Pinnacle Financial Partners
Latest statistics and disclosures from Pinnacle Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, MSFT, SPY, PNFP, and represent 18.07% of Pinnacle Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: SHY (+$22M), AMZN (+$11M), ADBE (+$8.3M), NOW (+$8.2M), VBR (+$6.1M), VTEB (+$6.0M), VBK (+$5.5M), VEA, EOG, UNP.
- Started 24 new stock positions in GLW, KHC, FOXA, SNA, CTSH, ISRG, ZM, NOMD, FLS, FLOT. DBX, LEA, EMN, UCBI, CFG, PRFZ, CI, APO, IWV, TD, LQDH, PRF, MUB, AA.
- Reduced shares in these 10 stocks: TLT (-$16M), IJT (-$10M), MMM (-$5.1M), DUK, ORCL, CERN, FOX, IJS, VCIT, HON.
- Sold out of its positions in AMLP, Appollo Global Mgmt Inc Cl A, AVNS, BAX, IGR, CDK, CE, CERN, DHI, DELL.
- Pinnacle Financial Partners was a net buyer of stock by $77M.
- Pinnacle Financial Partners has $3.2B in assets under management (AUM), dropping by -1.45%.
- Central Index Key (CIK): 0001115055
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Portfolio Holdings for Pinnacle Financial Partners
Companies in the Pinnacle Financial Partners portfolio as of the March 2022 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) | 4.8 | $150M | 361k | 415.17 | ||
| Apple (AAPL) | 4.5 | $141M | +2% | 809k | 174.61 | |
| Microsoft Corporation (MSFT) | 3.8 | $119M | +2% | 385k | 308.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $93M | -2% | 205k | 451.64 | |
| Pinnacle Financial Partners (PNFP) | 2.1 | $68M | 737k | 92.08 | ||
| UnitedHealth (UNH) | 2.0 | $63M | +6% | 123k | 509.97 | |
| Amazon (AMZN) | 1.9 | $61M | +23% | 19k | 3259.95 | |
| Visa Com Cl A (V) | 1.8 | $56M | +2% | 250k | 221.77 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $54M | +2% | 399k | 136.32 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.6 | $50M | +77% | 596k | 83.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $48M | +6% | 17k | 2781.38 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.5 | $48M | 174k | 277.63 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.3 | $42M | +12% | 874k | 48.03 | |
| Union Pacific Corporation (UNP) | 1.3 | $42M | +11% | 153k | 273.21 | |
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| Hca Holdings (HCA) | 1.3 | $40M | +8% | 160k | 250.62 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.2 | $37M | 70.00 | 528857.14 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $36M | +19% | 706k | 51.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $35M | 13k | 2792.85 | ||
| Thermo Fisher Scientific (TMO) | 1.0 | $33M | 56k | 590.69 | ||
| Lockheed Martin Corporation (LMT) | 1.0 | $31M | +10% | 70k | 441.39 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.0 | $31M | 396k | 78.09 | ||
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $31M | -8% | 107k | 287.59 | |
| Emerson Electric (EMR) | 0.9 | $30M | +6% | 304k | 98.05 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $29M | +6% | 351k | 82.59 | |
| Chevron Corporation (CVX) | 0.9 | $29M | +6% | 178k | 162.83 | |
| CVS Caremark Corporation (CVS) | 0.9 | $29M | +4% | 286k | 101.20 | |
| Automatic Data Processing (ADP) | 0.9 | $28M | +9% | 124k | 227.54 | |
| Johnson & Johnson (JNJ) | 0.9 | $27M | -3% | 155k | 177.23 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $26M | 115k | 227.67 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $26M | -2% | 155k | 165.98 | |
| Home Depot (HD) | 0.8 | $25M | +4% | 83k | 299.32 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $24M | 521k | 46.82 | ||
| Abbvie (ABBV) | 0.7 | $23M | 144k | 162.11 | ||
| American Express Company (AXP) | 0.7 | $23M | +7% | 124k | 186.99 | |
| United Parcel Service CL B (UPS) | 0.7 | $23M | +3% | 107k | 214.46 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $22M | -6% | 301k | 73.60 | |
| Nextera Energy (NEE) | 0.7 | $22M | +2% | 257k | 84.71 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $22M | 471k | 46.13 | ||
| Valero Energy Corporation (VLO) | 0.7 | $21M | +11% | 204k | 101.54 | |
| Us Bancorp Del Com New (USB) | 0.6 | $20M | +4% | 370k | 53.15 | |
| Walt Disney Company (DIS) | 0.6 | $20M | +7% | 143k | 137.16 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $19M | +12% | 93k | 205.27 | |
| Nike CL B (NKE) | 0.6 | $18M | -3% | 137k | 134.56 | |
| Intel Corporation (INTC) | 0.6 | $18M | +3% | 364k | 49.56 | |
| Pfizer (PFE) | 0.6 | $18M | 342k | 51.77 | ||
| Costco Wholesale Corporation (COST) | 0.5 | $17M | +15% | 30k | 575.84 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.5 | $17M | 337k | 50.15 | ||
| Eaton Corp SHS (ETN) | 0.5 | $17M | +3% | 109k | 151.76 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $16M | +2% | 61k | 268.34 | |
| Procter & Gamble Company (PG) | 0.5 | $16M | -2% | 107k | 152.80 | |
| Danaher Corporation (DHR) | 0.5 | $16M | 56k | 293.33 | ||
| Truist Financial Corp equities (TFC) | 0.5 | $16M | 287k | 56.70 | ||
| American Tower Reit (AMT) | 0.5 | $16M | -2% | 65k | 251.19 | |
| Merck & Co (MRK) | 0.5 | $16M | 191k | 82.05 | ||
| Spdr Ser Tr Portfolio Short (SPSB) | 0.5 | $16M | +4% | 517k | 30.13 | |
| Bank Of Montreal Cadcom (BMO) | 0.5 | $16M | +7% | 132k | 117.97 | |
| AutoZone (AZO) | 0.5 | $15M | -18% | 7.5k | 2044.84 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.5 | $15M | +4% | 125k | 122.05 | |
| S&p Global (SPGI) | 0.5 | $15M | +6% | 37k | 410.17 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $15M | 63k | 237.84 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $15M | 43k | 352.89 | ||
| Pepsi (PEP) | 0.5 | $14M | -8% | 86k | 167.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $14M | +3% | 32k | 453.68 | |
| Amgen (AMGN) | 0.4 | $14M | 58k | 241.82 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $14M | 40k | 346.82 | ||
| General Dynamics Corporation (GD) | 0.4 | $14M | +10% | 58k | 241.15 | |
| Meta Platforms Cl A (FB) | 0.4 | $14M | +9% | 62k | 222.39 | |
| Medtronic SHS (MDT) | 0.4 | $14M | 124k | 110.95 | ||
| Cisco Systems (CSCO) | 0.4 | $14M | +9% | 242k | 55.76 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $13M | +14% | 123k | 107.88 | |
| Paypal Holdings (PYPL) | 0.4 | $13M | +8% | 114k | 115.65 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $13M | +72% | 53k | 248.14 | |
| TJX Companies (TJX) | 0.4 | $13M | +16% | 214k | 60.58 | |
| Coca-Cola Company (KO) | 0.4 | $13M | -2% | 204k | 62.00 | |
| Eli Lilly & Co. (LLY) | 0.4 | $13M | -7% | 44k | 286.38 | |
| Honeywell International (HON) | 0.4 | $12M | -23% | 64k | 194.58 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $12M | +9% | 25k | 490.42 | |
| BlackRock (BLK) | 0.4 | $12M | -5% | 16k | 764.17 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $12M | +99% | 69k | 175.94 | |
| Capital One Financial (COF) | 0.4 | $12M | +5% | 92k | 131.30 | |
| Digital Realty Trust (DLR) | 0.4 | $12M | -19% | 83k | 141.80 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $12M | +2% | 104k | 112.25 | |
| EOG Resources (EOG) | 0.4 | $12M | +62% | 97k | 119.23 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $12M | +12% | 223k | 51.72 | |
| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $12M | +3% | 249k | 46.25 | |
| Bank of America Corporation (BAC) | 0.4 | $12M | +8% | 278k | 41.22 | |
| Weyerhaeuser Com New (WY) | 0.4 | $11M | +4% | 298k | 37.90 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $11M | -47% | 90k | 125.10 | |
| NVIDIA Corporation (NVDA) | 0.3 | $11M | +12% | 40k | 272.84 | |
| Servicenow (NOW) | 0.3 | $11M | +330% | 19k | 556.84 | |
| Verizon Communications (VZ) | 0.3 | $10M | +13% | 205k | 50.94 | |
| Pioneer Natural Resources (PXD) | 0.3 | $10M | 42k | 250.06 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $10M | 99k | 104.94 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $10M | 102k | 100.50 | ||
| Mondelez Intl Cl A (MDLZ) | 0.3 | $10M | +12% | 163k | 62.78 | |
| Omni (OMC) | 0.3 | $10M | +7% | 119k | 84.88 | |
| Qualcomm (QCOM) | 0.3 | $10M | +11% | 66k | 152.84 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $10M | 38k | 263.57 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $9.6M | 118k | 81.90 | ||
| Adobe Systems Incorporated (ADBE) | 0.3 | $9.6M | +626% | 21k | 455.69 | |
| FedEx Corporation (FDX) | 0.3 | $9.6M | 41k | 231.39 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $9.5M | +4% | 87k | 108.36 | |
| Dow (DOW) | 0.3 | $9.4M | 147k | 63.72 | ||
| Enbridge (ENB) | 0.3 | $9.0M | +12% | 196k | 46.11 | |
| Diageo Spon Adr New (DEO) | 0.3 | $9.0M | 44k | 203.10 | ||
| Duke Energy Corp Com New (DUK) | 0.3 | $8.8M | -36% | 79k | 111.67 | |
| Goldman Sachs (GS) | 0.3 | $8.7M | 26k | 330.16 | ||
| Crown Castle Intl (CCI) | 0.3 | $8.0M | +6% | 44k | 184.61 | |
| Deere & Company (DE) | 0.3 | $8.0M | 19k | 415.49 | ||
| L3harris Technologies (LHX) | 0.3 | $8.0M | 32k | 248.52 | ||
| Dollar General (DG) | 0.3 | $8.0M | -28% | 36k | 222.70 | |
| Cme (CME) | 0.3 | $7.9M | +15% | 33k | 237.86 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $7.9M | 12k | 651.63 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $7.9M | 62k | 128.13 | ||
| Wells Fargo & Company (WFC) | 0.2 | $7.8M | 161k | 48.47 | ||
| Southern Company (SO) | 0.2 | $7.5M | +4% | 104k | 72.51 | |
| General Motors Company (GM) | 0.2 | $7.4M | +5% | 170k | 43.75 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.2 | $7.3M | -2% | 37k | 198.02 | |
| Philip Morris International (PM) | 0.2 | $7.2M | +6% | 77k | 93.94 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $7.2M | +6% | 46k | 155.73 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $7.1M | +2% | 84k | 84.36 | |
| Marvell Technology (MRVL) | 0.2 | $6.9M | +113% | 97k | 71.71 | |
| Micron Technology (MU) | 0.2 | $6.9M | 89k | 77.93 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $6.8M | +2% | 57k | 119.65 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $6.7M | -19% | 54k | 123.16 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $6.7M | -38% | 78k | 86.05 | |
| Abbott Laboratories (ABT) | 0.2 | $6.6M | +2% | 56k | 118.37 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $6.6M | -4% | 55k | 120.89 | |
| McDonald's Corporation (MCD) | 0.2 | $6.6M | +3% | 27k | 247.29 | |
| Microchip Technology (MCHP) | 0.2 | $6.4M | -32% | 86k | 75.14 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $6.4M | -39% | 62k | 102.39 | |
| Metropcs Communications (TMUS) | 0.2 | $6.3M | +35% | 49k | 128.36 | |
| FleetCor Technologies (FLT) | 0.2 | $6.2M | 25k | 249.06 | ||
| Fiserv (FISV) | 0.2 | $6.1M | +24% | 61k | 101.36 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $6.1M | -9% | 88k | 69.49 | |
| salesforce (CRM) | 0.2 | $6.0M | +10% | 29k | 212.29 | |
| Booking Holdings (BKNG) | 0.2 | $6.0M | -3% | 2.6k | 2348.04 | |
| Altria (MO) | 0.2 | $6.0M | +24% | 115k | 52.24 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.2 | $6.0M | 105k | 56.58 | ||
| Wal-Mart Stores (WMT) | 0.2 | $5.8M | +2% | 39k | 148.92 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $5.7M | +65% | 16k | 362.50 | |
| Caterpillar (CAT) | 0.2 | $5.6M | +15% | 25k | 222.81 | |
| Copart (CPRT) | 0.2 | $5.5M | +99% | 44k | 125.46 | |
| Robert Half International (RHI) | 0.2 | $5.5M | 48k | 114.19 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $5.3M | 42k | 126.87 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $5.1M | 53k | 96.27 | ||
| CarMax (KMX) | 0.2 | $5.1M | +28% | 52k | 96.50 | |
| Air Products & Chemicals (APD) | 0.2 | $4.9M | 20k | 249.89 | ||
| Waste Management (WM) | 0.1 | $4.7M | 29k | 158.50 | ||
| Oracle Corporation (ORCL) | 0.1 | $4.6M | -50% | 56k | 82.73 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.4M | 56k | 77.90 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.2M | +10% | 54k | 76.38 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.0M | 22k | 180.66 | ||
| Snap-on Incorporated (SNA) | 0.1 | $4.0M | NEW | 20k | 205.43 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $4.0M | 80k | 50.26 | ||
| Moody's Corporation (MCO) | 0.1 | $3.8M | 11k | 337.41 | ||
| Dex (DXCM) | 0.1 | $3.7M | +1351% | 7.3k | 511.57 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $3.6M | 110k | 32.66 | ||
| Howard Hughes (HHC) | 0.1 | $3.6M | 34k | 103.62 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $3.4M | 46k | 73.02 | ||
| At&t (T) | 0.1 | $3.3M | -14% | 141k | 23.64 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $3.3M | +43% | 43k | 76.45 | |
| Regions Financial Corporation (RF) | 0.1 | $3.3M | 146k | 22.26 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.2M | -5% | 9.0k | 357.32 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $3.0M | +20% | 53k | 57.60 | |
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $3.0M | 28k | 107.70 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.0M | 36k | 83.28 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $3.0M | 42k | 71.35 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.9M | -4% | 18k | 157.68 | |
| Kkr & Co (KKR) | 0.1 | $2.8M | 48k | 59.93 | ||
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $2.8M | 34k | 83.77 | ||
| 3M Company (MMM) | 0.1 | $2.8M | -64% | 19k | 148.90 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $2.8M | +3% | 49k | 57.40 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.7M | +18% | 34k | 78.04 | |
| International Business Machines (IBM) | 0.1 | $2.6M | +5% | 20k | 130.04 | |
| National Health Investors (NHI) | 0.1 | $2.5M | +4% | 43k | 59.02 | |
| Vulcan Materials Company (VMC) | 0.1 | $2.5M | +490% | 13k | 183.72 | |
| American Electric Power Company (AEP) | 0.1 | $2.4M | 24k | 99.78 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.3M | +41% | 15k | 158.90 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.3M | 30k | 75.85 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.3M | +51% | 21k | 107.11 | |
| Alcoa (AA) | 0.1 | $2.2M | NEW | 25k | 90.01 | |
| Starbucks Corporation (SBUX) | 0.1 | $2.2M | 24k | 90.94 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.2M | +32% | 61k | 36.42 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.2M | -11% | 20k | 109.66 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.2M | +11% | 26k | 82.27 | |
| Lowe's Companies (LOW) | 0.1 | $2.1M | -23% | 11k | 202.23 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $2.1M | +22% | 20k | 107.48 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $2.1M | -6% | 21k | 99.06 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.1M | +49% | 56k | 36.82 | |
| Allstate Corporation (ALL) | 0.1 | $2.0M | 15k | 138.54 | ||
| Lincoln National Corporation (LNC) | 0.1 | $2.0M | 31k | 65.35 | ||
| General Mills (GIS) | 0.1 | $2.0M | 29k | 67.72 | ||
| Dominion Resources (D) | 0.1 | $2.0M | -6% | 23k | 85.00 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.9M | -3% | 12k | 162.27 | |
| Rbc Cad (RY) | 0.1 | $1.9M | 17k | 110.27 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | +16% | 13k | 147.83 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.8M | +2% | 7.1k | 249.74 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.8M | -22% | 14k | 128.10 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | +2% | 9.5k | 183.49 | |
| Travelers Companies (TRV) | 0.1 | $1.7M | 9.2k | 182.69 | ||
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.7M | +15% | 30k | 55.56 | |
| HealthStream (HSTM) | 0.1 | $1.7M | 83k | 19.93 | ||
| AFLAC Incorporated (AFL) | 0.1 | $1.6M | +3% | 26k | 64.40 | |
| Schlumberger Com Stk (SLB) | 0.1 | $1.6M | +4% | 40k | 41.28 | |
| Target Corporation (TGT) | 0.0 | $1.6M | +2% | 7.4k | 212.34 | |
| Apollo Global Mgmt (APO) | 0.0 | $1.6M | NEW | 24k | 64.94 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.5M | -3% | 9.5k | 161.35 | |
| Constellation Brands Cl A (STZ) | 0.0 | $1.5M | +9% | 6.5k | 230.31 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $1.5M | NEW | 30k | 50.52 | |
| Paychex (PAYX) | 0.0 | $1.4M | 11k | 136.46 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.4M | -2% | 24k | 59.79 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.4M | -22% | 31k | 45.15 | |
| National HealthCare Corporation (NHC) | 0.0 | $1.4M | 20k | 70.23 | ||
| Stryker Corporation (SYK) | 0.0 | $1.4M | 5.1k | 267.36 | ||
| CSX Corporation (CSX) | 0.0 | $1.4M | 36k | 37.45 | ||
| Anthem (ANTM) | 0.0 | $1.4M | 2.7k | 491.38 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $1.3M | 27k | 49.02 | ||
| Enterprise Products Partners (EPD) | 0.0 | $1.3M | +7% | 50k | 25.78 | |
| Williams Companies (WMB) | 0.0 | $1.3M | 39k | 33.39 | ||
| SYSCO Corporation (SYY) | 0.0 | $1.3M | -14% | 16k | 81.66 | |
| Norfolk Southern (NSC) | 0.0 | $1.3M | -25% | 4.5k | 285.26 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.3M | +6% | 17k | 74.45 | |
| Chubb (CB) | 0.0 | $1.3M | +5% | 5.9k | 213.89 | |
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $1.2M | NEW | 13k | 93.50 | |
| Netflix (NFLX) | 0.0 | $1.2M | -4% | 3.2k | 374.72 | |
| ConocoPhillips (COP) | 0.0 | $1.2M | -3% | 12k | 99.97 | |
| Tesla Motors (TSLA) | 0.0 | $1.2M | +26% | 1.1k | 1077.99 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.1M | -6% | 3.4k | 337.15 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $1.1M | 15k | 78.12 | ||
| Kinder Morgan (KMI) | 0.0 | $1.1M | -4% | 60k | 18.89 | |
| Ecolab (ECL) | 0.0 | $1.1M | -64% | 6.2k | 176.38 | |
| Fortinet (FTNT) | 0.0 | $1.1M | -2% | 3.2k | 341.71 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.1M | -16% | 2.4k | 447.51 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.0M | NEW | 4.0k | 262.38 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.0M | -7% | 10k | 100.98 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.0M | 14k | 72.76 | ||
| Linde SHS (LIN) | 0.0 | $982k | -2% | 3.1k | 319.50 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $952k | 1.4k | 667.89 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $909k | -12% | 6.6k | 136.88 | |
| Jack Henry & Associates (JKHY) | 0.0 | $895k | 4.5k | 196.89 | ||
| Cintas Corporation (CTAS) | 0.0 | $873k | 2.1k | 425.21 | ||
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $871k | +11% | 27k | 31.81 | |
| Yum! Brands (YUM) | 0.0 | $868k | 7.3k | 118.45 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $859k | +4% | 3.9k | 222.83 | |
| Broadcom (AVGO) | 0.0 | $834k | -2% | 1.3k | 629.50 | |
| Starwood Property Trust (STWD) | 0.0 | $803k | 33k | 24.17 | ||
| Clorox Company (CLX) | 0.0 | $789k | -11% | 5.7k | 139.11 | |
| Wp Carey (WPC) | 0.0 | $788k | +2% | 9.9k | 80.00 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $780k | -2% | 2.8k | 283.46 | |
| Principal Exchange-traded Spectrum Pfd (PREF) | 0.0 | $778k | +2% | 41k | 18.99 | |
| Sonoco Products Company (SON) | 0.0 | $777k | 12k | 62.54 | ||
| PNC Financial Services (PNC) | 0.0 | $772k | +43% | 4.2k | 184.38 | |
| Hershey Company (HSY) | 0.0 | $762k | 3.5k | 216.42 | ||
| General Electric Com New (GE) | 0.0 | $754k | -8% | 8.2k | 91.53 | |
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $737k | +4% | 35k | 21.01 | |
| Intuit (INTU) | 0.0 | $727k | 1.5k | 481.06 | ||
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $678k | 6.1k | 110.30 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $666k | -23% | 421.00 | 1582.13 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $655k | 5.9k | 111.32 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $648k | -41% | 8.4k | 77.27 | |
| Atmos Energy Corporation (ATO) | 0.0 | $635k | -35% | 5.3k | 119.58 | |
| Fortune Brands (FBHS) | 0.0 | $625k | 8.4k | 74.26 | ||
| Genuine Parts Company (GPC) | 0.0 | $616k | 4.9k | 126.11 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $597k | 14k | 43.55 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $597k | 16k | 36.75 | ||
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $595k | -84% | 2.5k | 239.63 | |
| Intercontinental Exchange (ICE) | 0.0 | $585k | -23% | 4.4k | 132.01 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $584k | +19% | 52k | 11.19 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $561k | -13% | 12k | 47.36 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $554k | -96% | 4.2k | 132.11 | |
| Progressive Corporation (PGR) | 0.0 | $544k | +2% | 4.8k | 114.13 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $543k | -16% | 14k | 38.27 | |
| Tc Energy Corp (TRP) | 0.0 | $542k | 9.6k | 56.42 | ||
| McKesson Corporation (MCK) | 0.0 | $529k | +61% | 1.7k | 306.29 | |
| Monolithic Power Systems (MPWR) | 0.0 | $511k | 1.1k | 485.07 | ||
| Prudential Financial (PRU) | 0.0 | $509k | 4.3k | 118.11 | ||
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $508k | 8.5k | 60.05 | ||
| Ameren Corporation (AEE) | 0.0 | $507k | 5.4k | 93.80 | ||
| Zoetis Cl A (ZTS) | 0.0 | $499k | -4% | 2.6k | 188.57 | |
| Dupont De Nemours (DD) | 0.0 | $480k | 6.5k | 73.65 | ||
| Ford Motor Company (F) | 0.0 | $467k | +21% | 28k | 16.91 | |
| Roper Industries (ROP) | 0.0 | $466k | -2% | 986.00 | 472.57 | |
| Boeing Company (BA) | 0.0 | $459k | -11% | 2.4k | 191.47 | |
| Ares Capital Corporation (ARCC) | 0.0 | $456k | 22k | 20.94 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $455k | 17k | 27.56 | ||
| Southern Copper Corporation (SCCO) | 0.0 | $452k | +7% | 6.0k | 75.94 | |
| Xylem (XYL) | 0.0 | $447k | 5.2k | 85.21 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $445k | 7.1k | 62.28 | ||
| Archer Daniels Midland Company (ADM) | 0.0 | $430k | +28% | 4.8k | 90.28 | |
| Nucor Corporation (NUE) | 0.0 | $425k | +27% | 2.9k | 148.65 | |
| Yum China Holdings (YUMC) | 0.0 | $421k | -76% | 10k | 41.43 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $417k | +2% | 1.9k | 215.84 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $411k | +5% | 9.2k | 44.78 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $409k | +28% | 4.0k | 102.48 | |
| Cibc Cad (CM) | 0.0 | $406k | 3.3k | 121.81 | ||
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $405k | +8% | 4.3k | 93.62 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $396k | 1.5k | 272.38 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $395k | +122% | 5.3k | 74.90 | |
| Citigroup Com New (C) | 0.0 | $377k | -28% | 7.1k | 53.32 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $372k | NEW | 2.2k | 170.80 | |
| Lululemon Athletica (LULU) | 0.0 | $370k | -54% | 1.0k | 364.89 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $369k | 1.8k | 201.93 | ||
| Trane Technologies SHS (TT) | 0.0 | $350k | 2.3k | 152.56 | ||
| Jacobs Engineering (J) | 0.0 | $348k | -22% | 2.5k | 137.63 | |
| Prologis (PLD) | 0.0 | $346k | -12% | 2.1k | 161.43 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $342k | +3% | 1.9k | 184.86 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $342k | 2.6k | 130.29 | ||
| Phillips 66 (PSX) | 0.0 | $341k | -20% | 3.9k | 86.30 | |
| Ameriprise Financial (AMP) | 0.0 | $339k | 1.1k | 300.53 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $338k | 4.5k | 75.94 | ||
| Motorola Solutions Com New (MSI) | 0.0 | $333k | -11% | 1.4k | 242.42 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $332k | -2% | 1.6k | 212.84 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $318k | -4% | 2.9k | 108.05 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $311k | -3% | 3.5k | 88.05 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $311k | 1.5k | 207.33 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $310k | 3.0k | 104.30 | ||
| Advanced Micro Devices (AMD) | 0.0 | $310k | +6% | 2.8k | 109.38 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $306k | 3.9k | 78.76 | ||
| Tyler Technologies (TYL) | 0.0 | $306k | 687.00 | 445.19 | ||
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $299k | 850.00 | 351.76 | ||
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $297k | NEW | 1.6k | 182.99 | |
| Consolidated Edison (ED) | 0.0 | $286k | 3.0k | 94.70 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $281k | 10k | 27.82 | ||
| BP Sponsored Adr (BP) | 0.0 | $276k | +2% | 9.4k | 29.41 | |
| Monster Beverage Corp (MNST) | 0.0 | $276k | -8% | 3.5k | 79.98 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $276k | 2.8k | 97.77 | ||
| Kroger (KR) | 0.0 | $274k | +4% | 4.8k | 57.37 | |
| Morgan Stanley Com New (MS) | 0.0 | $270k | -27% | 3.1k | 87.26 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $268k | -62% | 5.2k | 51.40 | |
| Align Technology (ALGN) | 0.0 | $268k | -16% | 614.00 | 435.81 | |
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $267k | 4.5k | 58.80 | ||
| Yeti Hldgs (YETI) | 0.0 | $266k | 4.4k | 59.82 | ||
| Globant S A (GLOB) | 0.0 | $264k | 1.0k | 262.02 | ||
| Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $263k | +98% | 17k | 15.28 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $263k | 4.9k | 53.94 | ||
| Tor Dom Bk Cad (TD) | 0.0 | $249k | NEW | 3.1k | 79.43 | |
| Oneok (OKE) | 0.0 | $247k | -8% | 3.5k | 70.62 | |
| Hp (HPQ) | 0.0 | $243k | 6.7k | 36.28 | ||
| Fox Corp Cl A Com (FOXA) | 0.0 | $240k | NEW | 6.1k | 39.39 | |
| Illinois Tool Works (ITW) | 0.0 | $236k | -9% | 1.1k | 209.03 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $233k | +100% | 4.9k | 47.31 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $224k | +100% | 4.2k | 53.38 | |
| Trex Company (TREX) | 0.0 | $223k | -28% | 3.4k | 65.53 | |
| Carrier Global Corporation (CARR) | 0.0 | $222k | -5% | 4.8k | 45.77 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $221k | +2% | 2.5k | 88.90 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $218k | NEW | 2.0k | 109.60 | |
| Humana (HUM) | 0.0 | $218k | -17% | 500.00 | 435.68 | |
| Boston Scientific Corporation (BSX) | 0.0 | $217k | 4.9k | 44.29 | ||
| Johnson Ctls Intl SHS (JCI) | 0.0 | $216k | 3.3k | 65.45 | ||
| Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.0 | $214k | 11k | 20.15 | ||
| Invesco Exchange Traded Fd T Dwa Technology (PTF) | 0.0 | $213k | 1.5k | 138.31 | ||
| Invesco Exchange Traded Fd T S&p500 Low Vol (SPLV) | 0.0 | $213k | 3.2k | 67.13 | ||
| International Paper Company (IP) | 0.0 | $211k | +41% | 4.6k | 46.18 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $205k | -42% | 964.00 | 212.66 | |
| Dropbox Cl A (DBX) | 0.0 | $205k | NEW | 8.8k | 23.28 | |
| Equinix (EQIX) | 0.0 | $204k | 274.00 | 742.54 | ||
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $184k | 2.5k | 73.95 | ||
| Southwest Airlines (LUV) | 0.0 | $171k | -51% | 3.7k | 45.91 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $171k | 12k | 13.96 | ||
| Continental Resources (CLR) | 0.0 | $166k | 2.7k | 61.39 | ||
| Ryman Hospitality Pptys (RHP) | 0.0 | $154k | +151% | 1.7k | 92.66 | |
| Canadian Pacific Railway (CP) | 0.0 | $147k | 1.8k | 82.68 | ||
| Moderna (MRNA) | 0.0 | $142k | 826.00 | 171.91 | ||
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $121k | 1.6k | 74.46 | ||
| Nikola Corp (NKLA) | 0.0 | $121k | 11k | 10.74 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $118k | -66% | 463.00 | 254.86 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $113k | 5.8k | 19.40 | ||
| Ishares Silver Tr Ishares (SLV) | 0.0 | $112k | +29% | 4.9k | 22.80 | |
| Surgery Partners (SGRY) | 0.0 | $110k | 2.0k | 55.00 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $108k | +100% | 2.0k | 54.00 | |
| Vmware Cl A Com (VMW) | 0.0 | $99k | 871.00 | 113.66 | ||
| Tapestry (TPR) | 0.0 | $87k | 2.3k | 37.28 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $86k | 1.0k | 86.00 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $80k | -12% | 644.00 | 124.22 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $74k | NEW | 630.00 | 117.46 | |
| Fortive (FTV) | 0.0 | $73k | 1.2k | 60.73 | ||
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $71k | 1.6k | 44.40 | ||
| Mid-America Apartment (MAA) | 0.0 | $66k | 314.00 | 210.19 | ||
| AutoNation (AN) | 0.0 | $66k | 660.00 | 100.00 | ||
| South Jersey Industries (SJI) | 0.0 | $65k | 1.9k | 34.36 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $53k | 514.00 | 103.11 | ||
| Hartford Financial Services (HIG) | 0.0 | $52k | 720.00 | 72.22 | ||
| BlackRock MuniHoldings Fund (MHD) | 0.0 | $51k | 3.6k | 14.20 | ||
| Edwards Lifesciences (EW) | 0.0 | $51k | 435.00 | 117.24 | ||
| Spirit Rlty Cap Com New (SRC) | 0.0 | $51k | 1.1k | 46.28 | ||
| Fifth Third Ban (FITB) | 0.0 | $51k | 1.2k | 42.86 | ||
| Old National Ban (ONB) | 0.0 | $50k | 3.1k | 16.39 | ||
| Nuveen Build Amer Bd (NBB) | 0.0 | $50k | 2.5k | 19.81 | ||
| Wheaton Precious Metals Corp (WPM) | 0.0 | $49k | +132% | 1.0k | 47.48 | |
| Hess (HES) | 0.0 | $48k | +78% | 445.00 | 107.87 | |
| Devon Energy Corporation (DVN) | 0.0 | $48k | +72% | 812.00 | 59.11 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $46k | +80% | 928.00 | 49.57 | |
| Fb Finl (FBK) | 0.0 | $46k | 1.0k | 44.83 | ||
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $46k | 3.7k | 12.43 | ||
| New York City Reit (NYC) | 0.0 | $41k | 3.1k | 13.12 | ||
| Charles River Laboratories (CRL) | 0.0 | $38k | 134.00 | 283.58 | ||
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $37k | 2.5k | 14.74 | ||
| Amphastar Pharmaceuticals (AMPH) | 0.0 | $36k | 1.0k | 36.00 | ||
| Quanta Services (PWR) | 0.0 | $36k | 270.00 | 133.33 | ||
| Vail Resorts (MTN) | 0.0 | $33k | 127.00 | 259.84 | ||
| Discovery Com Ser A (DISCA) | 0.0 | $33k | 1.3k | 25.15 | ||
| Under Armour CL C (UA) | 0.0 | $31k | 2.0k | 15.50 | ||
| PPG Industries (PPG) | 0.0 | $29k | 225.00 | 128.89 | ||
| Blackstone Strategic Credit Com Shs Ben In (BGB) | 0.0 | $29k | 2.2k | 12.98 | ||
| First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $28k | 670.00 | 41.79 | ||