Senior Managing Partner

0001388736-21-000001.txt : 20210212 0001388736-21-000001.hdr.sgml : 20210212 20210212145026 ACCESSION NUMBER: 0001388736-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21626049 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 12-31-2020 12-31-2020 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 02-12-2021 0 492 938404 false INFORMATION TABLE 2 KPCM4Q2020.xml FORM 13F ABB LTD SPONSORED 000375204 24 850 SH SOLE 850 0 0 AFLAC INC COM 001055102 13 300 SH SOLE 300 0 0 ALPS ETF TR ALERIAN MLP ADDED 00162q452 34 1312 SH SOLE 1312 0 0 ALPS ETF TR CLEAN ENERGY ETF 00162q460 18 222 SH SOLE 222 0 0 ALPS ETF TR MED BREAKTHGH 00162q593 82 1598 SH SOLE 1598 0 0 ANGI HOMESERVICES INC COM CL A 00183l102 13 1000 SH SOLE 1000 0 0 AT&T INC COM COM 00206r102 9779 340030 SH SOLE 339555 0 475 ABBOTT LABS COM 002824100 1384 12642 SH SOLE 12642 0 0 ABBVIE INC COM 00287y109 964 9000 SH SOLE 9000 0 0 ABERDEEN EMRG MRKTS EQT INM COM 00301w105 16 1957 SH SOLE 1957 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326a104 14 750 SH SOLE 750 0 0 ACTIVISION BLIZZARD INC COM 00507v109 8380 90248 SH SOLE 90248 0 0 ADOBE SYS INC COM 00724f101 60 119 SH SOLE 119 0 0 AEGION CORP COM COM 00770f104 303 15950 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2376 PROSHARES TR SHORT S&P 500 NE ETF 74347b425 58 3240 SH SOLE 3240 0 0 PROSHARES TR MSCI EAFE DIVD 74347b839 39 899 SH SOLE 899 0 0 PROSHARES TR PROSHARES UL ETF 74347r107 163 1788 SH SOLE 1788 0 0 PROSHARES TR SHRT HGH YIELD 74347r131 19 1000 SH SOLE 1000 0 0 PROSHARES TR PSHS ULTRA QQQ 74347r206 28 240 SH SOLE 240 0 0 PROSHARES TR ULTRA FNCLS NEW ETF 74347x633 48 1124 SH SOLE 1124 0 0 PROSHARES TR S&P 500 DV ARIST 74348a467 144 1799 SH SOLE 1799 0 0 QUALCOMM INC COM 747525103 11296 74147 SH SOLE 73383 0 764 RAYONIER INC COM 754907103 35 1178 SH SOLE 1178 0 0 RAYTHEON TECHNOLOGIES CORP COM ADDED 75513e101 10403 145471 SH SOLE 145238 0 233 REGENERON PHARMACEUTICALS COM 75886f107 34 70 SH SOLE 70 0 0 REPUBLIC SVCS INC COM 760759100 130 1350 SH SOLE 1350 0 0 RESMED INC COM 761152107 44 206 SH SOLE 206 0 0 RESTAURANT BRANDS INTL INC COM 76131d103 12 203 SH SOLE 203 0 0 ROCKWELL AUTOMATION INC COM 773903109 13 50 SH SOLE 50 0 0 ROYAL DUTCH SHELL PLC SPONS ADR 780259206 39 1104 SH SOLE 1104 0 0 ROYCE VALUE TR INC COM 780910105 30 1878 SH SOLE 1878 0 0 S&P GLOBAL INC COM 78409v104 12401 37725 SH SOLE 37725 0 0 SBA COMMUNICATIONS CORP CL A 78410g104 129 458 SH SOLE 458 0 0 SPDR S&P 500 ETF TR TR UN UNIT SER 1 78462f103 974 2606 SH SOLE 2606 0 0 SPDR GOLD TR GOLD SHS GOLD SHS 78463v107 268 1500 SH SOLE 1500 0 0 SPDR SERIES TRUST WELLS FG PFD ETF 78464a292 13 293 SH SOLE 293 0 0 SPDR SER TR S&P 600 SMCP VAL ETF 78464a300 12 176 SH SOLE 176 0 0 SPDR SER TR PRTFLO S&P500 GW ETF 78464a409 20 357 SH SOLE 357 0 0 SPDR SER TR PRTFLO S&P500 VL ETF 78464a508 47 1364 SH SOLE 1364 0 0 SPDR SER TR BLOMBERG INTL TR ETF 78464a516 63 2021 SH SOLE 2021 0 0 SPDR SER TR HLTH CR EQUIP ETF 78464a581 100 882 SH SOLE 882 0 0 SPDR SERIES TRUST AEROSPACE DEF ETF 78464a631 23 200 SH SOLE 200 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464a763 43 410 SH SOLE 410 0 0 SPDR SER TR S&P BIOTECH 78464a870 282 2000 SH SOLE 2000 0 0 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467v608 3985 87298 SH SOLE 87298 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467x109 299 977 SH SOLE 977 0 0 SPDR S&P MIDCAP 400 ETF T UTSER1 S&PDCRP 78467y107 1922 4577 SH SOLE 4577 0 0 SPDR SERIES TRUST SSGA US LRG ETF 78468r804 252 2104 SH SOLE 2104 0 0 SVB FINANCIAL GROUP COM 78486q101 16 40 SH SOLE 40 0 0 SALESFORCE COM INC COM 79466l302 242 1088 SH SOLE 1088 0 0 SAP AG SPONSORED ADR ISIN SPON ADR 803054204 9030 69253 SH SOLE 69253 0 0 SAREPTA THERAPEUTICS INC COM 803607100 35 208 SH SOLE 208 0 0 SCHEIN HENRY INC COM 806407102 27 400 SH SOLE 400 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 27 500 SH SOLE 500 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11 122 SH SOLE 122 0 0 SCHWAB STRATEGIC TR US SML CAP ETF CAP SAC R CAP S 89949 808524607 19 211 SH SOLE 211 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 225 6237 SH SOLE 6237 0 0 SCIENCE APPLICATNS INTL CP N COM 808625107 246 2600 SH SOLE 2600 0 0 SELECT SECTOR SPDR TR SBI MATERIALS ETF 81369y100 89 1230 SH SOLE 1230 0 0 SELECT SECTOR SPDR TR HEA SBI HEALTHCARE 81369y209 111 976 SH SOLE 976 0 0 SELECT SECTOR SPDR TR CON SBI CONS STPLS 81369y308 572 8478 SH SOLE 8478 0 0 SELECT SECTOR SPDR TR CON SBI CONS DISCR 81369y407 562 3496 SH SOLE 3496 0 0 SELECT SECTOR SPDR TR SBI INT-FINL ETF 81369y605 182 6172 SH SOLE 6172 0 0 SELECT SECTOR SPDR TR IND SBI INT-INDS 81369y704 221 2495 SH SOLE 2495 0 0 SELECT SECTOR SPDR TR TEC SBI INT-TECH 81369y803 1137 8748 SH SOLE 8748 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369y852 93 1383 SH SOLE 1383 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS ETF 81369y886 13 213 SH SOLE 213 0 0 SERVICENOW INC COM 81762p102 316 575 SH SOLE 16 0 559 SHOPIFY INC CL A 82509l107 1983 1752 SH SOLE 17 0 1735 SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 13 599 SH SOLE 599 0 0 SKYWORKS SOLUTIONS INC COM 83088m102 115 755 SH SOLE 755 0 0 SMARTSHEET INC COM CL A 83200n103 13 182 SH SOLE 182 0 0 SMUCKER J M CO COM 832696405 29 250 SH SOLE 250 0 0 SNAP INC CL A 83304a106 50 1000 SH SOLE 1000 0 0 SOUTHERN CO COM COM 842587107 277 4514 SH SOLE 4514 0 0 SPLUNK INC COM 848637104 771 4539 SH SOLE 12 0 4527 SPROTT PHYSICAL SILVER TR TR UNIT 85207k107 14 1500 SH SOLE 1500 0 0 SQUARE INC CL A 852234103 279 1282 SH SOLE 1132 0 150 STANLEY BLACK & DECKER INC COM 854502101 71 398 SH SOLE 398 0 0 STARBUCKS CORP COM 855244109 262 2447 SH SOLE 2447 0 0 STARWOOD PPTY TR INC COM COM 85571b105 4657 241310 SH SOLE 240810 0 500 STRYKER CORP COM 863667101 29 120 SH SOLE 120 0 0 SUBURBAN PROPANE PARTNERS LP 864482104 12 810 SH SOLE 810 0 0 SUNNOVA ENERGY INTL INC. COM 86745k104 181 4000 SH SOLE 4000 0 0 SYSCO CORP COM 871829107 152 2048 SH SOLE 2048 0 0 TJX COS INC NEW COM 872540109 43 627 SH SOLE 627 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 33 301 SH SOLE 301 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1368 6583 SH SOLE 0 0 6583 TARGET CORP COM COM 87612e106 194 1099 SH SOLE 99 0 1000 TELADOC HEALTH INC COM 87918a105 16 80 SH SOLE 80 0 0 TESLA INC COM 88160r101 4130 5852 SH SOLE 982 0 4870 TEXAS INSTRS INC COM 882508104 74 449 SH SOLE 449 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 23214 49839 SH SOLE 49839 0 0 3M CO COM 88579y101 597 3416 SH SOLE 2833 0 583 TIFFANY & CO NEW COM 886547108 26 200 SH SOLE 200 0 0 TIMKEN CO COM 887389104 14 183 SH SOLE 183 0 0 TRANSUNION COM 89400j107 114 1151 SH SOLE 1151 0 0 TRAVELERS COMPANIES INC COM 89417e109 37 262 SH SOLE 262 0 0 TRIP COM GROUP LTD ADS 89677q107 15 434 SH SOLE 434 0 0 TWILIO INC CL A 90138f102 1148 3392 SH SOLE 63 0 3329 TWITTER INC COM 90184l102 18 326 SH SOLE 326 0 0 TWITTER INC NOTE NOTE 90184lad4 102 100000 SH SOLE 100000 0 0 UGI CORP NEW COM 902681105 15 433 SH SOLE 433 0 0 US BANCORP DEL COM 902973304 144 3095 SH SOLE 3095 0 0 UNILEVER PLC SPON ADR NEW ADR 904767704 9800 162361 SH SOLE 162361 0 0 UNION PAC CORP COM 907818108 1245 5981 SH SOLE 5981 0 0 UNITED PARCEL SERVICE INC CL B 911312106 362 2151 SH SOLE 2151 0 0 UNITEDHEALTH GROUP INC COM 91324p102 335 954 SH SOLE 954 0 0 UNITI GROUP INC COM 91325v108 15 1315 SH SOLE 1315 0 0 UPWORK INC COM 91688f104 18 533 SH SOLE 533 0 0 VALLEY NATL BANCORP COM 919794107 54 5501 SH SOLE 5501 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189f106 43 1190 SH SOLE 1190 0 0 VANECK VECTORS ETF TR BIOTECH ETF 92189f726 46 270 SH SOLE 270 0 0 VANGUARD GROUP DIV APP ETF 921908844 1580 11192 SH SOLE 11192 0 0 VANGUARD STAR FD VG TL INTL STK F ETF 921909768 45 750 SH SOLE 750 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 230 1000 SH SOLE 1000 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 22323 269277 SH SOLE 269277 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 245 5189 SH SOLE 5189 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 4032 44058 SH SOLE 44058 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 11 94 SH SOLE 94 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 112 1925 SH SOLE 1925 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1964 39193 SH SOLE 39193 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 135 2240 SH SOLE 2240 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204a108 124 449 SH SOLE 449 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204a504 21 93 SH SOLE 93 0 0 VANGUARD WORLD FDS INF TECH ETF 92204a702 188 531 SH SOLE 531 0 0 VANGUARD SCOTTSDALE FDS RUS2000GRW 92206c623 211 1011 SH SOLE 1011 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206c680 1140 4600 SH SOLE 4600 0 0 VAXART INC COM 92243a200 40 7000 SH SOLE 7000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 8528 24812 SH SOLE 24812 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 111 1305 SH SOLE 1305 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 135 822 SH SOLE 822 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 240 949 SH SOLE 949 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 13 65 SH SOLE 65 0 0 VANGUARD INDEX FDS TOTAL ETF 922908769 13567 69702 SH SOLE 69702 0 0 VERIZON COMMUNICATIONS CO COM 92343v104 1212 20631 SH SOLE 20631 0 0 VERTEX PHARMACEUTICALS INC COM 92532f100 118 500 SH SOLE 500 0 0 VIACOMCBS INC CL A 92556h107 41 1096 SH SOLE 1096 0 0 VIACOMCBS INC CL B 92556h206 36 973 SH SOLE 973 0 0 VIATRIS INC COM 92556v106 15 793 SH SOLE 761 0 32 VISA INC COM CL A 92826c839 2090 9555 SH SOLE 9555 0 0 W P CAREY INC COM 92936u109 86 1218 SH SOLE 1218 0 0 WALMART INC COM 931142103 570 3955 SH SOLE 3955 0 0 WASTE CONNECTIONS INC COM 94106b101 108 1050 SH SOLE 1050 0 0 WASTE MGMT INC COM 94106l109 10101 85654 SH SOLE 85654 0 0 WELLS FARGO & CO NEW COM COM 949746101 22 722 SH SOLE 722 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 743 2622 SH SOLE 2622 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 30 708 SH SOLE 708 0 0 WILLIAMS COS INC COM COM 969457100 287 14325 SH SOLE 14325 0 0 WILLIAMS SONOMA INC COM 969904101 5732 56286 SH SOLE 56286 0 0 WISDOMTREE TR US HIGH DIVIDEND ETF 97717w208 20 282 SH SOLE 282 0 0 WISDOMTREE TRUST EMG MKTS SMCAP 97717w281 3717 77883 SH SOLE 77883 0 0 WISDOMTREE TR SMLCAP EARN FD 97717w562 37 960 SH SOLE 960 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717x701 395 5958 SH SOLE 5958 0 0 WORLD WRESTLING ENTMT INC CL A 98156q108 16 340 SH SOLE 340 0 0 WYNDHAM DESTINATIONS INC COM 98310w108 45 1000 SH SOLE 1000 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311a105 59 1000 SH SOLE 1000 0 0 XPO LOGISTICS INC COM 983793100 72 600 SH SOLE 600 0 0 XYLEM INC COM 98419m100 118 1159 SH SOLE 1159 0 0 YAMANA GOLD INC COM 98462y100 46 8010 SH SOLE 8010 0 0 YUM BRANDS INC COM COM 988498101 91 837 SH SOLE 837 0 0 YUM CHINA HLDGS INC COM 98850p109 43 750 SH SOLE 750 0 0 ZIMMER BIOMET HLDGS INC COM 98956p102 108 700 SH SOLE 700 0 0 ZOETIS INC CL A CIIETIS INC S CZ 9007 98978v103 144 869 SH SOLE 869 0 0 ZSCALER INC COM 98980g102 2098 10506 SH SOLE 0 0 10506 AMCOR PLC ORD SHS EUR g0250x107 182 15458 SH SOLE 0 0 15458 AON PLC SHS CL A ADDED g0403h108 13541 64094 SH SOLE 64004 0 90 ACCENTURE PLC IRELAND CLA SHS CLASS A g1151c101 20269 77597 SH SOLE 77281 0 316 BROOKFIELD INFRAST PARTNE INT UNIT g16252101 4225 85520 SH SOLE 85520 0 0 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT g16258108 162 3750 SH SOLE 3750 0 0 EATON CORP PLC SHS g29183103 60 500 SH SOLE 500 0 0 IHS MARKIT LTD SHS g47567105 16 180 SH SOLE 180 0 0 LIBERTY GLOBAL PLC SHS CL A g5480u104 38 1556 SH SOLE 1556 0 0 LIBERTY GLOBAL PLC SHS CL C g5480u120 42 1766 SH SOLE 1766 0 0 LINDE PLC COM g5494j103 184 700 SH SOLE 700 0 0 MEDTRONIC PLC SHS g5960l103 8513 72676 SH SOLE 72676 0 0 NIELSEN HLDGS PLC SHS EUR g6518l108 104 5000 SH SOLE 5000 0 0 STERIS PLC SHS USD g8473t100 38 200 SH SOLE 200 0 0 CHUBB LIMITED COM h1467j104 66 430 SH SOLE 430 0 0 SPOTIFY TECHNOLOGY S A SHS l8681t102 19 59 SH SOLE 59 0 0 CHECK POINT SOFTWARE TECH LT ORD m22465104 80 600 SH SOLE 600 0 0 CYBERARK SOFTWARE LTD SHS m2682v108 14 86 SH SOLE 86 0 0 FERRARI N V COM n3167y103 37 160 SH SOLE 160 0 0 NXP SEMICONDUCTORS N V COM n6596x109 12 75 SH SOLE 75 0 0