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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 298,663 | 2,732 | SH | SOLE | 0 | 0 | 2,732 | ||
ADOBE INC | COM | 00724F101 | 252,362 | 423 | SH | SOLE | 0 | 0 | 423 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 611,703 | 4,379 | SH | SOLE | 0 | 0 | 4,379 | ||
AMAZON COM INC | COM | 023135106 | 753,015 | 4,956 | SH | SOLE | 0 | 0 | 4,956 | ||
APPLE INC | COM | 037833100 | 2,343,711 | 12,173 | SH | SOLE | 0 | 0 | 12,173 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 488,268 | 1,369 | SH | SOLE | 0 | 0 | 1,369 | ||
BLACKROCK INC | COM | 09247X101 | 246,466 | 304 | SH | SOLE | 0 | 0 | 304 | ||
CAPSTAR FINL HLDGS INC | COM | 14070T102 | 300,131 | 16,016 | SH | SOLE | 0 | 0 | 16,016 | ||
COCA COLA CO | COM | 191216100 | 1,126,860 | 19,122 | SH | SOLE | 0 | 0 | 19,122 | ||
DISNEY WALT CO | COM | 254687106 | 217,144 | 2,405 | SH | SOLE | 0 | 0 | 2,405 | ||
EASTGROUP PPTYS INC | COM | 277276101 | 318,422 | 1,735 | SH | SOLE | 0 | 0 | 1,735 | ||
ELI LILLY & CO | COM | 532457108 | 304,659 | 523 | SH | SOLE | 0 | 0 | 523 | ||
EXXON MOBIL CORP | COM | 30231G102 | 384,188 | 3,843 | SH | SOLE | 0 | 0 | 3,843 | ||
FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 | 3,030,970 | 63,569 | SH | SOLE | 0 | 0 | 63,569 | ||
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | 7,493,992 | 145,036 | SH | SOLE | 0 | 0 | 145,036 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 729,267 | 2,694 | SH | SOLE | 0 | 0 | 2,694 | ||
HOME DEPOT INC | COM | 437076102 | 614,754 | 1,774 | SH | SOLE | 0 | 0 | 1,774 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 267,419 | 1,635 | SH | SOLE | 0 | 0 | 1,635 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 16,179,548 | 39,509 | SH | SOLE | 0 | 0 | 39,509 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 10,989,788 | 111,470 | SH | SOLE | 0 | 0 | 111,470 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 8,452,428 | 85,163 | SH | SOLE | 0 | 0 | 85,163 | ||
ISHARES TR | INTL DIV GRWTH | 46435G524 | 18,579,312 | 287,739 | SH | SOLE | 0 | 0 | 287,739 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,684,102 | 9,901 | SH | SOLE | 0 | 0 | 9,901 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 247,898 | 581 | SH | SOLE | 0 | 0 | 581 | ||
META PLATFORMS INC | CL A | 30303M102 | 336,085 | 950 | SH | SOLE | 0 | 0 | 950 | ||
MICROSOFT CORP | COM | 594918104 | 1,282,091 | 3,409 | SH | SOLE | 0 | 0 | 3,409 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 201,010 | 2,247 | SH | SOLE | 0 | 0 | 2,247 | ||
PGIM ETF TR | FLOATING RT INC | 69344A883 | 302,463 | 6,018 | SH | SOLE | 0 | 0 | 6,018 | ||
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 610,799 | 7,003 | SH | SOLE | 0 | 0 | 7,003 | ||
PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | 74255Y102 | 1,988,900 | 105,456 | SH | SOLE | 0 | 0 | 105,456 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,006,706 | 6,870 | SH | SOLE | 0 | 0 | 6,870 | ||
RTX CORPORATION | COM | 75513E101 | 418,648 | 4,976 | SH | SOLE | 0 | 0 | 4,976 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 559,401 | 1,177 | SH | SOLE | 0 | 0 | 1,177 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 658,866 | 11,787 | SH | SOLE | 0 | 0 | 11,787 | ||
SPDR SER TR | PORTFOLIO SHORT | 78464A474 | 444,740 | 14,934 | SH | SOLE | 0 | 0 | 14,934 | ||
STARBUCKS CORP | COM | 855244109 | 230,118 | 2,397 | SH | SOLE | 0 | 0 | 2,397 | ||
TESLA INC | COM | 88160R101 | 269,601 | 1,085 | SH | SOLE | 0 | 0 | 1,085 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 332,316 | 631 | SH | SOLE | 0 | 0 | 631 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 14,712,042 | 63,240 | SH | SOLE | 0 | 0 | 63,240 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 37,442,507 | 85,720 | SH | SOLE | 0 | 0 | 85,720 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 13,556,520 | 63,547 | SH | SOLE | 0 | 0 | 63,547 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 11,941,122 | 79,874 | SH | SOLE | 0 | 0 | 79,874 | ||
VISA INC | COM CL A | 92826C839 | 354,107 | 1,360 | SH | SOLE | 0 | 0 | 1,360 |