0001398344-21-010283.txt : 20210511
0001398344-21-010283.hdr.sgml : 20210511
20210511151705
ACCESSION NUMBER: 0001398344-21-010283
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210511
DATE AS OF CHANGE: 20210511
EFFECTIVENESS DATE: 20210511
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lumature Wealth Partners, LLC
CENTRAL INDEX KEY: 0001843558
IRS NUMBER: 850937890
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20611
FILM NUMBER: 21910965
BUSINESS ADDRESS:
STREET 1: 2325 LAKEVIEW PARKWAY
STREET 2: STE. 175
CITY: ALPHARETTA
STATE: GA
ZIP: 30009
BUSINESS PHONE: 678-680-6500
MAIL ADDRESS:
STREET 1: 2325 LAKEVIEW PARKWAY
STREET 2: STE. 175
CITY: ALPHARETTA
STATE: GA
ZIP: 30009
13F-HR
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03-31-2021
03-31-2021
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Lumature Wealth Partners, LLC
2325 LAKEVIEW PARKWAY
STE. 175
ALPHARETTA
GA
30009
13F HOLDINGS REPORT
028-20611
N
A. Ross Ramsey
Partner and CCO
678-680-6500
/s/ A. Ross Ramsey
Alpharetta
GA
05-11-2021
0
354
190252
INFORMATION TABLE
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fp0064527_13fhr-table.xml
13F INFORMATION TABLE
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COM
001055102
105
2050
SH
SOLE
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2050
ALPS ETF TR
ALERIAN MLP
00162Q452
14
471
SH
SOLE
0
0
471
AT&T INC
COM
00206R102
399
13169
SH
SOLE
0
0
13169
ARK ETF TR
INNOVATION ETF
00214Q104
7
60
SH
SOLE
0
0
60
ABBOTT LABS
COM
002824100
5
40
SH
SOLE
0
0
40
ABBVIE INC
COM
00287Y109
87
806
SH
SOLE
0
0
806
ABERDEEN STD SILVER ETF TR
PHYSCL SILVR SHS
003264108
248
10506
SH
SOLE
0
0
10506
ABERDEEN STD GOLD ETF TR
PHYSCL GOLD SHS
00326A104
458
27923
SH
SOLE
0
0
27923
ADOBE SYSTEMS INCORPORATED
COM
00724F101
696
1464
SH
SOLE
0
0
1464
AGILENT TECHNOLOGIES INC
COM
00846U101
518
4074
SH
SOLE
0
0
4074
AIR PRODS & CHEMS INC
COM
009158106
5
17
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SOLE
0
0
17
ALCOA CORP
COM
013872106
2
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SOLE
0
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COM
02043Q107
28
201
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SOLE
0
0
201
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CAP STK CL A
02079K305
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734
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0
0
734
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COM
02209S103
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350
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350
AMAZON COM INC
COM
023135106
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0
0
248
AMERICA FIRST MULTIFAMILY IN
BEN UNIT CTF
02364V107
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1500
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0
0
1500
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COM
02376R102
24
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1000
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COM
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COM
025816109
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COM
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AMERIS BANCORP
COM
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AMGEN INC
COM
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AMICUS THERAPEUTICS INC
COM
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APPLE INC
COM
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31032
APPLIED MATLS INC
COM
038222105
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9050
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9050
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COM
038336103
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COM
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COM
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861
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BCE INC
COM NEW
05534B760
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1088
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COM
075887109
58
238
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238
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CL B NEW
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4199
BIOGEN INC
COM
09062X103
801
2863
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2863
BLACKROCK INC
COM
09247X101
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BLACKROCK ENHANCED GLOBAL DI
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COM
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COM
110122108
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576
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COM
11135F101
443
955
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CAE INC
COM
124765108
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0
320
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
156
1630
SH
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0
0
1630
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COM
125523100
4
17
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SOLE
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CME GROUP INC
COM
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0
0
300
CVS HEALTH CORP
COM
126650100
85
1129
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SOLE
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CARRIER GLOBAL CORPORATION
COM
14448C104
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CARVANA CO
CL A
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COM
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CHEVRON CORP NEW
COM
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SOLE
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CISCO SYS INC
COM
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CINTAS CORP
COM
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CLOROX CO DEL
COM
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COM
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COCA COLA CO
COM
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COM
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COMCAST CORP NEW
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20030N101
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COMMERCE BANCSHARES INC
COM
200525103
5
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CORNING INC
COM
219350105
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COSTCO WHSL CORP NEW
COM
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600
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DBX ETF TR
XTRACK MSCI EAFE
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DXC TECHNOLOGY CO
COM
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COM CL A
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DELTA AIR LINES INC DEL
COM NEW
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DOW INC
COM
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DUKE ENERGY CORP NEW
COM NEW
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212
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COM
26614N102
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ETFMG ALTR HRVST
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COM
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93
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SH
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EATON VANCE SR FLTNG RTE TR
COM
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EBAY INC.
COM
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ECOLAB INC
COM
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EDWARDS LIFESCIENCES CORP
COM
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ADR B SEK 10
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FACEBOOK INC
CL A
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FIRST TR SR FLG RTE INCM FD
COM
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COM
354613101
76
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ADS
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138
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GALAPAGOS NV
SPON ADR
36315X101
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COM
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COM
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COM
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51
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COM
37940X102
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SP ADR REP B NVT
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COM
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57
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COM
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COM
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COM
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77
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COM
443201108
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COM
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COM
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INTEL CORP
COM
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645
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JP MRGN EM HI BD
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MSCI EMERG MRKT
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53
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MSCI PAC JP ETF
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MSCI SWITZERLAND
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72562
ISHARES INC
CORE MSCI EMKT
46434G103
1679
26084
SH
SOLE
0
0
26084
ISHARES INC
MSCI JPN ETF NEW
46434G822
5
66
SH
SOLE
0
0
66
ISHARES INC
ESG AWR MSCI EM
46434G863
373
8601
SH
SOLE
0
0
8601
ISHARES TR
0-5YR HI YL CP
46434V407
113
2463
SH
SOLE
0
0
2463
ISHARES TR
HDG MSCI EAFE
46434V803
48
1462
SH
SOLE
0
0
1462
ISHARES TR
MSCI UK ETF NEW
46435G334
1
32
SH
SOLE
0
0
32
ISHARES TR
ESG AWR MSCI USA
46435G425
954
10500
SH
SOLE
0
0
10500
JPMORGAN CHASE & CO
COM
46625H100
48
316
SH
SOLE
0
0
316
JD.COM INC
SPON ADR CL A
47215P106
71
847
SH
SOLE
0
0
847
JOHNSON & JOHNSON
COM
478160104
907
5517
SH
SOLE
0
0
5517
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
441
3072
SH
SOLE
0
0
3072
KIMBERLY-CLARK CORP
COM
494368103
4
28
SH
SOLE
0
0
28
KIRKLAND LAKE GOLD LTD
COM
49741E100
7
221
SH
SOLE
0
0
221
KONINKLIJKE PHILIPS N V
NY REG SH NEW
500472303
10
184
SH
SOLE
0
0
184
L3HARRIS TECHNOLOGIES INC
COM
502431109
1409
6950
SH
SOLE
0
0
6950
LILLY ELI & CO
COM
532457108
613
3283
SH
SOLE
0
0
3283
LOWES COS INC
COM
548661107
121
637
SH
SOLE
0
0
637
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
29
667
SH
SOLE
0
0
667
MARRIOTT INTL INC NEW
CL A
571903202
30
200
SH
SOLE
0
0
200
MASTERCARD INCORPORATED
CL A
57636Q104
169
476
SH
SOLE
0
0
476
MCCORMICK & CO INC
COM NON VTG
579780206
4
44
SH
SOLE
0
0
44
MCDONALDS CORP
COM
580135101
220
983
SH
SOLE
0
0
983
MCKESSON CORP
COM
58155Q103
177
910
SH
SOLE
0
0
910
MERCK & CO. INC
COM
58933Y105
63
817
SH
SOLE
0
0
817
MICRO FOCUS INTL PLC
SPON ADR NEW
594837403
0
46
SH
SOLE
0
0
46
MICROSOFT CORP
COM
594918104
1900
8059
SH
SOLE
0
0
8059
MOODYS CORP
COM
615369105
623
2088
SH
SOLE
0
0
2088
NRG ENERGY INC
COM NEW
629377508
0
1
SH
SOLE
0
0
1
NASDAQ INC
COM
631103108
178
1209
SH
SOLE
0
0
1209
NETFLIX INC
COM
64110L106
597
1145
SH
SOLE
0
0
1145
NEXTERA ENERGY INC
COM
65339F101
151
1997
SH
SOLE
0
0
1997
NIKE INC
CL B
654106103
1555
11705
SH
SOLE
0
0
11705
NORFOLK SOUTHN CORP
COM
655844108
54
200
SH
SOLE
0
0
200
NOVO-NORDISK A S
ADR
670100205
165
2449
SH
SOLE
0
0
2449
NUCOR CORP
COM
670346105
16
200
SH
SOLE
0
0
200
NVIDIA CORPORATION
COM
67066G104
423
792
SH
SOLE
0
0
792
NUVEEN FLOATING RATE INCOME
COM
67072T108
198
20446
SH
SOLE
0
0
20446
NUVEEN CR STRATEGIES INCOME
COM SHS
67073D102
126
19426
SH
SOLE
0
0
19426
OCCIDENTAL PETE CORP
*W EXP 08/03/202
674599162
0
2
SH
SOLE
0
0
2
ONEOK INC NEW
COM
682680103
196
3870
SH
SOLE
0
0
3870
ORACLE CORP
COM
68389X105
870
12399
SH
SOLE
0
0
12399
OTIS WORLDWIDE CORP
COM
68902V107
8
121
SH
SOLE
0
0
121
OWL ROCK CAPITAL CORPORATION
COM
69121K104
2542
184630
SH
SOLE
0
0
184630
PEPSICO INC
COM
713448108
174
1232
SH
SOLE
0
0
1232
PERSPECTA INC
COM
715347100
0
17
SH
SOLE
0
0
17
PFIZER INC
COM
717081103
220
6084
SH
SOLE
0
0
6084
PHILIP MORRIS INTL INC
COM
718172109
26
295
SH
SOLE
0
0
295
PIMCO ETF TR
ACTIVE BD ETF
72201R775
5791
52908
SH
SOLE
0
0
52908
POLARIS INC
COM
731068102
9
69
SH
SOLE
0
0
69
POOL CORP
COM
73278L105
78
226
SH
SOLE
0
0
226
PRICE T ROWE GROUP INC
COM
74144T108
491
2862
SH
SOLE
0
0
2862
PROCTER AND GAMBLE CO
COM
742718109
990
7310
SH
SOLE
0
0
7310
PROSHARES TR
S&P 500 DV ARIST
74348A467
6
68
SH
SOLE
0
0
68
PROSPERITY BANCSHARES INC
COM
743606105
4
48
SH
SOLE
0
0
48
PULTE GROUP INC
COM
745867101
62
1186
SH
SOLE
0
0
1186
QUALCOMM INC
COM
747525103
528
3985
SH
SOLE
0
0
3985
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
122
1578
SH
SOLE
0
0
1578
REALTY INCOME CORP
COM
756109104
4
56
SH
SOLE
0
0
56
REGIONS FINANCIAL CORP NEW
COM
7591EP100
14
700
SH
SOLE
0
0
700
RELX PLC
SPONSORED ADR
759530108
61
2438
SH
SOLE
0
0
2438
REPUBLIC SVCS INC
COM
760759100
74
746
SH
SOLE
0
0
746
ROCKWELL AUTOMATION INC
COM
773903109
27
100
SH
SOLE
0
0
100
ROPER TECHNOLOGIES INC
COM
776696106
75
185
SH
SOLE
0
0
185
ROYAL BK CDA
COM
780087102
11
114
SH
SOLE
0
0
114
S&P GLOBAL INC
COM
78409V104
662
1877
SH
SOLE
0
0
1877
SEI INVTS CO
COM
784117103
152
2500
SH
SOLE
0
0
2500
SPDR S&P 500 ETF TR
TR UNIT
78462F103
224
565
SH
SOLE
0
0
565
SPDR GOLD TR
GOLD SHS
78463V107
736
4601
SH
SOLE
0
0
4601
SPDR SER TR
NUVEEN BBG BRCLY
78464A284
220
3709
SH
SOLE
0
0
3709
SPDR SER TR
PORTFLI TIPS ETF
78464A656
55
1800
SH
SOLE
0
0
1800
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
10
30
SH
SOLE
0
0
30
SPDR SER TR
S&P OILGAS EXP
78468R556
16
200
SH
SOLE
0
0
200
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
65
596
SH
SOLE
0
0
596
SPDR SER TR
SPDR BLOOMBERG
78468R663
51
559
SH
SOLE
0
0
559
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
2929
59101
SH
SOLE
0
0
59101
SPDR SER TR
SSGA US SMAL ETF
78468R887
64
570
SH
SOLE
0
0
570
SALESFORCE COM INC
COM
79466L302
660
3116
SH
SOLE
0
0
3116
SAP SE
SPON ADR
803054204
86
704
SH
SOLE
0
0
704
SCHLUMBERGER LTD
COM
806857108
2
75
SH
SOLE
0
0
75
SCHWAB CHARLES CORP
COM
808513105
53
817
SH
SOLE
0
0
817
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
111
1410
SH
SOLE
0
0
1410
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
623
5333
SH
SOLE
0
0
5333
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1236
18096
SH
SOLE
0
0
18096
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1625
9671
SH
SOLE
0
0
9671
SELECT SECTOR SPDR TR
ENERGY
81369Y506
471
9601
SH
SOLE
0
0
9601
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
476
13983
SH
SOLE
0
0
13983
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
385
3907
SH
SOLE
0
0
3907
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3666
27602
SH
SOLE
0
0
27602
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
15
203
SH
SOLE
0
0
203
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
116
1814
SH
SOLE
0
0
1814
SERVICENOW INC
COM
81762P102
697
1394
SH
SOLE
0
0
1394
SHERWIN WILLIAMS CO
COM
824348106
80
109
SH
SOLE
0
0
109
SHOPIFY INC
CL A
82509L107
65
59
SH
SOLE
0
0
59
SMITH A O CORP
COM
831865209
77
1135
SH
SOLE
0
0
1135
SMUCKER J M CO
COM NEW
832696405
0
1
SH
SOLE
0
0
1
SNAP ON INC
COM
833034101
5
21
SH
SOLE
0
0
21
SONY CORP
SPONSORED ADR
835699307
123
1156
SH
SOLE
0
0
1156
SOUTH ST CORP
COM
840441109
58
737
SH
SOLE
0
0
737
SOUTHERN CO
COM
842587107
514
8276
SH
SOLE
0
0
8276
SPLUNK INC
COM
848637104
32
234
SH
SOLE
0
0
234
STARBUCKS CORP
COM
855244109
1011
9253
SH
SOLE
0
0
9253
STRYKER CORPORATION
COM
863667101
80
329
SH
SOLE
0
0
329
SWITCH INC
CL A
87105L104
106
6500
SH
SOLE
0
0
6500
SYNOVUS FINL CORP
COM NEW
87161C501
0
5
SH
SOLE
0
0
5
SYSCO CORP
COM
871829107
6
81
SH
SOLE
0
0
81
T-MOBILE US INC
COM
872590104
1
10
SH
SOLE
0
0
10
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
123
1040
SH
SOLE
0
0
1040
TARGET CORP
COM
87612E106
83
421
SH
SOLE
0
0
421
TESLA INC
COM
88160R101
663
993
SH
SOLE
0
0
993
3M CO
COM
88579Y101
162
839
SH
SOLE
0
0
839
TOTAL SE
SPONSORED ADS
89151E109
59
1278
SH
SOLE
0
0
1278
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
41
264
SH
SOLE
0
0
264
TRACTOR SUPPLY CO
COM
892356106
187
1056
SH
SOLE
0
0
1056
TRUIST FINL CORP
COM
89832Q109
701
12024
SH
SOLE
0
0
12024
UNION PAC CORP
COM
907818108
183
831
SH
SOLE
0
0
831
UNITED CMNTY BKS BLAIRSVLE G
COM
90984P303
29
836
SH
SOLE
0
0
836
UNITED PARCEL SERVICE INC
CL B
911312106
548
3223
SH
SOLE
0
0
3223
UNITEDHEALTH GROUP INC
COM
91324P102
22
60
SH
SOLE
0
0
60
V F CORP
COM
918204108
79
992
SH
SOLE
0
0
992
VAIL RESORTS INC
COM
91879Q109
29
100
SH
SOLE
0
0
100
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189H409
276
4436
SH
SOLE
0
0
4436
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2362
27881
SH
SOLE
0
0
27881
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
99
2021
SH
SOLE
0
0
2021
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
242
4344
SH
SOLE
0
0
4344
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
64
1220
SH
SOLE
0
0
1220
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
34
405
SH
SOLE
0
0
405
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
2
8
SH
SOLE
0
0
8
VANGUARD WORLD FDS
INF TECH ETF
92204A702
4
11
SH
SOLE
0
0
11
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
6
32
SH
SOLE
0
0
32
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1285
15578
SH
SOLE
0
0
15578
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
58
869
SH
SOLE
0
0
869
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1858
19975
SH
SOLE
0
0
19975
VARIAN MED SYS INC
COM
92220P105
11
65
SH
SOLE
0
0
65
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
2647
48446
SH
SOLE
0
0
48446
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1653
12253
SH
SOLE
0
0
12253
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1552
7232
SH
SOLE
0
0
7232
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
336
3654
SH
SOLE
0
0
3654
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
400
1458
SH
SOLE
0
0
1458
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
398
2402
SH
SOLE
0
0
2402
VANGUARD INDEX FDS
GROWTH ETF
922908736
5430
21124
SH
SOLE
0
0
21124
VANGUARD INDEX FDS
VALUE ETF
922908744
5410
41157
SH
SOLE
0
0
41157
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
155
750
SH
SOLE
0
0
750
VERIZON COMMUNICATIONS INC
COM
92343V104
334
5752
SH
SOLE
0
0
5752
VERISK ANALYTICS INC
COM
92345Y106
12
67
SH
SOLE
0
0
67
VERTEX PHARMACEUTICALS INC
COM
92532F100
24
114
SH
SOLE
0
0
114
VIATRIS INC
COM
92556V106
12
825
SH
SOLE
0
0
825
VISA INC
COM CL A
92826C839
585
2765
SH
SOLE
0
0
2765
VIRTUS ALLIANZGI EQUITY & CO
COM
92841M101
168
6000
SH
SOLE
0
0
6000
VOYA PRIME RATE TR
SH BEN INT
92913A100
85
18219
SH
SOLE
0
0
18219
VULCAN MATLS CO
COM
929160109
634
3756
SH
SOLE
0
0
3756
WP CAREY INC
COM
92936U109
509
7200
SH
SOLE
0
0
7200
WPP PLC NEW
ADR
92937A102
3
54
SH
SOLE
0
0
54
WEC ENERGY GROUP INC
COM
92939U106
4
43
SH
SOLE
0
0
43
WABTEC
COM
929740108
1
12
SH
SOLE
0
0
12
WALMART INC
COM
931142103
1000
7360
SH
SOLE
0
0
7360
WALGREENS BOOTS ALLIANCE INC
COM
931427108
105
1913
SH
SOLE
0
0
1913
WATSCO INC
COM
942622200
6
24
SH
SOLE
0
0
24
WELLS FARGO CO NEW
COM
949746101
43
1100
SH
SOLE
0
0
1100
WISDOMTREE TR
US LARGECAP DIVD
97717W307
46
399
SH
SOLE
0
0
399
WORKDAY INC
CL A
98138H101
595
2395
SH
SOLE
0
0
2395
XCEL ENERGY INC
COM
98389B100
4
63
SH
SOLE
0
0
63
XILINX INC
COM
983919101
138
1113
SH
SOLE
0
0
1113
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
932
3375
SH
SOLE
0
0
3375
EATON CORP PLC
SHS
G29183103
47
339
SH
SOLE
0
0
339
ICON PLC
SHS
G4705A100
10
49
SH
SOLE
0
0
49
IHS MARKIT LTD
SHS
G47567105
153
1576
SH
SOLE
0
0
1576
MEDTRONIC PLC
SHS
G5960L103
177
1498
SH
SOLE
0
0
1498
STERIS PLC
SHS USD
G8473T100
83
437
SH
SOLE
0
0
437
ALCON AG
ORD SHS
H01301128
64
908
SH
SOLE
0
0
908
CHUBB LIMITED
COM
H1467J104
56
356
SH
SOLE
0
0
356
TE CONNECTIVITY LTD
REG SHS
H84989104
0
2
SH
SOLE
0
0
2
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
9
78
SH
SOLE
0
0
78
FERRARI N V
COM
N3167Y103
60
286
SH
SOLE
0
0
286
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1
5
SH
SOLE
0
0
5