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, PNFP, and represent 17.58% of Pinnacle Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: SHY (+$24M), IJS (+$7.5M), VTEB (+$5.3M), MRK (+$5.1M), T (+$5.1M), VYM (+$5.0M), ICSH, XOM, VCSH, ABBV.
- Started 63 new stock positions in NNN, CHD, CHRW, BABA, WMS, Atmos Energy Corp, GILD, XEC, AMLP, CINF.
- Reduced shares in these 10 stocks: GLD (-$13M), IEI (-$12M), VUG, IEF, C, UPS, PYPL, VCIT, VBR, iShares Gold Trust.
- Sold out of its positions in AMED, GLW, CBRL, FXG, FOXA, GCO, iShares Gold Trust, IWB, MUB, KNSL. KHC, MKTX, MRCY, EDU, SHOP, DDD, UAL, UXIN, VRTX, TEAM.
- Pinnacle Financial Partners was a net buyer of stock by $93M.
- Pinnacle Financial Partners has $2.5B in assets under management (AUM), dropping by 10.32%.
- 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 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) | 5.6 | $138M | 351k | 393.52 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $93M | 218k | 428.06 | ||
| Apple (AAPL) | 3.0 | $74M | 540k | 136.96 | ||
| Microsoft Corporation (MSFT) | 2.9 | $71M | 261k | 270.90 | ||
| Pinnacle Financial Partners (PNFP) | 2.4 | $58M | 662k | 88.29 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.1 | $52M | +85% | 603k | 86.16 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.9 | $48M | 176k | 271.48 | ||
| Amazon (AMZN) | 1.9 | $46M | +3% | 13k | 3440.08 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $43M | 276k | 155.54 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 1.5 | $38M | +2% | 738k | 51.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $35M | +4% | 15k | 2441.81 | |
| UnitedHealth (UNH) | 1.4 | $34M | +3% | 84k | 400.43 | |
| Visa Com Cl A (V) | 1.3 | $33M | +5% | 142k | 233.82 | |
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $31M | -12% | 108k | 286.80 | |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $31M | +13% | 373k | 82.71 | |
| Hca Holdings (HCA) | 1.2 | $30M | +2% | 144k | 206.75 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $29M | +22% | 525k | 55.30 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $27M | +2% | 501k | 54.31 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $27M | +10% | 167k | 158.62 | |
| Emerson Electric (EMR) | 1.0 | $25M | +3% | 264k | 96.24 | |
| Intel Corporation (INTC) | 1.0 | $25M | +6% | 442k | 56.14 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $24M | 309k | 78.88 | ||
| Paypal Holdings (PYPL) | 1.0 | $24M | -8% | 82k | 291.47 | |
| Home Depot (HD) | 0.9 | $23M | -5% | 73k | 318.89 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $23M | +3% | 62k | 378.35 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $23M | 102k | 222.82 | ||
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $22M | -36% | 168k | 130.53 | |
| Automatic Data Processing (ADP) | 0.9 | $21M | +4% | 107k | 198.62 | |
| Nike CL B (NKE) | 0.8 | $21M | 134k | 154.49 | ||
| Amgen (AMGN) | 0.8 | $21M | +2% | 84k | 243.75 | |
| United Parcel Service CL B (UPS) | 0.8 | $19M | -10% | 93k | 207.97 | |
| Us Bancorp Del Com New (USB) | 0.8 | $19M | +7% | 337k | 56.97 | |
| Union Pacific Corporation (UNP) | 0.8 | $19M | +2% | 86k | 219.92 | |
| Facebook Cl A (FB) | 0.7 | $18M | +9% | 51k | 347.68 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $18M | +4% | 77k | 229.36 | |
| Nextera Energy (NEE) | 0.7 | $18M | 240k | 73.28 | ||
| Honeywell International (HON) | 0.7 | $17M | +4% | 80k | 219.35 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $17M | +41% | 165k | 104.77 | |
| At&t (T) | 0.7 | $17M | +42% | 594k | 28.78 | |
| Johnson & Johnson (JNJ) | 0.7 | $17M | 103k | 164.73 | ||
| Ishares Tr Blackrock Ultra (ICSH) | 0.7 | $17M | +28% | 326k | 50.52 | |
| Chevron Corporation (CVX) | 0.6 | $16M | +6% | 150k | 104.74 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $15M | 58k | 268.72 | ||
| Abbvie (ABBV) | 0.6 | $15M | +23% | 137k | 112.64 | |
| Truist Financial Corp equities (TFC) | 0.6 | $15M | +8% | 271k | 55.50 | |
| CVS Caremark Corporation (CVS) | 0.6 | $15M | +9% | 179k | 83.43 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.6 | $15M | +18% | 111k | 132.63 | |
| Eaton Corp SHS (ETN) | 0.6 | $15M | 99k | 148.17 | ||
| Procter & Gamble Company (PG) | 0.6 | $15M | 108k | 134.93 | ||
| Digital Realty Trust (DLR) | 0.6 | $14M | +5% | 95k | 150.46 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $14M | +112% | 134k | 105.43 | |
| Verizon Communications (VZ) | 0.6 | $14M | 252k | 56.03 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $14M | 41k | 344.96 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $14M | 59k | 237.35 | ||
| Danaher Corporation (DHR) | 0.6 | $14M | +2% | 52k | 268.35 | |
| S&p Global (SPGI) | 0.6 | $14M | +6% | 34k | 410.47 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.6 | $14M | +20% | 437k | 31.30 | |
| Valero Energy Corporation (VLO) | 0.5 | $14M | +8% | 173k | 78.08 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $13M | +36% | 213k | 63.08 | |
| Pepsi (PEP) | 0.5 | $13M | 90k | 148.17 | ||
| BlackRock (BLK) | 0.5 | $13M | +2% | 15k | 875.01 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $13M | 233k | 57.02 | ||
| Capital One Financial (COF) | 0.5 | $13M | 85k | 154.67 | ||
| AutoZone (AZO) | 0.5 | $13M | +7% | 8.6k | 1492.43 | |
| Pfizer (PFE) | 0.5 | $13M | +4% | 324k | 39.16 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $13M | +17% | 111k | 113.20 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $12M | 29k | 429.93 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $12M | -14% | 127k | 95.07 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $12M | 105k | 112.97 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $12M | +2% | 24k | 491.01 | |
| Bank Of Montreal Cadcom (BMO) | 0.5 | $12M | 113k | 102.56 | ||
| Duke Energy Corp Com New (DUK) | 0.5 | $12M | +2% | 117k | 98.72 | |
| TJX Companies (TJX) | 0.4 | $11M | +8% | 161k | 67.42 | |
| Cisco Systems (CSCO) | 0.4 | $11M | +2% | 205k | 53.00 | |
| Medtronic SHS (MDT) | 0.4 | $11M | +4% | 87k | 124.13 | |
| Eli Lilly & Co. (LLY) | 0.4 | $11M | 47k | 229.51 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $10M | -3% | 36k | 289.80 | |
| Coca-Cola Company (KO) | 0.4 | $10M | 189k | 54.11 | ||
| Victory Portfolio Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $10M | +3% | 230k | 44.14 | |
| Dollar General (DG) | 0.4 | $9.9M | +5% | 46k | 216.46 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $9.9M | +4% | 110k | 89.95 | |
| 3M Company (MMM) | 0.4 | $9.7M | +2% | 49k | 198.63 | |
| Oracle Corporation (ORCL) | 0.4 | $9.6M | +2% | 123k | 77.84 | |
| General Dynamics Corporation (GD) | 0.4 | $9.5M | +2% | 50k | 188.25 | |
| Bank of America Corporation (BAC) | 0.4 | $9.5M | +2% | 229k | 41.24 | |
| Costco Wholesale Corporation (COST) | 0.4 | $9.4M | +3% | 24k | 395.67 | |
| Walt Disney Company (DIS) | 0.4 | $9.4M | +2% | 53k | 175.76 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $9.3M | -9% | 271k | 34.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $9.1M | +4% | 33k | 277.95 | |
| General Motors Company (GM) | 0.4 | $8.9M | 150k | 59.17 | ||
| Kimberly-Clark Corporation (KMB) | 0.4 | $8.8M | +10% | 66k | 133.78 | |
| American Express Company (AXP) | 0.4 | $8.7M | +6% | 53k | 165.23 | |
| Merck & Co (MRK) | 0.3 | $8.6M | +147% | 111k | 77.76 | |
| Dow (DOW) | 0.3 | $8.4M | +3% | 133k | 63.28 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $8.4M | +3% | 82k | 101.78 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $8.3M | +5% | 133k | 62.44 | |
| Omni (OMC) | 0.3 | $7.9M | +3% | 98k | 80.00 | |
| Qualcomm (QCOM) | 0.3 | $7.7M | +6% | 54k | 142.87 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $7.4M | +2% | 36k | 207.45 | |
| Crown Castle Intl (CCI) | 0.3 | $7.3M | +9% | 38k | 195.11 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $7.3M | +16% | 54k | 134.36 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $6.8M | +14% | 124k | 54.82 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $6.7M | 90k | 74.86 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $6.6M | -3% | 56k | 116.62 | |
| Deere & Company (DE) | 0.3 | $6.5M | 18k | 352.69 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $6.4M | 2.6k | 2505.96 | ||
| Abbott Laboratories (ABT) | 0.2 | $6.1M | +3% | 52k | 115.92 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $6.0M | +21% | 52k | 114.98 | |
| Philip Morris International (PM) | 0.2 | $5.8M | +15% | 59k | 99.11 | |
| Cme (CME) | 0.2 | $5.7M | +10% | 27k | 212.68 | |
| McDonald's Corporation (MCD) | 0.2 | $5.7M | +5% | 25k | 231.00 | |
| Southern Company (SO) | 0.2 | $5.6M | 93k | 60.51 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $5.6M | +2% | 38k | 147.64 | |
| Microchip Technology (MCHP) | 0.2 | $5.6M | +2% | 37k | 149.74 | |
| Air Products & Chemicals (APD) | 0.2 | $5.6M | +17% | 19k | 287.69 | |
| NVIDIA Corporation (NVDA) | 0.2 | $5.5M | -7% | 6.8k | 800.06 | |
| salesforce (CRM) | 0.2 | $5.4M | +5% | 22k | 244.29 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $5.3M | +108% | 11k | 504.40 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $5.2M | +6% | 49k | 107.28 | |
| CarMax (KMX) | 0.2 | $5.1M | +14% | 40k | 129.12 | |
| Metropcs Communications (TMUS) | 0.2 | $5.0M | +22% | 35k | 144.84 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $4.9M | -21% | 29k | 173.65 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.2 | $4.9M | +5% | 95k | 50.99 | |
| Wal-Mart Stores (WMT) | 0.2 | $4.8M | +12% | 34k | 141.03 | |
| EOG Resources (EOG) | 0.2 | $4.6M | +3% | 55k | 83.55 | |
| Altria (MO) | 0.2 | $4.5M | 95k | 47.68 | ||
| Dominion Resources (D) | 0.2 | $4.2M | +11% | 57k | 73.57 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $4.2M | -13% | 75k | 55.15 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $4.0M | +3% | 96k | 42.07 | |
| Robert Half International (RHI) | 0.2 | $4.0M | 45k | 88.98 | ||
| Waste Management (WM) | 0.2 | $4.0M | 29k | 140.09 | ||
| Moody's Corporation (MCO) | 0.2 | $3.9M | 11k | 362.37 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.8M | 39k | 96.92 | ||
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $3.7M | +12% | 72k | 51.76 | |
| American Tower Reit (AMT) | 0.1 | $3.6M | -8% | 13k | 270.19 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.5M | 48k | 72.73 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.5M | -78% | 21k | 165.64 | |
| Ecolab (ECL) | 0.1 | $3.4M | +2% | 17k | 205.98 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $3.3M | +312% | 48k | 69.82 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.3M | -3% | 39k | 85.67 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.1M | 8.8k | 354.37 | ||
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $3.1M | +2% | 16k | 195.50 | |
| Bristol Myers Squibb (BMY) | 0.1 | $3.0M | +9% | 46k | 66.82 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.0M | +3% | 8.3k | 365.03 | |
| Regions Financial Corporation (RF) | 0.1 | $3.0M | 149k | 20.18 | ||
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.1 | $3.0M | +8% | 47k | 63.62 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.0M | -2% | 34k | 88.63 | |
| Kkr & Co (KKR) | 0.1 | $3.0M | 50k | 59.29 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.9M | 19k | 150.75 | ||
| National Health Investors (NHI) | 0.1 | $2.9M | 43k | 67.06 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.8M | +24% | 45k | 63.39 | |
| Copart (CPRT) | 0.1 | $2.7M | 20k | 131.80 | ||
| Starbucks Corporation (SBUX) | 0.1 | $2.6M | +4% | 23k | 111.84 | |
| Howard Hughes (HHC) | 0.1 | $2.6M | 26k | 97.46 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.5M | 24k | 105.35 | ||
| International Business Machines (IBM) | 0.1 | $2.5M | +3% | 17k | 146.61 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.5M | +5% | 30k | 81.37 | |
| HealthStream (HSTM) | 0.1 | $2.3M | 83k | 27.94 | ||
| American Electric Power Company (AEP) | 0.1 | $2.3M | +11% | 27k | 84.59 | |
| Lowe's Companies (LOW) | 0.1 | $2.3M | 12k | 193.95 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $2.1M | +27% | 24k | 88.06 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | +7% | 14k | 154.81 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.1M | 17k | 122.25 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.0M | +7% | 24k | 82.17 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.9M | +201% | 7.1k | 272.38 | |
| Allstate Corporation (ALL) | 0.1 | $1.9M | +8% | 15k | 130.46 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.9M | +110% | 48k | 39.33 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $1.9M | -66% | 16k | 115.47 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | -12% | 22k | 85.30 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.8M | 23k | 79.23 | ||
| Netflix (NFLX) | 0.1 | $1.8M | -12% | 3.4k | 528.29 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | 3.0k | 585.75 | ||
| Rbc Cad (RY) | 0.1 | $1.7M | 17k | 101.29 | ||
| General Mills (GIS) | 0.1 | $1.7M | +15% | 28k | 60.94 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | +11% | 8.9k | 192.26 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.7M | -2% | 26k | 65.77 | |
| Caterpillar (CAT) | 0.1 | $1.7M | -2% | 7.6k | 217.65 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.6M | -8% | 9.8k | 165.72 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.6M | +5% | 11k | 147.69 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $1.6M | NEW | 17k | 93.62 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.6M | 23k | 67.04 | ||
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.1 | $1.5M | -15% | 31k | 49.57 | |
| Apollo Global Mgmt Com Cl A (APO) | 0.1 | $1.5M | 24k | 62.21 | ||
| Cintas Corporation (CTAS) | 0.1 | $1.5M | +174% | 3.8k | 382.06 | |
| National HealthCare Corporation (NHC) | 0.1 | $1.5M | -2% | 21k | 69.90 | |
| Norfolk Southern (NSC) | 0.1 | $1.4M | +4% | 5.4k | 265.38 | |
| Lincoln National Corporation (LNC) | 0.1 | $1.4M | 23k | 62.88 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.4M | -9% | 26k | 53.88 | |
| Target Corporation (TGT) | 0.1 | $1.4M | +10% | 5.8k | 241.80 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.4M | 6.0k | 233.84 | ||
| AFLAC Incorporated (AFL) | 0.1 | $1.3M | +3% | 25k | 53.66 | |
| FedEx Corporation (FDX) | 0.1 | $1.3M | +24% | 4.5k | 298.40 | |
| Stryker Corporation (SYK) | 0.1 | $1.3M | 5.0k | 259.85 | ||
| Dimensional Etf Trust Us Equity Etf | 0.1 | $1.3M | NEW | 28k | 47.08 | |
| Clorox Company (CLX) | 0.1 | $1.3M | -12% | 7.2k | 179.82 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.3M | 15k | 88.54 | ||
| Travelers Companies (TRV) | 0.1 | $1.3M | +20% | 8.4k | 149.73 | |
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $1.2M | -11% | 11k | 110.61 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.2M | +10% | 11k | 115.27 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.2M | NEW | 36k | 33.70 | |
| SYSCO Corporation (SYY) | 0.0 | $1.2M | 16k | 77.70 | ||
| Goldman Sachs (GS) | 0.0 | $1.2M | +10% | 3.2k | 379.43 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.2M | +5% | 8.5k | 136.92 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.2M | +140% | 17k | 69.66 | |
| Kinder Morgan (KMI) | 0.0 | $1.2M | 63k | 18.25 | ||
| CSX Corporation (CSX) | 0.0 | $1.2M | 12k | 96.27 | ||
| Paychex (PAYX) | 0.0 | $1.1M | +11% | 11k | 107.26 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.1M | 3.1k | 363.20 | ||
| Enterprise Products Partners (EPD) | 0.0 | $1.1M | 45k | 23.96 | ||
| Pioneer Natural Resources (PXD) | 0.0 | $1.1M | +18% | 6.6k | 162.56 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.0M | +15% | 17k | 63.20 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.0M | -5% | 23k | 45.30 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $999k | -13% | 12k | 80.97 | |
| Schlumberger Com Stk (SLB) | 0.0 | $999k | +190% | 31k | 32.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $998k | -6% | 3.4k | 294.86 | |
| Williams Companies (WMB) | 0.0 | $921k | +2% | 35k | 26.60 | |
| Linde SHS (LIN) | 0.0 | $916k | 3.2k | 288.89 | ||
| Parker-Hannifin Corporation (PH) | 0.0 | $898k | 2.9k | 307.19 | ||
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $891k | -15% | 1.3k | 691.18 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $873k | -37% | 6.9k | 125.97 | |
| Chubb (CB) | 0.0 | $871k | -4% | 5.5k | 159.00 | |
| Starwood Property Trust (STWD) | 0.0 | $849k | 32k | 26.17 | ||
| Fortune Brands (FBHS) | 0.0 | $848k | 8.5k | 99.58 | ||
| Wp Carey (WPC) | 0.0 | $837k | +16% | 11k | 74.38 | |
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $836k | -2% | 36k | 23.27 | |
| Sonoco Products Company (SON) | 0.0 | $830k | +5% | 12k | 66.87 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $828k | +13% | 7.4k | 112.40 | |
| Southwest Airlines (LUV) | 0.0 | $812k | +6% | 15k | 53.12 | |
| Principal Exchange-traded Spectrum Pfd (PREF) | 0.0 | $785k | +6% | 38k | 20.74 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $781k | NEW | 21k | 36.43 | |
| Intuit (INTU) | 0.0 | $775k | -4% | 1.6k | 490.16 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $763k | +4% | 492.00 | 1550.72 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $761k | -6% | 3.2k | 236.41 | |
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $747k | -4% | 23k | 31.89 | |
| Enbridge (ENB) | 0.0 | $737k | +7% | 18k | 40.05 | |
| Lululemon Athletica (LULU) | 0.0 | $728k | +5% | 2.0k | 364.73 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $714k | +67% | 20k | 36.71 | |
| Fortinet (FTNT) | 0.0 | $710k | -28% | 3.0k | 238.19 | |
| General Electric Company (GE) | 0.0 | $705k | 52k | 13.47 | ||
| PNC Financial Services (PNC) | 0.0 | $705k | -6% | 3.7k | 190.74 | |
| Servicenow (NOW) | 0.0 | $705k | -5% | 1.3k | 549.65 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $681k | +17% | 13k | 52.65 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $667k | -8% | 6.5k | 101.85 | |
| Booking Holdings (BKNG) | 0.0 | $666k | -15% | 304.00 | 2190.91 | |
| Anthem (ANTM) | 0.0 | $661k | 1.7k | 381.54 | ||
| Genuine Parts Company (GPC) | 0.0 | $640k | -7% | 5.1k | 126.40 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $635k | 5.9k | 107.92 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $635k | 16k | 39.46 | ||
| Xylem (XYL) | 0.0 | $629k | -7% | 5.2k | 119.90 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $627k | NEW | 24k | 26.61 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $625k | -25% | 5.8k | 106.97 | |
| Cibc Cad (CM) | 0.0 | $619k | +39% | 5.4k | 113.85 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $617k | NEW | 12k | 50.37 | |
| Hershey Company (HSY) | 0.0 | $613k | 3.5k | 174.13 | ||
| Boeing Company (BA) | 0.0 | $611k | +2% | 2.5k | 239.63 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $609k | 8.5k | 71.96 | ||
| Broadcom (AVGO) | 0.0 | $579k | +3% | 1.2k | 477.01 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $577k | 5.8k | 98.75 | ||
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $567k | +111% | 11k | 51.79 | |
| ConocoPhillips (COP) | 0.0 | $565k | +33% | 9.3k | 60.86 | |
| Hormel Foods Corporation (HRL) | 0.0 | $556k | -8% | 12k | 47.71 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $546k | 14k | 39.83 | ||
| Insulet Corporation (PODD) | 0.0 | $505k | 1.8k | 274.43 | ||
| Dell Technologies CL C (DELL) | 0.0 | $490k | 4.9k | 99.69 | ||
| Lauder Estee Cos Cl A (EL) | 0.0 | $485k | -11% | 1.5k | 317.81 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $481k | NEW | 7.1k | 67.32 | |
| Roper Industries (ROP) | 0.0 | $476k | +11% | 1.0k | 469.59 | |
| Dupont De Nemours (DD) | 0.0 | $469k | 6.1k | 77.38 | ||
| Align Technology (ALGN) | 0.0 | $466k | -10% | 762.00 | 611.41 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $463k | 44k | 10.64 | ||
| Dimensional Etf Trust Us Core Equity 2 | 0.0 | $448k | NEW | 17k | 26.86 | |
| Ares Capital Corporation (ARCC) | 0.0 | $442k | +3% | 23k | 19.59 | |
| Jacobs Engineering (J) | 0.0 | $438k | 3.3k | 133.54 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $437k | 8.3k | 52.63 | ||
| Ameren Corporation (AEE) | 0.0 | $437k | 5.5k | 80.04 | ||
| Phillips 66 (PSX) | 0.0 | $437k | +29% | 5.1k | 85.89 | |
| Atmos Energy Corporation (ATO) | 0.0 | $436k | +44% | 4.5k | 96.14 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $435k | 2.7k | 163.47 | ||
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $433k | 1.9k | 228.86 | ||
| L3harris Technologies (LHX) | 0.0 | $433k | +11% | 2.0k | 216.34 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $419k | 1.00 | 419000.00 | ||
| Fiserv (FISV) | 0.0 | $416k | -25% | 3.9k | 106.80 | |
| Morgan Stanley Com New (MS) | 0.0 | $416k | +3% | 4.5k | 91.74 | |
| Progressive Corporation (PGR) | 0.0 | $409k | 4.2k | 98.08 | ||
| Yeti Hldgs (YETI) | 0.0 | $408k | -15% | 4.4k | 91.89 | |
| Tc Energy Corp (TRP) | 0.0 | $404k | 8.2k | 49.50 | ||
| Jack Henry & Associates (JKHY) | 0.0 | $404k | +38% | 2.5k | 163.48 | |
| Intercontinental Exchange (ICE) | 0.0 | $404k | -9% | 3.4k | 118.60 | |
| Vulcan Materials Company (VMC) | 0.0 | $400k | 2.3k | 176.47 | ||
| Monolithic Power Systems (MPWR) | 0.0 | $392k | 1.1k | 372.75 | ||
| Prudential Financial (PRU) | 0.0 | $389k | +2% | 3.8k | 102.34 | |
| Trex Company (TREX) | 0.0 | $381k | 3.7k | 102.09 | ||
| Epam Systems (EPAM) | 0.0 | $373k | 730.00 | 510.87 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $363k | +4% | 3.0k | 120.03 | |
| Diageo Spon Adr New (DEO) | 0.0 | $362k | -4% | 1.9k | 191.74 | |
| Ringcentral Cl A (RNG) | 0.0 | $359k | 1.2k | 290.11 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $354k | 2.4k | 145.80 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $347k | +23% | 1.9k | 178.82 | |
| Globant S A (GLOB) | 0.0 | $333k | +3% | 1.5k | 219.36 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $333k | -30% | 1.1k | 311.65 | |
| Citigroup Com New (C) | 0.0 | $332k | -88% | 4.7k | 70.82 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $331k | 10k | 32.89 | ||
| Freshpet (FRPT) | 0.0 | $323k | 2.0k | 162.81 | ||
| 4068594 Enphase Energy (ENPH) | 0.0 | $322k | 1.8k | 183.45 | ||
| Generac Holdings (GNRC) | 0.0 | $318k | NEW | 766.00 | 415.14 | |
| Tyler Technologies (TYL) | 0.0 | $312k | 688.00 | 453.12 | ||
| Progyny (PGNY) | 0.0 | $310k | NEW | 5.3k | 58.86 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $308k | 3.7k | 82.29 | ||
| Etsy (ETSY) | 0.0 | $307k | 1.5k | 206.15 | ||
| LHC (LHCG) | 0.0 | $304k | 1.5k | 200.00 | ||
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $300k | 1.5k | 200.00 | ||
| Universal Display Corporation (OLED) | 0.0 | $298k | 1.3k | 221.79 | ||
| Neogenomics Com New (NEO) | 0.0 | $294k | +3% | 6.5k | 45.06 | |
| Illinois Tool Works (ITW) | 0.0 | $292k | 1.3k | 223.75 | ||
| Ford Motor Company (F) | 0.0 | $289k | 20k | 14.85 | ||
| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.0 | $287k | -2% | 5.4k | 53.29 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $277k | 850.00 | 325.88 | ||
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $273k | 2.6k | 105.79 | ||
| Veeva Sys Cl A Com (VEEV) | 0.0 | $273k | -31% | 876.00 | 311.36 | |
| Zoetis Cl A (ZTS) | 0.0 | $268k | +1267% | 1.4k | 186.36 | |
| Humana (HUM) | 0.0 | $267k | -53% | 604.00 | 442.71 | |
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $263k | 4.6k | 57.60 | ||
| Chegg (CHGG) | 0.0 | $262k | +10% | 3.2k | 83.14 | |
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.0 | $260k | NEW | 4.8k | 54.17 | |
| Five Below (FIVE) | 0.0 | $255k | 1.3k | 193.28 | ||
| BP Sponsored Adr (BP) | 0.0 | $255k | -7% | 9.7k | 26.42 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $255k | 4.9k | 51.78 | ||
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $255k | NEW | 2.2k | 116.83 | |
| Element Solutions (ESI) | 0.0 | $255k | NEW | 11k | 23.45 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $254k | 2.4k | 104.10 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $252k | 3.2k | 78.31 | ||
| Southern Copper Corporation (SCCO) | 0.0 | $250k | NEW | 3.9k | 64.43 | |
| Global Net Lease Com New (GNL) | 0.0 | $244k | NEW | 13k | 18.50 | |
| Unum (UNM) | 0.0 | $244k | 8.6k | 28.39 | ||
| Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 0.0 | $244k | NEW | 10k | 23.90 | |
| Itt (ITT) | 0.0 | $240k | -7% | 2.6k | 91.50 | |
| Cimarex Energy (XEC) | 0.0 | $240k | NEW | 3.3k | 72.32 | |
| Thor Industries (THO) | 0.0 | $238k | 2.1k | 112.93 | ||
| D.R. Horton (DHI) | 0.0 | $237k | 2.6k | 90.46 | ||
| Carrier Global Corporation (CARR) | 0.0 | $236k | +675% | 4.8k | 48.68 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $236k | NEW | 2.2k | 106.07 | |
| Hamilton Lane Cl A (HLNE) | 0.0 | $233k | +5% | 2.6k | 91.18 | |
| Motorola Solutions Com New (MSI) | 0.0 | $233k | NEW | 1.1k | 217.15 | |
| Rh (RH) | 0.0 | $232k | NEW | 342.00 | 678.36 | |
| Invesco Exchange Traded Fd T Dwa Technology (PTF) | 0.0 | $230k | 1.5k | 149.35 | ||
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $226k | NEW | 2.4k | 92.70 | |
| Focus Finl Partners Com Cl A (FOCS) | 0.0 | $224k | NEW | 4.6k | 48.38 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $220k | NEW | 2.0k | 110.04 | |
| Ameriprise Financial (AMP) | 0.0 | $219k | 880.00 | 248.86 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $219k | 2.1k | 104.39 | ||
| Oneok (OKE) | 0.0 | $215k | NEW | 3.9k | 55.53 | |
| Boston Scientific Corporation (BSX) | 0.0 | $212k | -14% | 5.0k | 42.68 | |
| McKesson Corporation (MCK) | 0.0 | $206k | -5% | 1.1k | 191.45 | |
| Nikola Corp (NKLA) | 0.0 | $203k | 11k | 18.02 | ||
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $201k | 9.1k | 22.11 | ||
| Yum China Holdings (YUMC) | 0.0 | $192k | 2.9k | 66.09 | ||
| International Paper Company (IP) | 0.0 | $178k | +29% | 2.9k | 61.29 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $177k | 2.9k | 60.62 | ||
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $172k | -4% | 12k | 14.04 | |
| Moderna (MRNA) | 0.0 | $159k | NEW | 676.00 | 235.21 | |
| Continental Resources (CLR) | 0.0 | $158k | -7% | 4.2k | 38.04 | |
| Gan SHS (GAN) | 0.0 | $143k | 8.7k | 16.42 | ||
| Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $142k | -12% | 8.7k | 16.40 | |
| Surgery Partners (SGRY) | 0.0 | $133k | 2.0k | 66.50 | ||
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.0 | $120k | -15% | 1.6k | 73.85 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $112k | 1.1k | 102.38 | ||
| Nuveen High Income 2023 (JHAA) | 0.0 | $110k | NEW | 11k | 10.00 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $102k | 710.00 | 143.66 | ||
| Tapestry (TPR) | 0.0 | $101k | 2.3k | 43.27 | ||
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $99k | 2.6k | 38.61 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $97k | 729.00 | 133.06 | ||
| Atmos Energy Corp | 0.0 | $96k | NEW | 1.0k | 96.00 | |
| Consolidated Edison (ED) | 0.0 | $90k | NEW | 1.3k | 72.00 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $89k | +47% | 1.5k | 60.54 | |
| Putnam Premier Income Tr Sh Ben Int (PPT) | 0.0 | $84k | NEW | 18k | 4.67 | |
| Fortive (FTV) | 0.0 | $84k | 1.2k | 69.88 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $68k | 835.00 | 81.44 | ||
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $67k | 1.6k | 41.90 | ||
| Cincinnati Financial Corporation (CINF) | 0.0 | $66k | NEW | 565.00 | 116.81 | |
| Two Hbrs Invt Corp Com New reit (TWO) | 0.0 | $65k | 8.6k | 7.60 | ||
| AutoNation (AN) | 0.0 | $63k | 660.00 | 95.45 | ||
| Ryman Hospitality Pptys (RHP) | 0.0 | $62k | 783.00 | 79.18 | ||
| Ishares Silver Tr Ishares (SLV) | 0.0 | $61k | NEW | 2.5k | 24.40 | |
| BlackRock MuniHoldings Fund (MHD) | 0.0 | $60k | 3.6k | 16.71 | ||
| Nuveen Build Amer Bd (NBB) | 0.0 | $59k | 2.5k | 23.38 | ||
| The Trade Desk Com Cl A (TTD) | 0.0 | $58k | +900% | 750.00 | 77.33 | |
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $55k | 3.7k | 14.86 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $55k | +5% | 427.00 | 128.81 | |
| Macquarie Infrastructure Company (MIC) | 0.0 | $55k | 1.5k | 37.93 | ||
| Old National Ban (ONB) | 0.0 | $54k | 3.1k | 17.70 | ||
| Spirit Rlty Cap Com New (SRC) | 0.0 | $53k | 1.1k | 48.09 | ||
| Mid-America Apartment (MAA) | 0.0 | $53k | NEW | 314.00 | 168.79 | |
| Charles River Laboratories (CRL) | 0.0 | $50k | NEW | 134.00 | 373.13 | |
| Prologis (PLD) | 0.0 | $50k | NEW | 419.00 | 119.33 | |
| South Jersey Industries (SJI) | 0.0 | $49k | 1.9k | 25.90 | ||
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $47k | 1.0k | 47.00 | ||
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $45k | 2.5k | 17.93 | ||
| Edwards Lifesciences (EW) | 0.0 | $45k | NEW | 435.00 | 103.45 | |
| Hartford Financial Services (HIG) | 0.0 | $45k | NEW | 720.00 | 62.50 | |
| Fifth Third Ban (FITB) | 0.0 | $45k | NEW | 1.2k | 37.82 | |
| Trane Technologies SHS (TT) | 0.0 | $44k | NEW | 238.00 | 184.87 | |
| Avangrid (AGR) | 0.0 | $42k | NEW | 820.00 | 51.22 | |
| New York City Reit (NYC) | 0.0 | $41k | NEW | 3.1k | 13.12 | |
| Vail Resorts (MTN) | 0.0 | $40k | 127.00 | 314.96 | ||
| PPG Industries (PPG) | 0.0 | $38k | 225.00 | 168.89 | ||
| Fb Finl (FBK) | 0.0 | $38k | 1.0k | 37.04 | ||