Pinnacle Financial Partners as of June 30, 2021
Portfolio Holdings for Pinnacle Financial Partners
Pinnacle Financial Partners holds 463 positions in its portfolio as reported in 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 | 603k | 86.16 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.9 | $48M | 176k | 271.48 | |
Amazon (AMZN) | 1.9 | $46M | 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 | 738k | 51.52 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $35M | 15k | 2441.81 | |
UnitedHealth (UNH) | 1.4 | $34M | 84k | 400.43 | |
Visa Com Cl A (V) | 1.3 | $33M | 142k | 233.82 | |
Vanguard Index Fds Growth Etf (VUG) | 1.2 | $31M | 108k | 286.80 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $31M | 373k | 82.71 | |
Hca Holdings (HCA) | 1.2 | $30M | 144k | 206.75 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $29M | 525k | 55.30 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $27M | 501k | 54.31 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $27M | 167k | 158.62 | |
Emerson Electric (EMR) | 1.0 | $25M | 264k | 96.24 | |
Intel Corporation (INTC) | 1.0 | $25M | 442k | 56.14 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $24M | 309k | 78.88 | |
Paypal Holdings (PYPL) | 1.0 | $24M | 82k | 291.47 | |
Home Depot (HD) | 0.9 | $23M | 73k | 318.89 | |
Lockheed Martin Corporation (LMT) | 0.9 | $23M | 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 | 168k | 130.53 | |
Automatic Data Processing (ADP) | 0.9 | $21M | 107k | 198.62 | |
Nike CL B (NKE) | 0.8 | $21M | 134k | 154.49 | |
Amgen (AMGN) | 0.8 | $21M | 84k | 243.75 | |
United Parcel Service CL B (UPS) | 0.8 | $19M | 93k | 207.97 | |
Us Bancorp Del Com New (USB) | 0.8 | $19M | 337k | 56.97 | |
Union Pacific Corporation (UNP) | 0.8 | $19M | 86k | 219.92 | |
Facebook Cl A (META) | 0.7 | $18M | 51k | 347.68 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $18M | 77k | 229.36 | |
Nextera Energy (NEE) | 0.7 | $18M | 240k | 73.28 | |
Honeywell International (HON) | 0.7 | $17M | 80k | 219.35 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $17M | 165k | 104.77 | |
At&t (T) | 0.7 | $17M | 594k | 28.78 | |
Johnson & Johnson (JNJ) | 0.7 | $17M | 103k | 164.73 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.7 | $17M | 326k | 50.52 | |
Chevron Corporation (CVX) | 0.6 | $16M | 150k | 104.74 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $15M | 58k | 268.72 | |
Abbvie (ABBV) | 0.6 | $15M | 137k | 112.64 | |
Truist Financial Corp equities (TFC) | 0.6 | $15M | 271k | 55.50 | |
CVS Caremark Corporation (CVS) | 0.6 | $15M | 179k | 83.43 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.6 | $15M | 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 | 95k | 150.46 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $14M | 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 | 52k | 268.35 | |
S&p Global (SPGI) | 0.6 | $14M | 34k | 410.47 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.6 | $14M | 437k | 31.30 | |
Valero Energy Corporation (VLO) | 0.5 | $14M | 173k | 78.08 | |
Exxon Mobil Corporation (XOM) | 0.5 | $13M | 213k | 63.08 | |
Pepsi (PEP) | 0.5 | $13M | 90k | 148.17 | |
BlackRock (BLK) | 0.5 | $13M | 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 | 8.6k | 1492.43 | |
Pfizer (PFE) | 0.5 | $13M | 324k | 39.16 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $13M | 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 | 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 | 24k | 491.01 | |
Bank Of Montreal Cadcom (BMO) | 0.5 | $12M | 113k | 102.56 | |
Duke Energy Corp Com New (DUK) | 0.5 | $12M | 117k | 98.72 | |
TJX Companies (TJX) | 0.4 | $11M | 161k | 67.42 | |
Cisco Systems (CSCO) | 0.4 | $11M | 205k | 53.00 | |
Medtronic SHS (MDT) | 0.4 | $11M | 87k | 124.13 | |
Eli Lilly & Co. (LLY) | 0.4 | $11M | 47k | 229.51 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $10M | 36k | 289.80 | |
Coca-Cola Company (KO) | 0.4 | $10M | 189k | 54.11 | |
Victory Portfolio Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $10M | 230k | 44.14 | |
Dollar General (DG) | 0.4 | $9.9M | 46k | 216.46 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $9.9M | 110k | 89.95 | |
3M Company (MMM) | 0.4 | $9.7M | 49k | 198.63 | |
Oracle Corporation (ORCL) | 0.4 | $9.6M | 123k | 77.84 | |
General Dynamics Corporation (GD) | 0.4 | $9.5M | 50k | 188.25 | |
Bank of America Corporation (BAC) | 0.4 | $9.5M | 229k | 41.24 | |
Costco Wholesale Corporation (COST) | 0.4 | $9.4M | 24k | 395.67 | |
Walt Disney Company (DIS) | 0.4 | $9.4M | 53k | 175.76 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.4 | $9.3M | 271k | 34.42 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $9.1M | 33k | 277.95 | |
General Motors Company (GM) | 0.4 | $8.9M | 150k | 59.17 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $8.8M | 66k | 133.78 | |
American Express Company (AXP) | 0.4 | $8.7M | 53k | 165.23 | |
Merck & Co (MRK) | 0.3 | $8.6M | 111k | 77.76 | |
Dow (DOW) | 0.3 | $8.4M | 133k | 63.28 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $8.4M | 82k | 101.78 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $8.3M | 133k | 62.44 | |
Omni (OMC) | 0.3 | $7.9M | 98k | 80.00 | |
Qualcomm (QCOM) | 0.3 | $7.7M | 54k | 142.87 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $7.4M | 36k | 207.45 | |
Crown Castle Intl (CCI) | 0.3 | $7.3M | 38k | 195.11 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $7.3M | 54k | 134.36 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $6.8M | 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 | 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 | 52k | 115.92 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $6.0M | 52k | 114.98 | |
Philip Morris International (PM) | 0.2 | $5.8M | 59k | 99.11 | |
Cme (CME) | 0.2 | $5.7M | 27k | 212.68 | |
McDonald's Corporation (MCD) | 0.2 | $5.7M | 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 | 38k | 147.64 | |
Microchip Technology (MCHP) | 0.2 | $5.6M | 37k | 149.74 | |
Air Products & Chemicals (APD) | 0.2 | $5.6M | 19k | 287.69 | |
NVIDIA Corporation (NVDA) | 0.2 | $5.5M | 6.8k | 800.06 | |
salesforce (CRM) | 0.2 | $5.4M | 22k | 244.29 | |
Thermo Fisher Scientific (TMO) | 0.2 | $5.3M | 11k | 504.40 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $5.2M | 49k | 107.28 | |
CarMax (KMX) | 0.2 | $5.1M | 40k | 129.12 | |
Metropcs Communications (TMUS) | 0.2 | $5.0M | 35k | 144.84 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $4.9M | 29k | 173.65 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.2 | $4.9M | 95k | 50.99 | |
Wal-Mart Stores (WMT) | 0.2 | $4.8M | 34k | 141.03 | |
EOG Resources (EOG) | 0.2 | $4.6M | 55k | 83.55 | |
Altria (MO) | 0.2 | $4.5M | 95k | 47.68 | |
Dominion Resources (D) | 0.2 | $4.2M | 57k | 73.57 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $4.2M | 75k | 55.15 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $4.0M | 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 | 72k | 51.76 | |
American Tower Reit (AMT) | 0.1 | $3.6M | 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 | 21k | 165.64 | |
Ecolab (ECL) | 0.1 | $3.4M | 17k | 205.98 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $3.3M | 48k | 69.82 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.3M | 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 | 16k | 195.50 | |
Bristol Myers Squibb (BMY) | 0.1 | $3.0M | 46k | 66.82 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $3.0M | 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 | 47k | 63.62 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $3.0M | 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 | 45k | 63.39 | |
Copart (CPRT) | 0.1 | $2.7M | 20k | 131.80 | |
Starbucks Corporation (SBUX) | 0.1 | $2.6M | 23k | 111.84 | |
Howard Hughes | 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 | 17k | 146.61 | |
Colgate-Palmolive Company (CL) | 0.1 | $2.5M | 30k | 81.37 | |
HealthStream (HSTM) | 0.1 | $2.3M | 83k | 27.94 | |
American Electric Power Company (AEP) | 0.1 | $2.3M | 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 | 24k | 88.06 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | 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 | 24k | 82.17 | |
Sherwin-Williams Company (SHW) | 0.1 | $1.9M | 7.1k | 272.38 | |
Allstate Corporation (ALL) | 0.1 | $1.9M | 15k | 130.46 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.9M | 48k | 39.33 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $1.9M | 16k | 115.47 | |
Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | 22k | 85.30 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.8M | 23k | 79.23 | |
Netflix (NFLX) | 0.1 | $1.8M | 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 | 28k | 60.94 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | 8.9k | 192.26 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.7M | 26k | 65.77 | |
Caterpillar (CAT) | 0.1 | $1.7M | 7.6k | 217.65 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.6M | 9.8k | 165.72 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.6M | 11k | 147.69 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $1.6M | 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 | 31k | 49.57 | |
Apollo Global Mgmt Com Cl A | 0.1 | $1.5M | 24k | 62.21 | |
Cintas Corporation (CTAS) | 0.1 | $1.5M | 3.8k | 382.06 | |
National HealthCare Corporation (NHC) | 0.1 | $1.5M | 21k | 69.90 | |
Norfolk Southern (NSC) | 0.1 | $1.4M | 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 | 26k | 53.88 | |
Target Corporation (TGT) | 0.1 | $1.4M | 5.8k | 241.80 | |
Constellation Brands Cl A (STZ) | 0.1 | $1.4M | 6.0k | 233.84 | |
AFLAC Incorporated (AFL) | 0.1 | $1.3M | 25k | 53.66 | |
FedEx Corporation (FDX) | 0.1 | $1.3M | 4.5k | 298.40 | |
Stryker Corporation (SYK) | 0.1 | $1.3M | 5.0k | 259.85 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $1.3M | 28k | 47.08 | |
Clorox Company (CLX) | 0.1 | $1.3M | 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 | 8.4k | 149.73 | |
Ishares Tr Short Treas Bd (SHV) | 0.0 | $1.2M | 11k | 110.61 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.2M | 11k | 115.27 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.2M | 36k | 33.70 | |
SYSCO Corporation (SYY) | 0.0 | $1.2M | 16k | 77.70 | |
Goldman Sachs (GS) | 0.0 | $1.2M | 3.2k | 379.43 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.2M | 8.5k | 136.92 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.2M | 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 | 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 | 0.0 | $1.1M | 6.6k | 162.56 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.0M | 17k | 63.20 | |
Wells Fargo & Company (WFC) | 0.0 | $1.0M | 23k | 45.30 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $999k | 12k | 80.97 | |
Schlumberger Com Stk (SLB) | 0.0 | $999k | 31k | 32.01 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $998k | 3.4k | 294.86 | |
Williams Companies (WMB) | 0.0 | $921k | 35k | 26.60 | |
Linde SHS | 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 | 1.3k | 691.18 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $873k | 6.9k | 125.97 | |
Chubb (CB) | 0.0 | $871k | 5.5k | 159.00 | |
Starwood Property Trust (STWD) | 0.0 | $849k | 32k | 26.17 | |
Fortune Brands (FBIN) | 0.0 | $848k | 8.5k | 99.58 | |
Wp Carey (WPC) | 0.0 | $837k | 11k | 74.38 | |
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $836k | 36k | 23.27 | |
Sonoco Products Company (SON) | 0.0 | $830k | 12k | 66.87 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $828k | 7.4k | 112.40 | |
Southwest Airlines (LUV) | 0.0 | $812k | 15k | 53.12 | |
Principal Exchange-traded Spectrum Pfd (PREF) | 0.0 | $785k | 38k | 20.74 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $781k | 21k | 36.43 | |
Intuit (INTU) | 0.0 | $775k | 1.6k | 490.16 | |
Chipotle Mexican Grill (CMG) | 0.0 | $763k | 492.00 | 1550.72 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $761k | 3.2k | 236.41 | |
Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $747k | 23k | 31.89 | |
Enbridge (ENB) | 0.0 | $737k | 18k | 40.05 | |
Lululemon Athletica (LULU) | 0.0 | $728k | 2.0k | 364.73 | |
Select Sector Spdr Tr Financial (XLF) | 0.0 | $714k | 20k | 36.71 | |
Fortinet (FTNT) | 0.0 | $710k | 3.0k | 238.19 | |
General Electric Company | 0.0 | $705k | 52k | 13.47 | |
PNC Financial Services (PNC) | 0.0 | $705k | 3.7k | 190.74 | |
Servicenow (NOW) | 0.0 | $705k | 1.3k | 549.65 | |
Sanofi Sponsored Adr (SNY) | 0.0 | $681k | 13k | 52.65 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $667k | 6.5k | 101.85 | |
Booking Holdings (BKNG) | 0.0 | $666k | 304.00 | 2190.91 | |
Anthem (ELV) | 0.0 | $661k | 1.7k | 381.54 | |
Genuine Parts Company (GPC) | 0.0 | $640k | 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 | 5.2k | 119.90 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $627k | 24k | 26.61 | |
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $625k | 5.8k | 106.97 | |
Cibc Cad (CM) | 0.0 | $619k | 5.4k | 113.85 | |
Ishares Tr Core Div Grwth (DGRO) | 0.0 | $617k | 12k | 50.37 | |
Hershey Company (HSY) | 0.0 | $613k | 3.5k | 174.13 | |
Boeing Company (BA) | 0.0 | $611k | 2.5k | 239.63 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $609k | 8.5k | 71.96 | |
Broadcom (AVGO) | 0.0 | $579k | 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 | 11k | 51.79 | |
ConocoPhillips (COP) | 0.0 | $565k | 9.3k | 60.86 | |
Hormel Foods Corporation (HRL) | 0.0 | $556k | 12k | 47.71 | |
Glaxosmithkline Sponsored Adr | 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 | 1.5k | 317.81 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $481k | 7.1k | 67.32 | |
Roper Industries (ROP) | 0.0 | $476k | 1.0k | 469.59 | |
Dupont De Nemours (DD) | 0.0 | $469k | 6.1k | 77.38 | |
Align Technology (ALGN) | 0.0 | $466k | 762.00 | 611.41 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $463k | 44k | 10.64 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $448k | 17k | 26.86 | |
Ares Capital Corporation (ARCC) | 0.0 | $442k | 23k | 19.59 | |
Jacobs Engineering | 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 | 5.1k | 85.89 | |
Atmos Energy Corporation (ATO) | 0.0 | $436k | 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 | 2.0k | 216.34 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $419k | 1.00 | 419000.00 | |
Fiserv (FI) | 0.0 | $416k | 3.9k | 106.80 | |
Morgan Stanley Com New (MS) | 0.0 | $416k | 4.5k | 91.74 | |
Progressive Corporation (PGR) | 0.0 | $409k | 4.2k | 98.08 | |
Yeti Hldgs (YETI) | 0.0 | $408k | 4.4k | 91.89 | |
Tc Energy Corp (TRP) | 0.0 | $404k | 8.2k | 49.50 | |
Jack Henry & Associates (JKHY) | 0.0 | $404k | 2.5k | 163.48 | |
Intercontinental Exchange (ICE) | 0.0 | $404k | 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 | 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 | 3.0k | 120.03 | |
Diageo Spon Adr New (DEO) | 0.0 | $362k | 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 | 1.9k | 178.82 | |
Globant S A (GLOB) | 0.0 | $333k | 1.5k | 219.36 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $333k | 1.1k | 311.65 | |
Citigroup Com New (C) | 0.0 | $332k | 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 | 766.00 | 415.14 | |
Tyler Technologies (TYL) | 0.0 | $312k | 688.00 | 453.12 | |
Progyny (PGNY) | 0.0 | $310k | 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 | 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 | 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 | 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 | 876.00 | 311.36 | |
Zoetis Cl A (ZTS) | 0.0 | $268k | 1.4k | 186.36 | |
Humana (HUM) | 0.0 | $267k | 604.00 | 442.71 | |
Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $263k | 4.6k | 57.60 | |
Chegg (CHGG) | 0.0 | $262k | 3.2k | 83.14 | |
Flexshares Tr Cr Scd Us Bd (SKOR) | 0.0 | $260k | 4.8k | 54.17 | |
Five Below (FIVE) | 0.0 | $255k | 1.3k | 193.28 | |
BP Sponsored Adr (BP) | 0.0 | $255k | 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 | 2.2k | 116.83 | |
Element Solutions (ESI) | 0.0 | $255k | 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 | 3.9k | 64.43 | |
Global Net Lease Com New (GNL) | 0.0 | $244k | 13k | 18.50 | |
Unum (UNM) | 0.0 | $244k | 8.6k | 28.39 | |
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 0.0 | $244k | 10k | 23.90 | |
Itt (ITT) | 0.0 | $240k | 2.6k | 91.50 | |
Cimarex Energy | 0.0 | $240k | 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 | 4.8k | 48.68 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $236k | 2.2k | 106.07 | |
Hamilton Lane Cl A (HLNE) | 0.0 | $233k | 2.6k | 91.18 | |
Motorola Solutions Com New (MSI) | 0.0 | $233k | 1.1k | 217.15 | |
Rh (RH) | 0.0 | $232k | 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 | 2.4k | 92.70 | |
Focus Finl Partners Com Cl A | 0.0 | $224k | 4.6k | 48.38 | |
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $220k | 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 | 3.9k | 55.53 | |
Boston Scientific Corporation (BSX) | 0.0 | $212k | 5.0k | 42.68 | |
McKesson Corporation (MCK) | 0.0 | $206k | 1.1k | 191.45 | |
Nikola Corp | 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 | 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 | 12k | 14.04 | |
Moderna (MRNA) | 0.0 | $159k | 676.00 | 235.21 | |
Continental Resources | 0.0 | $158k | 4.2k | 38.04 | |
Gan SHS (GAN) | 0.0 | $143k | 8.7k | 16.42 | |
Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $142k | 8.7k | 16.40 | |
Surgery Partners (SGRY) | 0.0 | $133k | 2.0k | 66.50 | |
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.0 | $120k | 1.6k | 73.85 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $112k | 1.1k | 102.38 | |
Nuveen High Income 2023 | 0.0 | $110k | 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 | 1.0k | 96.00 | |
Consolidated Edison (ED) | 0.0 | $90k | 1.3k | 72.00 | |
Marathon Petroleum Corp (MPC) | 0.0 | $89k | 1.5k | 60.54 | |
Putnam Premier Income Tr Sh Ben Int (PPT) | 0.0 | $84k | 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 | 565.00 | 116.81 | |
Two Hbrs Invt Corp Com New reit | 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 | 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 | 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 | 427.00 | 128.81 | |
Macquarie Infrastructure Company | 0.0 | $55k | 1.5k | 37.93 | |
Old National Ban (ONB) | 0.0 | $54k | 3.1k | 17.70 | |
Spirit Rlty Cap Com New | 0.0 | $53k | 1.1k | 48.09 | |
Mid-America Apartment (MAA) | 0.0 | $53k | 314.00 | 168.79 | |
Charles River Laboratories (CRL) | 0.0 | $50k | 134.00 | 373.13 | |
Prologis (PLD) | 0.0 | $50k | 419.00 | 119.33 | |
South Jersey Industries | 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 | 435.00 | 103.45 | |
Hartford Financial Services (HIG) | 0.0 | $45k | 720.00 | 62.50 | |
Fifth Third Ban (FITB) | 0.0 | $45k | 1.2k | 37.82 | |
Trane Technologies SHS (TT) | 0.0 | $44k | 238.00 | 184.87 | |
Avangrid (AGR) | 0.0 | $42k | 820.00 | 51.22 | |
New York City Reit | 0.0 | $41k | 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 | |
National Retail Properties (NNN) | 0.0 | $37k | 785.00 | 47.13 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $37k | 161.00 | 229.81 | |
Under Armour Cl A (UA) | 0.0 | $37k | 2.0k | 18.50 | |
Key (KEY) | 0.0 | $36k | 1.8k | 20.45 | |
Aon Shs Cl A (AON) | 0.0 | $35k | 147.00 | 238.10 | |
Bce Com New (BCE) | 0.0 | $33k | 665.00 | 49.62 | |
Equinix (EQIX) | 0.0 | $32k | 40.00 | 800.00 | |
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $32k | 3.6k | 8.94 | |
Blackstone Strategic Credit Com Shs Ben Int (BGB) | 0.0 | $31k | 2.2k | 13.88 | |
Pimco Dynamic Cr Income Com Shs | 0.0 | $31k | 1.4k | 22.14 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $31k | 150.00 | 206.67 | |
MercadoLibre (MELI) | 0.0 | $31k | 20.00 | 1550.00 | |
American Water Works (AWK) | 0.0 | $30k | 195.00 | 153.85 | |
Expedia Group Com New (EXPE) | 0.0 | $29k | 175.00 | 165.71 | |
Citizens Financial (CFG) | 0.0 | $28k | 600.00 | 46.67 | |
First Tr Value Line Divid In SHS (FVD) | 0.0 | $28k | 700.00 | 40.00 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $27k | 385.00 | 70.13 | |
Applied Materials (AMAT) | 0.0 | $27k | 190.00 | 142.11 | |
Old Dominion Freight Line (ODFL) | 0.0 | $27k | 105.00 | 257.14 | |
Transunion (TRU) | 0.0 | $27k | 250.00 | 108.00 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $26k | 590.00 | 44.07 | |
Entergy Corporation (ETR) | 0.0 | $26k | 260.00 | 100.00 | |
MetLife (MET) | 0.0 | $26k | 440.00 | 59.09 | |
Synchrony Financial (SYF) | 0.0 | $26k | 535.00 | 48.60 | |
Ally Financial (ALLY) | 0.0 | $25k | 500.00 | 50.00 | |
0.0 | $25k | 360.00 | 69.44 | ||
Eversource Energy (ES) | 0.0 | $24k | 297.00 | 80.81 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $24k | 895.00 | 26.82 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $23k | 270.00 | 85.19 | |
Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg | 0.0 | $22k | 420.00 | 52.38 | |
eBay (EBAY) | 0.0 | $22k | 311.00 | 70.74 | |
Lyft Com Cl A (LYFT) | 0.0 | $21k | 350.00 | 60.00 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $21k | 339.00 | 61.95 | |
Kayne Anderson MLP Investment (KYN) | 0.0 | $20k | 2.3k | 8.87 | |
Exelon Corporation (EXC) | 0.0 | $20k | 454.00 | 44.05 | |
Amphastar Pharmaceuticals (AMPH) | 0.0 | $20k | 1.0k | 20.00 | |
Baxter International (BAX) | 0.0 | $19k | 240.00 | 79.17 | |
Alps Etf Tr Alerian Mlp (EQL) | 0.0 | $19k | 185.00 | 102.70 | |
Healthcare Tr Amer Cl A New | 0.0 | $18k | 680.00 | 26.47 | |
Discovery Com Ser A | 0.0 | $17k | 566.00 | 30.04 | |
Summit Financial | 0.0 | $16k | 744.00 | 21.51 | |
Otis Worldwide Corp (OTIS) | 0.0 | $16k | 190.00 | 84.21 | |
Vontier Corporation (VNT) | 0.0 | $16k | 479.00 | 33.40 | |
Wec Energy Group (WEC) | 0.0 | $15k | 164.00 | 91.46 | |
South State Corporation (SSB) | 0.0 | $14k | 176.00 | 79.55 | |
Viatris (VTRS) | 0.0 | $13k | 931.00 | 13.96 | |
Nuveen Floating Rate Income Fund (JFR) | 0.0 | $13k | 1.3k | 10.16 | |
Doubleline Opportunistic Cr (DBL) | 0.0 | $8.0k | 378.00 | 21.16 | |
Flowers Foods (FLO) | 0.0 | $5.0k | 200.00 | 25.00 | |
New Jersey Resources Corporation (NJR) | 0.0 | $4.0k | 100.00 | 40.00 | |
Church & Dwight (CHD) | 0.0 | $4.0k | 48.00 | 83.33 | |
Realty Income (O) | 0.0 | $3.0k | 45.00 | 66.67 | |
Liberty Global Shs Cl A | 0.0 | $3.0k | 95.00 | 31.58 | |
Black Hills Corporation (BKH) | 0.0 | $2.0k | 37.00 | 54.05 | |
Organon & Co Common Stock (OGN) | 0.0 | $1.0k | 38.00 | 26.32 | |
Nucor Corporation (NUE) | 0.0 | $1.0k | 6.00 | 166.67 | |
Gilead Sciences (GILD) | 0.0 | $999.999500 | 17.00 | 58.82 |