$1.19 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 869 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 24.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $31,744,000 | +11.1% | 109,190 | +3.6% | 2.66% | -1.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $31,025,000 | +84.1% | 396,934 | +83.9% | 2.60% | +62.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $28,704,000 | +10.7% | 184,022 | +2.0% | 2.41% | -2.2% |
| MSFT | Buy | MICROSOFT CORP | $25,528,000 | +19.1% | 223,197 | +2.7% | 2.14% | +5.3% |
| AAPL | Buy | APPLE INC | $24,507,000 | +31.6% | 108,565 | +7.9% | 2.06% | +16.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $21,167,000 | +6.4% | 167,168 | +2.0% | 1.78% | -6.0% |
| AMZN | Buy | AMAZON COM INC | $21,107,000 | +23.7% | 10,538 | +5.0% | 1.77% | +9.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $17,499,000 | +13.2% | 155,068 | +4.6% | 1.47% | +0.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $17,361,000 | +42.2% | 107,800 | +32.2% | 1.46% | +25.6% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $15,948,000 | +18.6% | 368,560 | +17.6% | 1.34% | +4.9% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $15,703,000 | +61.8% | 77,839 | +51.6% | 1.32% | +43.1% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $14,935,000 | +69.9% | 295,699 | +71.4% | 1.25% | +50.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $13,776,000 | +14.8% | 99,706 | +0.8% | 1.16% | +1.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $13,459,000 | +15.9% | 50,593 | +6.9% | 1.13% | +2.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $13,343,000 | +21.0% | 38,566 | +3.4% | 1.12% | +7.0% |
| HCA | Buy | HCA HEALTHCARE INC | $12,929,000 | +39.2% | 92,931 | +2.7% | 1.08% | +23.0% |
| XOM | Buy | EXXON MOBIL CORP | $12,503,000 | +4.7% | 147,060 | +1.9% | 1.05% | -7.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $12,160,000 | +4.6% | 74,059 | +0.4% | 1.02% | -7.5% |
| INTC | Buy | INTEL CORP | $12,030,000 | -2.1% | 254,395 | +2.9% | 1.01% | -13.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $11,274,000 | +10.7% | 38,513 | +3.2% | 0.95% | -2.2% |
| CVX | Buy | CHEVRON CORP NEW | $11,253,000 | -1.1% | 92,024 | +2.3% | 0.94% | -12.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $10,924,000 | +13.8% | 9,050 | +6.4% | 0.92% | +0.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,656,000 | +5.6% | 259,924 | +8.7% | 0.89% | -6.7% |
| VOO | Buy | VANGUARD INDEX FDS | $10,631,000 | +10.1% | 39,808 | +2.8% | 0.89% | -2.7% |
| T | Buy | AT&T INC | $10,509,000 | +19.1% | 312,951 | +13.9% | 0.88% | +5.3% |
| V | Buy | VISA INC | $10,301,000 | +19.7% | 68,633 | +5.6% | 0.86% | +5.9% |
| ABBV | Buy | ABBVIE INC | $10,197,000 | +2.8% | 107,815 | +0.7% | 0.86% | -9.1% |
| HON | Buy | HONEYWELL INTL INC | $10,010,000 | +24.5% | 60,157 | +7.8% | 0.84% | +9.9% |
| EMR | Buy | EMERSON ELEC CO | $9,984,000 | +14.3% | 130,377 | +3.2% | 0.84% | +1.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $9,831,000 | +7.9% | 112,687 | +3.2% | 0.82% | -4.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $9,637,000 | +9.2% | 272,155 | +1.2% | 0.81% | -3.5% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $9,395,000 | +43.7% | 56,287 | +40.6% | 0.79% | +27.1% |
| PEP | Buy | PEPSICO INC | $9,154,000 | +6.5% | 81,874 | +3.7% | 0.77% | -6.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $8,896,000 | -0.8% | 110,256 | +0.2% | 0.75% | -12.3% |
| KO | Buy | COCA COLA CO | $8,711,000 | +6.5% | 188,607 | +1.2% | 0.73% | -5.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $8,301,000 | +8.5% | 155,478 | +2.2% | 0.70% | -4.1% |
| VLO | Buy | VALERO ENERGY CORP NEW | $8,297,000 | +26.5% | 72,934 | +23.3% | 0.70% | +11.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $8,107,000 | +22.6% | 97,416 | +15.0% | 0.68% | +8.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $7,773,000 | +26.4% | 93,056 | +26.4% | 0.65% | +11.6% |
| AMGN | Buy | AMGEN INC | $7,540,000 | +14.3% | 36,369 | +1.8% | 0.63% | +1.1% |
| USB | Buy | US BANCORP DEL | $7,449,000 | +9.7% | 141,062 | +3.9% | 0.62% | -3.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,424,000 | +2.4% | 115,850 | +1.3% | 0.62% | -9.6% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $7,355,000 | +5.6% | 84,456 | +0.7% | 0.62% | -6.7% |
| NKE | Buy | NIKE INCcl b | $7,230,000 | +10.1% | 85,344 | +3.6% | 0.61% | -2.6% |
| PFE | Buy | PFIZER INC | $7,173,000 | +24.3% | 162,745 | +2.3% | 0.60% | +9.9% |
| MO | Buy | ALTRIA GROUP INC | $6,702,000 | +18.9% | 111,142 | +12.0% | 0.56% | +5.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $6,674,000 | +16.2% | 44,299 | +3.5% | 0.56% | +2.8% |
| TJX | Buy | TJX COS INC NEW | $6,289,000 | +22.2% | 56,137 | +3.8% | 0.53% | +8.0% |
| UNP | Buy | UNION PAC CORP | $6,263,000 | +24.8% | 38,460 | +8.5% | 0.53% | +10.3% |
| BBT | Buy | BB&T CORP | $6,181,000 | -1.0% | 127,338 | +2.8% | 0.52% | -12.5% |
| NFLX | Buy | NETFLIX INC | $6,055,000 | -2.2% | 16,186 | +2.3% | 0.51% | -13.6% |
| COF | Buy | CAPITAL ONE FINL CORP | $5,978,000 | +9.5% | 62,978 | +6.1% | 0.50% | -3.1% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $5,936,000 | +9.9% | 31,688 | +3.2% | 0.50% | -2.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $5,909,000 | +5.7% | 67,273 | +0.2% | 0.50% | -6.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $5,875,000 | +64.2% | 34,859 | +59.5% | 0.49% | +45.0% |
| MDT | Buy | MEDTRONIC PLC | $5,682,000 | +17.9% | 57,766 | +2.6% | 0.48% | +4.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $5,479,000 | +3.6% | 68,470 | +2.4% | 0.46% | -8.4% |
| NEE | Buy | NEXTERA ENERGY INC | $5,408,000 | +17.0% | 32,266 | +16.6% | 0.45% | +3.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $5,411,000 | +35.0% | 125,971 | +28.9% | 0.45% | +19.2% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $5,317,000 | +14.3% | 38,027 | +2.3% | 0.45% | +0.9% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $5,205,000 | +7.7% | 38,390 | +0.6% | 0.44% | -4.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,118,000 | +20.1% | 23,899 | +4.7% | 0.43% | +6.2% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,068,000 | +12.3% | 13,794 | +8.5% | 0.42% | -0.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $5,031,000 | +10.1% | 47,244 | +1.3% | 0.42% | -2.8% |
| LLY | Buy | LILLY ELI & CO | $4,879,000 | +27.3% | 45,476 | +1.3% | 0.41% | +12.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,809,000 | +24.1% | 41,193 | +12.9% | 0.40% | +9.8% |
| BA | Buy | BOEING CO | $4,619,000 | +53.5% | 12,422 | +38.5% | 0.39% | +35.7% |
| ETN | Buy | EATON CORP PLC | $4,534,000 | +19.0% | 52,272 | +2.5% | 0.38% | +5.2% |
| SLB | Buy | SCHLUMBERGER LTD | $4,453,000 | -6.4% | 73,091 | +3.0% | 0.37% | -17.3% |
| DVY | Buy | ISHARES TRselect divid etf | $4,379,000 | +8.6% | 43,893 | +6.4% | 0.37% | -3.9% |
| CVS | Buy | CVS HEALTH CORP | $4,374,000 | +30.5% | 55,567 | +6.7% | 0.37% | +15.4% |
| HD | Buy | HOME DEPOT INC | $4,374,000 | +20.5% | 21,114 | +13.5% | 0.37% | +6.4% |
| FB | Buy | FACEBOOK INCcl a | $4,321,000 | +5.3% | 26,273 | +24.5% | 0.36% | -6.9% |
| C | Buy | CITIGROUP INC | $4,301,000 | +14.6% | 59,954 | +6.9% | 0.36% | +1.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $4,286,000 | +3.5% | 52,562 | +2.5% | 0.36% | -8.4% |
| AGN | Buy | ALLERGAN PLC | $4,235,000 | +24.0% | 22,231 | +8.5% | 0.36% | +9.6% |
| IYR | Buy | ISHARES TRu.s. real es etf | $4,231,000 | +6.5% | 52,873 | +7.3% | 0.36% | -5.8% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $4,066,000 | +15.7% | 45,053 | +13.4% | 0.34% | +2.1% |
| DG | Buy | DOLLAR GEN CORP NEW | $4,058,000 | +20.0% | 37,129 | +8.3% | 0.34% | +6.2% |
| WM | Buy | WASTE MGMT INC DEL | $3,932,000 | +11.6% | 43,514 | +0.4% | 0.33% | -1.5% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $3,808,000 | +63.4% | 48,808 | +63.8% | 0.32% | +44.8% |
| KSS | Buy | KOHLS CORP | $3,783,000 | +5.3% | 50,741 | +3.0% | 0.32% | -6.7% |
| QCOM | Buy | QUALCOMM INC | $3,718,000 | +29.2% | 51,622 | +0.6% | 0.31% | +14.3% |
| ABT | Buy | ABBOTT LABS | $3,708,000 | +22.3% | 50,535 | +1.6% | 0.31% | +8.0% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $3,618,000 | +25.9% | 116,220 | +27.3% | 0.30% | +11.4% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $3,584,000 | -0.1% | 50,518 | +2.3% | 0.30% | -11.7% |
| CSCO | Buy | CISCO SYS INC | $3,569,000 | +20.7% | 73,370 | +6.7% | 0.30% | +6.8% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $3,553,000 | -10.6% | 45,027 | +3.1% | 0.30% | -21.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $3,532,000 | +46.2% | 30,488 | +39.0% | 0.30% | +29.3% |
| MRK | Buy | MERCK & CO INC | $3,516,000 | +49.6% | 49,568 | +28.0% | 0.30% | +32.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $3,435,000 | +2.2% | 23,639 | +1.3% | 0.29% | -9.7% |
| SLYV | Buy | SPDR SERIES TRUSTs&p 600 smcp val | $3,379,000 | +2.5% | 49,494 | +0.2% | 0.28% | -9.3% |
| BMO | Buy | BANK MONTREAL QUE | $3,353,000 | +10.2% | 40,635 | +3.2% | 0.28% | -2.8% |
| SO | Buy | SOUTHERN CO | $3,341,000 | -5.1% | 76,614 | +0.8% | 0.28% | -16.2% |
| CLX | Buy | CLOROX CO DEL | $3,324,000 | +21.2% | 22,099 | +9.0% | 0.28% | +7.3% |
| DIS | Buy | DISNEY WALT CO | $3,310,000 | +11.9% | 28,304 | +0.3% | 0.28% | -1.1% |
| DHR | Buy | DANAHER CORP DEL | $3,315,000 | +11.5% | 30,502 | +1.2% | 0.28% | -1.4% |
| IP | Buy | INTL PAPER CO | $3,258,000 | +3.0% | 66,281 | +9.1% | 0.27% | -9.0% |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $3,165,000 | +10.6% | 33,750 | +2.5% | 0.27% | -2.2% |
| BAC | Buy | BANK AMER CORP | $3,102,000 | +973.4% | 105,316 | +924.9% | 0.26% | +863.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,083,000 | +25.6% | 20,386 | +16.1% | 0.26% | +11.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,066,000 | +19.0% | 13,050 | +5.8% | 0.26% | +4.9% |
| COP | Buy | CONOCOPHILLIPS | $3,016,000 | +13.0% | 38,972 | +1.7% | 0.25% | 0.0% |
| DWDP | Buy | DOWDUPONT INC | $2,953,000 | +2.4% | 45,908 | +5.0% | 0.25% | -9.5% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,846,000 | +12.7% | 45,849 | +0.4% | 0.24% | -0.4% |
| D | Buy | DOMINION ENERGY INC | $2,829,000 | +5.7% | 40,253 | +2.5% | 0.24% | -6.7% |
| AET | Buy | AETNA INC NEW | $2,812,000 | +15.0% | 13,862 | +4.0% | 0.24% | +1.7% |
| IWV | New | ISHARES TRrussell 3000 etf | $2,742,000 | – | 15,918 | +100.0% | 0.23% | – |
| WMT | Buy | WALMART INC | $2,733,000 | +100.2% | 29,106 | +82.7% | 0.23% | +76.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,649,000 | +11.4% | 2,220 | +4.1% | 0.22% | -1.8% |
| CELG | Buy | CELGENE CORP | $2,501,000 | +17.9% | 27,961 | +4.6% | 0.21% | +4.5% |
| WY | Buy | WEYERHAEUSER CO | $2,420,000 | -10.1% | 75,007 | +1.6% | 0.20% | -20.7% |
| MMM | Buy | 3M CO | $2,377,000 | +40.9% | 11,281 | +31.6% | 0.20% | +25.0% |
| SYY | Buy | SYSCO CORP | $2,373,000 | +92.0% | 32,390 | +79.0% | 0.20% | +70.1% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $2,342,000 | +13.9% | 49,111 | +14.6% | 0.20% | +1.0% |
| SLYG | Buy | SPDR SERIES TRUSTs&p 600 smcp grw | $2,347,000 | +6.8% | 34,780 | +0.1% | 0.20% | -5.7% |
| PXD | Buy | PIONEER NAT RES CO | $2,279,000 | -2.3% | 13,085 | +6.1% | 0.19% | -14.0% |
| KMB | Buy | KIMBERLY CLARK CORP | $2,217,000 | +368.7% | 19,510 | +334.3% | 0.19% | +313.3% |
| RY | Buy | ROYAL BK CDA MONTREAL QUE | $2,120,000 | +6.5% | 26,436 | +0.0% | 0.18% | -5.8% |
| AEP | Buy | AMERICAN ELEC PWR INC | $2,124,000 | +211.9% | 29,959 | +204.5% | 0.18% | +173.8% |
| LNC | Buy | LINCOLN NATL CORP IND | $1,972,000 | +12.1% | 29,143 | +3.1% | 0.17% | -0.6% |
| IGHG | Buy | PROSHARES TRinvt int rt hg | $1,969,000 | +61.1% | 25,983 | +57.1% | 0.16% | +42.2% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,893,000 | +83.1% | 13,284 | +72.6% | 0.16% | +62.2% |
| GE | Buy | GENERAL ELECTRIC CO | $1,841,000 | -10.4% | 163,066 | +8.1% | 0.16% | -20.5% |
| SPGI | Buy | S&P GLOBAL INC | $1,832,000 | -2.2% | 9,378 | +2.0% | 0.15% | -13.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,817,000 | +55.7% | 7,800 | +50.3% | 0.15% | +37.8% |
| YUMC | Buy | YUM CHINA HLDGS INC | $1,787,000 | +64.2% | 50,902 | +79.9% | 0.15% | +45.6% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,759,000 | +4.1% | 13,228 | +3.3% | 0.15% | -7.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,727,000 | +29.8% | 10,321 | +25.8% | 0.14% | +15.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,726,000 | +20.7% | 12,385 | +17.6% | 0.14% | +6.6% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $1,717,000 | +34.1% | 15,507 | +23.1% | 0.14% | +18.0% |
| KKR | New | KKR & CO INCcl a | $1,687,000 | – | 61,877 | +100.0% | 0.14% | – |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,659,000 | +4.7% | 7,523 | +0.8% | 0.14% | -7.3% |
| GIS | Buy | GENERAL MLS INC | $1,568,000 | +65.8% | 36,524 | +70.9% | 0.13% | +46.7% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $1,543,000 | +68.8% | 29,778 | +238.0% | 0.13% | +49.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,486,000 | +14.6% | 12,929 | +14.2% | 0.12% | +1.6% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,422,000 | +3.8% | 49,521 | +0.0% | 0.12% | -8.5% |
| BKNG | Buy | BOOKING HLDGS INC | $1,401,000 | +28.8% | 706 | +31.5% | 0.12% | +14.6% |
| LOW | Buy | LOWES COS INC | $1,382,000 | +237.9% | 12,040 | +181.8% | 0.12% | +197.4% |
| PACW | Buy | PACWEST BANCORP DEL | $1,308,000 | +0.2% | 27,449 | +3.9% | 0.11% | -11.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,263,000 | +22.4% | 7,129 | +12.3% | 0.11% | +8.2% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,232,000 | +7.2% | 7,379 | +0.0% | 0.10% | -5.5% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $1,102,000 | +22.7% | 6,106 | +2.6% | 0.09% | +9.4% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,041,000 | +23.8% | 5,089 | +12.8% | 0.09% | +8.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,011,000 | +49.8% | 13,414 | +38.1% | 0.08% | +32.8% |
| TGT | Buy | TARGET CORP | $986,000 | +24.8% | 11,183 | +7.7% | 0.08% | +10.7% |
| CAT | Buy | CATERPILLAR INC DEL | $993,000 | +15.1% | 6,510 | +2.4% | 0.08% | +1.2% |
| KMI | Buy | KINDER MORGAN INC DEL | $974,000 | +3.2% | 54,919 | +2.8% | 0.08% | -8.9% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $980,000 | +24.2% | 13,438 | +2.3% | 0.08% | +9.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $916,000 | +3.6% | 4,084 | +1.9% | 0.08% | -8.3% |
| IEMG | Buy | ISHARES TRcore msci emkt | $880,000 | +63.0% | 16,988 | +65.3% | 0.07% | +45.1% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $847,000 | +84.1% | 19,004 | +67.5% | 0.07% | +61.4% |
| ENB | Buy | ENBRIDGE INC | $815,000 | -2.5% | 25,206 | +7.7% | 0.07% | -13.9% |
| AME | New | AMETEK INC NEW | $800,000 | – | 10,110 | +100.0% | 0.07% | – |
| WMB | New | WILLIAMS COS INC DEL | $803,000 | – | 29,532 | +100.0% | 0.07% | – |
| ADBE | Buy | ADOBE SYS INC | $784,000 | +14.6% | 2,902 | +3.4% | 0.07% | +1.5% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $763,000 | +76.2% | 14,145 | +73.3% | 0.06% | +56.1% |
| SRE | Buy | SEMPRA ENERGY | $763,000 | -2.1% | 6,710 | +0.1% | 0.06% | -13.5% |
| STWD | Buy | STARWOOD PPTY TR INC | $747,000 | +47.3% | 34,713 | +48.7% | 0.06% | +31.2% |
| FDX | Buy | FEDEX CORP | $749,000 | +21.8% | 3,113 | +15.1% | 0.06% | +8.6% |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $742,000 | +14.0% | 4,283 | +6.8% | 0.06% | 0.0% |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $743,000 | -1.7% | 13,985 | +96.5% | 0.06% | -13.9% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $742,000 | -0.1% | 13,752 | +0.2% | 0.06% | -12.7% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $721,000 | +12.1% | 26,142 | +8.1% | 0.06% | 0.0% |
| PAYX | Buy | PAYCHEX INC | $719,000 | +10.6% | 9,754 | +2.5% | 0.06% | -3.2% |
| PSX | Buy | PHILLIPS 66 | $704,000 | +17.3% | 6,244 | +16.8% | 0.06% | +3.5% |
| AFL | Buy | AFLAC INC | $676,000 | +10.3% | 14,374 | +0.8% | 0.06% | -1.7% |
| ALL | Buy | ALLSTATE CORP | $677,000 | +14.4% | 6,857 | +5.8% | 0.06% | +1.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $685,000 | +18.5% | 2,807 | +0.8% | 0.06% | +3.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $632,000 | +3.4% | 8,348 | +3.7% | 0.05% | -8.6% |
| CME | Buy | CME GROUP INC | $607,000 | +47.0% | 3,564 | +41.5% | 0.05% | +30.8% |
| KMX | Buy | CARMAX INC | $574,000 | +144.3% | 7,690 | +138.7% | 0.05% | +118.2% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $543,000 | -1.5% | 10,372 | +1.1% | 0.05% | -11.5% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $533,000 | – | 4,815 | +100.0% | 0.04% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $538,000 | +39.0% | 3,948 | +37.7% | 0.04% | +21.6% |
| AZO | Buy | AUTOZONE INC | $522,000 | +54.9% | 673 | +34.1% | 0.04% | +37.5% |
| IBB | Buy | ISHARES TRnasdaq biotech | $522,000 | +62.6% | 4,282 | +46.4% | 0.04% | +46.7% |
| DEO | Buy | DIAGEO P L Cspon adr new | $509,000 | +1.6% | 3,592 | +3.2% | 0.04% | -10.4% |
| XYL | Buy | XYLEM INC | $516,000 | +35.8% | 6,466 | +14.5% | 0.04% | +19.4% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $502,000 | +136.8% | 16,626 | +136.4% | 0.04% | +110.0% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspon ard a | $477,000 | +13.8% | 6,997 | +15.5% | 0.04% | 0.0% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $468,000 | -1.1% | 5,685 | +0.5% | 0.04% | -13.3% |
| ULTA | New | ULTA BEAUTY INC | $458,000 | – | 1,624 | +100.0% | 0.04% | – |
| MPC | Buy | MARATHON PETE CORP | $453,000 | +14.7% | 5,668 | +0.7% | 0.04% | 0.0% |
| CRM | Buy | SALESFORCE COM INC | $443,000 | +33.0% | 2,789 | +14.4% | 0.04% | +15.6% |
| LUV | Buy | SOUTHWEST AIRLS CO | $429,000 | +80.3% | 6,851 | +46.3% | 0.04% | +56.5% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $403,000 | +31.3% | 12,016 | +22.9% | 0.03% | +17.2% |
| ROST | Buy | ROSS STORES INC | $405,000 | +27.4% | 4,082 | +8.7% | 0.03% | +13.3% |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $396,000 | +0.5% | 8,064 | +4.6% | 0.03% | -10.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $376,000 | +112.4% | 3,565 | +114.1% | 0.03% | +88.2% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $375,000 | +4.5% | 2,841 | +0.2% | 0.03% | -8.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $363,000 | +22.2% | 2,800 | +15.3% | 0.03% | +7.1% |
| DON | Buy | WISDOMTREE TRus midcap divid | $353,000 | +3.5% | 9,568 | +0.3% | 0.03% | -6.2% |
| SIVB | Buy | SVB FINL GROUP | $360,000 | +36.4% | 1,157 | +26.6% | 0.03% | +20.0% |
| ASML | New | ASML HOLDING N V | $356,000 | – | 1,894 | +100.0% | 0.03% | – |
| PX | Buy | PRAXAIR INC | $347,000 | +2.7% | 2,162 | +1.1% | 0.03% | -9.4% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $339,000 | -3.1% | 3,305 | +3.6% | 0.03% | -15.2% |
| SWK | New | STANLEY BLACK & DECKER INC | $339,000 | – | 2,312 | +100.0% | 0.03% | – |
| ARCC | Buy | ARES CAP CORP | $325,000 | +32.7% | 18,907 | +27.0% | 0.03% | +17.4% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $319,000 | +30.7% | 1,994 | +6.6% | 0.03% | +17.4% |
| NVDA | Buy | NVIDIA CORP | $318,000 | +23.3% | 1,133 | +4.0% | 0.03% | +8.0% |
| TWO | Buy | TWO HBRS INVT CORP | $311,000 | +20.5% | 20,800 | +27.6% | 0.03% | +4.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $305,000 | +317.8% | 1,753 | +250.6% | 0.03% | +271.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $312,000 | +215.2% | 1,676 | +191.5% | 0.03% | +188.9% |
| TD | Buy | TORONTO DOMINION BK ONT | $292,000 | +10.6% | 4,798 | +5.0% | 0.02% | 0.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $301,000 | +3.4% | 2,758 | +0.6% | 0.02% | -10.7% |
| EXC | Buy | EXELON CORP | $285,000 | +2.9% | 6,529 | +0.4% | 0.02% | -7.7% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $282,000 | +8.9% | 1,938 | +6.7% | 0.02% | -4.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $284,000 | +29.1% | 2,095 | +24.9% | 0.02% | +14.3% |
| GM | Buy | GENERAL MTRS CO | $283,000 | +45.1% | 8,399 | +69.5% | 0.02% | +26.3% |
| APA | New | APACHE CORP | $288,000 | – | 6,033 | +100.0% | 0.02% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $291,000 | +438.9% | 2,620 | +424.0% | 0.02% | +380.0% |
| EFX | New | EQUIFAX INC | $258,000 | – | 1,976 | +100.0% | 0.02% | – |
| GLW | New | CORNING INC | $267,000 | – | 7,567 | +100.0% | 0.02% | – |
| A | New | AGILENT TECHNOLOGIES INC | $245,000 | – | 3,474 | +100.0% | 0.02% | – |
| PH | Buy | PARKER HANNIFIN CORP | $250,000 | +22.0% | 1,363 | +3.6% | 0.02% | +10.5% |
| ABMD | New | ABIOMED INC | $254,000 | – | 565 | +100.0% | 0.02% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $237,000 | – | 2,750 | +100.0% | 0.02% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $236,000 | – | 602 | +100.0% | 0.02% | – |
| ETY | Buy | EATON VANCE TX MGD DIV EQ IN | $225,000 | +61.9% | 17,546 | +52.6% | 0.02% | +46.2% |
| DRI | New | DARDEN RESTAURANTS INC | $222,000 | – | 2,004 | +100.0% | 0.02% | – |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $232,000 | +5.9% | 3,151 | +5.0% | 0.02% | -9.5% |
| FISV | New | FISERV INC | $221,000 | – | 2,680 | +100.0% | 0.02% | – |
| ADI | Buy | ANALOG DEVICES INC | $223,000 | +1.4% | 2,415 | +5.3% | 0.02% | -9.5% |
| AMP | New | AMERIPRISE FINL INC | $222,000 | – | 1,504 | +100.0% | 0.02% | – |
| RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $213,000 | – | 5,571 | +100.0% | 0.02% | – |
| PANW | New | PALO ALTO NETWORKS INC | $210,000 | – | 932 | +100.0% | 0.02% | – |
| EOS | Buy | EATON VANCE ENH EQTY INC FD | $214,000 | +8.6% | 12,119 | +3.6% | 0.02% | -5.3% |
| ILMN | New | ILLUMINA INC | $216,000 | – | 589 | +100.0% | 0.02% | – |
| EWJ | New | ISHARES TRmsci jpn etf new | $212,000 | – | 3,524 | +100.0% | 0.02% | – |
| CDK | Buy | CDK GLOBAL INC | $212,000 | -3.2% | 3,384 | +0.3% | 0.02% | -14.3% |
| EOG | Buy | EOG RES INC | $211,000 | +4.5% | 1,659 | +2.4% | 0.02% | -5.3% |
| NBB | Buy | NUVEEN BUILD AMER BD FD | $208,000 | +30.8% | 10,422 | +35.4% | 0.02% | +13.3% |
| AON | New | AON PLC | $207,000 | – | 1,349 | +100.0% | 0.02% | – |
| MHD | Buy | BLACKROCK MUNIHOLDINGS FD IN | $185,000 | +219.0% | 14,438 | +286.2% | 0.02% | +166.7% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $196,000 | +20.2% | 910 | +13.8% | 0.02% | +6.7% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $169,000 | +11.9% | 3,605 | +4.0% | 0.01% | 0.0% |
| HHC | Buy | HOWARD HUGHES CORP | $166,000 | +315.0% | 1,335 | +339.1% | 0.01% | +250.0% |
| WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $141,000 | +90.5% | 109 | +84.7% | 0.01% | +71.4% |
| BSL | Buy | BLACKSTONE GSO FLTING RTE FU | $141,000 | +95.8% | 7,850 | +97.3% | 0.01% | +71.4% |
| NCOM | Buy | NATIONAL COMM CORP | $147,000 | +600.0% | 3,550 | +688.9% | 0.01% | +500.0% |
| MCO | New | MOODYS CORP | $129,000 | – | 769 | +100.0% | 0.01% | – |
| IEV | New | ISHARES TReurope etf | $126,000 | – | 2,804 | +100.0% | 0.01% | – |
| JLL | New | JONES LANG LASALLE INC | $125,000 | – | 864 | +100.0% | 0.01% | – |
| CPRT | New | COPART INC | $109,000 | – | 2,124 | +100.0% | 0.01% | – |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $78,000 | +129.4% | 1,578 | +120.1% | 0.01% | +133.3% |
| ONB | New | OLD NATL BANCORP IND | $59,000 | – | 3,051 | +100.0% | 0.01% | – |
| RHP | Buy | RYMAN HOSPITALITY PPTYS INC | $56,000 | +69.7% | 654 | +65.6% | 0.01% | +66.7% |
| KBE | New | SPDR SERIES TRUSTs&p bk etf | $35,000 | – | 760 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $31,000 | – | 1,000 | +100.0% | 0.00% | – |
| KYN | New | KAYNE ANDERSN MLP MIDS INVT | $39,000 | – | 2,181 | +100.0% | 0.00% | – |
| EWH | New | ISHARES INCmsci hong kg etf | $22,000 | – | 930 | +100.0% | 0.00% | – |
| EWG | New | ISHARES INCmsci germany etf | $21,000 | – | 691 | +100.0% | 0.00% | – |
| EUSC | New | WISDOMTREE TReur hdg smlcap | $22,000 | – | 727 | +100.0% | 0.00% | – |
| NORW | New | GLOBAL X FDSglbx msci norw | $20,000 | – | 1,316 | +100.0% | 0.00% | – |
| KDP | New | KEURIG DR PEPPER INC | $23,000 | – | 995 | +100.0% | 0.00% | – |
| PIN | New | INVESCO INDIA EXCHG TRED FDindia etf | $27,000 | – | 1,144 | +100.0% | 0.00% | – |
| ITB | New | ISHARES TRus home cons etf | $25,000 | – | 708 | +100.0% | 0.00% | – |
| ARGT | New | GLOBAL X FDSgb msci ar etf | $17,000 | – | 621 | +100.0% | 0.00% | – |
| New | HEALTHSTREAM INC | $9,000 | – | 275 | +100.0% | 0.00% | – | |
| EWL | New | ISHARES INCmsci switzerland | $13,000 | – | 385 | +100.0% | 0.00% | – |
| LEA | New | LEAR CORP | $3,000 | – | 19 | +100.0% | 0.00% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $3,000 | – | 6 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $4,000 | – | 111 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORPORATION | $5,000 | – | 25 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $4,000 | – | 113 | +100.0% | 0.00% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,000 | – | 29 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL-RAND PLC | $5,000 | – | 44 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $4,000 | – | 76 | +100.0% | 0.00% | – |
| NBR | New | NABORS INDUSTRIES LTD | $1,000 | – | 240 | +100.0% | 0.00% | – |
| NOMD | New | NOMAD FOODS LTD | $2,000 | – | 104 | +100.0% | 0.00% | – |
| FLS | New | FLOWSERVE CORP | $3,000 | – | 54 | +100.0% | 0.00% | – |
| SNA | New | SNAP ON INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $4,000 | – | 38 | +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 2018-10-31
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.