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, MINT, MSFT, GOOGL, AMZN, and represent 20.78% of Kings Point Capital Management's stock portfolio.
- Added to shares of these 10 stocks: MINT (+$14M), PH (+$13M), HASI (+$7.5M), BKNG (+$7.0M), UNH (+$6.8M), MS, AVY, NWL, CRWD, BAC.
- Started 90 new stock positions in VUSB, IEI, VIS, IBKR, KHC, PH, IPO, EMLC, SCHE, JEPI.
- Reduced shares in these 10 stocks: INTC (-$10M), LMT (-$9.9M), GPN (-$9.8M), T (-$7.6M), ATVI (-$6.9M), BSV, AAPL, WSM, MSFT, IJS.
- Sold out of its positions in ANGI, Airbnb, MIMO, ALL, BBBY, CVM, CFMS, DKNG, DS, JETS. LMBS, GILD, HP, RYT, IGV, LMND, MIC, OTLY, ORMP, ROST, BND, VOT, VO, SPOT.
- Kings Point Capital Management was a net buyer of stock by $14M.
- Kings Point Capital Management has $1.2B in assets under management (AUM), dropping by 8.76%.
- 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 December 2021 quarterly 13F filing
Kings Point Capital Management has 635 total positions. Only the first 250 positions are shown.
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- Download the Kings Point Capital Management December 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $71M | -3% | 401k | 177.57 | |
| Pimco Etf Tr Enhanced Sho Etf (MINT) | 4.6 | $56M | +32% | 555k | 101.56 | |
| Microsoft Corporation (MSFT) | 3.9 | $48M | -4% | 144k | 336.32 | |
| Alphabet Inc Cap Stk Cl A (GOOGL) | 3.4 | $42M | 14k | 2897.05 | ||
| Amazon (AMZN) | 3.0 | $37M | 11k | 3334.37 | ||
| Thermo Fisher Scientific (TMO) | 2.7 | $33M | -4% | 49k | 667.25 | |
| Accenture Plc Ireland Cla Shs Class A (ACN) | 2.7 | $33M | -2% | 79k | 414.56 | |
| Paypal Holdings (PYPL) | 1.8 | $22M | +4% | 118k | 188.58 | |
| NVIDIA Corporation (NVDA) | 1.8 | $22M | 73k | 294.11 | ||
| Blackstone Group Com Cl A (BX) | 1.8 | $22M | 166k | 129.39 | ||
| American Tower Reit Cl A (AMT) | 1.7 | $21M | 71k | 292.50 | ||
| Aon Cl A Added (AON) | 1.7 | $21M | 69k | 300.56 | ||
| Honeywell International (HON) | 1.6 | $20M | 96k | 208.51 | ||
| Hca Holdings (HCA) | 1.6 | $19M | 75k | 256.92 | ||
| Meta Platforms Cl A (FB) | 1.6 | $19M | +6% | 57k | 336.34 | |
| Iqvia Holdings (IQV) | 1.6 | $19M | 67k | 282.15 | ||
| S&p Global (SPGI) | 1.6 | $19M | 40k | 471.92 | ||
| American Express Company (AXP) | 1.5 | $19M | 114k | 163.60 | ||
| Generac Holdings (GNRC) | 1.5 | $18M | +4% | 51k | 351.92 | |
| Disney Walt Co Disney Com Disney (DIS) | 1.5 | $18M | +4% | 117k | 154.89 | |
| Qualcomm (QCOM) | 1.5 | $18M | -2% | 98k | 182.87 | |
| Avery Dennison Corporation (AVY) | 1.5 | $18M | +32% | 82k | 216.58 | |
| Indus Realty Trust Com Added (INDT) | 1.5 | $18M | 219k | 81.06 | ||
| Charles River Laboratories (CRL) | 1.4 | $18M | +4% | 47k | 376.79 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $16M | 103k | 158.35 | ||
| Raytheon Technologies Corp Com Added (RTX) | 1.3 | $16M | +2% | 182k | 86.06 | |
| Nextera Energy (NEE) | 1.3 | $15M | 164k | 93.36 | ||
| UnitedHealth (UNH) | 1.2 | $15M | +79% | 30k | 502.12 | |
| McDonald's Corporation (MCD) | 1.2 | $15M | 57k | 268.06 | ||
| Vanguard Index Fds Total Etf (VTI) | 1.2 | $15M | -5% | 62k | 241.44 | |
| Booking Holdings (BKNG) | 1.2 | $15M | +91% | 6.2k | 2399.28 | |
| Waste Management (WM) | 1.2 | $15M | -2% | 88k | 166.90 | |
| Crown Castle Intl (CCI) | 1.2 | $15M | +3% | 70k | 208.74 | |
| Pepsi (PEP) | 1.1 | $14M | 81k | 173.71 | ||
| Ametek (AME) | 1.1 | $14M | 95k | 147.04 | ||
| Parker-Hannifin Corporation (PH) | 1.1 | $13M | NEW | 42k | 318.12 | |
| Morgan Stanley (MS) | 1.0 | $12M | +65% | 124k | 98.16 | |
| Bank of America Corporation (BAC) | 0.9 | $11M | +23% | 249k | 44.49 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $11M | 215k | 50.33 | ||
| Automatic Data Processing (ADP) | 0.9 | $11M | -2% | 44k | 246.57 | |
| Sap Ag Sponsored Adr Isin Spon Adr (SAP) | 0.8 | $10M | 72k | 140.11 | ||
| Ishares Tr S&p Midcap 400 Etf (IJJ) | 0.8 | $9.9M | -10% | 89k | 110.68 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $9.9M | -12% | 23k | 436.58 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.8 | $9.7M | -3% | 264k | 36.85 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $9.5M | +16% | 23k | 412.36 | |
| Medtronic SHS (MDT) | 0.8 | $9.4M | +8% | 91k | 103.45 | |
| Chevron Corporation (CVX) | 0.7 | $8.7M | +10% | 74k | 117.35 | |
| Unilever Adr (UL) | 0.7 | $8.5M | -8% | 157k | 53.79 | |
| Digital Realty Trust (DLR) | 0.7 | $8.2M | -3% | 46k | 176.87 | |
| Ssga Active Etf Tr Blkstn Gsosrln (SRLN) | 0.7 | $8.1M | +6% | 177k | 45.63 | |
| Williams-Sonoma (WSM) | 0.6 | $7.6M | -26% | 45k | 169.13 | |
| Procter & Gamble Company (PG) | 0.6 | $7.6M | +4% | 46k | 163.58 | |
| Hannon Armstrong (HASI) | 0.6 | $7.5M | NEW | 141k | 53.12 | |
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $7.4M | +5% | 43k | 169.68 | |
| Ishares Tr S&p Midcap 400 Etf (IJH) | 0.6 | $7.3M | +6% | 26k | 283.09 | |
| Newell Rubbermaid (NWL) | 0.6 | $7.1M | +57% | 325k | 21.84 | |
| Constellation Brands Cl A (STZ) | 0.6 | $7.0M | -5% | 28k | 250.96 | |
| Vanguard Bd Index Short Trm Bond (BSV) | 0.6 | $6.8M | -41% | 85k | 80.82 | |
| Tesla Motors (TSLA) | 0.5 | $6.1M | -4% | 5.8k | 1056.78 | |
| Starwood Property Trust (STWD) | 0.5 | $5.5M | 228k | 24.30 | ||
| Enterprise Products Partners (EPD) | 0.4 | $5.0M | -7% | 230k | 21.96 | |
| Primo Water (PRMW) | 0.4 | $5.0M | 285k | 17.63 | ||
| Brookfield Infrast Partne Int Unit (BIP) | 0.4 | $4.9M | -3% | 80k | 60.81 | |
| Berkshire Hathaway Inc De Cl A (BRK.A) | 0.4 | $4.5M | 10.00 | 450700.00 | ||
| Alphabet Inc Cap Stk CL C (GOOG) | 0.4 | $4.4M | 1.5k | 2893.39 | ||
| Kinder Morgan (KMI) | 0.3 | $4.2M | +15% | 265k | 15.86 | |
| Berkshire Hathaway Inc Ne Class B (BRK.B) | 0.3 | $4.1M | 14k | 299.02 | ||
| Coca-Cola Company (KO) | 0.3 | $4.0M | 67k | 59.21 | ||
| Wisdomtree Trust Emg Mkts Smcap (DGS) | 0.3 | $3.9M | +4% | 74k | 52.92 | |
| Home Depot (HD) | 0.3 | $3.5M | 8.5k | 415.01 | ||
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.3 | $3.4M | 50k | 68.36 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.4M | -10% | 30k | 112.12 | |
| Zscaler Incorporated (ZS) | 0.3 | $3.4M | 11k | 321.34 | ||
| CVS Caremark Corporation (CVS) | 0.2 | $3.0M | -2% | 29k | 103.15 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.9M | -19% | 7.2k | 397.84 | |
| Shopify Cl A (SHOP) | 0.2 | $2.7M | 1.9k | 1377.59 | ||
| Ishares Core S&p Scp Etf (IJR) | 0.2 | $2.6M | +36% | 22k | 114.53 | |
| Philip Morris International (PM) | 0.2 | $2.4M | 25k | 95.02 | ||
| Marvell Technology (MRVL) | 0.2 | $2.3M | 26k | 87.49 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.2M | 45k | 49.46 | ||
| Paychex (PAYX) | 0.2 | $2.2M | 16k | 136.48 | ||
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.2M | +2648% | 11k | 204.73 | |
| Nvidia Corp option Call Option | 0.2 | $2.1M | 9.6k | 222.81 | ||
| Johnson & Johnson (JNJ) | 0.2 | $2.0M | -2% | 12k | 171.11 | |
| Bank Ozk (OZK) | 0.2 | $2.0M | 43k | 46.53 | ||
| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.0M | +7% | 30k | 66.30 | |
| Energy Transfer Equity LP (ET) | 0.2 | $1.8M | -15% | 225k | 8.23 | |
| Spdr S&p 500 Etf Tr Tr Un Unit Ser 1 (SPY) | 0.1 | $1.7M | +7% | 3.5k | 475.07 | |
| Abbott Laboratories (ABT) | 0.1 | $1.6M | +13% | 12k | 140.75 | |
| Spdr S&p Midcap 400 Etf T Utser1 S&pdcrp (MDY) | 0.1 | $1.6M | -20% | 3.1k | 517.70 | |
| Visa Com Cl A (V) | 0.1 | $1.6M | +14% | 7.3k | 216.68 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 6.1k | 251.93 | ||
| Select Sector Spdr Tr Tec Sbi Int-tech (XLK) | 0.1 | $1.4M | -3% | 8.3k | 173.89 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.4M | 18k | 78.53 | ||
| Ishares Core S&p500 Etf (IVV) | 0.1 | $1.4M | +40% | 3.0k | 477.20 | |
| Nextera Energy Partners Unit Part In (NEP) | 0.1 | $1.4M | 17k | 84.37 | ||
| Shopify Cl A Call Option | 0.1 | $1.3M | 2.2k | 596.82 | ||
| Altria (MO) | 0.1 | $1.3M | 26k | 47.38 | ||
| Alps Etf Tr Clean Energy Etf (ACES) | 0.1 | $1.2M | +97% | 19k | 64.14 | |
| Norfolk Southern (NSC) | 0.1 | $1.2M | 4.1k | 297.80 | ||
| West Pharmaceutical Services (WST) | 0.1 | $1.2M | 2.6k | 468.92 | ||
| Verizon Communications (VZ) | 0.1 | $1.2M | 23k | 51.94 | ||
| Hanesbrands (HBI) | 0.1 | $1.2M | 70k | 16.72 | ||
| Abbvie (ABBV) | 0.1 | $1.1M | +8% | 8.1k | 135.38 | |
| Invesco Exchng Traded Fd Tr Sr Ln Etf (BKLN) | 0.1 | $1.1M | +5% | 49k | 22.10 | |
| Nike CL B (NKE) | 0.1 | $978k | +8% | 5.9k | 166.67 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $978k | 8.5k | 115.64 | ||
| Ishares Tr Russell 2000 I Cmdty Index (IWM) | 0.1 | $971k | +24% | 4.4k | 222.40 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $950k | +293% | 25k | 38.85 | |
| DEVICES INC Advanced Micro call Call Option | 0.1 | $911k | 15k | 60.73 | ||
| Take-Two Interactive Software (TTWO) | 0.1 | $889k | -24% | 5.0k | 177.80 | |
| Merck & Co (MRK) | 0.1 | $883k | +6% | 12k | 76.60 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $883k | 11k | 78.68 | ||
| Ishares Tr Core S&p Us Vlu Etf (IUSV) | 0.1 | $880k | 12k | 76.36 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $854k | -3% | 10k | 85.32 | |
| Pfizer (PFE) | 0.1 | $836k | 14k | 59.07 | ||
| Lowe's Companies (LOW) | 0.1 | $830k | 3.2k | 258.41 | ||
| Okta Cl A (OKTA) | 0.1 | $830k | +5% | 3.7k | 224.14 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $820k | +3853% | 3.6k | 227.90 | |
| DURECT Corporation (DRRX) | 0.1 | $809k | 820k | 0.99 | ||
| Ishares Tr U.s. Pfd Stk Etf (PFF) | 0.1 | $796k | +15% | 20k | 39.41 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $787k | 16k | 48.88 | ||
| Vanguard Group Div App Etf (VIG) | 0.1 | $781k | 4.5k | 171.69 | ||
| Select Sector Spdr Tr Ind Sbi Int-inds (XLI) | 0.1 | $749k | -16% | 7.1k | 105.75 | |
| Las Vegas Sands (LVS) | 0.1 | $740k | -3% | 20k | 37.64 | |
| Broadcom (AVGO) | 0.1 | $735k | +14% | 1.1k | 665.76 | |
| Costco Wholesale Corporation (COST) | 0.1 | $735k | +8% | 1.3k | 568.01 | |
| Apple Inc option Call Option | 0.1 | $716k | 8.8k | 81.36 | ||
| Brookfield Asset Mgmt VTG (BAM) | 0.1 | $692k | -7% | 12k | 60.39 | |
| Eli Lilly & Co. (LLY) | 0.1 | $675k | +4% | 2.4k | 276.41 | |
| Wal-Mart Stores (WMT) | 0.1 | $650k | +5% | 4.5k | 144.57 | |
| Spdr Gold Tr Gold Gold Shs (GLD) | 0.1 | $643k | +13% | 3.8k | 170.92 | |
| Select Sector Spdr Tr Con Sbi Cons Discr (XLY) | 0.1 | $627k | 3.1k | 204.57 | ||
| Kimberly-Clark Corporation (KMB) | 0.1 | $617k | 4.3k | 142.99 | ||
| Uipath Cl A Call Option | 0.1 | $616k | +168% | 55k | 11.20 | |
| Duke Energy (DUK) | 0.0 | $611k | +4% | 5.8k | 104.93 | |
| Netflix (NFLX) | 0.0 | $608k | +4% | 1.0k | 602.58 | |
| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $607k | +310% | 6.7k | 90.65 | |
| First Tr Exchange Traded Fd Cloud Computing Etf (SKYY) | 0.0 | $590k | -21% | 5.7k | 104.37 | |
| Danaher Corp Del Com (DHR) | 0.0 | $569k | -3% | 1.7k | 329.09 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $564k | +4% | 9.2k | 61.23 | |
| Paypal Hldgs Inc call Call Option | 0.0 | $547k | NEW | 15k | 35.99 | |
| 3M Company (MMM) | 0.0 | $529k | 3.0k | 177.76 | ||
| Boeing Company (BA) | 0.0 | $517k | 2.6k | 201.17 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $511k | +260% | 4.4k | 116.03 | |
| Etf Managers Tr Prime Mobile Pay Etf (IPAY) | 0.0 | $484k | -17% | 8.3k | 58.10 | |
| Microsoft Corp Call Option | 0.0 | $482k | 3.0k | 160.67 | ||
| Intuit (INTU) | 0.0 | $481k | 748.00 | 643.05 | ||
| Amgen (AMGN) | 0.0 | $480k | +4% | 2.1k | 225.04 | |
| Spdr Ser Tr Portfolio S&p500 Etf (SPLG) | 0.0 | $471k | NEW | 8.4k | 55.83 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $469k | +6% | 4.9k | 96.50 | |
| Pacer Fds Tr Bnchmrk Infra Etf (SRVR) | 0.0 | $465k | +5% | 11k | 43.28 | |
| Select Sector Spdr Tr Con Sbi Cons Stpls (XLP) | 0.0 | $464k | 6.0k | 77.17 | ||
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $460k | -3% | 5.7k | 80.11 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $444k | +9% | 6.7k | 65.80 | |
| salesforce (CRM) | 0.0 | $442k | +22% | 1.7k | 254.02 | |
| Expedia Group Etf (EXPE) | 0.0 | $439k | +19% | 2.4k | 180.88 | |
| Pvh Corporation (PVH) | 0.0 | $427k | 4.0k | 106.75 | ||
| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.0 | $422k | NEW | 5.7k | 74.65 | |
| Intel Corporation (INTC) | 0.0 | $419k | -95% | 8.1k | 51.47 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $417k | 1.3k | 320.52 | ||
| United Parcel Service CL B (UPS) | 0.0 | $416k | +7% | 1.9k | 214.54 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $416k | 4.9k | 84.79 | ||
| CSX Corporation (CSX) | 0.0 | $401k | +16% | 11k | 37.64 | |
| Ishares Tr S&p Smallcap 6 Etf (IJS) | 0.0 | $397k | -82% | 3.8k | 104.47 | |
| Williams Companies (WMB) | 0.0 | $393k | +9% | 15k | 26.07 | |
| Alphabet Inc Cap Stk CL C Call Option | 0.0 | $392k | -40% | 300.00 | 1306.67 | |
| Mgm Growth Pptys Cl A Com (MGP) | 0.0 | $381k | 9.3k | 40.90 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $379k | +3% | 827.00 | 458.28 | |
| Under Armour CL C (UA) | 0.0 | $378k | +4% | 21k | 18.06 | |
| Global Payments (GPN) | 0.0 | $369k | -96% | 2.7k | 135.36 | |
| Linde (LIN) | 0.0 | $367k | +2% | 1.1k | 346.88 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $363k | +8% | 7.1k | 51.00 | |
| Ishares Tr Russell 1000 G Etf (IWF) | 0.0 | $354k | 1.2k | 305.17 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $351k | NEW | 9.0k | 39.03 | |
| Pimco Etf Tr Enhancd Short Etf (EMNT) | 0.0 | $345k | +38% | 3.4k | 100.15 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $333k | NEW | 4.3k | 76.91 | |
| Southern Company (SO) | 0.0 | $332k | +8% | 4.8k | 68.50 | |
| Starbucks Corporation (SBUX) | 0.0 | $332k | +7% | 2.8k | 117.03 | |
| Ishares Tr Dow Jones Sele Dj Sel Div Inx (DVY) | 0.0 | $332k | -4% | 2.7k | 122.46 | |
| BlackRock (BLK) | 0.0 | $327k | +3% | 357.00 | 915.97 | |
| Algoma Stl Group Com Added (ASTL) | 0.0 | $324k | NEW | 30k | 10.80 | |
| Caterpillar Del Com (CAT) | 0.0 | $324k | 1.6k | 206.37 | ||
| Bp Plc Spons Adr (BP) | 0.0 | $322k | 12k | 26.66 | ||
| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 0.0 | $317k | 2.1k | 150.67 | ||
| Transunion (TRU) | 0.0 | $314k | 2.7k | 118.45 | ||
| Consolidated Edison (ED) | 0.0 | $313k | 3.7k | 85.31 | ||
| Republic Services (RSG) | 0.0 | $309k | 2.2k | 139.57 | ||
| Snowflake Cl A (SNOW) | 0.0 | $305k | +12% | 900.00 | 338.89 | |
| Essential Utils (WTRG) | 0.0 | $303k | +7% | 5.6k | 53.67 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $302k | 1.0k | 302.00 | ||
| Ecolab (ECL) | 0.0 | $302k | +7% | 1.3k | 234.65 | |
| Mastercard Cl A (MA) | 0.0 | $300k | +21% | 836.00 | 358.85 | |
| Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) | 0.0 | $299k | 822.00 | 363.75 | ||
| Target Corporation (TGT) | 0.0 | $294k | +4% | 1.3k | 231.31 | |
| Church & Dwight (CHD) | 0.0 | $293k | 2.9k | 102.45 | ||
| Ford Mtr Co Del call Call Option | 0.0 | $279k | NEW | 60k | 4.65 | |
| General Electric (GE) | 0.0 | $276k | 2.9k | 94.46 | ||
| Alibaba Group Hldg Ads (BABA) | 0.0 | $271k | -39% | 2.3k | 118.70 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $269k | +46% | 474.00 | 567.51 | |
| Bristol Myers Squibb (BMY) | 0.0 | $267k | 4.3k | 62.38 | ||
| Proshares Tr Proshares Ul Etf (SSO) | 0.0 | $262k | 1.8k | 146.53 | ||
| Dbx Etf Tr Db Xtr Msci Eur Etf (DBEU) | 0.0 | $260k | 7.2k | 36.36 | ||
| FedEx Corporation (FDX) | 0.0 | $259k | 1.0k | 259.00 | ||
| At&t (T) | 0.0 | $245k | -96% | 9.9k | 24.64 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $244k | 1.6k | 152.60 | ||
| Chargepoint Holdings Com Cl A Added (CHPT) | 0.0 | $237k | +20% | 13k | 19.04 | |
| D.R. Horton (DHI) | 0.0 | $235k | +26% | 2.2k | 108.29 | |
| Applied Materials (AMAT) | 0.0 | $233k | 1.5k | 157.33 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $231k | +3% | 2.1k | 112.03 | |
| General Mills (GIS) | 0.0 | $231k | 3.4k | 67.29 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $230k | NEW | 2.9k | 80.53 | |
| PPG Industries (PPG) | 0.0 | $228k | 1.3k | 172.21 | ||
| Inseego (INSG) | 0.0 | $227k | 39k | 5.82 | ||
| Enterprise Financial Services (EFSC) | 0.0 | $226k | 4.8k | 47.08 | ||
| Fidelity Covington Tr Msci Consm Dis (FDIS) | 0.0 | $225k | -15% | 2.5k | 88.37 | |
| Becton, Dickinson and (BDX) | 0.0 | $224k | 891.00 | 251.40 | ||
| Micron Technology (MU) | 0.0 | $223k | +26% | 2.4k | 93.15 | |
| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.0 | $220k | +6% | 5.6k | 39.01 | |
| Select Sector Spdr Tr Hea Sbi Healthcare (XLV) | 0.0 | $218k | 1.5k | 141.10 | ||
| Dollar General (DG) | 0.0 | $213k | +5% | 905.00 | 235.36 | |
| Roblox Corp Cl A Call Option | 0.0 | $212k | NEW | 6.4k | 33.12 | |
| Square Cl A (SQ) | 0.0 | $210k | 1.3k | 161.79 | ||
| Anthem (ANTM) | 0.0 | $202k | 435.00 | 464.37 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $200k | 3.1k | 64.00 | ||
| FactSet Research Systems (FDS) | 0.0 | $198k | 408.00 | 485.29 | ||
| Ishares Tr Russell Mcp Gr Etf (IWP) | 0.0 | $197k | +7% | 1.7k | 115.14 | |
| Corning Incorporated (GLW) | 0.0 | $195k | 5.2k | 37.32 | ||
| Waste Connections (WCN) | 0.0 | $191k | 1.4k | 136.53 | ||
| Baxter International (BAX) | 0.0 | $191k | +4% | 2.2k | 85.77 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $191k | 2.8k | 68.39 | ||
| Activision Blizzard (ATVI) | 0.0 | $182k | -97% | 2.7k | 66.59 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $177k | 1.8k | 98.39 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP) | 0.0 | $177k | +462% | 1.1k | 162.98 | |
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $174k | 2.8k | 62.73 | ||
| Astrazeneca Plc Sponsored Adr (AZN) | 0.0 | $171k | 2.9k | 58.16 | ||
| Amcor Plc Ord Shs Eur (AMCR) | 0.0 | $170k | 14k | 12.04 | ||
| Valley National Ban (VLY) | 0.0 | $168k | 12k | 13.74 | ||
| T. Rowe Price (TROW) | 0.0 | $168k | +4% | 854.00 | 196.72 | |
| Edwards Lifesciences (EW) | 0.0 | $165k | +32% | 1.3k | 129.72 | |
| Xylem (XYL) | 0.0 | $163k | 1.4k | 119.68 | ||
| Cummins (CMI) | 0.0 | $160k | +4% | 732.00 | 218.58 | |
| Emerson Electric (EMR) | 0.0 | $159k | 1.7k | 93.26 | ||
| Independence Realty Trust In (IRT) | 0.0 | $156k | NEW | 6.0k | 25.86 | |
| Enphase Energy Call Option | 0.0 | $151k | NEW | 3.5k | 43.14 | |
| Ishares Tr S&p 500 Growth Etf (IVW) | 0.0 | $151k | -14% | 1.8k | 83.89 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $150k | 822.00 | 182.48 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB) | 0.0 | $150k | NEW | 2.7k | 54.99 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $147k | 378.00 | 388.89 | ||
| Ishares Tr Usa Momentum Fct Etf (MTUM) | 0.0 | $147k | 809.00 | 181.71 |
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 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
- Kings Point Capital Management 2018 Q3 filed Nov. 13, 2018