Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nachman Norwood & Parrott, Inc (CIK 1754950) reported $983.9M across 291 reported positions in its SEC 13F filing for 2021-06-30. Largest positions: VOO ($88.8M, 9.02%), VO ($70.7M, 7.18%), VB ($39.5M, 4.01%), KO ($34.8M, 3.53%), IQLT ($32.9M, 3.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $88.8M | 9.02% | 224,863 | Trimmed |
| 2 | VO | VANGUARD INDEX FDS | $70.7M | 7.18% | 297,760 | Added |
| 3 | VB | VANGUARD INDEX FDS | $39.5M | 4.01% | 175,290 | Added |
| 4 | KO | COCA COLA CO | $34.8M | 3.53% | 637,479 | Trimmed |
| 5 | IQLT | ISHARES TR | $32.9M | 3.34% | 853,518 | Added |
| 6 | ESGU | ISHARES TR | $30.3M | 3.08% | 307,792 | Added |
| 7 | PEP | PEPSICO INC | $27.5M | 2.80% | 185,655 | Trimmed |
| 8 | VTV | VANGUARD INDEX FDS | $24.6M | 2.50% | 178,866 | Added |
| 9 | ESGD | ISHARES TR | $23.1M | 2.35% | 292,087 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $22.5M | 2.29% | 78,440 | Added |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $22.2M | 2.26% | 389,019 | Added |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $20.6M | 2.10% | 386,365 | Added |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $20.4M | 2.07% | 246,036 | Added |
| 14 | TFC | TRUIST FINL CORP | $19.8M | 2.02% | 357,591 | Added |
| 15 | ESGE | ISHARES INC | $18.6M | 1.89% | 411,276 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $16.4M | 1.67% | 296,432 | Added |
| 17 | FIXD | FIRST TR EXCHNG TRADED FD VI | $15.6M | 1.58% | 290,015 | Added |
| 18 | MSFT | MICROSOFT CORP | $14.9M | 1.51% | 54,904 | Trimmed |
| 19 | AAPL | APPLE INC | $12.4M | 1.26% | 90,419 | Trimmed |
| 20 | BND | VANGUARD BD INDEX FDS | $12.3M | 1.25% | 143,095 | Added |
| 21 | EFAV | ISHARES TR | $11.8M | 1.20% | 156,611 | Trimmed |
| 22 | IVV | ISHARES TR | $9.4M | 0.95% | 21,832 | Trimmed |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $9.0M | 0.92% | 165,995 | Added |
| 24 | IVW | ISHARES TR | $8.1M | 0.82% | 110,745 | Trimmed |
| 25 | YUM | YUM BRANDS INC | $8.0M | 0.81% | 69,327 | Trimmed |
Source: SEC Form 13F filings · as of 2021-06-30