Smith Shellnut Wilson LLC Portfolio Holdings
Smith Shellnut Wilson LLC
- $186 Million
- Q1 2024
Smith Shellnut Wilson LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $186 Million distributed in 131 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 $15.8M, Ishares Core S&P Total U.S. St with a value of $12.3M, Invesco Qqq Trust, Series 1 with a value of $11.2M, Proshares S&P 500 Dividend Ari with a value of $10.6M, and Vanguard Index Fds S&P 500 ETF with a value of $9.62M.
Examining the 13F form we can see an increase of $14.1M in the current position value, from $172M to 186M.
Below you can find more details about Smith Shellnut Wilson LLC portfolio as well as his latest detailed transactions.