The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | BBG001S5T7X2 | 298,663 | 2,732 | SH | SOLE | 0 | 0 | 2,732 | ||
ADOBE INC | COM | 00724F101 | BBG001S5NCQ5 | 252,362 | 423 | SH | SOLE | 0 | 0 | 423 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 611,703 | 4,379 | SH | SOLE | 0 | 0 | 4,379 | ||
AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 753,015 | 4,956 | SH | SOLE | 0 | 0 | 4,956 | ||
APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2,343,711 | 12,173 | SH | SOLE | 0 | 0 | 12,173 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 488,268 | 1,369 | SH | SOLE | 0 | 0 | 1,369 | ||
BLACKROCK INC | COM | 09247X101 | BBG001SDBP55 | 246,466 | 304 | SH | SOLE | 0 | 0 | 304 | ||
CAPSTAR FINL HLDGS INC | COM | 14070T102 | BBG00CW88W92 | 300,131 | 16,016 | SH | SOLE | 0 | 0 | 16,016 | ||
COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 1,126,860 | 19,122 | SH | SOLE | 0 | 0 | 19,122 | ||
DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 217,144 | 2,405 | SH | SOLE | 0 | 0 | 2,405 | ||
EASTGROUP PPTYS INC | COM | 277276101 | BBG001S5QT03 | 318,422 | 1,735 | SH | SOLE | 0 | 0 | 1,735 | ||
ELI LILLY & CO | COM | 532457108 | BBG001S5STL8 | 304,659 | 523 | SH | SOLE | 0 | 0 | 523 | ||
EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 384,188 | 3,843 | SH | SOLE | 0 | 0 | 3,843 | ||
FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 | BBG00J3TCQF4 | 3,030,970 | 63,569 | SH | SOLE | 0 | 0 | 63,569 | ||
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | BBG005SW6WS0 | 7,493,992 | 145,036 | SH | SOLE | 0 | 0 | 145,036 | ||
HCA HEALTHCARE INC | COM | 40412C101 | BBG001T8NTY2 | 729,267 | 2,694 | SH | SOLE | 0 | 0 | 2,694 | ||
HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 614,754 | 1,774 | SH | SOLE | 0 | 0 | 1,774 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 267,419 | 1,635 | SH | SOLE | 0 | 0 | 1,635 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 16,179,548 | 39,509 | SH | SOLE | 0 | 0 | 39,509 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | BBG001TG5H89 | 10,989,788 | 111,470 | SH | SOLE | 0 | 0 | 111,470 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | BBG001SM1QT8 | 8,452,428 | 85,163 | SH | SOLE | 0 | 0 | 85,163 | ||
ISHARES TR | INTL DIV GRWTH | 46435G524 | BBG00CX80QM7 | 18,579,312 | 287,739 | SH | SOLE | 0 | 0 | 287,739 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | BBG001S8CRC3 | 1,684,102 | 9,901 | SH | SOLE | 0 | 0 | 9,901 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 247,898 | 581 | SH | SOLE | 0 | 0 | 581 | ||
META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 336,085 | 950 | SH | SOLE | 0 | 0 | 950 | ||
MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1,282,091 | 3,409 | SH | SOLE | 0 | 0 | 3,409 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | BBG00RP60LN7 | 201,010 | 2,247 | SH | SOLE | 0 | 0 | 2,247 | ||
PGIM ETF TR | FLOATING RT INC | 69344A883 | BBG017J0G1T1 | 302,463 | 6,018 | SH | SOLE | 0 | 0 | 6,018 | ||
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | BBG001SF5953 | 610,799 | 7,003 | SH | SOLE | 0 | 0 | 7,003 | ||
PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | 74255Y102 | BBG009KJNFR8 | 1,988,900 | 105,456 | SH | SOLE | 0 | 0 | 105,456 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 1,006,706 | 6,870 | SH | SOLE | 0 | 0 | 6,870 | ||
RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 418,648 | 4,976 | SH | SOLE | 0 | 0 | 4,976 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 559,401 | 1,177 | SH | SOLE | 0 | 0 | 1,177 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | BBG001SPTB87 | 658,866 | 11,787 | SH | SOLE | 0 | 0 | 11,787 | ||
SPDR SER TR | PORTFOLIO SHORT | 78464A474 | BBG001T6B0P2 | 444,740 | 14,934 | SH | SOLE | 0 | 0 | 14,934 | ||
STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 230,118 | 2,397 | SH | SOLE | 0 | 0 | 2,397 | ||
TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 269,601 | 1,085 | SH | SOLE | 0 | 0 | 1,085 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 332,316 | 631 | SH | SOLE | 0 | 0 | 631 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 14,712,042 | 63,240 | SH | SOLE | 0 | 0 | 63,240 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | BBG001TC6MC1 | 37,442,507 | 85,720 | SH | SOLE | 0 | 0 | 85,720 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 13,556,520 | 63,547 | SH | SOLE | 0 | 0 | 63,547 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 11,941,122 | 79,874 | SH | SOLE | 0 | 0 | 79,874 | ||
VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 354,107 | 1,360 | SH | SOLE | 0 | 0 | 1,360 |