Pinnacle Financial Partners

Pinnacle Financial Partners as of Sept. 30, 2019

Portfolio Holdings for Pinnacle Financial Partners

Pinnacle Financial Partners holds 342 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pinnacle Financial Partners (PNFP) 4.0 $56M 986k 56.75
Spdr S&p 500 Etf (SPY) 3.1 $43M 144k 296.78
Microsoft Corporation (MSFT) 2.5 $35M 252k 139.03
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 2.2 $31M 341k 91.24
Apple (AAPL) 2.1 $30M 132k 223.96
Vanguard Short Term Corporate Bond ETF (VCSH) 1.9 $27M 333k 81.05
iShares Russell 1000 Growth Index (IWF) 1.8 $25M 154k 159.63
JPMorgan Chase & Co. (JPM) 1.7 $24M 202k 117.69
Vanguard S&p 500 Etf idx (VOO) 1.6 $23M 83k 272.60
Amazon (AMZN) 1.5 $21M 12k 1736.00
Vanguard Growth ETF (VUG) 1.4 $19M 115k 166.28
iShares Russell 1000 Value Index (IWD) 1.3 $18M 142k 128.26
Lockheed Martin Corporation (LMT) 1.3 $18M 46k 390.06
iShares MSCI EAFE Index Fund (EFA) 1.3 $18M 276k 65.21
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 1.3 $18M 333k 53.62
Intel Corporation (INTC) 1.3 $18M 344k 51.53
Vanguard Europe Pacific ETF (VEA) 1.3 $18M 430k 41.08
Visa (V) 1.1 $15M 86k 172.01
Verizon Communications (VZ) 1.0 $14M 229k 60.36
Vanguard Total Stock Market ETF (VTI) 1.0 $14M 90k 151.00
Johnson & Johnson (JNJ) 1.0 $13M 103k 129.38
Chevron Corporation (CVX) 1.0 $13M 113k 118.60
Alphabet Inc Class A cs (GOOGL) 1.0 $13M 11k 1221.12
UnitedHealth (UNH) 0.9 $13M 60k 217.31
Pepsi (PEP) 0.9 $12M 91k 137.09
Vanguard High Dividend Yield ETF (VYM) 0.9 $13M 141k 88.73
Procter & Gamble Company (PG) 0.9 $12M 99k 124.38
Vanguard Emerging Markets ETF (VWO) 0.9 $12M 300k 40.26
Hca Holdings (HCA) 0.9 $12M 100k 120.41
At&t (T) 0.8 $12M 310k 37.84
Vanguard Mid-Cap ETF (VO) 0.8 $12M 70k 167.60
Comcast Corporation (CMCSA) 0.8 $12M 255k 45.08
Exxon Mobil Corporation (XOM) 0.8 $11M 161k 70.62
Home Depot (HD) 0.8 $12M 50k 232.02
iShares S&P MidCap 400 Index (IJH) 0.8 $11M 58k 193.23
Honeywell International (HON) 0.8 $11M 65k 169.19
Automatic Data Processing (ADP) 0.8 $11M 67k 161.42
Coca-Cola Company (KO) 0.8 $11M 197k 54.44
Nextera Energy (NEE) 0.8 $11M 46k 233.00
iShares S&P SmallCap 600 Growth (IJT) 0.8 $11M 60k 178.39
Emerson Electric (EMR) 0.8 $11M 158k 66.86
Nike (NKE) 0.8 $11M 112k 93.92
SPDR Barclays Capital Long Term Tr (SPTL) 0.8 $10M 254k 41.03
iShares S&P SmallCap 600 Index (IJR) 0.7 $9.5M 122k 77.84
iShares S&P 500 Index (IVV) 0.7 $9.1M 30k 298.50
Mondelez Int (MDLZ) 0.7 $9.1M 164k 55.33
Valero Energy Corporation (VLO) 0.6 $8.6M 101k 85.23
BB&T Corporation 0.6 $8.4M 158k 53.37
Facebook Inc cl a (META) 0.6 $8.5M 48k 178.07
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.6 $8.4M 78k 108.74
Duke Energy (DUK) 0.6 $8.4M 88k 95.87
Amgen (AMGN) 0.6 $8.2M 42k 193.51
iShares Dow Jones Select Dividend (DVY) 0.6 $8.2M 81k 101.95
Paypal Holdings (PYPL) 0.6 $8.2M 79k 103.61
Vanguard REIT ETF (VNQ) 0.6 $8.1M 86k 93.25
Abbvie (ABBV) 0.6 $7.9M 105k 75.73
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.6 $7.7M 126k 61.09
American Electric Power Company (AEP) 0.5 $7.5M 80k 93.69
Medtronic (MDT) 0.5 $7.5M 69k 108.62
Pfizer (PFE) 0.5 $7.2M 200k 35.93
United Parcel Service (UPS) 0.5 $6.9M 58k 119.83
Union Pacific Corporation (UNP) 0.5 $7.0M 43k 161.98
American Express Company (AXP) 0.5 $6.6M 56k 118.28
iShares Russell Midcap Growth Idx. (IWP) 0.5 $6.7M 48k 141.35
TJX Companies (TJX) 0.5 $6.5M 117k 55.76
iShares S&P SmallCap 600 Value Idx (IJS) 0.5 $6.6M 44k 150.19
Eli Lilly & Co. (LLY) 0.5 $6.4M 58k 111.84
Vanguard Admiral Fds Inc cmn (VIOO) 0.5 $6.4M 45k 142.64
U.S. Bancorp (USB) 0.5 $6.3M 114k 55.34
CVS Caremark Corporation (CVS) 0.4 $5.9M 94k 63.07
SPDR S&P MidCap 400 ETF (MDY) 0.4 $5.9M 17k 352.48
Dollar General (DG) 0.4 $5.9M 37k 158.81
American Tower Reit (AMT) 0.4 $6.0M 27k 221.16
Danaher Corporation (DHR) 0.4 $5.9M 41k 144.42
Vanguard Small-Cap Growth ETF (VBK) 0.4 $5.9M 33k 182.04
Walt Disney Company (DIS) 0.4 $5.5M 42k 130.32
Philip Morris International (PM) 0.4 $5.6M 74k 75.93
Oracle Corporation (ORCL) 0.4 $5.4M 98k 55.03
Eaton (ETN) 0.4 $5.5M 66k 83.15
Clorox Company (CLX) 0.4 $5.3M 35k 151.87
Vanguard Intermediate-Term Bond ETF (BIV) 0.4 $5.2M 59k 88.00
General Dynamics Corporation (GD) 0.4 $5.1M 28k 182.74
Altria (MO) 0.4 $5.0M 123k 40.90
Royal Dutch Shell 0.4 $5.0M 84k 59.91
Southern Company (SO) 0.4 $5.0M 81k 61.78
Citigroup (C) 0.4 $5.1M 74k 69.08
Costco Wholesale Corporation (COST) 0.3 $4.9M 17k 288.17
Ishares Tr usa min vo (USMV) 0.3 $4.9M 77k 64.10
Vaneck Vectors Etf Tr amt free long mu (MLN) 0.3 $4.9M 232k 21.15
Kimberly-Clark Corporation (KMB) 0.3 $4.8M 34k 142.06
Capital One Financial (COF) 0.3 $4.8M 52k 90.94
iShares Russell Midcap Value Index (IWS) 0.3 $4.8M 54k 89.70
Berkshire Hathaway (BRK.B) 0.3 $4.5M 22k 208.05
United Technologies Corporation 0.3 $4.6M 34k 136.53
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $4.5M 36k 127.46
Bank of America Corporation (BAC) 0.3 $4.5M 155k 29.17
Abbott Laboratories (ABT) 0.3 $4.4M 53k 83.66
International Paper Company (IP) 0.3 $4.3M 104k 41.83
Merck & Co (MRK) 0.3 $4.3M 52k 84.19
Delta Air Lines (DAL) 0.3 $4.4M 76k 57.60
Weyerhaeuser Company (WY) 0.3 $4.2M 150k 27.70
iShares MSCI Emerging Markets Indx (EEM) 0.3 $4.0M 98k 40.87
McDonald's Corporation (MCD) 0.3 $4.0M 19k 214.74
iShares Russell 2000 Index (IWM) 0.3 $4.1M 27k 151.33
iShares S&P 500 Value Index (IVE) 0.3 $4.0M 34k 119.15
Cisco Systems (CSCO) 0.3 $3.9M 78k 49.42
Bank Of Montreal Cadcom (BMO) 0.3 $3.9M 54k 73.74
iShares MSCI EAFE Growth Index (EFG) 0.3 $3.9M 49k 80.52
Waste Management (WM) 0.3 $3.7M 32k 115.00
Robert Half International (RHI) 0.3 $3.7M 67k 55.65
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.3 $3.6M 116k 30.85
Dominion Resources (D) 0.2 $3.5M 43k 81.05
Cibc Cad (CM) 0.2 $3.5M 43k 82.54
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.2 $3.5M 65k 53.64
Qualcomm (QCOM) 0.2 $3.4M 44k 76.25
SPDR S&P Dividend (SDY) 0.2 $3.4M 33k 102.59
iShares Lehman Short Treasury Bond (SHV) 0.2 $3.4M 30k 110.66
Proshares Tr russ 2000 divd (SMDV) 0.2 $3.4M 57k 59.37
Allergan 0.2 $3.4M 20k 168.40
Chubb (CB) 0.2 $3.3M 20k 161.46
iShares MSCI EAFE Value Index (EFV) 0.2 $3.2M 68k 47.37
Vanguard FTSE All-World ex-US ETF (VEU) 0.2 $3.2M 64k 49.90
Alphabet Inc Class C cs (GOOG) 0.2 $3.3M 2.7k 1218.68
Market Vectors Etf High Yield Muni Index etf (HYD) 0.2 $3.2M 49k 64.45
Microchip Technology (MCHP) 0.2 $3.1M 34k 92.90
International Business Machines (IBM) 0.2 $3.0M 21k 145.40
Vanguard Short-Term Bond ETF (BSV) 0.2 $3.0M 38k 80.80
3M Company (MMM) 0.2 $3.0M 18k 164.43
Wells Fargo & Company (WFC) 0.2 $2.9M 57k 50.42
Netflix (NFLX) 0.2 $3.0M 11k 267.71
PacWest Ban 0.2 $2.9M 81k 36.33
National Health Investors (NHI) 0.2 $2.9M 35k 82.38
iShares Dow Jones US Real Estate (IYR) 0.2 $3.0M 32k 93.50
Kohl's Corporation (KSS) 0.2 $2.7M 55k 49.67
Boeing Company (BA) 0.2 $2.8M 7.3k 380.50
Schlumberger (SLB) 0.2 $2.7M 80k 34.17
iShares Russell 3000 Index (IWV) 0.2 $2.8M 16k 173.77
Pioneer Natural Resources (PXD) 0.2 $2.6M 21k 125.67
Dow (DOW) 0.2 $2.6M 54k 47.65
Wal-Mart Stores (WMT) 0.2 $2.5M 21k 118.66
Bristol Myers Squibb (BMY) 0.2 $2.5M 50k 50.70
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $2.5M 22k 112.47
SPDR DJ Wilshire Small Cap Value (SLYV) 0.2 $2.5M 42k 61.22
Ecolab (ECL) 0.2 $2.4M 12k 197.97
Regions Financial Corporation (RF) 0.2 $2.4M 154k 15.82
Yum China Holdings (YUMC) 0.2 $2.4M 53k 45.47
Rbc Cad (RY) 0.2 $2.2M 27k 81.15
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $2.2M 44k 49.00
Colgate-Palmolive Company (CL) 0.1 $2.1M 28k 73.53
SPDR Gold Trust (GLD) 0.1 $2.1M 15k 138.88
iShares S&P 500 Growth Index (IVW) 0.1 $2.1M 12k 180.05
HealthStream (HSTM) 0.1 $2.2M 83k 25.90
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.1 $2.0M 34k 59.34
S&p Global (SPGI) 0.1 $2.1M 8.4k 244.92
iShares Russell 2000 Value Index (IWN) 0.1 $1.9M 16k 119.42
iShares iBoxx $ High Yid Corp Bond (HYG) 0.1 $1.9M 22k 87.19
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $1.9M 62k 31.37
MasterCard Incorporated (MA) 0.1 $1.8M 6.6k 271.51
Air Products & Chemicals (APD) 0.1 $1.8M 8.1k 221.86
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $1.7M 34k 51.68
Blackstone Group Inc Com Cl A (BX) 0.1 $1.8M 38k 47.37
Atmos Energy Corporation (ATO) 0.1 $1.6M 14k 113.85
Kkr & Co (KKR) 0.1 $1.6M 61k 26.85
Suntrust Banks Inc $1.00 Par Cmn 0.1 $1.5M 22k 68.79
Cracker Barrel Old Country Store (CBRL) 0.1 $1.5M 9.5k 162.70
Thermo Fisher Scientific (TMO) 0.1 $1.5M 5.0k 291.31
Accenture (ACN) 0.1 $1.5M 7.8k 192.34
Vanguard Small-Cap Value ETF (VBR) 0.1 $1.5M 12k 128.85
Goldman Sachs (GS) 0.1 $1.4M 6.9k 207.15
Lincoln National Corporation (LNC) 0.1 $1.4M 23k 60.33
SYSCO Corporation (SYY) 0.1 $1.4M 18k 79.37
Enterprise Products Partners (EPD) 0.1 $1.4M 47k 28.59
National HealthCare Corporation (NHC) 0.1 $1.4M 18k 81.85
iShares S&P MidCap 400 Growth (IJK) 0.1 $1.4M 6.5k 223.83
Booking Holdings (BKNG) 0.1 $1.4M 731.00 1964.47
Copart (CPRT) 0.1 $1.3M 16k 80.27
General Mills (GIS) 0.1 $1.2M 22k 55.14
Lululemon Athletica (LULU) 0.1 $1.2M 6.2k 192.73
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $1.2M 7.7k 159.95
Vanguard Long Term Corporate Bond ETF (VCLT) 0.1 $1.3M 13k 101.13
CSX Corporation (CSX) 0.1 $1.0M 15k 69.24
Norfolk Southern (NSC) 0.1 $1.1M 5.9k 179.67
Brookfield Asset Management 0.1 $1.1M 21k 53.08
Deere & Company (DE) 0.1 $1.1M 6.4k 168.72
Texas Instruments Incorporated (TXN) 0.1 $1.0M 8.1k 129.23
iShares Gold Trust 0.1 $1.1M 75k 14.11
iShares Russell Midcap Index Fund (IWR) 0.1 $1.2M 21k 55.92
Utilities SPDR (XLU) 0.1 $1.1M 18k 64.73
Vanguard Dividend Appreciation ETF (VIG) 0.1 $1.1M 9.6k 119.53
Kinder Morgan (KMI) 0.1 $1.2M 56k 20.64
Starwood Property Trust (STWD) 0.1 $994k 41k 24.22
General Electric Company 0.1 $906k 101k 8.93
Adobe Systems Incorporated (ADBE) 0.1 $911k 3.3k 276.32
Raytheon Company 0.1 $937k 4.8k 196.19
Sempra Energy (SRE) 0.1 $994k 6.7k 147.59
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $974k 8.6k 113.39
Vanguard Mid-Cap Growth ETF (VOT) 0.1 $958k 6.5k 148.05
Vanguard Scottsdale Fds vng rus1000grw (VONG) 0.1 $1.0M 6.2k 164.14
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 0.1 $942k 14k 67.71
Dupont De Nemours (DD) 0.1 $930k 13k 71.34
Appollo Global Mgmt Inc Cl A 0.1 $908k 24k 37.83
BlackRock (BLK) 0.1 $786k 1.8k 445.44
Caterpillar (CAT) 0.1 $829k 6.6k 126.30
CarMax (KMX) 0.1 $889k 10k 88.16
Digital Realty Trust (DLR) 0.1 $885k 6.8k 129.78
Paychex (PAYX) 0.1 $779k 9.4k 82.78
Sonoco Products Company (SON) 0.1 $890k 15k 58.21
Allstate Corporation (ALL) 0.1 $813k 7.5k 108.72
Lowe's Companies (LOW) 0.1 $851k 7.7k 109.91
AutoZone (AZO) 0.1 $815k 751.00 1085.22
Wp Carey (WPC) 0.1 $864k 9.7k 89.52
Ishares Tr liquid inc etf (ICSH) 0.1 $834k 17k 50.37
Cme (CME) 0.1 $655k 3.1k 211.23
Travelers Companies (TRV) 0.1 $666k 4.5k 148.85
AFLAC Incorporated (AFL) 0.1 $756k 15k 52.30
Kroger (KR) 0.1 $737k 29k 25.77
Yum! Brands (YUM) 0.1 $766k 6.7k 113.47
GlaxoSmithKline 0.1 $664k 16k 42.65
Target Corporation (TGT) 0.1 $634k 5.9k 106.94
Williams Companies (WMB) 0.1 $754k 31k 24.17
Energy Transfer Equity (ET) 0.1 $690k 53k 13.06
Hormel Foods Corporation (HRL) 0.1 $683k 16k 43.73
iShares Lehman Aggregate Bond (AGG) 0.1 $721k 6.4k 113.15
Financial Select Sector SPDR (XLF) 0.1 $676k 24k 28.01
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.1 $645k 39k 16.66
General Motors Company (GM) 0.1 $629k 17k 37.50
Phillips 66 (PSX) 0.1 $684k 6.7k 102.38
Seacoast Bkg Corp Fla (SBCF) 0.1 $708k 28k 25.33
Walgreen Boots Alliance (WBA) 0.1 $748k 14k 55.34
Dentsply Sirona (XRAY) 0.1 $644k 12k 53.34
BP (BP) 0.0 $506k 13k 38.00
Health Care SPDR (XLV) 0.0 $539k 6.0k 90.01
Genuine Parts Company (GPC) 0.0 $601k 6.0k 99.55
Northrop Grumman Corporation (NOC) 0.0 $555k 1.5k 374.75
V.F. Corporation (VFC) 0.0 $613k 6.9k 89.02
ConocoPhillips (COP) 0.0 $623k 11k 56.93
Diageo (DEO) 0.0 $554k 3.4k 163.52
Stryker Corporation (SYK) 0.0 $601k 2.8k 216.23
Prudential Financial (PRU) 0.0 $501k 5.6k 89.90
salesforce (CRM) 0.0 $546k 3.7k 148.49
Enbridge (ENB) 0.0 $564k 16k 35.08
Technology SPDR (XLK) 0.0 $588k 7.3k 80.53
SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $538k 2.0k 269.13
Schwab International Equity ETF (SCHF) 0.0 $502k 16k 31.85
Fortune Brands (FBIN) 0.0 $508k 9.3k 54.74
Blackstone Mtg Tr (BXMT) 0.0 $509k 14k 35.88
Fidelity National Information Services (FIS) 0.0 $448k 3.4k 132.74
PNC Financial Services (PNC) 0.0 $454k 3.2k 140.27
FedEx Corporation (FDX) 0.0 $362k 2.5k 145.50
Ameren Corporation (AEE) 0.0 $425k 5.3k 80.13
Ross Stores (ROST) 0.0 $452k 4.1k 109.86
Illinois Tool Works (ITW) 0.0 $362k 2.3k 156.54
Marriott International (MAR) 0.0 $367k 3.0k 124.22
Estee Lauder Companies (EL) 0.0 $373k 1.9k 198.83
Ares Capital Corporation (ARCC) 0.0 $459k 25k 18.63
Intuit (INTU) 0.0 $390k 1.5k 266.12
Southwest Airlines (LUV) 0.0 $401k 7.4k 54.06
Alerian Mlp Etf 0.0 $377k 41k 9.16
iShares Dow Jones U.S. Index Fund (IYY) 0.0 $434k 2.9k 147.52
Vanguard Mid-Cap Value ETF (VOE) 0.0 $449k 4.0k 113.04
iShares Dow Jones US Reg Banks Ind. (IAT) 0.0 $411k 9.0k 45.79
SPDR DJ Wilshire Small Cap 0.0 $432k 6.4k 67.25
Xylem (XYL) 0.0 $481k 6.0k 79.56
Ishares Tr cmn (GOVT) 0.0 $366k 14k 26.32
Epr Properties (EPR) 0.0 $390k 5.1k 76.94
Asml Holding (ASML) 0.0 $380k 1.5k 248.65
Ishares Inc core msci emkt (IEMG) 0.0 $439k 9.0k 48.98
Keysight Technologies (KEYS) 0.0 $363k 3.7k 97.13
Anthem (ELV) 0.0 $362k 1.5k 240.06
Two Hbrs Invt Corp Com New reit 0.0 $459k 35k 13.14
Tc Energy Corp (TRP) 0.0 $370k 7.1k 51.85
L3harris Technologies (LHX) 0.0 $477k 2.3k 208.59
Corning Incorporated (GLW) 0.0 $254k 8.9k 28.57
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) 0.0 $340k 223.00 1524.66
Ameriprise Financial (AMP) 0.0 $219k 1.5k 146.88
Moody's Corporation (MCO) 0.0 $286k 1.4k 204.72
Expeditors International of Washington (EXPD) 0.0 $233k 3.1k 74.23
IAC/InterActive 0.0 $288k 1.3k 218.21
Baxter International (BAX) 0.0 $215k 2.5k 87.54
Incyte Corporation (INCY) 0.0 $290k 3.9k 74.31
Public Storage (PSA) 0.0 $311k 1.3k 245.50
Boston Scientific Corporation (BSX) 0.0 $315k 7.8k 40.65
Vulcan Materials Company (VMC) 0.0 $220k 1.5k 151.31
Xilinx 0.0 $230k 2.4k 95.99
Mercury Computer Systems (MRCY) 0.0 $246k 3.0k 81.26
Novartis (NVS) 0.0 $270k 3.1k 86.77
Berkshire Hathaway (BRK.A) 0.0 $312k 1.00 312000.00
Parker-Hannifin Corporation (PH) 0.0 $210k 1.2k 181.03
Royal Dutch Shell 0.0 $295k 5.0k 58.75
Sanofi-Aventis SA (SNY) 0.0 $247k 5.3k 46.36
Jacobs Engineering 0.0 $292k 3.2k 91.56
Starbucks Corporation (SBUX) 0.0 $283k 3.2k 88.39
Fiserv (FI) 0.0 $342k 3.3k 103.54
Xcel Energy (XEL) 0.0 $296k 4.6k 64.82
Domino's Pizza (DPZ) 0.0 $224k 914.00 245.45
iShares NASDAQ Biotechnology Index (IBB) 0.0 $265k 2.7k 99.59
Energy Select Sector SPDR (XLE) 0.0 $212k 3.6k 59.14
Humana (HUM) 0.0 $273k 1.1k 255.32
Jones Lang LaSalle Incorporated (JLL) 0.0 $287k 2.1k 139.19
Euronet Worldwide (EEFT) 0.0 $234k 1.6k 146.52
MarketAxess Holdings (MKTX) 0.0 $243k 745.00 326.75
Suburban Propane Partners (SPH) 0.0 $248k 11k 23.62
Alliance Resource Partners (ARLP) 0.0 $288k 18k 16.42
Deckers Outdoor Corporation (DECK) 0.0 $296k 2.0k 147.34
Monolithic Power Systems (MPWR) 0.0 $248k 1.6k 155.93
Tor Dom Bk Cad (TD) 0.0 $306k 5.2k 58.32
Materials SPDR (XLB) 0.0 $255k 4.4k 58.26
Oneok (OKE) 0.0 $272k 3.7k 73.66
Vanguard Value ETF (VTV) 0.0 $218k 2.0k 111.51
Fortinet (FTNT) 0.0 $304k 4.0k 76.88
Vanguard Small-Cap ETF (VB) 0.0 $318k 2.1k 153.70
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $259k 22k 11.90
Howard Hughes 0.0 $310k 2.4k 129.76
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.0 $243k 2.9k 84.73
iShares S&P 1500 Index Fund (ITOT) 0.0 $252k 3.8k 67.11
Schwab Emerging Markets Equity ETF (SCHE) 0.0 $250k 10k 25.09
Vanguard Admiral Fds Inc smlcp 600 grth (VIOG) 0.0 $290k 1.9k 153.20
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $227k 2.7k 84.07
Sch Us Mid-cap Etf etf (SCHM) 0.0 $220k 3.9k 56.58
Epam Systems (EPAM) 0.0 $256k 1.4k 182.84
Servicenow (NOW) 0.0 $273k 1.1k 254.19
Ringcentral (RNG) 0.0 $238k 1.9k 125.82
Intercontinental Exchange (ICE) 0.0 $246k 2.7k 92.45
Veeva Sys Inc cl a (VEEV) 0.0 $218k 1.4k 152.48
Paycom Software (PAYC) 0.0 $240k 1.1k 209.77
Globant S A (GLOB) 0.0 $228k 2.5k 91.68
Crown Castle Intl (CCI) 0.0 $217k 1.6k 139.08
Wec Energy Group (WEC) 0.0 $348k 3.7k 95.21
Real Estate Select Sect Spdr (XLRE) 0.0 $225k 5.7k 39.26
Fortive (FTV) 0.0 $267k 3.9k 68.60
Invesco Qqq Trust Series 1 (QQQ) 0.0 $341k 1.8k 188.92
Invesco S&p 500 Equal Weight Etf (RSP) 0.0 $324k 3.0k 108.00
Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $212k 3.7k 57.81
Linde 0.0 $229k 1.2k 193.41
Darden Restaurants (DRI) 0.0 $205k 1.7k 118.36
Ford Motor Company (F) 0.0 $133k 15k 9.13
Roper Industries (ROP) 0.0 $202k 564.00 357.40
Alliant Energy Corporation (LNT) 0.0 $203k 3.8k 53.99
Nuveen Insd Dividend Advantage (NVG) 0.0 $194k 12k 16.71
Cbre Clarion Global Real Estat re (IGR) 0.0 $158k 20k 7.90
J P Morgan Exchange Traded F ultra shrt (JPST) 0.0 $202k 4.0k 50.50
Servicesource 0.0 $16k 18k 0.89