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
OPK
Opko Health, Inc.

Healthcare
747K
+ 568.92%
$0.87 - $1.57 $650K - $1.17M
879K $1.05M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
42.8K
+ 6.03%
$25.27 - $25.61 $1.08M - $1.1M
754K $19M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.07K
+ 1.48%
$33.69 - $36.47 $306K - $331K
621K $22.5M
STX
Seagate Technology Holdings PLC

Technology
8.38K
New
$80.11 - $98.63 $671K - $826K
8.38K $779K
VUG
Vanguard Growth ETF

ETFs
169
+ 0.85%
$301.05 - $346.61 $50.9K - $58.6K
20.1K $6.93M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.4K
+ 93.55%
$50.95 - $51.48 $684K - $691K
27.8K $1.42M
AXP
American Express CO

Financial Services
26
+ 0.16%
$179.79 - $229.12 $4.67K - $5.96K
16.1K $3.67M
IWM
Ishares Russell 2000 ETF

ETFs
38
+ 0.06%
$189.48 - $210.3 $7.2K - $7.99K
67.2K $14.1M
KO
Coca Cola CO

Consumer Defensive
7.39K
+ 10.68%
$58.91 - $61.24 $435K - $452K
76.6K $4.69M
IBMO
Ishares Tr Ibonds December 202

ETFs
27.5K
+ 3.95%
$25.35 - $25.52 $698K - $703K
724K $18.4M
DFAE
Dimensional ETF Tr

ETFs
9.5K
+ 1.97%
$22.74 - $24.88 $216K - $236K
491K $12.1M
SLB
Schlumberger Limited

Energy
2.36K
+ 1.9%
$47.08 - $54.9 $111K - $130K
127K $6.95M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.85K
+ 27.07%
$82.87 - $90.44 $319K - $348K
18.1K $1.63M
AZN
Astrazeneca PLC

Healthcare
6.3K
New
$61.03 - $69.57 $385K - $438K
6.3K $426K
V
Visa Inc.

Financial Services
48
+ 0.22%
$257.98 - $290.37 $12.4K - $13.9K
22K $6.14M
GLD
Spdr Gold Trust

ETFs
424
+ 1.83%
$184.42 - $205.72 $78.2K - $87.2K
23.6K $4.85M
BMY
Bristol Myers Squibb CO

Healthcare
4.56K
+ 7.89%
$47.98 - $54.4 $219K - $248K
62.4K $3.38M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.98K
New
$34.88 - $65.58 $209K - $392K
5.98K $377K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
18K
New
$18.08 - $20.34 $326K - $366K
18K $366K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.3K
New
$98.48 - $109.17 $325K - $361K
3.3K $360K
MPC
Marathon Petroleum Corp

Energy
895
+ 27.04%
$151.8 - $201.5 $136K - $180K
4.21K $847K
PH
Parker Hannifin Corp

Industrials
3
+ 0.08%
$450.68 - $560.64 $1.35K - $1.68K
3.64K $2.02M
HUBB
Hubbell Inc

Industrials
11
+ 0.28%
$316.84 - $417.92 $3.49K - $4.6K
3.91K $1.62M
PGR
Progressive Corp

Financial Services
97
+ 1.44%
$161.63 - $206.82 $15.7K - $20.1K
6.84K $1.42M
CB
Chubb LTD

Financial Services
1.11K
+ 119.78%
$225.25 - $260.21 $251K - $290K
2.04K $529K
PENN
Penn National Gaming Inc

Consumer Cyclical
17.3K
New
$16.6 - $25.95 $287K - $449K
17.3K $315K
ADP
Automatic Data Processing Inc

Industrials
672
+ 7.85%
$232.51 - $255.87 $156K - $172K
9.23K $2.3M
CI
Cigna Corp

Healthcare
46
+ 1.08%
$297.82 - $363.34 $13.7K - $16.7K
4.32K $1.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
182
+ 0.15%
$102.35 - $110.52 $18.6K - $20.1K
119K $13.1M
FSLR
First Solar, Inc.

Technology
1.62K
New
$139.8 - $172.16 $227K - $279K
1.62K $273K
TGT
Target Corp

Consumer Defensive
815
+ 22.75%
$137.4 - $177.21 $112K - $144K
4.4K $779K
PCEF
Invesco Cef Income Composite E

ETFs
14.3K
New
$17.95 - $18.85 $257K - $270K
14.3K $269K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
377
+ 0.83%
$59.53 - $65.95 $22.4K - $24.9K
45.7K $3.01M
EMR
Emerson Electric CO

Industrials
1.04K
+ 11.7%
$91.73 - $113.45 $95.7K - $118K
9.96K $1.13M
MCK
Mckesson Corp

Healthcare
489
New
$473.42 - $539.26 $232K - $264K
489 $262K
TFC
Truist Financial Corp

Financial Services
2.4K
+ 3.07%
$34.53 - $38.98 $82.9K - $93.6K
80.5K $3.14M
AMAT
Applied Materials Inc

Technology
79
+ 1.51%
$149.0 - $212.61 $11.8K - $16.8K
5.3K $1.09M
COF
Capital One Financial Corp

Financial Services
18
+ 0.13%
$124.92 - $148.89 $2.25K - $2.68K
13.8K $2.05M
ASML
Asml Holding Nv

Technology
251
New
$700.29 - $1047.39 $176K - $263K
251 $243K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.12K
+ 3.32%
$96.75 - $99.37 $399K - $410K
128K $12.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31.2K
+ 407.89%
$56.98 - $284.98 $1.78M - $8.89M
38.8K $2.36M
CSL
Carlisle Companies Inc

Industrials
608
New
$300.88 - $391.85 $183K - $238K
608 $238K
AMD
Advanced Micro Devices Inc

Technology
186
+ 3.04%
$135.32 - $211.38 $25.2K - $39.3K
6.31K $1.14M
TSCO
Tractor Supply CO

Consumer Cyclical
867
New
$212.65 - $266.17 $184K - $231K
867 $226K
CTVA
Corteva, Inc.

Basic Materials
3.86K
New
$44.41 - $57.67 $171K - $222K
3.86K $222K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.98K
New
$25.78 - $31.62 $180K - $221K
6.98K $220K
FTNT
Fortinet, Inc.

Technology
3.18K
New
$57.78 - $73.07 $184K - $232K
3.18K $217K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.52K
+ 9.56%
$43.25 - $44.65 $282K - $291K
74.8K $3.26M
SPOT
Spotify Technology S.A.

Communication Services
800
New
$187.94 - $270.35 $150K - $216K
800 $211K
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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