Smith Shellnut Wilson LLC Incresed Positions in Q1 2025

Smith Shellnut Wilson LLC

  • $215 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.9K
+ 15.22%
$120.29 - $134.6 $1.56M - $1.74M
97.9K $11.9M
PM
Philip Morris International Inc.

Consumer Defensive
391
+ 6.81%
$117.15 - $158.79 $45.8K - $62.1K
6.13K $973K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.97K
+ 6.58%
$507.05 - $563.67 $998K - $1.11M
31.9K $16.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.0%
$95.85 - $99.25 $95.9 - $99.3
107K $10.5M
AFL
Aflac Inc

Financial Services
142
+ 0.7%
$100.99 - $111.19 $14.3K - $15.8K
20.4K $2.27M
CTAS
Cintas Corp

Industrials
144
+ 2.5%
$182.09 - $208.14 $26.2K - $30K
5.91K $1.22M
ABBV
Abb Vie Inc.

Healthcare
54
+ 1.19%
$169.2 - $216.66 $9.14K - $11.7K
4.57K $958K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.19K
+ 13.44%
$192.82 - $222.1 $422K - $486K
18.5K $3.57M
XOM
Exxon Mobil Corp

Energy
87
+ 0.78%
$105.44 - $118.93 $9.17K - $10.3K
11.2K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 0.98%
$279.74 - $321.29 $14.3K - $16.4K
5.27K $1.65M
IBM
International Business Machines Corp

Technology
117
+ 4.29%
$217.4 - $264.74 $25.4K - $31K
2.84K $706K
V
Visa Inc.

Financial Services
119
+ 6.95%
$306.92 - $362.71 $36.5K - $43.2K
1.83K $641K
CAH
Cardinal Health Inc

Healthcare
91
+ 2.11%
$118.02 - $137.77 $10.7K - $12.5K
4.4K $606K
WFC
Wells Fargo & Company

Financial Services
504
+ 1.66%
$66.78 - $81.42 $33.7K - $41K
30.9K $2.22M
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 3.23%
$890.62 - $1076.86 $36.5K - $44.2K
1.31K $1.24M
MO
Altria Group, Inc.

Consumer Defensive
169
+ 2.35%
$50.81 - $60.02 $8.59K - $10.1K
7.36K $441K
MDLZ
Mondelez International, Inc.

Consumer Defensive
256
+ 5.09%
$56.12 - $68.15 $14.4K - $17.4K
5.29K $358K
ADP
Automatic Data Processing Inc

Industrials
55
+ 1.74%
$286.85 - $318.64 $15.8K - $17.5K
3.22K $985K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.5K
+ 17.65%
$39.51 - $41.0 $59.3K - $61.5K
10K $398K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
671
+ 2.1%
$66.3 - $74.17 $44.5K - $49.8K
32.6K $2.24M
SNEX
Stone X Group Inc.

Financial Services
1.36K
+ 50.0%
$76.12 - $126.89 $104K - $173K
4.09K $312K
ATO
Atmos Energy Corp

Utilities
81
+ 4.29%
$136.51 - $154.58 $11.1K - $12.5K
1.97K $304K
PG
Procter & Gamble CO

Consumer Defensive
81
+ 1.1%
$158.56 - $176.26 $12.8K - $14.3K
7.44K $1.27M
SHW
Sherwin Williams CO

Basic Materials
45
+ 2.76%
$330.16 - $365.55 $14.9K - $16.4K
1.68K $585K
SPGI
S&P Global Inc.

Financial Services
33
+ 2.66%
$478.26 - $543.77 $15.8K - $17.9K
1.27K $647K
MA
Mastercard Inc

Financial Services
28
+ 6.03%
$504.67 - $576.31 $14.1K - $16.1K
492 $269K
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 1.79%
$225.19 - $279.95 $8.11K - $10.1K
2.05K $502K
PFEB
Innovator U.S. Equity Power Bu

ETFs
500
+ 6.09%
$35.54 - $37.44 $17.8K - $18.7K
8.71K $312K
FDS
Factset Research Systems Inc

Financial Services
30
+ 6.58%
$427.5 - $476.51 $12.8K - $14.3K
486 $220K
Linde PLC
41
+ 2.98%
N/A
1.42K $0
Fidelity Covington Tr Enhanced Intl
221
+ 0.4%
N/A
55K $0
Ge Vernova Inc
6
+ 0.83%
N/A
730 $0
PEP
Pepsico Inc

Consumer Defensive
272
+ 1.32%
$142.64 - $156.42 $38.8K - $42.5K
20.9K $3.13M
META
Meta Platforms, Inc.

Communication Services
25
+ 1.18%
$576.36 - $736.67 $14.4K - $18.4K
2.14K $1.23M
WMT
Walmart Inc.

Consumer Defensive
150
+ 1.05%
$84.5 - $105.05 $12.7K - $15.8K
14.5K $1.27M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.13K
+ 7.26%
$45.72 - $51.73 $143K - $162K
46.2K $2.13M
GWW
W.W. Grainger, Inc.

Industrials
23
+ 2.23%
$953.54 - $1132.42 $21.9K - $26K
1.05K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
795
+ 11.51%
$190.26 - $242.06 $151K - $192K
7.7K $1.47M
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.37%
$154.33 - $206.19 $1.54K - $2.06K
2.68K $414K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
219
+ 0.93%
$117.4 - $131.02 $25.7K - $28.7K
23.8K $2.84M
FDX
Fedex Corp

Industrials
8
+ 0.19%
$230.33 - $281.53 $1.84K - $2.25K
4.28K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
74
+ 0.56%
$222.66 - $268.42 $16.5K - $19.9K
13.3K $3.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
54
+ 0.25%
$102.49 - $119.96 $5.53K - $6.48K
21.9K $2.29M
IJK
Ishares S&P Midcap 400 Growth

ETFs
276
+ 0.84%
$81.62 - $96.63 $22.5K - $26.7K
33.2K $2.76M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
135
+ 0.91%
$161.27 - $192.3 $21.8K - $26K
14.9K $2.41M
NVDA
Nvidia Corp

Technology
27
+ 0.19%
$106.98 - $149.43 $2.89K - $4.03K
14.1K $1.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
600
+ 0.56%
$57.21 - $65.8 $34.3K - $39.5K
107K $6.25M
MSFT
Microsoft Corp

Technology
10
+ 0.09%
$375.39 - $447.2 $3.75K - $4.47K
11.3K $4.24M
IVV
Ishares Core S&P 500 ETF

ETFs
423
+ 1.39%
$554.06 - $615.85 $234K - $261K
30.9K $17.4M
Activity Summary
Buys All Purchases 55 New Holdings 4 Increased Positions 51 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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