Senior Managing Partner

0001388736-22-000001.txt : 20220211 0001388736-22-000001.hdr.sgml : 20220211 20220211100203 ACCESSION NUMBER: 0001388736-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22617313 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 12-31-2021 12-31-2021 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 02-11-2022 0 635 1222975 false INFORMATION TABLE 2 KPCM4Q2021.xml 3M CO COM 88579y101 529 2976 SH SOLE 2393 0 583 ABB LTD SPONSORED 000375204 32 850 SH SOLE 850 0 0 ABBOTT LABS COM 002824100 1632 11595 SH SOLE 11595 0 0 ABBVIE INC COM 00287y109 1091 8059 SH SOLE 8059 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326a104 13 750 SH SOLE 750 0 0 ACCENTURE PLC IRELAND CLA SHS CLASS A g1151c101 32834 79203 SH SOLE 78887 0 316 ACTIVISION BLIZZARD INC COM 00507v109 182 2733 SH SOLE 2733 0 0 ACUSHNET HLDGS CORP COM 005098108 68 1286 SH SOLE 1286 0 0 ADOBE SYS INC COM 00724f101 269 474 SH SOLE 474 0 0 ADVANCED MICRO DEVICES INC COM 007903107 44 303 SH SOLE 303 0 0 ADVANSIX INC COM 00773t101 16 337 SH SOLE 337 0 0 AFLAC INC COM 001055102 77 1315 SH SOLE 1315 0 0 AGILENT TECHNOLOGIES INC COM 00846u101 17 107 SH SOLE 107 0 0 AIR PRODS & CHEMS INC COM 009158106 69 226 SH SOLE 226 0 0 AKAMAI 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COM 86745k104 70 2500 SH SOLE 2500 0 0 SVB FINANCIAL GROUP COM 78486q101 27 40 SH SOLE 40 0 0 SYNCHRONY FINANCIAL COM 87165b103 19 400 SH SOLE 400 0 0 SYSCO CORP COM 871829107 144 1835 SH SOLE 1835 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 67 558 SH SOLE 558 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 889 5000 SH SOLE 5000 0 0 TARGA RES CORP COM 87612g101 16 314 SH SOLE 314 0 0 TARGET CORP COM COM 87612e106 294 1271 SH SOLE 271 0 1000 TELEDYNE TECHNOLOGIES INC COM 879360105 58 133 SH SOLE 133 0 0 TESLA INC COM 88160r101 6123 5794 SH SOLE 5794 0 0 TEXAS INSTRS INC COM 882508104 57 305 SH SOLE 305 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 32990 49442 SH SOLE 49442 0 0 TIMKEN CO COM 887389104 13 183 SH SOLE 183 0 0 TJX COS INC NEW COM 872540109 136 1792 SH SOLE 1792 0 0 TORO CO COM 891092108 42 421 SH SOLE 421 0 0 TOTALENERGIES ADS 89151e109 37 750 SH SOLE 750 0 0 TRANSUNION COM 89400j107 314 2651 SH SOLE 2651 0 0 TRAVELERS COMPANIES INC COM 89417e109 18 112 SH SOLE 112 0 0 TRIP COM GROUP LTD ADS 89677q107 11 434 SH SOLE 434 0 0 UBER TECHNOLOGIES INC COM 90353t100 15 369 SH SOLE 369 0 0 UGI CORP NEW COM 902681105 20 433 SH SOLE 433 0 0 ULTA BEAUTY INC COM 90384s303 9457 22934 SH SOLE 22934 0 0 UNDER ARMOUR INC CL C 904311206 378 20930 SH SOLE 20930 0 0 UNILEVER PLC SPON ADR NEW ADR 904767704 8456 157204 SH SOLE 157204 0 0 UNION PAC CORP COM 907818108 1534 6089 SH SOLE 6089 0 0 UNITED PARCEL SERVICE INC CL B 911312106 416 1939 SH SOLE 1939 0 0 UNITEDHEALTH GROUP INC COM 91324p102 15250 30371 SH SOLE 30371 0 0 UNITI GROUP INC COM 91325v108 18 1300 SH SOLE 1300 0 0 UPWORK INC COM 91688f104 19 563 SH SOLE 563 0 0 US BANCORP DEL COM 902973304 144 2565 SH SOLE 2565 0 0 VALLEY NATL BANCORP COM 919794107 168 12227 SH SOLE 12227 0 0 VANECK ETF TRUST PHARMACEUTCL ETF ETF 92189f692 46 600 SH SOLE 600 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189f106 38 1190 SH SOLE 1190 0 0 VANECK VECTORS ETF TR BIOTECH ETF 92189f726 51 270 SH SOLE 270 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 302 1000 SH SOLE 1000 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 6846 84702 SH SOLE 84702 0 0 VANGUARD GROUP DIV APP ETF 921908844 781 4549 SH SOLE 4549 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9861 22587 SH SOLE 22587 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 150 822 SH SOLE 822 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 417 1301 SH SOLE 1301 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 511 4404 SH SOLE 4404 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 61 268 SH SOLE 268 0 0 VANGUARD INDEX FDS TOTAL ETF 922908769 14944 61896 SH SOLE 61896 0 0 VANGUARD INDEX FDS VALUE ETF ETF 922908744 59 398 SH SOLE 398 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2248 45449 SH SOLE 45449 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 191 2793 SH SOLE 2793 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 121 1970 SH SOLE 1970 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 114 851 SH SOLE 851 0 0 VANGUARD SCOTTSDALE FDS RUS2000GRW 92206c623 128 600 SH SOLE 600 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206c680 1445 18400 SH SOLE 18400 0 0 VANGUARD STAR FD VG TL INTL STK F ETF 921909768 22 343 SH SOLE 343 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 363 7118 SH SOLE 7118 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 3380 30147 SH SOLE 30147 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204a108 121 355 SH SOLE 355 0 0 VANGUARD WORLD FDS ENERGY ETF ETF 92204a306 56 720 SH SOLE 720 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204a405 469 4860 SH SOLE 4860 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204a504 25 93 SH SOLE 93 0 0 VANGUARD WORLD FDS INF TECH ETF 92204a702 379 827 SH SOLE 827 0 0 VAXART INC COM 92243a200 12 1904 SH SOLE 1904 0 0 VERIZON COMMUNICATIONS CO COM 92343v104 1193 22969 SH SOLE 22969 0 0 VERTEX PHARMACEUTICALS INC COM 92532f100 110 500 SH SOLE 500 0 0 VIACOMCBS INC CL B 92556h206 30 978 SH SOLE 978 0 0 VIATRIS INC COM 92556v106 43 3171 SH SOLE 3139 0 32 VISA INC COM CL A 92826c839 1572 7255 SH SOLE 7255 0 0 VODAFONE GROUP PLC ADR ADR 92857w308 24 1638 SH SOLE 1638 0 0 VUZIX CORP COM NEW COM 92921w300 44 5039 SH SOLE 5039 0 0 W P CAREY INC COM 92936u109 100 1218 SH SOLE 1218 0 0 WALMART INC COM 931142103 650 4496 SH SOLE 4496 0 0 WASTE CONNECTIONS INC COM 94106b101 191 1399 SH SOLE 1399 0 0 WASTE MGMT INC COM 94106l109 14601 87486 SH SOLE 87486 0 0 WATTS WATER TECHNOLOGIES INC CL A CL A 942749102 61 312 SH SOLE 312 0 0 WELLS FARGO & CO NEW COM COM 949746101 59 1237 SH SOLE 1237 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 1207 2574 SH SOLE 2574 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 30 708 SH SOLE 708 0 0 WILLIAMS COS INC COM COM 969457100 393 15075 SH SOLE 15075 0 0 WILLIAMS SONOMA INC COM 969904101 7589 44872 SH SOLE 44872 0 0 WISDOMTREE TR SMLCAP EARN FD 97717w562 49 960 SH SOLE 960 0 0 WISDOMTREE TR EUROPE HEDGED EQ 97717x701 460 5742 SH SOLE 5742 0 0 WISDOMTREE TR US HIGH DIVIDEND ETF 97717w208 23 282 SH SOLE 282 0 0 WISDOMTREE TRUST EMG MKTS SMCAP 97717w281 3923 74137 SH SOLE 74137 0 0 WIX COM LTD SHS LTD SHS m98068105 16 102 SH SOLE 102 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311a105 112 1250 SH SOLE 1250 0 0 XYLEM INC COM 98419m100 163 1362 SH SOLE 1362 0 0 YAMANA GOLD INC COM 98462y100 34 8010 SH SOLE 8010 0 0 YELP INC CL A 985817105 11 300 SH SOLE 300 0 0 YUM BRANDS INC COM COM 988498101 140 1005 SH SOLE 1005 0 0 YUM CHINA HLDGS INC COM 98850p109 37 750 SH SOLE 750 0 0 ZIMMER BIOMET HLDGS INC COM 98956p102 13 100 SH SOLE 100 0 0 ZOETIS INC CL A CL A 98978v103 104 427 SH SOLE 427 0 0 ZSCALER INC COM 98980g102 3376 10506 SH SOLE 10506 0 0 PARKER-HANNIFIN CORP COM 701094104 13339 41931 SH SOLE 41931 0 0 HANNON ARMSTRONG SUST INFR C COM 41068x100 7488 140973 SH SOLE 140973 0 0 ROYAL CARIBBEAN GROUP COM v7780t103 333 4330 SH SOLE 4330 0 0 INDEPENDENCE RLTY TR INC COM 45378a106 156 6033 SH SOLE 6033 0 0 ROYCE VALUE TR INC COM 780910105 40 2055 SH SOLE 2055 0 0 POOL CORP COM 73278l105 37 66 SH SOLE 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776696106 20 40 SH SOLE 40 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 19 288 SH SOLE 288 0 0 MASCO CORP COM 574599106 19 273 SH SOLE 273 0 0 EVERGY INC COM 30034w106 18 269 SH SOLE 269 0 0 VALERO ENERGY CORP COM 91913y100 17 228 SH SOLE 228 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 17 78 SH SOLE 78 0 0 DNP SELECT INCOME FD INC COM 23325p104 16 1500 SH SOLE 1500 0 0 SEMPRA COM 816851109 16 120 SH SOLE 120 0 0 ABERDEEN EMRG MRKTS EQT INM COM 00301w105 15 1957 SH SOLE 1957 0 0 NEWMONT CORP COM 651639106 15 245 SH SOLE 245 0 0 PINNACLE WEST CAP CORP COM 723484101 13 186 SH SOLE 186 0 0 MATCH GROUP INC NEW COM 57667l107 12 88 SH SOLE 88 0 0 ELEMENT SOLUTIONS INC COM 28618m106 11 456 SH SOLE 456 0 0 SANMINA CORPORATION COM 801056102 11 258 SH SOLE 258 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964c106 11 100 SH SOLE 100 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338l103 11 51 SH SOLE 51 0 0 CALIFORNIA WTR SVC GROUP COM 130788102 10 144 SH SOLE 144 0 0 FULLER H B CO COM 359694106 10 126 SH SOLE 126 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 230 2856 SH SOLE 2856 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 116 2156 SH SOLE 2156 0 0 DIMENSIONAL TRUST US SMALL CAP ETF 25434v500 91 1523 SH SOLE 1523 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 90 882 SH SOLE 882 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203j407 44 794 SH SOLE 794 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 42 580 SH SOLE 580 0 0 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 36 622 SH SOLE 622 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 27 433 SH SOLE 433 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739e108 20 1000 SH SOLE 1000 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204a603 19 94 SH SOLE 94 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 15 508 SH SOLE 508 0 0 SANOFI SPONSORED ADR 80105n105 10 200 SH SOLE 200 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD ETF 922907746 150 2728 SH SOLE 2728 0 0 ISHARES TR 3 7 YR TREAS BD ETF 464288661 70 545 SH SOLE 545 0 0 ISHARES TR 0-5YR HI YL CP ETF 46434v407 35 775 SH SOLE 775 0 0 SPDR SER TR PRTFLO S&P500 VL ETF 78464a508 10 249 SH SOLE 249 0 0 SPDR SER TR PORTFOLIO S&P500 ETF 78464a854 471 8437 SH SOLE 8437 0 0 ISHARES TR CORE MSCI EAFE ETF 46432f842 422 5653 SH SOLE 5653 0 0 ALGOMA STL GROUP INC COM ADDED 015658107 324 30000 SH SOLE 30000 0 0 RIVIAN AUTOMOTIVE INC COM CL A ADDED 76954a103 89 860 SH SOLE 860 0 0 FLUENCE ENERGY INC COM CL A ADDED 34379v103 71 2000 SH SOLE 2000 0 0 CADENCE BANK COM ADDED 12740c103 30 1000 SH SOLE 1000 0 0 WISDOMTREE TR ITL HDG QTLY DIV ETF 97717x594 29 631 SH SOLE 631 0 0 SCHWAB STRATEGIC TR US AGGREGATE B ETF 808524839 49 906 SH SOLE 906 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD ETF 46090f100 46 3277 SH SOLE 3277 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX ETF 92206c730 12 57 SH SOLE 57 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX ETF 33733e302 10 45 SH SOLE 45 0 0 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM ETF 46641q332 25 400 SH SOLE 400 0 0 LENNAR CORP CL A 526057104 61 528 SH SOLE 528 0 0 BAKER HUGHES COMPANY CL A 05722g100 18 763 SH SOLE 763 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841n107 18 226 SH SOLE 226 0 0 AMPHENOL CORP NEW CL A 032095101 17 194 SH SOLE 194 0 0 PJT PARTNERS INC COM CL A 69343t107 16 214 SH SOLE 214 0 0 FREEPORT-MCMORAN INC CL B 35671d857 24 570 SH SOLE 570 0 0 VANECK ETF TRUST JP MRGAN EM LOC ETF 92189h300 54 1904 SH SOLE 1904 0 0 ISHARES INC CORE MSCI EMKT ETF 46434g103 22 372 SH SOLE 372 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 351 8992 SH SOLE 8992 0 0 ISHARES GOLD TR ISHARES NEW ETF 464285204 107 3064 SH SOLE 3064 0 0 MONEYGRAM INTL INC COM NEW 60935y208 27 3408 SH SOLE 3408 0 0 BLUELINX HLDGS INC COM NEW 09624h208 21 222 SH SOLE 222 0 0 LITHIUM AMERS CORP NEW COM NEW 53680q207 18 610 SH SOLE 610 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES ETF 808524854 24 424 SH SOLE 424 0 0 ISHARES TR CORE S&P TTL STK ETF 464287150 51 476 SH SOLE 476 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA ETF 92203c303 23 459 SH SOLE 459 0 0 ISHARES TR CORE MSCI EURO ETF 46434v738 25 429 SH SOLE 429 0 0 APPLE INC COM 037833900 716 8800 SH Call OTR 8800 0 0 ADVANCED MICRO DEVICES INC COM 007903907 911 15000 SH Call OTR 15000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C905 95 800 SH Call OTR 800 0 0 ENPHASE ENERGY INC COM 29355A907 151 3500 SH Call OTR 3500 0 0 FORD MTR CO DEL COM COM 345370900 279 60000 SH Call OTR 60000 0 0 ALPHABET INC CAP STK CL C 02079K905 392 300 SH Call OTR 300 0 0 MICROSOFT CORP COM 594918904 482 3000 SH Call OTR 3000 0 0 NVIDIA CORPORATION COM 67066G904 2139 9600 SH Call OTR 9600 0 0 UIPATH INC CL A 90364P905 616 55000 SH Call OTR 55000 0 0 PAYPAL HLDGS INC COM 70450Y903 547 15200 SH Call OTR 15200 0 0 ROBLOX CORP CL A 771049903 212 6400 SH Call OTR 6400 0 0 SHOPIFY INC CL A 82509L907 1313 2200 SH Call OTR 2200 0 0