$3.16 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 957 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 17.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $150,045,000 | -3.0% | 361,406 | +2.0% | 4.75% | -1.6% |
| AAPL | Buy | APPLE INC | $141,333,000 | +1.2% | 809,419 | +2.9% | 4.48% | +2.7% |
| MSFT | Buy | MICROSOFT CORP | $118,835,000 | -6.1% | 385,440 | +2.4% | 3.76% | -4.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $92,686,000 | -7.1% | 205,219 | -2.4% | 2.94% | -5.8% |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $67,863,000 | -4.2% | 736,998 | -0.7% | 2.15% | -2.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $62,634,000 | +8.1% | 122,818 | +6.4% | 1.98% | +9.6% |
| AMZN | Buy | AMAZON COM INC | $60,645,000 | +20.4% | 18,603 | +23.1% | 1.92% | +22.1% |
| V | Buy | VISA INC | $55,516,000 | +5.1% | 250,334 | +2.7% | 1.76% | +6.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $54,410,000 | -12.0% | 399,136 | +2.3% | 1.72% | -10.7% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $49,683,000 | +72.5% | 596,073 | +77.1% | 1.57% | +75.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $48,387,000 | +2.1% | 17,397 | +6.3% | 1.53% | +3.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $48,346,000 | -9.3% | 174,137 | -0.1% | 1.53% | -7.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $41,995,000 | +5.6% | 874,366 | +12.2% | 1.33% | +7.2% |
| UNP | Buy | UNION PAC CORP | $41,870,000 | +20.5% | 153,253 | +11.1% | 1.33% | +22.3% |
| HCA | Buy | HCA HEALTHCARE INC | $40,078,000 | +5.9% | 159,917 | +8.5% | 1.27% | +7.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $37,024,000 | +17.4% | 70 | 0.0% | 1.17% | +19.0% | |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $36,408,000 | +12.5% | 706,258 | +19.8% | 1.15% | +14.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $35,371,000 | -4.5% | 12,664 | -1.0% | 1.12% | -3.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $32,829,000 | -12.0% | 55,580 | -0.6% | 1.04% | -10.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $31,077,000 | +37.0% | 70,408 | +10.3% | 0.98% | +39.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $30,892,000 | -4.9% | 395,597 | -1.0% | 0.98% | -3.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $30,667,000 | -18.1% | 106,633 | -8.6% | 0.97% | -16.9% |
| EMR | Buy | EMERSON ELEC CO | $29,801,000 | +12.8% | 303,932 | +6.9% | 0.94% | +14.4% |
| XOM | Buy | EXXON MOBIL CORP | $29,000,000 | +43.6% | 351,128 | +6.4% | 0.92% | +45.7% |
| CVX | Buy | CHEVRON CORP NEW | $28,979,000 | +47.4% | 177,969 | +6.2% | 0.92% | +49.5% |
| CVS | Buy | CVS HEALTH CORP | $28,913,000 | +2.9% | 285,677 | +4.9% | 0.92% | +4.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $28,245,000 | +0.9% | 124,135 | +9.3% | 0.89% | +2.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $27,441,000 | +0.3% | 154,830 | -3.2% | 0.87% | +1.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $26,267,000 | -7.3% | 115,374 | -1.7% | 0.83% | -5.9% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $25,788,000 | -3.6% | 155,367 | -2.5% | 0.82% | -2.2% |
| HD | Buy | HOME DEPOT INC | $24,735,000 | -24.8% | 82,637 | +4.3% | 0.78% | -23.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $24,409,000 | -6.1% | 521,332 | +1.0% | 0.77% | -4.7% |
| ABBV | Sell | ABBVIE INC | $23,298,000 | +17.4% | 143,719 | -2.0% | 0.74% | +19.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $23,087,000 | +23.1% | 123,458 | +7.7% | 0.73% | +25.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $22,872,000 | +3.5% | 106,650 | +3.5% | 0.72% | +5.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $22,180,000 | -12.6% | 301,365 | -6.6% | 0.70% | -11.4% |
| NEE | Buy | NEXTERA ENERGY INC | $21,745,000 | -6.8% | 256,701 | +2.7% | 0.69% | -5.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $21,718,000 | -8.1% | 470,815 | -1.4% | 0.69% | -6.6% |
| VLO | Buy | VALERO ENERGY CORP | $20,735,000 | +50.8% | 204,202 | +11.6% | 0.66% | +53.1% |
| USB | Buy | US BANCORP DEL | $19,656,000 | -0.8% | 369,797 | +4.9% | 0.62% | +0.6% |
| DIS | Buy | DISNEY WALT CO | $19,547,000 | -4.9% | 142,512 | +7.4% | 0.62% | -3.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $19,147,000 | +3.4% | 93,276 | +12.1% | 0.61% | +4.8% |
| NKE | Sell | NIKE INCcl b | $18,434,000 | -21.9% | 136,994 | -3.2% | 0.58% | -20.7% |
| INTC | Buy | INTEL CORP | $18,027,000 | +0.0% | 363,757 | +3.9% | 0.57% | +1.4% |
| PFE | Sell | PFIZER INC | $17,719,000 | -13.5% | 342,282 | -1.3% | 0.56% | -12.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $17,135,000 | +17.6% | 29,756 | +15.9% | 0.54% | +19.3% |
| ICSH | Sell | ISHARES TRblackrock ultra | $16,920,000 | -0.6% | 337,372 | -0.2% | 0.54% | +0.9% |
| ETN | Buy | EATON CORP PLC | $16,521,000 | -9.2% | 108,863 | +3.3% | 0.52% | -7.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $16,431,000 | -2.8% | 61,232 | +2.6% | 0.52% | -1.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $16,351,000 | -8.9% | 107,010 | -2.5% | 0.52% | -7.5% |
| DHR | Buy | DANAHER CORPORATION | $16,291,000 | -9.7% | 55,539 | +1.3% | 0.52% | -8.3% |
| TFC | Buy | TRUIST FINL CORP | $16,277,000 | -2.1% | 287,070 | +1.1% | 0.52% | -0.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $16,241,000 | -16.7% | 64,647 | -3.0% | 0.51% | -15.5% |
| MRK | Buy | MERCK & CO. INC | $15,644,000 | +8.1% | 190,664 | +1.0% | 0.50% | +9.5% |
| SPSB | Buy | SPDR SER TRportfolio short | $15,582,000 | +1.5% | 517,181 | +4.4% | 0.49% | +2.9% |
| BMO | Buy | BANK MONTREAL QUE | $15,535,000 | +18.1% | 131,682 | +7.8% | 0.49% | +19.7% |
| AZO | Sell | AUTOZONE INC | $15,425,000 | -20.3% | 7,544 | -18.3% | 0.49% | -19.2% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $15,286,000 | -1.2% | 125,245 | +4.2% | 0.48% | +0.2% |
| SPGI | Buy | S&P GLOBAL INC | $15,150,000 | -7.7% | 36,934 | +6.2% | 0.48% | -6.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $15,056,000 | -5.8% | 63,306 | +0.9% | 0.48% | -4.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $15,055,000 | +19.8% | 42,659 | +1.5% | 0.48% | +21.7% |
| PEP | Sell | PEPSICO INC | $14,354,000 | -11.6% | 85,755 | -8.2% | 0.46% | -10.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $14,338,000 | -1.5% | 31,603 | +3.5% | 0.45% | 0.0% |
| AMGN | Sell | AMGEN INC | $14,064,000 | +6.4% | 58,160 | -1.0% | 0.44% | +8.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $13,969,000 | +27.7% | 57,919 | +10.4% | 0.44% | +29.6% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $13,973,000 | -4.6% | 40,289 | -0.1% | 0.44% | -3.3% |
| FB | Buy | META PLATFORMS INCcl a | $13,819,000 | -27.8% | 62,144 | +9.2% | 0.44% | -26.8% |
| MDT | Sell | MEDTRONIC PLC | $13,746,000 | +6.0% | 123,896 | -1.2% | 0.44% | +7.4% |
| CSCO | Buy | CISCO SYS INC | $13,473,000 | -4.0% | 241,623 | +9.1% | 0.43% | -2.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $13,244,000 | +7.5% | 122,772 | +14.1% | 0.42% | +8.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $13,208,000 | -33.4% | 114,206 | +8.5% | 0.42% | -32.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $13,152,000 | +51.6% | 53,001 | +72.1% | 0.42% | +53.5% |
| TJX | Buy | TJX COS INC NEW | $12,949,000 | -6.8% | 213,754 | +16.8% | 0.41% | -5.5% |
| KO | Sell | COCA COLA CO | $12,641,000 | +2.6% | 203,889 | -2.0% | 0.40% | +3.9% |
| LLY | Sell | LILLY ELI & CO | $12,556,000 | -4.2% | 43,846 | -7.6% | 0.40% | -2.7% |
| HON | Sell | HONEYWELL INTL INC | $12,409,000 | -28.7% | 63,771 | -23.6% | 0.39% | -27.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $12,306,000 | +3.4% | 25,092 | +9.2% | 0.39% | +5.1% |
| BLK | Sell | BLACKROCK INC | $12,281,000 | -20.7% | 16,072 | -5.0% | 0.39% | -19.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $12,134,000 | +96.7% | 68,963 | +99.9% | 0.38% | +99.0% |
| COF | Buy | CAPITAL ONE FINL CORP | $12,117,000 | -5.0% | 92,293 | +5.0% | 0.38% | -3.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $11,785,000 | -35.7% | 83,107 | -19.8% | 0.37% | -34.8% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $11,639,000 | +2.2% | 103,692 | +2.0% | 0.37% | +3.7% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $11,512,000 | +0.4% | 248,904 | +3.3% | 0.36% | +2.0% |
| EOG | Buy | EOG RES INC | $11,535,000 | +117.9% | 96,748 | +62.4% | 0.36% | +121.2% |
| IGSB | Buy | ISHARES TR | $11,534,000 | +7.9% | 222,991 | +12.4% | 0.36% | +9.3% |
| BAC | Buy | BK OF AMERICA CORP | $11,460,000 | +0.3% | 278,021 | +8.3% | 0.36% | +1.7% |
| WY | Buy | WEYERHAEUSER CO | $11,298,000 | -3.9% | 298,090 | +4.4% | 0.36% | -2.5% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $11,280,000 | -52.9% | 90,163 | -47.7% | 0.36% | -52.2% |
| NVDA | Buy | NVIDIA CORPORATION | $10,912,000 | +4.1% | 39,993 | +12.2% | 0.35% | +5.8% |
| NOW | Buy | SERVICENOW INC | $10,683,000 | +269.8% | 19,183 | +331.0% | 0.34% | +275.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $10,430,000 | +11.2% | 204,771 | +13.4% | 0.33% | +12.6% |
| PXD | Buy | PIONEER NAT RES CO | $10,382,000 | +37.9% | 41,522 | +0.3% | 0.33% | +40.0% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $10,370,000 | -2.2% | 98,815 | -1.3% | 0.33% | -0.9% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $10,285,000 | -13.6% | 102,330 | -1.0% | 0.33% | -12.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $10,233,000 | +6.8% | 163,002 | +12.8% | 0.32% | +8.4% |
| OMC | Buy | OMNICOM GROUP INC | $10,057,000 | +25.0% | 118,487 | +7.9% | 0.32% | +26.7% |
| QCOM | Buy | QUALCOMM INC | $10,016,000 | -6.7% | 65,540 | +11.7% | 0.32% | -5.4% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $9,990,000 | -16.0% | 37,890 | +0.1% | 0.32% | -14.8% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $9,632,000 | -6.5% | 117,615 | +0.1% | 0.30% | -5.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $9,569,000 | +483.8% | 21,003 | +627.0% | 0.30% | +494.1% |
| FDX | Buy | FEDEX CORP | $9,550,000 | -9.6% | 41,274 | +1.0% | 0.30% | -8.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $9,473,000 | -2.8% | 87,420 | +4.1% | 0.30% | -1.3% |
| DOW | Buy | DOW INC | $9,369,000 | +12.8% | 147,036 | +0.4% | 0.30% | +14.7% |
| ENB | Buy | ENBRIDGE INC | $9,011,000 | +32.8% | 195,516 | +12.7% | 0.28% | +34.4% |
| DEO | Sell | DIAGEO PLCspon adr new | $8,958,000 | -8.0% | 44,100 | -0.3% | 0.28% | -6.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $8,764,000 | -32.0% | 78,489 | -36.1% | 0.28% | -30.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $8,664,000 | -12.8% | 26,247 | +1.0% | 0.27% | -11.6% |
| DE | Sell | DEERE & CO | $8,015,000 | +19.2% | 19,292 | -1.6% | 0.25% | +21.0% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $8,034,000 | -6.2% | 43,520 | +6.0% | 0.25% | -4.9% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $8,003,000 | +15.4% | 32,208 | -0.9% | 0.25% | +17.1% |
| DG | Sell | DOLLAR GEN CORP NEW | $7,948,000 | -32.7% | 35,700 | -28.7% | 0.25% | -31.5% |
| TDG | TRANSDIGM GROUP INC | $7,931,000 | +2.4% | 12,173 | 0.0% | 0.25% | +3.7% | |
| CME | Buy | CME GROUP INC | $7,933,000 | +20.6% | 33,351 | +15.8% | 0.25% | +22.4% |
| DVY | Buy | ISHARES TRselect divid etf | $7,880,000 | +5.6% | 61,501 | +1.0% | 0.25% | +7.3% |
| WFC | Buy | WELLS FARGO CO NEW | $7,781,000 | +1.2% | 160,560 | +0.2% | 0.25% | +2.5% |
| SO | Buy | SOUTHERN CO | $7,547,000 | +10.7% | 104,081 | +4.7% | 0.24% | +12.2% |
| GM | Buy | GENERAL MTRS CO | $7,428,000 | -21.3% | 169,821 | +5.4% | 0.24% | -20.3% |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $7,282,000 | -8.5% | 36,775 | -2.9% | 0.23% | -6.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $7,197,000 | +5.6% | 76,615 | +6.8% | 0.23% | +7.0% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $7,168,000 | +6.3% | 46,033 | +6.9% | 0.23% | +7.6% |
| SCHW | Buy | SCHWAB CHARLES CORP | $7,092,000 | +2.6% | 84,109 | +2.3% | 0.22% | +4.2% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $6,940,000 | +75.2% | 96,784 | +113.8% | 0.22% | +77.4% |
| MU | Buy | MICRON TECHNOLOGY | $6,906,000 | -15.9% | 88,660 | +0.6% | 0.22% | -14.5% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $6,787,000 | +0.4% | 56,728 | +2.7% | 0.22% | +1.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $6,692,000 | -42.8% | 77,770 | -38.3% | 0.21% | -41.9% |
| KMB | Sell | KIMBERLY-CLARK CORP | $6,701,000 | -30.3% | 54,412 | -19.1% | 0.21% | -29.3% |
| MCD | Buy | MCDONALDS CORP | $6,619,000 | -4.9% | 26,768 | +3.1% | 0.21% | -3.2% |
| ABT | Buy | ABBOTT LABS | $6,624,000 | -13.7% | 55,961 | +2.6% | 0.21% | -12.5% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $6,624,000 | -13.0% | 54,773 | -4.7% | 0.21% | -11.8% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $6,442,000 | -42.1% | 85,736 | -33.0% | 0.20% | -41.2% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $6,387,000 | -40.9% | 62,378 | -39.7% | 0.20% | -40.1% |
| TMUS | Buy | T-MOBILE US INC | $6,286,000 | +50.5% | 48,977 | +35.9% | 0.20% | +53.1% |
| FLT | FLEETCOR TECHNOLOGIES INC | $6,210,000 | +11.3% | 24,935 | 0.0% | 0.20% | +13.2% | |
| FISV | Buy | FISERV INC | $6,142,000 | +21.2% | 60,571 | +24.0% | 0.20% | +23.4% |
| IEFA | Sell | ISHARES TRcore msci eafe | $6,119,000 | -15.4% | 88,037 | -9.2% | 0.19% | -14.2% |
| CRM | Buy | SALESFORCE COM INC | $6,047,000 | -7.9% | 28,484 | +10.2% | 0.19% | -6.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $6,021,000 | -5.7% | 2,564 | -3.6% | 0.19% | -4.0% |
| MO | Buy | ALTRIA GROUP INC | $5,992,000 | +37.0% | 114,687 | +24.2% | 0.19% | +38.7% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $5,958,000 | -7.1% | 105,321 | -0.8% | 0.19% | -5.5% |
| WMT | Buy | WALMART INC | $5,780,000 | +5.1% | 38,810 | +2.1% | 0.18% | +6.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,739,000 | +50.9% | 15,832 | +65.7% | 0.18% | +52.9% |
| CAT | Buy | CATERPILLAR INC | $5,587,000 | +24.8% | 25,070 | +15.8% | 0.18% | +26.4% |
| CPRT | Buy | COPART INC | $5,509,000 | +64.7% | 43,914 | +99.0% | 0.17% | +67.3% |
| RHI | ROBERT HALF INTL INC | $5,498,000 | +2.4% | 48,147 | 0.0% | 0.17% | +3.6% | |
| BX | Sell | BLACKSTONE GROUP INC | $5,317,000 | -1.9% | 41,886 | -0.0% | 0.17% | -0.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $5,075,000 | -12.7% | 52,719 | +0.0% | 0.16% | -11.0% |
| KMX | Buy | CARMAX INC | $5,059,000 | -4.7% | 52,434 | +28.6% | 0.16% | -3.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $4,938,000 | -16.7% | 19,760 | +1.4% | 0.16% | -15.7% |
| WM | Buy | WASTE MGMT INC DEL | $4,655,000 | -5.0% | 29,368 | +0.1% | 0.15% | -3.9% |
| ORCL | Sell | ORACLE CORP | $4,619,000 | -52.9% | 55,832 | -50.3% | 0.15% | -52.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $4,391,000 | -3.0% | 56,372 | +0.6% | 0.14% | -1.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $4,151,000 | +0.9% | 54,345 | +10.6% | 0.13% | +2.3% |
| SNA | New | SNAP ON INC | $4,014,000 | – | 19,535 | +100.0% | 0.13% | – |
| EFV | Sell | ISHARES TReafe value etf | $4,010,000 | -1.6% | 79,788 | -1.4% | 0.13% | 0.0% |
| GLD | Buy | SPDR GOLD TR | $4,018,000 | +6.3% | 22,243 | +0.6% | 0.13% | +7.6% |
| MCO | MOODYS CORP | $3,760,000 | -13.6% | 11,144 | 0.0% | 0.12% | -12.5% | |
| DXCM | Buy | DEXCOM INC | $3,714,000 | +1285.8% | 7,259 | +1351.8% | 0.12% | +1375.0% |
| HHC | Buy | HOWARD HUGHES CORP | $3,557,000 | +2.3% | 34,325 | +0.5% | 0.11% | +3.7% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $3,583,000 | -10.0% | 109,708 | +1.6% | 0.11% | -8.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,380,000 | +15.8% | 46,281 | -1.2% | 0.11% | +17.6% |
| T | Sell | AT&T INC | $3,331,000 | -18.3% | 140,936 | -14.9% | 0.10% | -17.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $3,255,000 | +97.8% | 42,575 | +43.5% | 0.10% | +102.0% |
| RF | Sell | REGIONS FINANCIAL CORP NEW | $3,251,000 | +0.9% | 146,073 | -1.2% | 0.10% | +2.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,221,000 | -6.5% | 9,013 | -6.0% | 0.10% | -4.7% |
| CHRW | Buy | C H ROBINSON WORLDWIDE INC | $3,023,000 | +0.7% | 28,065 | +0.6% | 0.10% | +2.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,038,000 | +12.9% | 52,746 | +20.2% | 0.10% | +14.3% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $2,995,000 | -2.0% | 35,935 | -0.4% | 0.10% | 0.0% |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,977,000 | -9.2% | 41,725 | -0.1% | 0.09% | -7.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,865,000 | -7.6% | 18,171 | -4.6% | 0.09% | -6.2% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $2,795,000 | -4.4% | 48,692 | +4.0% | 0.09% | -2.2% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $2,819,000 | -10.0% | 33,618 | -0.4% | 0.09% | -9.2% |
| MMM | Sell | 3M CO | $2,809,000 | -70.3% | 18,865 | -64.6% | 0.09% | -69.8% |
| KKR | Buy | KKR & CO INC | $2,780,000 | -21.4% | 47,544 | +0.2% | 0.09% | -20.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,673,000 | +11.7% | 34,254 | +18.7% | 0.08% | +13.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,589,000 | +2.9% | 19,907 | +5.8% | 0.08% | +5.1% |
| NHI | Buy | NATIONAL HEALTH INVS INC | $2,522,000 | +7.3% | 42,742 | +4.5% | 0.08% | +9.6% |
| VMC | Buy | VULCAN MATLS CO | $2,456,000 | +421.4% | 13,369 | +490.2% | 0.08% | +420.0% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $2,358,000 | +11.1% | 23,630 | -1.0% | 0.08% | +13.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,326,000 | +29.5% | 14,641 | +41.7% | 0.07% | +32.1% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,290,000 | -10.3% | 30,201 | +1.0% | 0.07% | -8.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,289,000 | +42.7% | 21,369 | +52.0% | 0.07% | +44.0% |
| AA | New | ALCOA CORP | $2,224,000 | – | 24,710 | +100.0% | 0.07% | – |
| SBUX | Sell | STARBUCKS CORP | $2,215,000 | -22.3% | 24,362 | -0.0% | 0.07% | -21.3% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,204,000 | +22.4% | 60,505 | +32.5% | 0.07% | +25.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $2,170,000 | +5.0% | 26,377 | +11.1% | 0.07% | +7.8% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $2,187,000 | -12.1% | 19,948 | -11.2% | 0.07% | -11.5% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $2,104,000 | +14.2% | 19,576 | +22.2% | 0.07% | +15.5% |
| LOW | Sell | LOWES COS INC | $2,130,000 | -40.4% | 10,535 | -23.8% | 0.07% | -39.6% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,086,000 | +7.5% | 21,055 | -6.6% | 0.07% | +8.2% |
| IAU | Buy | ISHARES GOLD TRishares new | $2,057,000 | +58.7% | 55,845 | +49.9% | 0.06% | +62.5% |
| LNC | Sell | LINCOLN NATL CORP IND | $2,008,000 | -4.6% | 30,722 | -0.3% | 0.06% | -3.0% |
| ALL | Sell | ALLSTATE CORP | $2,035,000 | +16.3% | 14,696 | -1.2% | 0.06% | +16.4% |
| GIS | Buy | GENERAL MLS INC | $1,971,000 | +0.8% | 29,098 | +0.3% | 0.06% | +1.6% |
| D | Sell | DOMINION ENERGY INC | $1,968,000 | +1.4% | 23,161 | -6.3% | 0.06% | +1.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,935,000 | -9.3% | 11,933 | -4.0% | 0.06% | -9.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,851,000 | +17.0% | 12,523 | +16.5% | 0.06% | +20.4% |
| RY | ROYAL BK CDA | $1,872,000 | +3.9% | 16,977 | 0.0% | 0.06% | +5.4% | |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,780,000 | -27.5% | 7,129 | +2.3% | 0.06% | -27.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,764,000 | -22.7% | 13,772 | -22.1% | 0.06% | -21.1% |
| TXN | Buy | TEXAS INSTRS INC | $1,736,000 | -0.7% | 9,460 | +2.0% | 0.06% | 0.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,671,000 | +7.1% | 30,082 | +15.5% | 0.05% | +8.2% |
| TRV | Buy | TRAVELERS COMPANIES INC | $1,677,000 | +18.5% | 9,181 | +1.5% | 0.05% | +20.5% |
| AFL | Buy | AFLAC INC | $1,649,000 | +13.6% | 25,606 | +3.0% | 0.05% | +15.6% |
| HSTM | HEALTHSTREAM INC | $1,657,000 | -24.4% | 83,181 | 0.0% | 0.05% | -23.5% | |
| SLB | Buy | SCHLUMBERGER LTD | $1,631,000 | +44.3% | 39,512 | +4.7% | 0.05% | +48.6% |
| TGT | Buy | TARGET CORP | $1,578,000 | -5.6% | 7,435 | +2.9% | 0.05% | -3.8% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,506,000 | +0.2% | 6,541 | +9.2% | 0.05% | +2.1% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,526,000 | -6.0% | 9,455 | -3.3% | 0.05% | -5.9% |
| New | APOLLO GLOBAL MGMT INC | $1,493,000 | – | 24,077 | +100.0% | 0.05% | – | |
| FLOT | New | ISHARES TRfltg rate nt etf | $1,488,000 | – | 29,451 | +100.0% | 0.05% | – |
| PAYX | Buy | PAYCHEX INC | $1,438,000 | +0.1% | 10,536 | +0.2% | 0.05% | +2.2% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $1,435,000 | -8.9% | 24,026 | -3.0% | 0.04% | -8.2% |
| NHC | Buy | NATIONAL HEALTHCARE CORP | $1,374,000 | +4.2% | 19,563 | +0.8% | 0.04% | +7.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,401,000 | -28.0% | 31,030 | -22.1% | 0.04% | -27.9% |
| SYK | Sell | STRYKER CORPORATION | $1,369,000 | -0.3% | 5,122 | -0.3% | 0.04% | 0.0% |
| ANTM | Sell | ANTHEM INC | $1,351,000 | +5.3% | 2,749 | -0.7% | 0.04% | +7.5% |
| CSX | Buy | CSX CORP | $1,358,000 | +0.8% | 36,265 | +1.3% | 0.04% | +2.4% |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $1,324,000 | -5.2% | 27,003 | 0.0% | 0.04% | -4.5% | |
| WMB | Buy | WILLIAMS COS INC | $1,286,000 | +29.1% | 38,507 | +0.6% | 0.04% | +32.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,288,000 | +26.5% | 49,903 | +7.6% | 0.04% | +28.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,277,000 | +10.7% | 17,153 | +6.4% | 0.04% | +11.1% |
| SYY | Sell | SYSCO CORP | $1,278,000 | -11.2% | 15,643 | -14.6% | 0.04% | -11.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $1,278,000 | -28.5% | 4,478 | -25.4% | 0.04% | -28.6% |
| CB | Buy | CHUBB LIMITED | $1,260,000 | +17.2% | 5,891 | +6.0% | 0.04% | +17.6% |
| LQDH | New | ISHARES U S ETF TRint rt hdg c b | $1,221,000 | – | 13,055 | +100.0% | 0.04% | – |
| COP | Sell | CONOCOPHILLIPS | $1,194,000 | +33.6% | 11,941 | -3.6% | 0.04% | +35.7% |
| NFLX | Sell | NETFLIX INC | $1,204,000 | -40.6% | 3,214 | -4.5% | 0.04% | -39.7% |
| TSLA | Buy | TESLA INC | $1,161,000 | +29.1% | 1,077 | +26.6% | 0.04% | +32.1% |
| KMI | Sell | KINDER MORGAN INC DEL | $1,134,000 | +13.5% | 59,972 | -4.8% | 0.04% | +16.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,135,000 | -23.5% | 3,366 | -6.0% | 0.04% | -21.7% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $1,146,000 | -7.5% | 14,500 | 0.0% | 0.04% | -7.7% | |
| FTNT | Sell | FORTINET INC | $1,091,000 | -7.4% | 3,192 | -2.6% | 0.04% | -5.4% |
| ECL | Sell | ECOLAB INC | $1,094,000 | -73.3% | 6,196 | -64.5% | 0.04% | -72.7% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,076,000 | -3.2% | 2,404 | -16.3% | 0.03% | -2.9% |
| IWV | New | ISHARES TRrussell 3000 etf | $1,044,000 | – | 3,979 | +100.0% | 0.03% | – |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $1,035,000 | -12.5% | 10,250 | -7.3% | 0.03% | -10.8% |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $1,021,000 | -1.3% | 14,029 | 0.0% | 0.03% | 0.0% | |
| LIN | Sell | LINDE PLC | $982,000 | -10.5% | 3,074 | -2.9% | 0.03% | -8.8% |
| ASML | Buy | ASML HOLDING N V | $952,000 | -16.0% | 1,426 | +0.1% | 0.03% | -14.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $909,000 | -15.0% | 6,637 | -12.6% | 0.03% | -12.1% |
| YUM | Sell | YUM BRANDS INC | $869,000 | -15.2% | 7,331 | -0.7% | 0.03% | -12.5% |
| CTAS | Buy | CINTAS CORP | $874,000 | -3.6% | 2,054 | +0.2% | 0.03% | 0.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $895,000 | +20.3% | 4,544 | +1.9% | 0.03% | +21.7% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $871,000 | +16.0% | 27,384 | +11.6% | 0.03% | +21.7% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $859,000 | -8.3% | 3,855 | +4.7% | 0.03% | -6.9% |
| AVGO | Sell | BROADCOM INC | $833,000 | -8.3% | 1,324 | -2.9% | 0.03% | -7.1% |
| SON | SONOCO PRODS CO | $777,000 | +8.1% | 12,424 | 0.0% | 0.02% | +13.6% | |
| PH | Sell | PARKER-HANNIFIN CORP | $780,000 | -13.1% | 2,752 | -2.5% | 0.02% | -10.7% |
| CLX | Sell | CLOROX CO DEL | $789,000 | -29.5% | 5,671 | -11.6% | 0.02% | -28.6% |
| STWD | STARWOOD PPTY TR INC | $803,000 | -0.5% | 33,223 | 0.0% | 0.02% | 0.0% | |
| PREF | Buy | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $778,000 | -4.2% | 40,976 | +2.4% | 0.02% | 0.0% |
| WPC | Buy | WP CAREY INC | $796,000 | +0.6% | 9,850 | +2.1% | 0.02% | 0.0% |
| HSY | HERSHEY CO | $762,000 | +11.9% | 3,520 | 0.0% | 0.02% | +14.3% | |
| Sell | GENERAL ELECTRIC CO | $753,000 | -11.3% | 8,232 | -8.4% | 0.02% | -7.7% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $771,000 | +31.6% | 4,185 | +43.1% | 0.02% | +33.3% |
| EOS | Buy | EATON VANCE ENHANCED EQUITY | $737,000 | -11.1% | 35,082 | +4.1% | 0.02% | -11.5% |
| INTU | Buy | INTUIT | $727,000 | -24.8% | 1,512 | +0.6% | 0.02% | -23.3% |
| IYY | ISHARES TRdow jones us etf | $655,000 | -5.5% | 5,884 | 0.0% | 0.02% | -4.5% | |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $666,000 | -30.6% | 421 | -23.3% | 0.02% | -30.0% |
| SHV | Sell | ISHARES TRshort treas bd | $678,000 | -0.7% | 6,147 | -0.6% | 0.02% | 0.0% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $648,000 | -46.6% | 8,386 | -41.1% | 0.02% | -44.7% |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $625,000 | -31.3% | 8,416 | -1.1% | 0.02% | -28.6% |
| ATO | Sell | ATMOS ENERGY CORP | $635,000 | -26.1% | 5,313 | -35.2% | 0.02% | -25.9% |
| GPC | Sell | GENUINE PARTS CO | $616,000 | -10.1% | 4,881 | -0.1% | 0.02% | -4.8% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $597,000 | -5.4% | 16,246 | +0.0% | 0.02% | -5.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $586,000 | -26.5% | 4,433 | -23.9% | 0.02% | -24.0% |
| JLL | Sell | JONES LANG LASALLE INC | $595,000 | -86.6% | 2,483 | -85.0% | 0.02% | -86.3% |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $597,000 | -1.2% | 13,707 | 0.0% | 0.02% | 0.0% | |
| ET | Buy | ENERGY TRANSFER L P | $584,000 | +63.1% | 52,175 | +19.9% | 0.02% | +63.6% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $561,000 | -16.3% | 11,845 | -13.0% | 0.02% | -14.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $554,000 | -97.1% | 4,192 | -96.7% | 0.02% | -97.0% |
| TRP | Sell | TC ENERGY CORP | $542,000 | +19.9% | 9,608 | -1.1% | 0.02% | +21.4% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $544,000 | -18.3% | 14,198 | -16.8% | 0.02% | -19.0% |
| MCK | Buy | MCKESSON CORP | $529,000 | +99.6% | 1,727 | +61.9% | 0.02% | +112.5% |
| PGR | Buy | PROGRESSIVE CORP | $544,000 | +14.3% | 4,770 | +2.8% | 0.02% | +13.3% |
| AEE | Sell | AMEREN CORP | $507,000 | +4.5% | 5,406 | -0.8% | 0.02% | +6.7% |
| PRU | PRUDENTIAL FINL INC | $509,000 | +9.2% | 4,308 | 0.0% | 0.02% | +6.7% | |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $511,000 | -1.0% | 1,053 | +0.8% | 0.02% | 0.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $508,000 | -0.8% | 8,461 | 0.0% | 0.02% | 0.0% | |
| ZTS | Sell | ZOETIS INCcl a | $499,000 | -26.5% | 2,644 | -5.0% | 0.02% | -23.8% |
| BA | Sell | BOEING CO | $459,000 | -16.1% | 2,397 | -11.8% | 0.02% | -11.8% |
| DD | Buy | DUPONT DE NEMOURS INC | $480,000 | -8.7% | 6,517 | +0.2% | 0.02% | -6.2% |
| F | Buy | FORD MTR CO DEL | $467,000 | -1.5% | 27,620 | +21.1% | 0.02% | 0.0% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $466,000 | -6.4% | 986 | -2.7% | 0.02% | -6.2% |
| XYL | XYLEM INC | $447,000 | -28.9% | 5,246 | 0.0% | 0.01% | -30.0% | |
| SCCO | Buy | SOUTHERN COPPER CORP | $452,000 | +32.2% | 5,952 | +7.6% | 0.01% | +27.3% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $430,000 | +72.0% | 4,763 | +28.9% | 0.01% | +75.0% |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $445,000 | -8.8% | 7,145 | 0.0% | 0.01% | -6.7% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $455,000 | -4.8% | 16,494 | 0.0% | 0.01% | -6.7% | |
| ARCC | ARES CAPITAL CORP | $456,000 | -1.1% | 21,774 | 0.0% | 0.01% | 0.0% | |
| YUMC | Sell | YUM CHINA HLDGS INC | $422,000 | -80.2% | 10,153 | -76.3% | 0.01% | -80.6% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $395,000 | +1.8% | 5,274 | +122.7% | 0.01% | +8.3% |
| NUE | Buy | NUCOR CORP | $425,000 | +66.0% | 2,861 | +27.3% | 0.01% | +62.5% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $405,000 | -4.0% | 4,326 | +8.4% | 0.01% | 0.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $411,000 | -9.7% | 9,184 | +5.3% | 0.01% | -7.1% |
| CM | Sell | CANADIAN IMP BK COMM | $406,000 | +2.5% | 3,335 | -1.9% | 0.01% | +8.3% |
| VIOG | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $417,000 | -7.7% | 1,932 | +2.1% | 0.01% | -7.1% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $396,000 | -27.2% | 1,455 | -1.0% | 0.01% | -23.5% |
| JNK | Buy | SPDR SER TRbloomberg high y | $409,000 | +21.0% | 3,991 | +28.2% | 0.01% | +18.2% |
| C | Sell | CITIGROUP INC | $377,000 | -37.2% | 7,068 | -28.9% | 0.01% | -36.8% |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $372,000 | – | 2,178 | +100.0% | 0.01% | – |
| ENPH | Buy | ENPHASE ENERGY INC | $369,000 | +10.5% | 1,828 | +0.2% | 0.01% | +20.0% |
| LULU | Sell | LULULEMON ATHLETICA INC | $370,000 | -57.6% | 1,014 | -54.5% | 0.01% | -55.6% |
| PSX | Sell | PHILLIPS 66 | $341,000 | -5.0% | 3,949 | -20.3% | 0.01% | 0.0% |
| AMP | AMERIPRISE FINL INC | $339,000 | -0.3% | 1,128 | 0.0% | 0.01% | 0.0% | |
| TT | Buy | TRANE TECHNOLOGIES PLC | $350,000 | -24.2% | 2,292 | +0.3% | 0.01% | -21.4% |
| J | Sell | JACOBS ENGR GROUP INC | $348,000 | -23.7% | 2,526 | -22.9% | 0.01% | -21.4% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $342,000 | -6.3% | 1,850 | +3.6% | 0.01% | 0.0% |
| VEEV | Sell | VEEVA SYS INC | $332,000 | -18.4% | 1,561 | -2.0% | 0.01% | -15.4% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $333,000 | -20.7% | 1,372 | -11.4% | 0.01% | -15.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $338,000 | -5.3% | 4,451 | +0.2% | 0.01% | 0.0% |
| IBB | ISHARES TRishares biotech | $342,000 | -14.7% | 2,625 | 0.0% | 0.01% | -15.4% | |
| PLD | Sell | PROLOGIS INC. | $346,000 | -15.6% | 2,141 | -12.1% | 0.01% | -15.4% |
| TYL | TYLER TECHNOLOGIES INC | $306,000 | -17.1% | 687 | 0.0% | 0.01% | -16.7% | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $311,000 | -5.2% | 1,500 | 0.0% | 0.01% | 0.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $310,000 | -19.1% | 2,830 | +6.4% | 0.01% | -16.7% |
| IYR | Sell | ISHARES TRu.s. real es etf | $318,000 | -11.4% | 2,943 | -4.7% | 0.01% | -9.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $310,000 | -14.8% | 2,975 | -1.8% | 0.01% | -9.1% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $306,000 | -2.9% | 3,885 | -0.3% | 0.01% | 0.0% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $311,000 | -6.3% | 3,532 | -3.7% | 0.01% | 0.0% |
| MS | Sell | MORGAN STANLEY | $270,000 | -35.7% | 3,090 | -27.9% | 0.01% | -30.8% |
| KR | Buy | KROGER CO | $274,000 | +32.4% | 4,772 | +4.2% | 0.01% | +50.0% |
| BP | Buy | BP PLCsponsored adr | $276,000 | +12.7% | 9,383 | +2.1% | 0.01% | +12.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $286,000 | +10.4% | 3,020 | -0.4% | 0.01% | +12.5% |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $297,000 | – | 1,623 | +100.0% | 0.01% | – |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $299,000 | -4.8% | 850 | 0.0% | 0.01% | -10.0% | |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $276,000 | -10.7% | 2,823 | -0.2% | 0.01% | -10.0% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $276,000 | -24.0% | 3,451 | -8.8% | 0.01% | -18.2% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $281,000 | -6.0% | 10,102 | +0.0% | 0.01% | 0.0% |
| IAT | Sell | ISHARES TRus regnl bks etf | $268,000 | -5.0% | 4,539 | -0.6% | 0.01% | -11.1% |
| OKE | Sell | ONEOK INC NEW | $247,000 | +9.8% | 3,500 | -8.7% | 0.01% | +14.3% |
| HPQ | Sell | HP INC | $243,000 | -5.1% | 6,697 | -1.6% | 0.01% | 0.0% |
| FOXA | New | FOX CORP | $240,000 | – | 6,090 | +100.0% | 0.01% | – |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $263,000 | -6.4% | 4,876 | -1.9% | 0.01% | -11.1% |
| SNY | Sell | SANOFIsponsored adr | $268,000 | -61.4% | 5,214 | -62.4% | 0.01% | -63.6% |
| TD | New | TORONTO DOMINION BK ONT | $249,000 | – | 3,133 | +100.0% | 0.01% | – |
| BSL | Buy | BLACKSTONE SENIOR FLOATNG RA | $263,000 | +76.5% | 17,209 | +98.7% | 0.01% | +60.0% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $268,000 | -44.5% | 614 | -16.5% | 0.01% | -46.7% |
| YETI | YETI HLDGS INC | $266,000 | -27.7% | 4,442 | 0.0% | 0.01% | -27.3% | |
| GLOB | Sell | GLOBANT SA | $264,000 | -17.2% | 1,006 | -1.2% | 0.01% | -20.0% |
| HUM | Sell | HUMANA INC | $218,000 | -22.1% | 500 | -17.1% | 0.01% | -22.2% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $224,000 | -5.5% | 4,196 | +100.0% | 0.01% | 0.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $222,000 | -19.9% | 4,846 | -5.4% | 0.01% | -22.2% |
| PTF | INVESCO EXCHANGE TRADED FD Tdwa technology | $213,000 | -16.8% | 1,540 | 0.0% | 0.01% | -12.5% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $217,000 | +4.8% | 4,909 | +0.6% | 0.01% | +16.7% |
| SPLV | INVESCO EXCHANGE TRADED FD Ts&p500 low vol | $213,000 | -2.3% | 3,173 | 0.0% | 0.01% | 0.0% | |
| HYEM | Buy | VANECK ETF TRUSTemerging mrkt hi | $214,000 | -8.9% | 10,618 | +1.4% | 0.01% | 0.0% |
| MUB | New | ISHARES TRnational mun etf | $218,000 | – | 1,989 | +100.0% | 0.01% | – |
| TREX | Sell | TREX CO INC | $223,000 | -65.2% | 3,402 | -28.3% | 0.01% | -65.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $211,000 | +38.8% | 4,569 | +41.4% | 0.01% | +40.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $233,000 | -7.5% | 4,925 | +100.3% | 0.01% | -12.5% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $216,000 | -20.0% | 3,301 | -0.5% | 0.01% | -12.5% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $236,000 | -22.9% | 1,129 | -9.0% | 0.01% | -30.0% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $221,000 | -3.9% | 2,486 | +2.9% | 0.01% | 0.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $205,000 | -45.8% | 964 | -42.3% | 0.01% | -50.0% |
| EEMA | ISHARES INCmsci em asia etf | $184,000 | -9.8% | 2,488 | 0.0% | 0.01% | 0.0% | |
| EQIX | Sell | EQUINIX INC | $203,000 | -12.9% | 274 | -0.4% | 0.01% | -14.3% |
| DBX | New | DROPBOX INCcl a | $205,000 | – | 8,805 | +100.0% | 0.01% | – |
| CP | CANADIAN PAC RY LTD | $147,000 | +14.8% | 1,778 | 0.0% | 0.01% | +25.0% | |
| LUV | Sell | SOUTHWEST AIRLS CO | $171,000 | -48.5% | 3,725 | -51.9% | 0.01% | -50.0% |
| RHP | Buy | RYMAN HOSPITALITY PPTYS INC | $154,000 | +152.5% | 1,662 | +151.1% | 0.01% | +150.0% |
| ETY | EATON VANCE TAX-MANAGED DIVE | $171,000 | -7.1% | 12,251 | 0.0% | 0.01% | -16.7% | |
| CLR | CONTINENTAL RES INC | $166,000 | +37.2% | 2,704 | 0.0% | 0.01% | +25.0% | |
| DKNG | DRAFTKINGS INC | $113,000 | -29.4% | 5,825 | 0.0% | 0.00% | -20.0% | |
| MRNA | MODERNA INC | $142,000 | -32.4% | 826 | 0.0% | 0.00% | -42.9% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $118,000 | -71.1% | 463 | -66.7% | 0.00% | -69.2% |
| SLV | Buy | ISHARES SILVER TRishares | $112,000 | +36.6% | 4,913 | +29.5% | 0.00% | +33.3% |
| NKLA | NIKOLA CORP | $121,000 | +9.0% | 11,265 | 0.0% | 0.00% | +33.3% | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $121,000 | -2.4% | 1,625 | 0.0% | 0.00% | 0.0% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $108,000 | -5.3% | 2,000 | +100.0% | 0.00% | -25.0% |
| TIP | Sell | ISHARES TRtips bd etf | $80,000 | -15.8% | 644 | -12.6% | 0.00% | 0.0% |
| MPC | MARATHON PETE CORP | $86,000 | +34.4% | 1,000 | 0.0% | 0.00% | +50.0% | |
| TPR | TAPESTRY INC | $87,000 | -8.4% | 2,334 | 0.0% | 0.00% | 0.0% | |
| SGRY | SURGERY PARTNERS INC | $110,000 | +2.8% | 2,000 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWARE INC | $99,000 | -2.0% | 871 | 0.0% | 0.00% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $51,000 | -1.9% | 1,190 | 0.0% | 0.00% | 0.0% | |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $49,000 | +157.9% | 1,032 | +133.0% | 0.00% | +100.0% |
| DON | WISDOMTREE TRus midcap divid | $71,000 | 0.0% | 1,599 | 0.0% | 0.00% | 0.0% | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $74,000 | – | 630 | +100.0% | 0.00% | – |
| MAA | MID-AMER APT CMNTYS INC | $66,000 | -8.3% | 314 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $53,000 | -1.9% | 514 | 0.0% | 0.00% | 0.0% | |
| FTV | FORTIVE CORP | $73,000 | -20.7% | 1,202 | 0.0% | 0.00% | -33.3% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $52,000 | +4.0% | 720 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT RLTY CAP INC NEW | $51,000 | -3.8% | 1,102 | 0.0% | 0.00% | 0.0% | |
| ONB | OLD NATL BANCORP IND | $50,000 | -9.1% | 3,051 | 0.0% | 0.00% | 0.0% | |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $50,000 | -12.3% | 2,524 | 0.0% | 0.00% | 0.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $51,000 | -8.9% | 435 | 0.0% | 0.00% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC | $65,000 | +32.7% | 1,892 | 0.0% | 0.00% | 0.0% | |
| HES | Buy | HESS CORP | $48,000 | +152.6% | 445 | +78.0% | 0.00% | +100.0% |
| MHD | BLACKROCK MUNIHOLDINGS QUALI | $51,000 | -15.0% | 3,591 | 0.0% | 0.00% | 0.0% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $48,000 | +128.6% | 812 | +72.0% | 0.00% | +100.0% |
| AN | AUTONATION INC | $66,000 | -14.3% | 660 | 0.0% | 0.00% | 0.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $28,000 | -3.4% | 670 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $37,000 | -17.8% | 2,510 | 0.0% | 0.00% | 0.0% | |
| BGB | BLACKSTONE STRATEGIC CREDIT | $29,000 | -3.3% | 2,234 | 0.0% | 0.00% | 0.0% | |
| SMMF | SUMMIT FINL GROUP INC | $19,000 | -5.0% | 744 | 0.0% | 0.00% | 0.0% | |
| FBK | FB FINL CORP | $46,000 | +2.2% | 1,026 | 0.0% | 0.00% | 0.0% | |
| MYI | BLACKROCK MUNIYIELD QUALITY | $46,000 | -16.4% | 3,700 | 0.0% | 0.00% | -50.0% | |
| MELI | MERCADOLIBRE INC | $24,000 | -11.1% | 20 | 0.0% | 0.00% | 0.0% | |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $36,000 | +56.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MTN | VAIL RESORTS INC | $33,000 | -21.4% | 127 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $16,000 | 0.0% | 164 | 0.0% | 0.00% | – | |
| PDI | PIMCO DYNAMIC INCOME FD | $28,000 | -6.7% | 1,145 | 0.0% | 0.00% | 0.0% | |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $46,000 | +119.0% | 928 | +80.5% | 0.00% | 0.0% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $21,000 | -8.7% | 270 | 0.0% | 0.00% | 0.0% | |
| DISCA | Buy | DISCOVERY INC | $33,000 | +10.0% | 1,312 | +1.7% | 0.00% | 0.0% |
| CRL | CHARLES RIV LABS INTL INC | $38,000 | -24.0% | 134 | 0.0% | 0.00% | -50.0% | |
| PWR | QUANTA SVCS INC | $36,000 | +16.1% | 270 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $29,000 | -25.6% | 225 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $21,000 | +16.7% | 2,255 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $31,000 | -13.9% | 2,000 | 0.0% | 0.00% | 0.0% | |
| NYC | NEW YORK CITY REIT INC | $41,000 | +24.2% | 3,126 | 0.0% | 0.00% | 0.0% | |
| RBNC | Exit | RELIANT BANCORP INC | $0 | – | -96 | -100.0% | 0.00% | – |
| EMN | New | EASTMAN CHEM CO | $2,000 | – | 19 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $2,000 | – | 44 | +100.0% | 0.00% | – |
| TWTR | TWITTER INC | $14,000 | -12.5% | 360 | 0.0% | 0.00% | – | |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,000 | – | 14 | +100.0% | 0.00% | – |
| UCBI | New | UNITED CMNTY BKS BLAIRSVLE G | $3,000 | – | 94 | +100.0% | 0.00% | – |
| FLO | FLOWERS FOODS INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| CFG | New | CITIZENS FINL GROUP INC | $3,000 | – | 57 | +100.0% | 0.00% | – |
| FLS | New | FLOWSERVE CORP | $1,000 | – | 27 | +100.0% | 0.00% | – |
| O | REALTY INCOME CORP | $3,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| CI | New | CIGNA CORP NEW | $3,000 | – | 12 | +100.0% | 0.00% | – |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $12,000 | -25.0% | 895 | 0.0% | 0.00% | – | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $15,000 | -16.7% | 190 | -7.3% | 0.00% | -100.0% |
| JFR | NUVEEN FLOATING RATE INCOME | $13,000 | 0.0% | 1,280 | 0.0% | 0.00% | – | |
| BKH | BLACK HILLS CORP | $3,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $8,000 | -27.3% | 779 | -2.3% | 0.00% | – |
| NJR | NEW JERSEY RES CORP | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – | |
| VNT | VONTIER CORPORATION | $12,000 | -20.0% | 479 | 0.0% | 0.00% | – | |
| ISRG | New | INTUITIVE SURGICAL INC | $3,000 | – | 9 | +100.0% | 0.00% | – |
| MIC | MACQUARIE INFRASTR HOLD LLC | $5,000 | 0.0% | 1,450 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $13,000 | -13.3% | 350 | 0.0% | 0.00% | – | |
| LEA | New | LEAR CORP | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ATVI | ACTIVISION BLIZZARD INC | $15,000 | +15.4% | 190 | 0.0% | 0.00% | – | |
| KHC | New | KRAFT HEINZ CO | $1,000 | – | 20 | +100.0% | 0.00% | – |
| EQL | ALPS ETF TRequal sec etf | $15,000 | 0.0% | 140 | 0.0% | 0.00% | – | |
| NOMD | New | NOMAD FOODS LTD | $1,000 | – | 52 | +100.0% | 0.00% | – |
| Exit | SYLVAMO CORP | $0 | – | -176 | -100.0% | 0.00% | – | |
| OGN | Exit | ORGANON & CO | $0 | – | -4 | -100.0% | 0.00% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -16 | -100.0% | 0.00% | – |
| Exit | ORION OFFICE REIT INC | $0 | – | -4 | -100.0% | 0.00% | – | |
| LBTYA | Exit | LIBERTY GLOBAL PLCsh cl a | $0 | – | -95 | -100.0% | 0.00% | – |
| AVNS | Exit | AVANOS MED INC | $0 | – | -3 | -100.0% | 0.00% | – |
| ZOM | Exit | ZOMEDICA CORP | $0 | – | -12,500 | -100.0% | 0.00% | – |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $6,000 | -14.3% | 378 | 0.0% | 0.00% | – | |
| Exit | KYNDRYL HLDGS INC | $0 | – | -125 | -100.0% | 0.00% | – | |
| SSB | SOUTHSTATE CORPORATION | $14,000 | 0.0% | 176 | 0.0% | 0.00% | – | |
| EXC | Exit | EXELON CORP | $0 | – | -454 | -100.0% | -0.00% | – |
| IGR | Exit | CBRE CLARION GLOBAL REAL EST | $0 | – | -3,274 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -240 | -100.0% | -0.00% | – |
| NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -1,230 | -100.0% | -0.00% | – |
| TWO | Exit | TWO HBRS INVT CORP | $0 | – | -4,557 | -100.0% | -0.00% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -311 | -100.0% | -0.00% | – |
| PPT | Exit | PUTNAM | $0 | – | -17,970 | -100.0% | -0.00% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -750 | -100.0% | -0.00% | – |
| FV | Exit | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $0 | – | -1,000 | -100.0% | -0.00% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -1,980 | -100.0% | -0.00% | – |
| JHAA | Exit | NUVEEN CORPORATE INCOME 2023 | $0 | – | -11,000 | -100.0% | -0.00% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -1,175 | -100.0% | -0.01% | – |
| WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -130 | -100.0% | -0.01% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -923 | -100.0% | -0.01% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -2,297 | -100.0% | -0.01% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -1,851 | -100.0% | -0.01% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -6,672 | -100.0% | -0.01% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -2,799 | -100.0% | -0.01% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -1,413 | -100.0% | -0.01% | – |
| LPX | Exit | LOUISIANA PAC CORP | $0 | – | -2,793 | -100.0% | -0.01% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -309 | -100.0% | -0.01% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -1,039 | -100.0% | -0.01% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -5,000 | -100.0% | -0.01% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -1,383 | -100.0% | -0.01% | – |
| ITT | Exit | ITT INC | $0 | – | -2,623 | -100.0% | -0.01% | – |
| HLNE | Exit | HAMILTON LANE INCcl a | $0 | – | -2,533 | -100.0% | -0.01% | – |
| ESI | Exit | ELEMENT SOLUTIONS INC | $0 | – | -10,853 | -100.0% | -0.01% | – |
| SKOR | Exit | FLEXSHAREScr scd us bd | $0 | – | -4,800 | -100.0% | -0.01% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,656 | -100.0% | -0.01% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -7,655 | -100.0% | -0.01% | – |
| ETSY | Exit | ETSY INC | $0 | – | -1,528 | -100.0% | -0.01% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -5,845 | -100.0% | -0.01% | – |
| FOCS | Exit | FOCUS FINL PARTNERS INC | $0 | – | -6,017 | -100.0% | -0.01% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -4,084 | -100.0% | -0.01% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -977 | -100.0% | -0.01% | – |
| NVMI | Exit | NOVA LTD | $0 | – | -2,473 | -100.0% | -0.01% | – |
| SAIA | Exit | SAIA INC | $0 | – | -1,037 | -100.0% | -0.01% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -4,167 | -100.0% | -0.01% | – |
| FND | Exit | FLOOR & DECOR HLDGS INCcl a | $0 | – | -3,489 | -100.0% | -0.01% | – |
| PODD | Exit | INSULET CORP | $0 | – | -1,838 | -100.0% | -0.02% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,817 | -100.0% | -0.02% | – |
| EPAM | Exit | EPAM SYSTEMS INC | $0 | – | -730 | -100.0% | -0.02% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -10,400 | -100.0% | -0.02% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -10,909 | -100.0% | -0.02% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -12,699 | -100.0% | -0.02% | – |
| APO | Exit | APOLLO GLOBAL MGMT INC | $0 | – | -24,077 | -100.0% | -0.05% | – |
| FOX | Exit | FOX CORP | $0 | – | -131,850 | -100.0% | -0.14% | – |
| CERN | Exit | CERNER CORP | $0 | – | -49,913 | -100.0% | -0.14% | – |
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 2022-05-02
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.