The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 304,774 | 1,964 | SH | SOLE | 1,964 | 0 | 0 | |||
| ABBOTT LABS | COM | 002824100 | 5,187,094 | 38,727 | SH | SOLE | 38,727 | 0 | 0 | |||
| ABBVIE INC | COM | 00287Y109 | 6,550,936 | 28,292 | SH | SOLE | 28,292 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 343,966 | 2,126 | SH | SOLE | 2,126 | 0 | 0 | |||
| AIR PRODS & CHEMS INC | COM | 009158106 | 313,628 | 1,150 | SH | SOLE | 1,150 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,293,859 | 25,890 | SH | SOLE | 25,890 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 267,905 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | |||
| ALTRIA GROUP INC | COM | 02209S103 | 915,261 | 13,855 | SH | SOLE | 13,855 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 623,579 | 2,840 | SH | SOLE | 2,840 | 0 | 0 | |||
| AMERICAN EXPRESS CO | COM | 025816109 | 1,369,604 | 4,123 | SH | SOLE | 4,123 | 0 | 0 | |||
| AMERIPRISE FINL INC | COM | 03076C106 | 245,625 | 500 | SH | SOLE | 500 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 5,169,498 | 20,302 | SH | SOLE | 20,302 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 429,024 | 100 | SH | SOLE | 100 | 0 | 0 | |||
| BANK AMER CORP | COM | 060505104 | 2,019,594 | 39,147 | SH | SOLE | 39,147 | 0 | 0 | |||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,508,400 | 2 | SH | SOLE | 2 | 0 | 0 | |||
| BERKSHIRE HATHAWAY INC DEL | CL B | 084670702 | 746,569 | 1,485 | SH | SOLE | 1,485 | 0 | 0 | |||
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 322,194 | 7,144 | SH | SOLE | 7,144 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 1,075,507 | 3,260 | SH | SOLE | 3,260 | 0 | 0 | |||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 1,608,593 | 7,567 | SH | SOLE | 7,567 | 0 | 0 | |||
| CATERPILLAR INC | COM | 149123101 | 200,403 | 420 | SH | SOLE | 420 | 0 | 0 | |||
| CHEVRON CORP NEW | COM | 166764100 | 4,993,661 | 32,157 | SH | SOLE | 32,157 | 0 | 0 | |||
| CHUBB LIMITED | COM | H1467J104 | 2,274,371 | 8,058 | SH | SOLE | 8,058 | 0 | 0 | |||
| CISCO SYS INC | COM | 17275R102 | 3,774,047 | 55,160 | SH | SOLE | 55,160 | 0 | 0 | |||
| COCA COLA CO | COM | 191216100 | 6,277,851 | 94,660 | SH | SOLE | 94,660 | 0 | 0 | |||
| CSX CORP | COM | 126408103 | 842,901 | 23,737 | SH | SOLE | 23,737 | 0 | 0 | |||
| DOLLAR GEN CORP NEW | COM | 256677105 | 784,427 | 7,590 | SH | SOLE | 7,590 | 0 | 0 | |||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,538,519 | 12,432 | SH | SOLE | 12,432 | 0 | 0 | |||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 810,783 | 10,408 | SH | SOLE | 10,408 | 0 | 0 | |||
| LILLY ELI & CO | COM | 532457108 | 2,424,814 | 3,178 | SH | SOLE | 3,178 | 0 | 0 | |||
| EMERSON ELEC CO | COM | 291011104 | 776,192 | 5,917 | SH | SOLE | 5,917 | 0 | 0 | |||
| ENBRIDGE INC | COM | 29250N105 | 366,037 | 7,254 | SH | SOLE | 7,254 | 0 | 0 | |||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 450,286 | 3,545 | SH | SOLE | 3,545 | 0 | 0 | |||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 208,415 | 6,665 | SH | SOLE | 6,665 | 0 | 0 | |||
| EXXON MOBIL CORP | COM | 30231G102 | 5,024,845 | 44,566 | SH | SOLE | 44,566 | 0 | 0 | |||
| GE AEROSPACE | COM NEW | 369604301 | 1,320,600 | 4,390 | SH | SOLE | 4,390 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 584,770 | 951 | SH | SOLE | 951 | 0 | 0 | |||
| GENERAL DYNAMICS CORP | COM | 369550108 | 378,851 | 1,111 | SH | SOLE | 1,111 | 0 | 0 | |||
| GENERAL MLS INC | COM | 370334104 | 629,040 | 12,476 | SH | SOLE | 12,476 | 0 | 0 | |||
| HOME DEPOT INC | COM | 437076102 | 4,312,844 | 10,644 | SH | SOLE | 10,644 | 0 | 0 | |||
| HONEYWELL INTL INC | COM | 438516106 | 4,117,380 | 19,560 | SH | SOLE | 19,560 | 0 | 0 | |||
| INTERDIGITAL INC | COM | 45867G101 | 233,030 | 675 | SH | SOLE | 675 | 0 | 0 | |||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 3,174,864 | 11,252 | SH | SOLE | 11,252 | 0 | 0 | |||
| JOHNSON & JOHNSON | COM | 478160104 | 6,534,011 | 35,238 | SH | SOLE | 35,238 | 0 | 0 | |||
| JPMORGAN CHASE & CO | COM | 46625H100 | 8,900,804 | 28,218 | SH | SOLE | 28,218 | 0 | 0 | |||
| KLA CORP | COM NEW | 482480100 | 566,265 | 525 | SH | SOLE | 525 | 0 | 0 | |||
| LOCKHEED MARTIN CORP | COM | 539830109 | 2,319,959 | 4,647 | SH | SOLE | 4,647 | 0 | 0 | |||
| LOWES COS INC | COM | 548661107 | 2,654,839 | 10,564 | SH | SOLE | 10,564 | 0 | 0 | |||
| MCDONALDS CORP | COM | 580135101 | 322,731 | 1,062 | SH | SOLE | 1,062 | 0 | 0 | |||
| MERCK & CO INC | COM | 58933Y105 | 2,702,462 | 32,199 | SH | SOLE | 32,199 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 9,894,399 | 19,103 | SH | SOLE | 19,103 | 0 | 0 | |||
| MONDELEZ INTL INC | COM | 609207105 | 1,437,122 | 23,005 | SH | SOLE | 23,005 | 0 | 0 | |||
| NEXTERA ENERGY INC | COM | 65339F101 | 1,350,894 | 17,895 | SH | SOLE | 17,895 | 0 | 0 | |||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 1,896,789 | 6,314 | SH | SOLE | 6,314 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 357,860 | 1,918 | SH | SOLE | 1,918 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 4,070,105 | 14,472 | SH | SOLE | 14,472 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,793,184 | 26,740 | SH | SOLE | 26,740 | 0 | 0 | |||
| PEPSICO INC | COM | 713448108 | 3,547,211 | 25,257 | SH | SOLE | 25,257 | 0 | 0 | |||
| PHILIP MORRIS INTL INC | COM | 718172109 | 965,090 | 5,950 | SH | SOLE | 5,950 | 0 | 0 | |||
| PHILLIPS 66 | COM | 718546104 | 270,000 | 1,985 | SH | SOLE | 1,985 | 0 | 0 | |||
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 2,270,750 | 24,211 | SH | SOLE | 24,211 | 0 | 0 | |||
| PROCTER AND GAMBLE CO | COM | 742718109 | 2,278,935 | 14,831 | SH | SOLE | 14,831 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 2,945,903 | 17,708 | SH | SOLE | 17,708 | 0 | 0 | |||
| REGIONS FINL CORP NEW | COM | 7591EP100 | 397,765 | 15,084 | SH | SOLE | 15,084 | 0 | 0 | |||
| REPUBLIC SVCS INC | COM | 760759100 | 206,532 | 900 | SH | SOLE | 900 | 0 | 0 | |||
| RTX CORPORATION | COM | 75513E101 | 1,941,363 | 11,602 | SH | SOLE | 11,602 | 0 | 0 | |||
| SHELL PLC | SPON ADS | 780259305 | 1,655,452 | 23,143 | SH | SOLE | 23,143 | 0 | 0 | |||
| SLB LIMITED | COM STK | 806857108 | 443,785 | 12,912 | SH | SOLE | 12,912 | 0 | 0 | |||
| SMARTFINANCIAL INC | COM NEW | 83190L208 | 405,571 | 11,351 | SH | SOLE | 11,351 | 0 | 0 | |||
| SOUTHERN CO | COM | 842587107 | 1,832,000 | 19,331 | SH | SOLE | 19,331 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 215,834 | 445 | SH | SOLE | 445 | 0 | 0 | |||
| TJX COS INC NEW | COM | 872540109 | 1,426,610 | 9,870 | SH | SOLE | 9,870 | 0 | 0 | |||
| TRUIST FINL CORP | COM | 89832Q109 | 1,345,357 | 29,426 | SH | SOLE | 29,426 | 0 | 0 | |||
| UNION PAC CORP | COM | 907818108 | 691,146 | 2,924 | SH | SOLE | 2,924 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 219,956 | 637 | SH | SOLE | 637 | 0 | 0 | |||
| UNUM GROUP | COM | 91529Y106 | 396,522 | 5,098 | SH | SOLE | 5,098 | 0 | 0 | |||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,791,501 | 40,762 | SH | SOLE | 40,762 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 349,232 | 1,023 | SH | SOLE | 1,023 | 0 | 0 | |||
| VULCAN MATLS CO | COM | 929160109 | 369,144 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | |||
| WALMART INC | COM | 931142103 | 5,156,310 | 50,032 | SH | SOLE | 50,032 | 0 | 0 | |||
| WASTE MGMT INC DEL | COM | 94106L109 | 262,420 | 1,188 | SH | SOLE | 1,188 | 0 | 0 | |||
| WELLS FARGO CO NEW | COM | 949746101 | 1,130,313 | 13,485 | SH | SOLE | 13,485 | 0 | 0 | |||
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | 2,304,288 | 22,990 | SH | SOLE | 22,990 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 303,187 | 505 | SH | SOLE | 505 | 0 | 0 | |||
| INVESCO EXCHANGE TRADED FD T | S&P 500 EQL UTL | 46137V274 | 385,983 | 5,035 | SH | SOLE | 5,035 | 0 | 0 | |||
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | 513,555 | 4,194 | SH | SOLE | 4,194 | 0 | 0 | |||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,020,683 | 1,525 | SH | SOLE | 1,525 | 0 | 0 | |||
| ISHARES TR | CORE US AGGBD ET | 464287226 | 1,263,150 | 12,600 | SH | SOLE | 12,600 | 0 | 0 | |||
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | 2,238,476 | 42,045 | SH | SOLE | 42,045 | 0 | 0 | |||
| ISHARES TR | GLOBAL TECH ETF | 464287291 | 928,890 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
| ISHARES GOLD TRUST | ISHARES | 464285204 | 433,054 | 5,951 | SH | SOLE | 5,951 | 0 | 0 | |||
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 | 816,634 | 15,925 | SH | SOLE | 15,925 | 0 | 0 | |||
| JP MORGAN EXCHANGE-TRADED F | ULTRA SHRT INC | 46641Q837 | 3,808,910 | 75,082 | SH | SOLE | 75,082 | 0 | 0 | |||
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | 1,342,500 | 31,250 | SH | SOLE | 31,250 | 0 | 0 | |||
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 1,312,340 | 1,965 | SH | SOLE | 1,965 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 295,431 | 2,096 | SH | SOLE | 2,096 | 0 | 0 | |||
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 3,287,860 | 39,090 | SH | SOLE | 39,090 | 0 | 0 | |||
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 724,014 | 8,550 | SH | SOLE | 8,550 | 0 | 0 | |||
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 7,438,580 | 12,147 | SH | SOLE | 12,147 | 0 | 0 | |||
| VANGUARD INDEX FDS | S & P 500 ETF SHS | 922908363 | 1,763,256 | 22,060 | SH | SOLE | 22,060 | 0 | 0 | |||
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 793,809 | 10,806 | SH | SOLE | 10,806 | 0 | 0 | |||
| VANGUARD STAR FD | VG TL INTL STK F | 921909768 | 3,456,897 | 38,859 | SH | SOLE | 38,859 | 0 | 0 | |||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 738,255 | 14,771 | SH | SOLE | 14,771 | 0 | 0 | |||
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | 3,272,400 | 38,431 | SH | SOLE | 38,431 | 0 | 0 | |||
| WISDOMTREE TR | US S CAP QTY DIV | 97717X651 | 720,608 | 15,171 | SH | SOLE | 15,171 | 0 | 0 | |||