Wilbanks Smith & Thomas Asset Management LLC Purchases in Q1 2024

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.42M
New
$23.14 - $23.52 $32.9M - $33.4M
1.42M $33.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.4K
+ 0.79%
$429.43 - $481.35 $2.32M - $2.6M
689K $331M
HYLB
Xtrackers Usd High Yield Corp

ETFs
433K
+ 38.23%
$35.17 - $35.77 $15.2M - $15.5M
1.56M $55.9M
BSCU
Invesco Exc Self Ind Tr

ETFs
942K
+ 66.45%
$16.22 - $16.67 $15.3M - $15.7M
2.36M $38.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
255K
New
$50.32 - $50.74 $12.8M - $13M
255K $13M
SNPS
Synopsys Inc

Technology
20.1K
New
$484.81 - $602.01 $9.74M - $12.1M
20.1K $11.5M
VTV
Vanguard Value ETF

ETFs
6.92K
+ 1.18%
$147.46 - $162.86 $1.02M - $1.13M
593K $96.6M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
187K
+ 40.05%
$41.98 - $42.63 $7.87M - $7.99M
656K $27.9M
SJNK
Spdr Bloomberg Short Term High

ETFs
316K
+ 40.19%
$24.97 - $25.29 $7.88M - $7.98M
1.1M $27.8M
PLTR
Palantir Technologies Inc.

Technology
327K
New
$15.98 - $26.46 $5.23M - $8.65M
327K $7.53M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
231K
+ 34.91%
$28.53 - $29.14 $6.58M - $6.72M
892K $25.9M
MSFT
Microsoft Corp

Technology
237
+ 0.16%
$367.75 - $429.37 $87.2K - $102K
149K $62.9M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
316K
+ 16.24%
$19.18 - $19.51 $6.07M - $6.17M
2.26M $43.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
301K
+ 15.94%
$19.93 - $20.32 $6M - $6.11M
2.19M $43.9M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
329K
+ 15.79%
$18.13 - $18.56 $5.97M - $6.11M
2.41M $44.2M
VB
Vanguard Small Cap ETF

ETFs
2.53K
+ 0.91%
$204.0 - $228.59 $517K - $579K
281K $64.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.9K
+ 1.21%
$144.57 - $180.38 $274K - $342K
159K $28.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.85K
+ 1.17%
$65.84 - $72.19 $517K - $567K
681K $49.2M
DFAI
Dimensional ETF Tr

ETFs
44K
+ 2.48%
$27.74 - $30.27 $1.22M - $1.33M
1.82M $54.8M
PANW
Palo Alto Networks Inc

Technology
14.7K
+ 69.27%
$261.97 - $376.9 $3.86M - $5.55M
36K $10.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.46K
+ 1.26%
$167.09 - $200.3 $244K - $293K
117K $23.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.13K
+ 2.21%
$359.29 - $420.52 $404K - $473K
52K $21.9M
ORCL
Oracle Corp

Technology
1.81K
+ 1.2%
$102.46 - $129.24 $185K - $233K
152K $19.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
166K
+ 5.64%
$22.51 - $23.08 $3.74M - $3.83M
3.11M $70.8M
QCOM
Qualcomm Inc

Technology
877
+ 0.82%
$136.17 - $175.72 $119K - $154K
108K $18.3M
WMT
Walmart Inc.

Consumer Defensive
201K
+ 203.11%
$58.61 - $175.86 $11.8M - $35.4M
300K $18.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
24.2K
+ 21.27%
$106.98 - $110.63 $2.58M - $2.67M
138K $15M
ABBV
Abb Vie Inc.

Healthcare
7.45K
+ 21.64%
$159.82 - $182.1 $1.19M - $1.36M
41.9K $7.62M
CRM
Salesforce, Inc.

Technology
184
+ 0.31%
$251.12 - $316.88 $46.2K - $58.3K
58.7K $17.7M
RTX
Raytheon Technologies Corp

Industrials
4.06K
+ 2.95%
$85.02 - $97.53 $345K - $395K
141K $13.8M
PG
Procter & Gamble CO

Consumer Defensive
1.57K
+ 1.27%
$147.42 - $162.61 $232K - $256K
125K $20.3M
MA
Mastercard Inc

Financial Services
417
+ 1.2%
$418.77 - $488.64 $175K - $204K
35.1K $16.9M
HD
Home Depot, Inc.

Consumer Cyclical
3.01K
+ 12.95%
$338.26 - $395.2 $1.02M - $1.19M
26.3K $10.1M
COST
Costco Wholesale Corp

Consumer Defensive
139
+ 0.55%
$644.69 - $785.59 $89.6K - $109K
25.4K $18.6M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.54K
+ 2.9%
$87.41 - $106.81 $310K - $378K
126K $13.3M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
56.4K
+ 9.18%
$26.17 - $26.88 $1.48M - $1.52M
670K $18M
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 1.42%
$131.4 - $153.51 $251K - $293K
136K $20.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
44
+ 0.04%
$161.84 - $179.11 $7.12K - $7.88K
114K $20.4M
DHR
Danaher Corp

Healthcare
1.25K
+ 1.9%
$224.58 - $256.19 $281K - $320K
66.9K $16.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
112
+ 1.45%
$925.4 - $1167.53 $104K - $131K
7.83K $8.84M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.21K
+ 3.37%
$56.13 - $66.99 $349K - $416K
190K $12.8M
CVX
Chevron Corp

Energy
3.48K
+ 3.65%
$141.82 - $157.74 $493K - $548K
98.7K $15.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
297
+ 1.19%
$467.28 - $523.17 $139K - $155K
25.2K $13.2M
IBMP
Ishares Tr Ibonds December 202

ETFs
51.7K
+ 7.44%
$25.17 - $25.41 $1.3M - $1.31M
746K $18.8M
ADSK
Autodesk, Inc.

Technology
858
+ 1.76%
$227.19 - $266.68 $195K - $229K
49.5K $12.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.4K
+ 1.48%
$124.81 - $139.43 $174K - $195K
95.6K $13.1M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
8.15K
+ 33.11%
$100.31 - $105.34 $817K - $858K
32.8K $3.45M
SCHW
Schwab Charles Corp

Financial Services
4.22K
+ 2.37%
$61.89 - $72.38 $261K - $306K
182K $13.2M
VTI
Vanguard Total Stock Market Et

ETFs
603
+ 1.88%
$232.77 - $260.14 $140K - $157K
32.6K $8.49M
Activity Summary
Buys All Purchases 211 New Holdings 28 Increased Positions 183 Sells All Sells 220 Reductions 220 Sold out 0 Options Calls 0 Puts 0
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