Kings Point Capital Management
Latest statistics and disclosures from Kings Point Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, MINT, GOOGL, AMZN, and represent 20.45% of Kings Point Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SHEL (+$16M), SYY (+$16M), IJR, QCOM, PYPL, SPGI, BKNG, AMZN, NVDA, GNRC.
- Started 30 new stock positions in RUN, Pioneer Natural Resources, PBW, SLB, EOG, PBD, HLT, NUSC, CAH, Servicenow Inc cmn.
- Reduced shares in these 10 stocks: MINT (-$12M), SAP (-$7.5M), UL (-$6.8M), BIP (-$5.2M), TMO, BIPC, BSV, TTWO, Apple Inc option, SCHF.
- Sold out of its positions in AES, ARKK, AEF, AAP, A, ALB, ASTL, APH, ADM, BKR.
- Kings Point Capital Management was a net buyer of stock by $9.5M.
- Kings Point Capital Management has $1.1B in assets under management (AUM), dropping by -6.07%.
- Central Index Key (CIK): 0001388736
Tip: Access up to 7 years of quarterly data
Positions held by Kings Point Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kings Point Capital Management
Kings Point Capital Management holds 576 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Kings Point Capital Management has 576 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kings Point Capital Management March 31, 2022 positions
- Download the Kings Point Capital Management March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $70M | 401k | 174.61 |
|
|
| Microsoft Corporation (MSFT) | 3.8 | $44M | 143k | 308.31 |
|
|
| Pimco Etf Tr Enhanced Sho Etf (MINT) | 3.8 | $44M | -21% | 434k | 100.16 |
|
| Alphabet Inc Cap Stk Cl A (GOOGL) | 3.5 | $41M | 15k | 2781.32 |
|
|
| Amazon (AMZN) | 3.2 | $37M | +2% | 11k | 3259.94 |
|
| Accenture Plc Ireland Cla Shs Class A (ACN) | 2.3 | $27M | 79k | 337.23 |
|
|
| Thermo Fisher Scientific (TMO) | 2.2 | $25M | -12% | 43k | 590.64 |
|
| Aon Cl A Added (AON) | 1.9 | $22M | 69k | 325.62 |
|
|
| American Express Company (AXP) | 1.8 | $21M | 114k | 187.00 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $21M | +4% | 77k | 272.86 |
|
| Blackstone Group Com Cl A (BX) | 1.8 | $21M | 164k | 126.94 |
|
|
| Honeywell International (HON) | 1.7 | $19M | 98k | 194.58 |
|
|
| Hca Holdings (HCA) | 1.6 | $19M | 75k | 250.62 |
|
|
| American Tower Reit Cl A (AMT) | 1.6 | $18M | +2% | 73k | 251.22 |
|
| Raytheon Technologies Corp Com Added (RTX) | 1.6 | $18M | 182k | 99.07 |
|
|
| S&p Global (SPGI) | 1.6 | $18M | +7% | 43k | 410.18 |
|
| Qualcomm (QCOM) | 1.5 | $17M | +13% | 112k | 152.82 |
|
| Disney Walt Co Disney Com Disney (DIS) | 1.5 | $17M | +4% | 122k | 137.16 |
|
| Iqvia Holdings (IQV) | 1.4 | $16M | +5% | 71k | 231.21 |
|
| Shell Plc Spon Ads Ads (SHEL) | 1.4 | $16M | NEW | 296k | 54.93 |
|
| Generac Holdings (GNRC) | 1.4 | $16M | +6% | 55k | 297.27 |
|
| UnitedHealth (UNH) | 1.4 | $16M | +4% | 32k | 509.97 |
|
| Indus Realty Trust Com Added | 1.4 | $16M | 219k | 73.09 |
|
|
| SYSCO Corporation (SYY) | 1.4 | $16M | +10391% | 193k | 81.65 |
|
| Booking Holdings (BKNG) | 1.4 | $16M | +7% | 6.6k | 2348.50 |
|
| Avery Dennison Corporation (AVY) | 1.3 | $15M | +5% | 87k | 173.97 |
|
| Paypal Holdings (PYPL) | 1.3 | $15M | +9% | 130k | 115.65 |
|
| Nextera Energy (NEE) | 1.3 | $15M | +5% | 173k | 84.71 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $15M | +3% | 107k | 136.32 |
|
| Waste Management (WM) | 1.3 | $14M | +3% | 91k | 158.50 |
|
| McDonald's Corporation (MCD) | 1.3 | $14M | +2% | 58k | 247.29 |
|
| Vanguard Index Fds Total Etf (VTI) | 1.2 | $14M | 63k | 227.67 |
|
|
| Pepsi (PEP) | 1.2 | $14M | +2% | 82k | 167.38 |
|
| Charles River Laboratories (CRL) | 1.2 | $14M | +3% | 48k | 283.97 |
|
| Facebook Cl A (META) | 1.2 | $13M | +5% | 60k | 222.36 |
|
| Parker-Hannifin Corporation (PH) | 1.1 | $13M | +7% | 45k | 283.76 |
|
| Ametek (AME) | 1.1 | $13M | 95k | 133.18 |
|
|
| Crown Castle Intl (CCI) | 1.1 | $13M | -2% | 68k | 184.59 |
|
| Chevron Corporation (CVX) | 1.1 | $12M | +2% | 76k | 162.83 |
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 1.0 | $12M | +3% | 274k | 43.72 |
|
| Morgan Stanley (MS) | 1.0 | $11M | +2% | 128k | 87.40 |
|
| Bank of America Corporation (BAC) | 0.9 | $11M | +5% | 262k | 41.22 |
|
| Medtronic SHS (MDT) | 0.9 | $11M | +6% | 97k | 110.95 |
|
| Automatic Data Processing (ADP) | 0.9 | $10M | +3% | 45k | 227.54 |
|
| Ishares Tr S&p Midcap 400 Etf (IJJ) | 0.8 | $9.7M | 89k | 109.64 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.8 | $9.7M | -3% | 208k | 46.82 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $9.7M | +3% | 23k | 415.16 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $9.7M | +5% | 24k | 398.21 |
|
| Ssga Active Etf Tr Blkstn Gsosrln (SRLN) | 0.7 | $8.5M | +7% | 190k | 44.96 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $7.5M | 43k | 174.59 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $7.5M | +5% | 49k | 152.80 |
|
| Ishares Core S&p Scp Etf (IJR) | 0.6 | $7.3M | +203% | 68k | 107.87 |
|
| Newell Rubbermaid (NWL) | 0.6 | $7.2M | +3% | 338k | 21.41 |
|
| Williams-Sonoma (WSM) | 0.6 | $7.2M | +10% | 50k | 145.01 |
|
| Hannon Armstrong (HASI) | 0.6 | $7.2M | +7% | 151k | 47.43 |
|
| Ishares Tr S&p Midcap 400 Etf (IJH) | 0.6 | $6.9M | 26k | 268.34 |
|
|
| Digital Realty Trust (DLR) | 0.6 | $6.7M | 47k | 141.80 |
|
|
| Constellation Brands Cl A (STZ) | 0.6 | $6.4M | 28k | 230.33 |
|
|
| Tesla Motors (TSLA) | 0.5 | $6.3M | 5.8k | 1077.57 |
|
|
| Enterprise Products Partners (EPD) | 0.5 | $6.0M | 234k | 25.81 |
|
|
| Starwood Property Trust (STWD) | 0.5 | $5.5M | 226k | 24.17 |
|
|
| Kinder Morgan (KMI) | 0.5 | $5.4M | +8% | 287k | 18.91 |
|
| Berkshire Hathaway Inc De Cl A (BRK.A) | 0.5 | $5.3M | 10.00 | 528900.00 |
|
|
| Vanguard Bd Index Short Trm Bond (BSV) | 0.4 | $5.0M | -23% | 65k | 77.91 |
|
| Berkshire Hathaway Inc Ne Class B (BRK.B) | 0.4 | $4.8M | 14k | 352.94 |
|
|
| Alphabet Inc Cap Stk CL C (GOOG) | 0.4 | $4.3M | 1.5k | 2792.72 |
|
|
| Coca-Cola Company (KO) | 0.4 | $4.2M | 68k | 62.00 |
|
|
| Primo Water (PRMW) | 0.4 | $4.1M | 285k | 14.25 |
|
|
| Wisdomtree Trust Emg Mkts Smcap (DGS) | 0.3 | $3.8M | -2% | 72k | 53.30 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.3M | 30k | 112.24 |
|
|
| CVS Caremark Corporation (CVS) | 0.3 | $3.0M | 29k | 101.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.6M | 7.3k | 362.49 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.6M | +3% | 11k | 227.04 |
|
| Zscaler Incorporated (ZS) | 0.2 | $2.5M | 11k | 241.29 |
|
|
| Home Depot (HD) | 0.2 | $2.5M | 8.5k | 299.36 |
|
|
| Energy Transfer Equity LP (ET) | 0.2 | $2.5M | 225k | 11.19 |
|
|
| Philip Morris International (PM) | 0.2 | $2.2M | -4% | 24k | 93.92 |
|
| Paychex (PAYX) | 0.2 | $2.2M | 16k | 136.49 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.1M | 12k | 177.20 |
|
|
| Marvell Technology (MRVL) | 0.2 | $2.0M | +6% | 28k | 71.72 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.9M | 30k | 62.77 |
|
|
| Bank Ozk (OZK) | 0.2 | $1.8M | 43k | 42.70 |
|
|
| Abbvie (ABBV) | 0.1 | $1.7M | +31% | 11k | 162.13 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.7M | 6.1k | 273.26 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.7M | -21% | 36k | 46.14 |
|
| Visa Com Cl A (V) | 0.1 | $1.6M | 7.3k | 221.73 |
|
|
| Nvidia Corp option Call Option | 0.1 | $1.6M | -16% | 8.0k | 198.25 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.6M | +15% | 13k | 118.35 |
|
| Spdr S&p 500 Etf Tr Tr Un Unit Ser 1 (SPY) | 0.1 | $1.5M | -2% | 3.4k | 451.64 |
|
| Spdr S&p Midcap 400 Etf T Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | 3.1k | 490.33 |
|
|
| Nextera Energy Partners Unit Part In (NEP) | 0.1 | $1.4M | -2% | 16k | 83.37 |
|
| Select Sector Spdr Tr Tec Sbi Int-tech (XLK) | 0.1 | $1.3M | 8.3k | 158.89 |
|
|
| Altria (MO) | 0.1 | $1.3M | -4% | 25k | 52.25 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.3M | 18k | 71.36 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $1.3M | 1.9k | 675.92 |
|
|
| Alps Etf Tr Clean Energy Etf (ACES) | 0.1 | $1.2M | 20k | 63.35 |
|
|
| Ishares Core S&p500 Etf (IVV) | 0.1 | $1.2M | -10% | 2.7k | 453.67 |
|
| Spdr Gold Tr Gold Gold Shs (GLD) | 0.1 | $1.2M | +77% | 6.7k | 180.69 |
|
| Verizon Communications (VZ) | 0.1 | $1.2M | +2% | 24k | 50.95 |
|
| Norfolk Southern (NSC) | 0.1 | $1.2M | 4.1k | 285.19 |
|
|
| West Pharmaceutical Services (WST) | 0.1 | $1.1M | 2.6k | 410.64 |
|
|
| Hanesbrands (HBI) | 0.1 | $1.0M | 70k | 14.89 |
|
|
| Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) | 0.1 | $992k | -6% | 46k | 21.76 |
|
| Merck & Co (MRK) | 0.1 | $961k | 12k | 82.07 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $894k | 8.5k | 105.71 |
|
|
| Ishares Tr Core S&p Us Vlu Etf (IUSV) | 0.1 | $874k | 12k | 75.84 |
|
|
| Ishares Tr Russell 2000 I Cmdty Index (IWM) | 0.1 | $849k | -5% | 4.1k | 205.32 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $812k | +8% | 1.4k | 575.89 |
|
| Select Sector Spdr Tr Energy Etf (XLE) | 0.1 | $812k | +577% | 11k | 76.44 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $801k | -3% | 11k | 73.63 |
|
| Las Vegas Sands (LVS) | 0.1 | $764k | 20k | 38.86 |
|
|
| Select Sector Spdr Tr Ind Sbi Int-inds (XLI) | 0.1 | $763k | +4% | 7.4k | 102.98 |
|
| Nike CL B (NKE) | 0.1 | $762k | -3% | 5.7k | 134.56 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $759k | 10k | 75.82 |
|
|
| Ishares Tr U.s. Pfd Stk Etf (PFF) | 0.1 | $736k | 20k | 36.44 |
|
|
| Vanguard Group Div App Etf (VIG) | 0.1 | $731k | 4.5k | 162.23 |
|
|
| Pfizer (PFE) | 0.1 | $729k | 14k | 51.74 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $726k | -4% | 8.8k | 82.62 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $717k | 16k | 45.16 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $655k | -6% | 2.3k | 286.28 |
|
| Wal-Mart Stores (WMT) | 0.1 | $652k | -2% | 4.4k | 149.03 |
|
| Brookfield Asset Mgmt VTG | 0.1 | $652k | 12k | 56.60 |
|
|
| Duke Energy (DUK) | 0.1 | $650k | 5.8k | 111.72 |
|
|
| Lowe's Companies (LOW) | 0.1 | $647k | 3.2k | 202.19 |
|
|
| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.1 | $625k | +5% | 7.1k | 88.10 |
|
| Broadcom (AVGO) | 0.1 | $613k | -11% | 974.00 | 629.36 |
|
| Select Sector Spdr Tr Con Sbi Cons Discr (XLY) | 0.0 | $563k | 3.0k | 184.95 |
|
|
| Okta Cl A (OKTA) | 0.0 | $559k | 3.7k | 150.96 |
|
|
| DURECT Corporation | 0.0 | $550k | 820k | 0.67 |
|
|
| Williams Companies (WMB) | 0.0 | $523k | +3% | 16k | 33.40 |
|
| Danaher Corp Del Com (DHR) | 0.0 | $509k | 1.7k | 293.54 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $509k | -4% | 4.1k | 123.10 |
|
| First Tr Exchange Traded Fd Cloud Computing Etf (SKYY) | 0.0 | $499k | -2% | 5.5k | 90.45 |
|
| Amgen (AMGN) | 0.0 | $495k | -4% | 2.0k | 241.82 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $472k | +3% | 5.1k | 93.43 |
|
| Sap Ag Sponsored Adr Isin Spon Adr (SAP) | 0.0 | $466k | -94% | 4.2k | 110.95 |
|
| Select Sector Spdr Tr Con Sbi Cons Stpls (XLP) | 0.0 | $459k | 6.1k | 75.83 |
|
|
| Boeing Company (BA) | 0.0 | $457k | -7% | 2.4k | 191.45 |
|
| DEVICES INC Advanced Micro call Call Option | 0.0 | $454k | 15k | 30.27 |
|
|
| Pacer Fds Tr Bnchmrk Infra Etf (SRVR) | 0.0 | $454k | +8% | 12k | 39.00 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $445k | +8% | 7.3k | 60.93 |
|
| 3M Company (MMM) | 0.0 | $443k | 3.0k | 148.86 |
|
|
| Expedia Group Etf (EXPE) | 0.0 | $430k | -9% | 2.2k | 195.45 |
|
| Ishares Tr S&p Smallcap 6 Etf (IJS) | 0.0 | $389k | 3.8k | 102.37 |
|
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $389k | -8% | 5.3k | 73.65 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $374k | 1.3k | 287.47 |
|
|
| Bp Plc Spons Adr (BP) | 0.0 | $370k | +4% | 13k | 29.42 |
|
| United Parcel Service CL B (UPS) | 0.0 | $368k | -11% | 1.7k | 214.70 |
|
| Netflix (NFLX) | 0.0 | $366k | -3% | 976.00 | 375.00 |
|
| Mgm Growth Pptys Cl A Com | 0.0 | $361k | 9.3k | 38.75 |
|
|
| Tesla Motors Inc cmn Put Option | 0.0 | $359k | NEW | 4.6k | 78.04 |
|
| Consolidated Edison (ED) | 0.0 | $359k | +3% | 3.8k | 94.65 |
|
| Intuit (INTU) | 0.0 | $358k | 745.00 | 480.54 |
|
|
| Alphabet Inc Cap Stk CL C Call Option | 0.0 | $358k | 300.00 | 1193.33 |
|
|
| Ci Financial Corp (CIXXF) | 0.0 | $351k | NEW | 22k | 15.91 |
|
| Linde | 0.0 | $351k | +3% | 1.1k | 319.09 |
|
| Southern Company (SO) | 0.0 | $351k | 4.8k | 72.42 |
|
|
| Ishares Tr Dow Jones Sele Dj Sel Div Inx (DVY) | 0.0 | $347k | 2.7k | 128.28 |
|
|
| CSX Corporation (CSX) | 0.0 | $346k | -13% | 9.3k | 37.40 |
|
| Caterpillar Del Com (CAT) | 0.0 | $345k | 1.6k | 222.44 |
|
|
| Pimco Etf Tr Enhancd Short Etf (EMNT) | 0.0 | $341k | 3.4k | 98.98 |
|
|
| salesforce (CRM) | 0.0 | $338k | -8% | 1.6k | 212.31 |
|
| Global Payments (GPN) | 0.0 | $332k | -11% | 2.4k | 136.91 |
|
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $328k | -4% | 6.8k | 48.09 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $313k | 4.3k | 73.13 |
|
|
| Unilever Adr (UL) | 0.0 | $311k | -95% | 6.8k | 45.54 |
|
| Mastercard Cl A (MA) | 0.0 | $311k | +4% | 870.00 | 357.47 |
|
| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 0.0 | $302k | 2.1k | 143.54 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $301k | -12% | 723.00 | 416.32 |
|
| Under Armour CL C (UA) | 0.0 | $296k | -9% | 19k | 15.58 |
|
| Republic Services (RSG) | 0.0 | $293k | 2.2k | 132.34 |
|
|
| Chargepoint Holdings Com Cl A Added (CHPT) | 0.0 | $287k | +16% | 15k | 19.86 |
|
| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.0 | $285k | -27% | 4.1k | 69.53 |
|
| Church & Dwight (CHD) | 0.0 | $284k | 2.9k | 99.30 |
|
|
| Transunion (TRU) | 0.0 | $278k | 2.7k | 103.38 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $276k | 1.0k | 276.00 |
|
|
| BlackRock (BLK) | 0.0 | $276k | 361.00 | 764.54 |
|
|
| Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) | 0.0 | $275k | -3% | 792.00 | 347.22 |
|
| Essential Utils (WTRG) | 0.0 | $269k | -6% | 5.3k | 51.07 |
|
| Intel Corporation (INTC) | 0.0 | $262k | -35% | 5.3k | 49.52 |
|
| At&t (T) | 0.0 | $254k | +8% | 11k | 23.60 |
|
| Target Corporation (TGT) | 0.0 | $251k | -6% | 1.2k | 211.99 |
|
| Dbx Etf Tr Db Xtr Msci Eur Etf (DBEU) | 0.0 | $246k | 7.2k | 34.41 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $240k | -6% | 2.6k | 90.81 |
|
| Becton, Dickinson and (BDX) | 0.0 | $240k | 903.00 | 265.78 |
|
|
| Spdr Ser Tr Portfolio S&p500 Etf (SPLG) | 0.0 | $236k | -47% | 4.4k | 53.19 |
|
| Proshares Tr Proshares Ul Etf (SSO) | 0.0 | $235k | +100% | 3.6k | 65.72 |
|
| General Mills (GIS) | 0.0 | $232k | 3.4k | 67.58 |
|
|
| FedEx Corporation (FDX) | 0.0 | $231k | 1.0k | 231.00 |
|
|
| Pvh Corporation (PVH) | 0.0 | $230k | -25% | 3.0k | 76.67 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $229k | -74% | 6.2k | 36.68 |
|
| Enterprise Financial Services (EFSC) | 0.0 | $227k | 4.8k | 47.29 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $224k | -16% | 2.6k | 85.33 |
|
| Ecolab (ECL) | 0.0 | $222k | -2% | 1.3k | 176.19 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $216k | 474.00 | 455.70 |
|
|
| Anthem (ELV) | 0.0 | $214k | 435.00 | 491.95 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $210k | -3% | 2.8k | 76.00 |
|
| Select Sector Spdr Tr Hea Sbi Healthcare (XLV) | 0.0 | $209k | 1.5k | 136.69 |
|
|
| Vanguard Index Fds Value Etf Etf (VTV) | 0.0 | $206k | +251% | 1.4k | 147.46 |
|
| Ishares Tr Russell 1000 G Etf (IWF) | 0.0 | $204k | -36% | 734.00 | 277.93 |
|
| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.0 | $202k | -6% | 5.3k | 38.32 |
|
| Fidelity Covington Tr Msci Consm Dis (FDIS) | 0.0 | $201k | 2.5k | 78.95 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $199k | 8.5k | 23.52 |
|
|
| Dollar General (DG) | 0.0 | $198k | 888.00 | 222.97 |
|
|
| Corning Incorporated (GLW) | 0.0 | $197k | +2% | 5.3k | 36.86 |
|
| Waste Connections (WCN) | 0.0 | $196k | 1.4k | 140.10 |
|
|
| Applied Materials (AMAT) | 0.0 | $195k | 1.5k | 131.67 |
|
|
| Astrazeneca Plc Sponsored Adr (AZN) | 0.0 | $195k | 2.9k | 66.33 |
|
|
| PPG Industries (PPG) | 0.0 | $186k | +7% | 1.4k | 131.17 |
|
| Micron Technology (MU) | 0.0 | $186k | 2.4k | 77.69 |
|
|
| Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $182k | -12% | 1.4k | 130.19 |
|
| FactSet Research Systems (FDS) | 0.0 | $177k | 408.00 | 433.82 |
|
|
| Square Cl A (SQ) | 0.0 | $176k | 1.3k | 135.59 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $174k | 2.8k | 62.19 |
|
|
| Baxter International (BAX) | 0.0 | $173k | 2.2k | 77.68 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP) | 0.0 | $171k | 1.1k | 157.46 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $171k | 1.8k | 95.05 |
|
|
| Emerson Electric (EMR) | 0.0 | $167k | 1.7k | 97.95 |
|
|
| Alibaba Group Hldg Ads (BABA) | 0.0 | $165k | -33% | 1.5k | 108.91 |
|
| Amcor Plc Ord Shs Eur (AMCR) | 0.0 | $160k | 14k | 11.34 |
|
|
| Ishares Tr Russell Mcp Gr Etf (IWP) | 0.0 | $160k | -7% | 1.6k | 100.76 |
|
| Valley National Ban (VLY) | 0.0 | $159k | 12k | 13.00 |
|
|
| Servicenow Inc cmn Call Option | 0.0 | $155k | NEW | 1.5k | 103.33 |
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $154k | 3.8k | 41.07 |
|
|
| Cummins (CMI) | 0.0 | $150k | 732.00 | 204.92 |
|
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $147k | 2.8k | 52.99 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $146k | -2% | 1.2k | 117.55 |
|
| Activision Blizzard | 0.0 | $145k | -33% | 1.8k | 79.98 |
|
| U.S. Bancorp (USB) | 0.0 | $144k | +5% | 2.7k | 53.18 |
|
| Ford Mtr Co Del call Call Option | 0.0 | $140k | 60k | 2.33 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $139k | 1.0k | 132.51 |
|
|
| Crowdstrike Hldgs Cl A Put Option | 0.0 | $137k | NEW | 9.9k | 13.84 |
|
| Ishares Tr S&p 500 Growth Etf (IVW) | 0.0 | $137k | 1.8k | 76.11 |
|
|
| Ishares Tr Usa Momentum Fct Etf (MTUM) | 0.0 | $136k | 809.00 | 168.11 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $136k | 822.00 | 165.45 |
|
|
| Brookfield Infrast Partne Int Unit (BIP) | 0.0 | $133k | -97% | 2.0k | 66.27 |
|
| Dow (DOW) | 0.0 | $132k | -16% | 2.1k | 63.83 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $132k | -72% | 1.2k | 108.20 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $131k | -3% | 524.00 | 250.00 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $131k | 1.1k | 124.52 |
|
|
| Ishares Inc Msci Jpn Etf (EWJ) | 0.0 | $131k | 2.1k | 61.50 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $130k | 500.00 | 260.00 |
|
|
| T. Rowe Price (TROW) | 0.0 | $129k | 854.00 | 151.05 |
|
|
| D.R. Horton (DHI) | 0.0 | $128k | -20% | 1.7k | 74.42 |
|
| Ishares Tr Usa Quality Fctr (QUAL) | 0.0 | $128k | 950.00 | 134.74 |
|
|
| Stryker Corporation (SYK) | 0.0 | $126k | 470.00 | 268.09 |
|
|
| ConocoPhillips (COP) | 0.0 | $125k | -2% | 1.2k | 100.16 |
|
| AmerisourceBergen (COR) | 0.0 | $124k | 800.00 | 155.00 |
|
|
| Ishares Tr S&p 100 Index Etf (OEF) | 0.0 | $123k | 589.00 | 208.83 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $123k | 912.00 | 134.87 |
|
Past Filings by Kings Point Capital Management
SEC 13F filings are viewable for Kings Point Capital Management going back to 2011
- Kings Point Capital Management 2022 Q1 filed May 13, 2022
- Kings Point Capital Management 2021 Q4 filed Feb. 11, 2022
- Kings Point Capital Management 2021 Q3 filed Nov. 12, 2021
- Kings Point Capital Management 2021 Q2 filed Aug. 13, 2021
- Kings Point Capital Management 2021 Q2 restated filed Aug. 13, 2021
- Kings Point Capital Management 2021 Q1 filed May 14, 2021
- Kings Point Capital Management 2020 Q4 filed Feb. 12, 2021
- Kings Point Capital Management 2020 Q3 filed Nov. 12, 2020
- Kings Point Capital Management 2020 Q2 filed Aug. 13, 2020
- Kings Point Capital Management 2020 Q1 filed May 14, 2020
- Kings Point Capital Management 2019 Q4 restated filed Feb. 14, 2020
- Kings Point Capital Management 2019 Q4 filed Feb. 13, 2020
- Kings Point Capital Management 2019 Q3 filed Nov. 13, 2019
- Kings Point Capital Management 2019 Q2 filed Aug. 15, 2019
- Kings Point Capital Management 2019 Q1 filed May 15, 2019
- Kings Point Capital Management 2018 Q4 filed Feb. 13, 2019