$2.84 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 988 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 16.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $139,438,000 | +1.0% | 353,545 | +0.8% | 4.91% | -12.1% |
| AAPL | Buy | APPLE INC | $104,240,000 | +40.9% | 736,679 | +36.4% | 3.67% | +22.7% |
| MSFT | Buy | MICROSOFT CORP | $99,207,000 | +40.5% | 351,899 | +35.0% | 3.50% | +22.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $89,137,000 | -4.3% | 207,709 | -4.6% | 3.14% | -16.7% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $62,209,000 | +6.5% | 661,234 | -0.1% | 2.19% | -7.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $60,841,000 | +41.6% | 371,685 | +34.5% | 2.14% | +23.3% |
| V | Buy | VISA INC | $49,537,000 | +49.1% | 222,387 | +56.5% | 1.74% | +29.7% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $47,414,000 | -0.6% | 173,017 | -1.5% | 1.67% | -13.4% |
| AMZN | Buy | AMAZON COM INC | $46,576,000 | +1.9% | 14,178 | +6.7% | 1.64% | -11.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $39,573,000 | +11.8% | 14,802 | +2.1% | 1.39% | -2.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $39,492,000 | +17.3% | 101,068 | +20.2% | 1.39% | +2.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $38,078,000 | +0.1% | 754,166 | +2.2% | 1.34% | -12.8% |
| HCA | Buy | HCA HEALTHCARE INC | $35,845,000 | +20.2% | 147,682 | +2.4% | 1.26% | +4.6% |
| SHY | Sell | ISHARES TR3 3 yr treas bd | $34,007,000 | -34.6% | 394,748 | -34.6% | 1.20% | -43.1% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $33,713,000 | +9.3% | 116,185 | +8.1% | 1.19% | -4.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $31,910,000 | +3.6% | 387,210 | +4.0% | 1.12% | -9.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $30,939,000 | +382.2% | 11,608 | +353.4% | 1.09% | +319.2% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $30,755,000 | +5.9% | 561,521 | +6.9% | 1.08% | -7.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $29,025,000 | +445.0% | 50,802 | +381.2% | 1.02% | +373.6% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $26,328,000 | +6183.5% | 64 | +6300.0% | 0.93% | +5358.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $26,191,000 | +97.5% | 468,284 | +101.4% | 0.92% | +71.9% |
| EMR | Buy | EMERSON ELEC CO | $26,115,000 | +2.7% | 277,230 | +4.9% | 0.92% | -10.6% |
| HD | Buy | HOME DEPOT INC | $25,471,000 | +9.1% | 77,595 | +6.0% | 0.90% | -5.1% |
| UNP | Buy | UNION PAC CORP | $25,436,000 | +34.1% | 129,768 | +50.5% | 0.90% | +16.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $24,799,000 | -6.2% | 158,447 | -5.0% | 0.87% | -18.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $24,760,000 | +1.7% | 317,397 | +2.9% | 0.87% | -11.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $24,394,000 | +44.4% | 151,049 | +47.3% | 0.86% | +25.7% |
| INTC | Buy | INTEL CORP | $24,320,000 | -2.0% | 456,458 | +3.2% | 0.86% | -14.7% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $23,458,000 | -13.7% | 469,074 | -6.3% | 0.83% | -24.8% |
| VTI | Sell | VANGUARDtotal stk mkt | $22,673,000 | -0.5% | 102,105 | -0.2% | 0.80% | -13.3% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $22,415,000 | +2.0% | 172,200 | +2.3% | 0.79% | -11.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $22,389,000 | +5.1% | 111,991 | +4.4% | 0.79% | -8.5% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $22,397,000 | +51.5% | 172,227 | +54.5% | 0.79% | +31.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $22,050,000 | -5.2% | 63,896 | +4.0% | 0.78% | -17.4% |
| PYPL | Buy | PAYPAL HLDGS INC | $22,002,000 | -8.3% | 84,557 | +2.7% | 0.78% | -20.2% |
| CVS | Buy | CVS HEALTH CORP | $21,728,000 | +45.2% | 256,038 | +42.7% | 0.77% | +26.4% |
| DIS | Buy | DISNEY WALT CO | $21,531,000 | +130.1% | 127,274 | +139.0% | 0.76% | +100.3% |
| USB | Buy | US BANCORP DEL | $20,836,000 | +8.5% | 350,544 | +4.0% | 0.73% | -5.5% |
| NKE | Buy | NIKE INCcl b | $19,975,000 | -3.5% | 137,539 | +2.7% | 0.70% | -16.0% |
| NEE | Buy | NEXTERA ENERGY INC | $19,391,000 | +10.3% | 246,960 | +2.9% | 0.68% | -4.1% |
| AMGN | Buy | AMGEN INC | $18,622,000 | -9.2% | 87,571 | +4.1% | 0.66% | -21.0% |
| TLT | Buy | ISHARES TR22 yr tr bd etf | $18,215,000 | +17757.8% | 126,213 | +17676.5% | 0.64% | +15950.0% |
| FB | Buy | FACEBOOK INCcl a | $18,090,000 | +1.2% | 53,302 | +3.7% | 0.64% | -11.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $17,869,000 | -7.5% | 98,127 | +5.7% | 0.63% | -19.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $17,690,000 | +103.5% | 105,593 | +100.8% | 0.62% | +77.0% |
| ICSH | Buy | ISHARES TRblackrock ultra | $17,593,000 | +6.9% | 348,340 | +6.9% | 0.62% | -6.9% |
| HON | Buy | HONEYWELL INTL INC | $17,338,000 | -0.6% | 81,675 | +2.7% | 0.61% | -13.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $17,279,000 | -2.5% | 78,990 | +2.2% | 0.61% | -15.1% |
| TFC | Buy | TRUIST FINL CORP | $16,511,000 | +9.6% | 281,505 | +3.8% | 0.58% | -4.4% |
| XOM | Buy | EXXON MOBIL CORP | $16,202,000 | +20.9% | 275,455 | +29.6% | 0.57% | +5.2% |
| DHR | Buy | DANAHER CORPORATION | $15,890,000 | +13.9% | 52,193 | +0.4% | 0.56% | -0.9% |
| CVX | Buy | CHEVRON CORP NEW | $15,806,000 | +0.8% | 155,799 | +4.0% | 0.56% | -12.3% |
| ABBV | Buy | ABBVIE INC | $15,542,000 | +0.8% | 144,079 | +5.3% | 0.55% | -12.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $15,447,000 | +0.0% | 58,717 | +2.2% | 0.54% | -13.0% |
| ETN | Buy | EATON CORP PLC | $15,432,000 | +5.1% | 103,353 | +4.3% | 0.54% | -8.4% |
| AZO | Buy | AUTOZONE INC | $15,310,000 | +18.9% | 9,016 | +4.5% | 0.54% | +3.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $15,221,000 | +4.5% | 108,874 | +0.8% | 0.54% | -9.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $15,036,000 | +316.0% | 56,651 | +323.4% | 0.53% | +263.0% |
| SPGI | Buy | S&P GLOBAL INC | $14,592,000 | +5.9% | 34,343 | +2.3% | 0.51% | -7.9% |
| PFE | Buy | PFIZER INC | $14,543,000 | +14.8% | 338,139 | +4.5% | 0.51% | -0.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $14,513,000 | +1.6% | 100,466 | +5.8% | 0.51% | -11.6% |
| SPSB | Buy | SPDR SER TRportfolio short | $14,490,000 | +6.0% | 463,684 | +6.2% | 0.51% | -7.6% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $14,421,000 | +2.9% | 60,911 | +3.2% | 0.51% | -10.4% |
| COF | Buy | CAPITAL ONE FINL CORP | $13,942,000 | +5.8% | 86,082 | +1.0% | 0.49% | -7.9% |
| PEP | Buy | PEPSICO INC | $13,870,000 | +4.0% | 92,220 | +2.5% | 0.49% | -9.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $13,821,000 | -2.0% | 255,909 | +1.7% | 0.49% | -14.7% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $13,792,000 | -1.9% | 40,771 | 0.0% | 0.49% | -14.6% | |
| BLK | Buy | BLACKROCK INC | $13,728,000 | +3.3% | 16,369 | +7.8% | 0.48% | -10.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $12,916,000 | +5.0% | 29,979 | +4.8% | 0.46% | -8.6% |
| VLO | Buy | VALERO ENERGY CORP | $12,780,000 | -5.5% | 181,091 | +4.6% | 0.45% | -17.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $12,425,000 | -0.6% | 110,868 | +0.4% | 0.44% | -13.4% |
| BMO | Buy | BANK MONTREAL QUE | $12,096,000 | +4.8% | 121,287 | +7.8% | 0.43% | -8.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $11,882,000 | +0.4% | 108,816 | +3.8% | 0.42% | -12.5% |
| CSCO | Buy | CISCO SYS INC | $11,791,000 | +8.5% | 216,617 | +5.7% | 0.42% | -5.7% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $11,679,000 | -3.6% | 123,707 | -2.9% | 0.41% | -15.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $11,687,000 | +1.6% | 119,762 | +2.8% | 0.41% | -11.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $11,508,000 | -2.1% | 23,931 | -0.0% | 0.40% | -14.9% |
| MDT | Buy | MEDTRONIC PLC | $11,269,000 | +4.7% | 89,902 | +3.7% | 0.40% | -8.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $11,215,000 | +19.6% | 24,958 | +5.3% | 0.40% | +4.2% |
| TJX | Buy | TJX COS INC NEW | $11,187,000 | +2.9% | 169,554 | +5.2% | 0.39% | -10.5% |
| ORCL | Buy | ORACLE CORP | $11,162,000 | +16.6% | 128,098 | +4.2% | 0.39% | +1.6% |
| LLY | Buy | LILLY ELI & CO | $10,897,000 | +1.3% | 47,159 | +0.6% | 0.38% | -11.7% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $10,685,000 | -24.5% | 106,143 | -20.9% | 0.38% | -34.3% |
| T | Sell | AT&T INC | $10,657,000 | -37.7% | 394,529 | -33.6% | 0.38% | -45.8% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $10,567,000 | +7.2% | 118,152 | +7.8% | 0.37% | -6.8% |
| KO | Buy | COCA COLA CO | $10,244,000 | +0.4% | 195,230 | +3.6% | 0.36% | -12.6% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $10,194,000 | +0.5% | 236,016 | +2.7% | 0.36% | -12.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $10,073,000 | +6.2% | 51,384 | +2.0% | 0.36% | -7.6% |
| DG | Buy | DOLLAR GEN CORP NEW | $10,088,000 | +1.8% | 47,556 | +3.9% | 0.36% | -11.5% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $10,028,000 | +7.3% | 281,931 | +3.9% | 0.35% | -6.6% |
| BAC | Buy | BK OF AMERICA CORP | $9,935,000 | +5.1% | 234,055 | +2.1% | 0.35% | -8.6% |
| LH | New | LABORATORY CORP AMER HLDGS | $9,552,000 | – | 33,940 | +100.0% | 0.34% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $9,493,000 | -44.9% | 91,852 | -44.1% | 0.33% | -52.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $9,409,000 | +3.3% | 34,471 | +5.2% | 0.33% | -10.0% |
| IGSB | Buy | ISHARES TR | $9,283,000 | +37.0% | 169,904 | +37.4% | 0.33% | +19.3% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $9,071,000 | +651.5% | 23,997 | +654.4% | 0.32% | +553.1% |
| KMB | Buy | KIMBERLY-CLARK CORP | $8,971,000 | +2.0% | 67,740 | +3.0% | 0.32% | -11.2% |
| MMM | Buy | 3M CO | $8,934,000 | -7.5% | 50,931 | +4.8% | 0.32% | -19.4% |
| MRK | Buy | MERCK & CO INC | $8,657,000 | +0.3% | 115,245 | +3.8% | 0.30% | -12.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $8,524,000 | +1.8% | 83,757 | +1.8% | 0.30% | -11.5% |
| GM | Buy | GENERAL MTRS CO | $8,286,000 | -6.9% | 157,210 | +4.5% | 0.29% | -18.9% |
| DOW | Buy | DOW INC | $8,207,000 | -2.3% | 142,593 | +7.4% | 0.29% | -15.0% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $8,086,000 | -22.5% | 28,860 | -19.8% | 0.28% | -32.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $7,983,000 | -3.6% | 137,219 | +3.4% | 0.28% | -16.1% |
| FDX | Buy | FEDEX CORP | $7,710,000 | +480.6% | 35,161 | +689.8% | 0.27% | +403.7% |
| OMC | Buy | OMNICOM GROUP INC | $7,659,000 | -2.6% | 105,704 | +7.5% | 0.27% | -15.1% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $7,539,000 | +2.1% | 37,405 | +5.1% | 0.27% | -11.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $7,496,000 | +1970.7% | 38,837 | +1957.0% | 0.26% | +1660.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $7,355,000 | +1.3% | 55,290 | +2.3% | 0.26% | -11.9% |
| WFC | Buy | WELLS FARGO CO NEW | $7,255,000 | +593.6% | 156,315 | +576.3% | 0.26% | +509.5% |
| QCOM | Buy | QUALCOMM INC | $7,198,000 | -7.0% | 55,805 | +3.1% | 0.25% | -18.8% |
| DVY | Buy | ISHARES TRselect divid etf | $7,067,000 | +7.5% | 61,606 | +9.3% | 0.25% | -6.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,023,000 | +4.3% | 94,593 | +5.1% | 0.25% | -9.5% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $6,851,000 | -6.3% | 39,528 | +5.4% | 0.24% | -18.6% |
| ENB | Buy | ENBRIDGE INC | $6,624,000 | +798.8% | 166,403 | +804.5% | 0.23% | +676.7% |
| CRM | Buy | SALESFORCE COM INC | $6,507,000 | +20.8% | 23,992 | +8.8% | 0.23% | +5.0% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $6,490,000 | +1398.8% | 29,471 | +1372.8% | 0.23% | +1172.2% |
| PXD | Buy | PIONEER NAT RES CO | $6,325,000 | +487.8% | 37,989 | +473.9% | 0.22% | +406.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $6,296,000 | +7.7% | 66,430 | +12.6% | 0.22% | -6.3% |
| TDG | New | TRANSDIGM GROUP INC | $6,308,000 | – | 10,100 | +100.0% | 0.22% | – |
| ABT | Buy | ABBOTT LABS | $6,207,000 | +2.4% | 52,545 | +0.5% | 0.22% | -10.6% |
| DE | Buy | DEERE & CO | $6,205,000 | -4.3% | 18,518 | +0.8% | 0.22% | -16.4% |
| MCD | Buy | MCDONALDS CORP | $6,213,000 | +9.5% | 25,771 | +4.9% | 0.22% | -4.8% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $6,161,000 | +2.8% | 54,406 | +4.4% | 0.22% | -10.3% |
| SO | Buy | SOUTHERN CO | $5,965,000 | +5.9% | 96,260 | +3.4% | 0.21% | -7.9% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $5,938,000 | +6.5% | 38,686 | +3.9% | 0.21% | -7.5% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $5,901,000 | +5.6% | 40,585 | +7.2% | 0.21% | -8.0% |
| MU | New | MICRON TECHNOLOGY INC | $5,776,000 | – | 81,376 | +100.0% | 0.20% | – |
| NVDA | Buy | NVIDIA CORPORATION | $5,798,000 | +6.2% | 27,990 | +310.2% | 0.20% | -7.7% |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $5,748,000 | – | 22,000 | +100.0% | 0.20% | – |
| EFG | Buy | ISHARES TReafe grwth etf | $5,547,000 | +6.1% | 52,098 | +6.9% | 0.20% | -8.0% |
| SCHW | New | SCHWAB CHARLES CORP | $5,528,000 | – | 75,895 | +100.0% | 0.20% | – |
| BKNG | Buy | BOOKING HOLDINGS INC | $5,467,000 | +722.1% | 2,303 | +657.6% | 0.19% | +614.8% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $5,451,000 | +12.1% | 101,882 | +6.9% | 0.19% | -2.5% |
| CME | Buy | CME GROUP INC | $5,293,000 | -7.9% | 27,367 | +1.3% | 0.19% | -19.8% |
| KMX | Buy | CARMAX INC | $5,163,000 | +0.9% | 40,341 | +1.8% | 0.18% | -12.1% |
| FISV | Buy | FISERV INC | $4,922,000 | +1083.2% | 45,366 | +1063.8% | 0.17% | +917.6% |
| WMT | Buy | WALMART INC | $4,905,000 | +1.9% | 35,195 | +3.1% | 0.17% | -11.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $4,818,000 | -13.6% | 18,811 | -3.0% | 0.17% | -24.8% |
| RHI | Buy | ROBERT HALF INTL INC | $4,830,000 | +19.6% | 48,147 | +6.0% | 0.17% | +3.7% |
| TMUS | Buy | T-MOBILE US INC | $4,651,000 | -7.0% | 36,403 | +5.4% | 0.16% | -18.8% |
| FOX | New | FOX CORP | $4,640,000 | – | 125,000 | +100.0% | 0.16% | – |
| EOG | Buy | EOG RES INC | $4,616,000 | +1.0% | 57,500 | +5.0% | 0.16% | -11.9% |
| BX | Buy | BLACKSTONE INC | $4,519,000 | +19.9% | 38,840 | +0.1% | 0.16% | +3.9% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $4,430,000 | -10.5% | 26,175 | -8.1% | 0.16% | -22.0% |
| WM | Sell | WASTE MGMT INC DEL | $4,298,000 | +6.5% | 28,776 | -0.1% | 0.15% | -7.4% |
| D | Sell | DOMINION ENERGY INC | $4,078,000 | -2.3% | 55,841 | -1.6% | 0.14% | -14.8% |
| JLL | Buy | JONES LANG LASALLE INC | $4,042,000 | +30.0% | 16,291 | +2.4% | 0.14% | +12.7% |
| MO | Sell | ALTRIA GROUP INC | $4,036,000 | -10.9% | 88,676 | -6.7% | 0.14% | -22.4% |
| EFV | Buy | ISHARES TReafe value etf | $4,010,000 | +8.3% | 78,850 | +10.3% | 0.14% | -6.0% |
| MCO | Buy | MOODYS CORP | $3,901,000 | +0.4% | 10,986 | +2.4% | 0.14% | -12.7% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $3,745,000 | -7.5% | 100,349 | +4.3% | 0.13% | -19.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,611,000 | +3.3% | 48,858 | +1.7% | 0.13% | -9.9% |
| GLD | Buy | SPDR GOLD TR | $3,588,000 | +3.4% | 21,844 | +4.2% | 0.13% | -10.0% |
| ECL | Buy | ECOLAB INC | $3,548,000 | +4.6% | 17,009 | +3.3% | 0.12% | -8.8% |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $3,374,000 | +0.9% | 47,881 | 0.0% | 0.12% | -11.9% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $3,298,000 | -20.7% | 65,457 | -13.2% | 0.12% | -31.0% |
| CERN | New | CERNER CORP | $3,183,000 | – | 45,145 | +100.0% | 0.11% | – |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $3,168,000 | +5.3% | 148,675 | -0.3% | 0.11% | -8.2% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $3,163,000 | -4.3% | 38,584 | +0.0% | 0.11% | -17.2% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,125,000 | +59.2% | 38,133 | +59.6% | 0.11% | +39.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,119,000 | +0.2% | 8,712 | -0.9% | 0.11% | -12.7% |
| KKR | Buy | KKR & CO INC | $3,043,000 | +3.0% | 50,000 | +0.2% | 0.11% | -10.8% |
| HHC | Buy | HOWARD HUGHES CORP | $2,976,000 | +16.7% | 33,894 | +29.5% | 0.10% | +1.9% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $2,930,000 | -1.7% | 46,891 | +0.1% | 0.10% | -14.9% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $2,931,000 | -1.8% | 33,635 | +0.0% | 0.10% | -14.9% |
| CPRT | Buy | COPART INC | $2,912,000 | +8.6% | 20,991 | +3.2% | 0.10% | -5.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $2,935,000 | -2.8% | 8,444 | +2.1% | 0.10% | -15.6% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 eql wgt | $2,853,000 | -1.7% | 19,046 | -1.1% | 0.10% | -13.7% |
| LOW | Buy | LOWES COS INC | $2,762,000 | +22.4% | 13,615 | +17.0% | 0.10% | +6.6% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,671,000 | -5.5% | 43,817 | -1.7% | 0.09% | -17.5% |
| SBUX | Buy | STARBUCKS CORP | $2,604,000 | +0.9% | 23,615 | +2.3% | 0.09% | -12.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,600,000 | -14.8% | 43,924 | -3.8% | 0.09% | -25.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,501,000 | -1.0% | 18,001 | +4.4% | 0.09% | -13.7% |
| HSTM | HEALTHSTREAM INC | $2,377,000 | +2.3% | 83,181 | 0.0% | 0.08% | -10.6% | |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $2,316,000 | -8.9% | 22,471 | -6.9% | 0.08% | -20.4% |
| NHI | Sell | NATIONAL HEALTH INVS INC | $2,267,000 | -20.5% | 42,383 | -0.4% | 0.08% | -30.4% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,281,000 | -7.6% | 30,185 | -0.5% | 0.08% | -20.0% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,151,000 | +2.9% | 14,003 | +3.7% | 0.08% | -10.6% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $2,169,000 | -4.8% | 26,712 | -0.8% | 0.08% | -17.4% |
| YUMC | Buy | YUM CHINA HLDGS INC | $2,155,000 | +1022.4% | 37,070 | +1176.1% | 0.08% | +850.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $2,127,000 | -0.7% | 24,309 | -0.1% | 0.08% | -13.8% |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,044,000 | -1.5% | 17,391 | +2.4% | 0.07% | -14.3% |
| NFLX | Buy | NETFLIX INC | $2,057,000 | +15.7% | 3,371 | +0.1% | 0.07% | 0.0% |
| ALL | Buy | ALLSTATE CORP | $1,978,000 | +4.7% | 15,537 | +7.2% | 0.07% | -7.9% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,994,000 | +12.0% | 25,492 | +13.5% | 0.07% | -2.8% |
| SHW | Sell | SHERWIN WILLIAMS CO | $1,962,000 | +1.9% | 7,012 | -0.8% | 0.07% | -11.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,892,000 | +2.0% | 22,006 | +1.2% | 0.07% | -10.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,840,000 | -2.3% | 47,407 | -1.0% | 0.06% | -14.5% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $1,847,000 | -1.8% | 16,032 | -1.5% | 0.06% | -14.5% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $1,856,000 | +17.2% | 21,340 | +26.1% | 0.06% | +1.6% |
| GIS | Buy | GENERAL MLS INC | $1,744,000 | +2.1% | 29,148 | +4.0% | 0.06% | -11.6% |
| TXN | Sell | TEXAS INSTRS INC | $1,684,000 | -1.1% | 8,761 | -1.1% | 0.06% | -14.5% |
| RY | ROYAL BK CDA | $1,685,000 | -1.8% | 16,942 | 0.0% | 0.06% | -14.5% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,661,000 | -4.6% | 2,884 | -3.1% | 0.06% | -16.9% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $1,595,000 | -5.2% | 25,227 | -1.5% | 0.06% | -17.6% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,547,000 | -4.6% | 9,659 | -1.2% | 0.06% | -16.7% |
| LNC | LINCOLN NATL CORP IND | $1,554,000 | +9.4% | 22,596 | 0.0% | 0.06% | -3.5% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,555,000 | -2.1% | 10,414 | -3.2% | 0.06% | -14.1% |
| CAT | Buy | CATERPILLAR INC | $1,529,000 | -7.3% | 7,967 | +5.1% | 0.05% | -19.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,495,000 | +21.1% | 13,020 | +21.6% | 0.05% | +6.0% |
| APO | Buy | APOLLO GLOBAL MGMT INC | $1,483,000 | -0.7% | 24,077 | +0.3% | 0.05% | -13.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,457,000 | +24.1% | 10,760 | +25.9% | 0.05% | +6.2% |
| NHC | NATIONAL HEALTHCARE CORP | $1,459,000 | +0.1% | 20,853 | 0.0% | 0.05% | -13.6% | |
| IEMG | Sell | ISHARES TRcore msci emkt | $1,432,000 | -8.1% | 23,196 | -0.2% | 0.05% | -20.6% |
| TGT | Buy | TARGET CORP | $1,387,000 | -1.4% | 6,063 | +4.3% | 0.05% | -14.0% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,352,000 | -4.8% | 25,968 | -1.5% | 0.05% | -15.8% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,347,000 | +7.1% | 8,859 | +5.5% | 0.05% | -7.8% |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $1,296,000 | 0.0% | 27,500 | 0.0% | 0.05% | -11.5% | |
| AFL | Sell | AFLAC INC | $1,295,000 | -3.6% | 24,844 | -0.8% | 0.05% | -14.8% |
| SYK | Sell | STRYKER CORPORATION | $1,314,000 | +0.7% | 4,983 | -0.7% | 0.05% | -13.2% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $1,264,000 | -0.4% | 14,500 | 0.0% | 0.04% | -11.8% | |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,268,000 | -9.3% | 6,018 | +0.7% | 0.04% | -21.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,241,000 | -14.1% | 5,185 | -4.8% | 0.04% | -24.1% |
| IAU | ISHARES GOLD TRishares new | $1,215,000 | -0.9% | 36,377 | 0.0% | 0.04% | -14.0% | |
| SYY | Sell | SYSCO CORP | $1,234,000 | +0.9% | 15,717 | -0.1% | 0.04% | -12.2% |
| PAYX | Sell | PAYCHEX INC | $1,185,000 | +3.0% | 10,541 | -1.6% | 0.04% | -10.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,128,000 | +13.0% | 3,525 | +4.2% | 0.04% | 0.0% |
| SLB | Buy | SCHLUMBERGER LTD | $1,098,000 | +10.0% | 37,062 | +18.8% | 0.04% | -2.5% |
| CLX | Sell | CLOROX CO DEL | $1,121,000 | -13.1% | 6,772 | -5.6% | 0.04% | -25.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,068,000 | -7.5% | 63,877 | +1.0% | 0.04% | -19.1% |
| CSX | Buy | CSX CORP | $1,065,000 | -7.6% | 35,815 | +199.0% | 0.04% | -19.1% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $1,073,000 | +89.2% | 20,765 | +89.7% | 0.04% | +65.2% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,036,000 | -8.0% | 2,875 | -7.2% | 0.04% | -19.6% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,044,000 | -0.5% | 16,338 | -1.5% | 0.04% | -11.9% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,004,000 | -8.0% | 46,409 | +2.6% | 0.04% | -20.5% |
| WMB | Buy | WILLIAMS COS INC | $978,000 | +6.3% | 37,695 | +8.8% | 0.03% | -8.1% |
| ASML | Buy | ASML HOLDING N V | $978,000 | +9.8% | 1,312 | +1.8% | 0.03% | -5.6% |
| VONV | Sell | VANGUARD SCOTTSDALE FDSvng rus1000val | $964,000 | -16.8% | 14,029 | -15.7% | 0.03% | -27.7% |
| PREF | Buy | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $964,000 | +22.8% | 46,491 | +22.8% | 0.03% | +6.2% |
| LIN | Buy | LINDE PLC | $932,000 | +1.7% | 3,174 | +0.1% | 0.03% | -10.8% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $902,000 | -9.7% | 11,386 | -7.7% | 0.03% | -20.0% |
| CB | Sell | CHUBB LIMITED | $917,000 | +5.3% | 5,285 | -3.5% | 0.03% | -8.6% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $914,000 | +17.0% | 27,409 | +27.8% | 0.03% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $871,000 | +7.3% | 16,930 | +10.8% | 0.03% | -6.1% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $887,000 | +16.3% | 488 | -0.8% | 0.03% | 0.0% |
| New | GENERAL ELECTRIC CO | $892,000 | – | 8,662 | +100.0% | 0.03% | – | |
| INTU | Sell | INTUIT | $843,000 | +8.8% | 1,563 | -1.2% | 0.03% | -3.2% |
| SHV | Sell | ISHARES TRshort treas bd | $842,000 | -31.8% | 7,626 | -31.7% | 0.03% | -40.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $861,000 | -1.4% | 6,760 | -2.5% | 0.03% | -14.3% |
| PH | Buy | PARKER-HANNIFIN CORP | $840,000 | -6.5% | 3,004 | +2.7% | 0.03% | -16.7% |
| FTNT | Sell | FORTINET INC | $848,000 | +19.4% | 2,901 | -2.7% | 0.03% | +3.4% |
| MUB | New | ISHARES TRnational mun etf | $814,000 | – | 7,010 | +100.0% | 0.03% | – |
| EOS | EATON VANCE ENHANCED EQUITY | $834,000 | -0.2% | 35,929 | 0.0% | 0.03% | -14.7% | |
| LULU | Buy | LULULEMON ATHLETICA INC | $809,000 | +11.1% | 2,000 | +0.2% | 0.03% | 0.0% |
| STWD | STARWOOD PPTY TR INC | $792,000 | -6.7% | 32,437 | 0.0% | 0.03% | -17.6% | |
| NOW | Sell | SERVICENOW INC | $783,000 | +11.2% | 1,258 | -1.9% | 0.03% | 0.0% |
| CTAS | Sell | CINTAS CORP | $780,000 | -46.9% | 2,049 | -46.8% | 0.03% | -54.2% |
| WPC | Sell | WP CAREY INC | $774,000 | -7.7% | 10,600 | -5.8% | 0.03% | -20.6% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $756,000 | -0.7% | 3,200 | -0.6% | 0.03% | -12.9% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC INC | $763,000 | -10.0% | 8,538 | +0.3% | 0.03% | -20.6% |
| COP | Buy | CONOCOPHILLIPS | $745,000 | +31.6% | 11,003 | +18.4% | 0.03% | +13.0% |
| SNY | Buy | SANOFIsponsored adr | $748,000 | +9.8% | 15,517 | +20.0% | 0.03% | -7.1% |
| SON | Sell | SONOCO PRODS CO | $704,000 | -15.2% | 11,824 | -4.8% | 0.02% | -26.5% |
| BXMT | BLACKSTONE MTG TR INC | $710,000 | -5.0% | 23,424 | 0.0% | 0.02% | -16.7% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $666,000 | -6.7% | 17,745 | -8.8% | 0.02% | -20.7% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $656,000 | -56.6% | 13,273 | -56.5% | 0.02% | -62.3% |
| XYL | XYLEM INC | $649,000 | +3.2% | 5,246 | 0.0% | 0.02% | -8.0% | |
| ANTM | Buy | ANTHEM INC | $655,000 | -0.9% | 1,758 | +1.4% | 0.02% | -14.8% |
| GPC | Sell | GENUINE PARTS CO | $613,000 | -4.2% | 5,054 | -0.2% | 0.02% | -15.4% |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $623,000 | -1.9% | 16,094 | 0.0% | 0.02% | -15.4% | |
| MRNA | Buy | MODERNA INC | $638,000 | +301.3% | 1,659 | +145.4% | 0.02% | +266.7% |
| DGRO | ISHARES TRcore div grwth | $615,000 | -0.3% | 12,249 | 0.0% | 0.02% | -12.0% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $617,000 | -1.3% | 5,843 | 0.0% | 0.02% | -12.0% | |
| IYY | ISHARES TRdow jones us etf | $635,000 | 0.0% | 5,884 | 0.0% | 0.02% | -15.4% | |
| HSY | HERSHEY CO | $596,000 | -2.8% | 3,520 | 0.0% | 0.02% | -16.0% | |
| AVGO | Buy | BROADCOM INC | $594,000 | +2.6% | 1,227 | +1.1% | 0.02% | -8.7% |
| BA | Buy | BOEING CO | $582,000 | -4.7% | 2,649 | +3.9% | 0.02% | -16.0% |
| ITOT | ISHARES TRcore s&p ttl stk | $575,000 | -0.3% | 5,843 | 0.0% | 0.02% | -13.0% | |
| PNC | Sell | PNC FINL SVCS GROUP INC | $523,000 | -25.8% | 2,675 | -27.6% | 0.02% | -37.9% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $524,000 | -4.0% | 13,707 | 0.0% | 0.02% | -18.2% | |
| ATO | Buy | ATMOS ENERGY CORP | $499,000 | +14.4% | 5,660 | +24.8% | 0.02% | 0.0% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $507,000 | +29.3% | 1,046 | -0.5% | 0.02% | +12.5% |
| PODD | Sell | INSULET CORP | $523,000 | +3.6% | 1,838 | -0.1% | 0.02% | -10.0% |
| YUM | New | YUM BRANDS INC | $512,000 | – | 4,182 | +100.0% | 0.02% | – |
| DELL | DELL TECHNOLOGIES INCcl c | $512,000 | +4.5% | 4,919 | 0.0% | 0.02% | -10.0% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $491,000 | +5.4% | 737 | -3.3% | 0.02% | -10.5% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $469,000 | -2.5% | 7,145 | 0.0% | 0.02% | -10.5% | |
| JKHY | Buy | HENRY JACK & ASSOC INC | $475,000 | +17.6% | 2,898 | +17.4% | 0.02% | +6.2% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $477,000 | -21.7% | 8,461 | -0.0% | 0.02% | -32.0% |
| HRL | HORMEL FOODS CORP | $478,000 | -14.0% | 11,653 | 0.0% | 0.02% | -26.1% | |
| PRU | Buy | PRUDENTIAL FINL INC | $458,000 | +17.7% | 4,358 | +14.7% | 0.02% | 0.0% |
| AEE | AMEREN CORP | $442,000 | +1.1% | 5,460 | 0.0% | 0.02% | -11.1% | |
| TRP | Buy | TC ENERGY CORP | $450,000 | +11.4% | 9,368 | +14.9% | 0.02% | 0.0% |
| ARCC | Sell | ARES CAPITAL CORP | $443,000 | +0.2% | 21,774 | -3.5% | 0.02% | -11.1% |
| ROP | ROPER TECHNOLOGIES INC | $452,000 | -5.0% | 1,013 | 0.0% | 0.02% | -15.8% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $443,000 | -1.6% | 16,693 | 0.0% | 0.02% | -11.1% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $456,000 | -6.0% | 1,520 | -0.4% | 0.02% | -20.0% |
| J | JACOBS ENGR GROUP INC | $435,000 | -0.7% | 3,278 | 0.0% | 0.02% | -16.7% | |
| EPAM | EPAM SYS INC | $416,000 | +11.5% | 730 | 0.0% | 0.02% | 0.0% | |
| ET | ENERGY TRANSFER L P | $417,000 | -9.9% | 43,511 | 0.0% | 0.02% | -21.1% | |
| IBB | Sell | ISHARES TRishares biotech | $424,000 | -2.5% | 2,625 | -1.4% | 0.02% | -16.7% |
| PZA | New | INVESCO EXCHANGE TRADED FD Tnatl amt muni | $436,000 | – | 16,242 | +100.0% | 0.02% | – |
| MS | Sell | MORGAN STANLEY | $416,000 | 0.0% | 4,270 | -5.9% | 0.02% | -11.8% |
| PGR | Buy | PROGRESSIVE CORP | $412,000 | +0.7% | 4,553 | +9.2% | 0.02% | -11.8% |
| CM | Sell | CANADIAN IMP BK COMM | $417,000 | -32.6% | 3,747 | -31.1% | 0.02% | -40.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $414,000 | -11.7% | 6,096 | +0.6% | 0.02% | -21.1% |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $425,000 | -1.8% | 1,892 | 0.0% | 0.02% | -16.7% | |
| IWB | New | ISHARES TRrus 1000 etf | $439,000 | – | 1,817 | +100.0% | 0.02% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $390,000 | -10.8% | 8,288 | -0.3% | 0.01% | -22.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $379,000 | -6.0% | 3,299 | -3.0% | 0.01% | -18.8% |
| VMC | VULCAN MATLS CO | $383,000 | -2.8% | 2,265 | 0.0% | 0.01% | -18.8% | |
| YETI | YETI HLDGS INC | $381,000 | -6.6% | 4,442 | 0.0% | 0.01% | -23.5% | |
| TREX | TREX CO INC | $381,000 | 0.0% | 3,732 | 0.0% | 0.01% | -13.3% | |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $363,000 | +53.8% | 3,435 | +54.4% | 0.01% | +30.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $364,000 | +0.3% | 3,267 | +7.9% | 0.01% | -13.3% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $360,000 | +1.7% | 2,428 | 0.0% | 0.01% | -7.1% | |
| C | CITIGROUP INC | $329,000 | -0.9% | 4,688 | 0.0% | 0.01% | -7.7% | |
| PSX | Sell | PHILLIPS 66 | $352,000 | -19.3% | 5,019 | -1.3% | 0.01% | -33.3% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $332,000 | -0.3% | 1,128 | +5.6% | 0.01% | -7.7% |
| IYR | Sell | ISHARES TRu.s. real es etf | $315,000 | -52.8% | 3,078 | -53.0% | 0.01% | -59.3% |
| GNRC | Sell | GENERAC HLDGS INC | $311,000 | -2.2% | 762 | -0.5% | 0.01% | -15.4% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $311,000 | +8.4% | 5,845 | +8.5% | 0.01% | -8.3% |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $307,000 | -7.3% | 10,063 | 0.0% | 0.01% | -15.4% | |
| TYL | TYLER TECHNOLOGIES INC | $315,000 | +1.0% | 688 | 0.0% | 0.01% | -15.4% | |
| FND | FLOOR & DECOR HLDGS INCcl a | $312,000 | +14.3% | 2,582 | 0.0% | 0.01% | 0.0% | |
| JNK | Buy | SPDR SER TRbloomberg brclys | $308,000 | +40.0% | 2,817 | +40.8% | 0.01% | +22.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $307,000 | -11.5% | 1,710 | -12.0% | 0.01% | -21.4% |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $300,000 | 0.0% | 1,500 | 0.0% | 0.01% | -8.3% | |
| AMP | Buy | AMERIPRISE FINL INC | $310,000 | +41.6% | 1,175 | +33.5% | 0.01% | +22.2% |
| NEO | Buy | NEOGENOMICS INC | $318,000 | +8.2% | 6,578 | +1.0% | 0.01% | -8.3% |
| ETSY | Sell | ETSY INC | $309,000 | +0.7% | 1,488 | -0.2% | 0.01% | -8.3% |
| XEC | CIMAREX ENERGY CO | $289,000 | +20.4% | 3,312 | 0.0% | 0.01% | 0.0% | |
| ZTS | Buy | ZOETIS INCcl a | $282,000 | +5.6% | 1,456 | +1.4% | 0.01% | -9.1% |
| GLOB | Sell | GLOBANT S A | $290,000 | -12.9% | 1,034 | -31.9% | 0.01% | -23.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $272,000 | -6.8% | 1,318 | +1.0% | 0.01% | -16.7% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $281,000 | +1.4% | 850 | 0.0% | 0.01% | -9.1% | |
| ENPH | Buy | ENPHASE ENERGY INC | $270,000 | -16.1% | 1,801 | +2.5% | 0.01% | -23.1% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $272,000 | -67.1% | 2,472 | -66.5% | 0.01% | -70.6% |
| IAT | ISHARES TRus regnl bks etf | $277,000 | +5.7% | 4,565 | 0.0% | 0.01% | -9.1% | |
| JEF | New | JEFFERIES FINL GROUP INC | $284,000 | – | 7,655 | +100.0% | 0.01% | – |
| F | FORD MTR CO DEL | $276,000 | -4.5% | 19,461 | 0.0% | 0.01% | -16.7% | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $291,000 | -5.5% | 3,678 | -1.7% | 0.01% | -16.7% |
| SCCO | Buy | SOUTHERN COPPER CORP | $292,000 | +16.8% | 5,198 | +34.0% | 0.01% | 0.0% |
| VB | New | VANGUARDsmall cp etf | $275,000 | – | 1,258 | +100.0% | 0.01% | – |
| FRPT | FRESHPET INC | $284,000 | -12.1% | 1,986 | 0.0% | 0.01% | -23.1% | |
| LPX | New | LOUISIANA PAC CORP | $263,000 | – | 4,279 | +100.0% | 0.01% | – |
| FOCS | FOCUS FINL PARTNERS INC | $243,000 | +8.5% | 4,635 | 0.0% | 0.01% | 0.0% | |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $248,000 | -1.6% | 3,229 | +0.3% | 0.01% | -10.0% |
| SAIA | New | SAIA INC | $247,000 | – | 1,037 | +100.0% | 0.01% | – |
| SKOR | FLEXSHARES TRcr scd us bd | $259,000 | -0.4% | 4,800 | 0.0% | 0.01% | -18.2% | |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $264,000 | +11.9% | 5,098 | +5.1% | 0.01% | -10.0% |
| VEEV | Buy | VEEVA SYS INC | $259,000 | -5.1% | 898 | +2.5% | 0.01% | -18.2% |
| BP | Sell | BP PLCsponsored adr | $250,000 | -2.0% | 9,152 | -5.2% | 0.01% | -10.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $245,000 | -3.5% | 2,447 | +0.3% | 0.01% | -10.0% |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $251,000 | -0.8% | 4,917 | 0.0% | 0.01% | -10.0% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $260,000 | +11.6% | 1,119 | +4.3% | 0.01% | 0.0% |
| USMV | New | ISHARES TRmsci usa min vol | $250,000 | – | 3,402 | +100.0% | 0.01% | – |
| TSCO | New | TRACTOR SUPPLY CO | $216,000 | – | 1,067 | +100.0% | 0.01% | – |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $218,000 | -0.5% | 2,098 | 0.0% | 0.01% | -11.1% | |
| PTF | INVESCO EXCHANGE TRADED FD Tdwa technology | $231,000 | +0.4% | 1,540 | 0.0% | 0.01% | -11.1% | |
| HUM | HUMANA INC | $235,000 | -12.0% | 604 | 0.0% | 0.01% | -27.3% | |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $240,000 | – | 3,228 | +100.0% | 0.01% | – |
| FIVE | FIVE BELOW INC | $233,000 | -8.6% | 1,320 | 0.0% | 0.01% | -20.0% | |
| OKE | Sell | ONEOK INC NEW | $222,000 | +3.3% | 3,835 | -0.8% | 0.01% | -11.1% |
| HLNE | Buy | HAMILTON LANE INCcl a | $218,000 | -6.4% | 2,571 | +0.4% | 0.01% | -11.1% |
| ESI | ELEMENT SOLUTIONS INC | $235,000 | -7.5% | 10,853 | 0.0% | 0.01% | -20.0% | |
| TSLA | New | TESLA INC | $223,000 | – | 287 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS AGsponsored adr | $220,000 | – | 2,685 | +100.0% | 0.01% | – |
| RDSB | New | ROYAL DUTCH SHELL PLC | $221,000 | – | 5,000 | +100.0% | 0.01% | – |
| RVLV | New | REVOLVE GROUP INCcl a | $240,000 | – | 3,881 | +100.0% | 0.01% | – |
| RH | RH | $228,000 | -1.7% | 342 | 0.0% | 0.01% | -11.1% | |
| LHCG | LHC GROUP INC | $238,000 | -21.7% | 1,519 | 0.0% | 0.01% | -33.3% | |
| UNM | UNUM GROUP | $215,000 | -11.9% | 8,595 | 0.0% | 0.01% | -20.0% | |
| HYEM | Buy | VANECK ETF TRUSTemerging mrkt hi | $240,000 | -1.6% | 10,332 | +1.2% | 0.01% | -20.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $220,000 | +144.4% | 3,032 | +142.6% | 0.01% | +100.0% |
| MCK | Sell | MCKESSON CORP | $213,000 | +3.4% | 1,069 | -0.7% | 0.01% | 0.0% |
| DHI | D R HORTON INC | $220,000 | -7.2% | 2,620 | 0.0% | 0.01% | -20.0% | |
| XLC | Buy | SELECT SECTOR SPDR TR | $220,000 | +223.5% | 2,750 | +229.3% | 0.01% | +166.7% |
| ITT | ITT INC | $225,000 | -6.2% | 2,623 | 0.0% | 0.01% | -20.0% | |
| WMS | ADVANCED DRAIN SYS INC DEL | $235,000 | -7.5% | 2,179 | 0.0% | 0.01% | -20.0% | |
| OLED | Sell | UNIVERSAL DISPLAY CORP | $212,000 | -28.9% | 1,240 | -7.6% | 0.01% | -41.7% |
| EEMA | ISHARES INCmsci em asia etf | $206,000 | -8.8% | 2,438 | 0.0% | 0.01% | -22.2% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $212,000 | 0.0% | 4,883 | -1.7% | 0.01% | -22.2% |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $203,000 | – | 2,297 | +100.0% | 0.01% | – |
| ADM | ARCHER DANIELS MIDLAND CO | $175,000 | -1.1% | 2,920 | 0.0% | 0.01% | -14.3% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $171,000 | -0.6% | 12,251 | 0.0% | 0.01% | -14.3% | |
| BSL | BLACKSTONE SENIOR FLOATNG RA | $142,000 | 0.0% | 8,659 | 0.0% | 0.01% | -16.7% | |
| IP | Sell | INTERNATIONAL PAPER CO | $129,000 | -27.5% | 2,304 | -20.7% | 0.01% | -28.6% |
| JHAA | NUVEEN CORPORATE INCOME 2023 | $109,000 | -0.9% | 11,000 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP | $120,000 | -40.9% | 11,265 | 0.0% | 0.00% | -50.0% | |
| TVTY | New | TIVITY HEALTH INC | $115,000 | – | 5,000 | +100.0% | 0.00% | – |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $119,000 | -0.8% | 1,625 | 0.0% | 0.00% | -20.0% | |
| CLR | Sell | CONTINENTAL RES INC | $125,000 | -20.9% | 2,704 | -34.9% | 0.00% | -33.3% |
| SGRY | SURGERY PARTNERS INC | $85,000 | -36.1% | 2,000 | 0.0% | 0.00% | -40.0% | |
| AN | AUTONATION INC | $80,000 | +27.0% | 660 | 0.0% | 0.00% | 0.0% | |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $74,000 | +64.4% | 655 | +50.6% | 0.00% | +50.0% |
| PPT | PUTNAM PREMIER INCOME TRsh ben int | $82,000 | -2.4% | 17,970 | 0.0% | 0.00% | 0.0% | |
| TPR | TAPESTRY INC | $86,000 | -14.9% | 2,334 | 0.0% | 0.00% | -25.0% | |
| FTV | FORTIVE CORP | $85,000 | +1.2% | 1,202 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $51,000 | +13.3% | 720 | 0.0% | 0.00% | 0.0% | |
| RHP | RYMAN HOSPITALITY PPTYS INC | $66,000 | +6.5% | 783 | 0.0% | 0.00% | -33.3% | |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $50,000 | -55.4% | 514 | -53.0% | 0.00% | -60.0% |
| PLD | PROLOGIS INC. | $53,000 | +6.0% | 419 | 0.0% | 0.00% | 0.0% | |
| CRL | CHARLES RIV LABS INTL INC | $55,000 | +10.0% | 134 | 0.0% | 0.00% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $65,000 | -1.5% | 565 | 0.0% | 0.00% | -33.3% | |
| SRC | SPIRIT RLTY CAP INC NEW | $51,000 | -3.8% | 1,102 | 0.0% | 0.00% | 0.0% | |
| ONB | OLD NATL BANCORP IND | $52,000 | -3.7% | 3,051 | 0.0% | 0.00% | 0.0% | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $58,000 | -1.7% | 2,524 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $43,000 | -4.4% | 2,510 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $53,000 | -8.6% | 750 | 0.0% | 0.00% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QUALITY | $54,000 | -1.8% | 3,700 | 0.0% | 0.00% | 0.0% | |
| TWO | TWO HBRS INVT CORP | $54,000 | -16.9% | 8,557 | 0.0% | 0.00% | -33.3% | |
| MAA | MID-AMER APT CMNTYS INC | $59,000 | +11.3% | 314 | 0.0% | 0.00% | 0.0% | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $59,000 | -1.7% | 3,591 | 0.0% | 0.00% | 0.0% | |
| MPC | Sell | MARATHON PETE CORP | $62,000 | -30.3% | 1,000 | -32.0% | 0.00% | -50.0% |
| MIC | MACQUARIE INFRASTR HOLD LLC | $59,000 | +7.3% | 1,450 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $51,000 | -16.4% | 2,500 | 0.0% | 0.00% | 0.0% | |
| FBK | FB FINL CORP | $44,000 | +15.8% | 1,026 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $51,000 | +13.3% | 1,190 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $46,000 | -2.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $55,000 | 0.0% | 427 | 0.0% | 0.00% | 0.0% | |
| DON | WISDOMTREE TRus midcap divid | $66,000 | -1.5% | 1,599 | 0.0% | 0.00% | -33.3% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18,000 | -10.0% | 2,255 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl a | $35,000 | -5.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $22,000 | -12.0% | 360 | 0.0% | 0.00% | 0.0% | |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $29,000 | – | 130 | +100.0% | 0.00% | – |
| BGB | BLACKSTONE STRATEGIC CREDIT | $31,000 | 0.0% | 2,234 | 0.0% | 0.00% | 0.0% | |
| NYC | NEW YORK CITY REIT INC | $25,000 | -39.0% | 3,126 | 0.0% | 0.00% | -50.0% | |
| EBAY | EBAY INC. | $22,000 | 0.0% | 311 | 0.0% | 0.00% | 0.0% | |
| SYF | Sell | SYNCHRONY FINANCIAL | $25,000 | -3.8% | 520 | -2.8% | 0.00% | 0.0% |
| SNV | New | SYNOVUS FINL CORP | $25,000 | – | 565 | +100.0% | 0.00% | – |
| EQIX | EQUINIX INC | $32,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $22,000 | +10.0% | 454 | 0.0% | 0.00% | 0.0% | |
| SMMF | SUMMIT FINL GROUP INC | $18,000 | +12.5% | 744 | 0.0% | 0.00% | 0.0% | |
| TT | TRANE TECHNOLOGIES PLC | $41,000 | -6.8% | 238 | 0.0% | 0.00% | -50.0% | |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $19,000 | -5.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PWR | New | QUANTA SVCS INC | $31,000 | – | 270 | +100.0% | 0.00% | – |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $26,000 | -7.1% | 670 | -4.3% | 0.00% | 0.0% |
| IGR | CBRE CLARION GLOBAL REAL EST | $30,000 | -6.2% | 3,579 | 0.0% | 0.00% | 0.0% | |
| OTIS | Buy | OTIS WORLDWIDE CORP | $17,000 | +6.2% | 205 | +7.9% | 0.00% | 0.0% |
| XTN | New | SPDR SER TRs&p transn etf | $23,000 | – | 264 | +100.0% | 0.00% | – |
| PPG | PPG INDS INC | $32,000 | -15.8% | 225 | 0.0% | 0.00% | -50.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $22,000 | -8.3% | 895 | 0.0% | 0.00% | 0.0% | |
| PANW | New | PALO ALTO NETWORKS INC | $19,000 | – | 40 | +100.0% | 0.00% | – |
| EQL | ALPS ETF TRequal sec etf | $18,000 | -5.3% | 185 | 0.0% | 0.00% | 0.0% | |
| PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $26,000 | – | 1,255 | +100.0% | 0.00% | – |
| APTV | New | APTIV PLC | $23,000 | – | 155 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $15,000 | – | 190 | +100.0% | 0.00% | – |
| SJI | SOUTH JERSEY INDS INC | $40,000 | -18.4% | 1,892 | 0.0% | 0.00% | -50.0% | |
| VNT | VONTIER CORPORATION | $16,000 | 0.0% | 479 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $34,000 | +9.7% | 20 | 0.0% | 0.00% | 0.0% | |
| PCI | PIMCO DYNAMIC CR INCOME FD | $30,000 | -3.2% | 1,400 | 0.0% | 0.00% | 0.0% | |
| LYFT | LYFT INC | $19,000 | -9.5% | 350 | 0.0% | 0.00% | 0.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $23,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| ANET | New | ARISTA NETWORKS INC | $19,000 | – | 55 | +100.0% | 0.00% | – |
| MTN | VAIL RESORTS INC | $42,000 | +5.0% | 127 | 0.0% | 0.00% | -50.0% | |
| BAX | BAXTER INTL INC | $19,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
| RUN | New | SUNRUN INC | $10,000 | – | 220 | +100.0% | 0.00% | – |
| FLO | FLOWERS FOODS INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| INDA | New | ISHARES TRmsci india etf | $13,000 | – | 270 | +100.0% | 0.00% | – |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $7,000 | -12.5% | 378 | 0.0% | 0.00% | – | |
| DISCA | DISCOVERY INC | $14,000 | -17.6% | 566 | 0.0% | 0.00% | -100.0% | |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $13,000 | – | 335 | +100.0% | 0.00% | – |
| NJR | NEW JERSEY RES CORP | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| JFR | NUVEEN FLOATING RATE INCOME | $13,000 | 0.0% | 1,280 | 0.0% | 0.00% | -100.0% | |
| OGN | Sell | ORGANON & CO | $0 | -100.0% | 4 | -89.5% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| O | REALTY INCOME CORP | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| RBNC | New | RELIANT BANCORP INC | $3,000 | – | 96 | +100.0% | 0.00% | – |
| CDK | New | CDK GLOBAL INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| SSB | SOUTHSTATE CORPORATION | $13,000 | -7.1% | 176 | 0.0% | 0.00% | -100.0% | |
| FCX | New | FREEPORT-MCMORAN INCcl b | $11,000 | – | 345 | +100.0% | 0.00% | – |
| BKH | BLACK HILLS CORP | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| AVNS | New | AVANOS MED INC | $0 | – | 3 | +100.0% | 0.00% | – |
| VTRS | Sell | VIATRIS INC | $11,000 | -15.4% | 842 | -9.6% | 0.00% | -100.0% |
| WEC | WEC ENERGY GROUP INC | $14,000 | -6.7% | 164 | 0.0% | 0.00% | -100.0% | |
| BAMR | Sell | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $7,000 | -68.2% | 131 | -68.8% | 0.00% | -100.0% |
| LBTYA | LIBERTY GLOBAL PLC | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -48 | -100.0% | 0.00% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -6 | -100.0% | 0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -17 | -100.0% | 0.00% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -190 | -100.0% | -0.00% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -297 | -100.0% | -0.00% | – |
| BCE | Exit | BCE INC | $0 | – | -665 | -100.0% | -0.00% | – |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -600 | -100.0% | -0.00% | – |
| TRU | Exit | TRANSUNION | $0 | – | -250 | -100.0% | -0.00% | – |
| KEY | Exit | KEYCORP | $0 | – | -1,760 | -100.0% | -0.00% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -195 | -100.0% | -0.00% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -500 | -100.0% | -0.00% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -150 | -100.0% | -0.00% | – |
| NNN | Exit | NATIONAL RETAIL PROPERTIES I | $0 | – | -785 | -100.0% | -0.00% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -105 | -100.0% | -0.00% | – |
| AON | Exit | AON PLC | $0 | – | -147 | -100.0% | -0.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -161 | -100.0% | -0.00% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -339 | -100.0% | -0.00% | – |
| HTA | Exit | HEALTHCARE TR AMER INCcl a new | $0 | – | -680 | -100.0% | -0.00% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -260 | -100.0% | -0.00% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -590 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -440 | -100.0% | -0.00% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -385 | -100.0% | -0.00% | – |
| EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -175 | -100.0% | -0.00% | – |
| AGR | Exit | AVANGRID INC | $0 | – | -820 | -100.0% | -0.00% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -2,564 | -100.0% | -0.00% | – |
| Exit | ATMOS ENERGY CORP | $0 | – | -1,000 | -100.0% | -0.00% | – | |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -729 | -100.0% | -0.00% | – |
| GAN | Exit | GAN LTD | $0 | – | -8,707 | -100.0% | -0.01% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -9,089 | -100.0% | -0.01% | – |
| THO | Exit | THOR INDUSTRIES INC | $0 | – | -2,106 | -100.0% | -0.01% | – |
| GNL | Exit | GLOBAL NET LEASE INC | $0 | – | -13,188 | -100.0% | -0.01% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -3,151 | -100.0% | -0.01% | – |
| PGNY | Exit | PROGYNY INC | $0 | – | -5,266 | -100.0% | -0.01% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -1,236 | -100.0% | -0.02% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -23,566 | -100.0% | -0.02% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -52,338 | -100.0% | -0.03% | – |
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 2021-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINNACLE FINL PARTNERS INC | 42 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.3% |
| APPLE INC | 42 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.3% |
| AMAZON COM INC | 42 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.0% |
| HCA HOLDINGS INC | 42 | Q3 2023 | 2.4% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
View PINNACLE FINANCIAL PARTNERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 144 | 2024-04-26 |
| 8-K | 2024-04-26 |
| S-8 | 2024-04-26 |
| 144 | 2024-04-25 |
| 144 | 2024-04-25 |
| 8-K | 2024-04-23 |
View PINNACLE FINANCIAL PARTNERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.