Pinnacle Financial Partners

Pinnacle Financial Partners as of March 31, 2025

Portfolio Holdings for Pinnacle Financial Partners

Pinnacle Financial Partners holds 523 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.3 $213M 568k 375.39
Apple (AAPL) 4.2 $205M 923k 222.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.8 $186M 333k 559.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $185M 360k 513.91
Amazon (AMZN) 3.4 $168M 885k 190.26
Visa Com Cl A (V) 3.1 $151M 430k 350.46
JPMorgan Chase & Co. (JPM) 3.1 $151M 614k 245.30
Alphabet Cap Stk Cl A (GOOGL) 2.6 $126M 814k 154.64
UnitedHealth (UNH) 2.5 $124M 236k 523.75
Hca Holdings (HCA) 1.8 $88M 254k 345.55
Exxon Mobil Corporation (XOM) 1.8 $86M 725k 118.93
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $65M 179k 361.09
Pinnacle Financial Partners (PNFP) 1.3 $64M 604k 106.04
Vanguard Index Fds Growth Etf (VUG) 1.3 $63M 169k 370.82
Union Pacific Corporation (UNP) 1.2 $59M 249k 236.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $54M 1.1M 50.83
NVIDIA Corporation (NVDA) 1.1 $52M 478k 108.38
TJX Companies (TJX) 1.0 $47M 387k 121.80
Alphabet Cap Stk Cl C (GOOG) 1.0 $47M 299k 156.23
American Express Company (AXP) 0.9 $45M 168k 269.05
salesforce (CRM) 0.9 $42M 157k 268.36
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $42M 52.00 798441.71
Home Depot (HD) 0.8 $39M 107k 366.49
Costco Wholesale Corporation (COST) 0.8 $38M 40k 945.78
Ishares Tr Core S&p500 Etf (IVV) 0.7 $37M 66k 561.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $37M 69k 532.58
Abbvie (ABBV) 0.7 $36M 171k 209.52
Chevron Corporation (CVX) 0.7 $34M 203k 167.29
Eli Lilly & Co. (LLY) 0.7 $32M 39k 825.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $32M 171k 188.16
Emerson Electric (EMR) 0.7 $32M 293k 109.64
Johnson & Johnson (JNJ) 0.6 $31M 189k 165.84
Honeywell International (HON) 0.6 $30M 142k 211.75
Procter & Gamble Company (PG) 0.6 $29M 171k 170.42
Ishares Tr Msci Eafe Etf (EFA) 0.6 $29M 354k 81.73
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $29M 580k 49.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $29M 105k 274.84
Automatic Data Processing (ADP) 0.6 $28M 93k 305.53
Thermo Fisher Scientific (TMO) 0.6 $28M 57k 497.60
Spdr Gold Tr Gold Shs (GLD) 0.6 $28M 97k 288.14
Qualcomm (QCOM) 0.6 $28M 181k 153.61
Cme (CME) 0.6 $27M 102k 265.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $27M 595k 45.26
International Business Machines (IBM) 0.5 $26M 103k 248.66
Nike CL B (NKE) 0.5 $26M 403k 63.48
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.5 $25M 489k 51.68
S&p Global (SPGI) 0.5 $25M 49k 508.10
Servicenow (NOW) 0.5 $25M 31k 796.14
Copart (CPRT) 0.5 $24M 427k 56.59
Lockheed Martin Corporation (LMT) 0.5 $23M 52k 446.71
EOG Resources (EOG) 0.5 $23M 183k 128.24
Meta Platforms Cl A (META) 0.5 $23M 40k 576.36
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $23M 276k 82.73
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $23M 230k 98.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $23M 285k 78.94
Philip Morris International (PM) 0.4 $22M 139k 158.73
Bristol Myers Squibb (BMY) 0.4 $22M 359k 60.99
Eaton Corp SHS (ETN) 0.4 $22M 80k 271.83
Sherwin-Williams Company (SHW) 0.4 $22M 62k 349.19
Us Bancorp Del Com New (USB) 0.4 $21M 486k 42.22
Blackrock (BLK) 0.4 $20M 21k 946.48
Valero Energy Corporation (VLO) 0.4 $20M 151k 132.07
AutoZone (AZO) 0.4 $20M 5.2k 3812.78
Coca-Cola Company (KO) 0.4 $20M 273k 71.62
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $19M 185k 104.57
Metropcs Communications (TMUS) 0.4 $19M 73k 266.71
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $19M 75k 258.62
Comcast Corp Cl A (CMCSA) 0.4 $19M 518k 36.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $19M 325k 58.35
Ishares Tr Russell 2000 Etf (IWM) 0.4 $19M 94k 199.49
Bank of America Corporation (BAC) 0.4 $19M 448k 41.73
Amgen (AMGN) 0.4 $18M 59k 311.55
TransDigm Group Incorporated (TDG) 0.4 $18M 13k 1383.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $18M 33k 533.48
General Dynamics Corporation (GD) 0.4 $17M 63k 272.58
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.3 $17M 160k 105.53
Pepsi (PEP) 0.3 $17M 111k 149.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $17M 40k 419.88
Deere & Company (DE) 0.3 $17M 35k 469.35
Snap-on Incorporated (SNA) 0.3 $16M 49k 337.01
Verizon Communications (VZ) 0.3 $16M 358k 45.36
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $16M 122k 128.96
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $16M 126k 124.50
American Tower Reit (AMT) 0.3 $16M 72k 217.60
Duke Energy Corp Com New (DUK) 0.3 $16M 127k 121.97
Danaher Corporation (DHR) 0.3 $15M 75k 205.00
Fiserv (FI) 0.3 $15M 68k 220.83
Medtronic SHS (MDT) 0.3 $14M 159k 89.86
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $14M 121k 118.14
Micron Technology (MU) 0.3 $14M 163k 86.89
Palo Alto Networks (PANW) 0.3 $14M 83k 170.64
Intercontinental Exchange (ICE) 0.3 $14M 81k 172.50
Merck & Co (MRK) 0.3 $14M 155k 89.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $14M 118k 117.49
Quanta Services (PWR) 0.3 $14M 55k 254.18
Waste Management (WM) 0.3 $14M 58k 231.51
Ishares Tr Select Divid Etf (DVY) 0.3 $13M 99k 134.29
Wal-Mart Stores (WMT) 0.3 $13M 148k 87.79
Booking Holdings (BKNG) 0.3 $13M 2.8k 4606.91
Altria (MO) 0.3 $13M 214k 60.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $13M 27k 468.92
Apollo Global Mgmt (APO) 0.3 $13M 93k 136.94
Monolithic Power Systems (MPWR) 0.3 $13M 22k 579.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $12M 130k 95.37
Cintas Corporation (CTAS) 0.3 $12M 60k 205.53
Linde SHS (LIN) 0.2 $12M 26k 465.64
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $12M 374k 32.37
Intuitive Surgical Com New (ISRG) 0.2 $12M 24k 495.27
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $12M 387k 30.10
Omni (OMC) 0.2 $12M 140k 82.91
Southern Company (SO) 0.2 $12M 126k 91.95
Cibc Cad (CM) 0.2 $11M 202k 56.30
Air Products & Chemicals (APD) 0.2 $11M 38k 294.92
American Electric Power Company (AEP) 0.2 $11M 102k 109.27
Bank Of Montreal Cadcom (BMO) 0.2 $11M 115k 95.51
Intuit (INTU) 0.2 $11M 18k 614.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $11M 208k 52.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $11M 190k 57.14
Abbott Laboratories (ABT) 0.2 $11M 81k 132.65
United Parcel Service CL B (UPS) 0.2 $10M 93k 109.99
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $10M 112k 91.03
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $10M 348k 29.28
Fastenal Company (FAST) 0.2 $10M 131k 77.55
McDonald's Corporation (MCD) 0.2 $10M 32k 312.37
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $9.8M 51k 193.99
Corpay Com Shs (CPAY) 0.2 $9.8M 28k 348.72
Labcorp Holdings Com Shs (LH) 0.2 $9.6M 41k 232.74
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $9.5M 95k 100.00
Chipotle Mexican Grill (CMG) 0.2 $9.5M 189k 50.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $8.9M 147k 60.66
Mondelez Intl Cl A (MDLZ) 0.2 $8.8M 130k 67.85
Marvell Technology (MRVL) 0.2 $8.7M 141k 61.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $8.6M 92k 92.83
Enbridge (ENB) 0.2 $8.5M 191k 44.31
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.2 $8.4M 88k 96.51
Ishares Tr Ultra Short-term (ICSH) 0.2 $8.4M 166k 50.70
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $8.3M 44k 190.58
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $8.3M 151k 54.76
Oracle Corporation (ORCL) 0.2 $8.2M 59k 139.81
Verisign (VRSN) 0.2 $8.2M 32k 253.87
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $7.7M 62k 125.97
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $7.7M 79k 97.48
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $7.7M 75k 103.47
Zoetis Cl A (ZTS) 0.2 $7.6M 46k 164.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $7.6M 41k 186.29
Shell Spon Ads (SHEL) 0.2 $7.6M 104k 73.28
L3harris Technologies (LHX) 0.2 $7.6M 36k 209.31
Mastercard Incorporated Cl A (MA) 0.1 $7.1M 13k 548.12
Netflix (NFLX) 0.1 $7.0M 7.5k 932.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $7.0M 86k 81.76
Chubb (CB) 0.1 $6.9M 23k 301.99
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $6.8M 73k 92.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $6.7M 113k 59.40
Generac Holdings (GNRC) 0.1 $6.7M 53k 126.65
Otis Worldwide Corp (OTIS) 0.1 $6.7M 65k 103.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $6.7M 74k 90.54
Ishares Tr Core Msci Eafe (IEFA) 0.1 $6.6M 87k 75.65
Select Sector Spdr Tr Technology (XLK) 0.1 $6.5M 32k 206.48
Cisco Systems (CSCO) 0.1 $6.3M 102k 61.71
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $6.1M 56k 108.69
Caterpillar (CAT) 0.1 $5.9M 18k 329.80
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $5.9M 77k 76.57
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $5.8M 69k 85.07
Asml Holding N V N Y Registry Shs (ASML) 0.1 $5.7M 8.6k 662.63
Blackstone Group Inc Com Cl A (BX) 0.1 $5.6M 40k 139.78
Truist Financial Corp equities (TFC) 0.1 $5.5M 134k 41.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $5.4M 22k 251.77
LSI Industries (LYTS) 0.1 $5.4M 318k 17.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.4M 192k 27.96
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.1 $5.3M 131k 40.38
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $5.1M 42k 122.01
Kkr & Co (KKR) 0.1 $4.9M 42k 115.61
Wells Fargo & Company (WFC) 0.1 $4.8M 67k 71.79
Nextera Energy (NEE) 0.1 $4.7M 66k 70.89
Ishares Tr Eafe Value Etf (EFV) 0.1 $4.6M 78k 58.94
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $4.5M 9.4k 484.82
Select Sector Spdr Tr Energy (XLE) 0.1 $4.5M 48k 93.45
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $4.5M 38k 119.73
Dollar General (DG) 0.1 $4.3M 49k 87.93
Lowe's Companies (LOW) 0.1 $4.3M 18k 233.23
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $4.1M 50k 83.00
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $4.1M 134k 30.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.1M 24k 173.23
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $4.0M 51k 78.40
Raytheon Technologies Corp (RTX) 0.1 $4.0M 30k 132.46
Broadcom (AVGO) 0.1 $4.0M 24k 167.43
Dex (DXCM) 0.1 $3.8M 56k 68.29
National Health Investors (NHI) 0.1 $3.7M 51k 73.86
Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.5M 16k 221.75
Ishares Tr Core Msci Total (IXUS) 0.1 $3.2M 46k 69.81
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $3.2M 190k 16.63
Allstate Corporation (ALL) 0.1 $3.1M 15k 207.07
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $3.1M 61k 50.71
AFLAC Incorporated (AFL) 0.1 $3.1M 28k 111.19
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $3.0M 29k 103.75
Ishares Gold Tr Ishares New (IAU) 0.1 $3.0M 51k 58.96
Travelers Companies (TRV) 0.1 $2.9M 11k 264.46
Morgan Stanley Com New (MS) 0.1 $2.9M 25k 116.67
Regions Financial Corporation (RF) 0.1 $2.8M 130k 21.73
Walt Disney Company (DIS) 0.1 $2.8M 29k 98.70
Schlumberger Com Stk (SLB) 0.1 $2.8M 67k 41.80
Best Buy (BBY) 0.1 $2.8M 38k 73.61
Analog Devices (ADI) 0.1 $2.7M 14k 201.67
HealthStream (HSTM) 0.1 $2.7M 83k 32.18
RBB Us Treas 3 Mnth (TBIL) 0.1 $2.6M 52k 50.01
Stryker Corporation (SYK) 0.1 $2.6M 6.9k 372.25
Williams Companies (WMB) 0.1 $2.6M 43k 59.76
Colgate-Palmolive Company (CL) 0.1 $2.5M 27k 93.70
Goldman Sachs (GS) 0.1 $2.5M 4.6k 546.29
Robert Half International (RHI) 0.1 $2.5M 46k 54.55
Vanguard Index Fds Value Etf (VTV) 0.0 $2.4M 14k 172.74
At&t (T) 0.0 $2.4M 85k 28.28
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $2.4M 30k 78.85
Tesla Motors (TSLA) 0.0 $2.3M 9.0k 259.16
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $2.3M 38k 61.56
Pfizer (PFE) 0.0 $2.3M 91k 25.34
Ishares Tr Short Treas Bd (SHV) 0.0 $2.3M 21k 110.11
Capital One Financial (COF) 0.0 $2.2M 13k 179.30
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $2.2M 77k 29.24
Sabra Health Care REIT (SBRA) 0.0 $2.2M 127k 17.47
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $2.2M 14k 150.97
Ishares Core Msci Emkt (IEMG) 0.0 $2.1M 40k 53.97
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $2.1M 51k 41.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $2.1M 114k 18.50
Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.1M 6.7k 312.04
CVS Caremark Corporation (CVS) 0.0 $2.0M 30k 67.75
Texas Instruments Incorporated (TXN) 0.0 $2.0M 11k 179.70
Ishares Tr Russell 3000 Etf (IWV) 0.0 $2.0M 6.3k 317.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $2.0M 25k 78.28
Parker-Hannifin Corporation (PH) 0.0 $2.0M 3.2k 607.85
3M Company (MMM) 0.0 $1.9M 13k 146.86
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $1.9M 32k 60.48
Rbc Cad (RY) 0.0 $1.9M 17k 112.72
Kinder Morgan (KMI) 0.0 $1.8M 65k 28.53
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $1.8M 35k 52.41
FedEx Corporation (FDX) 0.0 $1.8M 7.4k 243.78
ConocoPhillips (COP) 0.0 $1.8M 17k 105.02
Ishares Tr National Mun Etf (MUB) 0.0 $1.8M 17k 106.55
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $1.7M 35k 50.23
Trane Technologies SHS (TT) 0.0 $1.7M 5.2k 336.92
General Mills (GIS) 0.0 $1.7M 28k 59.79
Progressive Corporation (PGR) 0.0 $1.6M 5.7k 283.01
Howard Hughes Holdings (HHH) 0.0 $1.6M 22k 74.08
Enterprise Products Partners (EPD) 0.0 $1.6M 46k 34.14
Innovator Etfs Trust Equity Defined P (JAJL) 0.0 $1.6M 57k 27.17
Paychex (PAYX) 0.0 $1.5M 9.8k 154.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.5M 24k 62.10
Kimberly-Clark Corporation (KMB) 0.0 $1.5M 10k 142.22
Dow (DOW) 0.0 $1.5M 42k 34.92
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $1.5M 5.9k 244.64
National HealthCare Corporation (NHC) 0.0 $1.4M 16k 92.80
Charles Schwab Corporation (SCHW) 0.0 $1.4M 19k 78.28
Ge Aerospace Com New (GE) 0.0 $1.4M 7.2k 200.15
McKesson Corporation (MCK) 0.0 $1.4M 2.1k 672.99
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $1.4M 10k 135.68
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $1.4M 16k 82.94
Northrop Grumman Corporation (NOC) 0.0 $1.3M 2.6k 512.01
Citigroup Com New (C) 0.0 $1.3M 19k 70.99
Novo-nordisk A S Adr (NVO) 0.0 $1.3M 19k 69.44
Constellation Brands Cl A (STZ) 0.0 $1.3M 7.1k 183.52
Anthem (ELV) 0.0 $1.3M 2.9k 434.96
Moody's Corporation (MCO) 0.0 $1.2M 2.6k 473.37
Microchip Technology (MCHP) 0.0 $1.2M 25k 48.41
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.2M 3.8k 306.74
Illinois Tool Works (ITW) 0.0 $1.2M 4.7k 248.01
Fortinet (FTNT) 0.0 $1.2M 12k 96.26
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $1.1M 14k 82.54
SYSCO Corporation (SYY) 0.0 $1.1M 15k 75.04
Ishares Msci Gbl Min Vol (ACWV) 0.0 $1.1M 9.5k 116.37
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $1.1M 17k 66.27
Starbucks Corporation (SBUX) 0.0 $1.1M 11k 98.09
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $1.1M 21k 51.05
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $1.0M 28k 37.50
Ecolab (ECL) 0.0 $1.0M 4.1k 253.52
Republic Services (RSG) 0.0 $1.0M 4.3k 242.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $1.0M 7.0k 146.01
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $1.0M 11k 96.90
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $990k 3.9k 253.86
Digital Realty Trust (DLR) 0.0 $982k 6.9k 143.29
Norfolk Southern (NSC) 0.0 $960k 4.1k 236.85
Marathon Petroleum Corp (MPC) 0.0 $936k 6.4k 145.69
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $922k 11k 83.28
Target Corporation (TGT) 0.0 $891k 8.5k 104.36
Arthur J. Gallagher & Co. (AJG) 0.0 $885k 2.6k 345.24
Lincoln National Corporation (LNC) 0.0 $875k 24k 35.91
Clorox Company (CLX) 0.0 $867k 5.9k 147.25
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.0 $849k 17k 49.15
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $842k 5.9k 143.09
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $841k 20k 41.21
Adobe Systems Incorporated (ADBE) 0.0 $811k 2.1k 383.53
Owl Rock Capital Corporation (OBDC) 0.0 $799k 55k 14.66
PNC Financial Services (PNC) 0.0 $782k 4.5k 175.77
Hershey Company (HSY) 0.0 $782k 4.6k 171.03
Phillips 66 (PSX) 0.0 $779k 6.3k 123.48
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $746k 16k 46.81
Yum! Brands (YUM) 0.0 $739k 4.7k 157.36
Ishares Silver Tr Ishares (SLV) 0.0 $726k 23k 30.99
CSX Corporation (CSX) 0.0 $704k 24k 29.43
Sonoco Products Company (SON) 0.0 $702k 15k 47.24
MercadoLibre (MELI) 0.0 $689k 405.00 1700.44
Global X Fds Artificial Etf (AIQ) 0.0 $683k 19k 36.38
Smartfinancial Com New (SMBK) 0.0 $676k 22k 31.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $649k 3.9k 166.00
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $646k 2.5k 255.53
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $628k 3.9k 160.54
Aon Shs Cl A (AON) 0.0 $625k 1.6k 399.09
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $615k 14k 43.70
Vanguard World Mega Cap Index (MGC) 0.0 $614k 3.0k 201.38
Wp Carey (WPC) 0.0 $610k 9.7k 63.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $604k 18k 32.99
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $598k 15k 40.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $595k 24k 25.04
Diageo Spon Adr New (DEO) 0.0 $592k 5.7k 104.79
Advanced Micro Devices (AMD) 0.0 $592k 5.8k 102.74
BP Sponsored Adr (BP) 0.0 $589k 17k 33.79
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $584k 7.4k 78.89
Targa Res Corp (TRGP) 0.0 $573k 2.9k 200.47
Principal Exchange Traded Spectrum Pfd (PREF) 0.0 $566k 30k 18.70
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $566k 9.5k 59.75
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $566k 6.1k 93.04
Roper Industries (ROP) 0.0 $531k 901.00 589.58
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $529k 6.9k 76.62
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $519k 6.4k 81.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $519k 10k 51.49
General Motors Company (GM) 0.0 $512k 9.6k 53.27
Dominion Resources (D) 0.0 $503k 9.0k 56.07
Coinbase Global Com Cl A (COIN) 0.0 $498k 2.9k 172.23
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $497k 9.8k 50.66
Autodesk (ADSK) 0.0 $496k 1.9k 261.80
Baxter International (BAX) 0.0 $495k 17k 29.16
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $495k 5.8k 85.98
Ishares Tr Tips Bd Etf (TIP) 0.0 $491k 4.4k 111.09
Ameriprise Financial (AMP) 0.0 $490k 1.0k 484.11
Lululemon Athletica (LULU) 0.0 $487k 1.7k 283.06
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $478k 8.2k 58.54
Intel Corporation (INTC) 0.0 $473k 21k 22.71
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $461k 4.2k 110.08
Motorola Solutions Com New (MSI) 0.0 $460k 1.1k 437.81
Tc Energy Corp (TRP) 0.0 $459k 9.7k 47.21
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $457k 8.6k 53.01
International Paper Company (IP) 0.0 $452k 8.4k 53.82
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.0 $445k 14k 31.75
Alliant Energy Corporation (LNT) 0.0 $435k 6.8k 64.35
Amphenol Corp Cl A (APH) 0.0 $435k 6.6k 65.59
Atmos Energy Corporation (ATO) 0.0 $434k 2.8k 154.58
Dupont De Nemours (DD) 0.0 $434k 5.8k 74.68
GSK Sponsored Adr (GSK) 0.0 $424k 11k 38.74
Novartis Sponsored Adr (NVS) 0.0 $417k 3.7k 111.48
Jacobs Engineering Group (J) 0.0 $410k 3.4k 120.89
Kroger (KR) 0.0 $410k 6.1k 67.69
United Bankshares (UBSI) 0.0 $396k 11k 34.67
Ishares Tr U.s. Tech Etf (IYW) 0.0 $394k 2.8k 140.44
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $392k 8.5k 46.02
O'reilly Automotive (ORLY) 0.0 $391k 273.00 1432.59
Boeing Company (BA) 0.0 $389k 2.3k 170.55
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $388k 8.2k 47.53
Tractor Supply Company (TSCO) 0.0 $383k 6.9k 55.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $383k 14k 27.71
Genuine Parts Company (GPC) 0.0 $372k 3.1k 119.14
Choice Hotels International (CHH) 0.0 $369k 2.8k 132.78
Ge Vernova (GEV) 0.0 $366k 1.2k 305.28
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $361k 10k 36.14
Fifth Third Ban (FITB) 0.0 $354k 9.0k 39.20
Sanofi Sponsored Adr (SNY) 0.0 $352k 6.4k 55.46
Phillips Edison & Co Common Stock (PECO) 0.0 $347k 9.3k 37.46
Ishares Msci Jpn Etf New (EWJ) 0.0 $343k 5.1k 67.10
Prudential Financial (PRU) 0.0 $341k 3.1k 111.68
Canadian Pacific Kansas City (CP) 0.0 $341k 4.9k 70.21
Applied Materials (AMAT) 0.0 $336k 2.3k 145.12
Moelis & Co Cl A (MC) 0.0 $334k 5.7k 58.36
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $328k 8.3k 39.36
Starwood Property Trust (STWD) 0.0 $327k 17k 18.95
Hp (HPQ) 0.0 $323k 12k 27.69
Astrazeneca Sponsored Adr (AZN) 0.0 $323k 4.4k 73.50
Gilead Sciences (GILD) 0.0 $319k 2.9k 112.05
Corteva (CTVA) 0.0 $314k 5.0k 62.93
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $313k 17k 18.59
Shopify Cl A (SHOP) 0.0 $309k 3.2k 95.48
Ishares Tr Ishares Biotech (IBB) 0.0 $307k 2.4k 127.90
Oneok (OKE) 0.0 $298k 3.0k 99.22
Huntington Bancshares Incorporated (HBAN) 0.0 $297k 20k 15.01
Corning Incorporated (GLW) 0.0 $296k 6.5k 45.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $296k 13k 22.70
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $295k 6.2k 47.39
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $292k 5.9k 49.73
Southwest Airlines (LUV) 0.0 $292k 8.7k 33.62
Cigna Corp (CI) 0.0 $291k 885.00 329.00
Ares Capital Corporation (ARCC) 0.0 $289k 13k 21.89
Alamos Gold Com Cl A (AGI) 0.0 $287k 11k 26.74
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $286k 6.2k 46.31
Stewart Information Services Corporation (STC) 0.0 $283k 4.0k 71.35
Paypal Holdings (PYPL) 0.0 $278k 4.3k 65.25
Monster Beverage Corp (MNST) 0.0 $277k 4.7k 58.52
Kla Corp Com New (KLAC) 0.0 $277k 408.00 679.80
CBOE Holdings (CBOE) 0.0 $272k 1.2k 226.29
Kenvue (KVUE) 0.0 $269k 11k 23.98
Xcel Energy (XEL) 0.0 $267k 3.8k 70.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $266k 10k 25.86
Realty Income (O) 0.0 $265k 4.6k 58.01
Avery Dennison Corporation (AVY) 0.0 $264k 1.5k 177.97
Comfort Systems USA (FIX) 0.0 $263k 816.00 322.33
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $261k 1.2k 210.94
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $258k 6.8k 37.86
Consolidated Edison (ED) 0.0 $256k 2.3k 110.59
MetLife (MET) 0.0 $255k 3.2k 80.29
Jack Henry & Associates (JKHY) 0.0 $253k 1.4k 182.60
AmerisourceBergen (COR) 0.0 $253k 910.00 278.09
Select Sector Spdr Tr Financial (XLF) 0.0 $250k 5.0k 49.81
WD-40 Company (WDFC) 0.0 $249k 1.0k 244.00
Smucker J M Com New (SJM) 0.0 $249k 2.1k 118.41
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $249k 3.5k 71.43
Peak (DOC) 0.0 $247k 12k 20.22
Cadence Design Systems (CDNS) 0.0 $246k 968.00 254.33
Martin Marietta Materials (MLM) 0.0 $245k 513.00 478.13
Mr Cooper Group 0.0 $244k 2.0k 119.60
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $241k 11k 22.98
Carrier Global Corporation (CARR) 0.0 $240k 3.8k 63.40
Jefferies Finl Group (JEF) 0.0 $238k 4.5k 53.57
Cbiz (CBZ) 0.0 $238k 3.1k 75.86
Prologis (PLD) 0.0 $233k 2.1k 111.79
Entergy Corporation (ETR) 0.0 $232k 2.7k 85.49
Sterling Construction Company (STRL) 0.0 $231k 2.0k 113.21
Skyward Specialty Insurance Gr (SKWD) 0.0 $231k 4.4k 52.92
Vulcan Materials Company (VMC) 0.0 $230k 984.00 233.30
Welltower Inc Com reit (WELL) 0.0 $229k 1.5k 153.21
Quest Diagnostics Incorporated (DGX) 0.0 $227k 1.3k 169.20
Unilever Spon Adr New (UL) 0.0 $227k 3.8k 59.55
Ingersoll Rand (IR) 0.0 $223k 2.8k 80.03
American Intl Group Com New (AIG) 0.0 $221k 2.5k 86.94
Us Foods Hldg Corp call (USFD) 0.0 $221k 3.4k 65.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $220k 8.3k 26.63
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $218k 1.9k 114.87
Draftkings Com Cl A (DKNG) 0.0 $217k 5.8k 37.20
Sharkninja Com Shs (SN) 0.0 $214k 2.6k 83.41
Curtiss-Wright (CW) 0.0 $214k 674.00 317.27
Sempra Energy (SRE) 0.0 $213k 3.0k 71.36
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $211k 2.2k 95.30
Fidelity National Information Services (FIS) 0.0 $207k 2.8k 74.68
Select Sector Spdr Tr Communication (XLC) 0.0 $204k 2.1k 96.45
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $204k 4.4k 45.97
Lam Research Corp Com New (LRCX) 0.0 $201k 2.8k 72.70
CarMax (KMX) 0.0 $195k 2.4k 81.76
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $183k 3.5k 51.91
Hewlett Packard Enterprise (HPE) 0.0 $178k 12k 15.43
Synopsys (SNPS) 0.0 $174k 358.00 485.36
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $168k 15k 11.22
Heico Corp Cl A (HEI.A) 0.0 $168k 901.00 186.08
Royal Caribbean Cruises (RCL) 0.0 $163k 705.00 230.69
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.0 $162k 6.8k 23.95
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $159k 3.1k 50.36
EXACT Sciences Corporation (EXAS) 0.0 $152k 2.7k 56.19
Old Dominion Freight Line (ODFL) 0.0 $148k 836.00 176.40
Ford Motor Company (F) 0.0 $146k 15k 9.90
Cummins (CMI) 0.0 $139k 400.00 348.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $139k 6.0k 23.18
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $139k 8.0k 17.41
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $136k 9.1k 14.95
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $134k 2.7k 50.37
Aaon Com Par $0.004 (AAON) 0.0 $132k 1.1k 117.68
Lennox International (LII) 0.0 $127k 209.00 609.30
Southern Copper Corporation (SCCO) 0.0 $123k 1.3k 91.13
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $118k 1.1k 109.73
Blackstone Gso Flting Rte Fu (BSL) 0.0 $114k 7.9k 14.34
Texas Roadhouse (TXRH) 0.0 $112k 623.00 180.43
Marriott Intl Cl A (MAR) 0.0 $112k 400.00 278.94
ResMed (RMD) 0.0 $103k 450.00 228.69
Old National Ban (ONB) 0.0 $97k 4.4k 21.70
Mettler-Toledo International (MTD) 0.0 $92k 75.00 1223.68
Ansys (ANSS) 0.0 $91k 270.00 337.33
Ishares Msci Gbl Etf New (PICK) 0.0 $90k 2.6k 34.99
Public Storage (PSA) 0.0 $90k 300.00 299.44
W.R. Berkley Corporation (WRB) 0.0 $86k 1.5k 58.52
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $82k 1.6k 50.97
PPG Industries (PPG) 0.0 $75k 625.00 119.45
Aspen Technology 0.0 $74k 296.00 249.63
Equifax (EFX) 0.0 $73k 288.00 254.85
Raymond James Financial (RJF) 0.0 $69k 442.00 155.33
Palantir Technologies Cl A (PLTR) 0.0 $68k 895.00 75.63
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $65k 370.00 176.67
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $63k 53.00 1194.30
Cadence Bank (CADE) 0.0 $60k 1.8k 34.45
Church & Dwight (CHD) 0.0 $59k 560.00 104.71
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $57k 2.0k 28.31
MarketAxess Holdings (MKTX) 0.0 $57k 250.00 226.04
Hess (HES) 0.0 $55k 413.00 133.01
Fb Finl (FBK) 0.0 $53k 1.0k 51.51
Principal Financial (PFG) 0.0 $51k 664.00 77.41
FactSet Research Systems (FDS) 0.0 $48k 100.00 480.28
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $46k 190.00 242.17
Under Armour CL C (UA) 0.0 $45k 6.0k 7.46
Surgery Partners (SGRY) 0.0 $42k 2.0k 21.17
Solventum Corp Com Shs (SOLV) 0.0 $40k 602.00 66.06
Amphastar Pharmaceuticals (AMPH) 0.0 $37k 1.0k 37.13
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $35k 373.00 92.72
Wec Energy Group (WEC) 0.0 $31k 328.00 94.04
Nuveen Insd Dividend Advantage (NVG) 0.0 $31k 2.5k 12.26
Rockwell Automation (ROK) 0.0 $29k 100.00 285.79
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $27k 494.00 54.19
Renasant (RNST) 0.0 $26k 730.00 35.75
BlackRock MuniHoldings Fund (MHD) 0.0 $23k 2.0k 11.67
Tapestry (TPR) 0.0 $20k 300.00 65.33
AutoNation (AN) 0.0 $20k 115.00 169.84
Jones Lang LaSalle Incorporated (JLL) 0.0 $20k 77.00 253.14
Teradyne (TER) 0.0 $18k 146.00 125.92
Blackrock Muniyield Insured Fund (MYI) 0.0 $13k 1.2k 11.04
Sylvamo Corp Common Stock (SLVM) 0.0 $7.5k 95.00 79.02
Boston Scientific Corporation (BSX) 0.0 $4.9k 55.00 89.33
Kyndryl Hldgs Common Stock (KD) 0.0 $4.0k 115.00 34.60
Vacasa Cl A New (VCSA) 0.0 $3.0k 622.00 4.90
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $3.0k 94.00 32.31
Organon & Co Common Stock (OGN) 0.0 $2.8k 188.00 14.92
Citizens Financial (CFG) 0.0 $2.5k 57.00 43.75
Microvast Holdings *w Exp 04/01/202 (MVSTW) 0.0 $1.9k 10k 0.19
Kraft Heinz (KHC) 0.0 $1.8k 60.00 30.70
Eastman Chemical Company (EMN) 0.0 $1.7k 19.00 91.32
Warner Bros Discovery Com Ser A (WBD) 0.0 $1.6k 151.00 10.57
Flowserve Corporation (FLS) 0.0 $1.6k 27.00 57.52
Cognizant Technology Solutio Cl A (CTSH) 0.0 $1.1k 14.00 76.93
Walgreen Boots Alliance 0.0 $933.000000 100.00 9.33
Nomad Foods Usd Ord Shs (NOMD) 0.0 $873.002000 52.00 16.79
Lear Corp Com New (LEA) 0.0 $852.000300 9.00 94.67
Viatris (VTRS) 0.0 $572.999000 46.00 12.46
Orion Office Reit Inc-w/i (ONL) 0.0 $15.000000 4.00 3.75