 | +39.9% | 2,807 | +24.1% | 0.06% | +30.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $675,000 | +11.9% | 9,716 | +5.4% | 0.06% | +4.9% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $672,000 | +10.2% | 16,678 | +6.9% | 0.06% | +3.2% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $663,000 | +22.6% | 8,600 | +9.9% | 0.06% | +14.5% |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $651,000 | +23.1% | 4,009 | +13.2% | 0.06% | +14.8% |
| PAYX | Buy | PAYCHEX INC | $650,000 | +137.2% | 9,514 | +114.5% | 0.06% | +121.4% |
| IDV | Buy | ISHARES TRintl sel div etf | $621,000 | +160.9% | 19,374 | +168.2% | 0.06% | +145.8% |
| AFL | Buy | AFLAC INC | $613,000 | +33.6% | 14,254 | +36.2% | 0.06% | +23.4% |
| FDX | Buy | FEDEX CORP | $615,000 | +6.6% | 2,705 | +12.6% | 0.06% | -1.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $604,000 | +27.4% | 3,252 | +25.9% | 0.06% | +18.8% |
| ALL | Buy | ALLSTATE CORP | $592,000 | -1.8% | 6,484 | +1.9% | 0.06% | -8.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $578,000 | +10.9% | 2,786 | +10.4% | 0.06% | +3.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $532,000 | -0.2% | 1,730 | +13.4% | 0.05% | -5.6% |
| STWD | Buy | STARWOOD PPTY TR INC | $507,000 | +28.7% | 23,352 | +24.2% | 0.05% | +20.0% |
| ACWX | New | ISHARES TRmsci acwi ex us | $484,000 | – | 10,233 | +100.0% | 0.05% | – |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $473,000 | +75.8% | 5,658 | +36.7% | 0.04% | +66.7% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $460,000 | +14.4% | 11,345 | +10.2% | 0.04% | +7.3% |
| DLR | Buy | DIGITAL RLTY TR INC | $458,000 | +11.2% | 4,101 | +4.8% | 0.04% | +2.4% |
| GPC | Buy | GENUINE PARTS CO | $441,000 | +32.0% | 4,810 | +29.4% | 0.04% | +23.5% |
| FTV | Buy | FORTIVE CORP | $446,000 | +3.7% | 5,785 | +4.3% | 0.04% | -4.5% |
| SYK | Buy | STRYKER CORP | $421,000 | +28.0% | 2,494 | +21.9% | 0.04% | +21.2% |
| CME | Buy | CME GROUP INC | $413,000 | +25.5% | 2,518 | +23.7% | 0.04% | +18.2% |
| MPC | Buy | MARATHON PETE CORP | $395,000 | +441.1% | 5,629 | +462.9% | 0.04% | +442.9% |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $394,000 | +32.7% | 7,709 | +35.8% | 0.04% | +23.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $387,000 | +16.6% | 2,867 | +30.7% | 0.04% | +8.8% |
| SQ | New | SQUARE INCcl a | $384,000 | – | 6,237 | +100.0% | 0.04% | – |
| AVGO | New | BROADCOM INC | $368,000 | – | 1,514 | +100.0% | 0.04% | – |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $350,000 | +62.8% | 3,190 | +56.4% | 0.03% | +50.0% |
| CRM | New | SALESFORCE COM INC | $333,000 | – | 2,438 | +100.0% | 0.03% | – |
| AZO | Buy | AUTOZONE INC | $337,000 | +19.1% | 502 | +14.9% | 0.03% | +10.3% |
| ROST | Buy | ROSS STORES INC | $318,000 | +11.2% | 3,756 | +2.5% | 0.03% | +3.4% |
| SBUX | Buy | STARBUCKS CORP | $302,000 | +5.6% | 6,187 | +25.4% | 0.03% | 0.0% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $307,000 | +4.1% | 9,776 | +4.3% | 0.03% | -3.3% |
| TRV | Buy | TRAVELERS COMPANIES INC | $297,000 | -8.9% | 2,429 | +3.8% | 0.03% | -15.2% |
| BAC | Buy | BANK AMER CORP | $289,000 | +8.2% | 10,276 | +15.8% | 0.03% | 0.0% |
| WRK | Buy | WESTROCK CO | $272,000 | -7.5% | 4,775 | +3.9% | 0.03% | -13.3% |
| EXC | Buy | EXELON CORP | $277,000 | +9.9% | 6,505 | +0.8% | 0.03% | 0.0% |
| NVDA | New | NVIDIA CORP | $258,000 | – | 1,089 | +100.0% | 0.02% | – |
| TMUS | Buy | T MOBILE US INC | $252,000 | -1.2% | 4,206 | +0.9% | 0.02% | -7.7% |
| DHI | Buy | D R HORTON INC | $250,000 | -5.7% | 6,081 | +0.6% | 0.02% | -11.1% |
| WEC | Buy | WEC ENERGY GROUP INC | $255,000 | +14.9% | 3,944 | +11.6% | 0.02% | +4.3% |
| INTU | New | INTUIT | $238,000 | – | 1,166 | +100.0% | 0.02% | – |
| ARCC | Buy | ARES CAP CORP | $245,000 | +27.6% | 14,891 | +22.9% | 0.02% | +21.1% |
| GVI | New | ISHARES TRintrm gov cr etf | $239,000 | – | 2,214 | +100.0% | 0.02% | – |
| DRE | New | DUKE REALTY CORP | $226,000 | – | 7,798 | +100.0% | 0.02% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $219,000 | – | 3,000 | +100.0% | 0.02% | – |
| CDK | Buy | CDK GLOBAL INC | $219,000 | +7.9% | 3,374 | +5.5% | 0.02% | 0.0% |
| ADI | New | ANALOG DEVICES INC | $220,000 | – | 2,294 | +100.0% | 0.02% | – |
| PFF | New | ISHARES TRs&p us pfd stk | $209,000 | – | 5,540 | +100.0% | 0.02% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $211,000 | – | 2,780 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INC | $202,000 | – | 1,620 | +100.0% | 0.02% | – |
| GM | Buy | GENERAL MTRS CO | $195,000 | +38.3% | 4,955 | +27.5% | 0.02% | +35.7% |
| PH | New | PARKER HANNIFIN CORP | $205,000 | – | 1,316 | +100.0% | 0.02% | – |
| EOS | Buy | EATON VANCE ENH EQTY INC FD | $197,000 | +11.9% | 11,697 | +4.9% | 0.02% | +5.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $177,000 | +6.0% | 1,665 | +6.7% | 0.02% | 0.0% |
| NBB | Buy | NUVEEN BUILD AMER BD FD | $159,000 | 0.0% | 7,696 | +0.8% | 0.02% | -6.2% |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $135,000 | – | 10,700 | +100.0% | 0.01% | – |
| ETY | Buy | EATON VANCE TX MGD DIV EQ IN | $139,000 | +10.3% | 11,500 | +5.5% | 0.01% | 0.0% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $99,000 | – | 575 | +100.0% | 0.01% | – |
| BSL | Buy | BLACKSTONE GSO FLTING RTE FU | $72,000 | +100.0% | 3,979 | +102.9% | 0.01% | +75.0% |
| EW | New | EDWARDS LIFESCIENCES CORP | $73,000 | – | 500 | +100.0% | 0.01% | – |
| MHD | Buy | BLACKROCK MUNIHOLDINGS FD IN | $58,000 | +141.7% | 3,738 | +134.9% | 0.01% | +200.0% |
| IGR | Buy | CBRE CLARION GLOBAL REAL EST | $58,000 | +9.4% | 7,668 | +6.0% | 0.01% | +20.0% |
| HRS | New | HARRIS CORP DEL | $58,000 | – | 400 | +100.0% | 0.01% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $54,000 | – | 500 | +100.0% | 0.01% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $37,000 | – | 2,510 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $43,000 | – | 500 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW | $30,000 | – | 1,000 | +100.0% | 0.00% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $34,000 | – | 717 | +100.0% | 0.00% | – |
| TIP | Buy | ISHARES TRtips bd etf | $34,000 | +36.0% | 298 | +32.4% | 0.00% | 0.0% |
| BKU | New | BANKUNITED INC | $29,000 | – | 700 | +100.0% | 0.00% | – |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $30,000 | +42.9% | 648 | +45.9% | 0.00% | +50.0% |
| CBS | New | CBS CORP NEW | $22,000 | – | 400 | +100.0% | 0.00% | – |
| NCOM | New | NATIONAL COMM CORP | $21,000 | – | 450 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $12,000 | – | 500 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| SMTA | New | SPIRIT MTA REIT | $6,000 | – | 551 | +100.0% | 0.00% | – |
| SEA | New | INVESCO EXCHNG TRADED FD TRshipping etf | $3,000 | – | 256 | +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 2018-07-27
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.