Smith Thornton Advisors LLC Reduced Holdings in Q1 2025

Smith Thornton Advisors LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CDC
Victory Portfolios Ii Shs Inco

ETFs
-31.1K
- 78.4%
$61.46 - $66.32 $1.91M - $2.07M
8.58K $564M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19.6K
- 66.34%
$95.85 - $99.25 $1.88M - $1.94M
9.94K $983M
XLU
Utilities Sector Spdr

ETFs
-20.1K
- 69.85%
$74.7 - $80.27 $1.5M - $1.61M
8.67K $683M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-8.55K
- 63.26%
N/A
4.97K $437M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.48K
- 14.74%
$100.32 - $100.76 $650K - $653K
37.5K $3.77B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.2K
- 64.09%
$81.83 - $82.73 $589K - $596K
4.04K $334M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-14.4K
- 10.59%
$45.41 - $47.18 $653K - $678K
121K $5.69B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.32K
- 23.73%
$54.25 - $57.64 $506K - $537K
30K $1.65B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.38K
- 13.46%
$53.6 - $58.97 $342K - $376K
41K $2.24B
SFBS
Servis First Bancshares, Inc.

Financial Services
-4.5K
- 21.24%
$80.8 - $93.58 $363K - $421K
16.7K $1.38B
AAPL
Apple Inc.

Technology
-62
- 0.52%
$209.68 - $247.1 $13K - $15.3K
11.8K $2.62B
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-5.99K
- 27.79%
$64.2 - $69.24 $384K - $415K
15.6K $1.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-188
- 3.59%
$468.34 - $539.52 $88K - $101K
5.05K $2.37B
IVV
Ishares Core S&P 500 ETF

ETFs
-296
- 6.5%
$554.06 - $615.85 $164K - $182K
4.26K $2.39B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-5.06K
- 24.59%
$51.26 - $52.53 $260K - $266K
15.5K $800M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-3.05K
- 20.88%
$81.8 - $88.86 $250K - $271K
11.6K $977M
MUB
Ishares National Muni Bond ETF

ETFs
-2.41K
- 26.95%
$104.71 - $107.69 $252K - $259K
6.52K $687M
MRK
Merck & Co., Inc.

Healthcare
-731
- 14.34%
$83.01 - $101.02 $60.7K - $73.8K
4.37K $392M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 2.38%
$507.05 - $563.67 $30.4K - $33.8K
2.46K $1.26B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-60
- 0.27%
$57.21 - $65.8 $3.43K - $3.95K
21.8K $1.27B
BAC
Bank Of America Corp

Financial Services
-140
- 0.44%
$39.61 - $47.74 $5.55K - $6.68K
31.4K $1.31B
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.32%
$347.25 - $424.87 $2.78K - $3.4K
2.52K $922M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.11%
$551.42 - $612.93 $1.1K - $1.23K
1.87K $1.05B
SNAP
Snap Inc

Communication Services
-258
- 1.26%
$8.37 - $12.57 $2.16K - $3.24K
20.3K $176M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-395
- 7.79%
$56.17 - $59.71 $22.2K - $23.6K
4.68K $267M
IEMG
Ishares Inc

ETFs
-198
- 2.59%
N/A
7.43K $401M
LANC
Lancaster Colony Corp

Consumer Defensive
-1
- 0.05%
$166.07 - $196.44 $166 - $196
2.05K $359M
DVY
Ishares Tr

ETFs
-15
- 0.44%
$128.58 - $138.1 $1.93K - $2.07K
3.42K $459M
PARA
Paramount Global

Communication Services
-5.05K
- 8.88%
$10.16 - $12.14 $51.3K - $61.3K
51.8K $619M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.73%
$279.74 - $321.29 $2.8K - $3.21K
1.37K $427M
GILD
Gilead Sciences, Inc.

Healthcare
-34
- 1.26%
$89.14 - $117.41 $3.03K - $3.99K
2.66K $298M
KO
Coca Cola CO

Consumer Defensive
-1K
- 4.37%
$60.81 - $72.32 $60.8K - $72.3K
21.9K $1.57B
Activity Summary
Buys All Purchases 63 New Holdings 2 Increased Positions 61 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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