Smith Thornton Advisors LLC Purchases in Q3 2024

Smith Thornton Advisors LLC

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Capital Grp Fixed Incm ETF T
47.4K
+ 193.49%
N/A
71.9K $1.94B
Capital Grp Fixed Incm ETF T
39.3K
+ 403.96%
N/A
49K $1.29B
CGSD
Capital Grp Core Plus Income E
27.7K
New
N/A
27.7K $718M
XLU
Utilities Sector Spdr

ETFs
3.5K
+ 13.87%
$67.67 - $80.78 $237K - $283K
28.8K $2.32B
CGMU
Capital Group Core Plus Income
21.3K
+ 76.29%
N/A
49.2K $1.35B
SO
Southern CO

Utilities
3.42K
+ 25.75%
$77.0 - $90.52 $264K - $310K
16.7K $1.51B
NEE
Nextera Energy Inc

Utilities
5.26K
New
$69.9 - $84.97 $367K - $447K
5.26K $444M
UITB
Usaa ETF Tr Core Intermediate

ETFs
3.74K
+ 2.85%
$45.71 - $48.29 $171K - $181K
135K $6.47B
LANC
Lancaster Colony Corp

Consumer Defensive
2.05K
New
$167.65 - $198.49 $344K - $407K
2.05K $362M
DUK
Duke Energy Corp

Utilities
2.71K
+ 86.19%
$99.35 - $117.71 $270K - $319K
5.86K $676M
JHMM
John Hancock Multifactor Mid C

ETFs
247
+ 0.41%
$54.25 - $60.2 $13.4K - $14.9K
60.3K $3.63B
MUB
Ishares National Muni Bond ETF

ETFs
2.72K
+ 43.84%
$106.13 - $108.7 $289K - $296K
8.93K $970M
IAU
Ishares Gold Trust

ETFs
469
+ 0.96%
$44.06 - $50.5 $20.7K - $23.7K
49.5K $2.46B
VZ
Verizon Communications Inc

Communication Services
3.1K
+ 7.21%
$38.89 - $45.0 $121K - $139K
46.1K $2.07B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.71K
+ 5.88%
$96.25 - $101.98 $164K - $174K
30.8K $3.12B
META
Meta Platforms, Inc.

Communication Services
12
+ 0.31%
$453.41 - $572.44 $5.44K - $6.87K
3.91K $2.24B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.25K
+ 1.4%
$33.74 - $37.96 $42.1K - $47.4K
90.6K $3.4B
CGUS
Capital Group Core Equity ETF
6.77K
+ 58.25%
$31.19 - $34.33 $211K - $232K
18.4K $630M
AAPL
Apple Inc.

Technology
21
+ 0.19%
$207.23 - $234.82 $4.35K - $4.93K
11K $2.55B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.52K
+ 3.32%
$53.41 - $57.9 $81.3K - $88.2K
47.4K $2.74B
CAT
Caterpillar Inc

Industrials
597
New
$316.8 - $391.12 $189K - $233K
597 $233M
GILD
Gilead Sciences, Inc.

Healthcare
2.69K
New
$66.59 - $83.99 $179K - $226K
2.69K $226M
OXY
Occidental Petroleum Corp

Energy
4.11K
New
$49.91 - $63.73 $205K - $262K
4.11K $212M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2K
New
$97.05 - $106.1 $194K - $212K
2K $211M
IBM
International Business Machines Corp

Technology
71
+ 1.75%
$175.1 - $223.38 $12.4K - $15.9K
4.13K $913M
HII
Huntington Ingalls Industries, Inc.

Industrials
789
New
$241.93 - $282.86 $191K - $223K
789 $209M
GIS
General Mills Inc

Consumer Defensive
2.81K
New
$62.5 - $75.15 $176K - $211K
2.81K $207M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.6K
New
$76.38 - $78.87 $198K - $205K
2.6K $204M
BMY
Bristol Myers Squibb CO

Healthcare
3.91K
New
$39.66 - $51.75 $155K - $202K
3.91K $202M
UL
Unilever PLC

Consumer Defensive
2
+ 0.01%
$54.7 - $65.59 $109 - $131
20K $1.3B
KO
Coca Cola CO

Consumer Defensive
210
+ 0.94%
$62.69 - $73.01 $13.2K - $15.3K
22.6K $1.63B
XLV
Select Sector Spdr Fund Health

ETFs
99
+ 0.46%
$143.3 - $157.24 $14.2K - $15.6K
21.5K $3.31B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
550
+ 4.14%
$85.84 - $85.84 $47.2K - $47.2K
13.8K $1.34B
JPM
Jpmorgan Chase & CO

Financial Services
775
+ 26.4%
$194.9 - $224.8 $151K - $174K
3.71K $783M
XLP
Consumer Staples Sector Spdr

ETFs
254
+ 1.01%
$76.04 - $76.04 $19.3K - $19.3K
25.4K $2.11B
T
At&T Inc.

Communication Services
1.51K
+ 2.94%
$18.21 - $22.28 $27.5K - $33.7K
53K $1.16B
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 1.21%
$520.18 - $576.82 $28.6K - $31.7K
4.62K $2.66B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.71K
+ 15.33%
$51.78 - $52.98 $140K - $143K
20.4K $1.08B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
864
+ 2.75%
$42.22 - $48.62 $36.5K - $42K
32.2K $1.5B
CFA
Victory Portfolios Ii Shs Us 5

ETFs
91
+ 0.64%
$78.37 - $86.15 $7.13K - $7.84K
14.4K $1.24B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
392
+ 0.99%
$56.04 - $62.99 $22K - $24.7K
39.8K $2.43B
XOM
Exxon Mobil Corp

Energy
563
+ 3.79%
$109.72 - $119.0 $61.8K - $67K
15.4K $1.81B
JNJ
Johnson & Johnson

Healthcare
241
+ 6.75%
$145.48 - $167.38 $35.1K - $40.3K
3.81K $618M
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 1.84%
$434.77 - $502.96 $41.3K - $47.8K
5.25K $2.56B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
820
+ 8.33%
$81.31 - $83.29 $66.7K - $68.3K
10.7K $887M
CGDV
Capital Group Divid Value ETF

ETFs
751
+ 4.65%
$32.96 - $36.48 $24.8K - $27.4K
16.9K $616M
PG
Procter & Gamble CO

Consumer Defensive
196
+ 3.68%
$160.76 - $177.82 $31.5K - $34.9K
5.52K $955M
KHC
Kraft Heinz CO

Consumer Defensive
435
+ 2.14%
$31.86 - $36.13 $13.9K - $15.7K
20.7K $727M
VNLA
Janus Henderson Short Duration

ETFs
484
+ 0.54%
$48.34 - $49.08 $23.4K - $23.8K
90.4K $4.43B
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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