Smith Shellnut Wilson LLC Incresed Positions in Q3 2025

Smith Shellnut Wilson LLC

  • $257 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

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

Technology
1.52K
+ 13.47%
$491.09 - $535.64 $746K - $814K
12.8K $6.63M
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
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 4.84%
$51.78 - $57.89 $116K - $130K
48.7K $2.8M
ABBV
Abb Vie Inc.

Healthcare
698
+ 18.72%
$184.85 - $231.54 $129K - $162K
4.43K $1.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.35K
+ 1.27%
$97.75 - $100.75 $132K - $136K
108K $10.8M
BAC
Bank Of America Corp

Financial Services
62
+ 0.11%
$44.92 - $52.42 $2.79K - $3.25K
56.1K $2.9M
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
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
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
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
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
SNEX
Stone X Group Inc.

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