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
QQQ
Invesco Qqq Trust, Series 1

ETFs
21.5K
New
$546.99 - $602.2 $11.7M - $12.9M
21.5K $12.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
92.8K
New
$101.12 - $106.18 $9.38M - $9.85M
92.8K $9.56M
IEFA
Ishares Tr

ETFs
59K
New
$81.7 - $87.53 $4.82M - $5.17M
59K $5.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
20.5K
New
$225.11 - $247.9 $4.62M - $5.09M
20.5K $5.08M
ORCL
Oracle Corp

Technology
1.24K
+ 1.9%
$218.96 - $328.33 $272K - $408K
66.6K $18.7M
NVDA
Nvidia Corp

Technology
19.1K
New
$153.3 - $186.58 $2.93M - $3.57M
19.1K $3.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.78K
+ 8.51%
$567.77 - $614.76 $1.58M - $1.71M
35.5K $21.7M
GOOG
Alphabet Inc.

Communication Services
10.1K
New
$175.16 - $255.24 $1.77M - $2.59M
10.1K $2.47M
AAPL
Apple Inc.

Technology
2.9K
+ 9.09%
$202.38 - $256.87 $587K - $745K
34.8K $8.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29.4K
+ 32.16%
$62.09 - $66.51 $1.83M - $1.96M
121K $7.89M
AVGO
Broadcom Inc.

Technology
5.54K
New
$264.74 - $369.57 $1.47M - $2.05M
5.54K $1.83M
BFST
Business First Bancshares, Inc.

Financial Services
71.1K
New
$22.92 - $26.38 $1.63M - $1.88M
71.1K $1.68M
RNST
Renasant Corp

Financial Services
44.4K
New
$35.52 - $39.77 $1.58M - $1.77M
44.4K $1.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.5K
+ 49.9%
$108.46 - $120.63 $1.25M - $1.39M
34.6K $4.11M
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 0.19%
$620.67 - $670.08 $35.4K - $38.2K
30.8K $20.6M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.84K
+ 31.3%
$195.29 - $223.85 $944K - $1.08M
20.3K $4.51M
GLD
Spdr Gold Trust

ETFs
4.11K
New
$300.96 - $355.47 $1.24M - $1.46M
4.11K $1.46M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.2K
New
$110.74 - $122.12 $1.24M - $1.37M
11.2K $1.35M
COST
Costco Wholesale Corp

Consumer Defensive
1.45K
New
$915.95 - $994.57 $1.32M - $1.44M
1.45K $1.34M
RECS
Columbia ETF Tr I

ETFs
32.8K
New
$36.82 - $40.35 $1.21M - $1.32M
32.8K $1.32M
VIVK
Vivakor, Inc.

Energy
3.01M
New
$0.27 - $1.14 $813K - $3.43M
3.01M $1.26M
KKR
Kkr & Co. Inc.

Financial Services
8.36K
New
$129.95 - $152.16 $1.09M - $1.27M
8.36K $1.09M
MSFT
Microsoft Corp

Technology
1.52K
+ 13.47%
$491.09 - $535.64 $746K - $814K
12.8K $6.63M
JPM
Jpmorgan Chase & CO

Financial Services
3K
New
$282.78 - $316.06 $849K - $949K
3K $946K
JNJ
Johnson & Johnson

Healthcare
934
+ 4.2%
$155.17 - $185.42 $145K - $173K
23.2K $4.3M
GOOGL
Alphabet Inc.

Communication Services
2.57K
+ 95.75%
$174.36 - $254.72 $447K - $654K
5.25K $1.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.07K
New
$617.65 - $666.84 $660K - $712K
1.07K $711K
V
Visa Inc.

Financial Services
1.78K
New
$332.09 - $358.86 $592K - $639K
1.78K $608K
TSLA
Tesla, Inc.

Consumer Cyclical
1.34K
New
$293.94 - $444.72 $392K - $594K
1.34K $593K
SPGI
S&P Global Inc.

Financial Services
1.16K
New
$484.94 - $564.15 $563K - $654K
1.16K $564K
FCOM
Fidelity Covington Tr Msci Com

ETFs
7.79K
New
$63.98 - $72.59 $498K - $565K
7.79K $552K
MO
Altria Group, Inc.

Consumer Defensive
8.24K
New
$57.75 - $67.68 $476K - $558K
8.24K $544K
MEDP
Medpace Holdings, Inc.

Healthcare
963
New
$308.88 - $514.16 $297K - $495K
963 $495K
ADBE
Adobe Inc.

Technology
1.37K
New
$333.65 - $392.1 $457K - $537K
1.37K $482K
MMM
3 M CO

Industrials
2.91K
New
$144.41 - $160.2 $421K - $467K
2.91K $452K
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 26.12%
$211.65 - $238.24 $427K - $480K
9.73K $2.14M
ENVA
Enova International, Inc.

Financial Services
3.77K
New
$100.56 - $127.32 $379K - $480K
3.77K $434K
PNR
Pentair PLC

Industrials
3.83K
New
$100.62 - $112.59 $386K - $432K
3.83K $424K
CAH
Cardinal Health Inc

Healthcare
2.65K
New
$146.04 - $167.63 $387K - $444K
2.65K $415K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 4.84%
$51.78 - $57.89 $116K - $130K
48.7K $2.8M
NFLX
Netflix Inc

Communication Services
311
New
$1147.87 - $1297.18 $357K - $403K
311 $372K
HPQ
Hp Inc

Technology
13.4K
New
$24.45 - $29.35 $328K - $394K
13.4K $365K
GS
Goldman Sachs Group Inc

Financial Services
443
New
$696.56 - $806.32 $309K - $357K
443 $352K
FDIS
Fidelity Covington Tr Msci Con

ETFs
3.4K
New
$93.41 - $104.11 $318K - $354K
3.4K $349K
ABBV
Abb Vie Inc.

Healthcare
698
+ 18.72%
$184.85 - $231.54 $129K - $162K
4.43K $1.03M
HPE
Hewlett Packard Enterprise CO

Technology
12.9K
New
$19.81 - $25.24 $256K - $326K
12.9K $317K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
7.4K
New
$28.59 - $36.06 $212K - $267K
7.4K $263K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
6.53K
New
$36.71 - $38.11 $240K - $249K
6.53K $248K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.35K
+ 1.27%
$97.75 - $100.75 $132K - $136K
108K $10.8M
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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