Smith Shellnut Wilson LLC Purchases and Sells in Q1 2025

Smith Shellnut Wilson LLC

$215 Million
Q1 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	12.9K + 15.22%	$120.29 - $134.6 $1.56M - $1.74M	97.9K $11.9M
PM	391 + 6.81%	$117.15 - $158.79 $45.8K - $62.1K	6.13K $973K
VOO	1.97K + 6.58%	$507.05 - $563.67 $998K - $1.11M	31.9K $16.4M
AGG	1 + 0.0%	$95.85 - $99.25 $95.9 - $99.3	107K $10.5M
AFL	142 + 0.7%	$100.99 - $111.19 $14.3K - $15.8K	20.4K $2.27M
CTAS	144 + 2.5%	$182.09 - $208.14 $26.2K - $30K	5.91K $1.22M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RECS	18.8K New	$32.64 - $36.08 $612K - $677K	18.8K $623K
SPMO	3.89K New	$91.76 - $103.26 $357K - $401K	3.89K $359K
BMY	3.52K New	$53.9 - $63.11 $190K - $222K	3.52K $214K
LNTH	2.15K New	$78.23 - $110.01 $168K - $236K	2.15K $209K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-144 - 0.56%	$468.34 - $539.52 $67.4K - $77.7K	25.7K $12.1M
AVGO	-73 - 1.59%	$167.43 - $244.7 $12.2K - $17.9K	4.51K $755K
KKR	-35 - 0.41%	$108.17 - $167.07 $3.79K - $5.85K	8.54K $987K
FIDU	-3.13K - 17.43%	$67.43 - $75.54 $211K - $237K	14.8K $1.02M
RF	-4.59K - 9.59%	$20.84 - $24.77 $95.6K - $114K	43.2K $939K
IWM	-441 - 10.6%	$198.1 - $229.79 $87.4K - $101K	3.72K $741K

Activity Summary All Purchases 55 New Holdings 4 Increased Positions 51 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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