Smith Shellnut Wilson LLC Purchases and Sells in Q4 2024

Smith Shellnut Wilson LLC

$223 Million
Q4 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	4.16K + 15.81%	$570.51 - $610.59 $2.37M - $2.54M	30.5K $17.9M
XLG	36.9K + 588.19%	$46.94 - $51.62 $1.73M - $1.9M	43.1K $2.15M
VOO	1.93K + 6.91%	$521.84 - $558.82 $1.01M - $1.08M	29.9K $16.1M
QQQ	1.16K + 4.71%	$481.22 - $538.17 $559K - $625K	25.8K $13.2M
QQQM	2.56K + 18.61%	$198.04 - $221.51 $506K - $566K	16.3K $3.43M
AAPL	149 + 0.47%	$221.69 - $259.02 $33K - $38.6K	32.1K $8.05M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNCL	31.9K New	$63.19 - $73.31 $2.02M - $2.34M	31.9K $2.19M
FIDU	18K New	$70.31 - $77.39 $1.26M - $1.39M	18K $1.26M
IYR	2.96K New	$90.74 - $102.87 $269K - $305K	2.96K $275K
TROW	2.08K New	$106.48 - $124.69 $221K - $259K	2.08K $234K
BDX	979 New	$220.02 - $243.75 $215K - $239K	979 $222K
CSCO	3.45K New	$52.45 - $60.02 $181K - $207K	3.45K $204K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-20.4K - 19.35%	$124.26 - $134.12 $2.53M - $2.73M	85K $10.9M
FUTY	-21.2K - 46.84%	$48.17 - $53.38 $1.02M - $1.13M	24K $1.17M
JNJ	-7 - 0.03%	$143.34 - $165.86 $1K - $1.16K	22.3K $3.22M
PEP	-7 - 0.03%	$151.29 - $176.1 $1.06K - $1.23K	20.6K $3.13M
RSP	-1.58K - 43.61%	$174.22 - $187.62 $275K - $296K	2.04K $357K
KO	-214 - 0.86%	$61.74 - $71.71 $13.2K - $15.3K	24.7K $1.54M

Activity Summary All Purchases 82 New Holdings 8 Increased Positions 74 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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