Pinnacle Financial Partners

Latest statistics and disclosures from Pinnacle Financial Partners's latest quarterly 13F-HR filing:

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Positions held by Pinnacle Financial Partners, Inc. consolidated in one spreadsheet with up to 7 years of data

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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