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PINNACLE FINANCIAL PARTNERS INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Apple Inc.
| AAPL | Common | 1,136,209 | 27,959 | 220,390,481,000 | 76,395,534,000 | 5.53 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 620,463 | 29,261 | 211,292,481,000 | 69,510,388,000 | 5.30 | 0.01 |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 946,076 | 242,483 | 123,330,469,000 | 64,228,657,000 | 3.09 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 831,278 | 136,544 | 99,503,991,000 | 38,207,625,000 | 2.49 | |
Hist
| 06/30/2023 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 1,470,019 | 266,444 | 67,885,484,000 | 17,371,446,000 | 1.70 | |
Hist
| 06/30/2023 |
VISA INC.
| V | CL A | 419,130 | 23,210 | 99,534,999,000 | 17,278,668,000 | 2.50 | |
Hist
| 06/30/2023 |
Salesforce, Inc.
| CRM | Common | 158,403 | 33,985 | 33,464,231,000 | 16,967,656,000 | 0.84 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 639,457 | 157,911 | 51,847,176,000 | 12,760,081,000 | 1.30 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 328,410 | 23,388 | 39,727,760,000 | 12,663,159,000 | 1.00 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| STIP | Common | 262,919 | 124,813 | 25,660,847,000 | 12,270,046,000 | 0.64 | |
Hist
| 06/30/2023 |
AMERICAN EXPRESS CO
| AXP | Common | 172,439 | 52,006 | 30,038,878,000 | 12,244,847,000 | 0.75 | |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 41,461 | 4,535 | 17,538,800,000 | 12,142,431,000 | 0.44 | 0.00 |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 664,344 | 24,279 | 96,622,071,000 | 10,789,266,000 | 2.42 | |
Hist
| 06/30/2023 |
CISCO SYSTEMS, INC.
| CSCO | Common | 294,244 | 181,324 | 15,224,191,000 | 9,844,688,000 | 0.38 | 0.01 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IEI | STOCK | 141,442 | 82,868 | 16,302,609,000 | 9,573,037,000 | 0.41 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 975,581 | 201,519 | 39,686,727,000 | 9,513,769,000 | 1.00 | |
Hist
| 06/30/2023 |
MICROCHIP TECHNOLOGY INC
| MCHP | Common | 172,604 | 72,501 | 15,463,581,000 | 8,431,279,000 | 0.39 | 0.03 |
Hist
| 06/30/2023 |
QUANTA SERVICES, INC.
| PWR | Common | 41,945 | 41,135 | 8,240,107,000 | 8,124,682,000 | 0.21 | 0.03 |
Hist
| 06/30/2023 |
PEPSICO INC
| PEP | Common | 132,335 | 39,811 | 24,511,088,000 | 7,795,698,000 | 0.61 | |
Hist
| 06/30/2023 |
CME GROUP INC.
| CME | Common | 89,780 | 35,918 | 16,635,338,000 | 7,577,903,000 | 0.42 | 0.02 |
Hist
| 06/30/2023 |
EXXON MOBIL CORP
| XOM | Common | 572,682 | 82,652 | 61,420,227,000 | 7,369,895,000 | 1.54 | 0.01 |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 176,766 | 47,347 | 26,822,492,000 | 7,207,746,000 | 0.67 | 0.01 |
Hist
| 06/30/2023 |
COPART INC
| CPRT | Common | 217,182 | 8,170 | 19,809,169,000 | 7,082,428,000 | 0.50 | 0.05 |
Hist
| 06/30/2023 |
Eaton Corp plc
| ETN | SHS | 133,642 | 6,995 | 26,875,442,000 | 6,998,183,000 | 0.67 | 0.03 |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 39,325 | 1,987 | 11,285,488,000 | 6,792,234,000 | 0.28 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 67,903 | 14,339 | 23,154,870,000 | 6,608,988,000 | 0.58 | |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 91,354 | 507 | 25,849,801,000 | 6,489,166,000 | 0.65 | |
Hist
| 06/30/2023 |
Medtronic plc
| MDT | COM | 286,469 | 45,043 | 25,237,922,000 | 6,474,288,000 | 0.63 | 0.02 |
Hist
| 06/30/2023 |
ALTRIA GROUP, INC.
| MO | Common | 259,306 | 141,256 | 11,746,587,000 | 6,350,507,000 | 0.29 | 0.01 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 61,240 | 6,721 | 27,295,180,000 | 6,348,493,000 | 0.68 | |
Hist
| 06/30/2023 |
Snap-on Inc
| SNA | Common | 51,835 | 13,861 | 14,938,333,000 | 6,261,659,000 | 0.37 | 0.10 |
Hist
| 06/30/2023 |
CHIPOTLE MEXICAN GRILL INC
| CMG | Cl A | 3,099 | 2,667 | 6,628,761,000 | 6,029,368,000 | 0.17 | |
Hist
| 06/30/2023 |
MONOLITHIC POWER SYSTEMS INC
| MPWR | Common | 10,654 | 9,377 | 5,755,608,000 | 5,304,047,000 | 0.14 | 0.02 |
Hist
| 06/30/2023 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 319,824 | 43,366 | 23,187,265,000 | 5,040,480,000 | 0.58 | |
Hist
| 06/30/2023 |
COMCAST CORP
| CMCSA | Common | 562,112 | 23,957 | 23,355,756,000 | 4,536,469,000 | 0.59 | |
Hist
| 06/30/2023 |
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