Smith Shellnut Wilson LLC Purchases in Q3 2025

Smith Shellnut Wilson LLC

  • $257 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
2.59K
New
$87.67 - $95.74 $227K - $248K
2.59K $247K
KAI
Kadant Inc

Industrials
825
New
$297.58 - $358.61 $246K - $296K
825 $245K
INTC
Intel Corp

Technology
7.26K
New
$19.31 - $35.5 $140K - $258K
7.26K $243K
BAC
Bank Of America Corp

Financial Services
62
+ 0.11%
$44.92 - $52.42 $2.79K - $3.25K
56.1K $2.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.59K
New
$28.92 - $32.19 $220K - $244K
7.59K $242K
TMUS
T Mobile Us, Inc.

Communication Services
1K
New
$226.02 - $259.01 $227K - $260K
1K $240K
CMCSA
Comcast Corp

Communication Services
7.41K
New
$31.41 - $36.33 $233K - $269K
7.41K $232K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1.85K
New
$93.14 - $127.13 $172K - $235K
1.85K $229K
ETN
Eaton Corp PLC

Industrials
592
New
$342.99 - $392.76 $203K - $233K
592 $221K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
3.64K
New
$56.42 - $62.19 $205K - $226K
3.64K $220K
ONTO
Onto Innovation Inc.

Technology
1.67K
New
$90.0 - $136.73 $150K - $228K
1.67K $215K
OFG
Ofg Bancorp

Financial Services
4.87K
New
$41.72 - $45.47 $203K - $222K
4.87K $211K
TGT
Target Corp

Consumer Defensive
2.3K
New
$86.56 - $107.43 $199K - $247K
2.3K $206K
TRMK
Trustmark Corp

Financial Services
5.17K
New
$36.46 - $41.06 $188K - $212K
5.17K $204K
HAL
Halliburton CO

Energy
8.23K
New
$20.5 - $25.11 $169K - $207K
8.23K $202K
LITE
Lumentum Holdings Inc.

Technology
1.23K
New
$90.44 - $171.5 $111K - $211K
1.23K $200K
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 9.11%
$94.4 - $104.27 $109K - $120K
13.8K $1.42M
MA
Mastercard Inc

Financial Services
318
+ 65.7%
$550.18 - $598.96 $175K - $190K
802 $456K
ABC
Amerisourcebergen Corp

Healthcare
1K
New
N/A
1K $185K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.61K
+ 3.07%
$30.67 - $32.13 $80K - $83.8K
87.7K $2.77M
MCD
Mcdonalds Corp

Consumer Cyclical
287
+ 5.58%
$291.67 - $316.99 $83.7K - $91K
5.43K $1.65M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
10.5K
New
$10.85 - $11.41 $114K - $120K
10.5K $117K
WFC
Wells Fargo & Company

Financial Services
31
+ 0.1%
$77.05 - $85.16 $2.39K - $2.64K
30.9K $2.59M
CAT
Caterpillar Inc

Industrials
18
+ 1.48%
$390.92 - $477.15 $7.04K - $8.59K
1.23K $588K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
12.9K
New
$7.98 - $8.29 $103K - $107K
12.9K $105K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.66K
+ 31.36%
$60.9 - $70.75 $101K - $117K
6.95K $434K
CVX
Chevron Corp

Energy
290
+ 11.53%
$145.57 - $161.83 $42.2K - $46.9K
2.81K $435K
GD
General Dynamics Corp

Industrials
9
+ 0.73%
$293.92 - $341.0 $2.65K - $3.07K
1.24K $423K
MRK
Merck & Co., Inc.

Healthcare
478
+ 15.73%
$77.6 - $87.37 $37.1K - $41.8K
3.52K $295K
SNEX
Stone X Group Inc.

Financial Services
60
+ 1.47%
$81.94 - $104.56 $4.92K - $6.27K
4.15K $418K
QCOM
Qualcomm Inc

Technology
160
+ 5.85%
$145.84 - $173.55 $23.3K - $27.8K
2.9K $481K
FDX
Fedex Corp

Industrials
38
+ 0.89%
$217.1 - $243.2 $8.25K - $9.24K
4.32K $1.02M
Ge Vernova Inc
1.03K
New
N/A
1.03K $0
PSEP
Innovator U.S. Equity Power Bu
7K
New
N/A
7K $0
Fidelity Covington Trust
28.6K
New
N/A
28.6K $0
Linde PLC
1.12K
New
N/A
1.12K $0
J P Morgan Exchange Traded F
3.44K
New
N/A
3.44K $0
CSCO
Cisco Systems, Inc.

Technology
38
+ 0.97%
$66.2 - $71.79 $2.52K - $2.73K
3.96K $271K
EMR
Emerson Electric CO

Industrials
19
+ 0.62%
$128.6 - $149.63 $2.44K - $2.84K
3.07K $402K
IBM
International Business Machines Corp

Technology
25
+ 0.88%
$234.77 - $292.47 $5.87K - $7.31K
2.87K $808K
Activity Summary
Buys All Purchases 91 New Holdings 60 Increased Positions 31 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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