Senior Managing Partner

0001388736-20-000003.txt : 20200514 0001388736-20-000003.hdr.sgml : 20200514 20200514105054 ACCESSION NUMBER: 0001388736-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KINGS POINT CAPITAL MANAGEMENT CENTRAL INDEX KEY: 0001388736 IRS NUMBER: 113420298 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12325 FILM NUMBER: 20876107 BUSINESS ADDRESS: STREET 1: 60 CUTTERMILL ROAD STREET 2: SUITE 516 CITY: GREAT NECK STATE: NY ZIP: 11021 BUSINESS PHONE: 516-439-5105 MAIL ADDRESS: STREET 1: 60 CUTTERMILL ROAD STREET 2: SUITE 516 CITY: GREAT NECK STATE: NY ZIP: 11021 FORMER COMPANY: FORMER CONFORMED NAME: SALZMAN CAPITAL MANAGEMENT L.L.C. DATE OF NAME CHANGE: 20070202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001388736 XXXXXXXX 03-31-2020 03-31-2020 KINGS POINT CAPITAL MANAGEMENT

60 CUTTERMILL ROAD SUITE 516 GREAT NECK NY 11021

13F HOLDINGS REPORT 028-12325 N Jack Salzman Senior Managing Partner 516-439-5100 Jack Salzman Great Neck NY 05-14-2020 0 450 567711 false INFORMATION TABLE 2 KPCM1Q2020.xml 13F ABB LTD SPONSORED 000375204 15 850 SH SOLE 850 0 0 ALPS ETF TR MED BREAKTHGH 00162q593 51 1598 SH SOLE 1598 0 0 ALPS ETF TR ALERIAN MLP E MLP 00162q866 409 118924 SH SOLE 118924 0 0 AT&T INC COM COM 00206r102 7110 243908 SH SOLE 243433 0 475 ABBOTT LABS COM 002824100 565 7156 SH SOLE 7156 0 0 ABBVIE INC COM 00287y109 188 2469 SH SOLE 2469 0 0 ABERDEEN EMRG MRKTS EQT INM COM 00301w105 10 1957 SH SOLE 1957 0 0 ACTIVISION BLIZZARD INC COM 00507v109 4208 70745 SH SOLE 70745 0 0 ACTIVISION BLIZZARD INC CALL 00507V909 49 50 SH Call SOLE 50 0 0 ADOBE SYS INC COM 00724f101 33 104 SH SOLE 104 0 0 AEGION CORP COM COM 00770f104 286 15950 SH SOLE 15950 0 0 AIR PRODS & CHEMS INC COM 009158106 30 150 SH SOLE 150 0 0 AKAMAI TECHNOLOGIES INC COM 00971t101 30 325 SH SOLE 325 0 0 ALASKA AIR GROUP INC COM 011659109 11 400 SH SOLE 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ISHARES TR PHLX SEMICND ETF 464287523 16 80 SH SOLE 80 0 0 ISHARES TR NASDAQ BIOTECH 464287556 129 1198 SH SOLE 1198 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 27 273 SH SOLE 273 0 0 ISHARES TR S&P MC 400GR ETF 464287606 343 1924 SH SOLE 1924 0 0 ISHARES TR RUSSELL 1000 G ETF 464287614 112 742 SH SOLE 742 0 0 ISHARES TR RUS 1000 ETF 464287622 68 480 SH SOLE 480 0 0 ISHARES TR RUSSELL 2000 I CMDTY INDEX 464287655 315 2754 SH SOLE 2754 0 0 ISHARES TR CORE S&P US GWT 464287671 114 2000 SH SOLE 2000 0 0 ISHARES TR S&P MIDCAP 400 ETF 464287705 7389 67325 SH SOLE 67325 0 0 ISHARES CORE S&P SCP ETF 464287804 774 13802 SH SOLE 13802 0 0 ISHARES TR S&P SMALLCAP 6 ETF 464287879 1267 12675 SH SOLE 12675 0 0 ISHARES TR EAFE SML CP ETF ETF 464288273 45 1005 SH SOLE 1005 0 0 ISHARES TR U.S. PFD STK ETF 464288687 199 6235 SH SOLE 6235 0 0 ISHARES TR US AER DEF ETF 464288760 16 110 SH SOLE 110 0 0 ISHARES TR U.S. MED DVC ETF 464288810 24 108 SH SOLE 108 0 0 ISHARES TR MSCI INDIA ETF ETF 46429b598 11 455 SH SOLE 455 0 0 ISHARES TR CORE HIGH DV ETF 46429b663 60 845 SH SOLE 845 0 0 ISHARES TR MSCI CHINA ETF 46429b671 658 11495 SH SOLE 11495 0 0 ISHARES TR USA QUALITY FCTR 46432f339 41 500 SH SOLE 500 0 0 ISHARES TR USA MOMENTUM FCT ETF 46432f396 139 1309 SH SOLE 1309 0 0 ISHARES TR CORE MSCI TOTAL ETF 46432f834 15 316 SH SOLE 316 0 0 ISHARES INC CORE MSCI EMKT ETF 46434g103 24 587 SH SOLE 587 0 0 ISHARES INC MSCI JPN ETF 46434g822 89 1808 SH SOLE 1808 0 0 ISHARES TR CUR HD EURZN ETF ETF 46434v639 13 530 SH SOLE 530 0 0 J & J SNACK FOODS CORP COM 466032109 30 246 SH SOLE 246 0 0 JP MORGAN CHASE & CO COM COM 46625h100 7917 87940 SH SOLE 87940 0 0 JPMORGAN CHASE & CO ALERI ETN 46625h365 348 38494 SH SOLE 38494 0 0 JD COM INC SPON ADR CL A 47215p106 186 4600 SH SOLE 4600 0 0 JOHNSON & JOHNSON COM COM 478160104 1093 8334 SH SOLE 7334 0 1000 KAYNE ANDERSN MLP MIDS INVT COM 486606106 224 61675 SH SOLE 61675 0 0 KELLOGG CO COM 487836108 21 349 SH SOLE 349 0 0 KIMBERLY CLARK CORP COM 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ORACLE CORP COM 68389x105 97 1998 SH SOLE 1998 0 0 PPL CORP COM 69351t106 22 900 SH SOLE 900 0 0 PVH CORP COM 693656100 212 5628 SH SOLE 5628 0 0 PACKAGING CORP AMER COM 695156109 26 300 SH SOLE 300 0 0 PALO ALTO NETWORKS INC COM 697435105 42 254 SH SOLE 254 0 0 PAYCHEX INC COM 704326107 1061 16857 SH SOLE 16857 0 0 PAYPAL HLDGS INC COM 70450y103 11601 121171 SH SOLE 121171 0 0 PENN NATL GAMING INC COM 707569109 14 1105 SH SOLE 1105 0 0 PEPSICO INC COM 713448108 8316 69246 SH SOLE 69246 0 0 PERKINELMER INC COM 714046109 16 211 SH SOLE 211 0 0 PERSPECTA INC COM 715347100 66 3627 SH SOLE 3627 0 0 PFIZER INC COM COM 717081103 7763 237850 SH SOLE 237588 0 262 PHILIP MORRIS INTL INC CO COM 718172109 2166 29693 SH SOLE 29693 0 0 PIMCO ETF TR ENHANCED SHO ETF 72201r833 11264 113804 SH SOLE 112819 0 985 POPE RESOURCES A DELAWARE LP DEPOSITRY RCPT 732857107 25 300 SH SOLE 300 0 0 PRESTIGE CONSMR HEALTHCARE I COM 74112d101 17 461 SH SOLE 461 0 0 PRICE T ROWE GROUP INC COM 74144t108 20 200 SH SOLE 200 0 0 PRIMO WATER CORPORATION COM 74167p108 2265 250053 SH SOLE 250053 0 0 PROCTER & GAMBLE CO COM COM 742718109 1583 14391 SH SOLE 12015 0 2376 PROSHARES TR ULTRASHRT S&P500 ETF 74347b383 18 600 SH SOLE 600 0 0 PROSHARES TR SHORT S&P 500 NE ETF 74347b425 39 1400 SH SOLE 1400 0 0 PROSHARES TR MSCI EAFE DIVD 74347b839 29 899 SH SOLE 899 0 0 PROSHARES TR PROSHARES UL ETF 74347r107 91 1019 SH SOLE 1019 0 0 PROSHARES TR SHRT HGH YIELD 74347r131 23 1000 SH SOLE 1000 0 0 PROSHARES TR PSHS ULTRA QQQ 74347r206 11 120 SH SOLE 120 0 0 PROSHARES TR ULTRA FNCLS NEW ETF 74347x633 41 1731 SH SOLE 1731 0 0 PROSHARES TR S&P 500 DV ARIST 74348a467 104 1799 SH SOLE 1799 0 0 QUALCOMM INC COM 747525103 3587 53026 SH SOLE 53026 0 0 QUALCOMM INC CALL 747525903 32 40 SH Call SOLE 40 0 0 RAYTHEON CO COM 755111507 6416 48920 SH SOLE 48820 0 100 REGENERON PHARMACEUTICALS COM 75886f107 39 80 SH SOLE 80 0 0 RESMED INC COM 761152107 30 206 SH SOLE 206 0 0 ROYAL DUTCH SHELL PLC SPONS ADR 780259206 39 1104 SH SOLE 1104 0 0 ROYCE VALUE TR INC COM 780910105 18 1850 SH SOLE 1850 0 0 S&P GLOBAL INC COM 78409v104 7893 32210 SH SOLE 32210 0 0 SBA COMMUNICATIONS CORP CL A 78410g104 151 558 SH SOLE 558 0 0 SPDR S&P 500 ETF TR TR UN UNIT SER 1 78462f103 1408 5462 SH SOLE 5462 0 0 SPDR S&P 500 ETF TR PUT 78462F953 41 80 SH Put SOLE 80 0 0 SPDR GOLD TR GOLD SHS GOLD SHS 78463v107 115 777 SH SOLE 777 0 0 SPDR SERIES TRUST S&P 600 SMCP GRW ETF 78464a201 40 860 SH SOLE 860 0 0 SPDR SERIES TRUST WELLS FG PFD ETF 78464a292 11 293 SH SOLE 293 0 0 SPDR SERIES TRUST S&P 600 SMCP VAL ETF 78464a300 30 746 SH SOLE 746 0 0 SPDR SERIES TRUST AEROSPACE DEF ETF 78464a631 15 200 SH SOLE 200 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464a763 33 410 SH SOLE 410 0 0 SPDR SERIES TRUST S&P 400 MDCP VAL ETF 78464a839 11 300 SH SOLE 300 0 0 SPDR SER TR S&P BIOTECH 78464a870 77 1000 SH SOLE 1000 0 0 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467v608 3012 75287 SH SOLE 75287 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467x109 110 502 SH SOLE 502 0 0 SPDR S&P MIDCAP 400 ETF T UTSER1 S&PDCRP 78467y107 1380 5250 SH SOLE 5250 0 0 SPDR SERIES TRUST SSGA US LRG ETF 78468r804 191 2104 SH SOLE 2104 0 0 SALESFORCE COM INC COM 79466l302 233 1622 SH SOLE 1622 0 0 SAP AG SPONSORED ADR ISIN SPON ADR 803054204 6911 62547 SH SOLE 62547 0 0 SCHEIN HENRY INC COM 806407102 20 400 SH SOLE 400 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 18 540 SH SOLE 540 0 0 SCHWAB STRATEGIC TR US SML CAP ETF CAP SAC R CAP S 89949 808524607 81 1573 SH SOLE 1573 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 110 4239 SH SOLE 4239 0 0 SCIENCE APPLICATNS INTL CP N COM 808625107 164 2200 SH SOLE 2200 0 0 SELECT SECTOR SPDR TR SBI MATERIALS ETF 81369y100 55 1230 SH SOLE 1230 0 0 SELECT SECTOR SPDR TR HEA SBI HEALTHCARE 81369y209 95 1076 SH SOLE 1076 0 0 SELECT SECTOR SPDR TR CON SBI CONS STPLS 81369y308 459 8435 SH SOLE 8435 0 0 SELECT SECTOR SPDR TR CON SBI CONS DISCR 81369y407 257 2618 SH SOLE 2618 0 0 SELECT SECTOR SPDR TR ENE SBI INT-ENERGY 81369y506 26 888 SH SOLE 888 0 0 SELECT SECTOR SPDR TR SBI INT-FINL ETF 81369y605 137 6582 SH SOLE 6582 0 0 SELECT SECTOR SPDR TR IND SBI INT-INDS 81369y704 103 1747 SH SOLE 1747 0 0 SELECT SECTOR SPDR TR TEC SBI INT-TECH 81369y803 611 7598 SH SOLE 7598 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369y852 49 1103 SH SOLE 1103 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS ETF 81369y886 17 313 SH SOLE 313 0 0 SERVICENOW INC COM 81762p102 160 559 SH SOLE 559 0 0 SHOPIFY INC CL A 82509l107 515 1235 SH SOLE 1235 0 0 SHOPIFY INC CALL 82509L907 361 29 SH Call SOLE 29 0 0 SIMMONS 1ST NATL CORP CL A 828730200 18 986 SH SOLE 986 0 0 SKYWORKS SOLUTIONS INC COM 83088m102 121 1355 SH SOLE 1355 0 0 SMUCKER J M CO COM 832696405 28 250 SH SOLE 250 0 0 SNAP INC CL A 83304a106 12 1000 SH SOLE 1000 0 0 SOUTHERN CO COM COM 842587107 241 4460 SH SOLE 4460 0 0 SPLUNK INC COM 848637104 650 5147 SH SOLE 5147 0 0 SQUARE INC CL A 852234103 70 1330 SH SOLE 1330 0 0 STANLEY BLACK & DECKER INC COM 854502101 55 548 SH SOLE 548 0 0 STARBUCKS CORP COM 855244109 81 1236 SH SOLE 1236 0 0 STARWOOD PPTY TR INC COM COM 85571b105 2544 248164 SH SOLE 247664 0 500 STRYKER CORP COM 863667101 20 120 SH SOLE 120 0 0 SUBURBAN PROPANE PARTNERS LP 864482104 11 810 SH SOLE 810 0 0 SUNCOR ENERGY INC NEW COM COM 867224107 32 2000 SH SOLE 2000 0 0 SYSCO CORP COM 871829107 12 260 SH SOLE 260 0 0 TJX COS INC NEW COM 872540109 30 627 SH SOLE 627 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 781 6583 SH SOLE 6583 0 0 TARGET CORP COM COM 87612e106 93 1000 SH SOLE 0 0 1000 TELADOC HEALTH INC COM 87918a105 12 80 SH SOLE 80 0 0 TESLA INC COM 88160r101 80 153 SH SOLE 153 0 0 TESLA INC CALL 88160R901 44 4 SH Call SOLE 4 0 0 TEXAS INSTRS INC COM 882508104 40 400 SH SOLE 400 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 13787 48616 SH SOLE 48616 0 0 3-D SYS CORP DEL DEL 88554d205 18 2352 SH SOLE 2352 0 0 3M CO COM 88579y101 549 4019 SH SOLE 3436 0 583 TOTAL S A ADR 89151e109 10 280 SH SOLE 280 0 0 TRAVELERS COMPANIES INC COM 89417e109 15 150 SH SOLE 150 0 0 TRIP COM GROUP LTD ADS 89677q107 10 434 SH SOLE 434 0 0 TRUIST FINL CORP COM 89832q109 41 1326 SH SOLE 1326 0 0 TWILIO INC CL A 90138f102 298 3329 SH SOLE 3329 0 0 TWILIO INC CALL 90138F902 45 95 SH Call SOLE 95 0 0 TWITTER INC COM 90184l102 34 1391 SH SOLE 1391 0 0 UGI CORP NEW COM 902681105 12 433 SH SOLE 433 0 0 US BANCORP DEL COM 902973304 277 8027 SH SOLE 8027 0 0 UNILEVER PLC SPON ADR NEW ADR 904767704 66 1314 SH SOLE 1314 0 0 UNILEVER N V N Y SHS 904784709 6590 135093 SH SOLE 135093 0 0 UNION PAC CORP COM 907818108 870 6166 SH SOLE 6166 0 0 UNITED PARCEL SERVICE INC CL B 911312106 126 1350 SH SOLE 1350 0 0 UNITED TECHNOLOGIES CORP COM 913017109 111 1172 SH SOLE 1172 0 0 UNITEDHEALTH GROUP INC COM 91324p102 132 529 SH SOLE 529 0 0 VALLEY NATL BANCORP COM 919794107 40 5501 SH SOLE 5501 0 0 VANECK VECTORS ETF TR BIOTECH ETF 92189f726 35 270 SH SOLE 270 0 0 VANGUARD GROUP DIV APP ETF 921908844 1149 11117 SH SOLE 11117 0 0 VANGUARD STAR FD VG TL INTL STK F ETF 921909768 31 750 SH SOLE 750 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 149 1000 SH SOLE 1000 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4633 56378 SH SOLE 56378 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 206 6189 SH SOLE 6189 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 3489 49312 SH SOLE 49312 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 104 2540 SH SOLE 2540 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1425 42473 SH SOLE 42473 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 100 2310 SH SOLE 2310 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204a405 19 366 SH SOLE 366 0 0 VANGUARD WORLD FDS INF TECH ETF 92204a702 30 143 SH SOLE 143 0 0 VANGUARD SCOTTSDALE FDS RUS2000GRW 92206c623 115 1000 SH SOLE 1000 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206c680 712 4600 SH SOLE 4600 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206c706 155 2202 SH SOLE 2202 0 0 VAXART INC COM 92243a200 16 9090 SH SOLE 9090 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5901 24917 SH SOLE 24917 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 85 1220 SH SOLE 1220 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 123 936 SH SOLE 936 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 18 200 SH SOLE 200 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 149 949 SH SOLE 949 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 107 930 SH SOLE 930 0 0 VANGUARD INDEX FDS TOTAL ETF 922908769 9718 75387 SH SOLE 75387 0 0 VERIZON COMMUNICATIONS CO COM 92343v104 937 17430 SH SOLE 17430 0 0 VIAD CORP COM 92552r406 18 857 SH SOLE 857 0 0 VIACOMCBS INC CL A 92556h107 21 1192 SH SOLE 1192 0 0 VIACOMCBS INC CL B 92556h206 10 737 SH SOLE 737 0 0 VISA INC COM CL A 92826c839 1471 9127 SH SOLE 9127 0 0 W P CAREY INC COM 92936u109 71 1218 SH SOLE 1218 0 0 WALMART INC COM 931142103 243 2139 SH SOLE 2139 0 0 WASTE CONNECTIONS INC COM 94106b101 81 1050 SH SOLE 1050 0 0 WASTE MGMT INC COM 94106l109 7544 81508 SH SOLE 81508 0 0 WELLS FARGO & CO NEW COM COM 949746101 64 2217 SH SOLE 2217 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 426 2795 SH SOLE 2795 0 0 WILLIAMS COS INC COM COM 969457100 225 15889 SH SOLE 15889 0 0 WISDOMTREE TRUST EMG MKTS SMCAP 97717w281 2436 73741 SH SOLE 73741 0 0 WISDOMTREE TR SMLCAP EARN FD 97717w562 21 960 SH SOLE 960 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717x701 504 9839 SH SOLE 9839 0 0 WORLD WRESTLING ENTMT INC CL A 98156q108 12 340 SH SOLE 340 0 0 WW INTL INC COM 98262p101 14 857 SH SOLE 857 0 0 XYLEM INC COM 98419m100 101 1544 SH SOLE 1544 0 0 YUM BRANDS INC COM COM 988498101 52 765 SH SOLE 765 0 0 YUM CHINA HLDGS INC COM 98850p109 32 750 SH SOLE 750 0 0 ZIMMER BIOMET HLDGS INC COM 98956p102 10 100 SH SOLE 100 0 0 ZOETIS INC CL A CIIETIS INC S CZ 9007 98978v103 27 229 SH SOLE 229 0 0 ZSCALER INC COM 98980g102 639 10506 SH SOLE 10506 0 0 ZOOM VIDEO COMMUNICATIONS IN CALL 98980L901 33 5 SH Call SOLE 5 0 0 AMCOR PLC ORD SHS EUR g0250x107 126 15458 SH SOLE 0 0 15458 AON PLC SHS CL A g0408v102 9361 56718 SH SOLE 56628 0 90 ACCENTURE PLC IRELAND CLA SHS CLASS A g1151c101 12031 73691 SH SOLE 73375 0 316 BROOKFIELD INFRAST PARTNE INT UNIT g16252101 2586 71880 SH SOLE 71880 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT g16258108 106 2500 SH SOLE 2500 0 0 CONSOLIDATED WATER CO INC ORD g23773107 11 650 SH SOLE 650 0 0 EATON CORP PLC SHS g29183103 39 500 SH SOLE 500 0 0 IHS MARKIT LTD SHS g47567105 11 180 SH SOLE 180 0 0 LIBERTY GLOBAL PLC SHS CL A g5480u104 26 1546 SH SOLE 1546 0 0 LIBERTY GLOBAL PLC SHS CL C g5480u120 27 1736 SH SOLE 1736 0 0 LINDE PLC COM g5494j103 52 300 SH SOLE 300 0 0 MEDTRONIC PLC SHS g5960l103 5496 60943 SH SOLE 60943 0 0 NIELSEN HLDGS PLC SHS EUR g6518l108 203 16210 SH SOLE 16210 0 0 ALCON INC ORD SHS h01301128 12 228 SH SOLE 228 0 0 CHUBB LIMITED COM h1467j104 45 400 SH SOLE 400 0 0 CHECK POINT SOFTWARE TECH LT ORD m22465104 60 600 SH SOLE 600 0 0 FERRARI N V COM n3167y103 49 320 SH SOLE 320 0 0 ROYAL CARIBBEAN CRUISES LTD COM v7780t103 24 755 SH SOLE 755 0 0