Pinnacle Financial Partners as of Sept. 30, 2018
Portfolio Holdings for Pinnacle Financial Partners
Pinnacle Financial Partners holds 432 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pinnacle Financial Partners (PNFP) | 5.3 | $63M | 1.0M | 60.15 | |
Spdr S&p 500 Etf (SPY) | 2.7 | $32M | 109k | 290.72 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 2.6 | $31M | 397k | 78.16 | |
iShares Russell 1000 Growth Index (IWF) | 2.4 | $29M | 184k | 155.98 | |
Microsoft Corporation (MSFT) | 2.1 | $26M | 223k | 114.37 | |
Apple (AAPL) | 2.1 | $25M | 109k | 225.74 | |
iShares Russell 1000 Value Index (IWD) | 1.8 | $21M | 167k | 126.62 | |
Amazon (AMZN) | 1.8 | $21M | 11k | 2002.91 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 1.6 | $19M | 238k | 80.48 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $18M | 155k | 112.84 | |
Vanguard Growth ETF (VUG) | 1.5 | $17M | 108k | 161.04 | |
Vanguard Europe Pacific ETF (VEA) | 1.3 | $16M | 369k | 43.27 | |
iShares S&P SmallCap 600 Growth (IJT) | 1.3 | $16M | 78k | 201.74 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 1.2 | $15M | 296k | 50.51 | |
Johnson & Johnson (JNJ) | 1.2 | $14M | 100k | 138.17 | |
UnitedHealth (UNH) | 1.1 | $14M | 51k | 266.01 | |
Lockheed Martin Corporation (LMT) | 1.1 | $13M | 39k | 345.95 | |
Hca Holdings (HCA) | 1.1 | $13M | 93k | 139.14 | |
Exxon Mobil Corporation (XOM) | 1.1 | $13M | 147k | 85.02 | |
Vanguard Mid-Cap ETF (VO) | 1.0 | $12M | 74k | 164.19 | |
Intel Corporation (INTC) | 1.0 | $12M | 254k | 47.29 | |
iShares S&P 500 Index (IVV) | 0.9 | $11M | 39k | 292.74 | |
Chevron Corporation (CVX) | 0.9 | $11M | 92k | 122.29 | |
iShares S&P MidCap 400 Index (IJH) | 0.9 | $11M | 55k | 201.29 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $11M | 9.1k | 1207.19 | |
iShares MSCI EAFE Index Fund (EFA) | 0.9 | $11M | 159k | 67.99 | |
Vanguard Emerging Markets ETF (VWO) | 0.9 | $11M | 260k | 41.00 | |
Vanguard S&p 500 Etf idx (VOO) | 0.9 | $11M | 40k | 267.02 | |
At&t (T) | 0.9 | $11M | 313k | 33.58 | |
Visa (V) | 0.9 | $10M | 69k | 150.10 | |
Abbvie (ABBV) | 0.9 | $10M | 108k | 94.57 | |
Emerson Electric (EMR) | 0.8 | $10M | 130k | 76.57 | |
Honeywell International (HON) | 0.8 | $10M | 60k | 166.40 | |
iShares S&P SmallCap 600 Index (IJR) | 0.8 | $9.8M | 113k | 87.24 | |
Comcast Corporation (CMCSA) | 0.8 | $9.6M | 272k | 35.41 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.8 | $9.4M | 56k | 166.92 | |
Pepsi (PEP) | 0.8 | $9.2M | 82k | 111.81 | |
Vanguard Total Stock Market ETF (VTI) | 0.8 | $9.0M | 60k | 149.65 | |
Vanguard REIT ETF (VNQ) | 0.8 | $8.9M | 110k | 80.69 | |
Coca-Cola Company (KO) | 0.7 | $8.7M | 189k | 46.19 | |
Verizon Communications (VZ) | 0.7 | $8.3M | 156k | 53.39 | |
Valero Energy Corporation (VLO) | 0.7 | $8.3M | 73k | 113.75 | |
Procter & Gamble Company (PG) | 0.7 | $8.1M | 97k | 83.22 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.7 | $7.8M | 93k | 83.53 | |
U.S. Bancorp (USB) | 0.6 | $7.4M | 141k | 52.81 | |
Wells Fargo & Company (WFC) | 0.6 | $7.5M | 142k | 52.56 | |
Amgen (AMGN) | 0.6 | $7.5M | 36k | 207.29 | |
Vanguard High Dividend Yield ETF (VYM) | 0.6 | $7.4M | 85k | 87.09 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $7.4M | 116k | 64.07 | |
Nike (NKE) | 0.6 | $7.2M | 85k | 84.72 | |
Pfizer (PFE) | 0.6 | $7.2M | 163k | 44.07 | |
Automatic Data Processing (ADP) | 0.6 | $6.7M | 44k | 150.65 | |
Altria (MO) | 0.6 | $6.7M | 111k | 60.31 | |
Union Pacific Corporation (UNP) | 0.5 | $6.3M | 39k | 162.83 | |
TJX Companies (TJX) | 0.5 | $6.3M | 56k | 112.04 | |
BB&T Corporation | 0.5 | $6.2M | 127k | 48.53 | |
Netflix (NFLX) | 0.5 | $6.1M | 16k | 374.14 | |
Capital One Financial (COF) | 0.5 | $6.0M | 63k | 94.96 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $5.9M | 32k | 187.31 | |
Paypal Holdings (PYPL) | 0.5 | $5.9M | 67k | 87.84 | |
iShares Russell 2000 Index (IWM) | 0.5 | $5.9M | 35k | 168.57 | |
Medtronic (MDT) | 0.5 | $5.7M | 58k | 98.38 | |
Duke Energy (DUK) | 0.5 | $5.5M | 69k | 80.02 | |
Nextera Energy (NEE) | 0.5 | $5.4M | 32k | 167.60 | |
United Technologies Corporation | 0.5 | $5.3M | 38k | 139.83 | |
Robert Half International (RHI) | 0.5 | $5.4M | 77k | 70.38 | |
Mondelez Int (MDLZ) | 0.5 | $5.4M | 126k | 42.96 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.4 | $5.2M | 38k | 135.60 | |
Berkshire Hathaway (BRK.B) | 0.4 | $5.1M | 24k | 214.13 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $5.1M | 14k | 367.39 | |
American Express Company (AXP) | 0.4 | $5.0M | 47k | 106.48 | |
Eli Lilly & Co. (LLY) | 0.4 | $4.9M | 46k | 107.31 | |
United Parcel Service (UPS) | 0.4 | $4.8M | 41k | 116.76 | |
Boeing Company (BA) | 0.4 | $4.6M | 12k | 371.85 | |
Eaton (ETN) | 0.4 | $4.5M | 52k | 86.73 | |
Home Depot (HD) | 0.4 | $4.4M | 21k | 207.14 | |
CVS Caremark Corporation (CVS) | 0.4 | $4.4M | 56k | 78.68 | |
Schlumberger (SLB) | 0.4 | $4.5M | 73k | 60.93 | |
iShares Dow Jones Select Dividend (DVY) | 0.4 | $4.4M | 44k | 99.76 | |
iShares MSCI EAFE Growth Index (EFG) | 0.4 | $4.4M | 55k | 80.08 | |
Philip Morris International (PM) | 0.4 | $4.3M | 53k | 81.54 | |
iShares Dow Jones US Real Estate (IYR) | 0.4 | $4.2M | 53k | 80.02 | |
Citigroup (C) | 0.4 | $4.3M | 60k | 71.75 | |
Facebook Inc cl a (META) | 0.4 | $4.3M | 26k | 164.42 | |
Allergan | 0.4 | $4.2M | 22k | 190.60 | |
Oracle Corporation (ORCL) | 0.3 | $4.0M | 78k | 51.56 | |
iShares Russell Midcap Value Index (IWS) | 0.3 | $4.1M | 45k | 90.26 | |
Dollar General (DG) | 0.3 | $4.1M | 37k | 109.29 | |
iShares MSCI EAFE Value Index (EFV) | 0.3 | $4.1M | 78k | 51.92 | |
Waste Management (WM) | 0.3 | $3.9M | 44k | 90.36 | |
Kohl's Corporation (KSS) | 0.3 | $3.8M | 51k | 74.55 | |
Vanguard Short-Term Bond ETF (BSV) | 0.3 | $3.8M | 49k | 78.03 | |
Abbott Laboratories (ABT) | 0.3 | $3.7M | 51k | 73.37 | |
Qualcomm (QCOM) | 0.3 | $3.7M | 52k | 72.01 | |
Cisco Systems (CSCO) | 0.3 | $3.6M | 73k | 48.64 | |
Microchip Technology (MCHP) | 0.3 | $3.6M | 45k | 78.91 | |
Merck & Co (MRK) | 0.3 | $3.5M | 50k | 70.95 | |
Royal Dutch Shell | 0.3 | $3.6M | 51k | 70.93 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $3.5M | 31k | 115.84 | |
Vaneck Vectors Etf Tr High Yld Mun Etf | 0.3 | $3.6M | 116k | 31.14 | |
American Tower Reit (AMT) | 0.3 | $3.4M | 24k | 145.30 | |
Walt Disney Company (DIS) | 0.3 | $3.3M | 28k | 116.95 | |
Danaher Corporation (DHR) | 0.3 | $3.3M | 31k | 108.69 | |
Southern Company (SO) | 0.3 | $3.3M | 77k | 43.60 | |
Clorox Company (CLX) | 0.3 | $3.3M | 22k | 150.41 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $3.4M | 41k | 82.53 | |
SPDR S&P Dividend (SDY) | 0.3 | $3.3M | 34k | 97.93 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.3 | $3.4M | 50k | 68.04 | |
International Paper Company (IP) | 0.3 | $3.3M | 66k | 49.15 | |
Cibc Cad (CM) | 0.3 | $3.2M | 34k | 93.77 | |
Bank of America Corporation (BAC) | 0.3 | $3.1M | 105k | 29.46 | |
Costco Wholesale Corporation (COST) | 0.3 | $3.1M | 13k | 234.87 | |
International Business Machines (IBM) | 0.3 | $3.1M | 20k | 151.21 | |
ConocoPhillips (COP) | 0.2 | $3.0M | 39k | 77.36 | |
Dowdupont | 0.2 | $3.0M | 46k | 64.31 | |
Dominion Resources (D) | 0.2 | $2.8M | 40k | 70.29 | |
Bristol Myers Squibb (BMY) | 0.2 | $2.8M | 46k | 62.08 | |
Regions Financial Corporation (RF) | 0.2 | $2.8M | 153k | 18.35 | |
Aetna | 0.2 | $2.8M | 14k | 202.86 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $2.8M | 55k | 52.05 | |
Wal-Mart Stores (WMT) | 0.2 | $2.7M | 29k | 93.94 | |
iShares Russell 3000 Index (IWV) | 0.2 | $2.7M | 16k | 172.26 | |
McDonald's Corporation (MCD) | 0.2 | $2.7M | 16k | 167.29 | |
HealthStream (HSTM) | 0.2 | $2.6M | 83k | 31.00 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $2.6M | 2.2k | 1193.35 | |
Chubb (CB) | 0.2 | $2.6M | 20k | 133.78 | |
Celgene Corporation | 0.2 | $2.5M | 28k | 89.46 | |
3M Company (MMM) | 0.2 | $2.4M | 11k | 210.73 | |
SYSCO Corporation (SYY) | 0.2 | $2.4M | 32k | 73.26 | |
Weyerhaeuser Company (WY) | 0.2 | $2.4M | 75k | 32.27 | |
SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.2 | $2.3M | 35k | 67.39 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.2 | $2.3M | 49k | 47.67 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $2.2M | 20k | 113.63 | |
Pioneer Natural Resources | 0.2 | $2.3M | 13k | 173.94 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $2.2M | 51k | 42.92 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.2 | $2.1M | 32k | 66.80 | |
American Electric Power Company (AEP) | 0.2 | $2.1M | 30k | 70.89 | |
Rbc Cad (RY) | 0.2 | $2.1M | 26k | 80.19 | |
BP (BP) | 0.2 | $2.0M | 44k | 46.08 | |
Lincoln National Corporation (LNC) | 0.2 | $2.0M | 29k | 67.65 | |
Proshares Invt Grade Etf etf/closed end (IGHG) | 0.2 | $2.0M | 26k | 75.76 | |
Colgate-Palmolive Company (CL) | 0.2 | $2.0M | 29k | 66.96 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $1.9M | 13k | 142.47 | |
Goldman Sachs Etf Tr activebeta eme (GEM) | 0.2 | $1.9M | 59k | 32.75 | |
General Electric Company | 0.1 | $1.8M | 163k | 11.29 | |
Prudential Financial (PRU) | 0.1 | $1.8M | 18k | 101.35 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $1.8M | 7.8k | 232.94 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $1.8M | 13k | 132.84 | |
S&p Global (SPGI) | 0.1 | $1.8M | 9.4k | 195.36 | |
Yum China Holdings (YUMC) | 0.1 | $1.8M | 51k | 35.12 | |
Blackstone | 0.1 | $1.6M | 43k | 38.08 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $1.7M | 7.5k | 220.55 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $1.7M | 12k | 139.36 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $1.7M | 16k | 110.69 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.7M | 10k | 167.33 | |
Kkr & Co (KKR) | 0.1 | $1.7M | 62k | 27.26 | |
Ecolab (ECL) | 0.1 | $1.6M | 10k | 156.75 | |
General Mills (GIS) | 0.1 | $1.6M | 37k | 42.94 | |
National Health Investors (NHI) | 0.1 | $1.5M | 20k | 75.60 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $1.5M | 30k | 51.77 | |
MasterCard Incorporated (MA) | 0.1 | $1.4M | 6.4k | 222.65 | |
Deere & Company (DE) | 0.1 | $1.4M | 9.3k | 150.33 | |
Lowe's Companies (LOW) | 0.1 | $1.4M | 12k | 114.77 | |
Enterprise Products Partners (EPD) | 0.1 | $1.4M | 50k | 28.72 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $1.5M | 13k | 114.94 | |
Booking Holdings (BKNG) | 0.1 | $1.4M | 706.00 | 1983.87 | |
CSX Corporation (CSX) | 0.1 | $1.3M | 18k | 74.07 | |
Cracker Barrel Old Country Store (CBRL) | 0.1 | $1.3M | 8.9k | 147.10 | |
Atmos Energy Corporation (ATO) | 0.1 | $1.3M | 14k | 93.89 | |
PacWest Ban | 0.1 | $1.3M | 27k | 47.66 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $1.3M | 7.1k | 177.19 | |
Raytheon Company | 0.1 | $1.2M | 5.9k | 206.70 | |
Air Products & Chemicals (APD) | 0.1 | $1.2M | 7.4k | 167.01 | |
iShares Dow Jones US Reg Banks Ind. (IAT) | 0.1 | $1.2M | 25k | 49.03 | |
Norfolk Southern (NSC) | 0.1 | $1.1M | 6.1k | 180.59 | |
General Dynamics Corporation (GD) | 0.1 | $1.0M | 5.1k | 204.50 | |
National HealthCare Corporation (NHC) | 0.1 | $1.1M | 14k | 75.36 | |
Utilities SPDR (XLU) | 0.1 | $1.1M | 20k | 52.66 | |
Kraft Heinz (KHC) | 0.1 | $1.1M | 20k | 55.12 | |
Goldman Sachs (GS) | 0.1 | $916k | 4.1k | 224.33 | |
Caterpillar (CAT) | 0.1 | $992k | 6.5k | 152.44 | |
Target Corporation (TGT) | 0.1 | $986k | 11k | 88.15 | |
Texas Instruments Incorporated (TXN) | 0.1 | $940k | 8.8k | 107.29 | |
Accenture (ACN) | 0.1 | $993k | 5.8k | 170.18 | |
Technology SPDR (XLK) | 0.1 | $1.0M | 13k | 75.33 | |
Kinder Morgan (KMI) | 0.1 | $974k | 55k | 17.73 | |
Walgreen Boots Alliance (WBA) | 0.1 | $980k | 13k | 72.90 | |
BlackRock (BLK) | 0.1 | $855k | 1.8k | 471.58 | |
Brookfield Asset Management | 0.1 | $848k | 19k | 44.63 | |
Sonoco Products Company (SON) | 0.1 | $864k | 16k | 55.51 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $784k | 2.9k | 270.01 | |
Williams Companies (WMB) | 0.1 | $803k | 30k | 27.18 | |
Enbridge (ENB) | 0.1 | $814k | 25k | 32.30 | |
Ametek (AME) | 0.1 | $800k | 10k | 79.13 | |
Apollo Global Management 'a' | 0.1 | $829k | 24k | 34.54 | |
Express Scripts Holding | 0.1 | $800k | 8.4k | 95.04 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $881k | 17k | 51.85 | |
Starwood Property Trust (STWD) | 0.1 | $747k | 35k | 21.52 | |
FedEx Corporation (FDX) | 0.1 | $749k | 3.1k | 240.69 | |
Paychex (PAYX) | 0.1 | $719k | 9.8k | 73.69 | |
AFLAC Incorporated (AFL) | 0.1 | $676k | 14k | 47.04 | |
Thermo Fisher Scientific (TMO) | 0.1 | $685k | 2.8k | 244.07 | |
Yum! Brands (YUM) | 0.1 | $755k | 8.3k | 90.85 | |
Allstate Corporation (ALL) | 0.1 | $677k | 6.9k | 98.73 | |
GlaxoSmithKline | 0.1 | $669k | 17k | 40.18 | |
Sempra Energy (SRE) | 0.1 | $763k | 6.7k | 113.71 | |
Hormel Foods Corporation (HRL) | 0.1 | $678k | 17k | 39.44 | |
Lululemon Athletica (LULU) | 0.1 | $681k | 4.2k | 162.45 | |
iShares Gold Trust | 0.1 | $742k | 65k | 11.46 | |
Financial Select Sector SPDR (XLF) | 0.1 | $721k | 26k | 27.58 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $743k | 14k | 53.14 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.1 | $763k | 14k | 53.97 | |
Vanguard Admiral Fds Inc smlcp 600 grth (VIOG) | 0.1 | $743k | 4.3k | 173.48 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.1 | $761k | 4.8k | 159.74 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $742k | 14k | 53.96 | |
Phillips 66 (PSX) | 0.1 | $704k | 6.2k | 112.75 | |
Monster Beverage Corp (MNST) | 0.1 | $751k | 13k | 58.29 | |
Cme (CME) | 0.1 | $607k | 3.6k | 170.31 | |
PNC Financial Services (PNC) | 0.1 | $538k | 3.9k | 136.21 | |
CarMax (KMX) | 0.1 | $575k | 7.7k | 74.76 | |
Northrop Grumman Corporation (NOC) | 0.1 | $543k | 1.7k | 317.54 | |
V.F. Corporation (VFC) | 0.1 | $643k | 6.9k | 93.38 | |
Energy Select Sector SPDR (XLE) | 0.1 | $632k | 8.3k | 75.70 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $542k | 2.1k | 264.26 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $640k | 5.7k | 113.11 | |
Fortune Brands (FBIN) | 0.1 | $543k | 10k | 52.34 | |
Wp Carey (WPC) | 0.1 | $621k | 9.7k | 64.31 | |
Square Inc cl a (SQ) | 0.1 | $597k | 6.0k | 99.02 | |
Digital Realty Trust (DLR) | 0.0 | $452k | 4.0k | 112.42 | |
Genuine Parts Company (GPC) | 0.0 | $474k | 4.8k | 99.42 | |
Diageo (DEO) | 0.0 | $509k | 3.6k | 141.70 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $468k | 5.7k | 82.24 | |
Royal Dutch Shell | 0.0 | $477k | 7.0k | 68.17 | |
Stryker Corporation (SYK) | 0.0 | $430k | 2.4k | 177.53 | |
AutoZone (AZO) | 0.0 | $522k | 673.00 | 775.63 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $522k | 4.3k | 121.86 | |
salesforce (CRM) | 0.0 | $444k | 2.8k | 159.02 | |
Southwest Airlines (LUV) | 0.0 | $428k | 6.9k | 62.50 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $458k | 1.6k | 281.84 | |
Vanguard Value ETF (VTV) | 0.0 | $533k | 4.8k | 110.70 | |
Alerian Mlp Etf | 0.0 | $505k | 47k | 10.71 | |
iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $428k | 2.9k | 145.48 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $512k | 16k | 32.63 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $502k | 17k | 30.21 | |
Marathon Petroleum Corp (MPC) | 0.0 | $453k | 5.7k | 79.97 | |
Xylem (XYL) | 0.0 | $516k | 6.5k | 79.80 | |
Alibaba Group Holding (BABA) | 0.0 | $522k | 3.2k | 164.68 | |
Dentsply Sirona (XRAY) | 0.0 | $471k | 13k | 37.76 | |
Fortive (FTV) | 0.0 | $457k | 5.4k | 84.34 | |
Energy Transfer Partners | 0.0 | $501k | 23k | 22.24 | |
Charles Schwab Corporation (SCHW) | 0.0 | $396k | 8.1k | 49.09 | |
Fidelity National Information Services (FIS) | 0.0 | $301k | 2.8k | 109.14 | |
Ameren Corporation (AEE) | 0.0 | $322k | 5.1k | 63.17 | |
Edwards Lifesciences (EW) | 0.0 | $305k | 1.8k | 174.00 | |
NVIDIA Corporation (NVDA) | 0.0 | $319k | 1.1k | 281.11 | |
Stanley Black & Decker (SWK) | 0.0 | $339k | 2.3k | 146.63 | |
Travelers Companies (TRV) | 0.0 | $363k | 2.8k | 129.62 | |
Ross Stores (ROST) | 0.0 | $405k | 4.1k | 99.17 | |
SVB Financial (SIVBQ) | 0.0 | $360k | 1.2k | 311.27 | |
Berkshire Hathaway (BRK.A) | 0.0 | $320k | 1.00 | 320000.00 | |
Praxair | 0.0 | $347k | 2.2k | 160.50 | |
Starbucks Corporation (SBUX) | 0.0 | $333k | 5.9k | 56.91 | |
Marriott International (MAR) | 0.0 | $375k | 2.8k | 131.95 | |
SPDR Gold Trust (GLD) | 0.0 | $306k | 2.7k | 112.68 | |
Industrial SPDR (XLI) | 0.0 | $359k | 4.6k | 78.37 | |
Ares Capital Corporation (ARCC) | 0.0 | $325k | 19k | 17.19 | |
Alliance Resource Partners (ARLP) | 0.0 | $328k | 16k | 20.41 | |
Jack Henry & Associates (JKHY) | 0.0 | $319k | 2.0k | 159.98 | |
Materials SPDR (XLB) | 0.0 | $304k | 5.3k | 57.84 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $376k | 3.6k | 105.47 | |
Industries N shs - a - (LYB) | 0.0 | $339k | 3.3k | 102.54 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $388k | 8.1k | 47.71 | |
WisdomTree MidCap Dividend Fund (DON) | 0.0 | $353k | 9.6k | 36.89 | |
Epr Properties (EPR) | 0.0 | $347k | 5.1k | 68.46 | |
Asml Holding (ASML) | 0.0 | $356k | 1.9k | 187.94 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $403k | 12k | 33.54 | |
49456b 20 0 Kinder Morgan Inc Del Pfd Ser A kinder morgan inc del | 0.0 | $303k | 9.1k | 33.22 | |
Two Hbrs Invt Corp Com New reit | 0.0 | $311k | 21k | 14.95 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $312k | 1.7k | 186.19 | |
Corning Incorporated (GLW) | 0.0 | $267k | 7.6k | 35.30 | |
Ameriprise Financial (AMP) | 0.0 | $222k | 1.5k | 147.30 | |
Equifax (EFX) | 0.0 | $258k | 2.0k | 130.57 | |
Expeditors International of Washington (EXPD) | 0.0 | $232k | 3.2k | 73.63 | |
Republic Services (RSG) | 0.0 | $228k | 3.1k | 72.57 | |
Health Care SPDR (XLV) | 0.0 | $187k | 2.0k | 95.07 | |
Apache Corporation | 0.0 | $288k | 6.0k | 47.74 | |
Darden Restaurants (DRI) | 0.0 | $222k | 2.0k | 110.93 | |
Analog Devices (ADI) | 0.0 | $223k | 2.4k | 92.46 | |
Novartis (NVS) | 0.0 | $237k | 2.8k | 86.19 | |
Parker-Hannifin Corporation (PH) | 0.0 | $250k | 1.4k | 183.72 | |
Sanofi-Aventis SA (SNY) | 0.0 | $236k | 5.3k | 44.60 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $245k | 3.5k | 70.52 | |
Exelon Corporation (EXC) | 0.0 | $285k | 6.5k | 43.62 | |
Illinois Tool Works (ITW) | 0.0 | $277k | 2.0k | 141.33 | |
EOG Resources (EOG) | 0.0 | $211k | 1.7k | 127.29 | |
D.R. Horton (DHI) | 0.0 | $256k | 6.1k | 42.13 | |
Fiserv (FI) | 0.0 | $221k | 2.7k | 82.31 | |
Genes (GCO) | 0.0 | $212k | 4.5k | 47.11 | |
Estee Lauder Companies (EL) | 0.0 | $282k | 1.9k | 145.51 | |
Illumina (ILMN) | 0.0 | $216k | 589.00 | 366.72 | |
Under Armour (UAA) | 0.0 | $242k | 11k | 21.22 | |
Transcanada Corp | 0.0 | $278k | 6.9k | 40.44 | |
Abiomed | 0.0 | $254k | 565.00 | 449.56 | |
Lam Research Corporation (LRCX) | 0.0 | $280k | 1.8k | 151.65 | |
Align Technology (ALGN) | 0.0 | $236k | 602.00 | 392.03 | |
Intuit (INTU) | 0.0 | $250k | 1.1k | 227.52 | |
Omega Healthcare Investors (OHI) | 0.0 | $295k | 9.0k | 32.78 | |
Suburban Propane Partners (SPH) | 0.0 | $247k | 11k | 23.52 | |
Deckers Outdoor Corporation (DECK) | 0.0 | $238k | 2.0k | 118.47 | |
Duke Realty Corporation | 0.0 | $221k | 7.8k | 28.34 | |
DXP Enterprises (DXPE) | 0.0 | $221k | 5.5k | 40.08 | |
Tor Dom Bk Cad (TD) | 0.0 | $292k | 4.8k | 60.85 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $196k | 910.00 | 215.38 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $231k | 2.0k | 117.20 | |
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $214k | 12k | 17.66 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $225k | 18k | 12.82 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.0 | $238k | 2.2k | 107.31 | |
General Motors Company (GM) | 0.0 | $283k | 8.4k | 33.69 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $270k | 4.1k | 66.58 | |
SPDR DJ International Real Estate ETF (RWX) | 0.0 | $213k | 5.6k | 38.23 | |
BlackRock MuniHoldings Fund (MHD) | 0.0 | $185k | 14k | 12.81 | |
Nuveen Build Amer Bd (NBB) | 0.0 | $208k | 10k | 19.96 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $221k | 2.7k | 81.85 | |
Aon | 0.0 | $207k | 1.3k | 153.45 | |
Palo Alto Networks (PANW) | 0.0 | $210k | 932.00 | 225.11 | |
Diamondback Energy (FANG) | 0.0 | $284k | 2.1k | 135.35 | |
Blackstone Gso Strategic (BGB) | 0.0 | $251k | 16k | 15.91 | |
Ishares Tr core msci pac (IPAC) | 0.0 | $285k | 4.8k | 58.88 | |
Cdk Global Inc equities | 0.0 | $212k | 3.4k | 62.65 | |
Crown Castle Intl (CCI) | 0.0 | $291k | 2.6k | 111.16 | |
Wec Energy Group (WEC) | 0.0 | $254k | 3.8k | 66.74 | |
Ishares Msci Japan (EWJ) | 0.0 | $212k | 3.5k | 60.16 | |
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.0 | $141k | 109.00 | 1293.58 | |
Moody's Corporation (MCO) | 0.0 | $129k | 769.00 | 167.75 | |
Archer Daniels Midland Company (ADM) | 0.0 | $70k | 1.4k | 50.43 | |
Copart (CPRT) | 0.0 | $109k | 2.1k | 51.32 | |
Harris Corporation | 0.0 | $68k | 400.00 | 170.00 | |
Nordstrom (JWN) | 0.0 | $82k | 1.4k | 59.55 | |
National-Oilwell Var | 0.0 | $97k | 2.2k | 43.28 | |
Wolverine World Wide (WWW) | 0.0 | $173k | 4.4k | 39.09 | |
Fluor Corporation (FLR) | 0.0 | $92k | 1.6k | 58.23 | |
Ford Motor Company (F) | 0.0 | $85k | 9.2k | 9.25 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $125k | 864.00 | 144.68 | |
South Jersey Industries | 0.0 | $67k | 1.9k | 35.41 | |
iShares Silver Trust (SLV) | 0.0 | $78k | 5.7k | 13.65 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $126k | 2.8k | 44.94 | |
Howard Hughes | 0.0 | $166k | 1.3k | 124.34 | |
Vanguard European ETF (VGK) | 0.0 | $124k | 2.2k | 56.16 | |
Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $141k | 7.9k | 17.96 | |
Vanguard Energy ETF (VDE) | 0.0 | $115k | 1.1k | 105.02 | |
National Commerce | 0.0 | $147k | 3.6k | 41.41 | |
Caleres (CAL) | 0.0 | $102k | 2.9k | 35.71 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $169k | 3.6k | 46.88 | |
Dell Technologies Inc Class V equity | 0.0 | $91k | 942.00 | 96.60 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $78k | 1.6k | 49.43 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $2.0k | 29.00 | 68.97 | |
Lear Corporation (LEA) | 0.0 | $3.0k | 19.00 | 157.89 | |
Western Union Company (WU) | 0.0 | $19k | 979.00 | 19.41 | |
AutoNation (AN) | 0.0 | $27k | 660.00 | 40.91 | |
Baxter International (BAX) | 0.0 | $19k | 240.00 | 79.17 | |
CBS Corporation | 0.0 | $23k | 400.00 | 57.50 | |
Cardinal Health (CAH) | 0.0 | $37k | 678.00 | 54.57 | |
Core Laboratories | 0.0 | $18k | 159.00 | 113.21 | |
Snap-on Incorporated (SNA) | 0.0 | $3.0k | 17.00 | 176.47 | |
Boston Scientific Corporation (BSX) | 0.0 | $4.0k | 111.00 | 36.04 | |
Eastman Chemical Company (EMN) | 0.0 | $4.0k | 38.00 | 105.26 | |
CIGNA Corporation | 0.0 | $5.0k | 25.00 | 200.00 | |
eBay (EBAY) | 0.0 | $10k | 311.00 | 32.15 | |
Halliburton Company (HAL) | 0.0 | $53k | 1.3k | 40.83 | |
Intuitive Surgical (ISRG) | 0.0 | $3.0k | 6.00 | 500.00 | |
NCR Corporation (VYX) | 0.0 | $28k | 1.0k | 28.00 | |
Ca | 0.0 | $54k | 1.2k | 43.83 | |
Shire | 0.0 | $17k | 94.00 | 180.85 | |
Toll Brothers (TOL) | 0.0 | $7.0k | 200.00 | 35.00 | |
Discovery Communications | 0.0 | $18k | 566.00 | 31.80 | |
Delta Air Lines (DAL) | 0.0 | $4.0k | 76.00 | 52.63 | |
Advanced Micro Devices (AMD) | 0.0 | $31k | 1.0k | 31.00 | |
Old National Ban (ONB) | 0.0 | $59k | 3.1k | 19.34 | |
StoneMor Partners | 0.0 | $3.0k | 500.00 | 6.00 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $5.0k | 44.00 | 113.64 | |
Vail Resorts (MTN) | 0.0 | $35k | 127.00 | 275.59 | |
New Jersey Resources Corporation (NJR) | 0.0 | $5.0k | 100.00 | 50.00 | |
Flowserve Corporation (FLS) | 0.0 | $3.0k | 54.00 | 55.56 | |
Realty Income (O) | 0.0 | $57k | 1.0k | 57.00 | |
iShares MSCI Hong Kong Index Fund (EWH) | 0.0 | $22k | 930.00 | 23.66 | |
iShares Dow Jones US Home Const. (ITB) | 0.0 | $25k | 708.00 | 35.31 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $6.0k | 100.00 | 60.00 | |
Nabors Industries | 0.0 | $1.0k | 240.00 | 4.17 | |
American International (AIG) | 0.0 | $40k | 750.00 | 53.33 | |
Oneok (OKE) | 0.0 | $26k | 380.00 | 68.42 | |
SPDR KBW Bank (KBE) | 0.0 | $35k | 760.00 | 46.05 | |
First Trust Large Cap Core Alp Fnd (FEX) | 0.0 | $44k | 700.00 | 62.86 | |
Hldgs (UAL) | 0.0 | $28k | 313.00 | 89.46 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $33k | 298.00 | 110.74 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $21k | 270.00 | 77.78 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $39k | 2.2k | 17.88 | |
iShares MSCI Germany Index Fund (EWG) | 0.0 | $21k | 691.00 | 30.39 | |
iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $13k | 385.00 | 33.77 | |
Global X Fds glob x nor etf | 0.0 | $20k | 1.3k | 15.20 | |
Nuveen Floating Rate Income Fund (JFR) | 0.0 | $13k | 1.3k | 10.16 | |
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $37k | 2.5k | 14.74 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $24k | 750.00 | 32.00 | |
First Trust Cnsumer Stapl Alpha (FXG) | 0.0 | $17k | 359.00 | 47.35 | |
Alps Etf Tr equal sec etf (EQL) | 0.0 | $13k | 185.00 | 70.27 | |
Servicesource | 0.0 | $51k | 18k | 2.83 | |
Bankunited (BKU) | 0.0 | $25k | 700.00 | 35.71 | |
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $56k | 7.7k | 7.30 | |
Doubleline Opportunistic Cr (DBL) | 0.0 | $8.0k | 378.00 | 21.16 | |
Franklin Financial Networ | 0.0 | $42k | 1.1k | 39.47 | |
Ryman Hospitality Pptys (RHP) | 0.0 | $56k | 654.00 | 85.63 | |
Pimco Dynamic Credit Income other | 0.0 | $34k | 1.4k | 24.29 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $46k | 500.00 | 92.00 | |
Liberty Global Inc Com Ser A | 0.0 | $3.0k | 95.00 | 31.58 | |
Twenty-first Century Fox | 0.0 | $41k | 887.00 | 46.22 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $31k | 648.00 | 47.84 | |
Spirit Realty reit | 0.0 | $44k | 5.5k | 7.98 | |
Global X Fds gbx x ftsear (ARGT) | 0.0 | $17k | 621.00 | 27.38 | |
Vodafone Group New Adr F (VOD) | 0.0 | $11k | 500.00 | 22.00 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $31k | 1.0k | 31.00 | |
Citizens Financial (CFG) | 0.0 | $4.0k | 113.00 | 35.40 | |
Amphastar Pharmaceuticals (AMPH) | 0.0 | $19k | 1.0k | 19.00 | |
Wisdomtree Tr eur hdg smlcap (EUSC) | 0.0 | $22k | 727.00 | 30.26 | |
Nomad Foods (NOMD) | 0.0 | $2.0k | 104.00 | 19.23 | |
Viavi Solutions Inc equities (VIAV) | 0.0 | $1.0k | 125.00 | 8.00 | |
Lumentum Hldgs (LITE) | 0.0 | $1.0k | 20.00 | 50.00 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $5.0k | 139.00 | 35.97 | |
Under Armour Inc Cl C (UA) | 0.0 | $9.0k | 475.00 | 18.95 | |
Broadcom (AVGO) | 0.0 | $3.0k | 13.00 | 230.77 | |
Spirit Mta Reit | 0.0 | $6.0k | 551.00 | 10.89 | |
Invesco India Exchg Tred Fd india etf (PIN) | 0.0 | $27k | 1.1k | 23.60 | |
Keurig Dr Pepper (KDP) | 0.0 | $23k | 995.00 | 23.12 | |
Healthstream | 0.0 | $9.0k | 275.00 | 32.73 |