$3.2 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 994 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $154,693,000 | +10.9% | 354,338 | +0.2% | 4.83% | -1.7% |
| AAPL | Buy | APPLE INC | $139,694,000 | +34.0% | 786,701 | +6.8% | 4.36% | +18.7% |
| MSFT | Buy | MICROSOFT CORP | $126,585,000 | +27.6% | 376,381 | +7.0% | 3.95% | +13.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $99,816,000 | +12.0% | 210,158 | +1.2% | 3.12% | -0.8% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $70,863,000 | +13.9% | 742,020 | +12.2% | 2.21% | +0.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $61,796,000 | +1.6% | 390,252 | +5.0% | 1.93% | -10.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $57,965,000 | +46.8% | 115,437 | +14.2% | 1.81% | +30.1% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $53,294,000 | +12.4% | 174,397 | +0.8% | 1.66% | -0.5% |
| V | Buy | VISA INC | $52,818,000 | +6.6% | 243,728 | +9.6% | 1.65% | -5.6% |
| AMZN | Buy | AMAZON COM INC | $50,385,000 | +8.2% | 15,111 | +6.6% | 1.57% | -4.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $47,409,000 | +19.8% | 16,365 | +10.6% | 1.48% | +6.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $39,777,000 | +4.5% | 779,006 | +3.3% | 1.24% | -7.5% |
| HCA | Sell | HCA HEALTHCARE INC | $37,862,000 | +5.6% | 147,369 | -0.2% | 1.18% | -6.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $37,428,000 | +11.0% | 116,632 | +0.4% | 1.17% | -1.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $37,317,000 | +28.6% | 55,927 | +10.1% | 1.16% | +13.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $37,023,000 | +19.7% | 12,795 | +10.2% | 1.16% | +6.0% |
| UNP | Buy | UNION PAC CORP | $34,747,000 | +36.6% | 137,924 | +6.3% | 1.08% | +21.0% |
| HD | Buy | HOME DEPOT INC | $32,885,000 | +29.1% | 79,237 | +2.1% | 1.03% | +14.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $32,478,000 | +1.8% | 399,680 | +3.2% | 1.01% | -9.8% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $32,359,000 | +5.2% | 589,299 | +4.9% | 1.01% | -6.8% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $31,547,000 | +19.8% | 70 | +9.4% | 0.98% | +6.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $28,795,000 | -15.3% | 336,620 | -14.7% | 0.90% | -25.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $28,335,000 | +25.0% | 117,358 | +14.9% | 0.88% | +10.6% |
| CVS | Buy | CVS HEALTH CORP | $28,098,000 | +29.3% | 272,374 | +6.4% | 0.88% | +14.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $27,995,000 | +25.0% | 113,535 | +1.4% | 0.87% | +10.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $27,367,000 | +12.2% | 159,982 | +5.9% | 0.85% | -0.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $26,756,000 | +7.9% | 159,328 | +0.6% | 0.84% | -4.5% |
| EMR | Buy | EMERSON ELEC CO | $26,423,000 | +1.2% | 284,207 | +2.5% | 0.82% | -10.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $25,981,000 | -0.8% | 516,209 | +10.2% | 0.81% | -12.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $25,378,000 | +2.5% | 322,541 | +1.6% | 0.79% | -9.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $23,935,000 | +6.9% | 172,446 | +0.1% | 0.75% | -5.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $23,627,000 | +0.7% | 477,679 | +1.8% | 0.74% | -10.9% |
| NKE | Buy | NIKE INCcl b | $23,593,000 | +18.1% | 141,556 | +2.9% | 0.74% | +4.5% |
| NEE | Buy | NEXTERA ENERGY INC | $23,337,000 | +20.3% | 249,970 | +1.2% | 0.73% | +6.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $22,682,000 | +2.9% | 63,818 | -0.1% | 0.71% | -8.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $22,091,000 | +23.6% | 103,067 | +5.0% | 0.69% | +9.4% |
| DIS | Buy | DISNEY WALT CO | $20,555,000 | -4.5% | 132,711 | +4.3% | 0.64% | -15.4% |
| PFE | Buy | PFIZER INC | $20,486,000 | +40.9% | 346,914 | +2.6% | 0.64% | +24.8% |
| XOM | Buy | EXXON MOBIL CORP | $20,188,000 | +24.6% | 329,914 | +19.8% | 0.63% | +10.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $19,844,000 | -9.8% | 105,225 | +24.4% | 0.62% | -20.1% |
| ABBV | Buy | ABBVIE INC | $19,848,000 | +27.7% | 146,593 | +1.7% | 0.62% | +13.0% |
| USB | Buy | US BANCORP DEL | $19,810,000 | -4.9% | 352,680 | +0.6% | 0.62% | -15.8% |
| CVX | Buy | CHEVRON CORP NEW | $19,661,000 | +24.4% | 167,541 | +7.5% | 0.61% | +10.2% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $19,491,000 | +29.6% | 66,637 | +17.6% | 0.61% | +14.7% |
| AZO | Buy | AUTOZONE INC | $19,354,000 | +26.4% | 9,232 | +2.4% | 0.60% | +12.1% |
| FB | Buy | META PLATFORMS INCcla | $19,150,000 | +5.9% | 56,934 | +6.8% | 0.60% | -6.1% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $19,021,000 | +4.4% | 128,358 | +1.7% | 0.59% | -7.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $18,749,000 | +6.0% | 114,599 | +8.5% | 0.58% | -6.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $18,516,000 | +7.2% | 83,237 | +5.4% | 0.58% | -5.1% |
| DLR | Buy | DIGITAL RLTY TR INC | $18,317,000 | +26.2% | 103,561 | +3.1% | 0.57% | +11.9% |
| ETN | Buy | EATON CORP PLC | $18,204,000 | +18.0% | 105,337 | +1.9% | 0.57% | +4.4% |
| INTC | Sell | INTEL CORP | $18,023,000 | -25.9% | 349,955 | -23.3% | 0.56% | -34.3% |
| DHR | Buy | DANAHER CORPORATION | $18,039,000 | +13.5% | 54,827 | +5.0% | 0.56% | +0.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $17,946,000 | +17.9% | 109,706 | +0.8% | 0.56% | +4.5% |
| HON | Buy | HONEYWELL INTL INC | $17,395,000 | +0.3% | 83,424 | +2.1% | 0.54% | -11.1% |
| ICSH | Sell | ISHARES TRblackrock ultra | $17,029,000 | -3.2% | 337,946 | -3.0% | 0.53% | -14.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $16,900,000 | +9.4% | 59,698 | +1.7% | 0.53% | -3.1% |
| TFC | Buy | TRUIST FINL CORP | $16,623,000 | +0.7% | 283,896 | +0.8% | 0.52% | -10.8% |
| SPGI | Buy | S&P GLOBAL INC | $16,412,000 | +12.5% | 34,776 | +1.3% | 0.51% | -0.4% |
| PEP | Buy | PEPSICO INC | $16,233,000 | +17.0% | 93,452 | +1.3% | 0.51% | +3.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $15,977,000 | +10.8% | 62,712 | +3.0% | 0.50% | -1.8% |
| BLK | Buy | BLACKROCK INC | $15,496,000 | +12.9% | 16,925 | +3.4% | 0.48% | 0.0% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $15,465,000 | -31.0% | 120,196 | -30.2% | 0.48% | -38.9% |
| SPSB | Buy | SPDR SER TRportfolio short | $15,345,000 | +5.9% | 495,477 | +6.9% | 0.48% | -6.3% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $14,648,000 | +6.2% | 40,318 | -1.1% | 0.46% | -6.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $14,571,000 | +29.9% | 25,668 | +2.8% | 0.46% | +15.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $14,558,000 | +12.7% | 30,521 | +1.8% | 0.45% | -0.2% |
| MRK | Buy | MERCK & CO INC | $14,467,000 | +67.1% | 188,758 | +63.8% | 0.45% | +48.2% |
| CSCO | Buy | CISCO SYS INC | $14,035,000 | +19.0% | 221,472 | +2.2% | 0.44% | +5.5% |
| TJX | Buy | TJX COS INC NEW | $13,895,000 | +24.2% | 183,017 | +7.9% | 0.43% | +10.2% |
| VLO | Buy | VALERO ENERGY CORP | $13,748,000 | +7.6% | 183,032 | +1.1% | 0.43% | -4.7% |
| AMGN | Sell | AMGEN INC | $13,214,000 | -29.0% | 58,735 | -32.9% | 0.41% | -37.2% |
| BMO | Buy | BANK MONTREAL QUE | $13,154,000 | +8.7% | 122,110 | +0.7% | 0.41% | -3.5% |
| LLY | Buy | LILLY ELI & CO | $13,113,000 | +20.3% | 47,473 | +0.7% | 0.41% | +6.5% |
| MDT | Buy | MEDTRONIC PLC | $12,969,000 | +15.1% | 125,360 | +39.4% | 0.40% | +2.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $12,882,000 | +10.2% | 122,807 | +2.5% | 0.40% | -2.4% |
| COF | Buy | CAPITAL ONE FINL CORP | $12,753,000 | -8.5% | 87,893 | +2.1% | 0.40% | -18.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $12,565,000 | +33.5% | 42,028 | +21.9% | 0.39% | +18.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $12,322,000 | +3.7% | 107,606 | -1.1% | 0.38% | -8.1% |
| KO | Buy | COCA COLA CO | $12,325,000 | +20.3% | 208,151 | +6.6% | 0.38% | +6.6% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $11,908,000 | -4.2% | 103,350 | -6.8% | 0.37% | -15.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $11,898,000 | +3.4% | 22,982 | -4.0% | 0.37% | -8.4% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $11,897,000 | +24.5% | 37,865 | +11.6% | 0.37% | +10.1% |
| DG | Buy | DOLLAR GEN CORP NEW | $11,803,000 | +17.0% | 50,050 | +5.2% | 0.37% | +3.7% |
| WY | Buy | WEYERHAEUSER CO | $11,758,000 | +17.3% | 285,535 | +1.3% | 0.37% | +4.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $11,698,000 | +0.2% | 126,112 | +1.9% | 0.36% | -11.4% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $11,469,000 | +12.5% | 240,971 | +2.1% | 0.36% | -0.3% |
| BAC | Buy | BK OF AMERICA CORP | $11,426,000 | +15.0% | 256,795 | +9.7% | 0.36% | +2.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $11,392,000 | +20.0% | 101,617 | +10.6% | 0.36% | +6.6% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $11,133,000 | +87.5% | 127,884 | +230.6% | 0.35% | +66.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $10,940,000 | +8.6% | 52,474 | +2.1% | 0.34% | -3.9% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $10,803,000 | +1.1% | 103,399 | -2.6% | 0.34% | -10.4% |
| QCOM | Buy | QUALCOMM INC | $10,732,000 | +49.1% | 58,688 | +5.2% | 0.34% | +31.9% |
| IGSB | Buy | ISHARES TR | $10,687,000 | +15.1% | 198,358 | +16.7% | 0.33% | +2.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $10,604,000 | +2821.2% | 100,150 | +2815.6% | 0.33% | +2446.2% |
| FDX | Buy | FEDEX CORP | $10,566,000 | +37.0% | 40,851 | +16.2% | 0.33% | +21.3% |
| NVDA | Buy | NVIDIA CORPORATION | $10,480,000 | +80.8% | 35,630 | +27.3% | 0.33% | +60.3% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $10,297,000 | -2.6% | 117,513 | -0.5% | 0.32% | -13.7% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $9,937,000 | +9.5% | 25,976 | +8.2% | 0.31% | -3.1% |
| ORCL | Sell | ORACLE CORP | $9,803,000 | -12.2% | 112,406 | -12.2% | 0.31% | -22.1% |
| DEO | Buy | DIAGEO PLCspon adr new | $9,734,000 | +29.9% | 44,216 | +13.9% | 0.30% | +15.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $9,744,000 | +14.3% | 83,996 | +0.3% | 0.30% | +1.3% |
| KMB | Sell | KIMBERLY-CLARK CORP | $9,615,000 | +7.2% | 67,270 | -0.7% | 0.30% | -5.1% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $9,585,000 | +20.1% | 144,554 | +5.3% | 0.30% | +6.4% |
| MMM | Buy | 3M CO | $9,467,000 | +6.0% | 53,296 | +4.6% | 0.30% | -6.3% |
| GM | Buy | GENERAL MTRS CO | $9,443,000 | +14.0% | 161,066 | +2.5% | 0.30% | +1.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $9,383,000 | -32.1% | 180,582 | -29.4% | 0.29% | -39.8% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $8,677,000 | +7.3% | 30,795 | +6.7% | 0.27% | -4.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $8,569,000 | +25.1% | 41,055 | +3.9% | 0.27% | +10.8% |
| DOW | Buy | DOW INC | $8,303,000 | +1.2% | 146,393 | +2.7% | 0.26% | -10.4% |
| MU | Buy | MICRON TECHNOLOGY INC | $8,210,000 | +42.1% | 88,130 | +8.3% | 0.26% | +25.5% |
| OMC | Buy | OMNICOM GROUP INC | $8,048,000 | +5.1% | 109,845 | +3.9% | 0.25% | -7.0% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $7,955,000 | +5.5% | 37,858 | +1.2% | 0.25% | -6.8% |
| TDG | Buy | TRANSDIGM GROUP INC | $7,746,000 | +22.8% | 12,173 | +20.5% | 0.24% | +9.0% |
| ABT | Buy | ABBOTT LABS | $7,678,000 | +23.7% | 54,552 | +3.8% | 0.24% | +9.6% |
| WFC | Buy | WELLS FARGO CO NEW | $7,689,000 | +6.0% | 160,238 | +2.5% | 0.24% | -6.2% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $7,615,000 | +3.5% | 57,462 | +3.9% | 0.24% | -8.1% |
| PXD | Buy | PIONEER NAT RES CO | $7,531,000 | +19.1% | 41,407 | +9.0% | 0.24% | +5.4% |
| DVY | Sell | ISHARES TRselect divid etf | $7,465,000 | +5.6% | 60,895 | -1.2% | 0.23% | -6.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $7,236,000 | +3.0% | 96,955 | +2.5% | 0.23% | -8.5% |
| MCD | Buy | MCDONALDS CORP | $6,957,000 | +12.0% | 25,953 | +0.7% | 0.22% | -0.9% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $6,933,000 | +6.8% | 32,513 | +10.3% | 0.22% | -5.7% |
| SCHW | Buy | SCHWAB CHARLES CORP | $6,912,000 | +25.0% | 82,187 | +8.3% | 0.22% | +10.8% |
| SO | Buy | SOUTHERN CO | $6,816,000 | +14.3% | 99,371 | +3.2% | 0.21% | +1.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $6,814,000 | +8.2% | 71,732 | +8.0% | 0.21% | -4.1% |
| ENB | Buy | ENBRIDGE INC | $6,786,000 | +2.4% | 173,501 | +4.3% | 0.21% | -9.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $6,761,000 | +9.7% | 55,240 | +1.5% | 0.21% | -2.8% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $6,745,000 | +14.3% | 43,061 | +6.1% | 0.21% | +1.4% |
| DE | Buy | DEERE & CO | $6,726,000 | +8.4% | 19,615 | +5.9% | 0.21% | -4.1% |
| CME | Buy | CME GROUP INC | $6,579,000 | +24.3% | 28,797 | +5.2% | 0.20% | +10.2% |
| CRM | Buy | SALESFORCE COM INC | $6,566,000 | +0.9% | 25,836 | +7.7% | 0.20% | -10.5% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $6,411,000 | +17.6% | 106,180 | +4.2% | 0.20% | +4.2% |
| BKNG | Buy | BOOKING HOLDINGS INC | $6,384,000 | +16.8% | 2,661 | +15.5% | 0.20% | +3.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $6,169,000 | +39.3% | 34,492 | +31.8% | 0.19% | +23.7% |
| APD | Buy | AIR PRODS & CHEMS INC | $5,931,000 | +23.1% | 19,496 | +3.6% | 0.18% | +8.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $5,814,000 | +4.8% | 52,717 | +1.2% | 0.18% | -7.2% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $5,581,000 | -2.9% | 24,935 | +13.3% | 0.17% | -14.3% |
| WMT | Buy | WALMART INC | $5,498,000 | +12.1% | 37,998 | +8.0% | 0.17% | -0.6% |
| BX | Buy | BLACKSTONE GROUP INC | $5,422,000 | +20.0% | 41,900 | +7.9% | 0.17% | +6.3% |
| RHI | ROBERT HALF INTL INC | $5,369,000 | +11.2% | 48,147 | 0.0% | 0.17% | -1.2% | |
| KMX | Buy | CARMAX INC | $5,308,000 | +2.8% | 40,761 | +1.0% | 0.17% | -8.8% |
| EOG | Buy | EOG RES INC | $5,294,000 | +14.7% | 59,590 | +3.6% | 0.16% | +1.2% |
| FISV | Buy | FISERV INC | $5,069,000 | +3.0% | 48,841 | +7.7% | 0.16% | -8.7% |
| WM | Buy | WASTE MGMT INC DEL | $4,899,000 | +14.0% | 29,350 | +2.0% | 0.15% | +1.3% |
| CERN | Buy | CERNER CORP | $4,636,000 | +45.6% | 49,913 | +10.6% | 0.14% | +29.5% |
| FOX | Buy | FOX CORP | $4,519,000 | -2.6% | 131,850 | +5.5% | 0.14% | -13.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $4,527,000 | +44.9% | 56,009 | +46.9% | 0.14% | +28.2% |
| CAT | Buy | CATERPILLAR INC | $4,477,000 | +192.8% | 21,658 | +171.8% | 0.14% | +159.3% |
| JLL | Buy | JONES LANG LASALLE INC | $4,451,000 | +10.1% | 16,526 | +1.4% | 0.14% | -2.1% |
| MO | Buy | ALTRIA GROUP INC | $4,375,000 | +8.4% | 92,322 | +4.1% | 0.14% | -3.5% |
| MCO | Buy | MOODYS CORP | $4,353,000 | +11.6% | 11,144 | +1.4% | 0.14% | -0.7% |
| TMUS | Sell | T-MOBILE US INC | $4,178,000 | -10.2% | 36,033 | -1.0% | 0.13% | -20.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $4,112,000 | +13.9% | 49,143 | +0.6% | 0.13% | +0.8% |
| ECL | Buy | ECOLAB INC | $4,100,000 | +15.6% | 17,478 | +2.8% | 0.13% | +2.4% |
| EFV | Buy | ISHARES TReafe value etf | $4,075,000 | +1.6% | 80,881 | +2.6% | 0.13% | -9.9% |
| T | Sell | AT&T INC | $4,075,000 | -61.8% | 165,655 | -58.0% | 0.13% | -66.1% |
| MRVL | New | MARVELL TECHNOLOGY INC | $3,961,000 | – | 45,277 | +100.0% | 0.12% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $3,979,000 | +6.2% | 107,980 | +7.6% | 0.12% | -6.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,802,000 | +21.9% | 9,556 | +9.7% | 0.12% | +8.2% |
| GLD | Buy | SPDR GOLD TR | $3,781,000 | +5.4% | 22,116 | +1.2% | 0.12% | -6.3% |
| LOW | Buy | LOWES COS INC | $3,571,000 | +29.3% | 13,819 | +1.5% | 0.11% | +14.4% |
| KKR | Sell | KKR & CO INC | $3,535,000 | +16.2% | 47,453 | -5.1% | 0.11% | +2.8% |
| HHC | Buy | HOWARD HUGHES CORP | $3,477,000 | +16.8% | 34,159 | +0.8% | 0.11% | +3.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,444,000 | +17.3% | 9,584 | +13.5% | 0.11% | +3.9% |
| CPRT | Buy | COPART INC | $3,345,000 | +14.9% | 22,062 | +5.1% | 0.10% | +1.0% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $3,280,000 | -2.8% | 41,761 | -12.8% | 0.10% | -14.3% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $3,222,000 | +1.7% | 147,823 | -0.6% | 0.10% | -9.8% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $3,131,000 | +6.8% | 33,744 | +0.3% | 0.10% | -4.9% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,099,000 | +8.6% | 19,046 | 0.0% | 0.10% | -4.0% | |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $3,057,000 | -3.4% | 36,084 | -6.5% | 0.10% | -14.4% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $3,003,000 | +61.8% | 27,899 | +30.7% | 0.09% | +44.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,919,000 | +12.3% | 46,823 | +6.6% | 0.09% | -1.1% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $2,924,000 | -0.2% | 46,839 | -0.1% | 0.09% | -11.7% |
| NOW | Buy | SERVICENOW INC | $2,889,000 | +269.0% | 4,451 | +253.8% | 0.09% | +221.4% |
| SBUX | Buy | STARBUCKS CORP | $2,851,000 | +9.5% | 24,372 | +3.2% | 0.09% | -3.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,690,000 | +0.7% | 43,890 | +0.2% | 0.08% | -10.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,552,000 | +11.9% | 29,902 | -0.9% | 0.08% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,515,000 | +0.6% | 18,813 | +4.5% | 0.08% | -11.4% |
| IJJ | ISHARES TRs&p mc 400vl etf | $2,487,000 | +7.4% | 22,471 | 0.0% | 0.08% | -4.9% | |
| SHW | Sell | SHERWIN WILLIAMS CO | $2,454,000 | +25.1% | 6,969 | -0.6% | 0.08% | +11.6% |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,394,000 | +20.1% | 28,847 | +13.2% | 0.08% | +7.1% |
| NHI | Sell | NATIONAL HEALTH INVS INC | $2,350,000 | +3.7% | 40,891 | -3.5% | 0.07% | -8.8% |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,282,000 | +11.6% | 17,678 | +1.7% | 0.07% | -1.4% |
| HSTM | HEALTHSTREAM INC | $2,193,000 | -7.7% | 83,181 | 0.0% | 0.07% | -19.0% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,134,000 | -0.8% | 12,426 | -11.3% | 0.07% | -11.8% |
| YUMC | Buy | YUM CHINA HLDGS INC | $2,135,000 | -0.9% | 42,829 | +15.5% | 0.07% | -11.8% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $2,123,000 | -2.1% | 23,865 | -10.7% | 0.07% | -13.2% |
| LNC | Buy | LINCOLN NATL CORP IND | $2,104,000 | +35.4% | 30,818 | +36.4% | 0.07% | +20.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $2,066,000 | -2.9% | 23,745 | -2.3% | 0.06% | -14.7% |
| NFLX | Sell | NETFLIX INC | $2,026,000 | -1.5% | 3,364 | -0.2% | 0.06% | -12.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,947,000 | -41.0% | 39,856 | -39.1% | 0.06% | -47.4% |
| GIS | Sell | GENERAL MLS INC | $1,955,000 | +12.1% | 29,013 | -0.5% | 0.06% | 0.0% |
| D | Sell | DOMINION ENERGY INC | $1,941,000 | -52.4% | 24,716 | -55.7% | 0.06% | -57.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,941,000 | +2.6% | 22,550 | +2.5% | 0.06% | -9.0% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $1,843,000 | -0.2% | 16,022 | -0.1% | 0.06% | -10.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,801,000 | -2.1% | 45,677 | -3.6% | 0.06% | -13.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,796,000 | +15.5% | 10,332 | -0.8% | 0.06% | +1.8% |
| RY | Buy | ROYAL BK CDA | $1,802,000 | +6.9% | 16,977 | +0.2% | 0.06% | -5.1% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,787,000 | +44.0% | 6,002 | +15.8% | 0.06% | +27.3% |
| ALL | Sell | ALLSTATE CORP | $1,750,000 | -11.5% | 14,877 | -4.2% | 0.06% | -21.4% |
| TXN | Buy | TEXAS INSTRS INC | $1,748,000 | +3.8% | 9,274 | +5.9% | 0.06% | -6.8% |
| APO | APOLLO GLOBAL MGMT INC | $1,744,000 | +17.6% | 24,077 | 0.0% | 0.05% | +3.8% | |
| TGT | Buy | TARGET CORP | $1,672,000 | +20.5% | 7,224 | +19.1% | 0.05% | +6.1% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,624,000 | +5.0% | 9,777 | +1.2% | 0.05% | -7.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,639,000 | -1.3% | 2,889 | +0.2% | 0.05% | -13.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,646,000 | +21.7% | 29,668 | +14.2% | 0.05% | +6.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,604,000 | +7.3% | 14,062 | +8.0% | 0.05% | -5.7% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $1,575,000 | -1.3% | 24,769 | -1.8% | 0.05% | -12.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,582,000 | +8.6% | 10,750 | -0.1% | 0.05% | -3.9% |
| IEMG | Buy | ISHARES TRcore msci emkt | $1,560,000 | +8.9% | 26,047 | +12.3% | 0.05% | -2.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $1,503,000 | +18.5% | 5,990 | -0.5% | 0.05% | +4.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,484,000 | +31.6% | 3,581 | +1.6% | 0.05% | +15.0% |
| AFL | Buy | AFLAC INC | $1,451,000 | +12.0% | 24,851 | +0.0% | 0.04% | -2.2% |
| PAYX | Sell | PAYCHEX INC | $1,436,000 | +21.2% | 10,517 | -0.2% | 0.04% | +7.1% |
| SYY | Buy | SYSCO CORP | $1,439,000 | +16.6% | 18,316 | +16.5% | 0.04% | +4.7% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,415,000 | +5.0% | 9,043 | +2.1% | 0.04% | -6.4% |
| DFUS | Sell | DIMENSIONAL ETF TRus equity etf | $1,396,000 | +7.7% | 27,003 | -1.8% | 0.04% | -4.3% |
| SYK | Buy | STRYKER CORPORATION | $1,373,000 | +4.5% | 5,137 | +3.1% | 0.04% | -6.5% |
| CSX | CSX CORP | $1,347,000 | +26.5% | 35,815 | 0.0% | 0.04% | +10.5% | |
| NHC | Sell | NATIONAL HEALTHCARE CORP | $1,318,000 | -9.7% | 19,413 | -6.9% | 0.04% | -19.6% |
| ANTM | Buy | ANTHEM INC | $1,283,000 | +95.9% | 2,768 | +57.5% | 0.04% | +73.9% |
| IAU | Buy | ISHARES GOLD TRishares new | $1,296,000 | +6.7% | 37,245 | +2.4% | 0.04% | -7.0% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $1,239,000 | -2.0% | 14,500 | 0.0% | 0.04% | -13.3% | |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,214,000 | +34.6% | 14,242 | +25.1% | 0.04% | +18.8% |
| FTNT | Buy | FORTINET INC | $1,178,000 | +38.9% | 3,278 | +13.0% | 0.04% | +23.3% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,183,000 | +105.7% | 11,060 | +89.3% | 0.04% | +85.0% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,154,000 | +10.5% | 16,123 | -1.3% | 0.04% | -2.7% |
| CLX | Sell | CLOROX CO DEL | $1,119,000 | -0.2% | 6,416 | -5.3% | 0.04% | -10.3% |
| ASML | Buy | ASML HOLDING N V | $1,134,000 | +16.0% | 1,424 | +8.5% | 0.04% | +2.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,112,000 | +7.3% | 2,872 | -0.1% | 0.04% | -5.4% |
| SLB | Buy | SCHLUMBERGER LTD | $1,130,000 | +2.9% | 37,725 | +1.8% | 0.04% | -10.3% |
| LIN | Sell | LINDE PLC | $1,097,000 | +17.7% | 3,167 | -0.2% | 0.03% | +3.0% |
| CB | Buy | CHUBB LIMITED | $1,075,000 | +17.2% | 5,560 | +5.2% | 0.03% | +6.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,070,000 | +24.3% | 7,591 | +12.3% | 0.03% | +10.0% |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $1,034,000 | +7.3% | 14,029 | 0.0% | 0.03% | -5.9% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,018,000 | +1.4% | 46,390 | -0.0% | 0.03% | -8.6% |
| YUM | Buy | YUM BRANDS INC | $1,025,000 | +100.2% | 7,382 | +76.5% | 0.03% | +77.8% |
| WMB | Buy | WILLIAMS COS INC | $996,000 | +1.8% | 38,280 | +1.6% | 0.03% | -8.8% |
| KMI | Sell | KINDER MORGAN INC DEL | $999,000 | -6.5% | 62,985 | -1.4% | 0.03% | -18.4% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $960,000 | +8.2% | 549 | +12.5% | 0.03% | -3.2% |
| INTU | Sell | INTUIT | $967,000 | +14.7% | 1,503 | -3.8% | 0.03% | 0.0% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $937,000 | +23.9% | 3,681 | +15.0% | 0.03% | +7.4% |
| PH | Sell | PARKER-HANNIFIN CORP | $898,000 | +6.9% | 2,823 | -6.0% | 0.03% | -6.7% |
| CTAS | CINTAS CORP | $907,000 | +16.3% | 2,049 | 0.0% | 0.03% | +3.7% | |
| COP | Buy | CONOCOPHILLIPS | $894,000 | +20.0% | 12,384 | +12.6% | 0.03% | +7.7% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC INC | $910,000 | +19.3% | 8,508 | -0.4% | 0.03% | +3.7% |
| TSLA | Buy | TESLA INC | $899,000 | +303.1% | 851 | +196.5% | 0.03% | +250.0% |
| AVGO | Buy | BROADCOM INC | $908,000 | +52.9% | 1,364 | +11.2% | 0.03% | +33.3% |
| ATO | Buy | ATMOS ENERGY CORP | $859,000 | +72.1% | 8,195 | +44.8% | 0.03% | +50.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $873,000 | +7.9% | 2,229 | +11.4% | 0.03% | -6.9% |
| Buy | GENERAL ELECTRIC CO | $849,000 | -4.8% | 8,991 | +3.8% | 0.03% | -16.1% | |
| EOS | Sell | EATON VANCE ENHANCED EQUITY | $829,000 | -0.6% | 33,708 | -6.2% | 0.03% | -10.3% |
| STWD | Buy | STARWOOD PPTY TR INC | $807,000 | +1.9% | 33,223 | +2.4% | 0.02% | -10.7% |
| WPC | Sell | WP CAREY INC | $791,000 | +2.2% | 9,650 | -9.0% | 0.02% | -7.4% |
| PREF | Sell | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $812,000 | -15.8% | 40,032 | -13.9% | 0.02% | -26.5% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $797,000 | +110.3% | 5,823 | +76.5% | 0.02% | +92.3% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $751,000 | +5.8% | 24,533 | +4.7% | 0.02% | -8.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $744,000 | +56.6% | 4,458 | +53.8% | 0.02% | +35.3% |
| IYY | ISHARES TRdow jones us etf | $693,000 | +9.1% | 5,884 | 0.0% | 0.02% | 0.0% | |
| SNY | Sell | SANOFIsponsored adr | $694,000 | -7.2% | 13,861 | -10.7% | 0.02% | -15.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $706,000 | +14.8% | 12,699 | +3.7% | 0.02% | 0.0% |
| SON | Buy | SONOCO PRODS CO | $719,000 | +2.1% | 12,424 | +5.1% | 0.02% | -12.0% |
| SHV | Sell | ISHARES TRshort treas bd | $683,000 | -18.9% | 6,182 | -18.9% | 0.02% | -30.0% |
| HSY | HERSHEY CO | $681,000 | +14.3% | 3,520 | 0.0% | 0.02% | 0.0% | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $666,000 | 0.0% | 17,072 | -3.8% | 0.02% | -8.7% |
| ZTS | Buy | ZOETIS INCcl a | $679,000 | +140.8% | 2,783 | +91.1% | 0.02% | +110.0% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $670,000 | +2.1% | 13,622 | +2.6% | 0.02% | -8.7% |
| GPC | Sell | GENUINE PARTS CO | $685,000 | +11.7% | 4,885 | -3.3% | 0.02% | -4.5% |
| TREX | Buy | TREX CO INC | $641,000 | +68.2% | 4,747 | +27.2% | 0.02% | +53.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $631,000 | +1.3% | 16,238 | +0.9% | 0.02% | -9.1% |
| XYL | XYLEM INC | $629,000 | -3.1% | 5,246 | 0.0% | 0.02% | -13.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $604,000 | +15.3% | 13,707 | 0.0% | 0.02% | +5.6% | |
| C | Buy | CITIGROUP INC | $600,000 | +82.4% | 9,943 | +112.1% | 0.02% | +58.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $586,000 | +12.0% | 2,924 | +9.3% | 0.02% | 0.0% |
| BA | Buy | BOEING CO | $547,000 | -6.0% | 2,719 | +2.6% | 0.02% | -19.0% |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $531,000 | -50.5% | 10,400 | -49.9% | 0.02% | -55.3% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $544,000 | +19.3% | 1,470 | -3.3% | 0.02% | +6.2% |
| HRL | Sell | HORMEL FOODS CORP | $532,000 | +11.3% | 10,909 | -6.4% | 0.02% | 0.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $512,000 | +7.3% | 8,461 | 0.0% | 0.02% | -5.9% | |
| DD | Buy | DUPONT DE NEMOURS INC | $526,000 | +27.1% | 6,506 | +6.7% | 0.02% | +6.7% |
| ROP | ROPER TECHNOLOGIES INC | $498,000 | +10.2% | 1,013 | 0.0% | 0.02% | 0.0% | |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $516,000 | +1.8% | 1,045 | -0.1% | 0.02% | -11.1% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $488,000 | +4.1% | 7,145 | 0.0% | 0.02% | -11.8% | |
| EPAM | EPAM SYSTEMS INC | $487,000 | +17.1% | 730 | 0.0% | 0.02% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $480,000 | +9.3% | 1,817 | 0.0% | 0.02% | 0.0% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $483,000 | -1.6% | 735 | -0.3% | 0.02% | -11.8% |
| AEE | Sell | AMEREN CORP | $485,000 | +9.7% | 5,450 | -0.2% | 0.02% | -6.2% |
| PODD | INSULET CORP | $489,000 | -6.5% | 1,838 | 0.0% | 0.02% | -16.7% | |
| VMC | VULCAN MATLS CO | $471,000 | +23.0% | 2,265 | 0.0% | 0.02% | +15.4% | |
| DFAC | Sell | DIMENSIONAL ETF TRus core equity 2 | $478,000 | +7.9% | 16,494 | -1.2% | 0.02% | -6.2% |
| F | Buy | FORD MTR CO DEL | $474,000 | +71.7% | 22,800 | +17.2% | 0.02% | +50.0% |
| PGR | Buy | PROGRESSIVE CORP | $476,000 | +15.5% | 4,639 | +1.9% | 0.02% | 0.0% |
| PRU | Sell | PRUDENTIAL FINL INC | $466,000 | +1.7% | 4,308 | -1.1% | 0.02% | -6.2% |
| ARCC | ARES CAPITAL CORP | $461,000 | +4.1% | 21,774 | 0.0% | 0.01% | -12.5% | |
| J | JACOBS ENGR GROUP INC | $456,000 | +4.8% | 3,278 | 0.0% | 0.01% | -6.7% | |
| TRP | Buy | TC ENERGY CORP | $452,000 | +0.4% | 9,711 | +3.7% | 0.01% | -12.5% |
| FND | Buy | FLOOR & DECOR HLDGS INCcl a | $454,000 | +45.5% | 3,489 | +35.1% | 0.01% | +27.3% |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $452,000 | +6.4% | 1,892 | 0.0% | 0.01% | -6.7% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $455,000 | +16.7% | 8,721 | +5.2% | 0.01% | 0.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $462,000 | +1026.8% | 2,285 | +860.1% | 0.01% | +1300.0% |
| DHI | Buy | D R HORTON INC | $452,000 | +105.5% | 4,167 | +59.0% | 0.01% | +75.0% |
| VEEV | Buy | VEEVA SYS INC | $407,000 | +57.1% | 1,593 | +77.4% | 0.01% | +44.4% |
| MS | Buy | MORGAN STANLEY | $420,000 | +1.0% | 4,284 | +0.3% | 0.01% | -13.3% |
| IBB | ISHARES TRishares biotech | $401,000 | -5.4% | 2,625 | 0.0% | 0.01% | -13.3% | |
| PLD | Buy | PROLOGIS INC. | $410,000 | +673.6% | 2,437 | +481.6% | 0.01% | +550.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $408,000 | +22.9% | 1,392 | +23.4% | 0.01% | +8.3% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $422,000 | -31.6% | 3,990 | -31.7% | 0.01% | -40.9% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $420,000 | +61.5% | 1,548 | +38.3% | 0.01% | +44.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $378,000 | +37.5% | 1,672 | +32.9% | 0.01% | +20.0% |
| AMD | New | ADVANCED MICRO DEVICES INC | $383,000 | – | 2,660 | +100.0% | 0.01% | – |
| CM | Sell | CANADIAN IMP BK COMM | $396,000 | -5.0% | 3,401 | -9.2% | 0.01% | -20.0% |
| TYL | Sell | TYLER TECHNOLOGIES INC | $369,000 | +17.1% | 687 | -0.1% | 0.01% | +9.1% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $388,000 | +7.8% | 2,368 | -2.5% | 0.01% | -7.7% |
| FOCS | Buy | FOCUS FINL PARTNERS INC | $359,000 | +47.7% | 6,017 | +29.8% | 0.01% | +22.2% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $364,000 | 0.0% | 3,028 | -7.3% | 0.01% | -15.4% |
| PSX | Sell | PHILLIPS 66 | $359,000 | +2.0% | 4,952 | -1.3% | 0.01% | -8.3% |
| GNRC | Buy | GENERAC HLDGS INC | $344,000 | +10.6% | 977 | +28.2% | 0.01% | 0.0% |
| NVS | Buy | NOVARTIS AGsponsored adr | $357,000 | +62.3% | 4,084 | +52.1% | 0.01% | +37.5% |
| MNST | New | MONSTER BEVERAGE CORP NEW | $363,000 | – | 3,784 | +100.0% | 0.01% | – |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $365,000 | +18.9% | 1,786 | +4.4% | 0.01% | 0.0% |
| ET | ENERGY TRANSFER L P | $358,000 | -14.1% | 43,511 | 0.0% | 0.01% | -26.7% | |
| AMP | Sell | AMERIPRISE FINL INC | $340,000 | +9.7% | 1,128 | -4.0% | 0.01% | 0.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $357,000 | +44.0% | 4,440 | +37.5% | 0.01% | +22.2% |
| YETI | YETI HLDGS INC | $368,000 | -3.4% | 4,442 | 0.0% | 0.01% | -15.4% | |
| NVMI | New | NOVA LTD | $362,000 | – | 2,473 | +100.0% | 0.01% | – |
| IYR | Buy | ISHARES TRu.s. real es etf | $359,000 | +14.0% | 3,089 | +0.4% | 0.01% | 0.0% |
| SAIA | SAIA INC | $349,000 | +41.3% | 1,037 | 0.0% | 0.01% | +22.2% | |
| JNK | Buy | SPDR SER TRbloomberg high y | $338,000 | +9.7% | 3,112 | +10.5% | 0.01% | 0.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $342,000 | +17.1% | 5,534 | +6.5% | 0.01% | +10.0% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $309,000 | +13.6% | 2,830 | +14.5% | 0.01% | 0.0% |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $314,000 | +11.7% | 850 | 0.0% | 0.01% | 0.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $306,000 | +12.5% | 1,241 | -5.8% | 0.01% | 0.0% |
| ETSY | Buy | ETSY INC | $335,000 | +8.4% | 1,528 | +2.7% | 0.01% | -9.1% |
| ENPH | Buy | ENPHASE ENERGY INC | $334,000 | +23.7% | 1,825 | +1.3% | 0.01% | 0.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $315,000 | +31.2% | 3,898 | +20.8% | 0.01% | +25.0% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $332,000 | +14.1% | 3,666 | -0.3% | 0.01% | 0.0% |
| LUV | Sell | SOUTHWEST AIRLS CO | $332,000 | -61.9% | 7,752 | -54.2% | 0.01% | -67.7% |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $328,000 | +9.3% | 1,500 | 0.0% | 0.01% | -9.1% | |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $309,000 | -0.6% | 5,845 | 0.0% | 0.01% | -9.1% | |
| GLOB | Sell | GLOBANT S A | $319,000 | +10.0% | 1,018 | -1.5% | 0.01% | 0.0% |
| USMV | Buy | ISHARES TRmsci usa min vol | $296,000 | +18.4% | 3,656 | +7.5% | 0.01% | 0.0% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $277,000 | +4.9% | 5,121 | +0.5% | 0.01% | 0.0% |
| IAT | ISHARES TRus regnl bks etf | $282,000 | +1.8% | 4,565 | 0.0% | 0.01% | -10.0% | |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $281,000 | +12.0% | 4,971 | +1.1% | 0.01% | 0.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $299,000 | -2.6% | 10,101 | +0.4% | 0.01% | -18.2% |
| HUM | Sell | HUMANA INC | $280,000 | +19.1% | 603 | -0.2% | 0.01% | +12.5% |
| JEF | JEFFERIES FINL GROUP INC | $297,000 | +4.6% | 7,655 | 0.0% | 0.01% | -10.0% | |
| ESI | ELEMENT SOLUTIONS INC | $264,000 | +12.3% | 10,853 | 0.0% | 0.01% | 0.0% | |
| JCI | New | JOHNSON CONTROLS INTL | $270,000 | – | 3,317 | +100.0% | 0.01% | – |
| SKOR | FLEXSHAREScr scd us bd | $253,000 | -2.3% | 4,800 | 0.0% | 0.01% | -11.1% | |
| PTF | INVESCO EXCHANGE TRADED FD Tdwa technology | $256,000 | +10.8% | 1,540 | 0.0% | 0.01% | 0.0% | |
| MCK | Sell | MCKESSON CORP | $265,000 | +24.4% | 1,067 | -0.2% | 0.01% | 0.0% |
| ITT | ITT INC | $268,000 | +19.1% | 2,623 | 0.0% | 0.01% | 0.0% | |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $250,000 | +42.9% | 3,694 | +26.5% | 0.01% | +33.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $252,000 | +2.9% | 2,459 | +0.5% | 0.01% | -11.1% |
| DXCM | New | DEXCOM INC | $268,000 | – | 500 | +100.0% | 0.01% | – |
| BP | Buy | BP PLCsponsored adr | $245,000 | -2.0% | 9,193 | +0.4% | 0.01% | -11.1% |
| HLNE | Sell | HAMILTON LANE INCcl a | $263,000 | +20.6% | 2,533 | -1.5% | 0.01% | 0.0% |
| ED | CONSOLIDATED EDISON INC | $259,000 | +17.7% | 3,032 | 0.0% | 0.01% | 0.0% | |
| HPQ | New | HP INC | $256,000 | – | 6,807 | +100.0% | 0.01% | – |
| NUE | New | NUCOR CORP | $256,000 | – | 2,248 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP | $222,000 | – | 309 | +100.0% | 0.01% | – |
| LPX | Sell | LOUISIANA PAC CORP | $219,000 | -16.7% | 2,793 | -34.7% | 0.01% | -22.2% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $229,000 | – | 1,039 | +100.0% | 0.01% | – |
| EQIX | Buy | EQUINIX INC | $233,000 | +628.1% | 275 | +587.5% | 0.01% | +600.0% |
| CE | New | CELANESE CORP DEL | $237,000 | – | 1,413 | +100.0% | 0.01% | – |
| HYEM | Buy | VANECK ETF TRUSTemerging mrkt hi | $235,000 | -2.1% | 10,473 | +1.4% | 0.01% | -12.5% |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $230,000 | – | 2,415 | +100.0% | 0.01% | – |
| MRNA | Sell | MODERNA INC | $210,000 | -67.1% | 826 | -50.2% | 0.01% | -68.2% |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $217,000 | -1.8% | 5,000 | 0.0% | 0.01% | -12.5% | |
| TEL | New | TE CONNECTIVITY LTD | $223,000 | – | 1,383 | +100.0% | 0.01% | – |
| OKE | ONEOK INC NEW | $225,000 | +1.4% | 3,835 | 0.0% | 0.01% | -12.5% | |
| XLC | Buy | SELECT SECTOR SPDR TR | $217,000 | -1.4% | 2,799 | +1.8% | 0.01% | -12.5% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $218,000 | -76.1% | 6,672 | -75.7% | 0.01% | -78.1% |
| SPLV | New | INVESCO EXCHANGE TRADED FD Ts&p500 low vol | $218,000 | – | 3,173 | +100.0% | 0.01% | – |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $237,000 | +8.7% | 2,098 | 0.0% | 0.01% | -12.5% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $184,000 | +7.6% | 12,251 | 0.0% | 0.01% | 0.0% | |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $204,000 | – | 923 | +100.0% | 0.01% | – |
| VLUE | New | ISHARES TRmsci usa value | $203,000 | – | 1,851 | +100.0% | 0.01% | – |
| KR | New | KROGER CO | $207,000 | – | 4,578 | +100.0% | 0.01% | – |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $207,000 | -2.4% | 4,879 | -0.1% | 0.01% | -14.3% |
| EEMA | Buy | ISHARES INCmsci em asia etf | $204,000 | -1.0% | 2,488 | +2.1% | 0.01% | -14.3% |
| VTWO | VANGUARD SCOTTSDALE FDSvng rus2000idx | $206,000 | +1.5% | 2,297 | 0.0% | 0.01% | -14.3% | |
| DGX | New | QUEST DIAGNOSTICS INC | $203,000 | – | 1,175 | +100.0% | 0.01% | – |
| WFCPRL | New | WELLS FARGO CO NEWperp pfd cnv a | $194,000 | – | 130 | +100.0% | 0.01% | – |
| IP | Buy | INTERNATIONAL PAPER CO | $152,000 | +17.8% | 3,232 | +40.3% | 0.01% | 0.0% |
| DKNG | New | DRAFTKINGS INC | $160,000 | – | 5,825 | +100.0% | 0.01% | – |
| BSL | BLACKSTONE SENIOR FLOATNG RA | $149,000 | +4.9% | 8,659 | 0.0% | 0.01% | 0.0% | |
| CP | New | CANADIAN PAC RY LTD | $128,000 | – | 1,778 | +100.0% | 0.00% | – |
| CLR | CONTINENTAL RES INC | $121,000 | -3.2% | 2,704 | 0.0% | 0.00% | 0.0% | |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $114,000 | – | 1,000 | +100.0% | 0.00% | – |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $124,000 | +4.2% | 1,625 | 0.0% | 0.00% | 0.0% | |
| DELL | Sell | DELL TECHNOLOGIES INCcl c | $111,000 | -78.3% | 1,980 | -59.7% | 0.00% | -83.3% |
| SGRY | SURGERY PARTNERS INC | $107,000 | +25.9% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TPR | TAPESTRY INC | $95,000 | +10.5% | 2,334 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $92,000 | +8.2% | 1,202 | 0.0% | 0.00% | 0.0% | |
| JHAA | NUVEEN CORPORATE INCOME 2023 | $110,000 | +0.9% | 11,000 | 0.0% | 0.00% | -25.0% | |
| NKLA | NIKOLA CORP | $111,000 | -7.5% | 11,265 | 0.0% | 0.00% | -25.0% | |
| VMW | New | VMWARE INC | $101,000 | – | 871 | +100.0% | 0.00% | – |
| TIP | Buy | ISHARES TRtips bd etf | $95,000 | +72.7% | 737 | +72.6% | 0.00% | +50.0% |
| SLV | Buy | ISHARES SILVER TRishares | $82,000 | +60.8% | 3,794 | +51.8% | 0.00% | +50.0% |
| HIG | HARTFORD FINL SVCS GROUP INC | $50,000 | -2.0% | 720 | 0.0% | 0.00% | 0.0% | |
| TTD | THE TRADE DESK INC | $69,000 | +30.2% | 750 | 0.0% | 0.00% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QUALITY | $55,000 | +1.9% | 3,700 | 0.0% | 0.00% | 0.0% | |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $56,000 | -24.3% | 435 | -33.6% | 0.00% | -33.3% |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $60,000 | +1.7% | 3,591 | 0.0% | 0.00% | 0.0% | |
| DON | WISDOMTREE TRus midcap divid | $71,000 | +7.6% | 1,599 | 0.0% | 0.00% | 0.0% | |
| RHP | Sell | RYMAN HOSPITALITY PPTYS INC | $61,000 | -7.6% | 662 | -15.5% | 0.00% | 0.0% |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $57,000 | -1.7% | 2,524 | 0.0% | 0.00% | 0.0% | |
| CRL | CHARLES RIV LABS INTL INC | $50,000 | -9.1% | 134 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT RLTY CAP INC NEW | $53,000 | +3.9% | 1,102 | 0.0% | 0.00% | 0.0% | |
| AN | AUTONATION INC | $77,000 | -3.8% | 660 | 0.0% | 0.00% | -33.3% | |
| MAA | MID-AMER APT CMNTYS INC | $72,000 | +22.0% | 314 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $52,000 | +2.0% | 1,190 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $64,000 | +3.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PPT | PUTNAM | $77,000 | -6.1% | 17,970 | 0.0% | 0.00% | -33.3% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $54,000 | +8.0% | 514 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $49,000 | +6.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC | $49,000 | +22.5% | 1,892 | 0.0% | 0.00% | +100.0% | |
| ONB | OLD NATL BANCORP IND | $55,000 | +5.8% | 3,051 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $39,000 | +21.9% | 225 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl a | $36,000 | +2.9% | 2,000 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $45,000 | +4.7% | 2,510 | 0.0% | 0.00% | -50.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $23,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| IGR | Sell | CBRE CLARION GLOBAL REAL EST | $32,000 | +6.7% | 3,274 | -8.5% | 0.00% | 0.0% |
| FBK | FB FINL CORP | $45,000 | +2.3% | 1,026 | 0.0% | 0.00% | -50.0% | |
| OTIS | OTIS WORLDWIDE CORP | $18,000 | +5.9% | 205 | 0.0% | 0.00% | 0.0% | |
| TWO | Sell | TWO HBRS INVT CORP | $26,000 | -51.9% | 4,557 | -46.7% | 0.00% | -50.0% |
| NYC | NEW YORK CITY REIT INC | $33,000 | +32.0% | 3,126 | 0.0% | 0.00% | 0.0% | |
| BGB | BLACKSTONE STRATEGIC CREDIT | $30,000 | -3.2% | 2,234 | 0.0% | 0.00% | 0.0% | |
| DVN | New | DEVON ENERGY CORP NEW | $21,000 | – | 472 | +100.0% | 0.00% | – |
| BAX | BAXTER INTL INC | $21,000 | +10.5% | 240 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $21,000 | +90.9% | 514 | +49.0% | 0.00% | – |
| PDI | New | PIMCO DYNAMIC INCOME FD | $30,000 | – | 1,145 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $19,000 | – | 250 | +100.0% | 0.00% | – |
| EBAY | EBAY INC. | $21,000 | -4.5% | 311 | 0.0% | 0.00% | 0.0% | |
| MELI | MERCADOLIBRE INC | $27,000 | -20.6% | 20 | 0.0% | 0.00% | 0.0% | |
| SMMF | SUMMIT FINL GROUP INC | $20,000 | +11.1% | 744 | 0.0% | 0.00% | 0.0% | |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $23,000 | +21.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PWR | QUANTA SVCS INC | $31,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| DISCA | Buy | DISCOVERY INC | $30,000 | +114.3% | 1,290 | +127.9% | 0.00% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $19,000 | – | 443 | +100.0% | 0.00% | – |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18,000 | 0.0% | 2,255 | 0.0% | 0.00% | 0.0% | |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $26,000 | – | 1,230 | +100.0% | 0.00% | – |
| FVD | FIRST TR VALUE LINE DIVID IN | $29,000 | +11.5% | 670 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $26,000 | +18.2% | 454 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $42,000 | 0.0% | 127 | 0.0% | 0.00% | 0.0% | |
| VNT | VONTIER CORPORATION | $15,000 | -6.2% | 479 | 0.0% | 0.00% | -100.0% | |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $7,000 | 0.0% | 378 | 0.0% | 0.00% | – | |
| RUN | Exit | SUNRUN INC | $0 | – | -220 | -100.0% | 0.00% | – |
| BAMR | Exit | BROOKFIELD ASSET MGMT REINScl a exch lt vtg | $0 | – | -131 | -100.0% | 0.00% | – |
| SSB | SOUTHSTATE CORPORATION | $14,000 | +7.7% | 176 | 0.0% | 0.00% | – | |
| ASHR | Exit | DBX ETF TRxtrack hrvst csi | $0 | – | -335 | -100.0% | 0.00% | – |
| New | SYLVAMO CORP | $5,000 | – | 176 | +100.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $2,000 | – | 125 | +100.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $11,000 | 0.0% | 797 | -5.3% | 0.00% | – |
| PENN | Exit | PENN NATL GAMING INC | $0 | – | -100 | -100.0% | 0.00% | – |
| O | REALTY INCOME CORP | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| ZOM | New | ZOMEDICA CORP | $4,000 | – | 12,500 | +100.0% | 0.00% | – |
| ATVI | ACTIVISION BLIZZARD INC | $13,000 | -13.3% | 190 | 0.0% | 0.00% | -100.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $16,000 | -27.3% | 895 | 0.0% | 0.00% | -100.0% | |
| RBNC | RELIANT BANCORP INC | $3,000 | 0.0% | 96 | 0.0% | 0.00% | – | |
| LBTYA | LIBERTY GLOBAL PLCsh cl a | $3,000 | 0.0% | 95 | 0.0% | 0.00% | – | |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -270 | -100.0% | 0.00% | – |
| EQL | Sell | ALPS ETF TRequal sec etf | $15,000 | -16.7% | 140 | -24.3% | 0.00% | -100.0% |
| OGN | ORGANON & CO | $0 | – | 4 | 0.0% | 0.00% | – | |
| New | ORION OFFICE REIT INC | $0 | – | 4 | +100.0% | 0.00% | – | |
| CDK | CDK GLOBAL INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| JFR | NUVEEN FLOATING RATE INCOME | $13,000 | 0.0% | 1,280 | 0.0% | 0.00% | – | |
| NJR | NEW JERSEY RES CORP | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – | |
| TWTR | TWITTER INC | $16,000 | -27.3% | 360 | 0.0% | 0.00% | -100.0% | |
| BKH | BLACK HILLS CORP | $3,000 | +50.0% | 37 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $15,000 | -21.1% | 350 | 0.0% | 0.00% | -100.0% | |
| MIC | MACQUARIE INFRASTR HOLD LLC | $5,000 | -91.5% | 1,450 | 0.0% | 0.00% | -100.0% | |
| FLO | FLOWERS FOODS INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| WEC | WEC ENERGY GROUP INC | $16,000 | +14.3% | 164 | 0.0% | 0.00% | – | |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -55 | -100.0% | -0.00% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -130 | -100.0% | -0.00% | – |
| XTN | Exit | SPDR SER TRs&p transn etf | $0 | – | -264 | -100.0% | -0.00% | – |
| SNV | Exit | SYNOVUS FINL CORP | $0 | – | -565 | -100.0% | -0.00% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -520 | -100.0% | -0.00% | – |
| PCI | Exit | PIMCO DYNAMIC CR INCOME FD | $0 | – | -1,400 | -100.0% | -0.00% | – |
| APTV | Exit | APTIV PLC | $0 | – | -155 | -100.0% | -0.00% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -40 | -100.0% | -0.00% | – |
| PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -1,255 | -100.0% | -0.00% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -565 | -100.0% | -0.00% | – |
| TVTY | Exit | TIVITY HEALTH INC | $0 | – | -5,000 | -100.0% | -0.00% | – |
| OLED | Exit | UNIVERSAL DISPLAY CORP | $0 | – | -1,240 | -100.0% | -0.01% | – |
| RH | Exit | RH | $0 | – | -342 | -100.0% | -0.01% | – |
| UNM | Exit | UNUM GROUP | $0 | – | -8,595 | -100.0% | -0.01% | – |
| RVLV | Exit | REVOLVE GROUP INCcl a | $0 | – | -3,881 | -100.0% | -0.01% | – |
| FIVE | Exit | FIVE BELOW INC | $0 | – | -1,320 | -100.0% | -0.01% | – |
| LHCG | Exit | LHC GROUP INC | $0 | – | -1,519 | -100.0% | -0.01% | – |
| WMS | Exit | ADVANCED DRAIN SYS INC DEL | $0 | – | -2,179 | -100.0% | -0.01% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -1,067 | -100.0% | -0.01% | – |
| XEC | Exit | CIMAREX ENERGY CO | $0 | – | -3,312 | -100.0% | -0.01% | – |
| FRPT | Exit | FRESHPET INC | $0 | – | -1,986 | -100.0% | -0.01% | – |
| NEO | Exit | NEOGENOMICS INC | $0 | – | -6,578 | -100.0% | -0.01% | – |
| PZA | Exit | INVESCO EXCHANGE TRADED FD Tnatl amt muni | $0 | – | -16,242 | -100.0% | -0.02% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -7,010 | -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 2022-02-01
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 |
|---|---|
| 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 |
| 4/A | 2024-03-29 |
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.