Pinnacle Financial Partners

Pinnacle Financial Partners as of March 31, 2022

Portfolio Holdings for Pinnacle Financial Partners

Pinnacle Financial Partners holds 439 positions in its portfolio as reported in the March 2022 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) 4.8 $150M 361k 415.17
Apple (AAPL) 4.5 $141M 809k 174.61
Microsoft Corporation (MSFT) 3.8 $119M 385k 308.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $93M 205k 451.64
Pinnacle Financial Partners (PNFP) 2.1 $68M 737k 92.08
UnitedHealth (UNH) 2.0 $63M 123k 509.97
Amazon (AMZN) 1.9 $61M 19k 3259.95
Visa Com Cl A (V) 1.8 $56M 250k 221.77
JPMorgan Chase & Co. (JPM) 1.7 $54M 399k 136.32
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $50M 596k 83.35
Alphabet Cap Stk Cl A (GOOGL) 1.5 $48M 17k 2781.38
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $48M 174k 277.63
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $42M 874k 48.03
Union Pacific Corporation (UNP) 1.3 $42M 153k 273.21
Hca Holdings (HCA) 1.3 $40M 160k 250.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $37M 70.00 528857.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $36M 706k 51.55
Alphabet Cap Stk Cl C (GOOG) 1.1 $35M 13k 2792.85
Thermo Fisher Scientific (TMO) 1.0 $33M 56k 590.69
Lockheed Martin Corporation (LMT) 1.0 $31M 70k 441.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $31M 396k 78.09
Vanguard Index Fds Growth Etf (VUG) 1.0 $31M 107k 287.59
Emerson Electric (EMR) 0.9 $30M 304k 98.05
Exxon Mobil Corporation (XOM) 0.9 $29M 351k 82.59
Chevron Corporation (CVX) 0.9 $29M 178k 162.83
CVS Caremark Corporation (CVS) 0.9 $29M 286k 101.20
Automatic Data Processing (ADP) 0.9 $28M 124k 227.54
Johnson & Johnson (JNJ) 0.9 $27M 155k 177.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $26M 115k 227.67
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $26M 155k 165.98
Home Depot (HD) 0.8 $25M 83k 299.32
Comcast Corp Cl A (CMCSA) 0.8 $24M 521k 46.82
Abbvie (ABBV) 0.7 $23M 144k 162.11
American Express Company (AXP) 0.7 $23M 124k 186.99
United Parcel Service CL B (UPS) 0.7 $23M 107k 214.46
Ishares Tr Msci Eafe Etf (EFA) 0.7 $22M 301k 73.60
Nextera Energy (NEE) 0.7 $22M 257k 84.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $22M 471k 46.13
Valero Energy Corporation (VLO) 0.7 $21M 204k 101.54
Us Bancorp Del Com New (USB) 0.6 $20M 370k 53.15
Walt Disney Company (DIS) 0.6 $20M 143k 137.16
Ishares Tr Russell 2000 Etf (IWM) 0.6 $19M 93k 205.27
Nike CL B (NKE) 0.6 $18M 137k 134.56
Intel Corporation (INTC) 0.6 $18M 364k 49.56
Pfizer (PFE) 0.6 $18M 342k 51.77
Costco Wholesale Corporation (COST) 0.5 $17M 30k 575.84
Ishares Tr Blackrock Ultra (ICSH) 0.5 $17M 337k 50.15
Eaton Corp SHS (ETN) 0.5 $17M 109k 151.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $16M 61k 268.34
Procter & Gamble Company (PG) 0.5 $16M 107k 152.80
Danaher Corporation (DHR) 0.5 $16M 56k 293.33
Truist Financial Corp equities (TFC) 0.5 $16M 287k 56.70
American Tower Reit (AMT) 0.5 $16M 65k 251.19
Merck & Co (MRK) 0.5 $16M 191k 82.05
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $16M 517k 30.13
Bank Of Montreal Cadcom (BMO) 0.5 $16M 132k 117.97
AutoZone (AZO) 0.5 $15M 7.5k 2044.84
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.5 $15M 125k 122.05
S&p Global (SPGI) 0.5 $15M 37k 410.17
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $15M 63k 237.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $15M 43k 352.89
Pepsi (PEP) 0.5 $14M 86k 167.38
Ishares Tr Core S&p500 Etf (IVV) 0.5 $14M 32k 453.68
Amgen (AMGN) 0.4 $14M 58k 241.82
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $14M 40k 346.82
General Dynamics Corporation (GD) 0.4 $14M 58k 241.15
Meta Platforms Cl A (META) 0.4 $14M 62k 222.39
Medtronic SHS (MDT) 0.4 $14M 124k 110.95
Cisco Systems (CSCO) 0.4 $14M 242k 55.76
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $13M 123k 107.88
Paypal Holdings (PYPL) 0.4 $13M 114k 115.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $13M 53k 248.14
TJX Companies (TJX) 0.4 $13M 214k 60.58
Coca-Cola Company (KO) 0.4 $13M 204k 62.00
Eli Lilly & Co. (LLY) 0.4 $13M 44k 286.38
Honeywell International (HON) 0.4 $12M 64k 194.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $12M 25k 490.42
BlackRock 0.4 $12M 16k 764.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $12M 69k 175.94
Capital One Financial (COF) 0.4 $12M 92k 131.30
Digital Realty Trust (DLR) 0.4 $12M 83k 141.80
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $12M 104k 112.25
EOG Resources (EOG) 0.4 $12M 97k 119.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $12M 223k 51.72
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.4 $12M 249k 46.25
Bank of America Corporation (BAC) 0.4 $12M 278k 41.22
Weyerhaeuser Com New (WY) 0.4 $11M 298k 37.90
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $11M 90k 125.10
NVIDIA Corporation (NVDA) 0.3 $11M 40k 272.84
Servicenow (NOW) 0.3 $11M 19k 556.84
Verizon Communications (VZ) 0.3 $10M 205k 50.94
Pioneer Natural Resources 0.3 $10M 42k 250.06
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $10M 99k 104.94
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $10M 102k 100.50
Mondelez Intl Cl A (MDLZ) 0.3 $10M 163k 62.78
Omni (OMC) 0.3 $10M 119k 84.88
Qualcomm (QCOM) 0.3 $10M 66k 152.84
Laboratory Corp Amer Hldgs Com New 0.3 $10M 38k 263.57
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $9.6M 118k 81.90
Adobe Systems Incorporated (ADBE) 0.3 $9.6M 21k 455.69
FedEx Corporation (FDX) 0.3 $9.6M 41k 231.39
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $9.5M 87k 108.36
Dow (DOW) 0.3 $9.4M 147k 63.72
Enbridge (ENB) 0.3 $9.0M 196k 46.11
Diageo Spon Adr New (DEO) 0.3 $9.0M 44k 203.10
Duke Energy Corp Com New (DUK) 0.3 $8.8M 79k 111.67
Goldman Sachs (GS) 0.3 $8.7M 26k 330.16
Crown Castle Intl (CCI) 0.3 $8.0M 44k 184.61
Deere & Company (DE) 0.3 $8.0M 19k 415.49
L3harris Technologies (LHX) 0.3 $8.0M 32k 248.52
Dollar General (DG) 0.3 $8.0M 36k 222.70
Cme (CME) 0.3 $7.9M 33k 237.86
TransDigm Group Incorporated (TDG) 0.3 $7.9M 12k 651.63
Ishares Tr Select Divid Etf (DVY) 0.2 $7.9M 62k 128.13
Wells Fargo & Company (WFC) 0.2 $7.8M 161k 48.47
Southern Company (SO) 0.2 $7.5M 104k 72.51
General Motors Company (GM) 0.2 $7.4M 170k 43.75
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $7.3M 37k 198.02
Philip Morris International (PM) 0.2 $7.2M 77k 93.94
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $7.2M 46k 155.73
Charles Schwab Corporation (SCHW) 0.2 $7.1M 84k 84.36
Marvell Technology (MRVL) 0.2 $6.9M 97k 71.71
Micron Technology (MU) 0.2 $6.9M 89k 77.93
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $6.8M 57k 119.65
Kimberly-Clark Corporation (KMB) 0.2 $6.7M 54k 123.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $6.7M 78k 86.05
Abbott Laboratories (ABT) 0.2 $6.6M 56k 118.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $6.6M 55k 120.89
McDonald's Corporation (MCD) 0.2 $6.6M 27k 247.29
Microchip Technology (MCHP) 0.2 $6.4M 86k 75.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $6.4M 62k 102.39
Metropcs Communications (TMUS) 0.2 $6.3M 49k 128.36
FleetCor Technologies 0.2 $6.2M 25k 249.06
Fiserv (FI) 0.2 $6.1M 61k 101.36
Ishares Tr Core Msci Eafe (IEFA) 0.2 $6.1M 88k 69.49
salesforce (CRM) 0.2 $6.0M 29k 212.29
Booking Holdings (BKNG) 0.2 $6.0M 2.6k 2348.04
Altria (MO) 0.2 $6.0M 115k 52.24
Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.2 $6.0M 105k 56.58
Wal-Mart Stores (WMT) 0.2 $5.8M 39k 148.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $5.7M 16k 362.50
Caterpillar (CAT) 0.2 $5.6M 25k 222.81
Copart (CPRT) 0.2 $5.5M 44k 125.46
Robert Half International (RHI) 0.2 $5.5M 48k 114.19
Blackstone Group Inc Com Cl A (BX) 0.2 $5.3M 42k 126.87
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $5.1M 53k 96.27
CarMax (KMX) 0.2 $5.1M 52k 96.50
Air Products & Chemicals (APD) 0.2 $4.9M 20k 249.89
Waste Management (WM) 0.1 $4.7M 29k 158.50
Oracle Corporation (ORCL) 0.1 $4.6M 56k 82.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $4.4M 56k 77.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $4.2M 54k 76.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $4.0M 22k 180.66
Snap-on Incorporated (SNA) 0.1 $4.0M 20k 205.43
Ishares Tr Eafe Value Etf (EFV) 0.1 $4.0M 80k 50.26
Moody's Corporation (MCO) 0.1 $3.8M 11k 337.41
Dex (DXCM) 0.1 $3.7M 7.3k 511.57
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $3.6M 110k 32.66
Howard Hughes 0.1 $3.6M 34k 103.62
Bristol Myers Squibb (BMY) 0.1 $3.4M 46k 73.02
At&t (T) 0.1 $3.3M 141k 23.64
Select Sector Spdr Tr Energy (XLE) 0.1 $3.3M 43k 76.45
Regions Financial Corporation (RF) 0.1 $3.3M 146k 22.26
Mastercard Incorporated Cl A (MA) 0.1 $3.2M 9.0k 357.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $3.0M 53k 57.60
C H Robinson Worldwide Com New (CHRW) 0.1 $3.0M 28k 107.70
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $3.0M 36k 83.28
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $3.0M 42k 71.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.9M 18k 157.68
Kkr & Co (KKR) 0.1 $2.8M 48k 59.93
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $2.8M 34k 83.77
3M Company (MMM) 0.1 $2.8M 19k 148.90
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $2.8M 49k 57.40
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.7M 34k 78.04
International Business Machines (IBM) 0.1 $2.6M 20k 130.04
National Health Investors (NHI) 0.1 $2.5M 43k 59.02
Vulcan Materials Company (VMC) 0.1 $2.5M 13k 183.72
American Electric Power Company (AEP) 0.1 $2.4M 24k 99.78
Select Sector Spdr Tr Technology (XLK) 0.1 $2.3M 15k 158.90
Colgate-Palmolive Company (CL) 0.1 $2.3M 30k 75.85
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.3M 21k 107.11
Alcoa (AA) 0.1 $2.2M 25k 90.01
Starbucks Corporation (SBUX) 0.1 $2.2M 24k 90.94
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.2M 61k 36.42
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.2M 20k 109.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.2M 26k 82.27
Lowe's Companies (LOW) 0.1 $2.1M 11k 202.23
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $2.1M 20k 107.48
Raytheon Technologies Corp (RTX) 0.1 $2.1M 21k 99.06
Ishares Gold Tr Ishares New (IAU) 0.1 $2.1M 56k 36.82
Allstate Corporation (ALL) 0.1 $2.0M 15k 138.54
Lincoln National Corporation (LNC) 0.1 $2.0M 31k 65.35
General Mills (GIS) 0.1 $2.0M 29k 67.72
Dominion Resources (D) 0.1 $2.0M 23k 85.00
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.9M 12k 162.27
Rbc Cad (RY) 0.1 $1.9M 17k 110.27
Vanguard Index Fds Value Etf (VTV) 0.1 $1.9M 13k 147.83
Sherwin-Williams Company (SHW) 0.1 $1.8M 7.1k 249.74
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $1.8M 14k 128.10
Texas Instruments Incorporated (TXN) 0.1 $1.7M 9.5k 183.49
Travelers Companies (TRV) 0.1 $1.7M 9.2k 182.69
Ishares Core Msci Emkt (IEMG) 0.1 $1.7M 30k 55.56
HealthStream (HSTM) 0.1 $1.7M 83k 19.93
AFLAC Incorporated (AFL) 0.1 $1.6M 26k 64.40
Schlumberger Com Stk (SLB) 0.1 $1.6M 40k 41.28
Target Corporation (TGT) 0.0 $1.6M 7.4k 212.34
Apollo Global Mgmt (APO) 0.0 $1.6M 24k 64.94
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.5M 9.5k 161.35
Constellation Brands Cl A (STZ) 0.0 $1.5M 6.5k 230.31
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $1.5M 30k 50.52
Paychex (PAYX) 0.0 $1.4M 11k 136.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.4M 24k 59.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.4M 31k 45.15
National HealthCare Corporation (NHC) 0.0 $1.4M 20k 70.23
Stryker Corporation (SYK) 0.0 $1.4M 5.1k 267.36
CSX Corporation (CSX) 0.0 $1.4M 36k 37.45
Anthem (ELV) 0.0 $1.4M 2.7k 491.38
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $1.3M 27k 49.02
Enterprise Products Partners (EPD) 0.0 $1.3M 50k 25.78
Williams Companies (WMB) 0.0 $1.3M 39k 33.39
SYSCO Corporation (SYY) 0.0 $1.3M 16k 81.66
Norfolk Southern (NSC) 0.0 $1.3M 4.5k 285.26
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $1.3M 17k 74.45
Chubb (CB) 0.0 $1.3M 5.9k 213.89
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $1.2M 13k 93.50
Netflix (NFLX) 0.0 $1.2M 3.2k 374.72
ConocoPhillips (COP) 0.0 $1.2M 12k 99.97
Tesla Motors (TSLA) 0.0 $1.2M 1.1k 1077.99
Accenture Plc Ireland Shs Class A (ACN) 0.0 $1.1M 3.4k 337.15
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $1.1M 15k 78.12
Kinder Morgan (KMI) 0.0 $1.1M 60k 18.89
Ecolab (ECL) 0.0 $1.1M 6.2k 176.38
Fortinet (FTNT) 0.0 $1.1M 3.2k 341.71
Northrop Grumman Corporation (NOC) 0.0 $1.1M 2.4k 447.51
Ishares Tr Russell 3000 Etf (IWV) 0.0 $1.0M 4.0k 262.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.0M 10k 100.98
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $1.0M 14k 72.76
Linde SHS 0.0 $982k 3.1k 319.50
Asml Holding N V N Y Registry Shs (ASML) 0.0 $952k 1.4k 667.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $909k 6.6k 136.88
Jack Henry & Associates (JKHY) 0.0 $895k 4.5k 196.89
Cintas Corporation (CTAS) 0.0 $873k 2.1k 425.21
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $871k 27k 31.81
Yum! Brands (YUM) 0.0 $868k 7.3k 118.45
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $859k 3.9k 222.83
Broadcom (AVGO) 0.0 $834k 1.3k 629.50
Starwood Property Trust (STWD) 0.0 $803k 33k 24.17
Clorox Company (CLX) 0.0 $789k 5.7k 139.11
Wp Carey (WPC) 0.0 $788k 9.9k 80.00
Parker-Hannifin Corporation (PH) 0.0 $780k 2.8k 283.46
Principal Exchange-traded Spectrum Pfd (PREF) 0.0 $778k 41k 18.99
Sonoco Products Company (SON) 0.0 $777k 12k 62.54
PNC Financial Services (PNC) 0.0 $772k 4.2k 184.38
Hershey Company (HSY) 0.0 $762k 3.5k 216.42
General Electric Com New (GE) 0.0 $754k 8.2k 91.53
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.0 $737k 35k 21.01
Intuit (INTU) 0.0 $727k 1.5k 481.06
Ishares Tr Short Treas Bd (SHV) 0.0 $678k 6.1k 110.30
Chipotle Mexican Grill (CMG) 0.0 $666k 421.00 1582.13
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $655k 5.9k 111.32
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $648k 8.4k 77.27
Atmos Energy Corporation (ATO) 0.0 $635k 5.3k 119.58
Fortune Brands (FBIN) 0.0 $625k 8.4k 74.26
Genuine Parts Company (GPC) 0.0 $616k 4.9k 126.11
Glaxosmithkline Sponsored Adr 0.0 $597k 14k 43.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $597k 16k 36.75
Jones Lang LaSalle Incorporated (JLL) 0.0 $595k 2.5k 239.63
Intercontinental Exchange (ICE) 0.0 $585k 4.4k 132.01
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $584k 52k 11.19
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $561k 12k 47.36
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $554k 4.2k 132.11
Progressive Corporation (PGR) 0.0 $544k 4.8k 114.13
Select Sector Spdr Tr Financial (XLF) 0.0 $543k 14k 38.27
Tc Energy Corp (TRP) 0.0 $542k 9.6k 56.42
McKesson Corporation (MCK) 0.0 $529k 1.7k 306.29
Monolithic Power Systems (MPWR) 0.0 $511k 1.1k 485.07
Prudential Financial (PRU) 0.0 $509k 4.3k 118.11
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $508k 8.5k 60.05
Ameren Corporation (AEE) 0.0 $507k 5.4k 93.80
Zoetis Cl A (ZTS) 0.0 $499k 2.6k 188.57
Dupont De Nemours (DD) 0.0 $480k 6.5k 73.65
Ford Motor Company (F) 0.0 $467k 28k 16.91
Roper Industries (ROP) 0.0 $466k 986.00 472.57
Boeing Company (BA) 0.0 $459k 2.4k 191.47
Ares Capital Corporation (ARCC) 0.0 $456k 22k 20.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $455k 17k 27.56
Southern Copper Corporation (SCCO) 0.0 $452k 6.0k 75.94
Xylem (XYL) 0.0 $447k 5.2k 85.21
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $445k 7.1k 62.28
Archer Daniels Midland Company (ADM) 0.0 $430k 4.8k 90.28
Nucor Corporation (NUE) 0.0 $425k 2.9k 148.65
Yum China Holdings (YUMC) 0.0 $421k 10k 41.43
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $417k 1.9k 215.84
Walgreen Boots Alliance (WBA) 0.0 $411k 9.2k 44.78
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $409k 4.0k 102.48
Cibc Cad (CM) 0.0 $406k 3.3k 121.81
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $405k 4.3k 93.62
Lauder Estee Cos Cl A (EL) 0.0 $396k 1.5k 272.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $395k 5.3k 74.90
Citigroup Com New (C) 0.0 $377k 7.1k 53.32
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $372k 2.2k 170.80
Lululemon Athletica (LULU) 0.0 $370k 1.0k 364.89
4068594 Enphase Energy (ENPH) 0.0 $369k 1.8k 201.93
Trane Technologies SHS (TT) 0.0 $350k 2.3k 152.56
Jacobs Engineering 0.0 $348k 2.5k 137.63
Prologis (PLD) 0.0 $346k 2.1k 161.43
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $342k 1.9k 184.86
Ishares Tr Ishares Biotech (IBB) 0.0 $342k 2.6k 130.29
Phillips 66 (PSX) 0.0 $341k 3.9k 86.30
Ameriprise Financial (AMP) 0.0 $339k 1.1k 300.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $338k 4.5k 75.94
Motorola Solutions Com New (MSI) 0.0 $333k 1.4k 242.42
Veeva Sys Cl A Com (VEEV) 0.0 $332k 1.6k 212.84
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $318k 2.9k 108.05
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $311k 3.5k 88.05
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $311k 1.5k 207.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $310k 3.0k 104.30
Advanced Micro Devices (AMD) 0.0 $310k 2.8k 109.38
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $306k 3.9k 78.76
Tyler Technologies (TYL) 0.0 $306k 687.00 445.19
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $299k 850.00 351.76
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $297k 1.6k 182.99
Consolidated Edison (ED) 0.0 $286k 3.0k 94.70
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $281k 10k 27.82
BP Sponsored Adr (BP) 0.0 $276k 9.4k 29.41
Monster Beverage Corp (MNST) 0.0 $276k 3.5k 79.98
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $276k 2.8k 97.77
Kroger (KR) 0.0 $274k 4.8k 57.37
Morgan Stanley Com New (MS) 0.0 $270k 3.1k 87.26
Sanofi Sponsored Adr (SNY) 0.0 $268k 5.2k 51.40
Align Technology (ALGN) 0.0 $268k 614.00 435.81
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $267k 4.5k 58.80
Yeti Hldgs (YETI) 0.0 $266k 4.4k 59.82
Globant S A (GLOB) 0.0 $264k 1.0k 262.02
Blackstone Gso Flting Rte Fu (BSL) 0.0 $263k 17k 15.28
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $263k 4.9k 53.94
Tor Dom Bk Cad (TD) 0.0 $249k 3.1k 79.43
Oneok (OKE) 0.0 $247k 3.5k 70.62
Hp (HPQ) 0.0 $243k 6.7k 36.28
Fox Corp Cl A Com (FOXA) 0.0 $240k 6.1k 39.39
Illinois Tool Works (ITW) 0.0 $236k 1.1k 209.03
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $233k 4.9k 47.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $224k 4.2k 53.38
Trex Company (TREX) 0.0 $223k 3.4k 65.53
Carrier Global Corporation (CARR) 0.0 $222k 4.8k 45.77
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $221k 2.5k 88.90
Ishares Tr National Mun Etf (MUB) 0.0 $218k 2.0k 109.60
Humana (HUM) 0.0 $218k 500.00 435.68
Boston Scientific Corporation (BSX) 0.0 $217k 4.9k 44.29
Johnson Ctls Intl SHS (JCI) 0.0 $216k 3.3k 65.45
Vaneck Etf Trust Emerging Mrkt Hi (HYEM) 0.0 $214k 11k 20.15
Invesco Exchange Traded Fd T Dwa Technology (PTF) 0.0 $213k 1.5k 138.31
Invesco Exchange Traded Fd T S&p500 Low Vol (SPLV) 0.0 $213k 3.2k 67.13
International Paper Company (IP) 0.0 $211k 4.6k 46.18
Vanguard Index Fds Small Cp Etf (VB) 0.0 $205k 964.00 212.66
Dropbox Cl A (DBX) 0.0 $205k 8.8k 23.28
Equinix (EQIX) 0.0 $204k 274.00 742.54
Ishares Msci Em Asia Etf (EEMA) 0.0 $184k 2.5k 73.95
Southwest Airlines (LUV) 0.0 $171k 3.7k 45.91
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $171k 12k 13.96
Continental Resources 0.0 $166k 2.7k 61.39
Ryman Hospitality Pptys (RHP) 0.0 $154k 1.7k 92.66
Canadian Pacific Railway 0.0 $147k 1.8k 82.68
Moderna (MRNA) 0.0 $142k 826.00 171.91
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $121k 1.6k 74.46
Nikola Corp 0.0 $121k 11k 10.74
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $118k 463.00 254.86
Draftkings Com Cl A 0.0 $113k 5.8k 19.40
Ishares Silver Tr Ishares (SLV) 0.0 $112k 4.9k 22.80
Surgery Partners (SGRY) 0.0 $110k 2.0k 55.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $108k 2.0k 54.00
Vmware Cl A Com 0.0 $99k 871.00 113.66
Tapestry (TPR) 0.0 $87k 2.3k 37.28
Marathon Petroleum Corp (MPC) 0.0 $86k 1.0k 86.00
Ishares Tr Tips Bd Etf (TIP) 0.0 $80k 644.00 124.22
Zoom Video Communications In Cl A (ZM) 0.0 $74k 630.00 117.46
Fortive (FTV) 0.0 $73k 1.2k 60.73
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $71k 1.6k 44.40
Mid-America Apartment (MAA) 0.0 $66k 314.00 210.19
AutoNation (AN) 0.0 $66k 660.00 100.00
South Jersey Industries 0.0 $65k 1.9k 34.36
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $53k 514.00 103.11
Hartford Financial Services (HIG) 0.0 $52k 720.00 72.22
BlackRock MuniHoldings Fund (MHD) 0.0 $51k 3.6k 14.20
Edwards Lifesciences (EW) 0.0 $51k 435.00 117.24
Spirit Rlty Cap Com New 0.0 $51k 1.1k 46.28
Fifth Third Ban (FITB) 0.0 $51k 1.2k 42.86
Old National Ban (ONB) 0.0 $50k 3.1k 16.39
Nuveen Build Amer Bd (NBB) 0.0 $50k 2.5k 19.81
Wheaton Precious Metals Corp (WPM) 0.0 $49k 1.0k 47.48
Hess (HES) 0.0 $48k 445.00 107.87
Devon Energy Corporation (DVN) 0.0 $48k 812.00 59.11
Freeport-mcmoran CL B (FCX) 0.0 $46k 928.00 49.57
Fb Finl (FBK) 0.0 $46k 1.0k 44.83
Blackrock Muniyield Insured Fund (MYI) 0.0 $46k 3.7k 12.43
New York City Reit 0.0 $41k 3.1k 13.12
Charles River Laboratories (CRL) 0.0 $38k 134.00 283.58
Nuveen Insd Dividend Advantage (NVG) 0.0 $37k 2.5k 14.74
Amphastar Pharmaceuticals (AMPH) 0.0 $36k 1.0k 36.00
Quanta Services (PWR) 0.0 $36k 270.00 133.33
Vail Resorts (MTN) 0.0 $33k 127.00 259.84
Discovery Com Ser A 0.0 $33k 1.3k 25.15
Under Armour CL C (UA) 0.0 $31k 2.0k 15.50
PPG Industries (PPG) 0.0 $29k 225.00 128.89
Blackstone Strategic Credit Com Shs Ben In (BGB) 0.0 $29k 2.2k 12.98
First Trust Value Line Dividend Indx Fnd (FVD) 0.0 $28k 670.00 41.79
Pimco Dynamic Income SHS (PDI) 0.0 $28k 1.1k 24.45
MercadoLibre (MELI) 0.0 $24k 20.00 1200.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $21k 270.00 77.78
Kayne Anderson MLP Investment (KYN) 0.0 $21k 2.3k 9.31
Summit Financial 0.0 $19k 744.00 25.54
Wec Energy Group (WEC) 0.0 $16k 164.00 97.56
Activision Blizzard 0.0 $15k 190.00 78.95
Alps Etf Tr Equal Sec Etf (EQL) 0.0 $15k 140.00 107.14
Otis Worldwide Corp (OTIS) 0.0 $15k 190.00 78.95
South State Corporation (SSB) 0.0 $14k 176.00 79.55
Twitter 0.0 $14k 360.00 38.89
Lyft Cl A Com (LYFT) 0.0 $13k 350.00 37.14
Nuveen Floating Rate Income Fund (JFR) 0.0 $13k 1.3k 10.16
Vontier Corporation (VNT) 0.0 $12k 479.00 25.05
Palantir Technologies Cl A (PLTR) 0.0 $12k 895.00 13.41
Viatris (VTRS) 0.0 $8.0k 779.00 10.27
Doubleline Opportunistic Cr (DBL) 0.0 $6.0k 378.00 15.87
Macquarie Infrastr Hold Common Units 0.0 $5.0k 1.5k 3.45
New Jersey Resources Corporation (NJR) 0.0 $5.0k 100.00 50.00
Flowers Foods (FLO) 0.0 $5.0k 200.00 25.00
Realty Income (O) 0.0 $3.0k 45.00 66.67
Citizens Financial (CFG) 0.0 $3.0k 57.00 52.63
Black Hills Corporation (BKH) 0.0 $3.0k 37.00 81.08
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $3.0k 94.00 31.91
Cigna Corp (CI) 0.0 $3.0k 12.00 250.00
Intuitive Surgical Com New (ISRG) 0.0 $3.0k 9.00 333.33
Eastman Chemical Company (EMN) 0.0 $2.0k 19.00 105.26
Corning Incorporated (GLW) 0.0 $2.0k 44.00 45.45
Nomad Foods Usd Ord Shs (NOMD) 0.0 $1.0k 52.00 19.23
Cognizant Technology Solutio Cl A (CTSH) 0.0 $1.0k 14.00 71.43
Kraft Heinz (KHC) 0.0 $1.0k 20.00 50.00
Lear Corp Com New (LEA) 0.0 $999.999900 9.00 111.11
Flowserve Corporation (FLS) 0.0 $999.999000 27.00 37.04