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
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.4K
+ 8.36%
$23.67 - $24.03 $222K - $226K
122K $2.9M
EBAY
Ebay Inc

Consumer Cyclical
3.9K
New
$40.67 - $52.78 $158K - $206K
3.9K $205K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.7K
New
$50.57 - $55.62 $187K - $206K
3.7K $205K
SKY
Skyline Champion Corp

Consumer Cyclical
2.42K
New
$66.73 - $85.7 $162K - $208K
2.42K $205K
SBUX
Starbucks Corp

Consumer Cyclical
2.74K
+ 26.86%
$90.12 - $97.3 $247K - $267K
12.9K $1.18M
MET
Metlife Inc

Financial Services
2.74K
New
$65.35 - $74.11 $179K - $203K
2.74K $203K
THS
Tree House Foods, Inc.

Consumer Defensive
5.2K
New
$35.39 - $43.49 $184K - $226K
5.2K $202K
NEE
Nextera Energy Inc

Utilities
938
+ 2.1%
$54.97 - $63.91 $51.6K - $59.9K
45.7K $2.92M
ABT
Abbott Laboratories

Healthcare
676
+ 1.98%
$109.52 - $120.96 $74K - $81.8K
34.9K $3.96M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.53K
+ 4.22%
$71.76 - $73.66 $253K - $260K
87.2K $6.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
239
+ 1.52%
$109.98 - $120.99 $26.3K - $28.9K
16K $1.93M
FISV
Fiserv Inc

Technology
1.24K
+ 1.2%
N/A
104K $13.1M
VEEV
Veeva Systems Inc

Healthcare
11
+ 0.3%
$185.19 - $234.79 $2.04K - $2.58K
3.7K $857K
VT
Vanguard Total World Stk Index

ETFs
810
+ 11.22%
$100.68 - $110.5 $81.6K - $89.5K
8.03K $887K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
876
+ 22.04%
$122.28 - $131.24 $107K - $115K
4.85K $636K
STLD
Steel Dynamics Inc

Basic Materials
1.38K
New
N/A
1.38K $135K
PSX
Phillips 66

Energy
8
+ 0.19%
$127.67 - $163.34 $1.02K - $1.31K
4.12K $673K
CEG
Constellation Energy Corp

Utilities
18
+ 1.01%
$111.41 - $187.26 $2.01K - $3.37K
1.8K $332K
IVW
Ishares S&P 500 Growth ETF

ETFs
112
+ 0.93%
$72.87 - $85.14 $8.16K - $9.54K
12.1K $1.03M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
5.74K
+ 31.87%
$20.53 - $22.26 $118K - $128K
23.7K $508K
C
Citigroup Inc

Financial Services
54
+ 0.57%
$51.11 - $63.24 $2.76K - $3.41K
9.45K $597K
MO
Altria Group, Inc.

Consumer Defensive
1.25K
+ 7.02%
$39.73 - $44.95 $49.8K - $56.3K
19.1K $832K
DFAS
Dimensional ETF Tr U S Small C

ETFs
189
+ 0.52%
$56.66 - $62.34 $10.7K - $11.8K
36.6K $2.28M
KR
Kroger CO

Consumer Defensive
185
+ 2.11%
$44.62 - $57.13 $8.25K - $10.6K
8.97K $512K
TJX
Tjx Companies Inc

Consumer Cyclical
413
+ 4.83%
$91.7 - $101.42 $37.9K - $41.9K
8.97K $909K
UBER
Uber Technologies, Inc

Technology
22
+ 0.33%
$57.58 - $81.39 $1.27K - $1.79K
6.69K $515K
TRV
Travelers Companies, Inc.

Financial Services
75
+ 3.44%
$191.3 - $230.14 $14.3K - $17.3K
2.25K $518K
AIZ
Assurant, Inc.

Financial Services
355
+ 19.73%
$163.3 - $188.24 $58K - $66.8K
2.15K $405K
HDV
Ishares Core High Dividend ETF

ETFs
685
+ 34.49%
$101.8 - $110.21 $69.7K - $75.5K
2.67K $294K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.2K
+ 4.3%
$24.41 - $24.85 $102K - $104K
102K $2.51M
HON
Honeywell International Inc

Industrials
1.78K
+ 2.85%
$193.01 - $209.0 $344K - $372K
64.2K $13.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.23K
+ 20.32%
$39.46 - $40.35 $88.1K - $90.1K
13.2K $529K
CSX
Csx Corp

Industrials
69
+ 0.2%
$34.39 - $38.38 $2.37K - $2.65K
34.3K $1.27M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
730
+ 3.77%
$48.96 - $53.42 $35.7K - $39K
20.1K $1.07M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
148
+ 14.44%
$372.72 - $397.76 $55.2K - $58.9K
1.17K $466K
GTO
Invesco Actively Managed ETF T

ETFs
1.82K
+ 12.95%
$46.24 - $47.35 $84.3K - $86.3K
15.9K $744K
NFLX
Netflix Inc

Communication Services
17
+ 3.06%
$468.5 - $629.24 $7.96K - $10.7K
573 $348K
RSP
Invesco S&P 500 Equal Weight E

ETFs
94
+ 1.78%
$153.84 - $169.37 $14.5K - $15.9K
5.38K $911K
HYG
Ishares Tr

ETFs
947
+ 12.33%
$76.57 - $77.9 $72.5K - $73.8K
8.63K $670K
FDUS
Fidus Investment Corp

Financial Services
3.81K
+ 34.27%
$18.79 - $20.04 $71.5K - $76.3K
14.9K $294K
JNK
Spdr Bloomberg High Yield Bond

ETFs
688
+ 4.04%
$93.76 - $95.35 $64.5K - $65.6K
17.7K $1.69M
PVH
Pvh Corp.

Consumer Cyclical
28
+ 0.76%
$116.69 - $140.61 $3.27K - $3.94K
3.69K $518K
MRVL
Marvell Technology, Inc.

Technology
50
+ 0.79%
$56.76 - $85.09 $2.84K - $4.25K
6.34K $449K
MAR
Marriott International Inc

Consumer Cyclical
17
+ 0.7%
$219.04 - $255.27 $3.72K - $4.34K
2.45K $618K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
234
+ 2.42%
$54.97 - $61.53 $12.9K - $14.4K
9.91K $610K
IWV
Ishares Russell 3000 ETF

ETFs
29
+ 1.29%
$268.36 - $300.08 $7.78K - $8.7K
2.28K $684K
GSIT
Gsi Technology Inc

Technology
20K
New
$1.88 - $4.59 $37.6K - $91.8K
20K $68K
CRWD
Crowd Strike Holdings, Inc.

Technology
39
+ 4.77%
$244.36 - $334.55 $9.53K - $13K
856 $274K
NUE
Nucor Corp

Basic Materials
24
+ 0.98%
$166.4 - $198.56 $3.99K - $4.77K
2.48K $490K
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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