Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PINNACLE FINANCIAL PARTNERS INC 10-25-2019 09-30-2019 789 1,392,815,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PINNACLE FINL PARTNERS INC COM 1 $55,962,000 986,120 4.02 4.31 -13,089 -1.31 09-30-2019
SPDR S&P 500 ETF TR TR UNIT 2 $42,745,000 144,031 3.07 3.17 -271 -0.19 09-30-2019
MICROSOFT CORP COM 3 $35,065,000 252,208 2.52 2.42 11,079 4.59 09-30-2019
VANGUARD SCOTTSDALE FDS INT-TERM CORP 4 $31,102,000 340,871 2.23 2.10 28,989 9.29 09-30-2019
APPLE INC COM 5 $29,495,000 131,695 2.12 1.86 6,335 5.05 09-30-2019
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 6 $26,990,000 333,002 1.94 2.02 -199 -0.06 09-30-2019
ISHARES TR RUS 1000 GRW ETF 7 $24,537,000 153,709 1.76 1.98 -13,724 -8.20 09-30-2019
JPMORGAN CHASE & CO COM 8 $23,817,000 202,372 1.71 1.58 13,596 7.20 09-30-2019
VANGUARD INDEX FDS S&P 500 ETF SHS 9 $22,557,000 82,747 1.62 1.42 12,595 17.95 09-30-2019
AMAZON COM INC COM 10 $20,723,000 11,938 1.49 1.60 656 5.81 09-30-2019
VANGUARD INDEX FDS GROWTH ETF 11 $19,070,000 114,685 1.37 1.40 368 0.32 09-30-2019
ISHARES TR RUS 1000 VAL ETF 12 $18,266,000 142,407 1.31 1.46 -10,274 -6.73 09-30-2019
LOCKHEED MARTIN CORP COM 13 $18,060,000 46,301 1.30 1.21 1,830 4.12 09-30-2019
ISHARES TR MSCI EAFE ETF 14 $17,981,000 275,741 1.29 1.34 3,411 1.25 09-30-2019
VANGUARD MUN BD FD INC TAX EXEMPT BD 15 $17,844,000 332,785 1.28 1.58 -62,625 -15.84 09-30-2019
INTEL CORP COM 16 $17,736,000 344,189 1.27 1.14 28,272 8.95 09-30-2019
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 17 $17,676,000 430,270 1.27 1.32 9,115 2.16 09-30-2019
VISA INC COM CL A 18 $14,778,000 85,917 1.06 1.06 4,628 5.69 09-30-2019
VERIZON COMMUNICATIONS INC COM 19 $13,820,000 228,963 0.99 0.90 18,468 8.77 09-30-2019
VANGUARD INDEX FDS TOTAL STK MKT 20 $13,629,000 90,263 0.98 1.04 -2,054 -2.22 09-30-2019
ALPHABET INC CAP STK CL A 21 $13,395,000 10,969 0.96 0.87 217 2.02 09-30-2019
CHEVRON CORP NEW COM 22 $13,369,000 112,721 0.96 0.97 8,636 8.30 09-30-2019
JOHNSON & JOHNSON COM 23 $13,363,000 103,279 0.96 1.07 907 0.89 09-30-2019
UNITEDHEALTH GROUP INC COM 24 $12,969,000 59,678 0.93 1.10 -130 -0.22 09-30-2019
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 25 $12,465,000 140,486 0.89 0.92 -354 -0.25 09-30-2019
PEPSICO INC COM 26 $12,448,000 90,797 0.89 0.88 1,675 1.88 09-30-2019
PROCTER & GAMBLE CO COM 27 $12,252,000 98,509 0.88 0.78 3,924 4.15 09-30-2019
HCA HEALTHCARE INC COM 28 $12,094,000 100,433 0.87 1.00 2,209 2.25 09-30-2019
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 29 $12,093,000 300,388 0.87 0.95 4,016 1.36 09-30-2019
AT&T INC COM 30 $11,734,000 310,078 0.84 0.71 28,464 10.11 09-30-2019
VANGUARD INDEX FDS MID CAP ETF 31 $11,646,000 69,488 0.84 0.92 -3,644 -4.98 09-30-2019
COMCAST CORP NEW CL A 32 $11,494,000 254,970 0.83 0.80 2,037 0.81 09-30-2019
HOME DEPOT INC COM 33 $11,485,000 49,502 0.82 0.66 6,981 16.42 09-30-2019
EXXON MOBIL CORP COM 34 $11,391,000 161,318 0.82 0.88 8,291 5.42 09-30-2019
ISHARES TR CORE S&P MCP ETF 35 $11,151,000 57,708 0.80 0.82 1,187 2.10 09-30-2019
HONEYWELL INTL INC COM 36 $11,005,000 65,044 0.79 0.82 2,134 3.39 09-30-2019
AUTOMATIC DATA PROCESSING IN COM 37 $10,848,000 67,199 0.78 0.75 6,497 10.70 09-30-2019
ISHARES TR S&P SML 600 GWT 38 $10,738,000 60,192 0.77 0.91 -5,996 -9.06 09-30-2019
COCA COLA CO COM 39 $10,701,000 196,574 0.77 0.73 4,694 2.45 09-30-2019
NEXTERA ENERGY INC COM 40 $10,696,000 45,907 0.77 0.65 3,827 9.09 09-30-2019
EMERSON ELEC CO COM 41 $10,588,000 158,363 0.76 0.77 5,452 3.57 09-30-2019
NIKE INC CL B 42 $10,469,000 111,458 0.75 0.64 10,210 10.08 09-30-2019
SPDR SERIES TRUST PORTFOLIO LN TSR 43 $10,420,000 253,955 0.75 0.54 65,984 35.10 09-30-2019
ISHARES TR CORE S&P SCP ETF 44 $9,490,000 121,917 0.68 0.71 963 0.80 09-30-2019
MONDELEZ INTL INC CL A 45 $9,093,000 164,367 0.65 0.64 5,494 3.46 09-30-2019
ISHARES TR CORE S&P500 ETF 46 $9,074,000 30,396 0.65 0.67 50 0.16 09-30-2019
VALERO ENERGY CORP NEW COM 47 $8,605,000 100,947 0.62 0.53 17,931 21.60 09-30-2019
FACEBOOK INC CL A 48 $8,486,000 47,651 0.61 0.61 5,743 13.70 09-30-2019
BB&T CORP COM 49 $8,449,000 158,321 0.61 0.54 11,479 7.82 09-30-2019
SPDR SERIES TRUST BLOOMBERG BRCLYS 50 $8,430,000 77,522 0.61 0.67 -4,021 -4.93 09-30-2019
DUKE ENERGY CORP NEW COM NEW 51 $8,414,000 87,773 0.60 87,773 +Inf 09-30-2019
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