Nachman Norwood & Parrott
Latest statistics and disclosures from Nachman Norwood & Parrott's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VO, VB, KO, IQLT, and represent 27.11% of Nachman Norwood & Parrott's stock portfolio.
- Added to shares of these 10 stocks: IQLT (+$11M), ESGU, ESGD, VTEB, VTV, ESGE, VUG, VCSH, BND, VO.
- Started 19 new stock positions in PODD, FINX, VUSB, CRM, IUSG, GWW, FNDF, MGC, DHR, CACC. NUE, MPC, QNCX, MU, Physicians Realty Trust, EFX, O, SCHE, GGG.
- Reduced shares in these 10 stocks: EFAV, General Electric Company, PEP, HD, LQD, HBI, EEMV, YUM, UCBI, IWF.
- Sold out of its positions in BKNG, General Electric Company, QYLD, TDY.
- Nachman Norwood & Parrott was a net buyer of stock by $31M.
- Nachman Norwood & Parrott has $984M in assets under management (AUM), dropping by 8.39%.
- Central Index Key (CIK): 0001754950
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Portfolio Holdings for Nachman Norwood & Parrott
Nachman Norwood & Parrott holds 291 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.0 | $89M | 225k | 394.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 7.2 | $71M | 298k | 237.80 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.0 | $40M | +2% | 175k | 225.93 |
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| Coca-Cola Company (KO) | 3.5 | $35M | 638k | 54.53 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 3.3 | $33M | +50% | 854k | 38.49 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 3.1 | $30M | +14% | 308k | 98.47 |
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| Pepsi (PEP) | 2.8 | $28M | -4% | 186k | 148.50 |
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| Vanguard Index Fds Value Etf (VTV) | 2.5 | $25M | +11% | 179k | 137.46 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.3 | $23M | +14% | 292k | 79.03 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.3 | $23M | +8% | 78k | 286.81 |
|
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 2.3 | $22M | +2% | 389k | 57.10 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.1 | $21M | +5% | 386k | 53.42 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.1 | $20M | +7% | 246k | 82.71 |
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| Truist Financial Corp equities (TFC) | 2.0 | $20M | 358k | 55.47 |
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| Ishares Esg Awr Msci Em (ESGE) | 1.9 | $19M | +13% | 411k | 45.15 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.7 | $16M | +20% | 296k | 55.30 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.6 | $16M | +3% | 290k | 53.63 |
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| Microsoft Corporation (MSFT) | 1.5 | $15M | 55k | 270.88 |
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| Apple (AAPL) | 1.3 | $12M | 90k | 136.64 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $12M | +10% | 143k | 85.89 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 1.2 | $12M | -29% | 157k | 75.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $9.4M | -2% | 22k | 429.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $9.0M | 166k | 54.31 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $8.0M | 111k | 72.03 |
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| Yum! Brands (YUM) | 0.8 | $8.0M | -4% | 69k | 115.03 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $7.8M | 105k | 74.89 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $7.7M | +3% | 123k | 63.08 |
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| Johnson & Johnson (JNJ) | 0.8 | $7.6M | 46k | 165.12 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $7.2M | +2% | 69k | 104.78 |
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| Procter & Gamble Company (PG) | 0.7 | $7.2M | 53k | 134.92 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $6.7M | 68k | 99.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $5.9M | 22k | 268.73 |
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| Nextera Energy (NEE) | 0.6 | $5.9M | 80k | 74.07 |
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| Home Depot (HD) | 0.6 | $5.5M | -11% | 17k | 318.90 |
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| NVIDIA Corporation (NVDA) | 0.6 | $5.5M | 6.8k | 800.29 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $5.2M | -2% | 33k | 158.63 |
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| Amazon (AMZN) | 0.5 | $4.8M | 1.4k | 3440.00 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $4.7M | 32k | 147.65 |
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| Yum China Holdings (YUMC) | 0.5 | $4.6M | -4% | 69k | 66.25 |
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| United Cmnty Bks Ga Cap Stk (UCBI) | 0.5 | $4.6M | -6% | 142k | 32.20 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.5 | $4.5M | -7% | 71k | 64.17 |
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| Chevron Corporation (CVX) | 0.5 | $4.5M | -3% | 43k | 104.62 |
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| Abbott Laboratories (ABT) | 0.4 | $4.2M | 37k | 115.48 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $4.2M | 27k | 155.53 |
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| ConocoPhillips (COP) | 0.4 | $4.1M | +8% | 67k | 60.91 |
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| Walt Disney Company (DIS) | 0.4 | $4.0M | 23k | 175.79 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.4 | $3.9M | 39k | 99.63 |
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| Norfolk Southern (NSC) | 0.4 | $3.9M | 15k | 265.41 |
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| Lowe's Companies (LOW) | 0.4 | $3.9M | 20k | 193.99 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.4 | $3.7M | -2% | 76k | 48.65 |
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| Pfizer (PFE) | 0.4 | $3.7M | 93k | 39.16 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $3.5M | +14% | 35k | 101.75 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $3.5M | -5% | 12k | 289.83 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $3.5M | +2% | 29k | 122.30 |
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| Union Pacific Corporation (UNP) | 0.4 | $3.5M | 16k | 219.94 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $3.5M | +4% | 20k | 173.68 |
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| At&t (T) | 0.4 | $3.5M | -2% | 120k | 28.81 |
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| Dominion Resources (D) | 0.3 | $3.4M | 47k | 73.58 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.4M | +2% | 24k | 140.52 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $3.4M | 54k | 63.38 |
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| Bristol Myers Squibb (BMY) | 0.3 | $3.4M | 51k | 66.82 |
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| Enbridge (ENB) | 0.3 | $3.3M | 82k | 40.32 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.3M | 14k | 229.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.3M | -8% | 12k | 271.43 |
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| Phillips 66 (PSX) | 0.3 | $3.2M | +11% | 37k | 86.00 |
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| Southern First Bancshares (SFST) | 0.3 | $3.2M | 62k | 51.15 |
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| Illinois Tool Works (ITW) | 0.3 | $3.1M | -3% | 14k | 224.70 |
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| Abbvie (ABBV) | 0.3 | $3.1M | 28k | 112.16 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $3.1M | 23k | 132.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.0M | 11k | 277.96 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $3.0M | 37k | 80.56 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.9M | 46k | 63.25 |
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| Merck & Co (MRK) | 0.3 | $2.7M | 34k | 78.45 |
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| Intel Corporation (INTC) | 0.3 | $2.6M | 47k | 56.44 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.3 | $2.6M | 19k | 138.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.5M | 1.0k | 2506.47 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $2.5M | 4.5k | 560.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.5M | -2% | 22k | 112.96 |
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| Automatic Data Processing (ADP) | 0.3 | $2.5M | 12k | 199.57 |
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| Emerson Electric (EMR) | 0.3 | $2.5M | 26k | 96.23 |
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| Clorox Company (CLX) | 0.2 | $2.4M | 14k | 179.93 |
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| Verizon Communications (VZ) | 0.2 | $2.3M | +2% | 41k | 55.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.3M | -3% | 15k | 154.76 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $2.2M | 21k | 105.32 |
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| United Bankshares (UBSI) | 0.2 | $2.1M | 58k | 36.84 |
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| Amgen (AMGN) | 0.2 | $2.1M | 8.7k | 243.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.1M | 7.0k | 294.85 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.0M | -21% | 15k | 134.38 |
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| Precision Biosciences Ord | 0.2 | $1.9M | -4% | 149k | 12.52 |
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| McDonald's Corporation (MCD) | 0.2 | $1.8M | 8.0k | 231.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | -3% | 724.00 | 2441.99 |
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| Southern Company (SO) | 0.2 | $1.7M | +7% | 28k | 60.83 |
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| Boeing Company (BA) | 0.2 | $1.6M | +3% | 6.9k | 239.56 |
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| Qualcomm (QCOM) | 0.2 | $1.6M | +3% | 11k | 142.96 |
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| 3M Company (MMM) | 0.2 | $1.6M | 8.1k | 197.50 |
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| FedEx Corporation (FDX) | 0.2 | $1.5M | 5.1k | 299.07 |
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| Old Republic International Corporation (ORI) | 0.2 | $1.5M | 60k | 24.92 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | +9% | 4.2k | 354.81 |
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| Fortune Brands (FBIN) | 0.1 | $1.4M | 15k | 99.64 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.4M | 10k | 141.55 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.4M | 3.3k | 429.31 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.4M | +42% | 19k | 75.59 |
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| Cisco Systems (CSCO) | 0.1 | $1.4M | -2% | 26k | 53.00 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.4M | 26k | 53.66 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $1.4M | 13k | 105.39 |
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| Cigna Corp (CI) | 0.1 | $1.4M | 5.8k | 237.02 |
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| Dover Corporation (DOV) | 0.1 | $1.3M | 8.9k | 150.65 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.3M | 29k | 45.28 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | 32k | 41.25 |
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| Applied Materials (AMAT) | 0.1 | $1.3M | 9.1k | 142.42 |
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| Paychex (PAYX) | 0.1 | $1.3M | 12k | 107.34 |
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| Pioneer Natural Resources (PXD) | 0.1 | $1.3M | 7.7k | 163.14 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $1.2M | +24% | 11k | 112.45 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | +143% | 5.5k | 222.87 |
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| CSX Corporation (CSX) | 0.1 | $1.2M | +194% | 38k | 32.08 |
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| Hanesbrands (HBI) | 0.1 | $1.2M | -27% | 65k | 18.68 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.2M | 5.2k | 229.45 |
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| Nike CL B (NKE) | 0.1 | $1.2M | 7.6k | 154.71 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | 4.9k | 236.43 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.1M | +2% | 10k | 114.99 |
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| Honeywell International (HON) | 0.1 | $1.1M | +2% | 5.2k | 219.33 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | 11k | 104.24 |
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| Target Corporation (TGT) | 0.1 | $1.1M | +3% | 4.6k | 241.18 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | -2% | 4.6k | 232.95 |
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| Diageo Spon Adr New (DEO) | 0.1 | $1.1M | 5.6k | 191.71 |
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| International Business Machines (IBM) | 0.1 | $1.1M | 7.4k | 146.54 |
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| Air Products & Chemicals (APD) | 0.1 | $1.0M | 3.6k | 289.24 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.0M | 4.4k | 231.31 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.0M | 8.7k | 116.67 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $999k | 12k | 85.31 |
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| Facebook Cl A (META) | 0.1 | $994k | +6% | 2.9k | 347.80 |
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| Altria (MO) | 0.1 | $968k | +31% | 20k | 48.34 |
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| Caterpillar (CAT) | 0.1 | $963k | -14% | 4.4k | 217.73 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $960k | 13k | 73.62 |
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| UnitedHealth (UNH) | 0.1 | $939k | 2.3k | 400.60 |
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| Colgate-Palmolive Company (CL) | 0.1 | $928k | -3% | 11k | 81.36 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $927k | 6.9k | 134.95 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $906k | 15k | 59.93 |
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| Medtronic SHS (MDT) | 0.1 | $902k | 7.2k | 124.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $884k | 4.4k | 200.77 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $860k | -14% | 30k | 29.09 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $855k | 5.2k | 165.86 |
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| Morgan Stanley Com New (MS) | 0.1 | $842k | 9.2k | 91.71 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $837k | 2.00 | 418500.00 |
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| SYSCO Corporation (SYY) | 0.1 | $830k | 11k | 77.73 |
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| Ameresco Cl A (AMRC) | 0.1 | $827k | 13k | 62.70 |
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| Broadcom (AVGO) | 0.1 | $799k | 1.7k | 477.01 |
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| Smucker J M Com New (SJM) | 0.1 | $795k | 6.1k | 129.65 |
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| Linde SHS | 0.1 | $794k | 2.7k | 289.13 |
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| Analog Devices (ADI) | 0.1 | $785k | 4.6k | 172.26 |
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| Eversource Energy (ES) | 0.1 | $769k | 9.6k | 80.00 |
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| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.1 | $750k | 15k | 49.59 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $750k | 4.1k | 184.18 |
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| Paypal Holdings (PYPL) | 0.1 | $739k | +2% | 2.5k | 291.56 |
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| Oracle Corporation (ORCL) | 0.1 | $735k | -2% | 9.4k | 77.83 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $714k | -6% | 13k | 56.99 |
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| Vanguard World Fds Energy Etf (VDE) | 0.1 | $693k | 9.1k | 75.86 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $676k | 2.2k | 311.66 |
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| BP Sponsored Adr (BP) | 0.1 | $662k | 25k | 26.43 |
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| Commerce Bancshares (CBSH) | 0.1 | $655k | 8.8k | 74.58 |
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| Illumina (ILMN) | 0.1 | $647k | 1.4k | 472.95 |
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| Standex Int'l (SXI) | 0.1 | $646k | 6.8k | 94.86 |
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| Dow (DOW) | 0.1 | $639k | 10k | 63.29 |
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| Dupont De Nemours (DD) | 0.1 | $636k | 8.3k | 76.68 |
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| Stryker Corporation (SYK) | 0.1 | $612k | 2.4k | 260.20 |
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| Diamondback Energy (FANG) | 0.1 | $608k | 6.5k | 93.87 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $607k | 7.7k | 78.83 |
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| Starbucks Corporation (SBUX) | 0.1 | $591k | 5.3k | 110.67 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $586k | +359% | 9.1k | 64.74 |
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| Corning Incorporated (GLW) | 0.1 | $576k | 14k | 40.91 |
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| Plug Power Com New (PLUG) | 0.1 | $576k | +7% | 17k | 34.21 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $571k | -2% | 3.0k | 192.39 |
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| Jack Henry & Associates (JKHY) | 0.1 | $567k | 3.5k | 163.59 |
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| Citigroup Com New (C) | 0.1 | $565k | 8.0k | 70.77 |
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| Chubb (CB) | 0.1 | $558k | 3.5k | 159.61 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $552k | 1.5k | 365.32 |
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| Waste Management (WM) | 0.1 | $548k | 3.9k | 140.15 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $545k | -4% | 1.4k | 376.71 |
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| Oge Energy Corp (OGE) | 0.1 | $545k | 16k | 33.62 |
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| Vanguard World Fds Financials Etf (VFH) | 0.1 | $534k | 5.9k | 90.39 |
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| Deere & Company (DE) | 0.1 | $516k | 1.5k | 353.42 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $513k | 876.00 | 585.78 |
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| Philip Morris International (PM) | 0.1 | $513k | -4% | 5.1k | 100.00 |
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| United Parcel Service CL B (UPS) | 0.1 | $510k | 2.5k | 207.91 |
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| Costco Wholesale Corporation (COST) | 0.1 | $507k | +6% | 1.3k | 394.74 |
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| United Natural Foods (UNFI) | 0.1 | $504k | 14k | 36.94 |
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| Travelers Companies (TRV) | 0.1 | $500k | 3.3k | 149.81 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $491k | 35k | 14.03 |
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| Acadia Rlty Tr Com Sh Ben Int (AKR) | 0.0 | $477k | +10% | 22k | 22.09 |
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| Corteva (CTVA) | 0.0 | $468k | 11k | 44.38 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $465k | -7% | 5.1k | 91.30 |
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| Us Bancorp Del Com New (USB) | 0.0 | $462k | +2% | 8.1k | 57.34 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $451k | 1.5k | 307.01 |
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| Equifax (EFX) | 0.0 | $451k | NEW | 1.9k | 239.26 |
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| Polaris Industries (PII) | 0.0 | $445k | 3.3k | 136.84 |
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| Moody's Corporation (MCO) | 0.0 | $435k | 1.2k | 362.50 |
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| Zimmer Holdings (ZBH) | 0.0 | $432k | 2.7k | 160.49 |
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| BlackRock (BLK) | 0.0 | $428k | +2% | 489.00 | 875.26 |
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| American Express Company (AXP) | 0.0 | $423k | 2.6k | 165.15 |
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| Becton, Dickinson and (BDX) | 0.0 | $417k | -5% | 1.7k | 244.13 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $416k | 1.7k | 245.14 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $409k | 11k | 36.45 |
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| General Dynamics Corporation (GD) | 0.0 | $409k | -3% | 2.2k | 188.68 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $408k | +29% | 7.9k | 51.55 |
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| Humana (HUM) | 0.0 | $404k | 911.00 | 443.47 |
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| Genuine Parts Company (GPC) | 0.0 | $399k | 3.1k | 127.19 |
|
|
| Jacobs Engineering | 0.0 | $396k | 3.0k | 133.42 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $396k | 5.3k | 75.11 |
|
|
| Goldman Sachs (GS) | 0.0 | $392k | 1.0k | 379.48 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $389k | 5.6k | 70.06 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $388k | -2% | 19k | 20.36 |
|
| American Tower Reit (AMT) | 0.0 | $384k | +24% | 1.4k | 271.19 |
|
| Carrier Global Corporation (CARR) | 0.0 | $380k | -2% | 7.8k | 48.72 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $380k | 3.7k | 104.00 |
|
|
| New Jersey Resources Corporation (NJR) | 0.0 | $368k | 9.2k | 39.95 |
|
|
| Micron Technology (MU) | 0.0 | $367k | NEW | 4.3k | 84.88 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $366k | +16% | 806.00 | 454.09 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $365k | 397.00 | 919.40 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $360k | +41% | 3.4k | 106.07 |
|
| Global Payments (GPN) | 0.0 | $357k | +3% | 1.9k | 187.50 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $353k | 1.5k | 241.78 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $351k | 15k | 24.13 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $350k | 4.3k | 81.42 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $347k | 4.8k | 72.76 |
|
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $343k | 18k | 19.31 |
|
|
| Realty Income (O) | 0.0 | $341k | NEW | 5.1k | 67.07 |
|
| Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.0 | $335k | 5.5k | 60.80 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $332k | 5.3k | 62.75 |
|
|
| General Mills (GIS) | 0.0 | $330k | 5.4k | 60.84 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $324k | +13% | 2.9k | 113.13 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $323k | 2.7k | 120.70 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $322k | 2.5k | 127.88 |
|
|
| Kellogg Company (K) | 0.0 | $321k | 5.0k | 64.41 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $319k | 3.8k | 83.42 |
|
|
| Sempra Energy (SRE) | 0.0 | $309k | -2% | 2.3k | 132.45 |
|
| Emcor (EME) | 0.0 | $309k | 2.5k | 123.06 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $302k | +7% | 2.9k | 103.64 |
|
| Xilinx | 0.0 | $293k | +3% | 2.0k | 144.62 |
|
| Lam Research Corporation (LRCX) | 0.0 | $293k | 448.00 | 653.23 |
|
|
| Cortexyme (QNCX) | 0.0 | $292k | NEW | 5.5k | 52.96 |
|
| Eaton Corp SHS (ETN) | 0.0 | $286k | 1.9k | 148.19 |
|
|
| South State Corporation (SSB) | 0.0 | $286k | 3.5k | 81.74 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $279k | 4.1k | 67.57 |
|
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.0 | $274k | -5% | 4.2k | 65.53 |
|
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.0 | $273k | 3.1k | 86.83 |
|
|
| L3harris Technologies (LHX) | 0.0 | $268k | 1.2k | 216.48 |
|
|
| Ford Motor Company (F) | 0.0 | $264k | +14% | 18k | 14.88 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $264k | 13k | 20.71 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $262k | +4% | 1.8k | 144.59 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $261k | 1.8k | 146.05 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $258k | 1.5k | 168.41 |
|
|
| Global X Fds Fintech Etf (FINX) | 0.0 | $257k | NEW | 5.4k | 47.73 |
|
| Valero Energy Corporation (VLO) | 0.0 | $255k | 3.3k | 78.01 |
|
|
| Cummins (CMI) | 0.0 | $254k | +3% | 1.0k | 244.00 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $251k | 8.0k | 31.25 |
|
|
| Aptar (ATR) | 0.0 | $250k | 1.8k | 140.85 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $250k | NEW | 5.0k | 50.13 |
|
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.0 | $244k | 4.8k | 50.81 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $241k | 6.2k | 38.92 |
|
|
| American Electric Power Company (AEP) | 0.0 | $240k | 2.8k | 84.77 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $239k | NEW | 7.3k | 32.83 |
|
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.0 | $238k | 4.5k | 52.89 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $238k | 710.00 | 335.21 |
|
|
| Credit Acceptance (CACC) | 0.0 | $238k | NEW | 525.00 | 453.33 |
|
| Netflix (NFLX) | 0.0 | $238k | +13% | 450.00 | 528.57 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $233k | +3% | 585.00 | 398.29 |
|
| Invesco Exchange Traded Fd T Dynmc Software (IGPT) | 0.0 | $231k | 1.4k | 165.00 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $228k | 2.3k | 99.82 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $220k | 3.2k | 68.43 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $218k | NEW | 2.2k | 101.21 |
|
| One Gas (OGS) | 0.0 | $217k | 2.9k | 74.04 |
|
|
| Concentrix Corp (CNXC) | 0.0 | $217k | 1.4k | 160.50 |
|
|
| Danaher Corporation (DHR) | 0.0 | $214k | NEW | 795.00 | 269.18 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $213k | NEW | 1.4k | 152.47 |
|
| W.W. Grainger (GWW) | 0.0 | $213k | NEW | 487.00 | 437.37 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $212k | NEW | 3.5k | 60.43 |
|
| Unilever Spon Adr New (UL) | 0.0 | $212k | 3.6k | 58.42 |
|
|
| V.F. Corporation (VFC) | 0.0 | $212k | -4% | 2.6k | 82.17 |
|
| Gra (GGG) | 0.0 | $209k | NEW | 2.8k | 75.86 |
|
| FTI Consulting (FCN) | 0.0 | $208k | 1.5k | 136.57 |
|
|
| Xcel Energy (XEL) | 0.0 | $208k | 3.2k | 65.57 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $204k | -15% | 404.00 | 504.95 |
|
| Insulet Corporation (PODD) | 0.0 | $203k | NEW | 740.00 | 274.32 |
|
| salesforce (CRM) | 0.0 | $201k | NEW | 823.00 | 244.23 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $200k | -11% | 3.2k | 62.65 |
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $200k | NEW | 6.0k | 33.24 |
|
| Physicians Realty Trust | 0.0 | $200k | NEW | 11k | 18.44 |
|
| Nucor Corporation (NUE) | 0.0 | $200k | NEW | 2.1k | 96.39 |
|
| Retail Opportunity Investments (ROIC) | 0.0 | $197k | 11k | 17.79 |
|
|
| Viatris (VTRS) | 0.0 | $168k | -3% | 12k | 14.32 |
|
| Westport Fuel Systems Com New | 0.0 | $89k | 17k | 5.30 |
|
Past Filings by Nachman Norwood & Parrott
SEC 13F filings are viewable for Nachman Norwood & Parrott going back to 2018
- Nachman Norwood & Parrott 2021 Q2 filed Aug. 13, 2021
- Nachman Norwood & Parrott 2021 Q1 filed April 14, 2021
- Nachman Norwood & Parrott 2020 Q4 filed Jan. 19, 2021
- Nachman Norwood & Parrott 2020 Q3 filed Oct. 14, 2020
- Nachman Norwood & Parrott 2020 Q2 filed July 16, 2020
- Nachman Norwood & Parrott 2020 Q1 filed April 16, 2020
- Nachman Norwood & Parrott 2019 Q4 filed Jan. 8, 2020
- Nachman Norwood & Parrott 2019 Q3 filed Oct. 9, 2019
- Nachman Norwood & Parrott 2019 Q2 filed July 11, 2019
- Nachman Norwood & Parrott 2019 Q1 filed April 11, 2019
- Nachman Norwood & Parrott 2018 Q4 filed Jan. 18, 2019