Prime Capital Investment Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Prime Capital Investment Advisors, LLC reported 992 stock positions worth $7.2 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 4.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 3.0%) and Schwab US Large-Cap ETF (SCHX, 2.8%). Compared with Q4 2023, it opened 91 new positions, sold out of 46, added to 439 and reduced 437. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +32%) and the biggest sale SS Health Care Select Sector (XLV, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001731446
- Portfolio Value
- $7.2B (Q1 2024)
- SEC Filing
- 0001214659-24-009091 ↗ filed May 15, 2024
Holdings Value
Holdings 992 stocks · $7.2B
| VTI VG Morningstar TS MKT ETF-US | 4.89% | 1,348,260 | $350.4M | Reduce -4.2% |
| QQQ Invesco QQQ Trust Series 1 | 3.04% | 489,646 | $217.4M | Add +3.9% |
| SCHX Schwab US Large-Cap ETF | 2.75% | 3,176,925 | $197.2M | Add +1.6% |
| ITOT iShares Core S&P Total U.S. | 2.74% | 1,701,660 | $196.2M | Add +32.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.68% | 366,594 | $191.8M | Reduce -8.3% |
| GOVT iShares US Treasury Bond ETF | 2.61% | 8,222,059 | $187.2M | Reduce -1.0% |
| AAPL Apple Inc. | 2.32% | 967,473 | $165.9M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 2.27% | 1,662,844 | $162.9M | Add +16.5% |
| VOO Vanguard S&P 500 ETF | 2.16% | 322,017 | $154.8M | Reduce -11.0% |
| MSFT Microsoft Corp. | 2.14% | 363,522 | $152.9M | Reduce -0.5% |
| SCHF Schwab Intl Equity ETF | 2.11% | 3,878,901 | $151.4M | Add +7.5% |
| SCHM Schwab US Mid Cap ETF | 2.09% | 1,837,206 | $149.6M | Add +6.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.72% | 755,018 | $123.0M | Add +9.0% |
| NVDA Nvidia Corp. | 1.51% | 119,424 | $107.9M | Reduce -6.9% |
| IJS iShares S&P Small-Cap 600 Va | 1.36% | 947,755 | $97.4M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 1.34% | 530,211 | $95.6M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.32% | 1,862,160 | $94.2M | Add +4.5% |
| QUAL iShares MSCI USA Quality Fac | 1.27% | 555,141 | $91.2M | Add +14.7% |
| BND Vanguard Total Bond Market | 1.26% | 1,240,951 | $90.1M | Add +21.2% |
| IXUS iShares Core Intl Stock ETF | 1.19% | 1,251,793 | $84.9M | Add +3.7% |
| BSV Vanguard Short-Term Bond ETF | 0.92% | 863,309 | $66.2M | Reduce -4.3% |
| MUB iShares National Muni Bond E | 0.88% | 585,608 | $63.0M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.85% | 115,722 | $60.8M | Reduce -3.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.84% | 794,195 | $60.5M | Add +19.1% |
| SCHG Schwab US Large-Cap Growth | 0.82% | 633,163 | $58.7M | Add +7.5% |
| VPL Vanguard Ftse Pacific ETF | 0.81% | 761,666 | $57.9M | Reduce -3.2% |
| VGK Vanguard Ftse Europe ETF | 0.79% | 838,389 | $56.5M | Reduce -4.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.78% | 1,134,890 | $55.8M | Add +18.1% |
| LLY Eli Lilly & Co. | 0.77% | 70,834 | $55.1M | Reduce -9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 122,195 | $51.4M | Reduce -6.2% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.70% | 1,309,587 | $49.8M | Reduce -20.9% |
| SCHP Schwab U.S. Tips ETF | 0.69% | 952,786 | $49.7M | Add +21.9% |
| GOOGL Alphabet Inc. Class A | 0.68% | 320,560 | $48.4M | Reduce -10.3% |
| HD Home Depot Inc. | 0.67% | 125,818 | $48.3M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.59% | 566,174 | $42.0M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 0.57% | 353,892 | $41.1M | Add +31.7% |
| AVGO Broadcom Inc. | 0.55% | 29,905 | $39.6M | Reduce -16.8% |
| ABBV Abbvie Inc. | 0.54% | 214,168 | $39.0M | Add +6.5% |
| IAGG iShares Intl Aggregate Bond | 0.54% | 774,415 | $38.7M | Add +8.8% |
| IEF iShares 7-10 Year Treasury B | 0.53% | 397,506 | $37.6M | Add +14.3% |
| VIG Vanguard Dividend Apprec ETF | 0.52% | 205,420 | $37.5M | Add +4.6% |
| VNQ Vanguard Real Estate ETF | 0.52% | 432,910 | $37.4M | Reduce -0.9% |
| TLH iShares 10-20 Year Treasury | 0.52% | 354,912 | $37.3M | Add +13.6% |
| COST Costco Wholesale Corp. | 0.51% | 49,515 | $36.3M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 0.50% | 71,961 | $35.6M | Add +18.2% |
| WMT Walmart Inc. | 0.49% | 585,172 | $35.2M | Reduce -12.1% |
| USHY iShares Broad Usd High Yield | 0.49% | 954,362 | $34.9M | Add +21.5% |
| PEP Pepsico Inc. | 0.48% | 197,756 | $34.6M | Add +18.3% |
| GOOG Alphabet Inc. Class C | 0.46% | 215,260 | $32.8M | Add +14.1% |
| V Visa Inc. Class A | 0.46% | 116,781 | $32.6M | Reduce -10.6% |
| SCHA Schwab US Small-Cap ETF | 0.45% | 656,983 | $32.3M | Add +5.1% |
| AMD Advanced Micro Devices | 0.44% | 172,892 | $31.2M | Add +5.1% |
| JEPI JPMorgan Equity Premium Inco | 0.42% | 524,252 | $30.3M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 0.42% | 150,484 | $30.1M | Reduce -8.2% |
| SCHV Schwab US Large-Cap Value | 0.42% | 396,179 | $30.1M | Add +27.3% |
| JNJ Johnson & Johnson | 0.42% | 190,246 | $30.1M | Reduce -19.2% |
| PG The Procter & Gamble Co. | 0.39% | 173,884 | $28.2M | Reduce -2.8% |
| ADBE Adobe Inc. | 0.39% | 54,895 | $27.7M | Add +10.6% |
| BIV Vanguard Intermediate-Term B | 0.39% | 365,864 | $27.6M | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 0.38% | 56,484 | $27.4M | Reduce -27.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 219,190 | $26.8M | Add +13.7% |
| CVX Chevron Corp. | 0.37% | 169,333 | $26.7M | Reduce -22.5% |
| MRK Merck & Co. Inc. | 0.37% | 199,557 | $26.3M | Reduce -5.1% |
| RTX RTX Corp. | 0.33% | 244,552 | $23.9M | Reduce -14.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 316,313 | $23.1M | Add +64.7% |
| VGSH Vanguard Short-Term Treasury | 0.32% | 395,016 | $22.9M | Add +1100.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 63,721 | $21.9M | Reduce -5.5% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 195,581 | $21.6M | Reduce -3.8% |
| DFAE Dimensional Emerging Core Eq | 0.30% | 861,464 | $21.3M | Add +16.7% |
| IWB iShares Russell 1000 ETF | 0.29% | 73,306 | $21.1M | Add +387.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 411,092 | $21.1M | Add +3.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.29% | 594,454 | $20.7M | Reduce -16.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.29% | 400,647 | $20.7M | Add +55.7% |
| AMLP Alerian MLP ETF | 0.28% | 429,031 | $20.4M | Add +1.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 363,693 | $19.7M | Add +7.0% |
| MA Mastercard Inc. Class A | 0.27% | 40,839 | $19.7M | Reduce -22.7% |
| SHM SS SPDR N Ice St Muni ETF | 0.27% | 413,992 | $19.6M | Add +18.3% |
| DFAC Dimensional US Core Equity 2 | 0.27% | 604,206 | $19.3M | Reduce -1.5% |
| AVDV Avantis Intl S/C Value ETF | 0.26% | 286,585 | $18.9M | Add +19.5% |
| BDX Becton Dickinson and Co. | 0.26% | 75,543 | $18.7M | Reduce -11.5% |
| SBUX Starbucks Corp. | 0.26% | 201,539 | $18.4M | Add +8.4% |
| HON Honeywell International Inc. | 0.26% | 89,695 | $18.4M | Reduce -11.2% |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 181,301 | $18.4M | Add +0.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.25% | 183,451 | $18.2M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.25% | 60,536 | $18.2M | Reduce -3.9% |
| MCD McDonald's Corp. | 0.25% | 64,167 | $18.1M | Add +14.8% |
| GOF Guggenheim Strategic Opport | 0.25% | 1,262,934 | $18.1M | Add +7.7% |
| NKE Nike Inc. Class B | 0.25% | 188,147 | $17.7M | Reduce -2.6% |
| JNK SS SPDR BB High Yield Bond | 0.22% | 169,158 | $16.1M | Add +2.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.22% | 295,922 | $15.8M | Add +361.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 142,336 | $15.5M | Add +11.9% |
| AMGN Amgen Inc. | 0.21% | 54,038 | $15.4M | Add +18.2% |
| DE Deere & Co. | 0.21% | 36,925 | $15.2M | Reduce -7.7% |
| TIP iShares Tips Bond ETF | 0.21% | 140,988 | $15.1M | Reduce -5.1% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 178,700 | $15.0M | Add +288.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.21% | 582,077 | $14.7M | Add +21.8% |
| IEMG iShares Core MSCI Emerging | 0.19% | 267,326 | $13.8M | Reduce -6.3% |
| AXP American Express Co. | 0.19% | 60,390 | $13.8M | Add +12.8% |
| XLP SS Consumer Staples Sel Sect | 0.19% | 179,206 | $13.7M | Reduce -30.3% |
| ACN Accenture PLC Class A | 0.19% | 39,281 | $13.6M | Reduce -13.1% |
Options reported separately and not counted above: NVDA calls ($894K), SMCI calls ($384K), META calls ($213K), BDX puts ($155K), ANET calls ($82K), IDXX puts ($55K), CRM calls ($23K), TSM calls ($23K), QQQ puts ($20K), SPY puts ($17K), TMO puts ($13K), GLD calls ($12K), and 8 more.
Portfolio Sells Q4 2023 → Q1 2024
| XLV SS Health Care Select Sector | Reduce -68.1% | 0.14% | −0.29 |
| GOVT iShares US Treasury Bond ETF | Reduce -1.0% | 2.61% | −0.27 |
| VOO Vanguard S&P 500 ETF | Reduce -11.0% | 2.16% | −0.22 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -20.9% | 0.70% | −0.21 |
| BA The Boeing Co. | Reduce -50.0% | 0.11% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.3% | 2.68% | −0.19 |
| XLI SS Industrial Select Sector | Reduce -88.1% | 0.02% | −0.18 |
| XLF SS Financial Select Sector | Reduce -88.4% | 0.02% | −0.16 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.8% | 1.36% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.2% | 4.89% | −0.14 |
| JNJ Johnson & Johnson | Reduce -19.2% | 0.42% | −0.14 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.3% | 0.92% | −0.12 |
| CVX Chevron Corp. | Reduce -22.5% | 0.37% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -61.5% | 0.07% | −0.11 |
| TMUS T-Mobile US Inc. | Reduce -80.2% | 0.02% | −0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -68.7% | 0.04% | −0.10 |
| EWJ iShares MSCI Japan ETF | Reduce -94.2% | 0.01% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -30.2% | 0.18% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Reduce -30.3% | 0.19% | −0.09 |
| KO The Coca-Cola Co. | Reduce -34.5% | 0.15% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -72.6% | 0.04% | −0.08 |
| NEM Newmont Corp. | Reduce -77.0% | 0.02% | −0.08 |
| BX Blackstone Inc. | Reduce -27.4% | 0.16% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -10.3% | 0.68% | −0.08 |
| URTY Proshares Ultrapro RUSS2000 | Reduce -69.3% | 0.03% | −0.08 |
| STZ Constellation Brands Inc. Class A | Reduce -51.5% | 0.07% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -55.4% | 0.06% | −0.07 |
| IBB iShares Biotechnology ETF | Reduce -62.5% | 0.04% | −0.07 |
| LULU Lululemon Athletica Inc. | Reduce -58.8% | 0.03% | −0.07 |
| NKE Nike Inc. Class B | Reduce -2.6% | 0.25% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -46.1% | 0.08% | −0.07 |
| LRCX Lam Research Corp. | Reduce -41.9% | 0.13% | −0.07 |
| VGK Vanguard Ftse Europe ETF | Reduce -4.6% | 0.79% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -22.7% | 0.27% | −0.07 |
| BIV Vanguard Intermediate-Term B | Reduce -5.9% | 0.39% | −0.06 |
| HON Honeywell International Inc. | Reduce -11.2% | 0.26% | −0.06 |
| BNL Broadstone Net Lease Inc. | Reduce -28.4% | 0.09% | −0.06 |
| VNQ Vanguard Real Estate ETF | Reduce -0.9% | 0.52% | −0.06 |
| V Visa Inc. Class A | Reduce -10.6% | 0.46% | −0.06 |
| SLB SLB Ltd. | Reduce -66.8% | 0.03% | −0.06 |
| ORCL Oracle Corp. | Reduce -37.7% | 0.12% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -11.5% | 0.26% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -60.5% | 0.04% | −0.05 |
| AVGO Broadcom Inc. | Reduce -16.8% | 0.55% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -35.7% | 0.10% | −0.05 |
| CVS CVS Health Corp. | Reduce -32.2% | 0.09% | −0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -16.7% | 0.29% | −0.05 |
| NOW ServiceNow Inc. | Reduce -28.3% | 0.13% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -26.0% | 0.17% | −0.05 |
| ACN Accenture PLC Class A | Reduce -13.1% | 0.19% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| ITOT iShares Core S&P Total U.S. | Add +32.2% | 2.74% | +0.70 |
| VGSH Vanguard Short-Term Treasury | Add +1100.6% | 0.32% | +0.29 |
| IWB iShares Russell 1000 ETF | Add +387.2% | 0.29% | +0.24 |
| QUAL iShares MSCI USA Quality Fac | Add +14.7% | 1.27% | +0.20 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +361.1% | 0.22% | +0.17 |
| XOM Exxon Mobil Corp. | Add +31.7% | 0.57% | +0.17 |
| IWR iShares Russell Mid-Cap ETF | Add +288.2% | 0.21% | +0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.0% | 1.72% | +0.15 |
| DGRW Wisdomtree U.S. Quality Divi | Add +19.1% | 0.84% | +0.14 |
| AGG iShares Core U.S. Aggregate | Add +16.5% | 2.27% | +0.14 |
| SCHM Schwab US Mid Cap ETF | Add +6.9% | 2.09% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +64.7% | 0.32% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.9% | 3.04% | +0.12 |
| BND Vanguard Total Bond Market | Add +21.2% | 1.26% | +0.12 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +2413.6% | 0.12% | +0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +231.2% | 0.16% | +0.11 |
| DIS The Walt Disney Co. | Add +13.7% | 0.37% | +0.11 |
| SCHF Schwab Intl Equity ETF | Add +7.5% | 2.11% | +0.10 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +182.8% | 0.15% | +0.09 |
| SCHV Schwab US Large-Cap Value | Add +27.3% | 0.42% | +0.09 |
| SCHX Schwab US Large-Cap ETF | Add +1.6% | 2.75% | +0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +55.7% | 0.29% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +7.5% | 0.82% | +0.08 |
| IWF iShares Russell 1000 Growth | Add +88.5% | 0.16% | +0.08 |
| SCHP Schwab U.S. Tips ETF | Add +21.9% | 0.69% | +0.08 |
| ABBV Abbvie Inc. | Add +6.5% | 0.54% | +0.07 |
| AMD Advanced Micro Devices | Add +5.1% | 0.44% | +0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +18.1% | 0.78% | +0.06 |
| USHY iShares Broad Usd High Yield | Add +21.5% | 0.49% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +14.1% | 0.46% | +0.06 |
| PEP Pepsico Inc. | Add +18.3% | 0.48% | +0.05 |
| SCHK Schwab 1000 Index ETF | Add +889.4% | 0.06% | +0.05 |
| VGSR Vert GLB Sust Re ETF | New | 0.05% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +94.5% | 0.10% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +73.9% | 0.12% | +0.05 |
| LQDH iShares Int Hedg Corp. BD ETF | Add +840.1% | 0.05% | +0.05 |
| HAWX iShares Cur HDG MSCI Acwi-X | Add +40.7% | 0.16% | +0.05 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.04% | +0.04 |
| IBOC International Bancshares CRP | Add +93.8% | 0.09% | +0.04 |
| KOMP SS SPDR S&P Kensho Ne Comp | Add +774.2% | 0.05% | +0.04 |
| AXP American Express Co. | Add +12.8% | 0.19% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +18.5% | 0.13% | +0.04 |
| IEI iShares 3-7 Year Treasury Bo | Add +506.3% | 0.05% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +19.5% | 0.26% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +196.0% | 0.05% | +0.04 |
| JMUB JPMorgan Municipal ETF | New | 0.04% | +0.04 |
| LQDW iShares Ingr Corp. BD B/W ETF | Add +51.8% | 0.12% | +0.03 |
| SCHH Schwab US REIT ETF | Add +614.5% | 0.04% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +280.2% | 0.04% | +0.03 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.03% | +0.03 |
Options Activity Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | call | Add +266.7% | 11,000 | $894K |
| SMCI Super Micro Computer Inc. | call | New | 2,000 | $384K |
| META Meta Platforms Inc. Class A | call | New | 6,000 | $213K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 5,900 | $176Kbefore exit |
| BDX Becton Dickinson and Co. | put | Reduce -76.2% | 18,600 | $155K |
| ANET Arista Networks Inc. | call | New | 4,000 | $82K |
| CRM Salesforce Inc. | call | New | 3,000 | $23K |
| TSM Taiwan Semiconductor-SP ADR | call | New | 1,700 | $23K |
| QQQ Invesco QQQ Trust Series 1 | put | Add +200.0% | 4,500 | $20K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +200.0% | 4,500 | $17K |
| TMO Thermo Fisher Scientific Inc. | put | Reduce -38.5% | 800 | $13K |
| GLD SPDR Gold Shares | call | New | 1,000 | $12K |
| ISRG Intuitive Surgical Inc. | call | New | 200 | $12K |
| AAPL Apple Inc. | call | Sold out | 500 | $12Kbefore exit |
| HON Honeywell International Inc. | put | Sold out | 6,200 | $11Kbefore exit |
| SLV iShares Silver Trust | call | Add +25.0% | 2,500 | $4K |
| SOUN Soundhound AI Inc. Class A | call | New | 10,000 | $4K |
| ZS Zscaler Inc. | call | New | 2,000 | $3K |
| TSLA Tesla Inc. | put | Sold out | 100 | $3Kbefore exit |
| RIVN Rivian Automotive Inc. Class A | call | Add +62.2% | 6,000 | $3K |
| IWM iShares Russell 2000 ETF | put | New | 3,000 | $2K |
| SNOW Snowflake Inc. | call | New | 2,000 | $2K |
| PNFP Pinnacle Financial Partners | put | New | 4,000 | $1K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,067 | $10.3B | IVV, VTI, AGG, IEFA, SCHX |
| Q1 2026 | 1,024 | $8.6B | AGG, VTI, IVV, ITOT, SCHX |
| Q4 2025 | 1,003 | $8.2B | AGG, VTI, SCHX, ITOT, AAPL |
| Q3 2025 | 985 | $8.0B | VTI, AGG, SCHX, ITOT, NVDA |
| Q2 2025 | 936 | $7.5B | VTI, AGG, SCHX, ITOT, NVDA |
| Q1 2025 | 1,043 | $8.6B | SCHX, VTI, ITOT, AAPL, AGG |
| Q4 2024 | 920 | $6.9B | VTI, SCHX, AAPL, ITOT, NVDA |
| Q3 2024 | 909 | $7.0B | VTI, SCHX, ITOT, AAPL, SPY |
| Q2 2024 | 911 | $6.7B | VTI, SCHX, SPY, ITOT, GOVT |
| Q1 2024 | 992 | $7.2B | VTI, QQQ, SCHX, ITOT, SPY |