PINNACLE FINANCIAL PARTNERS INC [Rocket]

Holdings

PINNACLE FINANCIAL PARTNERS INC

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
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	356,345	-3,058	145,131,998,000	18,859,239,000	3.64		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
SPDR S&P 500 ETF TRUST	SPY	Common	265,998	-2,903	117,911,598,000	15,075,783,000	2.96		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	229,426	3,148	110,271,329,000	-9,696,779,000	2.76	0.02	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
Alphabet Inc.	GOOGL	COM	831,278	136,544	99,503,991,000	38,207,625,000	2.49		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
HCA Healthcare, Inc.	HCA	COM	273,858	-77,950	83,110,429,000	-1,309,405,000	2.08		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
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
UNION PACIFIC CORP	UNP	Common	257,241	16,674	52,636,664,000	2,822,445,000	1.32	0.04	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
PINNACLE FINANCIAL PARTNERS INC	PNFP	Common	809,880	43,658	45,879,707,000	-10,360,991,000	1.15	1.06	Hist	06/30/2023
iSHARES TRUST	IWF	Common	153,641	-8,835	42,278,927,000	7,470,080,000	1.06		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
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
LOCKHEED MARTIN CORP	LMT	Common	80,278	-5,189	36,958,410,000	-4,620,383,000	0.93	0.03	Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK.A	Common	68	-2	35,211,080,000	2,401,313,000	0.88		Hist	06/30/2023
HOME DEPOT, INC.	HD	Common	111,285	8,411	34,569,564,000	2,075,766,000	0.87	0.01	Hist	06/30/2023
CHEVRON CORP	CVX	Common	217,261	-4,990	34,186,066,000	-5,705,769,000	0.86	0.01	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
Merck & Co., Inc.	MRK	COM	289,884	24,825	33,449,717,000	4,041,396,000	0.84		Hist	06/30/2023
VANGUARD MUN BD FD INC	VTEB	Common	627,982	5,618	31,537,272,000	736,458,000	0.79		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
THERMO FISHER SCIENTIFIC INC.	TMO	Common	57,218	876	29,853,512,000	-1,173,469,000	0.75	0.01	Hist	06/30/2023
TJX COMPANIES INC /DE/	TJX	Common	331,023	-177,535	28,067,445,000	-12,413,770,000	0.70	0.03	Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	168,428	4,362	27,878,197,000	-1,104,079,000	0.70		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
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
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
AUTOMATIC DATA PROCESSING INC	ADP	Common	121,488	-23,049	26,701,837,000	-7,822,274,000	0.67	0.03	Hist	06/30/2023
CVS HEALTH Corp	CVS	Common	378,972	6,969	26,198,338,000	-8,468,627,000	0.66	0.03	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
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