Pinnacle Financial Partners
Latest statistics and disclosures from Pinnacle Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, AAPL, MSFT, AMZN, and represent 18.66% of Pinnacle Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$48M), SPGI (+$6.7M), DLR (+$6.1M), TLT, CVS, AMGN, SPTL, NVDA, ICSH, BMO.
- Started 18 new stock positions in VONV, OXY.WS, LNT, SSB, DDD, SDS, CSTL, FLO, VMBS, OLED. Novartis A G, AMED, CHGG, ALGN, THO, BABA, FBK, VONE.
- Reduced shares in these 10 stocks: VOO (-$26M), SPY (-$7.7M), IWF, RDS.B, AXP, VWO, IWM, IWV, MSFT, VEA.
- Sold out of its positions in American Electric Power, Franklin Financial Networ, KEYS.
- Pinnacle Financial Partners was a net buyer of stock by $28M.
- Pinnacle Financial Partners has $1.8B in assets under management (AUM), dropping by 5.07%.
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Portfolio Holdings for Pinnacle Financial Partners
Companies in the Pinnacle Financial Partners portfolio as of the September 2020 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) | 6.0 | $110M | -19% | 357k | 307.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $71M | -9% | 211k | 334.89 | |
| Apple (AAPL) | 3.6 | $66M | +271% | 565k | 115.81 | |
| Microsoft Corporation (MSFT) | 3.1 | $57M | -2% | 270k | 210.33 | |
| Amazon (AMZN) | 2.2 | $41M | 13k | 3148.70 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $39M | -8% | 181k | 216.89 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $39M | -3% | 171k | 227.62 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.6 | $29M | -5% | 703k | 40.90 | |
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.5 | $27M | +8% | 584k | 46.74 | |
| Visa Com Cl A (V) | 1.4 | $27M | 133k | 199.98 | ||
| JPMorgan Chase & Co. (JPM) | 1.4 | $25M | +2% | 262k | 96.27 | |
| UnitedHealth (UNH) | 1.4 | $25M | 80k | 311.79 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.3 | $24M | 291k | 82.85 | ||
| Pinnacle Financial Partners (PNFP) | 1.3 | $24M | 661k | 35.59 | ||
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| Lockheed Martin Corporation (LMT) | 1.2 | $23M | 59k | 383.28 | ||
| Home Depot (HD) | 1.2 | $22M | +4% | 78k | 277.71 | |
| Intel Corporation (INTC) | 1.2 | $21M | -3% | 411k | 51.78 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $21M | -8% | 485k | 43.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $20M | 14k | 1465.71 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $19M | 301k | 63.65 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $19M | 343k | 54.45 | ||
| Amgen (AMGN) | 1.0 | $19M | +14% | 73k | 254.16 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $18M | +2% | 156k | 118.13 | |
| Nike CL B (NKE) | 1.0 | $18M | 139k | 125.54 | ||
| Verizon Communications (VZ) | 0.9 | $17M | +2% | 292k | 59.49 | |
| Nextera Energy (NEE) | 0.9 | $17M | +2% | 62k | 277.56 | |
| Paypal Holdings (PYPL) | 0.9 | $17M | 87k | 197.03 | ||
| Hca Holdings (HCA) | 0.9 | $17M | 136k | 124.69 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $17M | -3% | 98k | 170.31 | |
| Union Pacific Corporation (UNP) | 0.9 | $16M | 82k | 196.88 | ||
| Johnson & Johnson (JNJ) | 0.9 | $16M | 106k | 148.89 | ||
| United Parcel Service CL B (UPS) | 0.9 | $16M | +3% | 94k | 166.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $16M | 88k | 177.12 | ||
| Pepsi (PEP) | 0.8 | $15M | 111k | 138.60 | ||
| Procter & Gamble Company (PG) | 0.8 | $15M | -7% | 109k | 138.99 | |
| Emerson Electric (EMR) | 0.8 | $15M | +12% | 222k | 65.57 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.8 | $14M | +3% | 106k | 133.59 | |
| S&p Global (SPGI) | 0.7 | $13M | +98% | 37k | 360.59 | |
| Automatic Data Processing (ADP) | 0.7 | $13M | 92k | 139.48 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $13M | 133k | 95.80 | ||
| Facebook Cl A (FB) | 0.7 | $13M | 48k | 261.92 | ||
| Clorox Company (CLX) | 0.7 | $13M | -10% | 60k | 210.18 | |
| Honeywell International (HON) | 0.7 | $12M | +2% | 73k | 164.62 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $11M | +2% | 41k | 277.52 | |
| At&t (T) | 0.6 | $11M | 397k | 28.51 | ||
| Comcast Corp Cl A (CMCSA) | 0.6 | $11M | 244k | 46.26 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $11M | -2% | 62k | 176.25 | |
| Eli Lilly & Co. (LLY) | 0.6 | $11M | +2% | 74k | 148.02 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.6 | $11M | -4% | 89k | 121.83 | |
| Danaher Corporation (DHR) | 0.6 | $11M | -8% | 50k | 215.32 | |
| Coca-Cola Company (KO) | 0.6 | $11M | 213k | 49.37 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $11M | 57k | 185.31 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $9.9M | -15% | 66k | 149.79 | |
| Pfizer (PFE) | 0.5 | $9.9M | 270k | 36.70 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $9.8M | +2% | 29k | 336.07 | |
| Eaton Corp SHS (ETN) | 0.5 | $9.8M | 96k | 102.03 | ||
| Abbvie (ABBV) | 0.5 | $9.7M | 111k | 87.59 | ||
| Duke Energy Corp Com New (DUK) | 0.5 | $9.7M | 110k | 88.56 | ||
| Chevron Corporation (CVX) | 0.5 | $9.5M | 132k | 72.00 | ||
| CVS Caremark Corporation (CVS) | 0.5 | $9.4M | +57% | 162k | 58.39 | |
| AutoZone (AZO) | 0.5 | $9.2M | +2% | 7.8k | 1177.79 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $9.0M | 315k | 28.52 | ||
| Dollar General (DG) | 0.5 | $9.0M | 43k | 209.65 | ||
| Truist Financial Corp equities (TFC) | 0.5 | $9.0M | 235k | 38.05 | ||
| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $8.6M | 49k | 176.44 | ||
| Medtronic SHS (MDT) | 0.5 | $8.4M | +4% | 81k | 103.93 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $8.3M | 48k | 172.86 | ||
| Spdr Ser Tr Portfolio Short (SPSB) | 0.4 | $8.2M | +12% | 263k | 31.37 | |
| TJX Companies (TJX) | 0.4 | $8.2M | 147k | 55.65 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $8.0M | +3% | 24k | 338.81 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $8.0M | +3% | 85k | 93.48 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $7.7M | 52k | 147.67 | ||
| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $7.6M | +7% | 209k | 36.28 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $7.6M | 108k | 70.24 | ||
| Costco Wholesale Corporation (COST) | 0.4 | $7.6M | +2% | 21k | 355.00 | |
| Oracle Corporation (ORCL) | 0.4 | $7.2M | 121k | 59.70 | ||
| Digital Realty Trust (DLR) | 0.4 | $7.1M | +601% | 49k | 146.75 | |
| American Tower Reit (AMT) | 0.4 | $7.1M | 29k | 241.73 | ||
| Us Bancorp Del Com New (USB) | 0.4 | $7.0M | +21% | 194k | 35.85 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $6.9M | 32k | 214.94 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $6.7M | -10% | 83k | 80.94 | |
| General Dynamics Corporation (GD) | 0.4 | $6.6M | 48k | 138.46 | ||
| 3M Company (MMM) | 0.4 | $6.5M | +3% | 41k | 160.20 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $6.5M | 113k | 57.45 | ||
| Cisco Systems (CSCO) | 0.4 | $6.5M | 164k | 39.39 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.5M | 30k | 212.97 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $6.3M | -3% | 80k | 78.97 | |
| Disney Walt Com Disney (DIS) | 0.3 | $6.1M | 50k | 124.08 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $6.1M | -10% | 46k | 134.71 | |
| Bank Of Montreal Cadcom (BMO) | 0.3 | $6.1M | +38% | 104k | 58.40 | |
| Capital One Financial (COF) | 0.3 | $6.1M | 84k | 71.89 | ||
| Valero Energy Corporation (VLO) | 0.3 | $6.0M | -4% | 140k | 43.33 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $5.9M | -14% | 46k | 129.15 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $5.8M | +24% | 169k | 34.33 | |
| Qualcomm (QCOM) | 0.3 | $5.7M | -2% | 49k | 117.71 | |
| Dow (DOW) | 0.3 | $5.6M | +2% | 120k | 47.05 | |
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $5.6M | -8% | 51k | 110.74 | |
| Abbott Laboratories (ABT) | 0.3 | $5.6M | 51k | 108.84 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $5.5M | -4% | 91k | 60.31 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $5.4M | +2% | 99k | 54.92 | |
| Bank of America Corporation (BAC) | 0.3 | $5.4M | +3% | 225k | 24.08 | |
| McDonald's Corporation (MCD) | 0.3 | $5.2M | -2% | 24k | 219.47 | |
| BlackRock (BLK) | 0.3 | $5.0M | +31% | 8.8k | 563.57 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $4.9M | +4206% | 30k | 163.25 | |
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $4.9M | -11% | 60k | 81.54 | |
| Southern Company (SO) | 0.3 | $4.8M | +4% | 88k | 54.21 | |
| salesforce (CRM) | 0.3 | $4.7M | +4% | 19k | 251.32 | |
| American Express Company (AXP) | 0.3 | $4.7M | -29% | 47k | 100.26 | |
| General Motors Company (GM) | 0.2 | $4.4M | 148k | 29.58 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $4.3M | 35k | 122.44 | ||
| Ishares Ultr Sh Trm Bd (ICSH) | 0.2 | $4.2M | +79% | 83k | 50.58 | |
| Ishares Tr Eafe Value Etf (EFG) | 0.2 | $4.2M | -3% | 47k | 89.89 | |
| Deere & Company (DE) | 0.2 | $4.1M | 19k | 221.68 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $4.0M | +5% | 35k | 112.46 | |
| Merck & Co (MRK) | 0.2 | $3.9M | -11% | 47k | 82.94 | |
| Dominion Resources (D) | 0.2 | $3.9M | -3% | 49k | 78.93 | |
| Microchip Technology (MCHP) | 0.2 | $3.8M | 38k | 102.78 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.8M | -4% | 2.6k | 1469.86 | |
| Altria (MO) | 0.2 | $3.8M | 99k | 38.65 | ||
| Philip Morris International (PM) | 0.2 | $3.8M | 51k | 74.99 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $3.6M | -3% | 44k | 80.83 | |
| Wal-Mart Stores (WMT) | 0.2 | $3.6M | 25k | 139.92 | ||
| Waste Management (WM) | 0.2 | $3.4M | 30k | 113.20 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.3M | -2% | 14k | 231.10 | |
| NVIDIA Corporation (NVDA) | 0.2 | $3.2M | +145% | 5.9k | 541.19 | |
| CarMax (KMX) | 0.2 | $3.2M | 35k | 91.93 | ||
| Robert Half International (RHI) | 0.2 | $3.2M | 60k | 52.94 | ||
| Moody's Corporation (MCO) | 0.2 | $3.1M | 11k | 289.84 | ||
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.2 | $3.1M | -5% | 52k | 59.79 | |
| Ecolab (ECL) | 0.2 | $3.1M | 15k | 199.81 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.0M | +12% | 11k | 277.88 | |
| Booking Holdings (BKNG) | 0.2 | $3.0M | 1.8k | 1710.21 | ||
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.2 | $3.0M | 90k | 33.05 | ||
| Cme (CME) | 0.2 | $3.0M | +11% | 18k | 167.30 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.8M | -2% | 63k | 44.09 | |
| Bristol Myers Squibb (BMY) | 0.1 | $2.7M | -8% | 45k | 60.27 | |
| Air Products & Chemicals (APD) | 0.1 | $2.7M | 9.0k | 297.90 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.6M | -3% | 7.7k | 338.16 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $2.6M | 64k | 40.35 | ||
| American Electric Power Company (AEP) | 0.1 | $2.5M | 31k | 81.75 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.3M | 11k | 222.95 | ||
| International Business Machines (IBM) | 0.1 | $2.3M | -9% | 19k | 121.68 | |
| Netflix (NFLX) | 0.1 | $2.3M | 4.5k | 500.00 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $2.2M | -3% | 5.1k | 441.61 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.2M | -15% | 27k | 83.05 | |
| National Health Investors (NHI) | 0.1 | $2.2M | 36k | 60.26 | ||
| Kkr & Co (KKR) | 0.1 | $2.1M | 62k | 34.21 | ||
| Copart (CPRT) | 0.1 | $2.1M | -4% | 20k | 105.17 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.1M | 27k | 77.18 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.1M | +27% | 19k | 108.14 | |
| Starbucks Corporation (SBUX) | 0.1 | $2.0M | -4% | 24k | 85.89 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $2.0M | 35k | 59.14 | ||
| Vaneck Vectors Etf Tr Long Muni Etf (MLN) | 0.1 | $2.0M | 95k | 21.39 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $2.0M | 40k | 50.26 | ||
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.1 | $2.0M | 61k | 32.79 | ||
| Blackstone Group Com Cl A (BX) | 0.1 | $2.0M | 38k | 51.52 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.9M | 38k | 50.45 | ||
| Lowe's Companies (LOW) | 0.1 | $1.9M | +13% | 12k | 165.85 | |
| Rbc Cad (RY) | 0.1 | $1.9M | 27k | 70.15 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | -43% | 32k | 57.53 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.8M | 7.4k | 239.22 | ||
| Regions Financial Corporation (RF) | 0.1 | $1.7M | +6% | 151k | 11.53 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.1 | $1.7M | -23% | 35k | 49.85 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.7M | -9% | 20k | 83.88 | |
| HealthStream (HSTM) | 0.1 | $1.7M | 83k | 20.06 | ||
| Citigroup Com New (C) | 0.1 | $1.6M | 38k | 43.11 | ||
| EOG Resources (EOG) | 0.1 | $1.6M | +9% | 45k | 35.95 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.6M | -26% | 17k | 92.38 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | -5% | 2.3k | 696.58 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $1.5M | -2% | 16k | 95.64 | |
| General Mills (GIS) | 0.1 | $1.5M | -7% | 24k | 61.65 | |
| Howard Hughes (HHC) | 0.1 | $1.5M | +21% | 26k | 57.63 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | -5% | 2.9k | 490.36 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.3M | 26k | 52.10 | ||
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.3M | 24k | 52.82 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.3M | -58% | 6.5k | 195.79 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | 22k | 57.39 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -12% | 5.4k | 226.00 | |
| Caterpillar (CAT) | 0.1 | $1.2M | -8% | 8.1k | 149.19 | |
| Ishares Gold Trust Ishares (IAU) | 0.1 | $1.2M | +11% | 67k | 17.99 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.2M | -44% | 6.1k | 189.43 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.2M | 8.6k | 134.86 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | -7% | 12k | 99.20 | |
| Allstate Corporation (ALL) | 0.1 | $1.2M | +5% | 12k | 94.11 | |
| Norfolk Southern (NSC) | 0.1 | $1.1M | 5.4k | 213.82 | ||
| CSX Corporation (CSX) | 0.1 | $1.1M | 15k | 77.70 | ||
| SYSCO Corporation (SYY) | 0.1 | $1.1M | 18k | 62.19 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | 7.7k | 142.83 | ||
| National HealthCare Corporation (NHC) | 0.1 | $1.1M | 18k | 62.32 | ||
| Apollo Global Mgmt Com Cl A (APO) | 0.1 | $1.1M | 24k | 44.75 | ||
| Stryker Corporation (SYK) | 0.1 | $1.1M | 5.1k | 208.27 | ||
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.0M | 14k | 72.92 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $950k | 3.0k | 315.28 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $949k | 8.6k | 110.59 | ||
| Royal Dutch Shell Spon Adr B (RDS.B) | 0.1 | $926k | -70% | 38k | 24.21 | |
| FedEx Corporation (FDX) | 0.0 | $900k | +45% | 3.6k | 251.90 | |
| AFLAC Incorporated (AFL) | 0.0 | $886k | -14% | 24k | 36.37 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $884k | +6% | 7.6k | 116.74 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $869k | 7.4k | 117.92 | ||
| Fortune Brands (FBHS) | 0.0 | $806k | 9.3k | 86.54 | ||
| Kinder Morgan (KMI) | 0.0 | $805k | +2% | 65k | 12.30 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $799k | +81% | 6.2k | 128.82 | |
| Target Corporation (TGT) | 0.0 | $789k | -2% | 5.0k | 157.38 | |
| Wp Carey (WPC) | 0.0 | $785k | 12k | 65.04 | ||
| Sonoco Products Company (SON) | 0.0 | $781k | 15k | 51.08 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $775k | -20% | 4.3k | 180.19 | |
| Paychex (PAYX) | 0.0 | $768k | -21% | 9.6k | 79.73 | |
| Chubb (CB) | 0.0 | $768k | -16% | 6.6k | 116.08 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $765k | 9.6k | 79.78 | ||
| Linde (LIN) | 0.0 | $750k | 3.1k | 238.14 | ||
| Enterprise Products Partners (EPD) | 0.0 | $747k | 48k | 15.67 | ||
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $737k | NEW | 7.1k | 103.43 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $735k | +2% | 3.6k | 202.50 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $730k | 6.8k | 106.85 | ||
| Hormel Foods Corporation (HRL) | 0.0 | $716k | 15k | 48.92 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $714k | +6% | 6.8k | 105.59 | |
| Genuine Parts Company (GPC) | 0.0 | $713k | -4% | 7.5k | 95.11 | |
| Travelers Companies (TRV) | 0.0 | $712k | +8% | 6.6k | 108.31 | |
| Lincoln National Corporation (LNC) | 0.0 | $705k | 23k | 31.31 | ||
| Williams Companies (WMB) | 0.0 | $682k | 35k | 19.61 | ||
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $680k | 37k | 18.46 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $672k | -2% | 11k | 59.40 | |
| Schlumberger (SLB) | 0.0 | $636k | -61% | 41k | 15.55 | |
| Boeing Company (BA) | 0.0 | $608k | -17% | 3.7k | 165.11 | |
| Lululemon Athletica (LULU) | 0.0 | $605k | -2% | 1.8k | 329.47 | |
| Servicenow (NOW) | 0.0 | $592k | 1.2k | 485.45 | ||
| Wells Fargo & Company (WFC) | 0.0 | $581k | -7% | 25k | 23.54 | |
| Southwest Airlines (LUV) | 0.0 | $576k | 15k | 37.48 | ||
| Kroger (KR) | 0.0 | $562k | 17k | 33.92 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $560k | 15k | 37.67 | ||
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $529k | +37% | 24k | 21.96 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $521k | +12% | 419.00 | 1243.90 | |
| Enbridge (ENB) | 0.0 | $518k | -12% | 18k | 29.17 | |
| Humana (HUM) | 0.0 | $511k | -23% | 1.2k | 413.45 | |
| Hershey Company (HSY) | 0.0 | $504k | -12% | 3.5k | 143.28 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $501k | 16k | 31.41 | ||
| Cintas Corporation (CTAS) | 0.0 | $496k | 1.5k | 332.88 | ||
| PNC Financial Services (PNC) | 0.0 | $492k | +3% | 4.5k | 109.78 | |
| Fortinet (FTNT) | 0.0 | $491k | -23% | 4.2k | 117.86 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $490k | 2.9k | 166.55 | ||
| Starwood Property Trust (STWD) | 0.0 | $490k | -15% | 33k | 15.09 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $490k | -7% | 1.3k | 369.36 | |
| Xylem (XYL) | 0.0 | $475k | 5.6k | 84.13 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $471k | 13k | 35.90 | ||
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $465k | +19% | 17k | 27.95 | |
| Intuit (INTU) | 0.0 | $464k | 1.4k | 326.04 | ||
| Anthem (ANTM) | 0.0 | $458k | -50% | 1.7k | 268.35 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $456k | -38% | 8.5k | 53.83 | |
| Pioneer Natural Resources (PXD) | 0.0 | $455k | +7% | 5.3k | 85.95 | |
| Dupont De Nemours (DD) | 0.0 | $451k | -10% | 8.1k | 55.50 | |
| Cibc Cad (CM) | 0.0 | $447k | -12% | 6.0k | 74.76 | |
| Ameren Corporation (AEE) | 0.0 | $441k | 5.6k | 79.09 | ||
| Proshares Tr Ultrashrt S&p500 (SDS) | 0.0 | $434k | NEW | 27k | 15.94 | |
| Fiserv (FISV) | 0.0 | $434k | +89% | 4.2k | 102.93 | |
| Broadcom (AVGO) | 0.0 | $433k | -34% | 1.2k | 364.61 | |
| Vulcan Materials Company (VMC) | 0.0 | $427k | +4397% | 3.1k | 135.65 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $406k | +99% | 1.8k | 221.99 | |
| Progressive Corporation (PGR) | 0.0 | $401k | +114% | 4.2k | 94.52 | |
| Crown Castle Intl (CCI) | 0.0 | $390k | +91% | 2.3k | 166.02 | |
| L3harris Technologies (LHX) | 0.0 | $389k | -17% | 2.3k | 169.93 | |
| Freshpet (FRPT) | 0.0 | $387k | 3.5k | 111.50 | ||
| Sanofi Sponsored Adr (SNY) | 0.0 | $381k | +4% | 7.6k | 50.19 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $376k | -5% | 1.7k | 218.06 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $370k | 2.7k | 135.38 | ||
| Roper Industries (ROP) | 0.0 | $369k | 935.00 | 394.87 | ||
| Goldman Sachs (GS) | 0.0 | $367k | 1.8k | 200.77 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $367k | 2.7k | 137.61 | ||
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $360k | 1.3k | 272.17 | ||
| New Oriental Ed & Technology Spon Adr (EDU) | 0.0 | $359k | 2.4k | 149.40 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $351k | 65k | 5.43 | ||
| LHC (LHCG) | 0.0 | $349k | 1.6k | 212.70 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $345k | +54% | 3.1k | 110.82 | |
| Sempra Energy (SRE) | 0.0 | $344k | 2.9k | 118.31 | ||
| ConocoPhillips (COP) | 0.0 | $336k | 10k | 32.81 | ||
| MarketAxess Holdings (MKTX) | 0.0 | $328k | 682.00 | 481.01 | ||
| General Electric Company (GE) | 0.0 | $327k | -15% | 53k | 6.23 | |
| Tc Energy Corp (TRP) | 0.0 | $325k | 7.7k | 42.04 | ||
| Atlassian Corp Cl A (TEAM) | 0.0 | $324k | 1.8k | 181.92 | ||
| Jacobs Engineering (J) | 0.0 | $322k | 3.5k | 92.84 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $320k | 1.00 | 320000.00 | ||
| Ares Capital Corporation (ARCC) | 0.0 | $304k | 22k | 13.96 | ||
| Neogenomics Com New (NEO) | 0.0 | $298k | 8.1k | 36.82 | ||
| Veeva Sys Cl A Com (VEEV) | 0.0 | $295k | -30% | 1.0k | 281.91 | |
| Monolithic Power Systems (MPWR) | 0.0 | $294k | -35% | 1.1k | 279.22 | |
| Intercontinental Exchange (ICE) | 0.0 | $293k | -25% | 2.9k | 100.17 | |
| Trex Company (TREX) | 0.0 | $293k | +103% | 4.1k | 71.79 | |
| Phillips 66 (PSX) | 0.0 | $289k | +28% | 5.6k | 51.75 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $288k | 1.9k | 152.14 | ||
| Etsy (ETSY) | 0.0 | $287k | 2.4k | 121.95 | ||
| Globant S A (GLOB) | 0.0 | $286k | -25% | 1.6k | 179.43 | |
| Ringcentral Cl A (RNG) | 0.0 | $283k | 1.0k | 274.22 | ||
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $283k | 3.8k | 75.37 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $280k | -10% | 2.4k | 115.32 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $279k | -17% | 4.4k | 63.86 | |
| Domino's Pizza (DPZ) | 0.0 | $273k | -29% | 644.00 | 424.32 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $268k | 10k | 26.75 | ||
| Yeti Hldgs (YETI) | 0.0 | $268k | 5.9k | 45.44 | ||
| Ishares Tr National Mun Etf (MUB) | 0.0 | $267k | -39% | 2.3k | 115.73 | |
| Kinsale Cap Group (KNSL) | 0.0 | $266k | 1.4k | 189.83 | ||
| Prudential Financial (PRU) | 0.0 | $263k | 4.1k | 63.46 | ||
| Align Technology (ALGN) | 0.0 | $260k | NEW | 792.00 | 327.68 | |
| Epam Systems (EPAM) | 0.0 | $259k | -42% | 800.00 | 323.91 | |
| Expeditors International of Washington (EXPD) | 0.0 | $258k | -5% | 2.9k | 90.53 | |
| Tyler Technologies (TYL) | 0.0 | $258k | 740.00 | 348.21 | ||
| Illinois Tool Works (ITW) | 0.0 | $257k | -5% | 1.3k | 193.52 | |
| Castle Biosciences (CSTL) | 0.0 | $257k | NEW | 5.0k | 51.40 | |
| Insulet Corporation (PODD) | 0.0 | $256k | 1.1k | 235.85 | ||
| Boston Scientific Corporation (BSX) | 0.0 | $249k | 6.5k | 38.28 | ||
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $248k | 3.9k | 63.61 | ||
| Universal Display Corporation (OLED) | 0.0 | $242k | NEW | 1.3k | 180.29 | |
| Amedisys (AMED) | 0.0 | $237k | NEW | 1.0k | 235.70 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $234k | 13k | 18.06 | ||
| Ameriprise Financial (AMP) | 0.0 | $232k | 1.5k | 154.43 | ||
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $232k | NEW | 1.5k | 154.67 | |
| Atmos Energy Corporation (ATO) | 0.0 | $230k | +7% | 2.4k | 95.71 | |
| Mercury Computer Systems (MRCY) | 0.0 | $226k | +2% | 2.9k | 77.23 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $226k | +983% | 6.4k | 35.31 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $223k | 850.00 | 262.35 | ||
| Novartis Sponsored Adr (NVS) | 0.0 | $221k | -14% | 2.5k | 86.97 | |
| Chegg (CHGG) | 0.0 | $219k | NEW | 3.1k | 71.23 | |
| Gan Ord Shs (GAN) | 0.0 | $216k | 13k | 16.88 | ||
| Genes (GCO) | 0.0 | $215k | 10k | 21.50 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $214k | NEW | 729.00 | 293.67 | |
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.0 | $213k | NEW | 3.9k | 54.36 | |
| Thor Industries (THO) | 0.0 | $211k | NEW | 2.2k | 95.31 | |
| Alliant Energy Corporation (LNT) | 0.0 | $204k | NEW | 3.9k | 51.61 | |
| BP Sponsored Adr (BP) | 0.0 | $191k | -7% | 11k | 17.43 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $187k | 12k | 16.26 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $177k | 3.2k | 55.47 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $167k | 2.1k | 79.60 | ||
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $165k | 2.4k | 68.15 | ||
| Yum China Holdings (YUMC) | 0.0 | $154k | 2.9k | 53.01 | ||
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $140k | 13k | 10.92 | ||
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $138k | 103.00 | 1339.81 | ||
| Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $136k | 9.8k | 13.81 | ||
| Dell Technologies CL C (DELL) | 0.0 | $135k | 2.0k | 67.84 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $133k | -56% | 5.5k | 24.04 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $125k | 2.7k | 46.55 | ||
| Cbre Clarion Global Real Estat re (IGR) | 0.0 | $120k | 20k | 6.00 | ||
| Ford Motor Company (F) | 0.0 | $119k | 18k | 6.67 | ||
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.0 | $105k | 1.9k | 54.83 | ||
| Fortive (FTV) | 0.0 | $92k | 1.2k | 76.54 | ||
| International Paper Company (IP) | 0.0 | $85k | 2.1k | 40.67 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $84k | 1.1k | 76.78 | ||
| Ishares Msci Intl Qualty (IQLT) | 0.0 | $80k | 2.6k | 31.20 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $76k | 729.00 | 104.25 | ||
| Nuveen Build Amer Bd (NBB) | 0.0 | $57k | 2.5k | 22.58 | ||
| BlackRock MuniHoldings Fund (MHD) | 0.0 | $55k | 3.6k | 15.32 | ||
| Continental Resources (CLR) | 0.0 | $55k | 4.5k | 12.29 | ||
| Two Hbrs Invt Corp Com New (TWO) | 0.0 | $54k | -44% | 11k | 5.06 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $51k | 406.00 | 125.62 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $50k | 338.00 | 147.93 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $50k | 835.00 | 59.88 | ||
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $50k | 3.7k | 13.51 | ||
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $46k | 1.6k | 28.77 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $45k | 725.00 | 62.07 | ||
| Macquarie Infrastructure Company (MIC) | 0.0 | $45k | 1.7k | 26.99 | ||
| Surgery Partners (SGRY) | 0.0 | $44k | 2.0k | 22.00 | ||
| Alliance Resource Partner L Ut Ltd Part (ARLP) | 0.0 | $43k | 15k | 2.79 | ||
| Carrier Global Corporation (CARR) | 0.0 | $41k | -7% | 1.3k | 30.57 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $39k | 75.00 | 520.00 | ||
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $39k | 2.5k | 15.54 | ||
| Ryman Hospitality Pptys (RHP) | 0.0 | $38k | 1.0k | 36.43 | ||
| Old National Ban (ONB) | 0.0 | $38k | 3.1k | 12.45 | ||
| Spirit Rlty Cap Com New (SRC) | 0.0 | $37k | 1.1k | 33.58 | ||
| Tapestry (TPR) | 0.0 | $36k | 2.3k | 15.42 | ||
| South Jersey Industries (SJI) | 0.0 | $36k | 1.9k | 19.03 | ||
| Shopify Cl A (SHOP) | 0.0 | $36k | 35.00 | 1028.57 | ||
| AutoNation (AN) | 0.0 | $35k | 660.00 | 53.03 | ||
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $34k | 1.0k | 34.00 | ||
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $34k | -32% | 1.0k | 32.41 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $29k | 1.0k | 29.00 | ||
| Pimco Dynamic Cr Income Com Shs (PCI) | 0.0 | $28k | 1.4k | 20.00 | ||
| Novartis Sponsored Adr | 0.0 | $28k | NEW | 325.00 | 86.15 | |
| PPG Industries (PPG) | 0.0 | $27k | 225.00 | 120.00 | ||
| Vail Resorts (MTN) | 0.0 | $27k | 127.00 | 212.60 | ||
| Blackstone Gso Strategic Cr Com Shs Ben In (BGB) | 0.0 | $27k | 2.2k | 12.09 | ||
| Fb Finl (FBK) | 0.0 | $26k | NEW | 1.0k | 25.34 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $25k | 385.00 | 64.94 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $24k | 270.00 | 88.89 | ||
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $22k | -6% | 700.00 | 31.43 | |
| MercadoLibre (MELI) | 0.0 | $22k | 20.00 | 1100.00 | ||
| Under Armour CL C (UA) | 0.0 | $20k | 2.0k | 10.00 | ||
| Docusign (DOCU) | 0.0 | $20k | 95.00 | 210.53 | ||
| Baxter International (BAX) | 0.0 | $19k | 240.00 | 79.17 | ||
| Amphastar Pharmaceuticals (AMPH) | 0.0 | $19k | 1.0k | 19.00 | ||
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $18k | 339.00 | 53.10 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $17k | -63% | 576.00 | 29.51 | |
| Zoetis Cl A (ZTS) | 0.0 | $17k | 105.00 | 161.90 | ||
| Exelon Corporation (EXC) | 0.0 | $16k | 454.00 | 35.24 | ||
| Wec Energy Group (WEC) | 0.0 | $16k | 164.00 | 97.56 | ||
| eBay (EBAY) | 0.0 | $16k | 311.00 | 51.45 | ||
| Twitter (TWTR) | 0.0 | $16k | 360.00 | 44.44 | ||
| Okta Cl A (OKTA) | 0.0 | $15k | 70.00 | 214.29 | ||
| First Tr Exchange Traded Consumr Stable (FXG) | 0.0 | $14k | -16% | 300.00 | 46.67 | |
| Alps Etf Tr Equal Sec Etf (EQL) | 0.0 | $14k | 185.00 | 75.68 | ||
| Yandex N V Shs Class A (YNDX) | 0.0 | $13k | 200.00 | 65.00 | ||
| Discovery Con Ser A (DISCA) | 0.0 | $12k | 566.00 | 21.20 | ||
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $11k | 1.3k | 8.59 | ||
| Hldgs (UAL) | 0.0 | $11k | 313.00 | 35.14 | ||
| Fair Isaac Corporation (FICO) | 0.0 | $11k | 25.00 | 440.00 | ||
| Summit Financial (SMMF) | 0.0 | $11k | 744.00 | 14.78 | ||
| Bofi Holding (AX) | 0.0 | $10k | 440.00 | 22.73 | ||
| Lyft Cl A Com (LYFT) | 0.0 | $10k | 350.00 | 28.57 | ||
| Kayne Anderson MLP Investment (KYN) | 0.0 | $9.0k | 2.3k | 3.89 | ||
| Corning Incorporated (GLW) | 0.0 | $9.0k | +224% | 289.00 | 31.14 | |
| Cigna Corp (CI) | 0.0 | $8.0k | 50.00 | 160.00 | ||