PF
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PINNACLE FINANCIAL PARTNERS INC13F | |
PINNACLE FINANCIAL PARTNERS INC | |
Last update 2024-11-05 | 519 Stocks (33 new) |
Value $4.98 Bil | Turnover 4 % |
Portfolio Report |
PINNACLE FINANCIAL PARTNERS IN... Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 564,376 | 242851.100 | -0.51% | 4.880 | -0.03% | 0.010 | +4.32% | +10.02% | 3059156.043 | Software | |
AAPL | Apple Inc | 945,378 | 220273.050 | -10.25% | 4.430 | -0.45% | 0.010 | +6.90% | +16.50% | 3377630.651 | Hardware | |
VOO | Vanguard S&P 500 ETF | 360,184 | 190058.430 | -1.28% | 3.820 | -0.05% | 0.040 | +11.55% | +21.36% | 493529.539 | ||
SPY | S&P 500 ETF TRUST ETF | 316,590 | 181646.690 | +3.93% | 3.650 | +0.14% | 0.030 | +11.46% | +21.32% | 596439.718 | ||
AMZN | Amazon.com Inc | 891,176 | 166052.840 | -1.05% | 3.340 | -0.04% | 0.010 | +23.90% | +31.30% | 2097744.695 | Retail - Cyclical | |
UNH | UnitedHealth Group Inc | 243,140 | 142159.080 | +6.01% | 2.860 | +0.16% | 0.030 | -0.26% | +8.87% | 523605.793 | Healthcare Plans | |
GOOGL | Alphabet Inc | 811,354 | 134563.100 | -1.02% | 2.700 | -0.03% | 0.010 | +6.73% | +21.81% | 2085834.873 | Interactive Media | |
JPM | JPMorgan Chase & Co | 626,920 | 132192.260 | -0.62% | 2.660 | -0.02% | 0.020 | +14.27% | +33.24% | 623569.750 | Banks | |
V | Visa Inc | 428,607 | 117845.540 | +0.32% | 2.370 | +0.01% | 0.020 | +14.46% | +13.16% | 569477.115 | Credit Services | |
HCA | HCA Healthcare Inc | 255,844 | 103982.680 | -2.24% | 2.090 | -0.04% | 0.100 | +4.78% | +36.10% | 92873.914 | Healthcare Providers & Services |
PINNACLE FINANCIAL PARTNERS INC's Historical Top Holdings Breakdowns
PINNACLE FINANCIAL PARTNERS INC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2024-09-30 | Reduce | -0.45% | 207.23 ($223.32) 234.82 | $223.45 | 0.06% | Reduce -10.25% | 945,378 | -107,958 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2024-09-30 | Reduce | -0.39% | 81.31 ($82.5) 83.29 | $82.09 | -0.50% | Reduce -54.33% | 188,505 | -224,280 | |
COF | Capital One Financial Corp | 2024-09-30 | Reduce | -0.29% | 131.42 ($142.4) 153.05 | $166.05 | 16.61% | Reduce -86.75% | 13,777 | -90,213 | |
BMY | Bristol-Myers Squibb Co | 2024-09-30 | Add | +0.28% | 39.66 ($46.91) 51.74 | $55.95 | 19.27% | Add 299.37% | 363,443 | 272,439 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2024-09-30 | Add | +0.25% | 89.91 ($96.43) 101.33 | $92.71 | -3.86% | Add 109.03% | 242,927 | 126,710 | |
AGG | iShares Core U.S. Aggregate Bond ETF | 2024-09-30 | Add | +0.20% | 96.25 ($99.77) 101.98 | $98.36 | -1.41% | Add 102.82% | 192,476 | 97,576 | |
OXY | Occidental Petroleum Corp | 2024-09-30 | Sold Out | -0.20% | 49.91 ($57.06) 63.73 | $50.40 | -11.67% | Sold Out | 0 | -145,008 | |
CVS | CVS Health Corp | 2024-09-30 | Reduce | -0.19% | 55.81 ($58.34) 63.18 | $55.34 | -5.14% | Reduce -22.95% | 379,462 | -113,041 | |
DIS | The Walt Disney Co | 2024-09-30 | Reduce | -0.18% | 85.6 ($92.01) 98.61 | $96.63 | 5.02% | Reduce -73.49% | 30,094 | -83,425 | |
XOM | Exxon Mobil Corp | 2024-09-30 | Add | +0.18% | 109.72 ($115.47) 119 | $118.96 | 3.02% | Add 11.24% | 736,798 | 74,419 |
PINNACLE FINANCIAL PARTNERS INC Total Holding History ($B)
PINNACLE FINANCIAL PARTNERS INC's Asset Allocation
PINNACLE FINANCIAL PARTNERS INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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PINNACLE FINANCIAL PARTNERS INC's Hypothetical Growth since 2024-09-30
PINNACLE FINANCIAL PARTNERS INC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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PINNACLE FINANCIAL PARTNERS INC's Holdings Heat Map
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PINNACLE FINANCIAL PARTNERS INC's Holdings Bubble Chart
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