Pinnacle Financial Partners

Pinnacle Financial Partners as of June 30, 2019

Portfolio Holdings for Pinnacle Financial Partners

Pinnacle Financial Partners holds 347 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinnacle Financial Partners (PNFP) 4.3 $57M 999k 57.48
Spdr S&p 500 Etf (SPY) 3.2 $42M 144k 293.00
Microsoft Corporation (MSFT) 2.4 $32M 241k 133.96
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 2.1 $28M 312k 89.85
Vanguard Short Term Corporate Bond ETF (VCSH) 2.0 $27M 333k 80.69
iShares Russell 1000 Growth Index (IWF) 2.0 $26M 167k 157.34
Apple (AAPL) 1.9 $25M 125k 197.92
Amazon (AMZN) 1.6 $21M 11k 1893.72
JPMorgan Chase & Co. (JPM) 1.6 $21M 189k 111.80
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 1.6 $21M 395k 53.07
iShares Russell 1000 Value Index (IWD) 1.5 $19M 153k 127.22
Vanguard S&p 500 Etf idx (VOO) 1.4 $19M 70k 269.14
Vanguard Growth ETF (VUG) 1.4 $19M 114k 163.40
iShares MSCI EAFE Index Fund (EFA) 1.3 $18M 272k 65.73
Vanguard Europe Pacific ETF (VEA) 1.3 $18M 421k 41.71
Lockheed Martin Corporation (LMT) 1.2 $16M 45k 363.54
Intel Corporation (INTC) 1.1 $15M 316k 47.87
UnitedHealth (UNH) 1.1 $15M 60k 244.02
Johnson & Johnson (JNJ) 1.1 $14M 102k 139.28
Visa (V) 1.1 $14M 81k 173.54
Vanguard Total Stock Market ETF (VTI) 1.0 $14M 92k 150.09
Hca Holdings (HCA) 1.0 $13M 98k 135.18
Chevron Corporation (CVX) 1.0 $13M 104k 124.44
Vanguard Emerging Markets ETF (VWO) 0.9 $13M 296k 42.53
Vanguard Mid-Cap ETF (VO) 0.9 $12M 73k 167.17
Vanguard High Dividend Yield ETF (VYM) 0.9 $12M 141k 87.38
iShares S&P SmallCap 600 Growth (IJT) 0.9 $12M 66k 182.49
Verizon Communications (VZ) 0.9 $12M 211k 57.13
Exxon Mobil Corporation (XOM) 0.9 $12M 153k 76.63
Pepsi (PEP) 0.9 $12M 89k 131.13
Alphabet Inc Class A cs (GOOGL) 0.9 $12M 11k 1082.82
Honeywell International (HON) 0.8 $11M 63k 174.59
iShares S&P MidCap 400 Index (IJH) 0.8 $11M 57k 194.26
Comcast Corporation (CMCSA) 0.8 $11M 253k 42.28
Procter & Gamble Company (PG) 0.8 $10M 95k 109.64
Emerson Electric (EMR) 0.8 $10M 153k 66.73
Automatic Data Processing (ADP) 0.8 $10M 61k 165.34
Coca-Cola Company (KO) 0.7 $9.8M 192k 50.92
At&t (T) 0.7 $9.4M 282k 33.51
iShares S&P SmallCap 600 Index (IJR) 0.7 $9.5M 121k 78.28
Paypal Holdings (PYPL) 0.7 $9.5M 83k 114.44
iShares S&P 500 Index (IVV) 0.7 $8.9M 30k 294.72
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.7 $8.9M 82k 108.94
Home Depot (HD) 0.7 $8.8M 43k 207.99
Nextera Energy (NEE) 0.7 $8.6M 42k 204.86
Nike (NKE) 0.6 $8.5M 101k 83.94
Mondelez Int (MDLZ) 0.6 $8.6M 159k 53.90
Facebook Inc cl a (META) 0.6 $8.1M 42k 192.97
Pfizer (PFE) 0.6 $8.0M 184k 43.32
iShares Dow Jones Select Dividend (DVY) 0.6 $8.0M 81k 99.56
Vanguard REIT ETF (VNQ) 0.6 $7.6M 87k 87.40
Amgen (AMGN) 0.6 $7.4M 40k 184.29
iShares S&P SmallCap 600 Value Idx (IJS) 0.6 $7.3M 49k 148.64
Duke Energy (DUK) 0.6 $7.3M 83k 88.24
Union Pacific Corporation (UNP) 0.5 $7.1M 42k 169.08
BB&T Corporation 0.5 $7.2M 147k 49.13
SPDR Barclays Capital Long Term Tr (SPTL) 0.5 $7.2M 188k 38.16
Abbvie (ABBV) 0.5 $7.2M 99k 72.72
Valero Energy Corporation (VLO) 0.5 $7.1M 83k 85.61
American Express Company (AXP) 0.5 $6.8M 55k 123.43
iShares Russell Midcap Growth Idx. (IWP) 0.5 $6.7M 47k 142.59
American Electric Power Company (AEP) 0.5 $6.6M 75k 88.00
Medtronic (MDT) 0.5 $6.5M 67k 97.38
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.5 $6.4M 105k 61.38
Berkshire Hathaway (BRK.B) 0.5 $6.1M 29k 213.16
SPDR S&P MidCap 400 ETF (MDY) 0.5 $6.1M 17k 354.59
American Tower Reit (AMT) 0.5 $6.1M 30k 204.46
TJX Companies (TJX) 0.5 $5.9M 112k 52.90
Vanguard Small-Cap Growth ETF (VBK) 0.5 $6.0M 32k 186.20
United Technologies Corporation 0.4 $5.9M 45k 130.19
Eli Lilly & Co. (LLY) 0.4 $5.7M 52k 110.78
Walt Disney Company (DIS) 0.4 $5.7M 41k 139.64
U.S. Bancorp (USB) 0.4 $5.6M 108k 52.41
Danaher Corporation (DHR) 0.4 $5.5M 38k 142.92
Netflix (NFLX) 0.4 $5.4M 15k 367.36
United Parcel Service (UPS) 0.4 $5.3M 51k 103.27
Altria (MO) 0.4 $5.3M 113k 47.35
Philip Morris International (PM) 0.4 $5.4M 69k 78.53
Vanguard Admiral Fds Inc cmn (VIOO) 0.4 $5.4M 38k 142.88
General Dynamics Corporation (GD) 0.4 $5.3M 29k 181.88
Oracle Corporation (ORCL) 0.4 $5.2M 92k 56.96
CVS Caremark Corporation (CVS) 0.4 $5.1M 94k 54.46
Citigroup (C) 0.4 $5.0M 72k 70.03
iShares Russell Midcap Value Index (IWS) 0.4 $4.9M 55k 89.13
Dollar General (DG) 0.4 $5.0M 37k 135.03
Eaton (ETN) 0.4 $4.8M 58k 83.28
Clorox Company (CLX) 0.3 $4.7M 31k 153.12
Waste Management (WM) 0.3 $4.5M 39k 115.37
Royal Dutch Shell 0.3 $4.5M 68k 65.73
Bank of America Corporation (BAC) 0.3 $4.4M 151k 29.02
International Paper Company (IP) 0.3 $4.4M 101k 43.32
Capital One Financial (COF) 0.3 $4.4M 48k 90.73
Costco Wholesale Corporation (COST) 0.3 $4.3M 16k 264.22
Abbott Laboratories (ABT) 0.3 $4.3M 51k 84.11
Southern Company (SO) 0.3 $4.3M 77k 55.28
iShares Russell 2000 Index (IWM) 0.3 $4.2M 27k 155.51
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $4.3M 35k 124.39
iShares MSCI Emerging Markets Indx (EEM) 0.3 $4.1M 96k 42.91
Cisco Systems (CSCO) 0.3 $4.2M 77k 54.73
Merck & Co (MRK) 0.3 $4.2M 50k 83.85
Kimberly-Clark Corporation (KMB) 0.3 $4.1M 31k 133.29
Qualcomm (QCOM) 0.3 $4.1M 53k 76.02
Robert Half International (RHI) 0.3 $3.8M 67k 57.02
iShares MSCI EAFE Growth Index (EFG) 0.3 $3.9M 48k 80.76
McDonald's Corporation (MCD) 0.3 $3.8M 18k 207.67
iShares S&P 500 Value Index (IVE) 0.3 $3.7M 32k 116.57
Delta Air Lines (DAL) 0.3 $3.7M 64k 56.74
Weyerhaeuser Company (WY) 0.3 $3.5M 134k 26.34
Allergan 0.3 $3.5M 21k 167.36
Daseke 0.3 $3.5M 973k 3.60
Pioneer Natural Resources 0.2 $3.3M 22k 153.81
Bank Of Montreal Cadcom (BMO) 0.2 $3.3M 44k 75.47
SPDR S&P Dividend (SDY) 0.2 $3.3M 33k 100.89
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.2 $3.3M 62k 53.45
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.2 $3.3M 107k 30.77
Proshares Tr russ 2000 divd (SMDV) 0.2 $3.3M 57k 59.27
Dominion Resources (D) 0.2 $3.3M 42k 77.34
iShares MSCI EAFE Value Index (EFV) 0.2 $3.2M 67k 48.08
Market Vectors Etf High Yield Muni Index etf (HYD) 0.2 $3.2M 50k 63.78
Vanguard Short-Term Bond ETF (BSV) 0.2 $3.1M 39k 80.55
Wells Fargo & Company (WFC) 0.2 $2.9M 62k 47.31
iShares Dow Jones US Real Estate (IYR) 0.2 $2.9M 33k 87.30
Ishares Tr usa min vo (USMV) 0.2 $3.0M 48k 61.73
Chubb (CB) 0.2 $2.9M 20k 147.30
Microchip Technology (MCHP) 0.2 $2.8M 33k 86.70
International Business Machines (IBM) 0.2 $2.9M 21k 137.95
Cibc Cad (CM) 0.2 $2.8M 35k 78.55
iShares Russell 3000 Index (IWV) 0.2 $2.7M 16k 172.38
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $2.8M 26k 110.04
SPDR DJ Wilshire Small Cap Value (SLYV) 0.2 $2.8M 46k 60.71
Schlumberger (SLB) 0.2 $2.6M 66k 39.74
Alphabet Inc Class C cs (GOOG) 0.2 $2.7M 2.5k 1081.08
Yum China Holdings (YUMC) 0.2 $2.6M 53k 50.00
3M Company (MMM) 0.2 $2.5M 15k 173.39
Boeing Company (BA) 0.2 $2.5M 7.0k 363.96
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $2.6M 30k 86.52
PacWest Ban 0.2 $2.5M 64k 38.84
National Health Investors (NHI) 0.2 $2.5M 32k 78.02
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $2.6M 50k 51.00
Ecolab (ECL) 0.2 $2.4M 12k 197.45
Kohl's Corporation (KSS) 0.2 $2.3M 49k 47.55
Regions Financial Corporation (RF) 0.2 $2.3M 152k 14.94
ConocoPhillips (COP) 0.2 $2.3M 37k 60.97
Wal-Mart Stores (WMT) 0.2 $2.2M 20k 110.52
Rbc Cad (RY) 0.2 $2.1M 27k 79.40
HealthStream (HSTM) 0.2 $2.2M 83k 25.86
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.2 $2.1M 37k 56.96
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.2 $2.1M 34k 61.18
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $2.2M 44k 48.93
Bristol Myers Squibb (BMY) 0.1 $2.0M 45k 45.36
Colgate-Palmolive Company (CL) 0.1 $2.0M 28k 71.68
iShares S&P MidCap 400 Growth (IJK) 0.1 $2.0M 8.7k 226.32
iShares Russell 2000 Value Index (IWN) 0.1 $2.0M 16k 120.39
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $2.0M 61k 32.88
iShares S&P 500 Growth Index (IVW) 0.1 $1.9M 11k 179.26
iShares iBoxx $ High Yid Corp Bond (HYG) 0.1 $1.9M 22k 87.19
Ishares Tr liquid inc etf (ICSH) 0.1 $1.9M 37k 50.38
S&p Global (SPGI) 0.1 $1.9M 8.5k 227.78
Blackstone 0.1 $1.7M 38k 44.41
Air Products & Chemicals (APD) 0.1 $1.8M 7.9k 226.31
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $1.8M 34k 52.74
Cracker Barrel Old Country Store (CBRL) 0.1 $1.6M 9.1k 170.71
Vanguard Small-Cap Value ETF (VBR) 0.1 $1.6M 12k 130.52
Kkr & Co (KKR) 0.1 $1.5M 61k 25.26
MasterCard Incorporated (MA) 0.1 $1.5M 5.7k 264.61
Lincoln National Corporation (LNC) 0.1 $1.5M 23k 64.44
National HealthCare Corporation (NHC) 0.1 $1.4M 18k 81.17
Atmos Energy Corporation (ATO) 0.1 $1.5M 14k 105.56
Booking Holdings (BKNG) 0.1 $1.5M 779.00 1873.56
Goldman Sachs (GS) 0.1 $1.4M 6.8k 204.50
Suntrust Banks Inc $1.00 Par Cmn 0.1 $1.4M 22k 62.83
Thermo Fisher Scientific (TMO) 0.1 $1.4M 4.7k 293.56
Accenture (ACN) 0.1 $1.3M 7.2k 184.80
Enterprise Products Partners (EPD) 0.1 $1.4M 47k 28.86
CSX Corporation (CSX) 0.1 $1.2M 15k 77.35
Norfolk Southern (NSC) 0.1 $1.2M 5.9k 199.35
SYSCO Corporation (SYY) 0.1 $1.2M 17k 70.68
General Mills (GIS) 0.1 $1.2M 22k 52.52
Lululemon Athletica (LULU) 0.1 $1.3M 7.0k 180.16
iShares Russell Midcap Index Fund (IWR) 0.1 $1.2M 21k 55.90
Utilities SPDR (XLU) 0.1 $1.2M 21k 59.64
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $1.2M 7.5k 159.40
Kinder Morgan (KMI) 0.1 $1.2M 56k 20.87
General Electric Company 0.1 $1.1M 102k 10.50
Deere & Company (DE) 0.1 $1.1M 6.5k 165.78
iShares Gold Trust 0.1 $1.0M 75k 13.52
Vanguard Dividend Appreciation ETF (VIG) 0.1 $1.0M 9.0k 115.09
Vanguard Mid-Cap Growth ETF (VOT) 0.1 $1.0M 6.8k 149.30
Vanguard Scottsdale Fds vng rus1000grw (VONG) 0.1 $1.0M 6.2k 162.29
Dupont De Nemours (DD) 0.1 $1.1M 14k 75.01
Starwood Property Trust (STWD) 0.1 $932k 41k 22.71
Caterpillar (CAT) 0.1 $902k 6.6k 136.27
Brookfield Asset Management 0.1 $933k 20k 47.73
Sonoco Products Company (SON) 0.1 $999k 15k 65.34
Texas Instruments Incorporated (TXN) 0.1 $974k 8.5k 114.83
Sempra Energy (SRE) 0.1 $924k 6.7k 137.39
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $971k 8.6k 113.32
BlackRock (BLK) 0.1 $810k 1.7k 469.12
CarMax (KMX) 0.1 $787k 9.1k 86.86
Copart (CPRT) 0.1 $823k 11k 74.73
Digital Realty Trust (DLR) 0.1 $803k 6.8k 117.81
Paychex (PAYX) 0.1 $749k 9.1k 82.24
Raytheon Company 0.1 $825k 4.7k 173.78
Williams Companies (WMB) 0.1 $861k 31k 28.04
AutoZone (AZO) 0.1 $773k 703.00 1099.57
Energy Transfer Equity (ET) 0.1 $743k 53k 14.07
Apollo Global Management 'a' 0.1 $823k 24k 34.29
Wp Carey (WPC) 0.1 $849k 11k 81.08
Cme (CME) 0.1 $628k 3.2k 194.07
Travelers Companies (TRV) 0.1 $626k 4.2k 149.36
V.F. Corporation (VFC) 0.1 $601k 6.9k 87.28
Adobe Systems Incorporated (ADBE) 0.1 $699k 2.4k 294.75
AFLAC Incorporated (AFL) 0.1 $722k 13k 54.84
Kroger (KR) 0.1 $620k 29k 21.70
Allstate Corporation (ALL) 0.1 $682k 6.7k 101.76
GlaxoSmithKline 0.1 $632k 16k 39.99
Hormel Foods Corporation (HRL) 0.1 $690k 17k 40.56
iShares Lehman Aggregate Bond (AGG) 0.1 $606k 5.4k 111.44
Financial Select Sector SPDR (XLF) 0.1 $693k 25k 27.61
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $658k 39k 17.00
Schwab International Equity ETF (SCHF) 0.1 $635k 20k 32.10
Ishares Inc core msci emkt (IEMG) 0.1 $693k 14k 51.51
Seacoast Bkg Corp Fla (SBCF) 0.1 $711k 28k 25.43
Walgreen Boots Alliance (WBA) 0.1 $724k 13k 54.64
Dentsply Sirona (XRAY) 0.1 $703k 12k 58.36
Dow (DOW) 0.1 $636k 13k 49.35
BP (BP) 0.0 $528k 13k 41.72
Health Care SPDR (XLV) 0.0 $554k 6.0k 92.58
Genuine Parts Company (GPC) 0.0 $583k 5.6k 103.66
Northrop Grumman Corporation (NOC) 0.0 $476k 1.5k 323.15
Yum! Brands (YUM) 0.0 $558k 5.0k 110.57
Diageo (DEO) 0.0 $576k 3.3k 172.25
Stryker Corporation (SYK) 0.0 $496k 2.4k 205.63
Lowe's Companies (LOW) 0.0 $508k 5.0k 100.86
Prudential Financial (PRU) 0.0 $564k 5.6k 100.99
Enbridge (ENB) 0.0 $574k 16k 36.09
Technology SPDR (XLK) 0.0 $516k 6.6k 78.13
SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $527k 2.0k 266.03
General Motors Company (GM) 0.0 $557k 15k 38.53
Vanguard Admiral Fds Inc smlcp 600 grth (VIOG) 0.0 $558k 3.5k 160.92
Fortune Brands (FBIN) 0.0 $539k 9.4k 57.16
Xylem (XYL) 0.0 $506k 6.0k 83.69
Phillips 66 (PSX) 0.0 $549k 5.9k 93.47
Blackstone Mtg Tr (BXMT) 0.0 $505k 14k 35.60
PNC Financial Services (PNC) 0.0 $439k 3.2k 137.27
FedEx Corporation (FDX) 0.0 $379k 2.3k 164.35
Ameren Corporation (AEE) 0.0 $400k 5.3k 75.20
Ross Stores (ROST) 0.0 $405k 4.1k 99.19
Target Corporation (TGT) 0.0 $435k 5.0k 86.57
Marriott International (MAR) 0.0 $439k 3.1k 140.14
SPDR Gold Trust (GLD) 0.0 $366k 2.7k 133.14
Estee Lauder Companies (EL) 0.0 $397k 2.2k 183.00
salesforce (CRM) 0.0 $354k 2.3k 151.81
Illumina (ILMN) 0.0 $428k 1.2k 368.21
Ares Capital Corporation (ARCC) 0.0 $442k 25k 17.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $435k 1.3k 346.60
Deckers Outdoor Corporation (DECK) 0.0 $354k 2.0k 176.21
Alerian Mlp Etf 0.0 $404k 41k 9.87
iShares Dow Jones U.S. Index Fund (IYY) 0.0 $430k 2.9k 146.16
Vanguard Mid-Cap Value ETF (VOE) 0.0 $442k 4.0k 111.28
iShares Dow Jones US Reg Banks Ind. (IAT) 0.0 $416k 9.1k 45.73
SPDR DJ Wilshire Small Cap 0.0 $435k 6.4k 67.71
Ishares Tr cmn (GOVT) 0.0 $359k 14k 25.82
Epr Properties (EPR) 0.0 $399k 5.4k 74.57
Square Inc cl a (SQ) 0.0 $378k 5.2k 72.44
Two Hbrs Invt Corp Com New reit 0.0 $417k 33k 12.66
Tc Energy Corp (TRP) 0.0 $340k 6.9k 49.45
Corteva (CTVA) 0.0 $405k 14k 29.53
Corning Incorporated (GLW) 0.0 $263k 7.9k 33.21
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 0.0 $304k 223.00 1363.23
TD Ameritrade Holding 0.0 $288k 5.8k 49.86
Fidelity National Information Services (FIS) 0.0 $329k 2.7k 122.87
Ameriprise Financial (AMP) 0.0 $214k 1.5k 145.47
Expeditors International of Washington (EXPD) 0.0 $282k 3.7k 75.88
IAC/InterActive 0.0 $287k 1.3k 217.43
Incyte Corporation (INCY) 0.0 $331k 3.9k 84.95
Public Storage (PSA) 0.0 $279k 1.2k 238.01
Vulcan Materials Company (VMC) 0.0 $202k 1.5k 137.51
Darden Restaurants (DRI) 0.0 $232k 1.9k 121.82
Xilinx 0.0 $219k 1.9k 117.65
Mercury Computer Systems (MRCY) 0.0 $213k 3.0k 70.58
Novartis (NVS) 0.0 $273k 3.0k 91.15
Gartner (IT) 0.0 $254k 1.6k 160.64
Berkshire Hathaway (BRK.A) 0.0 $318k 1.00 318000.00
Occidental Petroleum Corporation (OXY) 0.0 $222k 4.4k 50.32
Royal Dutch Shell 0.0 $300k 4.6k 65.11
Sanofi-Aventis SA (SNY) 0.0 $235k 5.4k 43.25
Illinois Tool Works (ITW) 0.0 $325k 2.2k 150.74
Starbucks Corporation (SBUX) 0.0 $290k 3.5k 83.91
Fiserv (FI) 0.0 $292k 3.2k 91.31
Xcel Energy (XEL) 0.0 $278k 4.7k 59.52
Domino's Pizza (DPZ) 0.0 $254k 914.00 278.18
iShares NASDAQ Biotechnology Index (IBB) 0.0 $290k 2.7k 108.98
Energy Select Sector SPDR (XLE) 0.0 $250k 3.9k 63.84
Jones Lang LaSalle Incorporated (JLL) 0.0 $201k 1.4k 140.95
Euronet Worldwide (EEFT) 0.0 $253k 1.5k 167.91
Intuit (INTU) 0.0 $317k 1.2k 260.98
Southwest Airlines (LUV) 0.0 $292k 5.7k 50.83
MarketAxess Holdings (MKTX) 0.0 $274k 851.00 322.06
Suburban Propane Partners (SPH) 0.0 $255k 11k 24.29
Alliance Resource Partners (ARLP) 0.0 $298k 18k 16.99
Monolithic Power Systems (MPWR) 0.0 $216k 1.6k 135.59
DXP Enterprises (DXPE) 0.0 $209k 5.5k 37.90
Chart Industries (GTLS) 0.0 $208k 2.7k 76.62
LHC 0.0 $212k 1.8k 119.09
Tor Dom Bk Cad (TD) 0.0 $306k 5.2k 58.32
Materials SPDR (XLB) 0.0 $256k 4.4k 58.49
Oneok (OKE) 0.0 $213k 3.1k 69.06
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.0 $229k 1.7k 132.98
Vanguard Value ETF (VTV) 0.0 $217k 2.0k 111.00
Fortinet (FTNT) 0.0 $304k 4.0k 76.88
Vanguard Small-Cap ETF (VB) 0.0 $329k 2.1k 156.67
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $261k 22k 12.00
iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.0 $282k 2.5k 112.15
Howard Hughes 0.0 $270k 2.2k 123.74
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $235k 2.8k 84.87
iShares S&P 1500 Index Fund (ITOT) 0.0 $250k 3.8k 66.58
WisdomTree MidCap Dividend Fund (DON) 0.0 $225k 6.2k 36.21
Schwab Emerging Markets Equity ETF (SCHE) 0.0 $295k 11k 26.20
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $225k 2.7k 83.33
Sch Us Mid-cap Etf etf (SCHM) 0.0 $221k 3.9k 57.19
Epam Systems (EPAM) 0.0 $231k 1.3k 172.89
Ishares Core Intl Stock Etf core (IXUS) 0.0 $242k 4.1k 58.70
Biotelemetry 0.0 $204k 4.2k 48.14
Ringcentral (RNG) 0.0 $235k 2.0k 114.94
Intercontinental Exchange (ICE) 0.0 $226k 2.6k 85.96
Veeva Sys Inc cl a (VEEV) 0.0 $255k 1.6k 162.60
Chegg (CHGG) 0.0 $227k 5.9k 38.47
Paycom Software (PAYC) 0.0 $283k 1.2k 227.10
Healthequity (HQY) 0.0 $206k 3.2k 65.16
Globant S A (GLOB) 0.0 $231k 2.3k 100.85
Crown Castle Intl (CCI) 0.0 $221k 1.7k 130.09
Tree (TREE) 0.0 $241k 573.00 420.75
Wec Energy Group (WEC) 0.0 $294k 3.5k 83.31
Alarm Com Hldgs (ALRM) 0.0 $213k 4.0k 53.72
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $235k 2.7k 86.87
Planet Fitness Inc-cl A (PLNT) 0.0 $220k 3.0k 72.59
Real Estate Select Sect Spdr (XLRE) 0.0 $214k 5.8k 36.78
Invesco Qqq Trust Series 1 (QQQ) 0.0 $296k 1.6k 186.52
Invesco S&p 500 Equal Weight Etf (RSP) 0.0 $323k 3.0k 107.67
Linde 0.0 $236k 1.2k 200.51
Ford Motor Company (F) 0.0 $149k 15k 10.23
Nuveen Insd Dividend Advantage (NVG) 0.0 $184k 12k 15.85
Allstate Corp 0.0 $76k 750.00 101.33
Cbre Clarion Global Real Estat re (IGR) 0.0 $150k 20k 7.50
Servicesource 0.0 $17k 18k 0.94
Genuine Parts 0.0 $5.0k 50.00 100.00