$3.99 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 1058 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $220,390,481 | +17.8% | 1,136,209 | +0.1% | 5.53% | +9.9% |
| MSFT | Buy | MICROSOFT CORP | $211,292,481 | +19.4% | 620,463 | +1.1% | 5.30% | +11.5% |
| VOO | Sell | VANGUARD INDEX FDS | $145,131,998 | +6.2% | 356,345 | -1.9% | 3.64% | -0.9% |
| AMZN | Sell | AMAZON COM INC | $123,330,469 | +26.0% | 946,076 | -0.2% | 3.09% | +17.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $117,911,598 | +8.3% | 265,998 | +0.0% | 2.96% | +1.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $110,271,329 | +4.5% | 229,426 | +2.8% | 2.76% | -2.4% |
| V | Buy | VISA INC | $99,534,999 | +5.9% | 419,130 | +0.6% | 2.50% | -1.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $99,503,991 | +15.5% | 831,278 | +0.1% | 2.50% | +7.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $96,622,071 | +12.5% | 664,344 | +0.8% | 2.42% | +5.0% |
| HCA | Buy | HCA HEALTHCARE INC | $83,110,429 | +20.1% | 273,858 | +4.3% | 2.08% | +12.1% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $67,885,484 | +10.5% | 1,470,019 | +8.1% | 1.70% | +3.1% |
| XOM | Buy | EXXON MOBIL CORP | $61,420,227 | +2.4% | 572,682 | +4.8% | 1.54% | -4.3% |
| UNP | Buy | UNION PAC CORP | $52,636,664 | +2.1% | 257,241 | +0.4% | 1.32% | -4.7% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $51,847,176 | +12.6% | 639,457 | +14.1% | 1.30% | +5.1% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $45,879,707 | +5.8% | 809,880 | +3.0% | 1.15% | -1.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $42,278,927 | +11.1% | 153,641 | -1.3% | 1.06% | +3.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $39,727,760 | +16.6% | 328,410 | +0.2% | 1.00% | +8.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $39,686,727 | +5.7% | 975,581 | +5.0% | 1.00% | -1.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $36,958,410 | -4.9% | 80,278 | -2.3% | 0.93% | -11.2% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $35,211,080 | +2.2% | 68 | -8.1% | 0.88% | -4.6% |
| HD | Buy | HOME DEPOT INC | $34,569,564 | +9.8% | 111,285 | +4.3% | 0.87% | +2.5% |
| CVX | Buy | CHEVRON CORP NEW | $34,186,066 | -2.3% | 217,261 | +1.3% | 0.86% | -8.8% |
| MRK | Buy | MERCK & CO INC | $33,449,717 | +17.7% | 289,884 | +8.5% | 0.84% | +10.0% |
| CRM | Buy | SALESFORCE INC | $33,464,231 | +9.0% | 158,403 | +3.0% | 0.84% | +1.7% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $31,537,272 | -1.7% | 627,982 | -0.9% | 0.79% | -8.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $30,038,878 | +20.7% | 172,439 | +14.3% | 0.75% | +12.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $29,853,512 | -9.3% | 57,218 | +0.2% | 0.75% | -15.3% |
| TJX | Sell | TJX COS INC NEW | $28,067,445 | -2.7% | 331,023 | -10.0% | 0.70% | -9.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $27,878,197 | +6.5% | 168,428 | -0.2% | 0.70% | -0.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $27,295,180 | +16.6% | 61,240 | +7.6% | 0.68% | +8.7% |
| ETN | Buy | EATON CORP PLC | $26,875,442 | +20.3% | 133,642 | +2.5% | 0.67% | +12.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $26,822,492 | +27.1% | 176,766 | +24.5% | 0.67% | +18.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $26,701,837 | -3.7% | 121,488 | -2.5% | 0.67% | -10.1% |
| CVS | Sell | CVS HEALTH CORP | $26,198,338 | -8.3% | 378,972 | -1.4% | 0.66% | -14.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $25,849,801 | +19.6% | 91,354 | +5.4% | 0.65% | +11.5% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $25,660,847 | +28.8% | 262,919 | +30.9% | 0.64% | +20.2% |
| EMR | Sell | EMERSON ELEC CO | $25,547,827 | -2.7% | 282,640 | -6.2% | 0.64% | -9.1% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $25,583,926 | -0.5% | 162,098 | -4.0% | 0.64% | -7.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $25,311,191 | +7.9% | 114,905 | -0.1% | 0.64% | +0.8% |
| MDT | Sell | MEDTRONIC PLC | $25,237,922 | +8.5% | 286,469 | -0.7% | 0.63% | +1.3% |
| HON | Sell | HONEYWELL INTL INC | $25,017,490 | +8.1% | 120,566 | -0.5% | 0.63% | +0.8% |
| PEP | Buy | PEPSICO INC | $24,511,088 | +7.2% | 132,335 | +5.5% | 0.62% | +0.2% |
| QCOM | Sell | QUALCOMM INC | $23,727,529 | -11.1% | 199,324 | -4.7% | 0.60% | -17.0% |
| NEE | Buy | NEXTERA ENERGY INC | $23,509,676 | +2.9% | 316,842 | +6.9% | 0.59% | -4.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $23,355,756 | +9.4% | 562,112 | -0.2% | 0.59% | +2.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $23,154,870 | +28.5% | 67,903 | +16.3% | 0.58% | +20.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $23,187,265 | +6.1% | 319,824 | +4.6% | 0.58% | -1.0% |
| ABBV | Buy | ABBVIE INC | $23,099,473 | -14.9% | 171,450 | +0.7% | 0.58% | -20.6% |
| BAC | Buy | BANK AMERICA CORP | $22,563,567 | +19.3% | 786,461 | +18.9% | 0.57% | +11.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $21,639,619 | -4.2% | 286,011 | -3.5% | 0.54% | -10.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $21,214,010 | -6.3% | 118,348 | +1.4% | 0.53% | -12.5% |
| VLO | Sell | VALERO ENERGY CORP | $20,895,755 | -26.8% | 178,139 | -12.9% | 0.52% | -31.7% |
| EOG | Sell | EOG RES INC | $20,797,531 | -9.9% | 181,733 | -9.8% | 0.52% | -16.0% |
| KO | Buy | COCA COLA CO | $19,956,199 | -2.5% | 331,388 | +0.5% | 0.50% | -9.1% |
| CPRT | Buy | COPART INC | $19,809,169 | +21.5% | 217,182 | +0.2% | 0.50% | +13.5% |
| LLY | Sell | LILLY ELI & CO | $19,345,910 | +24.8% | 41,251 | -8.6% | 0.48% | +16.6% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $18,588,899 | +4.4% | 99,263 | -0.5% | 0.47% | -2.5% |
| USB | Sell | US BANCORP DEL | $18,278,222 | -45.7% | 553,215 | -40.7% | 0.46% | -49.3% |
| NKE | Buy | NIKE INCcl b | $17,924,548 | -7.4% | 162,404 | +2.9% | 0.45% | -13.7% |
| NVDA | Sell | NVIDIA CORPORATION | $17,538,800 | +18.1% | 41,461 | -22.5% | 0.44% | +10.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $17,321,855 | -6.5% | 32,174 | -13.7% | 0.43% | -12.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $17,314,691 | +8.3% | 66,218 | +3.6% | 0.43% | +0.9% |
| OMC | Buy | OMNICOM GROUP INC | $17,132,247 | +10.1% | 180,055 | +9.1% | 0.43% | +2.9% |
| NOW | Sell | SERVICENOW INC | $16,669,732 | -15.2% | 29,663 | -29.9% | 0.42% | -20.8% |
| CME | Buy | CME GROUP INC | $16,635,338 | +6.9% | 89,780 | +10.5% | 0.42% | -0.2% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $16,302,609 | +45.3% | 141,442 | +48.3% | 0.41% | +35.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $15,978,894 | +24.3% | 33,365 | +19.0% | 0.40% | +16.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $15,934,450 | +13.8% | 159,904 | +10.5% | 0.40% | +6.4% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $15,559,288 | +8.9% | 336,319 | +6.6% | 0.39% | +1.6% |
| BLK | Buy | BLACKROCK INC | $15,529,928 | +7.4% | 22,470 | +3.9% | 0.39% | 0.0% |
| PFE | Buy | PFIZER INC | $15,490,152 | -8.5% | 422,305 | +1.7% | 0.39% | -14.7% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $15,463,581 | +53.2% | 172,604 | +43.3% | 0.39% | +43.2% |
| CSCO | Buy | CISCO SYS INC | $15,224,191 | +151.6% | 294,244 | +154.2% | 0.38% | +134.4% |
| GD | Buy | GENERAL DYNAMICS CORP | $14,984,770 | +7.5% | 69,648 | +14.0% | 0.38% | +0.5% |
| SNA | Buy | SNAP ON INC | $14,938,333 | +44.1% | 51,835 | +23.4% | 0.38% | +34.4% |
| BMO | Buy | BANK MONTREAL QUE | $14,884,529 | +5.2% | 164,816 | +3.8% | 0.37% | -1.8% |
| IGSB | Buy | ISHARES TR | $14,776,872 | -0.2% | 294,536 | +0.6% | 0.37% | -6.8% |
| DE | Sell | DEERE & CO | $14,602,246 | -2.1% | 36,038 | -0.2% | 0.37% | -8.7% |
| ICSH | Sell | ISHARES TRblackrock ultra | $14,572,125 | -1.8% | 289,704 | -1.9% | 0.36% | -8.5% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $14,505,942 | -6.1% | 74,796 | -1.1% | 0.36% | -12.3% |
| DHR | Buy | DANAHER CORPORATION | $14,381,040 | -4.1% | 59,921 | +0.8% | 0.36% | -10.4% |
| SPGI | Buy | S&P GLOBAL INC | $14,318,179 | +16.5% | 35,716 | +0.2% | 0.36% | +8.8% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $13,963,061 | -2.0% | 40,608 | -5.2% | 0.35% | -8.6% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $13,775,623 | +6.7% | 62,571 | +2.2% | 0.34% | -0.6% |
| SPSB | Sell | SPDR SER TRportfolio short | $13,485,519 | -6.9% | 458,068 | -6.3% | 0.34% | -13.1% |
| DIS | Sell | DISNEY WALT CO | $12,971,051 | -11.2% | 145,285 | -0.4% | 0.32% | -17.3% |
| COF | Sell | CAPITAL ONE FINL CORP | $12,666,794 | +12.3% | 115,816 | -1.3% | 0.32% | +5.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $12,670,167 | -8.7% | 119,451 | -9.2% | 0.32% | -14.7% |
| AMGN | Sell | AMGEN INC | $12,509,713 | -8.4% | 56,345 | -0.2% | 0.31% | -14.4% |
| TDG | Sell | TRANSDIGM GROUP INC | $12,301,101 | +21.2% | 13,757 | -0.1% | 0.31% | +12.8% |
| DOW | Buy | DOW INC | $12,169,441 | +1.4% | 228,491 | +4.4% | 0.30% | -5.3% |
| AZO | Sell | AUTOZONE INC | $12,005,528 | -0.7% | 4,815 | -2.1% | 0.30% | -7.4% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $11,928,537 | +5.9% | 163,539 | +1.2% | 0.30% | -1.3% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $11,844,145 | +13.1% | 353,451 | +1.7% | 0.30% | +5.7% |
| MO | Buy | ALTRIA GROUP INC | $11,746,587 | +14.2% | 259,306 | +12.5% | 0.30% | +6.9% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $11,607,759 | +4.9% | 100,998 | +0.4% | 0.29% | -2.0% |
| FB | Sell | META PLATFORMS INCcl a | $11,285,488 | +33.9% | 39,325 | -1.1% | 0.28% | +25.2% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $11,235,261 | +7.3% | 114,833 | -0.7% | 0.28% | +0.4% |
| MCD | Buy | MCDONALDS CORP | $11,155,764 | +35.4% | 37,384 | +26.9% | 0.28% | +26.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $10,533,897 | +2.4% | 107,907 | +2.0% | 0.26% | -4.3% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $10,369,456 | -3.7% | 100,733 | -0.4% | 0.26% | -10.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $10,093,029 | +20.4% | 75,428 | +17.9% | 0.25% | +12.4% |
| SO | Buy | SOUTHERN CO | $10,067,928 | +4.9% | 143,315 | +3.9% | 0.25% | -2.3% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $9,991,548 | +5.2% | 41,402 | -0.0% | 0.25% | -1.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $9,925,216 | +5.8% | 33,136 | +1.5% | 0.25% | -1.2% |
| Buy | LINDE PLC | $9,548,723 | +2219.9% | 25,057 | +2063.8% | 0.24% | +2072.7% | |
| DEO | Buy | DIAGEO PLCspon adr new | $9,203,811 | -3.8% | 53,054 | +0.5% | 0.23% | -10.1% |
| PXD | Sell | PIONEER NAT RES CO | $9,133,945 | +0.4% | 44,087 | -1.0% | 0.23% | -6.1% |
| TMUS | Sell | T-MOBILE US INC | $8,913,652 | -24.0% | 64,173 | -20.7% | 0.22% | -28.9% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $8,744,025 | +7.8% | 77,326 | -0.6% | 0.22% | +0.5% |
| DVY | Sell | ISHARES TRselect divid etf | $8,573,983 | -22.4% | 75,675 | -19.8% | 0.22% | -27.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $8,577,740 | +9.8% | 88,769 | +3.4% | 0.22% | +2.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $8,558,551 | +8.0% | 53,096 | +1.7% | 0.22% | +0.9% |
| FISV | Sell | FISERV INC | $8,465,173 | +10.2% | 67,104 | -1.2% | 0.21% | +2.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $8,370,913 | +4.0% | 99,417 | +12.4% | 0.21% | -2.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $8,278,069 | +41.4% | 76,550 | +43.3% | 0.21% | +32.5% |
| PWR | Buy | QUANTA SVCS INC | $8,240,107 | +34.9% | 41,945 | +14.4% | 0.21% | +26.2% |
| ENB | Sell | ENBRIDGE INC | $8,202,729 | -5.2% | 220,638 | -2.8% | 0.21% | -11.2% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $7,904,746 | +6.8% | 86,024 | +3.2% | 0.20% | -0.5% |
| DG | Buy | DOLLAR GEN CORP NEW | $7,831,441 | +6.7% | 46,127 | +32.2% | 0.20% | -0.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,797,665 | +3.3% | 143,313 | +1.5% | 0.20% | -3.4% |
| BKNG | Sell | BOOKING HOLDINGS INC | $7,498,818 | +1.6% | 2,777 | -0.2% | 0.19% | -5.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $7,184,849 | +0.0% | 19,449 | -13.1% | 0.18% | -6.7% |
| GM | Buy | GENERAL MTRS CO | $7,108,729 | +5.2% | 184,355 | +0.1% | 0.18% | -1.7% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $7,054,997 | -2.6% | 93,779 | -0.6% | 0.18% | -9.2% |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $6,925,289 | +19.1% | 27,582 | +0.0% | 0.17% | +11.5% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $6,885,233 | -1.1% | 35,170 | -0.9% | 0.17% | -7.5% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $6,859,767 | +5.9% | 72,140 | +4.2% | 0.17% | -1.1% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $6,811,728 | -3.7% | 81,519 | -4.3% | 0.17% | -10.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $6,790,450 | +72.0% | 26,576 | +34.4% | 0.17% | +60.4% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $6,628,761 | +59.5% | 3,099 | +27.4% | 0.17% | +48.2% |
| ORCL | Sell | ORACLE CORP | $6,436,103 | +25.6% | 54,044 | -2.0% | 0.16% | +16.7% |
| WMT | Sell | WALMART INC | $6,377,741 | +4.8% | 40,576 | -1.7% | 0.16% | -1.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $6,369,712 | -11.9% | 95,455 | +0.3% | 0.16% | -17.5% |
| MU | Sell | MICRON TECHNOLOGY INC | $6,295,223 | +3.9% | 99,750 | -0.7% | 0.16% | -3.1% |
| DXCM | Sell | DEXCOM INC | $6,176,454 | -23.6% | 48,062 | -30.9% | 0.16% | -28.6% |
| IXUS | ISHARES TRcore msci total | $6,055,667 | +1.1% | 96,705 | 0.0% | 0.15% | -5.6% | |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $5,960,605 | -1.5% | 25,945 | -7.2% | 0.15% | -8.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $5,872,203 | +7.5% | 61,547 | +5.6% | 0.15% | 0.0% |
| ABT | Buy | ABBOTT LABS | $5,880,977 | +10.7% | 53,944 | +2.8% | 0.15% | +2.8% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $5,755,608 | +599.0% | 10,654 | +547.7% | 0.14% | +554.5% |
| MRVL | Sell | MARVELL TECHNOLOGY INC | $5,502,164 | +35.9% | 92,040 | -1.5% | 0.14% | +26.6% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $5,432,529 | +12.4% | 77,079 | +1.9% | 0.14% | +4.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $5,313,294 | +9.7% | 48,373 | +6.0% | 0.13% | +2.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $5,262,171 | +8.5% | 92,840 | +0.2% | 0.13% | +1.5% |
| EFV | Buy | ISHARES TReafe value etf | $4,984,146 | +12.9% | 101,842 | +11.9% | 0.12% | +5.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $4,989,380 | -8.8% | 134,159 | -4.6% | 0.12% | -15.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $4,957,164 | +9.6% | 12,604 | +1.3% | 0.12% | +2.5% |
| WM | Sell | WASTE MGMT INC DEL | $4,868,774 | +5.0% | 28,075 | -1.2% | 0.12% | -2.4% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $4,842,177 | +34.6% | 68,431 | +19.7% | 0.12% | +24.7% |
| LYTS | LSI INDS INC OHIO | $4,689,125 | -9.8% | 373,338 | 0.0% | 0.12% | -15.7% | |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $4,386,962 | +1.2% | 56,834 | -0.2% | 0.11% | -5.2% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $4,354,075 | +4.2% | 56,576 | -0.1% | 0.11% | -2.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $4,362,800 | -9.9% | 48,616 | -3.2% | 0.11% | -16.2% |
| IWR | Buy | ISHARES TRrus mid cap etf | $4,295,022 | +6.6% | 58,812 | +2.1% | 0.11% | 0.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,095,453 | +2.9% | 60,673 | +1.9% | 0.10% | -3.7% |
| SLB | Buy | SCHLUMBERGER LTD | $4,051,959 | +0.2% | 82,491 | +0.1% | 0.10% | -6.4% |
| CAT | Sell | CATERPILLAR INC | $4,036,453 | -16.2% | 16,405 | -22.1% | 0.10% | -21.7% |
| KMX | Buy | CARMAX INC | $3,869,117 | +31.5% | 46,226 | +1.0% | 0.10% | +22.8% |
| BX | Sell | BLACKSTONE INC | $3,695,838 | -1.7% | 39,753 | -7.1% | 0.09% | -7.9% |
| Buy | BROOKFIELD CORPcl a ltd vt sh | $3,588,046 | +4.4% | 106,558 | +1.0% | 0.09% | -2.2% | |
| INTC | Sell | INTEL CORP | $3,547,821 | -1.7% | 106,095 | -3.9% | 0.09% | -8.2% |
| RHI | Sell | ROBERT HALF INTL INC | $3,493,368 | -10.3% | 46,442 | -4.0% | 0.09% | -16.2% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $3,500,140 | +55.4% | 197,191 | +50.2% | 0.09% | +46.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,441,087 | -9.4% | 53,809 | -1.8% | 0.09% | -15.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $3,421,042 | +18.9% | 19,677 | +3.3% | 0.09% | +11.7% |
| LOW | Buy | LOWES COS INC | $3,204,718 | +24.3% | 14,199 | +10.1% | 0.08% | +15.9% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $3,207,197 | +2.2% | 40,582 | +3.7% | 0.08% | -4.8% |
| AA | Sell | ALCOA CORP | $3,081,694 | -50.4% | 90,825 | -37.8% | 0.08% | -53.9% |
| GLD | Sell | SPDR GOLD TR | $3,012,049 | -9.1% | 16,896 | -6.6% | 0.08% | -14.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $2,979,673 | +2.5% | 83,581 | +0.1% | 0.08% | -3.8% |
| NFLX | Buy | NETFLIX INC | $2,961,854 | +29.4% | 6,724 | +1.5% | 0.07% | +21.3% |
| SBUX | Sell | STARBUCKS CORP | $2,896,317 | -5.5% | 29,238 | -0.6% | 0.07% | -11.0% |
| WFC | Sell | WELLS FARGO CO NEW | $2,882,094 | +8.1% | 67,528 | -5.4% | 0.07% | 0.0% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $2,805,973 | +9.3% | 100,392 | +8.8% | 0.07% | +1.4% |
| HHC | Buy | HOWARD HUGHES CORP | $2,810,105 | +0.0% | 35,607 | +1.4% | 0.07% | -6.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $2,775,316 | +2.7% | 28,334 | +4.5% | 0.07% | -4.1% |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,697,710 | +3.5% | 18,028 | 0.0% | 0.07% | -2.9% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $2,612,363 | -5.1% | 27,688 | 0.0% | 0.07% | -10.8% | |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $2,635,166 | -1.9% | 147,877 | +2.2% | 0.07% | -8.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,605,539 | +2.3% | 26,598 | +2.3% | 0.06% | -4.4% |
| NHI | Buy | NATIONAL HEALTH INVS INC | $2,545,777 | +2.0% | 48,565 | +0.3% | 0.06% | -4.5% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $2,499,793 | -10.9% | 30,797 | -9.1% | 0.06% | -16.0% |
| KKR | Sell | KKR & CO INC | $2,526,160 | +6.5% | 45,110 | -0.1% | 0.06% | -1.6% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,383,487 | +2.2% | 13,725 | +0.8% | 0.06% | -4.8% |
| TFC | Sell | TRUIST FINL CORP | $2,296,497 | -77.4% | 75,667 | -74.6% | 0.06% | -78.8% |
| GIS | Buy | GENERAL MLS INC | $2,264,799 | -9.5% | 29,528 | +0.8% | 0.06% | -14.9% |
| TXN | Buy | TEXAS INSTRS INC | $2,232,616 | -1.5% | 12,402 | +1.7% | 0.06% | -8.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $2,200,819 | -4.3% | 15,941 | -6.9% | 0.06% | -11.3% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,169,520 | +1.7% | 28,161 | -0.8% | 0.05% | -5.3% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $2,054,294 | -25.3% | 27,184 | -24.4% | 0.05% | -29.7% |
| IWV | ISHARES TRrussell 3000 etf | $2,070,704 | +8.1% | 8,137 | 0.0% | 0.05% | +2.0% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $2,034,601 | +5.0% | 12,526 | -0.4% | 0.05% | -1.9% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $2,052,607 | +825.5% | 16,297 | +833.9% | 0.05% | +750.0% |
| HSTM | Sell | HEALTHSTREAM INC | $2,042,925 | -9.5% | 83,181 | -0.1% | 0.05% | -16.4% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,009,436 | +10.3% | 18,757 | +5.8% | 0.05% | +2.0% |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $1,980,179 | – | 41,435 | +100.0% | 0.05% | – |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,959,404 | +1.6% | 13,915 | -1.2% | 0.05% | -5.8% |
| COP | Sell | CONOCOPHILLIPS | $1,925,802 | -2.4% | 18,587 | -6.6% | 0.05% | -9.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,887,267 | +6.3% | 9,489 | +1.3% | 0.05% | -2.1% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $1,875,238 | -23.8% | 65,135 | -22.7% | 0.05% | -28.8% |
| MMM | Sell | 3M CO | $1,880,292 | -5.4% | 18,786 | -0.6% | 0.05% | -11.3% |
| AFL | Buy | AFLAC INC | $1,879,294 | +8.4% | 26,924 | +0.2% | 0.05% | 0.0% |
| APOLLO GLOBAL MGMT INC | $1,848,817 | +21.6% | 24,070 | 0.0% | 0.05% | +12.2% | ||
| SHW | Sell | SHERWIN WILLIAMS CO | $1,833,416 | +16.2% | 6,905 | -1.6% | 0.05% | +9.5% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,834,161 | +9.2% | 7,452 | +0.2% | 0.05% | +2.2% |
| RY | ROYAL BK CDA | $1,771,042 | -0.1% | 18,543 | 0.0% | 0.04% | -8.3% | |
| SYK | Buy | STRYKER CORPORATION | $1,696,300 | +9.1% | 5,560 | +2.1% | 0.04% | +2.4% |
| ALL | Buy | ALLSTATE CORP | $1,714,763 | +1.4% | 15,726 | +3.0% | 0.04% | -4.4% |
| FDX | Sell | FEDEX CORP | $1,668,369 | -2.5% | 6,730 | -10.1% | 0.04% | -8.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $1,646,887 | -35.8% | 9,957 | -38.3% | 0.04% | -40.6% |
| AVGO | Buy | BROADCOM INC | $1,579,592 | +50.6% | 1,821 | +11.4% | 0.04% | +42.9% |
| SHV | Sell | ISHARES TRshort treas bd | $1,576,453 | -10.2% | 14,273 | -10.2% | 0.04% | -14.9% |
| CB | Buy | CHUBB LIMITED | $1,606,916 | +0.6% | 8,345 | +1.4% | 0.04% | -7.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,571,958 | +6.1% | 31,892 | +5.0% | 0.04% | -2.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,551,547 | +12.8% | 5,028 | +4.5% | 0.04% | +5.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $1,548,632 | +24.5% | 3,167 | -1.9% | 0.04% | +18.2% |
| T | Sell | AT&T INC | $1,478,551 | -17.9% | 92,699 | -1.0% | 0.04% | -22.9% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,441,433 | -18.9% | 4,469 | -17.7% | 0.04% | -25.0% |
| D | Sell | DOMINION ENERGY INC | $1,426,816 | -11.8% | 27,550 | -4.7% | 0.04% | -16.3% |
| WMB | Buy | WILLIAMS COS INC | $1,445,088 | +12.2% | 44,287 | +2.7% | 0.04% | +2.9% |
| ANTM | Buy | ELEVANCE HEALTH INC | $1,376,410 | -3.0% | 3,098 | +0.4% | 0.04% | -7.9% |
| TGT | Sell | TARGET CORP | $1,388,121 | -36.1% | 10,524 | -19.7% | 0.04% | -39.7% |
| SDY | SPDR SER TRs&p divid etf | $1,341,760 | -0.9% | 10,946 | 0.0% | 0.03% | -5.6% | |
| MUB | ISHARES TRnational mun etf | $1,339,675 | -0.9% | 12,552 | 0.0% | 0.03% | -5.6% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $1,300,464 | +8.4% | 27,003 | 0.0% | 0.03% | +3.1% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,301,133 | +2.2% | 23,201 | +0.6% | 0.03% | -2.9% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,333,441 | +1.6% | 50,605 | -0.1% | 0.03% | -5.7% |
| IAU | ISHARES GOLD TRishares new | $1,327,907 | -2.6% | 36,491 | 0.0% | 0.03% | -10.8% | |
| CSX | Buy | CSX CORP | $1,285,571 | +14.3% | 37,700 | +0.4% | 0.03% | +6.7% |
| SYY | Sell | SYSCO CORP | $1,288,036 | -7.4% | 17,359 | -3.7% | 0.03% | -13.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,285,863 | +6.5% | 9,049 | +3.5% | 0.03% | 0.0% |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $1,223,142 | +1.9% | 16,289 | 0.0% | 0.03% | -3.1% | |
| PAYX | Buy | PAYCHEX INC | $1,149,689 | -1.6% | 10,277 | +0.8% | 0.03% | -6.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,138,345 | -1.2% | 66,106 | +0.5% | 0.03% | -6.5% |
| MCO | Buy | MOODYS CORP | $1,169,730 | +18.3% | 3,364 | +4.1% | 0.03% | +7.4% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,126,179 | +5.5% | 5,473 | -0.1% | 0.03% | -3.4% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $1,106,682 | -4.7% | 2,428 | -3.5% | 0.03% | -9.7% |
| NHC | Sell | NATIONAL HEALTHCARE CORP | $1,094,646 | +5.9% | 17,707 | -0.6% | 0.03% | -3.6% |
| PH | Buy | PARKER-HANNIFIN CORP | $1,063,640 | +16.6% | 2,727 | +0.4% | 0.03% | +8.0% |
| FTNT | Sell | FORTINET INC | $1,032,637 | +13.1% | 13,661 | -0.5% | 0.03% | +4.0% |
| CTAS | Buy | CINTAS CORP | $1,053,311 | +7.5% | 2,119 | +0.1% | 0.03% | 0.0% |
| HSY | Sell | HERSHEY CO | $1,038,003 | -2.0% | 4,157 | -0.2% | 0.03% | -7.1% |
| IYR | Buy | ISHARES TRu.s. real es etf | $994,733 | +2.1% | 11,495 | +0.1% | 0.02% | -3.8% |
| VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $986,102 | +3.6% | 14,248 | 0.0% | 0.02% | -3.8% | |
| CLX | Sell | CLOROX CO DEL | $908,596 | -0.2% | 5,713 | -0.7% | 0.02% | -4.2% |
| TSLA | Sell | TESLA INC | $920,908 | +24.2% | 3,518 | -1.6% | 0.02% | +15.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $906,918 | +6.0% | 12,081 | +6.7% | 0.02% | 0.0% |
| GPC | Sell | GENUINE PARTS CO | $902,673 | +0.7% | 5,334 | -0.5% | 0.02% | -4.2% |
| ASML | Sell | ASML HOLDING N V | $863,179 | +3.6% | 1,191 | -2.7% | 0.02% | 0.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $879,072 | +1.0% | 6,623 | -1.4% | 0.02% | -4.3% |
| ECL | Sell | ECOLAB INC | $858,777 | +8.6% | 4,600 | -3.7% | 0.02% | +4.8% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $849,414 | -1.9% | 12,980 | +1.5% | 0.02% | -8.7% |
| DLR | Sell | DIGITAL RLTY TR INC | $844,574 | -86.2% | 7,417 | -88.1% | 0.02% | -87.3% |
| BA | Buy | BOEING CO | $823,314 | +10.5% | 3,899 | +11.1% | 0.02% | +5.0% |
| SON | Buy | SONOCO PRODS CO | $819,727 | +0.4% | 13,889 | +3.7% | 0.02% | -4.5% |
| BAX | BAXTER INTL INC | $841,128 | +12.3% | 18,462 | 0.0% | 0.02% | +5.0% | |
| SMBK | SMARTFINANCIAL INC | $790,773 | -7.0% | 36,763 | 0.0% | 0.02% | -13.0% | |
| Sell | GENERAL ELECTRIC CO | $794,216 | +14.5% | 7,230 | -0.3% | 0.02% | +5.3% | |
| MTB | New | M & T BK CORP | $801,098 | – | 6,473 | +100.0% | 0.02% | – |
| NSC | Sell | NORFOLK SOUTHN CORP | $817,468 | +6.7% | 3,605 | -0.2% | 0.02% | -4.8% |
| YUM | Sell | YUM BRANDS INC | $793,893 | -17.1% | 5,730 | -21.0% | 0.02% | -23.1% |
| INTU | Buy | INTUIT | $741,353 | +6.9% | 1,618 | +4.1% | 0.02% | 0.0% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $760,183 | +13.4% | 4,543 | +2.1% | 0.02% | +5.6% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $760,736 | +7.6% | 3,041 | +4.7% | 0.02% | 0.0% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $764,507 | -42.8% | 22,679 | -45.4% | 0.02% | -47.2% |
| MCK | Sell | MCKESSON CORP | $738,391 | +19.5% | 1,728 | -0.4% | 0.02% | +11.8% |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $762,501 | +8.2% | 3,783 | 0.0% | 0.02% | 0.0% | |
| Sell | BROOKFIELD ASSET MANAGMT LTD | $744,644 | -0.5% | 22,811 | -0.3% | 0.02% | -5.0% | |
| CFG | Buy | CITIZENS FINL GROUP INC | $761,197 | +43874.4% | 29,187 | +51105.3% | 0.02% | – |
| ATO | Buy | ATMOS ENERGY CORP | $708,980 | +5.3% | 6,094 | +1.7% | 0.02% | 0.0% |
| RSG | Sell | REPUBLIC SVCS INC | $701,059 | +12.4% | 4,577 | -0.8% | 0.02% | +5.9% |
| HYD | Sell | VANECK ETF TRUSThigh yld munietf | $729,490 | -36.7% | 14,209 | -36.2% | 0.02% | -41.9% |
| WPC | WP CAREY INC | $665,466 | -12.8% | 9,850 | 0.0% | 0.02% | -15.0% | |
| MPC | Buy | MARATHON PETE CORP | $661,587 | -11.8% | 5,674 | +2.0% | 0.02% | -15.0% |
| PREF | Sell | PRINCIPAL EXCHANGE TRADED FDspectrum pfd | $640,677 | -0.5% | 37,798 | -0.2% | 0.02% | -5.9% |
| PGR | Sell | PROGRESSIVE CORP | $646,363 | -9.2% | 4,883 | -1.9% | 0.02% | -15.8% |
| IYY | ISHARES TRdow jones us etf | $637,414 | +8.3% | 5,884 | 0.0% | 0.02% | 0.0% | |
| JLL | Buy | JONES LANG LASALLE INC | $618,993 | +12.5% | 3,973 | +5.0% | 0.02% | +6.7% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $647,051 | -9.9% | 7,808 | -12.3% | 0.02% | -15.8% |
| DD | Sell | DUPONT DE NEMOURS INC | $629,101 | -1.4% | 8,806 | -0.9% | 0.02% | -5.9% |
| LNC | Sell | LINCOLN NATL CORP IND | $626,535 | -9.5% | 24,322 | -21.1% | 0.02% | -15.8% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $615,424 | +8.5% | 1,280 | -0.5% | 0.02% | 0.0% |
| FBHS | Buy | FORTUNE BRANDS INNOVATIONS I | $607,043 | +22.8% | 8,437 | +0.2% | 0.02% | +15.4% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $602,879 | -76.6% | 11,863 | -76.8% | 0.02% | -78.3% |
| XYL | Sell | XYLEM INC | $617,271 | +7.1% | 5,481 | -0.4% | 0.02% | 0.0% |
| ET | ENERGY TRANSFER L P | $552,590 | +1.8% | 43,511 | 0.0% | 0.01% | -6.7% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $552,889 | -33.2% | 13,976 | -33.4% | 0.01% | -36.4% |
| STWD | Sell | STARWOOD PPTY TR INC | $553,133 | +7.4% | 28,512 | -2.1% | 0.01% | 0.0% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $557,131 | +32.0% | 2,837 | +65.7% | 0.01% | +27.3% |
| MGC | Buy | VANGUARD WORLD FDmega cap index | $574,364 | +11.3% | 3,671 | +1.8% | 0.01% | 0.0% |
| IEF | ISHARES TR7-10 yr trsy bd | $521,930 | -2.5% | 5,403 | 0.0% | 0.01% | -7.1% | |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $521,625 | -8.9% | 6,955 | -13.1% | 0.01% | -13.3% |
| CCI | Sell | CROWN CASTLE INC | $537,227 | -60.8% | 4,715 | -54.0% | 0.01% | -64.9% |
| Buy | SHELL PLCspon ads | $527,661 | +8.5% | 8,739 | +3.4% | 0.01% | 0.0% | |
| LULU | LULULEMON ATHLETICA INC | $469,341 | +3.9% | 1,240 | 0.0% | 0.01% | 0.0% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $460,554 | +2.7% | 2,408 | -1.2% | 0.01% | 0.0% |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $489,141 | +1.3% | 15,032 | 0.0% | 0.01% | -7.7% | |
| MELI | MERCADOLIBRE INC | $479,763 | -10.1% | 405 | 0.0% | 0.01% | -14.3% | |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $474,537 | +10.9% | 9,365 | +10.7% | 0.01% | +9.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $480,533 | +12.4% | 4,762 | +2.5% | 0.01% | +9.1% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $457,452 | +5.3% | 5,240 | -2.0% | 0.01% | -8.3% |
| LRCX | Buy | LAM RESEARCH CORP | $426,859 | +80439.4% | 664 | +66300.0% | 0.01% | – |
| AEE | Buy | AMEREN CORP | $447,469 | -2.5% | 5,479 | +3.2% | 0.01% | -8.3% |
| MSI | Sell | MOTOROLA SOLUTIONS INC | $424,082 | +1.4% | 1,446 | -1.1% | 0.01% | 0.0% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $439,651 | +86.1% | 1,811 | +73.8% | 0.01% | +83.3% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $457,898 | +4.4% | 2,798 | 0.0% | 0.01% | -8.3% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $447,812 | +6.6% | 16,494 | 0.0% | 0.01% | 0.0% | |
| SLV | Buy | ISHARES SILVER TRishares | $442,868 | +1.6% | 21,200 | +7.6% | 0.01% | -8.3% |
| PSX | Buy | PHILLIPS 66 | $433,884 | -5.7% | 4,549 | +0.2% | 0.01% | -8.3% |
| ZTS | Buy | ZOETIS INCcl a | $446,372 | +12.1% | 2,592 | +8.4% | 0.01% | 0.0% |
| CMI | Buy | CUMMINS INC | $393,482 | +5.9% | 1,605 | +3.1% | 0.01% | 0.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $386,093 | +205.0% | 4,093 | +167.5% | 0.01% | +233.3% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $387,835 | -13.4% | 5,229 | -12.7% | 0.01% | -16.7% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $409,766 | +14.1% | 10,872 | +13.1% | 0.01% | 0.0% |
| IBB | ISHARES TRishares biotech | $380,880 | -1.7% | 3,000 | 0.0% | 0.01% | 0.0% | |
| KHC | Buy | KRAFT HEINZ CO | $402,749 | -2.1% | 11,345 | +6.7% | 0.01% | -9.1% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $395,952 | +60.3% | 3,476 | +37.9% | 0.01% | +42.9% |
| AMP | Sell | AMERIPRISE FINL INC | $407,561 | -4.7% | 1,227 | -12.1% | 0.01% | -9.1% |
| BP | Buy | BP PLCsponsored adr | $392,142 | -1.7% | 11,112 | +5.7% | 0.01% | -9.1% |
| Buy | GSK PLCsponsored adr | $403,730 | +2.4% | 11,328 | +2.2% | 0.01% | -9.1% | |
| PLD | Buy | PROLOGIS INC. | $386,162 | +0.2% | 3,149 | +2.0% | 0.01% | 0.0% |
| TRP | Sell | TC ENERGY CORP | $407,333 | +2.5% | 10,080 | -1.3% | 0.01% | -9.1% |
| OKE | Buy | ONEOK INC NEW | $341,867 | -2.3% | 5,539 | +0.6% | 0.01% | 0.0% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $348,742 | +3.1% | 4,653 | -10.4% | 0.01% | 0.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $362,004 | +10.3% | 2,616 | +6.9% | 0.01% | 0.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $333,443 | -18.4% | 3,107 | -23.1% | 0.01% | -27.3% |
| SNY | Buy | SANOFIsponsored adr | $325,934 | +2.2% | 6,047 | +3.2% | 0.01% | -11.1% |
| CHH | Sell | CHOICE HOTELS INTL INC | $318,362 | -18.7% | 2,709 | -18.9% | 0.01% | -27.3% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $333,529 | +20.4% | 1,519 | +4.9% | 0.01% | +14.3% |
| JACOBS SOLUTIONS INC | $300,315 | +1.2% | 2,526 | 0.0% | 0.01% | 0.0% | ||
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $307,763 | +16.6% | 880 | +3.5% | 0.01% | +14.3% |
| Buy | GE HEALTHCARE TECHNOLOGIES I | $304,729 | +24.2% | 3,751 | +25.4% | 0.01% | +14.3% | |
| PHILLIPS EDISON & CO INC | $315,819 | +4.5% | 9,267 | 0.0% | 0.01% | 0.0% | ||
| LUV | SOUTHWEST AIRLS CO | $314,302 | +11.3% | 8,680 | 0.0% | 0.01% | 0.0% | |
| HPQ | Sell | HP INC | $323,314 | -3.9% | 10,528 | -8.2% | 0.01% | -11.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $321,359 | +5.0% | 4,524 | +0.3% | 0.01% | 0.0% |
| IMCG | ISHARES TRmrgstr md cp grw | $283,250 | +5.9% | 4,648 | 0.0% | 0.01% | 0.0% | |
| FTV | FORTIVE CORP | $269,622 | +9.7% | 3,606 | 0.0% | 0.01% | 0.0% | |
| ROK | Buy | ROCKWELL AUTOMATION INC | $271,797 | +826.2% | 825 | +725.0% | 0.01% | +600.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $283,191 | -14.7% | 9,940 | +3.5% | 0.01% | -22.2% |
| VLUE | ISHARES TRmsci usa value | $291,218 | +1.3% | 3,105 | 0.0% | 0.01% | -12.5% | |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $276,537 | -3.2% | 6,013 | -2.0% | 0.01% | -12.5% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $262,083 | -91.9% | 11,779 | -92.0% | 0.01% | -92.0% |
| LNT | ALLIANT ENERGY CORP | $270,953 | -1.7% | 5,163 | 0.0% | 0.01% | 0.0% | |
| BXMT | Sell | BLACKSTONE MTG TR INC | $280,436 | -29.3% | 13,476 | -39.4% | 0.01% | -36.4% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $289,652 | +12.9% | 5,355 | +4.5% | 0.01% | 0.0% |
| ARCC | Sell | ARES CAPITAL CORP | $293,838 | -26.3% | 15,638 | -28.3% | 0.01% | -36.4% |
| HAL | Buy | HALLIBURTON CO | $270,090 | +5.1% | 8,187 | +0.8% | 0.01% | 0.0% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $292,933 | -48.0% | 6,226 | -47.4% | 0.01% | -53.3% |
| JNK | Sell | SPDR SER TRbloomberg high y | $267,992 | -14.1% | 2,912 | -13.3% | 0.01% | -12.5% |
| MS | Buy | MORGAN STANLEY | $286,434 | +23.1% | 3,354 | +26.6% | 0.01% | +16.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $292,273 | -21.4% | 3,313 | -26.3% | 0.01% | -30.0% |
| TSCO | Buy | TRACTOR SUPPLY CO | $289,421 | +3.0% | 1,309 | +9.4% | 0.01% | -12.5% |
| ED | Buy | CONSOLIDATED EDISON INC | $279,426 | -5.5% | 3,091 | +0.0% | 0.01% | -12.5% |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $248,747 | – | 4,961 | +100.0% | 0.01% | – |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $224,895 | +8.0% | 4,350 | 0.0% | 0.01% | 0.0% | |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $219,867 | +4.8% | 5,020 | +0.4% | 0.01% | 0.0% |
| ITT | ITT INC | $244,490 | +8.0% | 2,623 | 0.0% | 0.01% | 0.0% | |
| FITB | Sell | FIFTH THIRD BANCORP | $224,175 | -16.5% | 8,553 | -15.1% | 0.01% | -14.3% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $224,546 | – | 2,225 | +100.0% | 0.01% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $256,951 | +653.9% | 5,169 | +593.8% | 0.01% | +500.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $250,312 | +0.5% | 10,163 | +0.1% | 0.01% | -14.3% |
| CE | New | CELANESE CORP DEL | $238,202 | – | 2,057 | +100.0% | 0.01% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $226,300 | – | 1,317 | +100.0% | 0.01% | – |
| F | Sell | FORD MTR CO DEL | $222,714 | -6.7% | 14,720 | -22.3% | 0.01% | 0.0% |
| ACLS | New | AXCELIS TECHNOLOGIES INC | $225,680 | – | 1,231 | +100.0% | 0.01% | – |
| PTF | INVESCO EXCHANGE TRADED FD Tdwa technology | $226,734 | +12.6% | 1,540 | 0.0% | 0.01% | +20.0% | |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $251,759 | +8.1% | 4,383 | +1.6% | 0.01% | 0.0% |
| DVN | Buy | DEVON ENERGY CORP NEW | $244,117 | -4.1% | 5,050 | +0.4% | 0.01% | -14.3% |
| SAIA | New | SAIA INC | $239,003 | – | 698 | +100.0% | 0.01% | – |
| IP | Sell | INTERNATIONAL PAPER CO | $258,106 | -21.4% | 8,114 | -10.9% | 0.01% | -33.3% |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $226,762 | -0.8% | 4,782 | 0.0% | 0.01% | 0.0% | |
| EXAS | EXACT SCIENCES CORP | $254,469 | +38.5% | 2,710 | 0.0% | 0.01% | +20.0% | |
| TD | Sell | TORONTO DOMINION BK ONT | $222,431 | -26.4% | 3,587 | -28.9% | 0.01% | -25.0% |
| CM | Sell | CANADIAN IMPERIAL BK COMM TO | $226,630 | -4.0% | 5,310 | -4.6% | 0.01% | 0.0% |
| IPG | New | INTERPUBLIC GROUP COS INC | $228,820 | – | 5,931 | +100.0% | 0.01% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $202,441 | -10.3% | 3,583 | +0.6% | 0.01% | -16.7% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $211,147 | – | 600 | +100.0% | 0.01% | – |
| PFEB | New | INNOVATOR ETFS TRus eqty pwr buf | $212,451 | – | 6,900 | +100.0% | 0.01% | – |
| PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $210,660 | – | 6,000 | +100.0% | 0.01% | – |
| NUE | Sell | NUCOR CORP | $204,975 | -34.4% | 1,250 | -38.2% | 0.01% | -37.5% |
| GOLD | Sell | BARRICK GOLD CORP | $179,677 | -8.9% | 10,613 | -0.0% | 0.01% | 0.0% |
| PODD | Sell | INSULET CORP | $205,587 | -26.4% | 713 | -18.6% | 0.01% | -37.5% |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $200,612 | -1.4% | 3,475 | 0.0% | 0.01% | 0.0% | |
| MET | Buy | METLIFE INC | $201,869 | -1.9% | 3,571 | +0.6% | 0.01% | -16.7% |
| CELH | New | CELSIUS HLDGS INC | $206,777 | – | 1,386 | +100.0% | 0.01% | – |
| AON | New | AON PLC | $213,334 | – | 618 | +100.0% | 0.01% | – |
| LPX | New | LOUISIANA PAC CORP | $207,995 | – | 2,774 | +100.0% | 0.01% | – |
| DGRO | New | ISHARES TRcore div grwth | $204,265 | – | 3,964 | +100.0% | 0.01% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $213,891 | – | 1,045 | +100.0% | 0.01% | – |
| CTVA | Buy | CORTEVA INC | $208,918 | -4.9% | 3,646 | +0.1% | 0.01% | -16.7% |
| SMMF | Buy | SUMMIT FINL GROUP INC | $186,250 | +73.6% | 9,015 | +74.4% | 0.01% | +66.7% |
| WCC | New | WESCO INTL INC | $205,740 | – | 1,149 | +100.0% | 0.01% | – |
| DRAFTKINGS INC NEW | $154,770 | +37.2% | 5,825 | 0.0% | 0.00% | +33.3% | ||
| ETY | Sell | EATON VANCE TAX-MANAGED DIVE | $154,928 | +5.5% | 12,434 | -1.2% | 0.00% | 0.0% |
| PFF | ISHARES TRpfd and incm sec | $172,280 | -0.9% | 5,570 | 0.0% | 0.00% | -20.0% | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $154,556 | +8.5% | 418 | 0.0% | 0.00% | 0.0% | |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $149,760 | -2.1% | 130 | 0.0% | 0.00% | 0.0% | |
| EOS | EATON VANCE ENHANCED EQUITY | $151,332 | +9.1% | 8,459 | 0.0% | 0.00% | 0.0% | |
| ALB | Sell | ALBEMARLE CORP | $144,785 | -62.6% | 649 | -62.9% | 0.00% | -60.0% |
| New | CANADIAN PACIFIC KANSAS CITY | $143,788 | – | 1,778 | +100.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC | $155,877 | +12.7% | 358 | 0.0% | 0.00% | 0.0% | |
| IAT | ISHARES TRus regnl bks etf | $106,527 | -5.4% | 3,147 | 0.0% | 0.00% | 0.0% | |
| AN | AUTONATION INC | $108,643 | +22.5% | 660 | 0.0% | 0.00% | +50.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $103,740 | +58.9% | 1,000 | 0.0% | 0.00% | +50.0% | |
| BSL | Sell | BLACKSTONE SENI FLTN RAT 202 | $133,764 | +0.1% | 10,434 | -1.0% | 0.00% | -25.0% |
| TPR | TAPESTRY INC | $99,895 | -0.7% | 2,334 | 0.0% | 0.00% | 0.0% | |
| FOXF | FOX FACTORY HLDG CORP | $136,723 | -10.6% | 1,260 | 0.0% | 0.00% | -25.0% | |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $128,370 | +8.2% | 3,000 | 0.0% | 0.00% | 0.0% | |
| Buy | HALEON PLCspon ads | $125,164 | +3.0% | 14,936 | +0.1% | 0.00% | 0.0% | |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $128,358 | -9.7% | 11,907 | -6.2% | 0.00% | -25.0% |
| HEIA | HEICO CORP NEWcl a | $126,681 | +3.5% | 901 | 0.0% | 0.00% | 0.0% | |
| PICK | ISHARES INCmsci gbl etf new | $114,300 | -5.3% | 2,825 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $104,740 | +8.3% | 2,000 | 0.0% | 0.00% | 0.0% | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $62,275 | -0.0% | 1,075 | 0.0% | 0.00% | 0.0% | |
| LII | LENNOX INTL INC | $68,149 | +29.8% | 209 | 0.0% | 0.00% | +100.0% | |
| MKTX | MARKETAXESS HLDGS INC | $65,355 | -33.2% | 250 | 0.0% | 0.00% | -33.3% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $98,373 | -14.3% | 75 | 0.0% | 0.00% | -33.3% | |
| HES | HESS CORP | $60,498 | +2.7% | 445 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $92,688 | +11.0% | 625 | 0.0% | 0.00% | 0.0% | |
| PSA | PUBLIC STORAGE | $87,564 | -3.4% | 300 | 0.0% | 0.00% | 0.0% | |
| RMD | RESMED INC | $98,325 | -0.2% | 450 | 0.0% | 0.00% | -33.3% | |
| SHOP | SHOPIFY INCcl a | $67,830 | +34.8% | 1,050 | 0.0% | 0.00% | +100.0% | |
| SBSW | SIBANYE STILLWATER LTDsponsored adr | $70,100 | -25.0% | 11,234 | 0.0% | 0.00% | -33.3% | |
| AAON | AAON INC | $71,108 | -1.9% | 750 | 0.0% | 0.00% | 0.0% | |
| SCCO | SOUTHERN COPPER CORP | $94,553 | -5.9% | 1,318 | 0.0% | 0.00% | -33.3% | |
| SGRY | SURGERY PARTNERS INC | $89,980 | +30.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| TXRH | TEXAS ROADHOUSE INC | $69,950 | +3.9% | 623 | 0.0% | 0.00% | 0.0% | |
| CGNX | COGNEX CORP | $65,543 | +13.1% | 1,170 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $89,173 | -0.8% | 270 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC | $62,924 | -1.2% | 323 | 0.0% | 0.00% | 0.0% | |
| DON | WISDOMTREE TRus midcap divid | $67,238 | +2.6% | 1,599 | 0.0% | 0.00% | 0.0% | |
| PDI | PIMCO DYNAMIC INCOME FD | $21,469 | +4.1% | 1,145 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $40,207 | +7.7% | 310 | 0.0% | 0.00% | 0.0% | |
| AVY | Sell | AVERY DENNISON CORP | $35,047 | -85.3% | 204 | -84.7% | 0.00% | -83.3% |
| EQIX | Sell | EQUINIX INC | $23,518 | -89.5% | 30 | -90.3% | 0.00% | -83.3% |
| MTN | VAIL RESORTS INC | $27,190 | +7.7% | 108 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC | $38,508 | +10.0% | 335 | 0.0% | 0.00% | 0.0% | |
| SRC | SPIRIT RLTY CAP INC NEW | $43,397 | -1.2% | 1,102 | 0.0% | 0.00% | 0.0% | |
| SPLK | SPLUNK INC | $51,984 | +10.6% | 490 | 0.0% | 0.00% | 0.0% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41,025 | +3.7% | 245 | 0.0% | 0.00% | 0.0% | |
| EMN | EASTMAN CHEM CO | $40,604 | -0.7% | 485 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $23,234 | +12.3% | 357 | 0.0% | 0.00% | 0.0% | |
| CNI | CANADIAN NATL RY CO | $21,187 | +2.6% | 175 | 0.0% | 0.00% | 0.0% | |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $57,470 | +53.3% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PAYC | PAYCOM SOFTWARE INC | $41,761 | +5.7% | 130 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC | $45,866 | +11.3% | 442 | 0.0% | 0.00% | 0.0% | |
| New | FRANKLIN BSP RLTY TR INC | $56,640 | – | 4,000 | +100.0% | 0.00% | – | |
| WEC | WEC ENERGY GROUP INC | $28,942 | -6.9% | 328 | 0.0% | 0.00% | 0.0% | |
| XRAY | DENTSPLY SIRONA INC | $21,891 | +1.9% | 547 | 0.0% | 0.00% | 0.0% | |
| QLYS | QUALYS INC | $23,251 | -0.7% | 180 | 0.0% | 0.00% | 0.0% | |
| ETSY | ETSY INC | $31,729 | -24.0% | 375 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT CO INC | $56,129 | +13.4% | 560 | 0.0% | 0.00% | 0.0% | |
| BURL | BURLINGTON STORES INC | $22,822 | -22.1% | 145 | 0.0% | 0.00% | 0.0% | |
| MORN | MORNINGSTAR INC | $23,528 | -3.4% | 120 | 0.0% | 0.00% | 0.0% | |
| FBK | FB FINL CORP | $28,779 | -9.7% | 1,026 | 0.0% | 0.00% | 0.0% | |
| TYL | TYLER TECHNOLOGIES INC | $31,235 | +17.4% | 75 | 0.0% | 0.00% | 0.0% | |
| FDS | FACTSET RESH SYS INC | $40,065 | -3.5% | 100 | 0.0% | 0.00% | 0.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $39,810 | +2.8% | 571 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $33,112 | +5.5% | 372 | 0.0% | 0.00% | 0.0% | |
| ALGN | ALIGN TECHNOLOGY INC | $22,987 | +5.8% | 65 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC | $31,085 | -7.8% | 500 | 0.0% | 0.00% | 0.0% | |
| IBKR | INTERACTIVE BROKERS GROUP IN | $30,736 | +0.6% | 370 | 0.0% | 0.00% | 0.0% | |
| SIVR | ABRDN SILVER ETF TRUST | $52,877 | -5.5% | 2,420 | 0.0% | 0.00% | -50.0% | |
| CRL | CHARLES RIV LABS INTL INC | $27,332 | +4.2% | 130 | 0.0% | 0.00% | 0.0% | |
| ASPEN TECHNOLOGY INC | $49,613 | -26.8% | 296 | 0.0% | 0.00% | -50.0% | ||
| BGB | BLACKSTONE STRATEGIC CRED 20 | $24,418 | +2.6% | 2,234 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $40,260 | -21.3% | 6,000 | 0.0% | 0.00% | 0.0% | |
| ONB | OLD NATL BANCORP IND | $42,531 | -3.3% | 3,051 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $42,764 | -8.1% | 630 | 0.0% | 0.00% | 0.0% | |
| STE | STERIS PLC | $44,996 | +17.6% | 200 | 0.0% | 0.00% | 0.0% | |
| POOL | POOL CORP | $50,576 | +9.4% | 135 | 0.0% | 0.00% | 0.0% | |
| EGP | EASTGROUP PPTYS INC | $22,568 | +5.0% | 130 | 0.0% | 0.00% | 0.0% | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $23,260 | -3.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| NBB | Sell | NUVEEN TAXABLE MUNICPAL INM | $37,625 | -4.1% | 2,398 | -1.5% | 0.00% | 0.0% |
| GNRC | GENERAC HLDGS INC | $49,959 | +38.1% | 335 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $29,367 | -0.7% | 2,510 | 0.0% | 0.00% | 0.0% | |
| NTRS | NORTHERN TR CORP | $9,193 | -15.9% | 124 | 0.0% | 0.00% | – | |
| ATR | APTARGROUP INC | $3,360 | -2.0% | 29 | 0.0% | 0.00% | – | |
| AMAT | APPLIED MATLS INC | $3,180 | +17.7% | 22 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $15,546 | +14.0% | 11,265 | 0.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $3,922 | -17.4% | 396 | -19.5% | 0.00% | – |
| KYN | KAYNE ANDERSON ENERGY INFRST | $18,356 | -5.8% | 2,255 | 0.0% | 0.00% | -100.0% | |
| VNT | VONTIER CORPORATION | $15,429 | +17.8% | 479 | 0.0% | 0.00% | – | |
| VMC | Sell | VULCAN MATLS CO | $15,781 | -98.4% | 70 | -98.8% | 0.00% | -100.0% |
| ICUI | ICU MED INC | $6,949 | +8.0% | 39 | 0.0% | 0.00% | – | |
| APH | AMPHENOL CORP NEWcl a | $5,607 | +3.9% | 66 | 0.0% | 0.00% | – | |
| IDXX | IDEXX LABS INC | $2,511 | +0.4% | 5 | 0.0% | 0.00% | – | |
| WARNER BROS DISCOVERY INC | $16,189 | -17.0% | 1,291 | 0.0% | 0.00% | -100.0% | ||
| MWA | MUELLER WTR PRODS INC | $7,693 | +16.4% | 474 | 0.0% | 0.00% | – | |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,427 | -2.5% | 17 | 0.0% | 0.00% | – | |
| WERN | WERNER ENTERPRISES INC | $1,325 | -2.9% | 30 | 0.0% | 0.00% | – | |
| INDB | INDEPENDENT BK CORP MASS | $356 | -32.2% | 8 | 0.0% | 0.00% | – | |
| AVO | MISSION PRODUCE INC | $1,042 | +9.1% | 86 | 0.0% | 0.00% | – | |
| MICROVAST HOLDINGS INC*w exp 04/01/202 | $2,050 | +7.4% | 10,000 | 0.0% | 0.00% | – | ||
| IEUR | ISHARES TRcore msci euro | $7,210 | +0.5% | 137 | 0.0% | 0.00% | – | |
| MKC | MCCORMICK & CO INC | $13,957 | +4.8% | 160 | 0.0% | 0.00% | – | |
| Z | ZILLOW GROUP INCcl c cap stk | $16,334 | +13.0% | 325 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $728 | +12.7% | 5 | 0.0% | 0.00% | – | |
| ISRG | INTUITIVE SURGICAL INC | $5,129 | +33.8% | 15 | 0.0% | 0.00% | – | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $14,754 | -9.6% | 130 | 0.0% | 0.00% | – | |
| LYFT | LYFT INC | $3,356 | +3.4% | 350 | 0.0% | 0.00% | – | |
| RE | EVEREST RE GROUP LTD | $3,419 | -4.5% | 10 | 0.0% | 0.00% | – | |
| LNN | LINDSAY CORP | $477 | -21.2% | 4 | 0.0% | 0.00% | – | |
| AJRD | AEROJET ROCKETDYNE HLDGS INC | $4,280 | -2.3% | 78 | 0.0% | 0.00% | – | |
| NOMD | NOMAD FOODS LTD | $911 | -6.5% | 52 | 0.0% | 0.00% | – | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $14,792 | -7.0% | 50 | 0.0% | 0.00% | – | |
| SSB | SOUTHSTATE CORPORATION | $11,581 | -7.7% | 176 | 0.0% | 0.00% | – | |
| EQC | EQUITY COMWLTH | $4,680 | -2.2% | 231 | 0.0% | 0.00% | – | |
| WTRG | ESSENTIAL UTILS INC | $479 | -8.6% | 12 | 0.0% | 0.00% | – | |
| Sell | SYLVAMO CORP | $3,843 | -40.7% | 95 | -32.1% | 0.00% | – | |
| FR | FIRST INDL RLTY TR INC | $15,002 | -1.1% | 285 | 0.0% | 0.00% | – | |
| FLO | FLOWERS FOODS INC | $4,976 | -9.2% | 200 | 0.0% | 0.00% | – | |
| CSGP | COSTAR GROUP INC | $7,476 | +29.3% | 84 | 0.0% | 0.00% | – | |
| SJW | SJW GROUP | $8,133 | -7.9% | 116 | 0.0% | 0.00% | – | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $1,159 | -11.2% | 5 | 0.0% | 0.00% | – | |
| FLS | FLOWSERVE CORP | $1,003 | +9.3% | 27 | 0.0% | 0.00% | – | |
| GLW | CORNING INC | $4,626 | -0.6% | 132 | 0.0% | 0.00% | – | |
| RGA | REINSURANCE GRP OF AMERICA I | $4,299 | +4.4% | 31 | 0.0% | 0.00% | – | |
| TER | TERADYNE INC | $16,254 | +3.6% | 146 | 0.0% | 0.00% | – | |
| TRNO | TERRENO RLTY CORP | $13,222 | -7.0% | 220 | 0.0% | 0.00% | – | |
| O | REALTY INCOME CORP | $2,691 | -5.5% | 45 | 0.0% | 0.00% | – | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $914 | +7.2% | 14 | 0.0% | 0.00% | – | |
| TOWN | TOWNEBANK PORTSMOUTH VA | $1,278 | -12.8% | 55 | 0.0% | 0.00% | – | |
| C | CITIGROUP INC | $8,979 | -1.8% | 195 | 0.0% | 0.00% | – | |
| POR | PORTLAND GEN ELEC CO | $2,295 | -4.2% | 49 | 0.0% | 0.00% | – | |
| UMBF | UMB FINL CORP | $1,279 | +5.5% | 21 | 0.0% | 0.00% | – | |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $2,349 | -11.1% | 94 | 0.0% | 0.00% | – | |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $8,993 | +24.1% | 57 | 0.0% | 0.00% | – | |
| New | VACASA INC | $8,451 | – | 12,456 | +100.0% | 0.00% | – | |
| GGG | GRACO INC | $2,418 | +18.3% | 28 | 0.0% | 0.00% | – | |
| VLY | VALLEY NATL BANCORP | $1,248 | -16.1% | 161 | 0.0% | 0.00% | – | |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $16,437 | +8.1% | 206 | 0.0% | 0.00% | – | |
| PCTY | PAYLOCITY HLDG CORP | $6,274 | -7.2% | 34 | 0.0% | 0.00% | – | |
| HIG | HARTFORD FINL SVCS GROUP INC | $1,296 | +3.3% | 18 | 0.0% | 0.00% | – | |
| CWT | CALIFORNIA WTR SVC GROUP | $2,685 | -11.3% | 52 | 0.0% | 0.00% | – | |
| CVGW | CALAVO GROWERS INC | $1,770 | +0.9% | 61 | 0.0% | 0.00% | – | |
| CALM | CAL MAINE FOODS INC | $900 | -26.1% | 20 | 0.0% | 0.00% | – | |
| CADENCE BANK | $5,892 | -5.4% | 300 | 0.0% | 0.00% | – | ||
| CI | THE CIGNA GROUP | $7,576 | +9.8% | 27 | 0.0% | 0.00% | – | |
| HEALTHCARE RLTY TR | $7,827 | -2.4% | 415 | 0.0% | 0.00% | – | ||
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $13,720 | +81.4% | 895 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $1,990 | -8.5% | 99 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $26 | -3.7% | 4 | 0.0% | 0.00% | – | ||
| OGN | ORGANON & CO | $3,912 | -11.5% | 188 | 0.0% | 0.00% | – | |
| ORLY | OREILLY AUTOMOTIVE INC | $4,776 | +12.5% | 5 | 0.0% | 0.00% | – | |
| MYI | BLACKROCK MUNIYIELD QUALITY | $13,128 | -3.5% | 1,200 | 0.0% | 0.00% | – | |
| JFR | NUVEEN FLOATING RATE INCOME | $10,099 | -3.8% | 1,280 | 0.0% | 0.00% | – | |
| NUVA | NUVASIVE INC | $499 | +0.6% | 12 | 0.0% | 0.00% | – | |
| AVA | AVISTA CORP | $2,906 | -7.5% | 74 | 0.0% | 0.00% | – | |
| HLT | HILTON WORLDWIDE HLDGS INC | $5,531 | +3.3% | 38 | 0.0% | 0.00% | – | |
| LEA | LEAR CORP | $1,292 | +2.9% | 9 | 0.0% | 0.00% | – | |
| ATVI | ACTIVISION BLIZZARD INC | $16,017 | -1.5% | 190 | 0.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC | $1,527 | -30.6% | 115 | -22.8% | 0.00% | – | |
| BKH | Exit | BLACK HILLS CORP | $0 | – | -37 | -100.0% | 0.00% | – |
| DBL | Exit | DOUBLELINE OPPORTUNISTIC CR | $0 | – | -378 | -100.0% | 0.00% | – |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $16,302 | +13.6% | 96 | 0.0% | 0.00% | – | |
| SHCR | New | SHARECARE INC | $18,352 | – | 10,487 | +100.0% | 0.00% | – |
| SNN | SMITH & NEPHEW PLCspdn adr new | $16,028 | +15.6% | 497 | 0.0% | 0.00% | – | |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -666 | -100.0% | -0.00% | – |
| VMW | Exit | VMWARE INC | $0 | – | -440 | -100.0% | -0.00% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -125 | -100.0% | -0.00% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -1,778 | -100.0% | -0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -12,659 | -100.0% | -0.01% | – |
| RWO | Exit | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | -4,880 | -100.0% | -0.01% | – |
| LECO | Exit | LINCOLN ELEC HLDGS INC | $0 | – | -1,279 | -100.0% | -0.01% | – |
| HUM | Exit | HUMANA INC | $0 | – | -443 | -100.0% | -0.01% | – |
| LSCC | Exit | LATTICE SEMICONDUCTOR CORP | $0 | – | -2,189 | -100.0% | -0.01% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -1,735 | -100.0% | -0.01% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -1,298 | -100.0% | -0.01% | – |
| KR | Exit | KROGER CO | $0 | – | -4,906 | -100.0% | -0.01% | – |
| IIIV | Exit | I3 VERTICALS INC | $0 | – | -36,284 | -100.0% | -0.02% | – |
| LQDH | Exit | ISHARES U S ETF TRint rt hdg c b | $0 | – | -23,564 | -100.0% | -0.06% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -83,894 | -100.0% | -0.10% | – |
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 2023-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINNACLE FINL PARTNERS INC | 42 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.3% |
| APPLE INC | 42 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.3% |
| AMAZON COM INC | 42 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.0% |
| HCA HOLDINGS INC | 42 | Q3 2023 | 2.4% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
View PINNACLE FINANCIAL PARTNERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 144 | 2024-04-26 |
| 8-K | 2024-04-26 |
| S-8 | 2024-04-26 |
| 144 | 2024-04-25 |
| 144 | 2024-04-25 |
| 8-K | 2024-04-23 |
View PINNACLE FINANCIAL PARTNERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.