Smith Shellnut Wilson LLC Purchases in Q2 2025

Smith Shellnut Wilson LLC

  • $228 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
823
+ 2.58%
$456.74 - $568.03 $376K - $467K
32.7K $18.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
109
+ 0.42%
$416.06 - $551.64 $45.4K - $60.1K
25.8K $14.2M
RNST
Renasant Corp

Financial Services
44.4K
New
$27.68 - $36.52 $1.23M - $1.62M
44.4K $1.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.0%
$108.12 - $135.04 $108 - $135
97.9K $13.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
525
+ 3.52%
$139.8 - $197.22 $73.4K - $104K
15.4K $3.05M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.25K
+ 109.42%
$82.32 - $112.47 $350K - $478K
8.14K $915K
XLG
Invesco Exchange Traded Fd Tr

ETFs
229
+ 0.5%
$40.94 - $52.1 $9.38K - $11.9K
46.5K $2.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.24K
+ 5.66%
$90.56 - $109.49 $112K - $135K
23.1K $2.52M
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 0.19%
$167.32 - $223.3 $2.51K - $3.35K
7.72K $1.69M
RECS
Columbia ETF Tr I

ETFs
4.31K
+ 22.94%
$29.4 - $36.79 $127K - $158K
23.1K $848K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
7.4K
New
$19.41 - $28.74 $144K - $213K
7.4K $212K
OFG
Ofg Bancorp

Financial Services
4.87K
New
$34.78 - $43.28 $169K - $211K
4.87K $208K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
3.64K
New
$42.84 - $56.9 $156K - $207K
3.64K $207K
IYY
Ishares Tr

ETFs
1.33K
New
$120.9 - $150.87 $160K - $200K
1.33K $200K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
10.5K
New
$9.73 - $11.03 $102K - $116K
10.5K $116K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
670
+ 2.85%
$47.29 - $53.34 $31.7K - $35.7K
24.2K $1.27M
CSCO
Cisco Systems, Inc.

Technology
480
+ 13.93%
$53.19 - $69.38 $25.5K - $33.3K
3.93K $272K
MO
Altria Group, Inc.

Consumer Defensive
1.05K
+ 14.2%
$55.56 - $60.91 $58.1K - $63.7K
8.4K $492K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.0%
$96.84 - $99.46 $96.8 - $99.5
107K $10.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
26
+ 0.03%
$29.0 - $30.68 $754 - $798
85.1K $2.61M
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.47%
$157.66 - $172.39 $5.52K - $6.03K
7.47K $1.19M
Activity Summary
Buys All Purchases 22 New Holdings 7 Increased Positions 15 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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