Pinnacle Financial Partners as of Dec. 31, 2019
Portfolio Holdings for Pinnacle Financial Partners
Pinnacle Financial Partners holds 475 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pinnacle Financial Partners (PNFP) | 4.4 | $71M | 1.1M | 64.00 | |
Spdr S&p 500 Etf (SPY) | 4.3 | $69M | 216k | 321.86 | |
Microsoft Corporation (MSFT) | 2.6 | $42M | 267k | 157.70 | |
Apple (AAPL) | 2.6 | $42M | 143k | 293.65 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $29M | 208k | 139.40 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.7 | $28M | 302k | 91.33 | |
iShares Russell 1000 Growth Index (IWF) | 1.7 | $27M | 152k | 175.92 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.7 | $27M | 331k | 81.03 | |
Vanguard Growth ETF (VUG) | 1.5 | $24M | 134k | 182.17 | |
Vanguard S&p 500 Etf idx (VOO) | 1.5 | $24M | 80k | 295.80 | |
Amazon (AMZN) | 1.4 | $23M | 12k | 1847.86 | |
Intel Corporation (INTC) | 1.3 | $21M | 355k | 59.85 | |
iShares Russell 1000 Value Index (IWD) | 1.2 | $20M | 143k | 136.48 | |
UnitedHealth (UNH) | 1.2 | $19M | 66k | 293.96 | |
Vanguard Europe Pacific ETF (VEA) | 1.2 | $19M | 440k | 44.06 | |
iShares MSCI EAFE Index Fund (EFA) | 1.2 | $19M | 278k | 69.44 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 1.2 | $19M | 360k | 53.54 | |
Lockheed Martin Corporation (LMT) | 1.2 | $19M | 49k | 389.37 | |
Visa (V) | 1.1 | $17M | 90k | 187.92 | |
Hca Holdings (HCA) | 1.0 | $16M | 109k | 147.81 | |
Johnson & Johnson (JNJ) | 1.0 | $16M | 109k | 145.87 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $15M | 12k | 1339.41 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.9 | $15M | 150k | 101.36 | |
Verizon Communications (VZ) | 0.9 | $15M | 243k | 61.40 | |
Vanguard Total Stock Market ETF (VTI) | 0.9 | $15M | 90k | 163.62 | |
Vanguard High Dividend Yield ETF (VYM) | 0.9 | $14M | 152k | 93.71 | |
Chevron Corporation (CVX) | 0.9 | $14M | 116k | 120.52 | |
Procter & Gamble Company (PG) | 0.9 | $14M | 111k | 124.89 | |
Vanguard Emerging Markets ETF (VWO) | 0.8 | $14M | 308k | 44.47 | |
Nextera Energy (NEE) | 0.8 | $13M | 53k | 242.17 | |
Pepsi (PEP) | 0.8 | $13M | 93k | 136.67 | |
Exxon Mobil Corporation (XOM) | 0.8 | $13M | 180k | 69.78 | |
At&t (T) | 0.8 | $13M | 320k | 39.08 | |
Automatic Data Processing (ADP) | 0.8 | $12M | 73k | 170.51 | |
Vanguard Mid-Cap ETF (VO) | 0.8 | $12M | 70k | 178.18 | |
Emerson Electric (EMR) | 0.8 | $12M | 162k | 76.26 | |
Home Depot (HD) | 0.8 | $12M | 55k | 218.38 | |
Honeywell International (HON) | 0.7 | $12M | 67k | 177.00 | |
iShares S&P MidCap 400 Index (IJH) | 0.7 | $12M | 58k | 205.83 | |
Nike (NKE) | 0.7 | $12M | 117k | 101.31 | |
Coca-Cola Company (KO) | 0.7 | $11M | 204k | 55.35 | |
Comcast Corporation (CMCSA) | 0.7 | $11M | 247k | 44.97 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.7 | $11M | 58k | 193.31 | |
Truist Financial Corp equities (TFC) | 0.7 | $11M | 194k | 56.32 | |
Amgen (AMGN) | 0.7 | $11M | 45k | 241.08 | |
iShares S&P 500 Index (IVV) | 0.7 | $11M | 33k | 323.29 | |
SPDR Barclays Capital Long Term Tr (SPTL) | 0.7 | $11M | 269k | 38.87 | |
Facebook Inc cl a (META) | 0.7 | $11M | 51k | 205.24 | |
iShares S&P SmallCap 600 Index (IJR) | 0.6 | $10M | 120k | 83.85 | |
Valero Energy Corporation (VLO) | 0.6 | $10M | 107k | 93.65 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.6 | $9.6M | 34k | 285.10 | |
Mondelez Int (MDLZ) | 0.6 | $9.5M | 173k | 55.08 | |
iShares Dow Jones Select Dividend (DVY) | 0.6 | $9.1M | 86k | 105.66 | |
Abbvie (ABBV) | 0.6 | $9.2M | 104k | 88.54 | |
Vanguard REIT ETF (VNQ) | 0.6 | $9.0M | 97k | 92.79 | |
Paypal Holdings (PYPL) | 0.5 | $8.7M | 81k | 108.16 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.5 | $8.3M | 127k | 65.24 | |
Medtronic (MDT) | 0.5 | $8.2M | 73k | 113.46 | |
Pfizer (PFE) | 0.5 | $8.0M | 204k | 39.18 | |
Duke Energy (DUK) | 0.5 | $8.1M | 88k | 91.21 | |
American Electric Power Company (AEP) | 0.5 | $7.9M | 84k | 94.51 | |
American Express Company (AXP) | 0.5 | $7.7M | 62k | 124.48 | |
Union Pacific Corporation (UNP) | 0.5 | $7.8M | 43k | 180.78 | |
Eli Lilly & Co. (LLY) | 0.5 | $7.6M | 58k | 131.42 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.5 | $7.5M | 50k | 152.56 | |
Danaher Corporation (DHR) | 0.5 | $7.5M | 49k | 153.48 | |
TJX Companies (TJX) | 0.5 | $7.4M | 122k | 61.06 | |
Ishares Tr usa min vo (USMV) | 0.5 | $7.4M | 112k | 65.60 | |
U.S. Bancorp (USB) | 0.5 | $7.3M | 123k | 59.28 | |
CVS Caremark Corporation (CVS) | 0.5 | $7.3M | 99k | 74.30 | |
United Parcel Service (UPS) | 0.4 | $7.2M | 61k | 117.05 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $6.9M | 18k | 375.37 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.4 | $6.8M | 42k | 160.80 | |
Vanguard Admiral Fds Inc cmn (VIOO) | 0.4 | $6.8M | 45k | 152.15 | |
Walt Disney Company (DIS) | 0.4 | $6.6M | 46k | 144.63 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.4 | $6.6M | 33k | 198.69 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.4 | $6.4M | 73k | 87.20 | |
American Tower Reit (AMT) | 0.4 | $6.4M | 28k | 229.85 | |
Eaton (ETN) | 0.4 | $6.5M | 69k | 94.72 | |
Bank of America Corporation (BAC) | 0.4 | $6.3M | 180k | 35.21 | |
Dollar General (DG) | 0.4 | $6.3M | 40k | 156.00 | |
Altria (MO) | 0.4 | $6.1M | 123k | 49.90 | |
Citigroup (C) | 0.4 | $6.1M | 76k | 79.89 | |
Philip Morris International (PM) | 0.4 | $5.9M | 69k | 85.09 | |
Berkshire Hathaway (BRK.B) | 0.3 | $5.6M | 25k | 226.50 | |
United Technologies Corporation | 0.3 | $5.7M | 38k | 149.76 | |
Oracle Corporation (ORCL) | 0.3 | $5.7M | 108k | 52.97 | |
Costco Wholesale Corporation (COST) | 0.3 | $5.5M | 19k | 293.92 | |
Capital One Financial (COF) | 0.3 | $5.3M | 51k | 102.85 | |
Southern Company (SO) | 0.3 | $5.3M | 84k | 63.70 | |
General Dynamics Corporation (GD) | 0.3 | $5.3M | 30k | 176.32 | |
Clorox Company (CLX) | 0.3 | $5.2M | 34k | 153.55 | |
iShares Russell Midcap Value Index (IWS) | 0.3 | $5.1M | 54k | 94.77 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $5.1M | 40k | 127.94 | |
International Paper Company (IP) | 0.3 | $4.8M | 104k | 46.05 | |
Merck & Co (MRK) | 0.3 | $4.9M | 54k | 90.95 | |
Delta Air Lines (DAL) | 0.3 | $4.9M | 84k | 58.49 | |
iShares S&P 500 Value Index (IVE) | 0.3 | $4.9M | 37k | 130.09 | |
McDonald's Corporation (MCD) | 0.3 | $4.7M | 24k | 197.59 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $4.6M | 34k | 137.53 | |
Royal Dutch Shell | 0.3 | $4.7M | 79k | 59.98 | |
Weyerhaeuser Company (WY) | 0.3 | $4.7M | 155k | 30.20 | |
iShares Russell 2000 Index (IWM) | 0.3 | $4.7M | 29k | 165.69 | |
Abbott Laboratories (ABT) | 0.3 | $4.6M | 53k | 86.86 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $4.4M | 99k | 44.88 | |
iShares MSCI EAFE Growth Index (EFG) | 0.3 | $4.3M | 50k | 86.46 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.3 | $4.4M | 144k | 30.84 | |
Cisco Systems (CSCO) | 0.3 | $4.2M | 87k | 47.96 | |
Robert Half International (RHI) | 0.3 | $4.2M | 67k | 63.15 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $4.2M | 54k | 77.49 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $4.2M | 78k | 53.62 | |
Qualcomm (QCOM) | 0.2 | $4.1M | 46k | 88.34 | |
Waste Management (WM) | 0.2 | $3.9M | 34k | 113.96 | |
3M Company (MMM) | 0.2 | $3.9M | 22k | 176.41 | |
Allergan | 0.2 | $3.9M | 20k | 191.10 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $3.9M | 2.9k | 1337.06 | |
Dominion Resources (D) | 0.2 | $3.7M | 45k | 82.80 | |
iShares Lehman Short Treasury Bond (SHV) | 0.2 | $3.7M | 34k | 110.44 | |
Market Vectors Etf High Yield Muni Index etf (HYD) | 0.2 | $3.7M | 58k | 64.05 | |
Microchip Technology (MCHP) | 0.2 | $3.6M | 34k | 104.74 | |
Wells Fargo & Company (WFC) | 0.2 | $3.5M | 66k | 53.79 | |
Cibc Cad (CM) | 0.2 | $3.6M | 43k | 83.19 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $3.5M | 65k | 53.75 | |
SPDR S&P Dividend (SDY) | 0.2 | $3.6M | 34k | 107.58 | |
Bristol Myers Squibb (BMY) | 0.2 | $3.3M | 52k | 64.21 | |
iShares MSCI EAFE Value Index (EFV) | 0.2 | $3.3M | 65k | 49.94 | |
Chubb (CB) | 0.2 | $3.2M | 21k | 155.76 | |
Dow (DOW) | 0.2 | $3.2M | 58k | 54.73 | |
Deere & Company (DE) | 0.2 | $3.1M | 18k | 173.28 | |
Schlumberger (SLB) | 0.2 | $3.0M | 76k | 40.21 | |
Pioneer Natural Resources | 0.2 | $3.1M | 20k | 151.19 | |
iShares Russell 3000 Index (IWV) | 0.2 | $3.0M | 16k | 188.47 | |
Wal-Mart Stores (WMT) | 0.2 | $2.9M | 25k | 118.83 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $2.9M | 36k | 80.60 | |
PacWest Ban | 0.2 | $3.0M | 78k | 38.28 | |
iShares Dow Jones US Real Estate (IYR) | 0.2 | $2.9M | 31k | 93.09 | |
Ecolab (ECL) | 0.2 | $2.7M | 14k | 193.04 | |
International Business Machines (IBM) | 0.2 | $2.8M | 21k | 134.04 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $2.7M | 14k | 193.62 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.2 | $2.7M | 41k | 65.82 | |
Vaneck Vectors Etf Tr amt free long mu (MLN) | 0.2 | $2.8M | 134k | 21.01 | |
Kohl's Corporation (KSS) | 0.2 | $2.6M | 51k | 50.94 | |
Boeing Company (BA) | 0.2 | $2.5M | 7.7k | 325.75 | |
Regions Financial Corporation (RF) | 0.2 | $2.6M | 151k | 17.17 | |
Netflix (NFLX) | 0.2 | $2.5M | 7.8k | 323.53 | |
National Health Investors (NHI) | 0.2 | $2.6M | 32k | 81.47 | |
Yum China Holdings (YUMC) | 0.2 | $2.6M | 54k | 48.12 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $2.4M | 22k | 110.23 | |
HealthStream (HSTM) | 0.1 | $2.3M | 83k | 27.21 | |
SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.1 | $2.3M | 35k | 64.42 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $2.2M | 45k | 49.13 | |
S&p Global (SPGI) | 0.1 | $2.3M | 8.4k | 273.03 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.2M | 38k | 57.89 | |
MasterCard Incorporated (MA) | 0.1 | $2.1M | 7.1k | 298.58 | |
Constellation Brands (STZ) | 0.1 | $2.1M | 11k | 189.72 | |
Rbc Cad (RY) | 0.1 | $2.1M | 27k | 79.22 | |
iShares S&P MidCap 400 Growth (IJK) | 0.1 | $2.0M | 8.5k | 238.05 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $2.1M | 16k | 128.52 | |
Goldman Sachs Etf Tr activebeta eme (GEM) | 0.1 | $2.0M | 59k | 34.34 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $2.1M | 18k | 115.75 | |
Air Products & Chemicals (APD) | 0.1 | $1.9M | 8.1k | 235.05 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.9M | 28k | 68.86 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $1.9M | 22k | 87.94 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $1.9M | 34k | 55.73 | |
Continental Resources | 0.1 | $1.8M | 53k | 34.32 | |
Kkr & Co (KKR) | 0.1 | $1.8M | 62k | 29.65 | |
Caterpillar (CAT) | 0.1 | $1.6M | 11k | 147.68 | |
SYSCO Corporation (SYY) | 0.1 | $1.5M | 18k | 85.55 | |
AFLAC Incorporated (AFL) | 0.1 | $1.6M | 30k | 52.90 | |
Thermo Fisher Scientific (TMO) | 0.1 | $1.7M | 5.1k | 324.89 | |
Starbucks Corporation (SBUX) | 0.1 | $1.6M | 18k | 87.95 | |
Accenture (ACN) | 0.1 | $1.6M | 7.7k | 210.60 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $1.6M | 11k | 137.10 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.6M | 9.3k | 170.77 | |
Booking Holdings (BKNG) | 0.1 | $1.6M | 772.00 | 2053.10 | |
Copart (CPRT) | 0.1 | $1.5M | 17k | 90.89 | |
Cracker Barrel Old Country Store (CBRL) | 0.1 | $1.4M | 9.3k | 153.77 | |
General Mills (GIS) | 0.1 | $1.4M | 26k | 53.54 | |
National HealthCare Corporation (NHC) | 0.1 | $1.5M | 18k | 86.44 | |
Lululemon Athletica (LULU) | 0.1 | $1.4M | 6.2k | 231.45 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $1.5M | 7.0k | 212.57 | |
Lincoln National Corporation (LNC) | 0.1 | $1.3M | 23k | 59.01 | |
Brookfield Asset Management | 0.1 | $1.2M | 21k | 57.74 | |
Sherwin-Williams Company (SHW) | 0.1 | $1.3M | 2.3k | 583.77 | |
AutoZone (AZO) | 0.1 | $1.4M | 1.1k | 1192.05 | |
Enterprise Products Partners (EPD) | 0.1 | $1.3M | 48k | 28.06 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $1.2M | 21k | 59.58 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $1.2M | 9.7k | 124.67 | |
Kinder Morgan (KMI) | 0.1 | $1.3M | 62k | 21.15 | |
BlackRock (BLK) | 0.1 | $1.1M | 2.2k | 502.92 | |
Starwood Property Trust (STWD) | 0.1 | $1.1M | 43k | 24.87 | |
CSX Corporation (CSX) | 0.1 | $1.1M | 16k | 72.35 | |
Norfolk Southern (NSC) | 0.1 | $1.1M | 5.9k | 194.11 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | 3.1k | 344.16 | |
Paychex (PAYX) | 0.1 | $1.1M | 13k | 85.07 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 3.3k | 329.70 | |
Allstate Corporation (ALL) | 0.1 | $1.1M | 10k | 112.47 | |
Stryker Corporation (SYK) | 0.1 | $1.2M | 5.7k | 210.02 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | 8.6k | 128.41 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $1.1M | 14k | 82.03 | |
Lowe's Companies (LOW) | 0.1 | $1.2M | 9.7k | 119.74 | |
SPDR Gold Trust (GLD) | 0.1 | $1.1M | 7.6k | 142.84 | |
iShares Gold Trust | 0.1 | $1.1M | 75k | 14.49 | |
Utilities SPDR (XLU) | 0.1 | $1.2M | 18k | 64.62 | |
Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.1 | $1.1M | 6.2k | 180.91 | |
Appollo Global Mgmt Inc Cl A | 0.1 | $1.1M | 24k | 47.71 | |
General Electric Company | 0.1 | $890k | 80k | 11.16 | |
CarMax (KMX) | 0.1 | $916k | 10k | 87.77 | |
Sonoco Products Company (SON) | 0.1 | $944k | 15k | 61.74 | |
Raytheon Company | 0.1 | $899k | 4.1k | 219.74 | |
ConocoPhillips (COP) | 0.1 | $959k | 15k | 65.02 | |
Sempra Energy (SRE) | 0.1 | $922k | 6.1k | 151.42 | |
Financial Select Sector SPDR (XLF) | 0.1 | $981k | 32k | 30.77 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $998k | 8.7k | 114.56 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $992k | 6.3k | 158.72 | |
Phillips 66 (PSX) | 0.1 | $911k | 8.2k | 111.37 | |
Ishares Tr liquid inc etf (ICSH) | 0.1 | $940k | 19k | 50.31 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.1 | $1.0M | 14k | 72.92 | |
Goldman Sachs (GS) | 0.1 | $817k | 3.6k | 229.56 | |
Health Care SPDR (XLV) | 0.1 | $810k | 8.0k | 101.88 | |
Digital Realty Trust (DLR) | 0.1 | $803k | 6.7k | 119.69 | |
Genuine Parts Company (GPC) | 0.1 | $740k | 7.0k | 106.27 | |
GlaxoSmithKline | 0.1 | $734k | 16k | 47.00 | |
Williams Companies (WMB) | 0.1 | $757k | 32k | 23.68 | |
Energy Select Sector SPDR (XLE) | 0.1 | $742k | 12k | 60.03 | |
Enbridge (ENB) | 0.1 | $766k | 19k | 39.78 | |
Technology SPDR (XLK) | 0.1 | $745k | 8.1k | 91.76 | |
Wp Carey (WPC) | 0.1 | $772k | 9.7k | 80.00 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $809k | 15k | 53.84 | |
Anthem (ELV) | 0.1 | $747k | 2.5k | 302.04 | |
Walgreen Boots Alliance (WBA) | 0.1 | $784k | 13k | 58.96 | |
Dupont De Nemours (DD) | 0.1 | $774k | 12k | 64.28 | |
Cme (CME) | 0.0 | $605k | 3.0k | 200.87 | |
PNC Financial Services (PNC) | 0.0 | $705k | 4.4k | 159.61 | |
Travelers Companies (TRV) | 0.0 | $636k | 4.6k | 137.06 | |
V.F. Corporation (VFC) | 0.0 | $686k | 6.9k | 99.62 | |
Yum! Brands (YUM) | 0.0 | $641k | 6.4k | 100.68 | |
Parker-Hannifin Corporation (PH) | 0.0 | $581k | 2.8k | 205.85 | |
Target Corporation (TGT) | 0.0 | $666k | 5.2k | 128.13 | |
salesforce (CRM) | 0.0 | $615k | 3.8k | 162.52 | |
Energy Transfer Equity (ET) | 0.0 | $677k | 53k | 12.81 | |
Hormel Foods Corporation (HRL) | 0.0 | $693k | 15k | 45.08 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $720k | 6.4k | 112.51 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $682k | 11k | 63.01 | |
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $690k | 39k | 17.83 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $624k | 11k | 57.94 | |
General Motors Company (GM) | 0.0 | $646k | 18k | 36.59 | |
iShares Dow Jones US Reg Banks Ind. (IAT) | 0.0 | $629k | 12k | 51.33 | |
Fortune Brands (FBIN) | 0.0 | $679k | 9.3k | 72.73 | |
Proshares Tr russ 2000 divd (SMDV) | 0.0 | $631k | 10k | 61.75 | |
BP (BP) | 0.0 | $473k | 13k | 37.73 | |
Fidelity National Information Services (FIS) | 0.0 | $451k | 3.2k | 139.15 | |
Ameren Corporation (AEE) | 0.0 | $407k | 5.3k | 76.75 | |
Ross Stores (ROST) | 0.0 | $477k | 4.1k | 116.44 | |
Kroger (KR) | 0.0 | $472k | 16k | 28.99 | |
Diageo (DEO) | 0.0 | $562k | 3.3k | 168.31 | |
Prudential Financial (PRU) | 0.0 | $519k | 5.5k | 93.63 | |
Hershey Company (HSY) | 0.0 | $542k | 3.7k | 146.81 | |
Roper Industries (ROP) | 0.0 | $440k | 1.2k | 353.54 | |
Estee Lauder Companies (EL) | 0.0 | $421k | 2.0k | 206.32 | |
Humana (HUM) | 0.0 | $426k | 1.2k | 366.63 | |
Ares Capital Corporation (ARCC) | 0.0 | $459k | 25k | 18.63 | |
Southwest Airlines (LUV) | 0.0 | $432k | 8.0k | 54.03 | |
Vanguard Value ETF (VTV) | 0.0 | $448k | 3.7k | 119.78 | |
Fortinet (FTNT) | 0.0 | $423k | 4.0k | 106.85 | |
iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $470k | 2.9k | 159.76 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $420k | 5.0k | 84.67 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $473k | 4.0k | 119.08 | |
SPDR DJ Wilshire Small Cap | 0.0 | $493k | 6.8k | 72.38 | |
Schwab International Equity ETF (SCHF) | 0.0 | $535k | 16k | 33.65 | |
Xylem (XYL) | 0.0 | $461k | 5.8k | 78.86 | |
Asml Holding (ASML) | 0.0 | $440k | 1.5k | 295.78 | |
Blackstone Mtg Tr (BXMT) | 0.0 | $523k | 14k | 37.23 | |
Two Hbrs Invt Corp Com New reit | 0.0 | $511k | 35k | 14.63 | |
Broadcom (AVGO) | 0.0 | $421k | 1.3k | 316.33 | |
Linde | 0.0 | $491k | 2.3k | 212.69 | |
L3harris Technologies (LHX) | 0.0 | $446k | 2.3k | 198.00 | |
Corning Incorporated (GLW) | 0.0 | $297k | 10k | 29.10 | |
Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) | 0.0 | $323k | 223.00 | 1448.43 | |
Moody's Corporation (MCO) | 0.0 | $368k | 1.5k | 237.73 | |
Expeditors International of Washington (EXPD) | 0.0 | $245k | 3.1k | 78.17 | |
FedEx Corporation (FDX) | 0.0 | $396k | 2.6k | 151.15 | |
IAC/InterActive | 0.0 | $328k | 1.3k | 249.01 | |
Incyte Corporation (INCY) | 0.0 | $341k | 3.9k | 87.31 | |
Boston Scientific Corporation (BSX) | 0.0 | $358k | 7.9k | 45.26 | |
Novartis (NVS) | 0.0 | $279k | 2.9k | 94.58 | |
Berkshire Hathaway (BRK.A) | 0.0 | $340k | 1.00 | 340000.00 | |
Royal Dutch Shell | 0.0 | $257k | 4.4k | 58.99 | |
Sanofi-Aventis SA (SNY) | 0.0 | $268k | 5.3k | 50.14 | |
Jacobs Engineering | 0.0 | $286k | 3.2k | 89.96 | |
Illinois Tool Works (ITW) | 0.0 | $386k | 2.1k | 179.76 | |
Fiserv (FI) | 0.0 | $382k | 3.3k | 115.61 | |
Xcel Energy (XEL) | 0.0 | $287k | 4.5k | 63.48 | |
Domino's Pizza (DPZ) | 0.0 | $269k | 914.00 | 294.55 | |
New Oriental Education & Tech | 0.0 | $311k | 2.6k | 121.11 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $321k | 2.7k | 120.63 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $397k | 2.3k | 174.20 | |
Atmos Energy Corporation (ATO) | 0.0 | $250k | 2.2k | 111.92 | |
Euronet Worldwide (EEFT) | 0.0 | $251k | 1.6k | 157.22 | |
Intuit (INTU) | 0.0 | $389k | 1.5k | 262.02 | |
MarketAxess Holdings (MKTX) | 0.0 | $282k | 743.00 | 379.39 | |
Deckers Outdoor Corporation (DECK) | 0.0 | $339k | 2.0k | 168.74 | |
Monolithic Power Systems (MPWR) | 0.0 | $284k | 1.6k | 178.53 | |
Tor Dom Bk Cad (TD) | 0.0 | $294k | 5.2k | 56.15 | |
Materials SPDR (XLB) | 0.0 | $269k | 4.4k | 61.46 | |
Oneok (OKE) | 0.0 | $306k | 4.0k | 75.74 | |
Consumer Discretionary SPDR (XLY) | 0.0 | $388k | 3.1k | 125.40 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $246k | 1.5k | 165.32 | |
Alerian Mlp Etf | 0.0 | $248k | 29k | 8.53 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $272k | 22k | 12.50 | |
Howard Hughes | 0.0 | $341k | 2.7k | 126.86 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $273k | 3.8k | 72.70 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $255k | 2.0k | 126.00 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $274k | 10k | 27.36 | |
Vanguard Admiral Fds Inc smlcp 600 grth (VIOG) | 0.0 | $314k | 1.9k | 165.87 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $271k | 2.9k | 92.97 | |
Epam Systems (EPAM) | 0.0 | $298k | 1.4k | 212.69 | |
Ishares Tr cmn (GOVT) | 0.0 | $361k | 14k | 25.96 | |
Servicenow (NOW) | 0.0 | $304k | 1.1k | 282.00 | |
Epr Properties (EPR) | 0.0 | $358k | 5.1k | 70.63 | |
Ringcentral (RNG) | 0.0 | $320k | 1.9k | 168.69 | |
Intercontinental Exchange (ICE) | 0.0 | $245k | 2.6k | 92.73 | |
Seacoast Bkg Corp Fla (SBCF) | 0.0 | $396k | 13k | 30.57 | |
Paycom Software (PAYC) | 0.0 | $303k | 1.1k | 264.37 | |
Globant S A (GLOB) | 0.0 | $262k | 2.5k | 105.78 | |
Keysight Technologies (KEYS) | 0.0 | $383k | 3.7k | 102.71 | |
Wec Energy Group (WEC) | 0.0 | $332k | 3.6k | 92.30 | |
Westrock (WRK) | 0.0 | $290k | 6.8k | 42.86 | |
Fortive (FTV) | 0.0 | $399k | 5.2k | 76.24 | |
Cigna Corp (CI) | 0.0 | $243k | 1.2k | 204.23 | |
Tc Energy Corp (TRP) | 0.0 | $380k | 7.1k | 53.25 | |
Ameriprise Financial (AMP) | 0.0 | $228k | 1.4k | 166.83 | |
Baxter International (BAX) | 0.0 | $223k | 2.7k | 83.44 | |
Archer Daniels Midland Company (ADM) | 0.0 | $100k | 2.2k | 46.23 | |
Vulcan Materials Company (VMC) | 0.0 | $209k | 1.5k | 143.74 | |
Xilinx | 0.0 | $229k | 2.3k | 97.57 | |
Mercury Computer Systems (MRCY) | 0.0 | $210k | 3.0k | 69.40 | |
Wolverine World Wide (WWW) | 0.0 | $149k | 4.4k | 33.66 | |
Ford Motor Company (F) | 0.0 | $129k | 14k | 9.33 | |
EOG Resources (EOG) | 0.0 | $144k | 1.7k | 83.48 | |
Genes (GCO) | 0.0 | $216k | 4.5k | 48.00 | |
Universal Display Corporation (OLED) | 0.0 | $204k | 990.00 | 206.43 | |
Alliant Energy Corporation (LNT) | 0.0 | $224k | 4.1k | 54.79 | |
Oge Energy Corp (OGE) | 0.0 | $224k | 5.0k | 44.40 | |
Suburban Propane Partners (SPH) | 0.0 | $229k | 11k | 21.81 | |
Alliance Resource Partners (ARLP) | 0.0 | $183k | 18k | 10.45 | |
CenterState Banks | 0.0 | $146k | 5.9k | 24.93 | |
Tyler Technologies (TYL) | 0.0 | $219k | 727.00 | 301.15 | |
DXP Enterprises (DXPE) | 0.0 | $220k | 5.5k | 39.90 | |
LHC | 0.0 | $236k | 1.7k | 137.80 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $196k | 916.00 | 213.97 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $110k | 810.00 | 135.80 | |
NeoGenomics (NEO) | 0.0 | $236k | 8.1k | 29.16 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $98k | 1.7k | 56.81 | |
Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $157k | 9.7k | 16.19 | |
Nuveen Insd Dividend Advantage (NVG) | 0.0 | $194k | 12k | 16.71 | |
Schwab U S Broad Market ETF (SCHB) | 0.0 | $161k | 2.1k | 76.74 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $181k | 2.4k | 75.54 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $235k | 3.9k | 60.19 | |
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $160k | 20k | 8.00 | |
Spdr Series Trust cmn (HYMB) | 0.0 | $133k | 2.3k | 59.11 | |
Veeva Sys Inc cl a (VEEV) | 0.0 | $212k | 1.5k | 140.66 | |
Crown Castle Intl (CCI) | 0.0 | $237k | 1.7k | 142.51 | |
Freshpet (FRPT) | 0.0 | $205k | 3.5k | 58.97 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $221k | 5.7k | 38.66 | |
Itt (ITT) | 0.0 | $209k | 2.8k | 74.03 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $100k | 1.8k | 55.01 | |
Simply Good Foods (SMPL) | 0.0 | $203k | 7.1k | 28.55 | |
Essential Properties Realty reit (EPRT) | 0.0 | $201k | 8.1k | 24.80 | |
Dell Technologies (DELL) | 0.0 | $204k | 4.0k | 51.39 | |
Levi Strauss Co New cl a com stk (LEVI) | 0.0 | $85k | 4.4k | 19.22 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $238k | 2.2k | 109.56 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $2.0k | 29.00 | 68.97 | |
Lear Corporation (LEA) | 0.0 | $3.0k | 19.00 | 157.89 | |
Progressive Corporation (PGR) | 0.0 | $21k | 284.00 | 73.94 | |
Western Union Company (WU) | 0.0 | $26k | 979.00 | 26.56 | |
AutoNation (AN) | 0.0 | $32k | 660.00 | 48.48 | |
Tractor Supply Company (TSCO) | 0.0 | $47k | 500.00 | 94.00 | |
Core Laboratories | 0.0 | $6.0k | 159.00 | 37.74 | |
NVIDIA Corporation (NVDA) | 0.0 | $65k | 275.00 | 236.36 | |
Rollins (ROL) | 0.0 | $2.0k | 75.00 | 26.67 | |
Snap-on Incorporated (SNA) | 0.0 | $3.0k | 17.00 | 176.47 | |
National-Oilwell Var | 0.0 | $7.0k | 294.00 | 23.81 | |
Eastman Chemical Company (EMN) | 0.0 | $3.0k | 38.00 | 78.95 | |
Becton, Dickinson and (BDX) | 0.0 | $31k | 115.00 | 269.57 | |
eBay (EBAY) | 0.0 | $11k | 311.00 | 35.37 | |
Intuitive Surgical (ISRG) | 0.0 | $4.0k | 6.00 | 666.67 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $2.0k | 43.00 | 46.51 | |
Exelon Corporation (EXC) | 0.0 | $21k | 454.00 | 46.26 | |
Markel Corporation (MKL) | 0.0 | $2.0k | 2.00 | 1000.00 | |
Dollar Tree (DLTR) | 0.0 | $6.0k | 60.00 | 100.00 | |
Advance Auto Parts (AAP) | 0.0 | $40k | 250.00 | 160.00 | |
Discovery Communications | 0.0 | $19k | 566.00 | 33.57 | |
Applied Materials (AMAT) | 0.0 | $50k | 820.00 | 60.98 | |
MercadoLibre (MELI) | 0.0 | $11k | 20.00 | 550.00 | |
Fair Isaac Corporation (FICO) | 0.0 | $9.0k | 25.00 | 360.00 | |
Industrial SPDR (XLI) | 0.0 | $42k | 514.00 | 81.71 | |
Activision Blizzard | 0.0 | $6.0k | 101.00 | 59.41 | |
Baidu (BIDU) | 0.0 | $1.0k | 10.00 | 100.00 | |
Old National Ban (ONB) | 0.0 | $56k | 3.1k | 18.35 | |
Western Alliance Bancorporation (WAL) | 0.0 | $1.0k | 20.00 | 50.00 | |
Black Hills Corporation (BKH) | 0.0 | $3.0k | 37.00 | 81.08 | |
Cognex Corporation (CGNX) | 0.0 | $6.0k | 100.00 | 60.00 | |
Cirrus Logic (CRUS) | 0.0 | $5.0k | 65.00 | 76.92 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $6.0k | 44.00 | 136.36 | |
Vail Resorts (MTN) | 0.0 | $30k | 127.00 | 236.22 | |
New Jersey Resources Corporation (NJR) | 0.0 | $4.0k | 100.00 | 40.00 | |
Pegasystems (PEGA) | 0.0 | $4.0k | 50.00 | 80.00 | |
Renasant (RNST) | 0.0 | $4.0k | 100.00 | 40.00 | |
South Jersey Industries | 0.0 | $62k | 1.9k | 32.77 | |
BorgWarner (BWA) | 0.0 | $2.0k | 35.00 | 57.14 | |
Flowserve Corporation (FLS) | 0.0 | $3.0k | 54.00 | 55.56 | |
Wabtec Corporation (WAB) | 0.0 | $0 | 3.00 | 0.00 | |
Realty Income (O) | 0.0 | $74k | 1.0k | 74.00 | |
First Trust Large Cap Core Alp Fnd (FEX) | 0.0 | $46k | 700.00 | 65.71 | |
Hldgs (UAL) | 0.0 | $28k | 313.00 | 89.46 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $45k | 388.00 | 115.98 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $23k | 270.00 | 85.19 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $52k | 3.8k | 13.86 | |
Takeda Pharmaceutical (TAK) | 0.0 | $3.0k | 176.00 | 17.05 | |
Blackrock Muniyield Insured Fund (MYI) | 0.0 | $50k | 3.7k | 13.51 | |
BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $42k | 3.2k | 13.33 | |
Eaton Vance Floating-Rate Income Trust (EFT) | 0.0 | $52k | 3.8k | 13.68 | |
Nuveen Floating Rate Income Fund (JFR) | 0.0 | $13k | 1.3k | 10.16 | |
BlackRock MuniHoldings Fund (MHD) | 0.0 | $61k | 3.6k | 16.99 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 0.0 | $27k | 750.00 | 36.00 | |
WisdomTree MidCap Dividend Fund (DON) | 0.0 | $61k | 1.6k | 38.15 | |
Nuveen Build Amer Bd (NBB) | 0.0 | $64k | 2.9k | 21.93 | |
First Trust Cnsumer Stapl Alpha (FXG) | 0.0 | $18k | 359.00 | 50.14 | |
Alps Etf Tr equal sec etf (EQL) | 0.0 | $15k | 185.00 | 81.08 | |
Servicesource | 0.0 | $30k | 18k | 1.67 | |
Yandex Nv-a (YNDX) | 0.0 | $9.0k | 200.00 | 45.00 | |
Hollyfrontier Corp | 0.0 | $51k | 1.0k | 51.00 | |
Marathon Petroleum Corp (MPC) | 0.0 | $60k | 1.0k | 60.00 | |
Doubleline Opportunistic Cr (DBL) | 0.0 | $8.0k | 378.00 | 21.16 | |
Franklin Financial Networ | 0.0 | $37k | 1.1k | 34.77 | |
Ryman Hospitality Pptys (RHP) | 0.0 | $75k | 863.00 | 86.91 | |
Blackstone Gso Strategic (BGB) | 0.0 | $73k | 5.0k | 14.46 | |
Pimco Dynamic Credit Income other | 0.0 | $35k | 1.4k | 25.00 | |
Liberty Global Inc Com Ser A | 0.0 | $2.0k | 95.00 | 21.05 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $58k | 1.2k | 46.81 | |
0.0 | $12k | 360.00 | 33.33 | ||
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $32k | 1.0k | 32.00 | |
Jd (JD) | 0.0 | $1.0k | 25.00 | 40.00 | |
Arista Networks (ANET) | 0.0 | $4.0k | 20.00 | 200.00 | |
Citizens Financial (CFG) | 0.0 | $5.0k | 113.00 | 44.25 | |
Amphastar Pharmaceuticals (AMPH) | 0.0 | $19k | 1.0k | 19.00 | |
Caleres (CAL) | 0.0 | $68k | 2.9k | 23.81 | |
Shopify Inc cl a (SHOP) | 0.0 | $14k | 35.00 | 400.00 | |
Kraft Heinz (KHC) | 0.0 | $2.0k | 73.00 | 27.40 | |
Nomad Foods (NOMD) | 0.0 | $2.0k | 104.00 | 19.23 | |
Under Armour Inc Cl C (UA) | 0.0 | $38k | 2.0k | 19.00 | |
Comstock Resources (CRK) | 0.0 | $3.0k | 400.00 | 7.50 | |
Capstar Finl Hldgs | 0.0 | $2.0k | 100.00 | 20.00 | |
Trade Desk (TTD) | 0.0 | $19k | 75.00 | 253.33 | |
Okta Inc cl a (OKTA) | 0.0 | $8.0k | 70.00 | 114.29 | |
Tapestry (TPR) | 0.0 | $63k | 2.3k | 26.99 | |
Cronos Group (CRON) | 0.0 | $2.0k | 200.00 | 10.00 | |
Motley Fool 100 Index Etf etf (TMFC) | 0.0 | $5.0k | 200.00 | 25.00 | |
Iqiyi (IQ) | 0.0 | $3.0k | 125.00 | 24.00 | |
Spirit Mta Reit | 0.0 | $0 | 551.00 | 0.00 | |
Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $20k | 339.00 | 59.00 | |
Docusign (DOCU) | 0.0 | $7.0k | 95.00 | 73.68 | |
Invesco Exchange Traded Fd T zacks mid cap (CZA) | 0.0 | $37k | 475.00 | 77.89 | |
Uxin Ltd ads | 0.0 | $0 | 110.00 | 0.00 | |
Bofi Holding (AX) | 0.0 | $13k | 440.00 | 29.55 | |
Garrett Motion (GTX) | 0.0 | $0 | 4.00 | 0.00 | |
Tilray (TLRY) | 0.0 | $999.900000 | 45.00 | 22.22 | |
Spirit Realty Capital | 0.0 | $54k | 1.1k | 49.00 | |
Upwork (UPWK) | 0.0 | $3.0k | 300.00 | 10.00 | |
Fox Corp (FOXA) | 0.0 | $11k | 295.00 | 37.29 | |
Lyft (LYFT) | 0.0 | $15k | 350.00 | 42.86 | |
Corteva (CTVA) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Kontoor Brands (KTB) | 0.0 | $41k | 983.00 | 41.71 | |
Rts/bristol-myers Squibb Compa | 0.0 | $5.0k | 1.8k | 2.86 |