Pinnacle Financial Partners

Pinnacle Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Pinnacle Financial Partners

Pinnacle Financial Partners holds 517 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.8 $239M 566k 421.50
Apple (AAPL) 4.7 $231M 924k 250.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $197M 336k 586.08
Amazon (AMZN) 3.9 $194M 885k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $194M 359k 538.81
Alphabet Cap Stk Cl A (GOOGL) 3.1 $154M 812k 189.30
JPMorgan Chase & Co. (JPM) 3.0 $149M 621k 239.71
Visa Com Cl A (V) 2.7 $136M 431k 316.04
UnitedHealth (UNH) 2.4 $119M 235k 505.86
Pinnacle Financial Partners (PNFP) 1.6 $81M 708k 114.39
Exxon Mobil Corporation (XOM) 1.6 $78M 726k 107.57
Hca Holdings (HCA) 1.5 $77M 256k 300.15
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $72M 178k 401.58
Vanguard Index Fds Growth Etf (VUG) 1.4 $67M 164k 410.44
NVIDIA Corporation (NVDA) 1.2 $61M 453k 134.29
Alphabet Cap Stk Cl C (GOOG) 1.1 $57M 299k 190.44
Union Pacific Corporation (UNP) 1.1 $56M 248k 228.04
salesforce (CRM) 1.1 $52M 156k 334.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $50M 1.0M 47.82
American Express Company (AXP) 1.0 $49M 165k 296.79
TJX Companies (TJX) 0.9 $46M 379k 120.81
Home Depot (HD) 0.8 $42M 107k 388.99
Ishares Tr Core S&p500 Etf (IVV) 0.7 $37M 62k 588.68
Emerson Electric (EMR) 0.7 $36M 293k 123.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $35M 52.00 680920.00
Costco Wholesale Corporation (COST) 0.7 $35M 39k 916.27
Servicenow (NOW) 0.7 $33M 31k 1060.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $33M 178k 185.13
Honeywell International (HON) 0.6 $32M 140k 225.89
Abbvie (ABBV) 0.6 $31M 174k 177.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $31M 67k 453.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $30M 104k 289.81
Thermo Fisher Scientific (TMO) 0.6 $30M 57k 520.23
Chevron Corporation (CVX) 0.6 $30M 203k 144.84
Procter & Gamble Company (PG) 0.6 $29M 175k 167.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $28M 565k 50.13
Automatic Data Processing (ADP) 0.6 $28M 95k 292.73
Eli Lilly & Co. (LLY) 0.5 $27M 35k 772.00
Qualcomm (QCOM) 0.5 $27M 176k 153.62
Eaton Corp SHS (ETN) 0.5 $26M 79k 331.87
Lockheed Martin Corporation (LMT) 0.5 $26M 53k 485.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $25M 571k 44.04
Ishares Tr Msci Eafe Etf (EFA) 0.5 $25M 331k 75.61
Copart (CPRT) 0.5 $25M 431k 57.39
Spdr Gold Tr Gold Shs (GLD) 0.5 $24M 100k 242.13
Johnson & Johnson (JNJ) 0.5 $24M 166k 144.62
S&p Global (SPGI) 0.5 $24M 48k 498.03
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.5 $24M 465k 50.83
Cme (CME) 0.5 $24M 101k 232.23
Us Bancorp Del Com New (USB) 0.5 $23M 486k 47.83
International Business Machines (IBM) 0.5 $23M 104k 219.83
Meta Platforms Cl A (META) 0.5 $23M 39k 585.51
Merck & Co (MRK) 0.5 $23M 227k 99.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $22M 281k 78.01
EOG Resources (EOG) 0.4 $21M 175k 122.58
Ishares Tr Russell 2000 Etf (IWM) 0.4 $21M 95k 220.96
Sherwin-Williams Company (SHW) 0.4 $21M 62k 339.93
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $21M 179k 115.22
Bristol Myers Squibb (BMY) 0.4 $20M 361k 56.56
Comcast Corp Cl A (CMCSA) 0.4 $20M 529k 37.53
Bank of America Corporation (BAC) 0.4 $19M 441k 43.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $19M 34k 569.58
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $19M 197k 96.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $19M 305k 62.31
Valero Energy Corporation (VLO) 0.4 $19M 154k 122.59
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $18M 68k 264.13
Danaher Corporation (DHR) 0.4 $18M 76k 229.55
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $17M 211k 81.98
Philip Morris International (PM) 0.3 $17M 143k 120.35
Pepsi (PEP) 0.3 $17M 113k 152.06
Snap-on Incorporated (SNA) 0.3 $17M 50k 339.48
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $17M 40k 425.50
Coca-Cola Company (KO) 0.3 $17M 271k 62.26
AutoZone (AZO) 0.3 $17M 5.2k 3202.00
TransDigm Group Incorporated (TDG) 0.3 $17M 13k 1267.28
General Dynamics Corporation (GD) 0.3 $16M 62k 263.49
Quanta Services (PWR) 0.3 $16M 52k 316.05
Metropcs Communications (TMUS) 0.3 $16M 72k 220.73
Deere & Company (DE) 0.3 $16M 37k 423.70
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $16M 117k 135.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $16M 123k 127.59
Amgen (AMGN) 0.3 $16M 59k 260.64
CVS Caremark Corporation (CVS) 0.3 $15M 340k 44.89
Omni (OMC) 0.3 $15M 177k 86.04
Marvell Technology (MRVL) 0.3 $15M 137k 110.45
Palo Alto Networks (PANW) 0.3 $15M 80k 181.96
Apollo Global Mgmt (APO) 0.3 $15M 88k 165.16
Verizon Communications (VZ) 0.3 $15M 362k 39.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $14M 114k 126.75
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $14M 155k 92.45
Booking Holdings (BKNG) 0.3 $14M 2.8k 4968.42
Fiserv (FI) 0.3 $14M 68k 205.42
Bank Of Montreal Cadcom (BMO) 0.3 $14M 141k 97.05
American Tower Reit (AMT) 0.3 $13M 72k 183.41
Cibc Cad (CM) 0.3 $13M 208k 63.23
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.3 $13M 123k 105.60
Wal-Mart Stores (WMT) 0.3 $13M 142k 90.35
Ishares Tr Select Divid Etf (DVY) 0.3 $13M 97k 131.29
Nike CL B (NKE) 0.3 $13M 167k 75.67
Duke Energy Corp Com New (DUK) 0.3 $13M 116k 107.74
Medtronic SHS (MDT) 0.3 $13M 156k 79.88
Intuitive Surgical Com New (ISRG) 0.2 $12M 23k 521.96
Intercontinental Exchange (ICE) 0.2 $12M 81k 149.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $12M 23k 511.23
Chipotle Mexican Grill (CMG) 0.2 $11M 189k 60.30
Micron Technology (MU) 0.2 $11M 135k 84.16
United Parcel Service CL B (UPS) 0.2 $11M 90k 126.10
Monolithic Power Systems (MPWR) 0.2 $11M 19k 591.70
Air Products & Chemicals (APD) 0.2 $11M 38k 290.04
Altria (MO) 0.2 $11M 208k 52.29
Linde SHS (LIN) 0.2 $11M 26k 418.67
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $11M 210k 51.70
Intuit (INTU) 0.2 $11M 17k 628.51
Southern Company (SO) 0.2 $11M 130k 82.32
Cintas Corporation (CTAS) 0.2 $11M 58k 182.70
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $11M 353k 29.86
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $11M 131k 80.27
Waste Management (WM) 0.2 $10M 51k 201.79
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $10M 330k 30.52
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $10M 115k 87.33
Oracle Corporation (ORCL) 0.2 $9.8M 59k 166.64
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $9.8M 92k 106.04
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $9.6M 341k 28.15
McDonald's Corporation (MCD) 0.2 $9.6M 33k 289.89
Fastenal Company (FAST) 0.2 $9.5M 133k 71.91
Corpay Com Shs (CPAY) 0.2 $9.5M 28k 338.42
Labcorp Holdings Com Shs (LH) 0.2 $9.4M 41k 229.32
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $9.3M 93k 99.54
Abbott Laboratories (ABT) 0.2 $9.2M 81k 113.11
American Electric Power Company (AEP) 0.2 $8.8M 96k 92.23
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $8.8M 46k 190.88
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $8.7M 151k 57.53
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $8.4M 87k 96.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $8.4M 146k 57.41
Ishares Tr Blackrock Ultra (ICSH) 0.2 $8.2M 163k 50.43
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $8.2M 71k 115.55
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $8.2M 42k 195.83
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $8.2M 75k 108.61
Enbridge (ENB) 0.2 $8.0M 189k 42.43
Generac Holdings (GNRC) 0.2 $7.9M 51k 155.05
Mondelez Intl Cl A (MDLZ) 0.2 $7.7M 128k 59.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $7.7M 75k 101.53
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $7.6M 59k 129.34
L3harris Technologies (LHX) 0.2 $7.6M 36k 210.28
Zoetis Cl A (ZTS) 0.2 $7.5M 46k 162.93
Select Sector Spdr Tr Technology (XLK) 0.1 $7.2M 31k 232.52
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $7.2M 69k 103.30
Blackstone Group Inc Com Cl A (BX) 0.1 $6.8M 40k 172.42
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $6.8M 120k 56.48
Caterpillar (CAT) 0.1 $6.7M 19k 362.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $6.7M 34k 198.18
Verisign (VRSN) 0.1 $6.7M 32k 206.96
Diageo Spon Adr New (DEO) 0.1 $6.6M 52k 127.13
Ishares Tr Core Msci Eafe (IEFA) 0.1 $6.6M 94k 70.28
Netflix (NFLX) 0.1 $6.6M 7.4k 891.32
Mastercard Incorporated Cl A (MA) 0.1 $6.5M 12k 526.57
Kkr & Co (KKR) 0.1 $6.3M 43k 147.91
Cisco Systems (CSCO) 0.1 $6.2M 105k 59.20
LSI Industries (LYTS) 0.1 $6.2M 318k 19.42
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $6.2M 58k 106.84
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $6.1M 82k 74.73
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $6.1M 22k 280.06
Otis Worldwide Corp (OTIS) 0.1 $6.0M 65k 92.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $5.9M 67k 89.08
Broadcom (AVGO) 0.1 $5.6M 24k 231.84
Shell Sponads (SHEL) 0.1 $5.6M 90k 62.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.6M 206k 27.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $5.3M 42k 128.62
Chubb (CB) 0.1 $5.1M 19k 276.30
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $5.0M 57k 88.40
Nextera Energy (NEE) 0.1 $4.9M 69k 71.69
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $4.6M 46k 100.60
Lowe's Companies (LOW) 0.1 $4.6M 19k 246.80
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $4.5M 50k 90.35
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $4.5M 51k 87.25
Select Sector Spdr Tr Energy (XLE) 0.1 $4.5M 52k 85.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.4M 25k 175.23
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.1 $4.4M 109k 40.68
Wells Fargo & Company (WFC) 0.1 $4.3M 61k 70.24
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.1M 72k 58.00
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $4.0M 133k 30.48
Novo-nordisk A S Adr (NVO) 0.1 $3.9M 45k 86.02
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $3.8M 31k 124.96
Dollar General (DG) 0.1 $3.8M 50k 75.82
Truist Financial Corp equities (TFC) 0.1 $3.8M 87k 43.38
Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.7M 15k 240.28
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $3.7M 126k 29.01
Dex (DXCM) 0.1 $3.6M 46k 77.77
National Health Investors (NHI) 0.1 $3.5M 51k 69.30
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $3.4M 188k 18.22
Raytheon Technologies Corp (RTX) 0.1 $3.4M 29k 115.72
Walt Disney Company (DIS) 0.1 $3.3M 30k 111.35
Best Buy (BBY) 0.1 $3.3M 38k 85.80
Robert Half International (RHI) 0.1 $3.2M 46k 70.46
Regions Financial Corporation (RF) 0.1 $3.1M 133k 23.52
Ishares Tr Core Msci Total (IXUS) 0.1 $3.1M 47k 66.14
Ishares Tr Short Treas Bd (SHV) 0.1 $3.0M 27k 110.11
Allstate Corporation (ALL) 0.1 $2.9M 15k 192.79
Ishares Tr Eafe Value Etf (EFV) 0.1 $2.9M 55k 52.47
AFLAC Incorporated (AFL) 0.1 $2.8M 27k 103.44
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $2.7M 54k 50.71
Travelers Companies (TRV) 0.1 $2.7M 11k 240.89
Ishares Gold Tr Ishares New (IAU) 0.1 $2.7M 55k 49.51
Goldman Sachs (GS) 0.1 $2.7M 4.7k 572.62
HealthStream (HSTM) 0.1 $2.6M 83k 31.80
Capital One Financial (COF) 0.1 $2.6M 15k 178.32
RBB Us Treas 3 Mnth (TBIL) 0.1 $2.6M 52k 49.86
Schlumberger Com Stk (SLB) 0.1 $2.6M 67k 38.34
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.5M 33k 75.69
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.5M 6.2k 402.70
Williams Companies (WMB) 0.0 $2.5M 45k 54.12
Dow (DOW) 0.0 $2.5M 61k 40.13
Stryker Corporation (SYK) 0.0 $2.4M 6.8k 360.05
Pfizer (PFE) 0.0 $2.4M 92k 26.53
Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.4M 6.9k 351.79
Pacer Fds Tr Pacer Us Small (CALF) 0.0 $2.4M 54k 44.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $2.4M 14k 164.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $2.3M 57k 41.12
Vanguard Index Fds Value Etf (VTV) 0.0 $2.3M 14k 169.30
Colgate-Palmolive Company (CL) 0.0 $2.3M 25k 90.91
FedEx Corporation (FDX) 0.0 $2.3M 8.1k 281.33
Texas Instruments Incorporated (TXN) 0.0 $2.2M 12k 187.51
Sabra Health Care REIT (SBRA) 0.0 $2.2M 127k 17.32
Parker-Hannifin Corporation (PH) 0.0 $2.1M 3.3k 636.03
Howard Hughes Holdings (HHH) 0.0 $2.1M 27k 76.92
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $2.0M 32k 63.75
General Mills (GIS) 0.0 $2.0M 32k 63.77
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $2.0M 35k 57.45
Rbc Cad (RY) 0.0 $2.0M 17k 120.51
Ishares Tr Russell 3000 Etf (IWV) 0.0 $2.0M 6.0k 334.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.9M 25k 77.27
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $1.9M 47k 40.67
Trane Technologies SHS (TT) 0.0 $1.9M 5.0k 369.35
Kinder Morgan (KMI) 0.0 $1.9M 68k 27.40
Ishares Tr National Mun Etf (MUB) 0.0 $1.8M 17k 108.63
At&t (T) 0.0 $1.8M 78k 22.77
Ishares Core Msci Emkt (IEMG) 0.0 $1.8M 34k 52.22
Tesla Motors (TSLA) 0.0 $1.8M 4.4k 403.84
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $1.7M 35k 49.40
3M Company (MMM) 0.0 $1.7M 13k 129.09
National HealthCare Corporation (NHC) 0.0 $1.7M 16k 107.56
Microchip Technology (MCHP) 0.0 $1.7M 29k 57.35
ConocoPhillips (COP) 0.0 $1.6M 17k 99.17
Constellation Brands Cl A (STZ) 0.0 $1.6M 7.2k 221.00
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $1.6M 40k 39.09
Paychex (PAYX) 0.0 $1.5M 11k 140.22
Kimberly-Clark Corporation (KMB) 0.0 $1.5M 11k 131.04
Enterprise Products Partners (EPD) 0.0 $1.4M 46k 31.36
Progressive Corporation (PGR) 0.0 $1.4M 5.9k 239.61
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $1.4M 11k 132.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.4M 24k 58.93
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $1.3M 16k 79.99
Digital Realty Trust (DLR) 0.0 $1.3M 7.3k 177.33
Illinois Tool Works (ITW) 0.0 $1.3M 5.0k 253.56
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.2M 4.9k 253.75
Moody's Corporation (MCO) 0.0 $1.2M 2.6k 474.59
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.2M 3.8k 322.16
Northrop Grumman Corporation (NOC) 0.0 $1.2M 2.6k 469.29
Ge Aerospace Com New (GE) 0.0 $1.2M 7.2k 166.79
Target Corporation (TGT) 0.0 $1.2M 8.8k 135.18
SYSCO Corporation (SYY) 0.0 $1.2M 16k 76.46
McKesson Corporation (MCK) 0.0 $1.2M 2.1k 569.91
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $1.2M 14k 81.25
Fortinet (FTNT) 0.0 $1.2M 12k 94.48
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $1.1M 10k 104.50
CSX Corporation (CSX) 0.0 $1.1M 33k 32.27
Anthem (ELV) 0.0 $1.1M 2.9k 368.90
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $1.0M 3.9k 266.72
Ishares Msci Gbl Min Vol (ACWV) 0.0 $1.0M 9.5k 109.20
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $1.0M 20k 50.88
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $1.0M 11k 90.93
Ecolab (ECL) 0.0 $995k 4.2k 234.32
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $992k 7.2k 137.57
Republic Services (RSG) 0.0 $974k 4.8k 201.18
Clorox Company (CLX) 0.0 $972k 6.0k 162.41
Starbucks Corporation (SBUX) 0.0 $971k 11k 91.25
Analog Devices (ADI) 0.0 $931k 4.4k 212.46
Norfolk Southern (NSC) 0.0 $886k 3.8k 234.70
Marathon Petroleum Corp (MPC) 0.0 $881k 6.3k 139.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $852k 11k 78.65
PNC Financial Services (PNC) 0.0 $851k 4.4k 192.85
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $845k 17k 48.91
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $838k 14k 61.37
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $835k 20k 40.92
MercadoLibre (MELI) 0.0 $831k 405.00 2051.96
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $821k 5.9k 139.59
Adobe Systems Incorporated (ADBE) 0.0 $802k 1.8k 444.68
Lincoln National Corporation (LNC) 0.0 $771k 24k 31.71
Sonoco Products Company (SON) 0.0 $765k 16k 48.85
Hershey Company (HSY) 0.0 $754k 4.5k 169.35
Asml Holding N V N Y Registry Shs (ASML) 0.0 $743k 1.1k 693.08
Phillips 66 (PSX) 0.0 $731k 6.4k 113.93
Marriott Intl Cl A (MAR) 0.0 $728k 2.6k 278.94
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $727k 2.5k 287.82
Lululemon Athletica (LULU) 0.0 $725k 1.9k 382.41
Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $713k 38k 18.61
Yum! Brands (YUM) 0.0 $707k 5.3k 134.16
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $706k 3.6k 197.49
Smartfinancial Com New (SMBK) 0.0 $674k 22k 30.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $666k 24k 27.87
Arthur J. Gallagher & Co. (AJG) 0.0 $664k 2.3k 283.85
Vanguard World Mega Cap Index (MGC) 0.0 $658k 3.1k 212.66
Baxter International (BAX) 0.0 $644k 17k 37.97
Morgan Stanley Com New (MS) 0.0 $638k 5.1k 125.72
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $633k 18k 34.59
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $632k 3.9k 161.77
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $617k 6.1k 101.88
Ishares Silver Tr Ishares (SLV) 0.0 $615k 23k 26.33
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $607k 9.3k 65.08
Roper Industries (ROP) 0.0 $605k 1.2k 519.85
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $597k 15k 40.34
Ameriprise Financial (AMP) 0.0 $594k 1.1k 532.43
Dominion Resources (D) 0.0 $592k 11k 53.86
Ge Vernova (GEV) 0.0 $576k 1.8k 328.93
Autodesk (ADSK) 0.0 $564k 1.9k 295.57
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $561k 10k 55.66
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $560k 6.7k 84.14
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $559k 4.8k 115.18
Genuine Parts Company (GPC) 0.0 $541k 4.6k 116.76
Aon Shs Cl A (AON) 0.0 $533k 1.5k 359.16
Targa Res Corp (TRGP) 0.0 $530k 3.0k 178.50
Wp Carey (WPC) 0.0 $526k 9.7k 54.48
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $514k 22k 22.98
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $495k 6.3k 78.61
Intel Corporation (INTC) 0.0 $484k 24k 20.05
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.0 $483k 8.2k 59.14
United Bankshares (UBSI) 0.0 $482k 13k 37.55
Novartis Sponsored Adr (NVS) 0.0 $469k 4.8k 97.31
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $469k 9.3k 50.47
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $468k 8.6k 54.31
Motorola Solutions Com New (MSI) 0.0 $460k 996.00 462.23
Amphenol Corp Cl A (APH) 0.0 $457k 6.6k 69.45
Ishares Tr U.s. Tech Etf (IYW) 0.0 $448k 2.8k 159.52
Tc Energy Corp (TRP) 0.0 $447k 9.6k 46.53
Ishares Tr Tips Bd Etf (TIP) 0.0 $443k 4.2k 106.55
Dupont De Nemours (DD) 0.0 $441k 5.8k 76.25
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.0 $439k 14k 31.31
Jacobs Engineering Group (J) 0.0 $431k 3.2k 133.62
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $426k 8.5k 49.96
Boeing Company (BA) 0.0 $425k 2.4k 177.00
General Motors Company (GM) 0.0 $419k 9.3k 44.84
International Paper Company (IP) 0.0 $410k 8.4k 48.85
Atmos Energy Corporation (ATO) 0.0 $407k 2.9k 139.27
Vulcan Materials Company (VMC) 0.0 $407k 1.6k 257.23
Hp (HPQ) 0.0 $400k 12k 32.63
Choice Hotels International (CHH) 0.0 $395k 2.8k 141.98
Starwood Property Trust (STWD) 0.0 $389k 19k 20.38
BP Sponsored Adr (BP) 0.0 $386k 13k 29.56
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $382k 8.2k 46.79
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $381k 4.6k 83.09
Paypal Holdings (PYPL) 0.0 $380k 4.4k 85.35
Synopsys (SNPS) 0.0 $376k 775.00 485.36
Carrier Global Corporation (CARR) 0.0 $376k 5.5k 68.26
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $371k 7.5k 49.55
Fifth Third Ban (FITB) 0.0 $366k 8.7k 42.28
Applied Materials (AMAT) 0.0 $365k 2.2k 162.63
GSK Sponsored Adr (GSK) 0.0 $364k 11k 33.82
Prudential Financial (PRU) 0.0 $359k 3.0k 118.53
Canadian Pacific Kansas City (CP) 0.0 $355k 4.9k 72.37
Ishares Tr Ishares Biotech (IBB) 0.0 $355k 2.7k 132.21
Phillips Edison & Co Common Stock (PECO) 0.0 $350k 9.3k 37.71
Ishares Msci Jpn Etf New (EWJ) 0.0 $347k 4.9k 71.54
Comfort Systems USA (FIX) 0.0 $346k 816.00 424.06
Sterling Construction Company (STRL) 0.0 $344k 2.0k 168.45
Jefferies Finl Group (JEF) 0.0 $339k 4.3k 78.40
Corning Incorporated (GLW) 0.0 $337k 7.1k 47.52
Advanced Micro Devices (AMD) 0.0 $336k 2.8k 120.79
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $335k 17k 19.59
Avery Dennison Corporation (AVY) 0.0 $333k 1.8k 187.13
Shopify Cl A (SHOP) 0.0 $331k 3.1k 106.33
Ares Capital Corporation (ARCC) 0.0 $328k 16k 20.94
Texas Roadhouse (TXRH) 0.0 $326k 1.8k 180.43
Huntington Bancshares Incorporated (HBAN) 0.0 $322k 20k 16.27
Kroger (KR) 0.0 $319k 5.2k 61.15
Cadence Design Systems (CDNS) 0.0 $307k 1.0k 300.46
Sanofi Sponsored Adr (SNY) 0.0 $305k 6.3k 48.23
Tractor Supply Company (TSCO) 0.0 $302k 5.7k 53.06
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $300k 6.2k 48.14
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $298k 9.0k 33.21
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $296k 8.3k 35.48
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $291k 1.2k 235.27
Martin Marietta Materials (MLM) 0.0 $290k 562.00 516.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $289k 4.4k 66.52
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $285k 6.8k 41.61
Corteva (CTVA) 0.0 $280k 4.9k 56.96
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $278k 6.1k 45.34
Alliant Energy Corporation (LNT) 0.0 $277k 4.7k 59.14
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $271k 2.2k 121.59
Fb Finl (FBK) 0.0 $271k 5.3k 51.51
Public Service Enterprise (PEG) 0.0 $270k 3.2k 84.49
Select Sector Spdr Tr Indl (XLI) 0.0 $268k 2.0k 131.76
Select Sector Spdr Tr Financial (XLF) 0.0 $266k 5.5k 48.33
Gilead Sciences (GILD) 0.0 $266k 2.9k 92.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $263k 5.1k 51.50
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $263k 3.5k 75.53
Southwest Airlines (LUV) 0.0 $257k 8.7k 29.63
Cbiz (CBZ) 0.0 $257k 3.1k 81.83
Astrazeneca Sponsored Adr (AZN) 0.0 $257k 3.9k 65.52
Entergy Corporation (ETR) 0.0 $257k 3.4k 75.82
Monster Beverage Corp (MNST) 0.0 $252k 4.8k 52.56
Eagle Materials (EXP) 0.0 $251k 1.0k 246.76
Sharkninja Com Shs (SN) 0.0 $250k 2.6k 97.36
WD-40 Company (WDFC) 0.0 $248k 1.0k 242.68
Peak (DOC) 0.0 $247k 12k 20.27
Kraft Heinz (KHC) 0.0 $246k 8.0k 30.71
Ingersoll Rand (IR) 0.0 $245k 2.7k 90.46
Sempra Energy (SRE) 0.0 $243k 2.8k 87.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $241k 8.3k 29.18
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.0 $241k 3.3k 72.56
Curtiss-Wright (CW) 0.0 $239k 674.00 354.87
Jack Henry & Associates (JKHY) 0.0 $238k 1.4k 175.30
Oneok (OKE) 0.0 $236k 2.4k 100.41
Kenvue (KVUE) 0.0 $236k 11k 21.35
CBOE Holdings (CBOE) 0.0 $234k 1.2k 195.40
Hewlett Packard Enterprise (HPE) 0.0 $231k 11k 21.35
Draftkings Com Cl A (DKNG) 0.0 $228k 5.8k 39.20
Smucker J M Com New (SJM) 0.0 $224k 2.0k 110.12
Us Foods Hldg Corp call (USFD) 0.0 $223k 3.3k 67.46
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $222k 3.2k 70.00
Dell Technologies CL C (DELL) 0.0 $221k 1.9k 115.24
Parsons Corporation (PSN) 0.0 $221k 2.4k 92.25
Cigna Corp (CI) 0.0 $221k 800.00 276.14
Skyward Specialty Insurance Gr (SKWD) 0.0 $220k 4.4k 50.54
Citigroup Com New (C) 0.0 $220k 3.1k 70.39
Unilever Spon Adr New (UL) 0.0 $215k 3.8k 56.70
O'reilly Automotive (ORLY) 0.0 $212k 179.00 1185.80
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $212k 2.2k 95.47
Clean Harbors (CLH) 0.0 $211k 917.00 230.14
Construction Partners Com Cl A (ROAD) 0.0 $209k 2.4k 88.46
Shift4 Pmts Cl A (FOUR) 0.0 $206k 2.0k 103.78
Fidelity National Information Services (FIS) 0.0 $205k 2.5k 80.77
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $205k 5.7k 35.85
United Rentals (URI) 0.0 $204k 290.00 704.44
Saia (SAIA) 0.0 $204k 448.00 455.73
Select Sector Spdr Tr Communication (XLC) 0.0 $202k 2.1k 96.81
Quest Diagnostics Incorporated (DGX) 0.0 $201k 1.3k 150.86
Alamos Gold Com Cl A (AGI) 0.0 $198k 11k 18.44
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $187k 3.5k 53.07
CarMax (KMX) 0.0 $185k 2.4k 77.38
EXACT Sciences Corporation (EXAS) 0.0 $185k 2.7k 68.12
Heico Corp Cl A (HEI.A) 0.0 $184k 901.00 203.76
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $182k 12k 14.65
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $181k 9.5k 19.01
Royal Caribbean Cruises (RCL) 0.0 $177k 1.0k 177.36
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $173k 15k 11.53
Old Dominion Freight Line (ODFL) 0.0 $166k 836.00 198.64
Ford Motor Company (F) 0.0 $155k 15k 10.56
Southern Copper Corporation (SCCO) 0.0 $155k 1.3k 115.67
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $150k 3.1k 47.54
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.0 $147k 6.8k 21.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $136k 2.0k 67.85
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $135k 2.7k 50.74
Cummins (CMI) 0.0 $130k 400.00 323.79
Lennox International (LII) 0.0 $126k 209.00 604.29
Aaon Com Par $0.004 (AAON) 0.0 $121k 1.1k 107.84
Charles Schwab Corporation (SCHW) 0.0 $116k 1.8k 64.81
Mettler-Toledo International (MTD) 0.0 $113k 75.00 1499.71
Blackstone Gso Flting Rte Fu (BSL) 0.0 $112k 7.9k 14.12
Ishares Msci Gbl Etf New (PICK) 0.0 $111k 2.6k 43.21
ResMed (RMD) 0.0 $110k 450.00 244.12
Public Storage (PSA) 0.0 $109k 300.00 363.87
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $108k 84.00 1282.20
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $105k 1.1k 97.20
Ansys (ANSS) 0.0 $86k 270.00 318.63
Equifax (EFX) 0.0 $85k 288.00 293.86
W.R. Berkley Corporation (WRB) 0.0 $83k 1.5k 56.73
Old National Ban (ONB) 0.0 $83k 4.4k 18.66
PPG Industries (PPG) 0.0 $83k 625.00 132.46
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $82k 1.6k 51.13
Aspen Technology 0.0 $71k 296.00 238.82
Surgery Partners (SGRY) 0.0 $65k 2.0k 32.24
MarketAxess Holdings (MKTX) 0.0 $64k 250.00 256.20
Church & Dwight (CHD) 0.0 $59k 560.00 104.72
Principal Financial (PFG) 0.0 $57k 664.00 85.90
Hess (HES) 0.0 $56k 413.00 135.80
Cadence Bank (CADE) 0.0 $56k 1.8k 31.85
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $55k 1.0k 55.29
Raymond James Financial (RJF) 0.0 $54k 442.00 122.46
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $52k 370.00 139.36
Under Armour CL C (UA) 0.0 $50k 6.0k 8.36
Amphastar Pharmaceuticals (AMPH) 0.0 $49k 1.0k 48.53
Edwards Lifesciences (EW) 0.0 $48k 730.00 65.99
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $47k 190.00 245.45
FactSet Research Systems (FDS) 0.0 $46k 100.00 459.85
Solventum Corp Com Shs (SOLV) 0.0 $42k 602.00 69.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $41k 891.00 45.86
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $36k 373.00 96.95
Nuveen Insd Dividend Advantage (NVG) 0.0 $34k 2.5k 13.39
Palantir Technologies Cl A (PLTR) 0.0 $33k 895.00 37.20
Wec Energy Group (WEC) 0.0 $32k 328.00 96.18
Rockwell Automation (ROK) 0.0 $27k 100.00 268.46
BlackRock MuniHoldings Fund (MHD) 0.0 $25k 2.0k 12.65
Renasant (RNST) 0.0 $24k 730.00 32.50
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $23k 494.00 47.29
Jones Lang LaSalle Incorporated (JLL) 0.0 $21k 77.00 269.81
AutoNation (AN) 0.0 $21k 115.00 178.92
Teradyne (TER) 0.0 $20k 146.00 133.93
Blackrock Muniyield Insured Fund (MYI) 0.0 $14k 1.2k 12.00
Tapestry (TPR) 0.0 $14k 300.00 46.98
Sylvamo Corp Common Stock (SLVM) 0.0 $8.2k 95.00 85.85
Microvast Holdings *w Exp 04/01/202 (MVSTW) 0.0 $5.1k 10k 0.51
Boston Scientific Corporation (BSX) 0.0 $4.6k 55.00 83.80
Organon & Co Common Stock (OGN) 0.0 $3.6k 188.00 19.13
Realty Income (O) 0.0 $2.9k 45.00 63.42
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $2.7k 94.00 29.09
Kyndryl Hldgs Common Stock (KD) 0.0 $2.6k 115.00 22.98
Citizens Financial (CFG) 0.0 $2.3k 57.00 41.07
Eastman Chemical Company (EMN) 0.0 $2.1k 19.00 111.95
Vacasa Cl A New (VCSA) 0.0 $1.7k 622.00 2.81
Flowserve Corporation (FLS) 0.0 $1.4k 27.00 51.70
Warner Bros Discovery Com Ser A (WBD) 0.0 $1.2k 151.00 8.25
Cognizant Technology Solutio Cl A (CTSH) 0.0 $1.1k 14.00 77.21
Nomad Foods Usd Ord Shs (NOMD) 0.0 $991.000400 52.00 19.06
Lear Corp Com New (LEA) 0.0 $981.999900 9.00 109.11
Walgreen Boots Alliance 0.0 $896.000000 100.00 8.96
Viatris (VTRS) 0.0 $534.000200 46.00 11.61
Orion Office Reit Inc-w/i (ONL) 0.0 $16.000000 4.00 4.00