Smith Shellnut Wilson LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $203 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.5M, Vanguard Index Fds S&P 500 ETF with a value of $13.2M, Ishares Core S&P Total U.S. St with a value of $12.6M, Invesco Qqq Trust, Series 1 with a value of $11.9M, and Proshares S&P 500 Dividend Ari with a value of $9.96M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $186M to 203M.
Below you can find more details about Smith Shellnut Wilson LLC portfolio as well as his latest detailed transactions.