$1.45 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 921 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 14.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $105,863,000 | +349.4% | 447,020 | +461.3% | 7.32% | +401.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $52,722,000 | -24.0% | 204,545 | -5.2% | 3.64% | -15.2% |
| MSFT | Buy | MICROSOFT CORP | $44,032,000 | +4.8% | 279,193 | +4.8% | 3.04% | +16.9% |
| AAPL | Buy | APPLE INC | $37,846,000 | -9.8% | 148,829 | +4.1% | 2.62% | +0.6% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $32,968,000 | -53.6% | 878,197 | -20.9% | 2.28% | -48.3% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $29,427,000 | +9.9% | 195,335 | +28.3% | 2.03% | +22.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $26,232,000 | +7.5% | 167,410 | +25.0% | 1.81% | +20.0% |
| AMZN | Buy | AMAZON COM INC | $25,528,000 | +13.5% | 13,093 | +7.6% | 1.76% | +26.7% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $23,076,000 | -14.0% | 291,736 | -11.9% | 1.60% | -4.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $22,716,000 | +17.2% | 681,335 | +54.9% | 1.57% | +30.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $22,237,000 | -23.2% | 246,997 | +18.9% | 1.54% | -14.3% |
| INTC | Buy | INTEL CORP | $21,757,000 | +2.3% | 402,010 | +13.1% | 1.50% | +14.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $19,338,000 | +0.1% | 77,543 | +17.9% | 1.34% | +11.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $18,961,000 | -0.3% | 55,937 | +14.5% | 1.31% | +11.3% |
| V | Buy | VISA INC | $17,701,000 | +4.5% | 109,863 | +21.9% | 1.22% | +16.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $17,423,000 | +27.0% | 519,324 | +68.4% | 1.20% | +41.8% |
| VTEB | Sell | VANGUARD MUN BD FD INCtax exempt bd | $17,344,000 | -10.0% | 327,859 | -8.9% | 1.20% | +0.4% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $16,799,000 | -39.1% | 192,891 | -36.1% | 1.16% | -32.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $16,768,000 | -13.0% | 313,643 | +13.0% | 1.16% | -2.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $15,659,000 | +2.0% | 13,476 | +17.6% | 1.08% | +13.9% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $15,622,000 | -20.1% | 157,516 | +10.0% | 1.08% | -10.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $14,860,000 | -0.3% | 276,580 | +13.9% | 1.03% | +11.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,995,000 | -11.6% | 106,726 | -1.7% | 0.97% | -1.3% |
| NEE | Buy | NEXTERA ENERGY INC | $13,973,000 | +10.0% | 58,072 | +10.7% | 0.97% | +22.7% |
| PEP | Buy | PEPSICO INC | $13,065,000 | +2.4% | 108,779 | +16.5% | 0.90% | +14.2% |
| HD | Buy | HOME DEPOT INC | $13,022,000 | +7.7% | 69,748 | +25.9% | 0.90% | +20.2% |
| PG | Buy | PROCTER & GAMBLE CO | $12,901,000 | -6.6% | 117,281 | +6.0% | 0.89% | +4.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $12,461,000 | -12.7% | 176,135 | +15.7% | 0.86% | -2.6% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $11,972,000 | -3.7% | 87,596 | +20.1% | 0.83% | +7.5% |
| HCA | Buy | HCA HEALTHCARE INC | $11,616,000 | -28.1% | 129,277 | +18.3% | 0.80% | -19.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,233,000 | -23.5% | 87,139 | -2.9% | 0.78% | -14.6% |
| T | Buy | AT&T INC | $11,153,000 | -10.7% | 382,626 | +19.7% | 0.77% | -0.4% |
| NKE | Buy | NIKE INCcl b | $10,754,000 | -9.1% | 129,979 | +11.3% | 0.74% | +1.4% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $10,209,000 | -2.5% | 216,105 | -19.8% | 0.71% | +8.8% |
| CVX | Buy | CHEVRON CORP NEW | $9,722,000 | -30.6% | 134,169 | +15.4% | 0.67% | -22.6% |
| LLY | Buy | LILLY ELI & CO | $9,593,000 | +26.3% | 69,152 | +19.7% | 0.66% | +41.1% |
| AMGN | Buy | AMGEN INC | $9,496,000 | -12.3% | 46,836 | +4.3% | 0.66% | -2.1% |
| HON | Buy | HONEYWELL INTL INC | $9,426,000 | -20.9% | 70,455 | +4.7% | 0.65% | -11.7% |
| KO | Buy | COCA COLA CO | $9,251,000 | -18.0% | 209,065 | +2.6% | 0.64% | -8.3% |
| FB | Buy | FACEBOOK INCcl a | $9,159,000 | -12.8% | 54,908 | +7.4% | 0.63% | -2.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $9,012,000 | +89.8% | 78,734 | +174.8% | 0.62% | +111.9% |
| CLX | Buy | CLOROX CO DEL | $8,825,000 | +71.1% | 50,941 | +51.7% | 0.61% | +90.6% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $8,795,000 | -8.5% | 40,116 | +18.9% | 0.61% | +2.0% |
| EMR | Buy | EMERSON ELEC CO | $8,754,000 | -29.1% | 183,706 | +13.5% | 0.60% | -20.9% |
| UNP | Buy | UNION PAC CORP | $8,725,000 | +12.2% | 61,863 | +43.8% | 0.60% | +25.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $8,585,000 | +6.5% | 106,149 | +20.1% | 0.59% | +19.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $8,514,000 | -23.4% | 247,642 | +0.1% | 0.59% | -14.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $8,337,000 | -32.6% | 63,329 | -8.8% | 0.58% | -24.9% |
| DVY | Buy | ISHARES TRselect divid etf | $8,241,000 | -9.7% | 112,070 | +29.7% | 0.57% | +0.7% |
| PFE | Buy | PFIZER INC | $8,152,000 | +1.8% | 249,768 | +22.2% | 0.56% | +13.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $8,154,000 | -31.6% | 56,679 | -2.1% | 0.56% | -23.6% |
| ABBV | Buy | ABBVIE INC | $8,021,000 | -12.9% | 105,287 | +1.3% | 0.56% | -2.6% |
| PYPL | Buy | PAYPAL HLDGS INC | $7,910,000 | -9.2% | 82,618 | +2.5% | 0.55% | +1.3% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $7,621,000 | -4.1% | 95,283 | +13.3% | 0.53% | +7.1% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $7,392,000 | -33.6% | 53,619 | -6.8% | 0.51% | -25.8% |
| DHR | Buy | DANAHER CORPORATION | $7,383,000 | -1.1% | 53,342 | +9.7% | 0.51% | +10.4% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $7,276,000 | +7.5% | 70,997 | +59.6% | 0.50% | +20.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $7,079,000 | -1.4% | 75,773 | +23.6% | 0.49% | +9.9% |
| ETN | Buy | EATON CORP PLC | $6,967,000 | +7.1% | 89,686 | +30.6% | 0.48% | +19.6% |
| TFC | Buy | TRUIST FINL CORP | $6,929,000 | -36.4% | 224,672 | +16.1% | 0.48% | -29.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $6,907,000 | -34.3% | 26,730 | -17.9% | 0.48% | -26.7% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $6,860,000 | -23.9% | 98,219 | +1.1% | 0.47% | -15.2% |
| MDT | Buy | MEDTRONIC PLC | $6,823,000 | -17.1% | 75,652 | +4.3% | 0.47% | -7.5% |
| TJX | Buy | TJX COS INC NEW | $6,569,000 | -11.6% | 137,410 | +12.9% | 0.45% | -1.3% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $6,548,000 | +2.5% | 73,298 | +0.0% | 0.45% | +14.4% |
| DG | Buy | DOLLAR GEN CORP NEW | $6,559,000 | +4.4% | 43,435 | +7.8% | 0.45% | +16.5% |
| GLD | Buy | SPDR GOLD TRUST | $6,278,000 | +480.2% | 42,404 | +459.9% | 0.43% | +547.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $6,284,000 | +7.0% | 86,121 | +24.8% | 0.43% | +19.2% |
| AZO | Buy | AUTOZONE INC | $6,283,000 | +362.0% | 7,427 | +550.9% | 0.43% | +416.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $6,231,000 | -2.4% | 28,614 | +3.1% | 0.43% | +9.1% |
| XOM | Sell | EXXON MOBIL CORP | $5,980,000 | -52.5% | 157,481 | -12.7% | 0.41% | -47.1% |
| VLO | Buy | VALERO ENERGY CORP | $5,946,000 | -40.4% | 131,092 | +23.0% | 0.41% | -33.5% |
| KMB | Buy | KIMBERLY CLARK CORP | $5,937,000 | +28.4% | 46,433 | +38.1% | 0.41% | +43.4% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $5,911,000 | -21.7% | 48,614 | -1.7% | 0.41% | -12.4% |
| CVS | Buy | CVS HEALTH CORP | $5,876,000 | -19.7% | 99,043 | +0.6% | 0.41% | -10.4% |
| MO | Buy | ALTRIA GROUP INC | $5,796,000 | -5.3% | 149,874 | +22.3% | 0.40% | +5.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $5,743,000 | +8.0% | 43,404 | +43.9% | 0.40% | +20.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $5,724,000 | -43.3% | 102,012 | -15.3% | 0.40% | -36.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $5,681,000 | +2.9% | 19,923 | +6.1% | 0.39% | +14.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $5,691,000 | +28.3% | 188,146 | +30.8% | 0.39% | +42.9% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $5,685,000 | -40.2% | 113,506 | -34.2% | 0.39% | -33.3% |
| AXP | Buy | AMERICAN EXPRESS CO | $5,628,000 | -27.0% | 65,747 | +6.2% | 0.39% | -18.4% |
| ORCL | Buy | ORACLE CORP | $5,502,000 | -3.5% | 113,840 | +5.8% | 0.38% | +7.6% |
| USB | Buy | US BANCORP DEL | $5,187,000 | -29.1% | 150,568 | +22.1% | 0.36% | -20.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,103,000 | -26.1% | 19,413 | +5.5% | 0.35% | -17.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $5,000,000 | -23.7% | 33,270 | +0.9% | 0.35% | -14.8% |
| USMV | Sell | ISHARES TRmsci min vol etf | $4,896,000 | -33.5% | 90,651 | -19.3% | 0.34% | -25.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $4,877,000 | -41.3% | 97,768 | -23.2% | 0.34% | -34.6% |
| WY | Buy | WEYERHAEUSER CO | $4,844,000 | +3.4% | 285,756 | +84.3% | 0.34% | +15.5% |
| DIS | Buy | DISNEY WALT CO | $4,754,000 | -28.2% | 49,215 | +7.4% | 0.33% | -19.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $4,728,000 | -6.5% | 38,287 | -3.1% | 0.33% | +4.5% |
| SO | Buy | SOUTHERN CO | $4,596,000 | -13.6% | 84,895 | +1.6% | 0.32% | -3.6% |
| BAC | Buy | BK OF AMERICA CORP | $4,547,000 | -28.3% | 214,144 | +18.9% | 0.31% | -20.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,461,000 | -21.0% | 24,400 | -2.2% | 0.31% | -12.0% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $4,249,000 | +2.0% | 81,147 | +4.5% | 0.29% | +14.0% |
| MRK | Buy | MERCK & CO INC | $4,205,000 | -14.3% | 54,662 | +1.3% | 0.29% | -4.3% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $4,216,000 | +77.0% | 34,706 | +60.6% | 0.29% | +96.6% |
| CSCO | Buy | CISCO SYS INC | $4,147,000 | -0.7% | 105,522 | +21.2% | 0.29% | +10.8% |
| ABT | Sell | ABBOTT LABS | $4,118,000 | -9.9% | 52,200 | -0.8% | 0.28% | +0.7% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $4,015,000 | -15.2% | 122,945 | +55.7% | 0.28% | -5.1% |
| MCD | Buy | MCDONALDS CORP | $3,986,000 | -15.8% | 24,106 | +0.7% | 0.28% | -5.8% |
| D | Buy | DOMINION ENERGY INC | $3,974,000 | +7.4% | 55,047 | +23.2% | 0.28% | +20.1% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $3,828,000 | -43.7% | 38,307 | -9.3% | 0.26% | -37.1% |
| COF | Buy | CAPITAL ONE FINL CORP | $3,739,000 | -28.9% | 74,165 | +45.1% | 0.26% | -20.9% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $3,685,000 | -35.6% | 39,065 | +2.3% | 0.26% | -28.0% |
| MMM | Buy | 3M CO | $3,618,000 | -6.8% | 26,505 | +20.4% | 0.25% | +3.7% |
| BMO | Buy | BANK MONTREAL | $3,605,000 | -13.9% | 71,729 | +32.8% | 0.25% | -3.9% |
| SHV | Sell | ISHARES TRshort treas bd | $3,581,000 | -4.4% | 32,246 | -4.9% | 0.25% | +6.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $3,423,000 | -20.0% | 48,139 | -2.7% | 0.24% | -10.6% |
| CM | Buy | CANADIAN IMP BK COMM | $3,349,000 | -7.3% | 57,765 | +33.1% | 0.23% | +3.6% |
| DAL | Buy | DELTA AIR LINES INC DEL | $3,265,000 | -33.2% | 114,455 | +36.9% | 0.23% | -25.4% |
| QCOM | Buy | QUALCOMM INC | $3,239,000 | -20.1% | 47,874 | +4.1% | 0.22% | -10.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,181,000 | -18.9% | 2,736 | -6.8% | 0.22% | -9.5% |
| DOW | Buy | DOW INC | $3,096,000 | -3.1% | 105,869 | +81.4% | 0.21% | +8.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $2,955,000 | -42.2% | 46,096 | -14.5% | 0.20% | -35.6% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $2,926,000 | -80.7% | 30,126 | -79.8% | 0.20% | -78.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $2,922,000 | -40.0% | 30,361 | -18.8% | 0.20% | -32.9% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $2,863,000 | -23.2% | 54,798 | -5.9% | 0.20% | -14.3% |
| WM | Sell | WASTE MGMT INC DEL | $2,817,000 | -27.1% | 30,446 | -10.2% | 0.20% | -18.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,807,000 | -15.1% | 50,363 | -2.3% | 0.19% | -5.4% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,730,000 | -5.5% | 33,214 | -7.3% | 0.19% | +5.6% |
| WMT | Sell | WALMART INC | $2,732,000 | -7.3% | 24,039 | -3.1% | 0.19% | +3.3% |
| IP | Sell | INTL PAPER CO | $2,679,000 | -43.8% | 86,027 | -16.9% | 0.18% | -37.3% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $2,593,000 | +111.5% | 58,600 | +176.2% | 0.18% | +135.5% |
| DE | Buy | DEERE & CO | $2,570,000 | -16.3% | 18,600 | +4.9% | 0.18% | -6.3% |
| BKNG | Buy | BOOKING HLDGS INC | $2,510,000 | +58.4% | 1,866 | +141.7% | 0.17% | +77.6% |
| RHI | Buy | ROBERT HALF INTL INC | $2,520,000 | -40.2% | 66,743 | +0.0% | 0.17% | -33.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $2,478,000 | -31.3% | 31,026 | -7.5% | 0.17% | -23.3% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $2,461,000 | -30.7% | 36,292 | +7.0% | 0.17% | -22.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $2,436,000 | -9.9% | 14,762 | +5.7% | 0.17% | 0.0% |
| GM | Buy | GENERAL MTRS CO | $2,430,000 | +276.2% | 116,919 | +562.3% | 0.17% | +320.0% |
| EFV | Buy | ISHARES TReafe value etf | $2,369,000 | -27.3% | 66,368 | +1.7% | 0.16% | -18.8% |
| IWV | ISHARES TRrussell 3000 etf | $2,362,000 | -21.3% | 15,918 | 0.0% | 0.16% | -12.4% | |
| CB | Buy | CHUBB LIMITED | $2,320,000 | -27.3% | 20,764 | +1.2% | 0.16% | -19.2% |
| C | Sell | CITIGROUP INC | $2,280,000 | -62.6% | 54,128 | -29.0% | 0.16% | -58.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,288,000 | -16.9% | 20,626 | +0.4% | 0.16% | -7.6% |
| ECL | Buy | ECOLAB INC | $2,272,000 | -14.8% | 14,582 | +5.5% | 0.16% | -4.8% |
| MCO | Buy | MOODYS CORP | $2,249,000 | +511.1% | 10,633 | +586.9% | 0.16% | +573.9% |
| CME | Buy | CME GROUP INC | $2,221,000 | +267.1% | 12,839 | +326.4% | 0.15% | +316.2% |
| SHM | SPDR SER TRnuveen blmbrg sr | $2,189,000 | -0.4% | 44,747 | 0.0% | 0.15% | +11.0% | |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,174,000 | -37.5% | 52,994 | -18.1% | 0.15% | -30.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $2,072,000 | -53.3% | 60,701 | -38.6% | 0.14% | -48.0% |
| HSTM | HEALTHSTREAM INC | $1,992,000 | -12.0% | 83,181 | 0.0% | 0.14% | -1.4% | |
| SPGI | Sell | S&P GLOBAL INC | $1,980,000 | -13.2% | 8,079 | -3.3% | 0.14% | -2.8% |
| CRM | Buy | SALESFORCE COM INC | $1,983,000 | +222.4% | 13,770 | +263.8% | 0.14% | +260.5% |
| PACW | Buy | PACWEST BANCORP DEL | $1,908,000 | -35.7% | 106,474 | +37.4% | 0.13% | -28.3% |
| KMX | Buy | CARMAX INC | $1,855,000 | +102.7% | 34,459 | +230.2% | 0.13% | +124.6% |
| MLN | Sell | VANECK VECTORS ETF TRamt free long mu | $1,850,000 | -34.2% | 90,549 | -32.4% | 0.13% | -26.4% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,828,000 | -6.1% | 27,549 | -2.5% | 0.13% | +4.1% |
| NHI | Buy | NATIONAL HEALTH INVS INC | $1,802,000 | -30.0% | 36,393 | +15.2% | 0.12% | -21.4% |
| WFC | Sell | WELLS FARGO CO NEW | $1,802,000 | -49.1% | 62,805 | -4.5% | 0.12% | -42.9% |
| MA | Buy | MASTERCARD INCcl a | $1,758,000 | -17.2% | 7,278 | +2.3% | 0.12% | -7.6% |
| IYR | Sell | ISHARES TRu.s. real es etf | $1,753,000 | -39.0% | 25,212 | -18.4% | 0.12% | -32.0% |
| BX | BLACKSTONE GROUP INC | $1,718,000 | -18.5% | 37,690 | 0.0% | 0.12% | -9.2% | |
| NFLX | Sell | NETFLIX INC | $1,714,000 | -32.2% | 4,563 | -41.6% | 0.12% | -24.8% |
| RY | ROYAL BK CDA | $1,650,000 | -22.3% | 26,812 | 0.0% | 0.11% | -13.6% | |
| APD | Buy | AIR PRODS & CHEMS INC | $1,631,000 | -14.3% | 8,171 | +0.9% | 0.11% | -4.2% |
| JLL | Buy | JONES LANG LASALLE INC | $1,630,000 | +310.6% | 16,143 | +608.3% | 0.11% | +352.0% |
| SBUX | Buy | STARBUCKS CORP | $1,614,000 | -0.1% | 24,551 | +33.6% | 0.11% | +12.0% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $1,626,000 | -40.1% | 39,796 | -3.6% | 0.11% | -33.3% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $1,601,000 | -29.9% | 34,690 | -2.0% | 0.11% | -21.3% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,582,000 | -24.6% | 11,034 | -0.2% | 0.11% | -16.2% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta int | $1,577,000 | -22.6% | 60,261 | +1.6% | 0.11% | -13.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,534,000 | -24.1% | 8,598 | +1.3% | 0.11% | -15.2% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,516,000 | -27.4% | 18,046 | 0.0% | 0.10% | -18.6% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,472,000 | -11.2% | 5,190 | +1.8% | 0.10% | -1.0% |
| KKR | KKR & CO INCcl a | $1,453,000 | -19.5% | 61,877 | 0.0% | 0.10% | -10.7% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,424,000 | -24.6% | 33,964 | +0.2% | 0.10% | -16.2% |
| GIS | Buy | GENERAL MLS INC | $1,385,000 | -0.9% | 26,250 | +0.7% | 0.10% | +10.3% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,375,000 | -27.8% | 17,839 | -17.6% | 0.10% | -19.5% |
| EOG | Buy | EOG RES INC | $1,370,000 | +851.4% | 38,140 | +2111.0% | 0.10% | +955.6% |
| CPRT | Buy | COPART INC | $1,378,000 | -8.6% | 20,113 | +21.3% | 0.10% | +2.2% |
| SLB | Buy | SCHLUMBERGER LTD | $1,322,000 | -56.6% | 97,976 | +29.3% | 0.09% | -51.9% |
| NHC | Sell | NATIONAL HEALTHCARE CORP | $1,255,000 | -17.8% | 17,491 | -1.0% | 0.09% | -8.4% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $1,256,000 | -51.5% | 140,106 | -7.2% | 0.09% | -46.0% |
| CAT | Buy | CATERPILLAR INC DEL | $1,221,000 | -21.3% | 10,518 | +0.1% | 0.08% | -12.5% |
| ICSH | Buy | ISHARES TRultr sh trm bd | $1,190,000 | +26.6% | 23,819 | +27.5% | 0.08% | +41.4% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,189,000 | -26.2% | 7,288 | -4.8% | 0.08% | -18.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,125,000 | +4.0% | 74,646 | +0.0% | 0.08% | +16.4% |
| HHC | Buy | HOWARD HUGHES CORP | $1,083,000 | +217.6% | 21,424 | +697.0% | 0.08% | +257.1% |
| SHW | SHERWIN WILLIAMS CO | $1,059,000 | -21.2% | 2,304 | 0.0% | 0.07% | -12.0% | |
| IEMG | Buy | ISHARES TRcore msci emkt | $1,042,000 | +29.0% | 25,746 | +71.4% | 0.07% | +44.0% |
| ADBE | Sell | ADOBE INC | $1,044,000 | -3.9% | 3,279 | -0.5% | 0.07% | +7.5% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,013,000 | -51.1% | 12,352 | -23.3% | 0.07% | -45.3% |
| ALL | Buy | ALLSTATE CORP | $1,009,000 | -11.7% | 11,004 | +8.2% | 0.07% | -1.4% |
| BLK | Buy | BLACKROCK INC | $1,004,000 | -9.2% | 2,282 | +3.8% | 0.07% | 0.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $999,000 | +0.1% | 10,330 | +18.6% | 0.07% | +11.3% |
| AFL | Sell | AFLAC INC | $985,000 | -37.4% | 28,757 | -3.3% | 0.07% | -29.9% |
| DLR | Buy | DIGITAL RLTY TR INC | $985,000 | +22.7% | 7,090 | +5.7% | 0.07% | +36.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $954,000 | -11.4% | 3,152 | +0.7% | 0.07% | -1.5% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $952,000 | -40.3% | 8,674 | -7.1% | 0.07% | -33.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $960,000 | -20.9% | 9,281 | -4.7% | 0.07% | -12.0% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $939,000 | -16.3% | 6,071 | -2.1% | 0.06% | -7.1% |
| SYK | Sell | STRYKER CORP | $895,000 | -25.4% | 5,378 | -5.8% | 0.06% | -16.2% |
| TXN | Buy | TEXAS INSTRS INC | $879,000 | -20.4% | 8,795 | +2.2% | 0.06% | -10.3% |
| LOW | Buy | LOWES COS INC | $877,000 | -24.5% | 10,193 | +5.1% | 0.06% | -15.3% |
| SYY | Buy | SYSCO CORP | $869,000 | -43.6% | 19,035 | +5.6% | 0.06% | -37.5% |
| CSX | Sell | CSX CORP | $851,000 | -24.2% | 14,843 | -4.3% | 0.06% | -15.7% |
| KMI | Sell | KINDER MORGAN INC DEL | $859,000 | -34.5% | 61,716 | -0.4% | 0.06% | -27.2% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $833,000 | -28.9% | 15,041 | -17.0% | 0.06% | -20.5% |
| IWR | Sell | ISHARES TRrus mid cap etf | $838,000 | -32.1% | 19,408 | -6.3% | 0.06% | -24.7% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $831,000 | -27.5% | 5,692 | -3.6% | 0.06% | -19.7% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $811,000 | -19.1% | 13,911 | 0.0% | 0.06% | -9.7% | |
| APO | APOLLO GLOBAL MGMT INC | $804,000 | -29.8% | 24,000 | 0.0% | 0.06% | -21.1% | |
| BA | Sell | BOEING CO | $792,000 | -68.5% | 5,309 | -31.2% | 0.06% | -64.7% |
| PAYX | Sell | PAYCHEX INC | $776,000 | -30.4% | 12,325 | -5.9% | 0.05% | -21.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $770,000 | -50.9% | 8,672 | -24.1% | 0.05% | -45.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $765,000 | +6.4% | 6,631 | +3.6% | 0.05% | +17.8% |
| CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $757,000 | -47.1% | 9,096 | -2.3% | 0.05% | -41.6% |
| ANTM | Buy | ANTHEM INC | $732,000 | -1.9% | 3,229 | +30.6% | 0.05% | +10.9% |
| New | GENERAL MTRS CO | $705,000 | – | 33,940 | +100.0% | 0.05% | – | |
| SON | SONOCO PRODS CO | $709,000 | -24.9% | 15,289 | 0.0% | 0.05% | -15.5% | |
| HRL | Sell | HORMEL FOODS CORP | $707,000 | +2.0% | 15,161 | -1.4% | 0.05% | +14.0% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $689,000 | -30.5% | 5,440 | -13.0% | 0.05% | -21.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $687,000 | -49.1% | 48,069 | +0.2% | 0.05% | -44.0% |
| NVDA | Buy | NVIDIA CORP | $612,000 | +841.5% | 2,321 | +744.0% | 0.04% | +950.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $611,000 | -46.3% | 13,866 | 0.0% | 0.04% | -40.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $602,000 | -23.1% | 13,151 | -1.0% | 0.04% | -14.3% |
| LNC | LINCOLN NATL CORP IND | $593,000 | -55.3% | 22,513 | 0.0% | 0.04% | -50.0% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $599,000 | -5.7% | 6,016 | +29.7% | 0.04% | +5.1% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $588,000 | -19.9% | 15,519 | -0.6% | 0.04% | -8.9% |
| ENB | Buy | ENBRIDGE INC | $584,000 | -23.8% | 20,049 | +4.2% | 0.04% | -14.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $574,000 | -29.1% | 6,472 | -18.6% | 0.04% | -20.0% |
| WPC | WP CAREY INC | $561,000 | -27.3% | 9,650 | 0.0% | 0.04% | -18.8% | |
| LIN | Buy | LINDE PLC | $554,000 | +12.8% | 3,204 | +38.8% | 0.04% | +26.7% |
| EOS | Buy | EATON VANCE ENH EQTY INC FD | $556,000 | -19.4% | 40,089 | +3.6% | 0.04% | -11.6% |
| LUV | Buy | SOUTHWEST AIRLS CO | $545,000 | +26.2% | 15,301 | +91.4% | 0.04% | +40.7% |
| GE | Sell | GENERAL ELECTRIC CO | $552,000 | -37.9% | 69,423 | -12.9% | 0.04% | -30.9% |
| RTN | Buy | RAYTHEON CO | $550,000 | -38.8% | 4,199 | +2.7% | 0.04% | -32.1% |
| AGN | Sell | ALLERGAN PLC | $544,000 | -86.0% | 3,076 | -84.8% | 0.04% | -84.2% |
| SSO | New | PROSHARES | $534,000 | – | 6,000 | +100.0% | 0.04% | – |
| HSY | Buy | HERSHEY CO | $534,000 | -1.5% | 4,033 | +9.2% | 0.04% | +8.8% |
| SRE | Sell | SEMPRA ENERGY | $508,000 | -44.9% | 4,501 | -26.1% | 0.04% | -38.6% |
| KR | Buy | KROGER CO | $492,000 | +4.2% | 16,336 | +0.3% | 0.03% | +17.2% |
| GPC | Buy | GENUINE PARTS CO | $484,000 | -34.5% | 7,181 | +3.2% | 0.03% | -28.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $473,000 | -36.5% | 5,890 | -27.5% | 0.03% | -28.3% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $484,000 | +90.6% | 3,630 | +79.7% | 0.03% | +106.2% |
| PH | Buy | PARKER HANNIFIN CORP | $479,000 | -17.6% | 3,691 | +30.7% | 0.03% | -8.3% |
| TGT | Sell | TARGET CORP | $482,000 | -27.6% | 5,191 | -0.1% | 0.03% | -19.5% |
| WMB | Buy | WILLIAMS COS INC DEL | $482,000 | -36.4% | 34,105 | +6.7% | 0.03% | -29.8% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $432,000 | -2.9% | 2,397 | +6.5% | 0.03% | +7.1% |
| COP | Sell | CONOCOPHILLIPS | $434,000 | -54.7% | 14,100 | -4.4% | 0.03% | -49.2% |
| YUM | YUM BRANDS INC | $437,000 | -31.9% | 6,371 | 0.0% | 0.03% | -25.0% | |
| FTNT | Buy | FORTINET INC | $433,000 | +2.4% | 4,282 | +8.2% | 0.03% | +15.4% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $423,000 | -40.1% | 4,430 | +0.2% | 0.03% | -34.1% |
| DEO | Sell | DIAGEO P L Cspon adr new | $417,000 | -25.8% | 3,281 | -1.7% | 0.03% | -17.1% |
| PSX | Sell | PHILLIPS 66 | $418,000 | -54.1% | 7,791 | -4.7% | 0.03% | -48.2% |
| ASML | Buy | ASML HOLDING N V | $423,000 | -3.9% | 1,617 | +8.7% | 0.03% | +7.4% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $417,000 | -57.5% | 20,016 | -37.2% | 0.03% | -52.5% |
| LULU | Sell | LULULEMON ATHLETICA INC | $407,000 | -71.5% | 2,147 | -65.2% | 0.03% | -68.5% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $411,000 | -23.2% | 15,897 | 0.0% | 0.03% | -15.2% | |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $399,000 | -34.6% | 9,216 | -1.3% | 0.03% | -26.3% |
| GOVT | ISHARES TRus treas bd etf | $389,000 | +7.8% | 13,905 | 0.0% | 0.03% | +22.7% | |
| HUM | Buy | HUMANA INC | $393,000 | -7.7% | 1,251 | +7.8% | 0.03% | +3.8% |
| AEE | AMEREN CORP | $386,000 | -5.2% | 5,303 | 0.0% | 0.03% | +8.0% | |
| IGIB | Sell | ISHARES TRintrm tr crp etf | $380,000 | -39.1% | 6,925 | -35.6% | 0.03% | -33.3% |
| STWD | Sell | STARWOOD PPTY TR INC | $372,000 | -65.3% | 36,326 | -15.7% | 0.03% | -60.6% |
| IYY | ISHARES TRdow jones us etf | $371,000 | -21.1% | 2,942 | 0.0% | 0.03% | -10.3% | |
| XYL | Sell | XYLEM INC | $368,000 | -20.2% | 5,646 | -3.4% | 0.02% | -13.8% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $363,000 | -26.5% | 7,504 | +10.1% | 0.02% | -19.4% |
| FTV | Buy | FORTIVE CORP | $353,000 | -11.8% | 6,407 | +22.3% | 0.02% | -4.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $350,000 | -54.7% | 10,276 | -14.6% | 0.02% | -50.0% |
| INTU | Buy | INTUIT | $346,000 | -11.1% | 1,504 | +1.3% | 0.02% | 0.0% |
| PXD | Sell | PIONEER NAT RES CO | $329,000 | -89.3% | 4,690 | -76.9% | 0.02% | -87.9% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $336,000 | -12.0% | 4,012 | +7.7% | 0.02% | -4.2% |
| TRP | Buy | TC ENERGY CORP | $332,000 | -12.6% | 7,498 | +5.1% | 0.02% | -4.2% |
| WEC | Buy | WEC ENERGY GROUP INC | $331,000 | -0.3% | 3,761 | +4.6% | 0.02% | +9.5% |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $325,000 | -27.9% | 2,671 | -17.6% | 0.02% | -21.4% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $311,000 | -26.1% | 1,947 | -4.5% | 0.02% | -15.4% |
| FDX | FEDEX CORP | $318,000 | -19.7% | 2,620 | 0.0% | 0.02% | -12.0% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $313,000 | -28.9% | 1,003 | -19.3% | 0.02% | -18.5% |
| EDU | Buy | NEW ORIENTAL ED & TECH GRP Ispon adr | $303,000 | -2.6% | 2,804 | +9.1% | 0.02% | +10.5% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $298,000 | -22.8% | 2,095 | -2.4% | 0.02% | -12.5% |
| NOW | Sell | SERVICENOW INC | $305,000 | +0.3% | 1,064 | -1.3% | 0.02% | +10.5% |
| BP | Sell | BP PLCsponsored adr | $304,000 | -35.7% | 12,459 | -0.6% | 0.02% | -27.6% |
| ET | Buy | ENERGY TRANSFER LP | $297,000 | -56.2% | 64,631 | +22.3% | 0.02% | -50.0% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $287,000 | -31.7% | 3,313 | -33.2% | 0.02% | -23.1% |
| DPZ | DOMINOS PIZZA INC | $296,000 | +10.0% | 914 | 0.0% | 0.02% | +17.6% | |
| IBB | ISHARES TRnasdaq biotech | $287,000 | -10.6% | 2,661 | 0.0% | 0.02% | 0.0% | |
| GS | Sell | GOLDMAN SACHS GROUP INC | $283,000 | -65.4% | 1,828 | -48.6% | 0.02% | -60.8% |
| QQQ | Sell | INVESCO QQQ TR | $291,000 | -80.4% | 1,530 | -78.1% | 0.02% | -78.3% |
| AVGO | Sell | BROADCOM INC | $274,000 | -35.1% | 1,155 | -13.3% | 0.02% | -26.9% |
| FISV | Sell | FISERV INC | $273,000 | -28.5% | 2,871 | -13.1% | 0.02% | -20.8% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $271,000 | -4.6% | 1,619 | +1.8% | 0.02% | +5.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $272,000 | -20.0% | 1 | 0.0% | 0.02% | -9.5% | |
| J | Buy | JACOBS ENGR GROUP INC | $275,000 | -3.8% | 3,470 | +9.2% | 0.02% | +5.6% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $264,000 | -49.5% | 14,180 | +1.0% | 0.02% | -43.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $257,000 | -42.6% | 2,891 | -22.8% | 0.02% | -35.7% |
| EPAM | EPAM SYS INC | $260,000 | -12.8% | 1,402 | 0.0% | 0.02% | 0.0% | |
| NVS | Sell | NOVARTIS A Gsponsored adr | $242,000 | -13.3% | 2,929 | -0.6% | 0.02% | 0.0% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $239,000 | +1.3% | 1,657 | -0.2% | 0.02% | +13.3% |
| PRU | Sell | PRUDENTIAL FINL INC | $245,000 | -52.7% | 4,699 | -15.2% | 0.02% | -46.9% |
| MKTX | MARKETAXESS HLDGS INC | $247,000 | -12.4% | 743 | 0.0% | 0.02% | 0.0% | |
| SNY | Buy | SANOFIsponsored adr | $236,000 | -11.9% | 5,396 | +1.0% | 0.02% | -5.9% |
| VEEV | VEEVA SYS INC | $236,000 | +11.3% | 1,509 | 0.0% | 0.02% | +23.1% | |
| SBCF | SEACOAST BKG CORP FLA | $237,000 | -40.2% | 12,954 | 0.0% | 0.02% | -36.0% | |
| LHCG | Sell | LHC GROUP INC | $229,000 | -3.0% | 1,640 | -4.1% | 0.02% | +6.7% |
| KSS | Sell | KOHLS CORP | $229,000 | -91.1% | 15,670 | -69.0% | 0.02% | -90.0% |
| ARCC | Sell | ARES CAPITAL CORP | $235,000 | -48.8% | 21,774 | -11.6% | 0.02% | -42.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $215,000 | -20.7% | 2,700 | -7.4% | 0.02% | -11.8% |
| TYL | TYLER TECHNOLOGIES INC | $216,000 | -1.4% | 727 | 0.0% | 0.02% | +7.1% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $219,000 | -38.8% | 6,685 | -15.6% | 0.02% | -31.8% |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $224,000 | -28.7% | 1,893 | 0.0% | 0.02% | -21.1% | |
| FRPT | FRESHPET INC | $222,000 | +8.3% | 3,471 | 0.0% | 0.02% | +15.4% | |
| NEO | NEOGENOMICS INC | $223,000 | -5.5% | 8,083 | 0.0% | 0.02% | 0.0% | |
| ITOT | ISHARES TRcore s&p ttl stk | $215,000 | -21.2% | 3,755 | 0.0% | 0.02% | -11.8% | |
| RNG | Sell | RINGCENTRAL INCcl a | $216,000 | -32.5% | 1,020 | -46.2% | 0.02% | -25.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $217,000 | -11.4% | 2,685 | +1.6% | 0.02% | 0.0% |
| ATO | ATMOS ENERGY CORP | $222,000 | -11.2% | 2,233 | 0.0% | 0.02% | 0.0% | |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $207,000 | -24.5% | 10,013 | 0.0% | 0.01% | -17.6% | |
| MRCY | Sell | MERCURY SYS INC | $204,000 | -2.4% | 2,870 | -5.1% | 0.01% | +7.7% |
| XEL | Sell | XCEL ENERGY INC | $207,000 | -27.9% | 3,440 | -24.0% | 0.01% | -22.2% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $200,000 | -18.4% | 3,000 | -4.3% | 0.01% | -6.7% |
| SPH | Buy | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $163,000 | -28.8% | 11,500 | +9.5% | 0.01% | -21.4% |
| YUMC | Sell | YUM CHINA HLDGS INC | $160,000 | -93.8% | 3,752 | -93.0% | 0.01% | -93.1% |
| PGR | Buy | PROGRESSIVE CORP OHIO | $146,000 | +595.2% | 1,976 | +595.8% | 0.01% | +900.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $145,000 | -26.0% | 917 | +0.1% | 0.01% | -16.7% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $134,000 | -43.0% | 3,168 | -18.9% | 0.01% | -40.0% |
| WFCPRL | Sell | WELLS FARGO CO NEWperp pfd cnv a | $131,000 | -59.4% | 103 | -53.8% | 0.01% | -55.0% |
| TWO | Sell | TWO HBRS INVT CORP | $132,000 | -74.2% | 34,772 | -0.5% | 0.01% | -71.9% |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $127,000 | -21.1% | 2,098 | 0.0% | 0.01% | -10.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $124,000 | -31.5% | 2,407 | +0.5% | 0.01% | -18.2% |
| ETY | Sell | EATON VANCE TX MGD DIV EQ IN | $119,000 | -56.2% | 12,769 | -41.3% | 0.01% | -52.9% |
| BSL | Buy | BLACKSTONE GSO FLTING RTE FU | $116,000 | -26.1% | 9,849 | +1.6% | 0.01% | -20.0% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $106,000 | -3.6% | 644 | -20.5% | 0.01% | 0.0% |
| IGR | Sell | CBRE CLARION GLOBAL REAL EST | $105,000 | -34.4% | 19,986 | -0.1% | 0.01% | -30.0% |
| AMLP | ALPS ETF TRalerian mlp | $100,000 | -59.5% | 29,094 | 0.0% | 0.01% | -53.3% | |
| CSFL | CENTERSTATE BK CORP | $101,000 | -30.8% | 5,857 | 0.0% | 0.01% | -22.2% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $91,000 | -9.0% | 2,599 | +20.2% | 0.01% | 0.0% |
| F | Buy | FORD MTR CO DEL | $82,000 | -36.4% | 17,003 | +23.0% | 0.01% | -25.0% |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $80,000 | -20.0% | 1,818 | 0.0% | 0.01% | 0.0% | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $94,000 | – | 642 | +100.0% | 0.01% | – |
| KXI | New | ISHARES TRglb cnsm stp etf | $72,000 | – | 1,501 | +100.0% | 0.01% | – |
| IQLT | New | ISHARES TRintl qlty factor | $66,000 | – | 2,564 | +100.0% | 0.01% | – |
| IAT | Sell | ISHARES TRus regnl bks etf | $67,000 | -89.3% | 2,305 | -81.2% | 0.01% | -87.2% |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $79,000 | -61.3% | 1,990 | -49.9% | 0.01% | -61.5% |
| QUAL | New | ISHARES TRusa quality fctr | $59,000 | – | 729 | +100.0% | 0.00% | – |
| O | Buy | REALTY INCOME CORP | $52,000 | -29.7% | 1,045 | +4.5% | 0.00% | -20.0% |
| MCHI | New | ISHARES TRmsci china etf | $51,000 | – | 885 | +100.0% | 0.00% | – |
| GCO | GENESCO INC | $60,000 | -72.2% | 4,500 | 0.0% | 0.00% | -69.2% | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $56,000 | -8.2% | 3,591 | 0.0% | 0.00% | 0.0% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $49,000 | +16.7% | 822 | +59.9% | 0.00% | 0.0% |
| SJI | SOUTH JERSEY INDS INC | $47,000 | -24.2% | 1,892 | 0.0% | 0.00% | -25.0% | |
| RHP | Buy | RYMAN HOSPITALITY PPTYS INC | $37,000 | -50.7% | 1,043 | +20.9% | 0.00% | -40.0% |
| NVG | Sell | NUVEEN AMT FREE MUN CR INC F | $37,000 | -80.9% | 2,510 | -78.4% | 0.00% | -75.0% |
| NBB | Sell | NUVEEN TAXABLE MUNICIPAL INC | $48,000 | -25.0% | 2,524 | -13.5% | 0.00% | -25.0% |
| ONB | OLD NATL BANCORP IND | $40,000 | -28.6% | 3,051 | 0.0% | 0.00% | 0.0% | |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $42,000 | – | 965 | +100.0% | 0.00% | – |
| DON | WISDOMTREE TRus midcap divid | $39,000 | -36.1% | 1,599 | 0.0% | 0.00% | -25.0% | |
| ARLP | Sell | ALLIANCE RES PARTNER LPut ltd ptr | $50,000 | -73.7% | 16,070 | -8.4% | 0.00% | -75.0% |
| MIC | New | MACQUARIE INFRASTRUCTURE COR | $42,000 | – | 1,667 | +100.0% | 0.00% | – |
| MYI | BLACKROCK MUNIYIELD QLTY FD | $47,000 | -6.0% | 3,700 | 0.0% | 0.00% | 0.0% | |
| SRLN | Sell | SSGA ACTIVE ETF TRblkstn gsosrln | $26,000 | -55.2% | 648 | -47.7% | 0.00% | -50.0% |
| PCI | PIMCO DYNAMIC CR & MTG INC F | $24,000 | -31.4% | 1,400 | 0.0% | 0.00% | 0.0% | |
| FSB | FRANKLIN FINL NETWORK INC | $22,000 | -40.5% | 1,064 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT RLTY CAP INC NEW | $29,000 | -46.3% | 1,102 | 0.0% | 0.00% | -33.3% | |
| CLR | Sell | CONTINENTAL RES INC | $34,000 | -98.1% | 4,474 | -91.6% | 0.00% | -98.2% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $29,000 | -96.1% | 1,000 | -91.9% | 0.00% | -95.7% |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $26,000 | -18.8% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BGB | Sell | BLACKSTONE GSO STRATEGIC CR | $23,000 | -68.5% | 2,234 | -55.7% | 0.00% | -60.0% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $23,000 | 0.0% | 270 | 0.0% | 0.00% | +100.0% | |
| TPR | TAPESTRY INC | $30,000 | -52.4% | 2,334 | 0.0% | 0.00% | -50.0% | |
| TIP | Sell | ISHARES TRtips bd etf | $24,000 | -46.7% | 205 | -47.2% | 0.00% | -33.3% |
| MPC | MARATHON PETE CORP | $24,000 | -60.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| CI | Sell | CIGNA CORP NEW | $9,000 | -96.3% | 50 | -95.8% | 0.00% | -93.3% |
| SPLV | INVESCO EXCHANGE-TRADED FD Ts&p500 min var | $16,000 | -20.0% | 339 | 0.0% | 0.00% | 0.0% | |
| KYN | Buy | KAYNE ANDERSN MLP MIDS INVT | $14,000 | -73.1% | 3,881 | +3.4% | 0.00% | -66.7% |
| KWEB | New | KRANESHARES TRcsi chi internet | $8,000 | – | 183 | +100.0% | 0.00% | – |
| LYFT | LYFT INC | $9,000 | -40.0% | 350 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $10,000 | -9.1% | 20 | 0.0% | 0.00% | 0.0% | |
| JFR | NUVEEN FLOATING RATE INCOME | $10,000 | -23.1% | 1,280 | 0.0% | 0.00% | 0.0% | |
| OKTA | OKTA INCcl a | $9,000 | +12.5% | 70 | 0.0% | 0.00% | – | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $14,000 | -22.2% | 359 | 0.0% | 0.00% | 0.0% | |
| PPG | New | PPG INDS INC | $19,000 | – | 225 | +100.0% | 0.00% | – |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $10,000 | -78.3% | 200 | -71.4% | 0.00% | -66.7% |
| FVD | FIRST TR VALUE LINE DIVID IN | $21,000 | -22.2% | 750 | 0.0% | 0.00% | -50.0% | |
| FICO | FAIR ISAAC CORP | $8,000 | -11.1% | 25 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $17,000 | -19.0% | 454 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC | $9,000 | -18.2% | 311 | 0.0% | 0.00% | 0.0% | |
| DOCU | DOCUSIGN INC | $9,000 | +28.6% | 95 | 0.0% | 0.00% | – | |
| DISCA | DISCOVERY INC | $11,000 | -42.1% | 566 | 0.0% | 0.00% | 0.0% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $19,000 | -95.1% | 193 | -93.8% | 0.00% | -95.8% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $18,000 | -91.9% | 590 | -89.7% | 0.00% | -92.9% |
| SREV | SERVICESOURCE INTL INC | $16,000 | -46.7% | 18,000 | 0.0% | 0.00% | -50.0% | |
| SHOP | SHOPIFY INCcl a | $15,000 | +7.1% | 35 | 0.0% | 0.00% | 0.0% | |
| SMMF | New | SUMMIT FINL GROUP INC | $16,000 | – | 744 | +100.0% | 0.00% | – |
| SGRY | New | SURGERY PARTNERS INC | $13,000 | – | 2,000 | +100.0% | 0.00% | – |
| TTD | THE TRADE DESK INC | $14,000 | -26.3% | 75 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $9,000 | -25.0% | 360 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl a | $16,000 | -57.9% | 2,000 | 0.0% | 0.00% | -50.0% | |
| UAL | UNITED AIRLS HLDGS INC | $10,000 | -64.3% | 313 | 0.0% | 0.00% | -50.0% | |
| MTN | VAIL RESORTS INC | $19,000 | -36.7% | 127 | 0.0% | 0.00% | -50.0% | |
| BAX | Sell | BAXTER INTL INC | $19,000 | -91.5% | 240 | -91.0% | 0.00% | -92.9% |
| AX | AXOS FINL INC | $8,000 | -38.5% | 440 | 0.0% | 0.00% | 0.0% | |
| AN | AUTONATION INC | $19,000 | -40.6% | 660 | 0.0% | 0.00% | -50.0% | |
| VMC | Sell | VULCAN MATLS CO | $8,000 | -96.2% | 70 | -95.2% | 0.00% | -92.3% |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $15,000 | -21.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ZTS | New | ZOETIS INCcl a | $12,000 | – | 105 | +100.0% | 0.00% | – |
| EQL | ALPS ETF TRalerian mlp | $11,000 | -26.7% | 185 | 0.0% | 0.00% | 0.0% | |
| TAK | Exit | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $0 | – | -176 | -100.0% | 0.00% | – |
| IR | Exit | INGERSOLL-RAND PLC | $0 | – | -44 | -100.0% | 0.00% | – |
| BIDU | BAIDU INCspon adr rep a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| NOV | Exit | NATIONAL OILWELL VARCO INC | $0 | – | -294 | -100.0% | 0.00% | – |
| WAB | Exit | WABTEC CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| SMTA | Exit | SPIRIT MTA REIT | $0 | – | -551 | -100.0% | 0.00% | – |
| CRUS | CIRRUS LOGIC INC | $4,000 | -20.0% | 65 | 0.0% | 0.00% | – | |
| CSTR | CAPSTAR FINL HLDGS INC | $1,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| TLRY | TILRAY INC | $0 | -100.0% | 45 | 0.0% | 0.00% | – | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,000 | -50.0% | 29 | 0.0% | 0.00% | – | |
| ANET | ARISTA NETWORKS INC | $4,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| CRK | COMSTOCK RES INC | $2,000 | -33.3% | 400 | 0.0% | 0.00% | – | |
| GLW | Sell | CORNING INC | $2,000 | -99.3% | 89 | -99.1% | 0.00% | -100.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $5,000 | -99.3% | 87 | -99.2% | 0.00% | -100.0% |
| CRON | CRONOS GROUP INC | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
| UPWK | UPWORK INC | $2,000 | -33.3% | 300 | 0.0% | 0.00% | – | |
| DLTR | DOLLAR TREE INC | $4,000 | -33.3% | 60 | 0.0% | 0.00% | – | |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $6,000 | -25.0% | 378 | 0.0% | 0.00% | – | |
| EMN | EASTMAN CHEM CO | $2,000 | -33.3% | 38 | 0.0% | 0.00% | – | |
| ROL | ROLLINS INC | $3,000 | +50.0% | 75 | 0.0% | 0.00% | – | |
| RNST | RENASANT CORP | $2,000 | -50.0% | 100 | 0.0% | 0.00% | – | |
| BMYRT | Exit | BRISTOL MYERS SQUIBB COright 99/99/9999 | $0 | – | -1,751 | -100.0% | 0.00% | – |
| TMFC | EQUINOX FDS TRmotley fol etf | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – | |
| WAL | WESTERN ALLIANCE BANCORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| PEGA | PEGASYSTEMS INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $0 | -100.0% | 43 | 0.0% | 0.00% | – | |
| NJR | NEW JERSEY RES | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP | $1,000 | -66.7% | 54 | 0.0% | 0.00% | – | |
| FOXA | FOX CORP | $7,000 | -36.4% | 295 | 0.0% | 0.00% | -100.0% | |
| GTX | GARRETT MOTION INC | $0 | – | 4 | 0.0% | 0.00% | – | |
| MKL | MARKEL CORP | $2,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| CFG | CITIZENS FINANCIAL GROUP INC | $2,000 | -60.0% | 113 | 0.0% | 0.00% | – | |
| LEA | LEAR CORP | $2,000 | -33.3% | 19 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 73 | 0.0% | 0.00% | – | |
| JD | JD COM INCspon adr cl a | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ATVI | ACTIVISION BLIZZARD INC | $6,000 | 0.0% | 101 | 0.0% | 0.00% | – | |
| LBTYA | LIBERTY GLOBAL PLC | $2,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| IR | New | INGERSOLL RAND INC | $1,000 | – | 38 | +100.0% | 0.00% | – |
| ISRG | INTUITIVE SURGICAL INC | $3,000 | -25.0% | 6 | 0.0% | 0.00% | – | |
| NOMD | NOMAD FOODS LTD | $2,000 | 0.0% | 104 | 0.0% | 0.00% | – | |
| TT | New | TRANE TECHNOLOGIES PLC | $4,000 | – | 44 | +100.0% | 0.00% | – |
| BKH | BLACK HILLS CORP | $2,000 | -33.3% | 37 | 0.0% | 0.00% | – | |
| IQ | IQIYI INCsponsored ads | $2,000 | -33.3% | 125 | 0.0% | 0.00% | – | |
| YNDX | YANDEX N V | $7,000 | -22.2% | 200 | 0.0% | 0.00% | -100.0% | |
| SNA | Exit | SNAP ON INC | $0 | – | -17 | -100.0% | 0.00% | – |
| CGNX | COGNEX CORP | $4,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| UXIN | UXIN LTDads | $0 | – | 110 | 0.0% | 0.00% | – | |
| BWA | BORGWARNER INC | $1,000 | -50.0% | 35 | 0.0% | 0.00% | – | |
| CTVA | Exit | CORTEVA INC | $0 | – | -19 | -100.0% | 0.00% | – |
| CLB | Exit | CORE LABORATORIES N V | $0 | – | -159 | -100.0% | 0.00% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -250 | -100.0% | -0.00% | – |
| CZA | Exit | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $0 | – | -475 | -100.0% | -0.00% | – |
| WU | Exit | WESTERN UN CO | $0 | – | -979 | -100.0% | -0.00% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -115 | -100.0% | -0.00% | – |
| FRA | Exit | BLACKROCK FLOAT RATE OME STR | $0 | – | -3,150 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -820 | -100.0% | -0.00% | – |
| KTB | Exit | KONTOOR BRANDS INC | $0 | – | -983 | -100.0% | -0.00% | – |
| EFT | Exit | EATON VANCE FLTING RATE INC | $0 | – | -3,800 | -100.0% | -0.00% | – |
| HFC | Exit | HOLLYFRONTIER CORP | $0 | – | -1,000 | -100.0% | -0.00% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -500 | -100.0% | -0.00% | – |
| CAL | Exit | CALERES INC | $0 | – | -2,856 | -100.0% | -0.00% | – |
| LEVI | Exit | LEVI STRAUSS & CO NEW | $0 | – | -4,422 | -100.0% | -0.01% | – |
| MDYG | Exit | SPDR SERIES TRUSTs&p 400 mdcp grw | $0 | – | -1,725 | -100.0% | -0.01% | – |
| HYMB | Exit | SPDR SERIES TRUSTnuveen bbg brcly | $0 | – | -2,250 | -100.0% | -0.01% | – |
| WWW | Exit | WOLVERINE WORLD WIDE INC | $0 | – | -4,426 | -100.0% | -0.01% | – |
| EPRT | Exit | ESSENTIAL PPTYS RLTY TR INC | $0 | – | -8,118 | -100.0% | -0.01% | – |
| SMPL | Exit | SIMPLY GOOD FOODS CO | $0 | – | -7,109 | -100.0% | -0.01% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -990 | -100.0% | -0.01% | – |
| ITT | Exit | ITT INC | $0 | – | -2,823 | -100.0% | -0.01% | – |
| AMP | Exit | AMERIPRISE FINL INC | $0 | – | -1,369 | -100.0% | -0.01% | – |
| OGE | Exit | OGE ENERGY CORP | $0 | – | -5,045 | -100.0% | -0.01% | – |
| LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -4,082 | -100.0% | -0.01% | – |
| DXPE | Exit | DXP ENTERPRISES INC NEW | $0 | – | -5,514 | -100.0% | -0.01% | – |
| XLNX | Exit | XILINX INC | $0 | – | -2,349 | -100.0% | -0.01% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,488 | -100.0% | -0.02% | – |
| JNK | Exit | SPDR SERIES TRUSTbloomberg brclys | $0 | – | -2,173 | -100.0% | -0.02% | – |
| EEFT | Exit | EURONET WORLDWIDE INC | $0 | – | -1,596 | -100.0% | -0.02% | – |
| GLOB | Exit | GLOBANT S A | $0 | – | -2,481 | -100.0% | -0.02% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -4,357 | -100.0% | -0.02% | – |
| XLB | Exit | SELECT SECCTOR SPDR TRsbi materials | $0 | – | -4,377 | -100.0% | -0.02% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -5,238 | -100.0% | -0.02% | – |
| WRK | Exit | WESTROCK CO | $0 | – | -6,762 | -100.0% | -0.02% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -4,040 | -100.0% | -0.02% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -1,145 | -100.0% | -0.02% | – |
| IAC | Exit | IAC INTERACTIVECORP | $0 | – | -1,316 | -100.0% | -0.02% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -3,906 | -100.0% | -0.02% | – |
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -2,009 | -100.0% | -0.02% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -5,069 | -100.0% | -0.02% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -3,972 | -100.0% | -0.03% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -4,094 | -100.0% | -0.03% | – |
| SMDV | Exit | PROSHARES TRruss 2000 divd | $0 | – | -10,225 | -100.0% | -0.04% | – |
| VFC | Exit | V F CORP | $0 | – | -6,886 | -100.0% | -0.04% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-16
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.