Kings Point Capital Management
Latest statistics and disclosures from Kings Point Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, AAPL, HON, TMO, and represent 13.04% of Kings Point Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BA (+$8.8M), PFE (+$7.8M), Aon (+$7.2M), ICE (+$6.8M), BDX (+$6.8M), CSCO (+$6.5M), Raytheon Company (+$6.2M), Unilever (+$5.7M), BXS (+$5.4M), JNJ.
- Started 79 new stock positions in Buckeye Partners, FAF, Harris Corporation, NFG, Cott Corp, MTZ, IEMG, Aon, VCIT, DK.
- Reduced shares in these 10 stocks: AAPL (-$53M), MINT (-$36M), NEE (-$25M), BSV (-$22M), CRL (-$17M), GNRC (-$16M), AON (-$16M), INDT (-$13M), RTX (-$13M), .
- Sold out of its positions in AFL, AES, AMLP, ACES, SBIO, AEF, SGOL, AEVA, A, Alibaba Group Hldg.
- Kings Point Capital Management was a net seller of stock by $-340M.
- Kings Point Capital Management has $448M in assets under management (AUM), dropping by -55.87%.
- Central Index Key (CIK): 0001388736
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Portfolio Holdings for Kings Point Capital Management
Companies in the Kings Point Capital Management portfolio as of the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.8 | $13M | -15% | 125k | 101.57 | |
| Alphabet Inc Cap Stk Cl A Added (GOOGL) | 2.8 | $13M | -17% | 12k | 1044.93 | |
| Apple (AAPL) | 2.7 | $12M | -81% | 77k | 157.74 | |
| Honeywell International (HON) | 2.4 | $11M | -14% | 81k | 132.12 | |
| Thermo Fisher Scientific (TMO) | 2.3 | $10M | -8% | 47k | 223.78 | |
| American Tower Reit Cl A (AMT) | 2.3 | $10M | -10% | 64k | 158.19 | |
| Paypal Holdings (PYPL) | 2.3 | $10M | +6% | 121k | 84.09 | |
| Vanguard Index Fds Total Etf (VTI) | 2.3 | $10M | +12% | 79k | 127.63 | |
| Disney Walt Co Disney Com Disney (DIS) | 2.2 | $10M | -13% | 92k | 109.65 | |
| Amazon (AMZN) | 2.2 | $10M | -36% | 6.7k | 1501.94 | |
| Boeing Company (BA) | 2.2 | $9.7M | +989% | 30k | 322.49 | |
| Accenture Plc Ireland Cla Shs Class A (ACN) | 2.1 | $9.5M | -15% | 68k | 141.01 | |
| Hca Holdings (HCA) | 2.1 | $9.2M | -2% | 74k | 124.46 | |
| Ishares Tr S&p Midcap 400 Etf (IJJ) | 2.0 | $9.2M | -33% | 66k | 138.34 | |
| American Express Company (AXP) | 2.0 | $8.9M | -16% | 93k | 95.32 | |
| Pfizer (PFE) | 1.9 | $8.4M | +1434% | 192k | 43.65 | |
| Intel Corporation (INTC) | 1.7 | $7.8M | -13% | 167k | 46.93 | |
| Enterprise Products Partners (EPD) | 1.6 | $7.3M | +17% | 297k | 24.59 | |
| Aon Cl A | 1.6 | $7.2M | NEW | 49k | 145.36 | |
| Becton, Dickinson and (BDX) | 1.6 | $7.0M | +3397% | 31k | 225.32 | |
| Intercontinental Exchange (ICE) | 1.5 | $6.9M | +37055% | 91k | 75.33 | |
| Ametek (AME) | 1.5 | $6.6M | +3% | 98k | 67.70 | |
| Cisco Systems (CSCO) | 1.5 | $6.6M | +7231% | 152k | 43.33 | |
| CVS Caremark Corporation (CVS) | 1.4 | $6.5M | +218% | 99k | 65.52 | |
| Johnson & Johnson (JNJ) | 1.4 | $6.4M | +366% | 49k | 129.05 | |
| Pepsi (PEP) | 1.4 | $6.3M | -28% | 57k | 110.49 | |
| Raytheon Com New | 1.4 | $6.2M | NEW | 41k | 153.34 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $6.0M | -38% | 61k | 97.62 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $5.9M | -17% | 23k | 261.82 | |
| Chevron Corporation (CVX) | 1.3 | $5.8M | -14% | 53k | 108.80 | |
| Unilever N V N Y Shs New | 1.3 | $5.7M | NEW | 107k | 53.80 | |
| Waste Management (WM) | 1.3 | $5.6M | -29% | 63k | 88.98 | |
| Bancorpsouth Bank (BXS) | 1.2 | $5.4M | NEW | 209k | 26.14 | |
| Starwood Property Trust (STWD) | 1.2 | $5.4M | +12% | 272k | 19.71 | |
| Amgen (AMGN) | 1.2 | $5.4M | +1243% | 28k | 194.66 | |
| Crown Castle Intl Corp New Com (CCI) | 1.2 | $5.3M | -26% | 49k | 108.64 | |
| Energy Transfer Equity LP (ET) | 1.2 | $5.3M | +47% | 399k | 13.21 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $5.1M | -13% | 22k | 229.81 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $5.0M | +90% | 65k | 77.99 | |
| Total System Services | 1.0 | $4.6M | NEW | 57k | 81.28 | |
| Las Vegas Sands (LVS) | 1.0 | $4.4M | +317% | 85k | 52.05 | |
| S&p Global (SPGI) | 1.0 | $4.4M | -34% | 26k | 169.92 | |
| Alibaba Group Hldg Ads (BABA) | 1.0 | $4.3M | -44% | 32k | 137.08 | |
| Illinois Tool Works (ITW) | 1.0 | $4.3M | +70552% | 34k | 126.68 | |
| Newell Rubbermaid (NWL) | 1.0 | $4.3M | +65% | 230k | 18.59 | |
| Pimco Etf Tr Enhanced Sho Etf (MINT) | 0.9 | $4.2M | -89% | 42k | 100.94 | |
| Ishares Tr S&p Midcap 400 Etf (IJH) | 0.9 | $4.0M | 24k | 166.05 | ||
| Medtronic SHS (MDT) | 0.9 | $4.0M | -44% | 44k | 90.96 | |
| Avery Dennison Corporation (AVY) | 0.9 | $3.9M | -27% | 44k | 89.83 | |
| Dxc Technology (DXC) | 0.8 | $3.6M | +529% | 68k | 53.16 | |
| McDonald's Corporation (MCD) | 0.7 | $3.4M | -65% | 19k | 177.58 | |
| Stanley Black & Decker (SWK) | 0.7 | $3.3M | +6530% | 28k | 119.75 | |
| MPLX Unit Rep Ltd (MPLX) | 0.7 | $3.3M | +20849% | 109k | 30.30 | |
| Coca-Cola Company (KO) | 0.7 | $3.1M | 65k | 47.34 | ||
| Berkshire Hathaway Inc De Cl A (BRK.A) | 0.7 | $3.1M | 10.00 | 306000.00 | ||
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $2.9M | -33% | 40k | 73.71 | |
| Nike CL B (NKE) | 0.6 | $2.9M | +608% | 39k | 74.15 | |
| Wisdomtree Trust Emg Mkts Smcap (DGS) | 0.6 | $2.8M | -7% | 66k | 41.88 | |
| Select Sector Spdr Tr Con Sbi Cons Stpls (XLP) | 0.6 | $2.7M | +682% | 53k | 50.78 | |
| Northern Trust Corporation (NTRS) | 0.5 | $2.4M | +3539% | 29k | 83.60 | |
| EOG Resources (EOG) | 0.5 | $2.3M | +11368% | 27k | 87.20 | |
| Berkshire Hathaway Inc Ne Class B (BRK.B) | 0.5 | $2.2M | -19% | 11k | 204.20 | |
| Ssga Active Etf Tr Blkstn Gsosrln (SRLN) | 0.5 | $2.1M | -53% | 47k | 44.69 | |
| Philip Morris International (PM) | 0.5 | $2.1M | +28% | 31k | 66.76 | |
| Brookfield Infrast Partne Int Unit (BIP) | 0.5 | $2.1M | -27% | 60k | 34.53 | |
| Kinder Morgan (KMI) | 0.4 | $2.0M | -33% | 131k | 15.38 | |
| Activision Blizzard (ATVI) | 0.4 | $1.8M | -58% | 39k | 46.58 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.7M | 46k | 38.10 | ||
| Altria (MO) | 0.4 | $1.7M | +29% | 35k | 49.40 | |
| Ishares Tr S&p Smallcap 6 Etf (IJS) | 0.4 | $1.7M | -42% | 13k | 131.83 | |
| Spdr S&p Midcap 400 Etf T Utser1 S&pdcrp (MDY) | 0.3 | $1.5M | +29% | 5.0k | 302.68 | |
| Invesco Exchng Traded Fd Tr Sr Ln Etf Added (BKLN) | 0.3 | $1.4M | +44% | 65k | 21.78 | |
| Alps Etf Tr Alerian Mlp E MLP | 0.3 | $1.4M | NEW | 160k | 8.73 | |
| Automatic Data Processing (ADP) | 0.3 | $1.4M | -75% | 11k | 131.14 | |
| Vanguard Bd Index Short Trm Bond (BSV) | 0.3 | $1.3M | -94% | 16k | 78.55 | |
| Invesco Qqq Tr Unit Ser 1 Added (QQQ) | 0.3 | $1.2M | -13% | 7.8k | 154.23 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.2M | +10% | 30k | 40.02 | |
| Alphabet Inc Cap Stk Cl C Added (GOOG) | 0.3 | $1.1M | -37% | 1.1k | 1035.78 | |
| Paychex (PAYX) | 0.2 | $1.1M | 17k | 65.16 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $1.1M | +725% | 22k | 48.64 | |
| Procter & Gamble Company (PG) | 0.2 | $1.0M | -71% | 11k | 91.89 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $986k | +30% | 25k | 39.07 | |
| Bank Ozk Com Added (OZK) | 0.2 | $976k | 43k | 22.82 | ||
| Hanesbrands (HBI) | 0.2 | $952k | +7% | 76k | 12.53 | |
| Jpmorgan Chase & Co Aleri Etn (AMJ) | 0.2 | $818k | +215% | 37k | 22.32 | |
| Diplomat Pharmacy | 0.2 | $766k | NEW | 57k | 13.46 | |
| Kayne Anderson MLP Investment (KYN) | 0.2 | $760k | NEW | 55k | 13.76 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $749k | +10% | 13k | 58.82 | |
| Cott Corp | 0.2 | $732k | NEW | 53k | 13.94 | |
| Ishares Tr S&p 500 Growth Etf (IVW) | 0.1 | $664k | +144% | 4.4k | 150.77 | |
| Bank Amer Corp CNV PFD L (BAC.PL) | 0.1 | $658k | NEW | 525.00 | 1253.33 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $606k | +575% | 3.2k | 191.29 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $574k | +71% | 10k | 56.48 | |
| Bp Plc Spons Adr (BP) | 0.1 | $534k | +18% | 14k | 37.89 | |
| Nextera Energy (NEE) | 0.1 | $529k | -97% | 3.0k | 173.84 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $527k | NEW | 5.2k | 101.07 | |
| Williams Companies (WMB) | 0.1 | $515k | +68% | 23k | 22.07 | |
| At&t (T) | 0.1 | $490k | -94% | 17k | 28.55 | |
| Spdr S&p 500 Etf Tr Tr Un Unit Ser 1 (SPY) | 0.1 | $463k | -20% | 1.9k | 250.00 | |
| Colgate-Palmolive Company (CL) | 0.1 | $455k | -22% | 7.6k | 59.55 | |
| Verizon Communications (VZ) | 0.1 | $455k | -65% | 8.1k | 56.19 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $447k | 3.9k | 113.94 | ||
| Ishares Inc Msci Jpn Etf (EWJ) | 0.1 | $434k | +301% | 8.6k | 50.71 | |
| Sap Ag Sponsored Adr Isin Spon Adr (SAP) | 0.1 | $398k | -94% | 4.0k | 99.50 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $395k | -19% | 5.8k | 68.13 | |
| Us Bancorp Del Com New (USB) | 0.1 | $385k | +302% | 8.4k | 45.67 | |
| Merck & Co New Com (MRK) | 0.1 | $375k | -51% | 4.9k | 76.47 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $373k | +24% | 8.3k | 45.04 | |
| Bank of America Corporation (BAC) | 0.1 | $364k | +9% | 15k | 24.65 | |
| Enterprise Financial Services (EFSC) | 0.1 | $361k | +100% | 9.6k | 37.60 | |
| Home Depot (HD) | 0.1 | $354k | -73% | 2.1k | 171.76 | |
| Select Sector Spdr Tr Tec Sbi Int-tech (XLK) | 0.1 | $354k | -33% | 5.7k | 61.90 | |
| Griffin Ld & Nurseries Cl A | 0.1 | $338k | NEW | 11k | 31.94 | |
| Ishares Tr Russell 2000 I Cmdty Index (IWM) | 0.1 | $335k | -28% | 2.5k | 133.89 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $334k | -94% | 9.8k | 34.06 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $334k | +55% | 5.7k | 59.05 | |
| Dbx Etf Tr Db Xtr Msci Eur Etf (DBEU) | 0.1 | $325k | +80% | 13k | 25.19 | |
| DURECT Corporation (DRRX) | 0.1 | $316k | -30% | 655k | 0.48 | |
| Duke Energy Corp New Com (DUK) | 0.1 | $310k | -35% | 3.6k | 86.30 | |
| Morgan Stanley Com New (MS) | 0.1 | $292k | -88% | 7.4k | 39.65 | |
| West Pharmaceutical Services (WST) | 0.1 | $272k | +7% | 2.8k | 98.05 | |
| Aegion | 0.1 | $260k | 16k | 16.30 | ||
| Facebook Cl A (FB) | 0.1 | $257k | -96% | 2.0k | 130.86 | |
| Ishares Core S&p500 Etf (IVV) | 0.1 | $253k | -52% | 1.0k | 251.74 | |
| Mgm Growth Pptys Cl A Com (MGP) | 0.1 | $247k | 9.4k | 26.39 | ||
| Resideo Technologies (REZI) | 0.1 | $245k | NEW | 12k | 20.57 | |
| 3M Company (MMM) | 0.1 | $243k | -44% | 1.3k | 190.29 | |
| Brookfield Asset Mgmt VTG (BAM) | 0.1 | $241k | -49% | 6.3k | 38.39 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $238k | +23% | 6.4k | 37.04 | |
| HCP | 0.0 | $210k | NEW | 7.5k | 27.87 | |
| IBERIABANK Corporation | 0.0 | $197k | NEW | 3.1k | 64.30 | |
| Consolidated Edison (ED) | 0.0 | $194k | -25% | 2.5k | 76.32 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $171k | -36% | 2.9k | 59.48 | |
| Ishares Tr Dow Jones Sele Dj Sel Div Inx (DVY) | 0.0 | $171k | -21% | 1.9k | 89.11 | |
| Ishares Core S&p Scp Etf (IJR) | 0.0 | $168k | -83% | 2.4k | 69.45 | |
| Ecolab (ECL) | 0.0 | $158k | +3% | 1.1k | 146.98 | |
| Bristol Myers Squibb (BMY) | 0.0 | $154k | -27% | 3.0k | 51.87 | |
| Southern Company (SO) | 0.0 | $148k | -24% | 3.4k | 44.05 | |
| Platform Specialty Prods Cor | 0.0 | $145k | NEW | 14k | 10.34 | |
| CSX Corporation (CSX) | 0.0 | $141k | -32% | 2.3k | 62.33 | |
| Proshares Tr Proshares Ul Etf (SSO) | 0.0 | $140k | +91% | 1.5k | 92.84 | |
| FedEx Corporation (FDX) | 0.0 | $140k | -13% | 870.00 | 160.92 | |
| Bemis Company | 0.0 | $139k | NEW | 3.0k | 45.86 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $139k | +57% | 3.0k | 45.72 | |
| Columbia Etf Tr Ii Emrg Markets Etf Added (ECON) | 0.0 | $136k | +73% | 6.7k | 20.31 | |
| UnitedHealth (UNH) | 0.0 | $134k | -96% | 537.00 | 249.53 | |
| Ishares Tr U.s. Pfd Stk Etf (PFF) | 0.0 | $130k | -75% | 3.8k | 34.22 | |
| Dowdupont | 0.0 | $128k | NEW | 2.4k | 53.53 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $127k | 949.00 | 133.83 | ||
| Select Sector Spdr Tr Ene Sbi Int-energy (XLE) | 0.0 | $123k | +645% | 2.1k | 57.32 | |
| General Mills (GIS) | 0.0 | $117k | -12% | 3.0k | 39.00 | |
| Select Sector Spdr Tr Con Sbi Cons Discr (XLY) | 0.0 | $117k | -68% | 1.2k | 98.65 | |
| BlackRock (BLK) | 0.0 | $116k | +18% | 295.00 | 393.22 | |
| Select Sector Spdr Tr Ind Sbi Int-inds (XLI) | 0.0 | $112k | -79% | 1.7k | 64.52 | |
| Invesco Exchange Traded Fd T Water Res Etf Added (PHO) | 0.0 | $111k | +190% | 3.9k | 28.30 | |
| United Technologies Corporation | 0.0 | $109k | NEW | 1.0k | 106.03 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $107k | +74% | 658.00 | 162.61 | |
| Square Cl A (SQ) | 0.0 | $105k | +43% | 1.9k | 55.85 | |
| Xylem (XYL) | 0.0 | $103k | +13% | 1.5k | 66.80 | |
| Cummins (CMI) | 0.0 | $103k | +9% | 769.00 | 133.94 | |
| Norfolk Southern (NSC) | 0.0 | $97k | -85% | 650.00 | 149.23 | |
| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.0 | $96k | -34% | 4.0k | 23.80 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $95k | NEW | 685.00 | 138.69 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $94k | NEW | 2.0k | 47.00 | |
| Visa Com Cl A (V) | 0.0 | $93k | -88% | 704.00 | 132.10 | |
| McKesson Corporation (MCK) | 0.0 | $93k | +129% | 843.00 | 110.32 | |
| Spdr Gold Tr Gold Gold Shs (GLD) | 0.0 | $90k | -50% | 745.00 | 120.81 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $90k | NEW | 1.3k | 68.03 | |
| Ishares Tr Russell Mcp Gr Etf (IWP) | 0.0 | $90k | -50% | 794.00 | 113.35 | |
| Ishares Inc Core Msci Emkt Etf (IEMG) | 0.0 | $89k | NEW | 1.9k | 47.24 | |
| Charter Communications Inc D Cl A New (CHTR) | 0.0 | $85k | +26% | 299.00 | 284.28 | |
| Ishares Tr Russell 1000 G Etf (IWF) | 0.0 | $85k | -13% | 648.00 | 131.17 | |
| Perspecta Com Added | 0.0 | $83k | +72% | 4.8k | 17.23 | |
| Abbott Laboratories (ABT) | 0.0 | $81k | -87% | 1.1k | 72.65 | |
| Wp Carey (WPC) | 0.0 | $80k | 1.2k | 65.68 | ||
| Mastercard Cl A (MA) | 0.0 | $79k | -36% | 419.00 | 188.54 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $79k | +120% | 915.00 | 86.34 | |
| Harris Corporation | 0.0 | $79k | NEW | 588.00 | 134.35 | |
| Waste Connections (WCN) | 0.0 | $78k | 1.1k | 74.29 | ||
| Goldman Sachs (GS) | 0.0 | $77k | +433% | 459.00 | 167.76 | |
| Emerson Electric (EMR) | 0.0 | $76k | 1.3k | 59.38 | ||
| Darden Restaurants (DRI) | 0.0 | $76k | 766.00 | 99.22 | ||
| Abbvie (ABBV) | 0.0 | $74k | -86% | 800.00 | 92.50 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $71k | 845.00 | 84.02 | ||
| Iron Mountain (IRM) | 0.0 | $71k | +10% | 2.2k | 32.27 | |
| Aqua America | 0.0 | $71k | NEW | 2.1k | 34.04 | |
| Yum! Brands (YUM) | 0.0 | $69k | 750.00 | 92.00 | ||
| Select Sector Spdr Tr Hea Sbi Healthcare (XLV) | 0.0 | $68k | -40% | 791.00 | 85.97 | |
| Energizer Hldgs New Com (ENR) | 0.0 | $68k | 1.5k | 45.33 | ||
| Canadian Pacific Railway (CP) | 0.0 | $67k | +375% | 380.00 | 176.32 | |
| Caterpillar Del Com (CAT) | 0.0 | $67k | -52% | 530.00 | 126.42 | |
| Wisdomtree Tr Smlcap Earn Fd (EES) | 0.0 | $66k | +114% | 2.1k | 32.12 | |
| Target Corporation (TGT) | 0.0 | $66k | -22% | 1.0k | 66.00 | |
| Ishares Tr S&p 100 Index Etf (OEF) | 0.0 | $66k | 589.00 | 112.05 | ||
| International Business Machines (IBM) | 0.0 | $65k | -49% | 576.00 | 112.85 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $65k | +658% | 493.00 | 131.85 | |
| Eli Lilly & Co. (LLY) | 0.0 | $64k | -71% | 554.00 | 115.52 | |
| Starbucks Corporation (SBUX) | 0.0 | $64k | -59% | 1.0k | 64.00 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $63k | -49% | 451.00 | 139.69 | |
| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $62k | 1.2k | 50.41 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $62k | 600.00 | 103.33 | ||
| salesforce (CRM) | 0.0 | $60k | -58% | 438.00 | 136.99 | |
| Diamondback Energy (FANG) | 0.0 | $60k | +58% | 644.00 | 93.17 | |
| Fs Investment Corporation | 0.0 | $60k | NEW | 12k | 5.19 | |
| Wisdomtree Tr Glb High Div Fd (DEW) | 0.0 | $58k | NEW | 1.4k | 41.43 | |
| First American Financial (FAF) | 0.0 | $58k | NEW | 1.3k | 44.62 | |
| Holly Energy Partners LP (HEP) | 0.0 | $57k | NEW | 2.0k | 28.50 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $57k | -21% | 412.00 | 138.35 | |
| Invesco Exchng Traded Fd Tr S&p500 Hdl Vol Etf (SPHD) | 0.0 | $56k | NEW | 1.5k | 37.91 | |
| Suncor Energy New Com (SU) | 0.0 | $56k | NEW | 2.0k | 28.00 | |
| First Tr Exchange Traded Wtr Etf (FIW) | 0.0 | $56k | NEW | 1.3k | 44.16 | |
| Proshares Tr Ultra Fncls Etf (UYG) | 0.0 | $56k | +54% | 1.7k | 32.35 | |
| Edgewell Pers Care (EPC) | 0.0 | $56k | 1.5k | 37.41 | ||
| Altaba Com Added | 0.0 | $53k | NEW | 915.00 | 57.92 | |
| Chubb (CB) | 0.0 | $53k | +3% | 414.00 | 128.02 | |
| Ishares Tr Eafe Sml Cp Etf Etf (SCZ) | 0.0 | $52k | 1.0k | 51.95 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $52k | NEW | 212.00 | 245.28 | |
| Corning Incorporated (GLW) | 0.0 | $52k | -66% | 1.7k | 30.14 | |
| Costco Wholesale Corporation (COST) | 0.0 | $51k | -76% | 250.00 | 204.00 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $50k | +14% | 524.00 | 95.42 | |
| Micron Technology (MU) | 0.0 | $50k | -10% | 1.6k | 31.75 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $49k | -16% | 102.00 | 480.39 | |
| Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) | 0.0 | $48k | 183.00 | 262.30 | ||
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $48k | +222% | 300.00 | 160.00 | |
| Wells Fargo & Co New Com (WFC) | 0.0 | $48k | -40% | 1.0k | 46.51 | |
| Unilever Adr (UL) | 0.0 | $47k | -99% | 901.00 | 52.16 | |
| FLIR Systems | 0.0 | $47k | +161% | 1.1k | 43.44 | |
| Vanguard Star Fd Vg Tl Intl Stk F Etf (VXUS) | 0.0 | $47k | +61% | 1.0k | 47.00 | |
| Edwards Lifesciences (EW) | 0.0 | $47k | -67% | 308.00 | 152.60 | |
| Cigna Corp Com Added (CI) | 0.0 | $47k | 248.00 | 189.52 | ||
| Spdr Series Trust S&p 600 Smcp Grw Etf (SLYG) | 0.0 | $46k | NEW | 860.00 | 53.49 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $46k | +148% | 700.00 | 65.71 | |
| Tesla Motors (TSLA) | 0.0 | $46k | -97% | 138.00 | 333.33 | |
| Skyworks Solutions (SWKS) | 0.0 | $44k | -13% | 650.00 | 67.69 | |
| First Tr Nasdaq100 Tech Inde Etf (QTEC) | 0.0 | $44k | +32% | 650.00 | 67.69 | |
| PolyOne Corporation | 0.0 | $43k | NEW | 1.5k | 28.67 | |
| Kraft Heinz (KHC) | 0.0 | $43k | NEW | 1.0k | 42.79 | |
| Fitbit Cl A | 0.0 | $43k | NEW | 8.6k | 5.00 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $43k | -18% | 1.1k | 40.84 | |
| Align Technology (ALGN) | 0.0 | $42k | 200.00 | 210.00 | ||
| Magellan Midstream Partne LP (MMP) | 0.0 | $42k | +29% | 744.00 | 56.45 | |
| Baxter International (BAX) | 0.0 | $42k | -48% | 636.00 | 66.04 | |
| Spdr Series Trust S&p 600 Smcp Val Etf (SLYV) | 0.0 | $40k | NEW | 746.00 | 53.62 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $40k | NEW | 1.0k | 39.68 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $39k | -2% | 300.00 | 130.00 | |
| Citigroup Inc Com New Isi Com New (C) | 0.0 | $39k | +30% | 749.00 | 52.07 | |
| SYSCO Corporation (SYY) | 0.0 | $39k | -69% | 615.00 | 63.41 | |
| Stryker Corporation (SYK) | 0.0 | $38k | +71% | 240.00 | 158.33 | |
| Qualcomm (QCOM) | 0.0 | $37k | -99% | 650.00 | 56.92 | |
| Baidu Adr (BIDU) | 0.0 | $37k | 231.00 | 160.17 | ||
| J&J Snack Foods (JJSF) | 0.0 | $36k | 246.00 | 146.34 | ||
| Twenty First Centy Fox Cl A | 0.0 | $36k | NEW | 752.00 | 47.87 | |
| Liberty Global SHS CL C (LBTYK) | 0.0 | $36k | 1.7k | 20.74 | ||
| Centene Corp Del Com (CNC) | 0.0 | $35k | -50% | 300.00 | 116.67 | |
| ConAgra Foods (CAG) | 0.0 | $34k | +24% | 1.6k | 21.64 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $34k | 518.00 | 65.64 | ||
| United Parcel Service CL B (UPS) | 0.0 | $34k | -80% | 350.00 | 97.14 | |
| Arista Networks (ANET) | 0.0 | $34k | NEW | 160.00 | 212.50 | |
| Wec Energy Group (WEC) | 0.0 | $34k | NEW | 491.00 | 69.25 | |
| MGM Resorts International. (MGM) | 0.0 | $34k | +246% | 1.4k | 24.55 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $34k | NEW | 1.3k | 26.15 | |
| Allergan SHS | 0.0 | $33k | NEW | 250.00 | 132.00 | |
| Liberty Global Shs Cl A (LBTYA) | 0.0 | $33k | 1.5k | 21.35 | ||
| Dollar Gen Corp New Com (DG) | 0.0 | $32k | -40% | 300.00 | 106.67 | |
| MasTec (MTZ) | 0.0 | $32k | NEW | 800.00 | 40.00 | |
| Ferrari Nv Ord (RACE) | 0.0 | $32k | +72% | 320.00 | 100.00 | |
| Proshares Tr S&p 500 Dv Arist Etf (NOBL) | 0.0 | $31k | -71% | 519.00 | 59.73 | |
| Henry Schein (HSIC) | 0.0 | $31k | 400.00 | 77.50 | ||
| Linde (LIN) | 0.0 | $31k | -73% | 200.00 | 155.00 | |
| Ishares Tr Iboxx Usd Invt CPBD (LQD) | 0.0 | $31k | 271.00 | 114.39 | ||
| Anadarko Petroleum Corporation | 0.0 | $30k | NEW | 690.00 | 43.48 | |
| Westrock (WRK) | 0.0 | $30k | NEW | 800.00 | 37.50 | |
| Vaneck Vectors Etf Tr Biotech Etf Added (BBH) | 0.0 | $30k | 270.00 | 111.11 | ||
| Akamai Technologies (AKAM) | 0.0 | $29k | +204% | 475.00 | 61.05 | |
| D.R. Horton (DHI) | 0.0 | $29k | -50% | 849.00 | 34.16 | |
| Commerce Bancshares (CBSH) | 0.0 | $28k | -9% | 495.00 | 56.57 | |
| Union Pacific Corporation (UNP) | 0.0 | $28k | -96% | 202.00 | 138.61 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $28k | +68% | 125.00 | 224.00 | |
| Exelon Corporation (EXC) | 0.0 | $27k | 588.00 | 45.92 | ||
| National Fuel Gas N J Com (NFG) | 0.0 | $27k | NEW | 525.00 | 51.43 | |
| Smucker J M Com New (SJM) | 0.0 | $27k | +14% | 285.00 | 94.74 | |
| Cbs Corp New Class B New Cl B | 0.0 | $27k | NEW | 618.00 | 43.69 | |
| Yum China Hldgs Com Added (YUMC) | 0.0 | $26k | +4% | 786.00 | 33.08 | |
| IDEXX Laboratories (IDXX) | 0.0 | $26k | +180% | 140.00 | 185.71 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $26k | -13% | 236.00 | 110.17 | |
| Celgene Corporation | 0.0 | $26k | NEW | 400.00 | 65.00 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $26k | -73% | 1.0k | 26.00 | |
| Proshares Tr Ultrashrt S&p500 Etf (SDS) | 0.0 | $26k | NEW | 600.00 | 43.33 | |
| Ishares Tr Msci India Etf Etf (INDA) | 0.0 | $25k | +65% | 755.00 | 33.11 | |
| Gilead Sciences (GILD) | 0.0 | $25k | 400.00 | 62.50 | ||
| Amerigas Partners Ltd Par Unit L P Int | 0.0 | $25k | NEW | 1.0k | 25.00 | |
| Packaging Corporation of America (PKG) | 0.0 | $25k | NEW | 300.00 | 83.33 | |
| Cedar Fair Depositry Unit (FUN) | 0.0 | $25k | NEW | 525.00 | 47.62 | |
| Alaska Air (ALK) | 0.0 | $24k | 400.00 | 60.00 | ||
| Ishares Tr Core Msci Total Etf (IXUS) | 0.0 | $24k | +47% | 465.00 | 51.61 | |
| Andeavor Logistics Unit Lp Int | 0.0 | $23k | NEW | 698.00 | 32.95 | |
| ResMed (RMD) | 0.0 | $23k | 206.00 | 111.65 | ||
| Occidental Petroleum Corporation (OXY) | 0.0 | $23k | -40% | 375.00 | 61.33 | |
| Genesis Energy L P Unit Ltd Partn (GEL) | 0.0 | $22k | NEW | 1.2k | 18.64 | |
| Omni (OMC) | 0.0 | $22k | NEW | 300.00 | 73.33 | |
| Avanos Med Com Added (AVNS) | 0.0 | $21k | NEW | 467.00 | 44.97 | |
| Danaher Corp Del Com (DHR) | 0.0 | $21k | -87% | 200.00 | 105.00 | |
| Prudential Financial (PRU) | 0.0 | $20k | NEW | 250.00 | 80.00 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $20k | -75% | 200.00 | 100.00 | |
| Constellation Brands Cl A (STZ) | 0.0 | $20k | -99% | 127.00 | 157.48 | |
| Uniti Group Inc Com reit (UNIT) | 0.0 | $20k | 1.3k | 15.38 | ||
| Wyndham Hotels & Resorts Com Added (WH) | 0.0 | $20k | -55% | 450.00 | 44.44 | |
| Proshares Tr Short S&p 500 Ne Etf (SH) | 0.0 | $19k | -81% | 600.00 | 31.67 | |
| Penn National Gaming (PENN) | 0.0 | $19k | -14% | 1.0k | 19.00 | |
| Total S A Adr (TTE) | 0.0 | $18k | NEW | 354.00 | 50.85 | |
| T. Rowe Price (TROW) | 0.0 | $18k | 200.00 | 90.00 | ||
| Travelers Companies (TRV) | 0.0 | $18k | -42% | 150.00 | 120.00 | |
| Equinix Com Par $0.001 (EQIX) | 0.0 | $18k | +100% | 50.00 | 360.00 | |
| Garrett Motion (GTX) | 0.0 | $18k | NEW | 1.5k | 12.25 | |
| Western Gas Partners LP | 0.0 | $17k | NEW | 400.00 | 42.50 | |
| Apple Call Call Option | 0.0 | $17k | -99% | 60.00 | 283.33 | |
| Ishares Tr Eafe Value Etf Etf (EFV) | 0.0 | $17k | NEW | 384.00 | 44.27 | |
| Wyndham Worldwide Corporation | 0.0 | $16k | NEW | 450.00 | 35.56 | |
| Buckeye Partners LP | 0.0 | $16k | NEW | 556.00 | 28.78 | |
| Suburban Propane Partners LP (SPH) | 0.0 | $16k | 810.00 | 19.75 | ||
| Delek Us Holdings (DK) | 0.0 | $16k | NEW | 500.00 | 32.00 | |
| Angi Homeservices Com Cl A Added (ANGI) | 0.0 | $16k | 1.0k | 16.00 | ||
| NetScout Systems (NTCT) | 0.0 | $16k | 693.00 | 23.09 | ||
| Abb Sponsored (ABB) | 0.0 | $16k | 850.00 | 18.82 | ||
| Advansix (ASIX) | 0.0 | $16k | NEW | 637.00 | 25.12 | |
| Hormel Foods Corporation (HRL) | 0.0 | $15k | NEW | 360.00 | 41.67 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec Added (RYT) | 0.0 | $15k | 107.00 | 140.19 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $15k | -99% | 114.00 | 131.58 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $15k | NEW | 1.2k | 12.01 | |
| Annaly Capital Management (NLY) | 0.0 | $15k | -15% | 1.5k | 10.09 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $14k | NEW | 173.00 | 80.92 | |
| Ishares Tr Cur Hd Eurzn Etf Etf (HEZU) | 0.0 | $14k | 530.00 | 26.42 | ||
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $13k | 1.2k | 11.11 | ||
| Ctrip Com Intl Adr | 0.0 | $12k | NEW | 434.00 | 27.65 | |
| Phillips 66 (PSX) | 0.0 | $12k | -25% | 136.00 | 88.24 | |
| Lear Corp Com New (LEA) | 0.0 | $12k | NEW | 100.00 | 120.00 | |
| Amc Entmt Hldgs Inc Cl A (AMC) | 0.0 | $12k | NEW | 1.0k | 12.00 | |
| Worldpay Cl A Added | 0.0 | $12k | NEW | 160.00 | 75.00 | |
| Fortinet (FTNT) | 0.0 | $12k | 175.00 | 68.57 | ||
| Etf Managers Tr Purefunds Ise Cy Etf (HACK) | 0.0 | $12k | -35% | 360.00 | 33.33 | |
| Liberty Media Corp Delaware Com C Siriusxm (LSXMK) | 0.0 | $11k | +3% | 310.00 | 35.48 | |
| Select Sector Spdr Tr Sbi Int-utils Etf (XLU) | 0.0 | $11k | -70% | 213.00 | 51.64 | |
| Weyerhaeuser Company (WY) | 0.0 | $11k | NEW | 500.00 | 22.00 | |
| Golar Lng Partners Com Unit Lpi | 0.0 | $11k | NEW | 1.0k | 11.00 | |
| Exchange Traded Concepts Tr Robo Glb Etf Etf (ROBO) | 0.0 | $11k | 340.00 | 32.35 | ||
| Targa Res Corp (TRGP) | 0.0 | $11k | NEW | 314.00 | 35.03 | |
| General Electric Company | 0.0 | $10k | -93% | 1.4k | 7.23 | |
| Schlumberger (SLB) | 0.0 | $10k | NEW | 282.00 | 35.46 | |
| Zimmer Holdings (ZBH) | 0.0 | $10k | 100.00 | 100.00 | ||
| American Software Cl A (AMSWA) | 0.0 | $10k | 1.0k | 10.00 |
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 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
- Kings Point Capital Management 2018 Q3 filed Nov. 13, 2018
- Kings Point Capital Management 2018 Q2 filed Aug. 14, 2018
- Kings Point Capital Management 2018 Q1 filed May 10, 2018