Smith Shellnut Wilson LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Million distributed in 138 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 $19.1M, Vanguard Index Fds S&P 500 ETF with a value of $18.6M, Oracle Corp with a value of $14.3M, Invesco Qqq Trust, Series 1 with a value of $14.2M, and Ishares Core S&P Total U.S. St with a value of $13.2M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $215M to 228M.
Below you can find more details about Smith Shellnut Wilson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
ETFs: $128 Million
Technology: $35.6 Million
Financial Services: $18.1 Million
Consumer Defensive: $12.7 Million
Industrials: $9.12 Million
Consumer Cyclical: $7.66 Million
Healthcare: $6.94 Million
Communication Services: $4.06 Million
Other: $6.31 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
