Smith Shellnut Wilson LLC Portfolio Holdings
Smith Shellnut Wilson LLC
- $223 Million
- Q4 2024
Smith Shellnut Wilson LLC has filed its 13F form on March 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $223 Million distributed in 146 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 $17.9M, Vanguard Index Fds S&P 500 ETF with a value of $16.1M, Invesco Qqq Trust, Series 1 with a value of $13.2M, Ishares Core S&P Total U.S. St with a value of $10.9M, and Oracle Corp with a value of $10.9M.
Examining the 13F form we can see an increase of $4.91M in the current position value, from $218M to 223M.
Below you can find more details about Smith Shellnut Wilson LLC portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
ETFs: $121 Million
Technology: $32 Million
Financial Services: $18.1 Million
Consumer Defensive: $13.2 Million
Industrials: $10.4 Million
Consumer Cyclical: $8.63 Million
Healthcare: $7.31 Million
Energy: $5.58 Million
Other: $7.09 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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