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
OXY
Occidental Petroleum Corp

Energy
367
+ 6.51%
$56.22 - $64.99 $20.6K - $23.9K
6.01K $390K
SEIC
Sei Investments CO

Financial Services
13
+ 0.21%
$62.21 - $72.02 $809 - $936
6.08K $437K
TT
Trane Technologies PLC

Industrials
9
+ 1.07%
$235.96 - $303.89 $2.12K - $2.74K
851 $255K
AJG
Arthur J. Gallagher & Co.

Financial Services
24
+ 1.39%
$225.0 - $255.87 $5.4K - $6.14K
1.75K $437K
WMB
Williams Companies, Inc.

Energy
508
+ 7.02%
$33.05 - $38.97 $16.8K - $19.8K
7.75K $301K
CINF
Cincinnati Financial Corp

Financial Services
29
+ 1.34%
$105.24 - $124.17 $3.05K - $3.6K
2.2K $272K
AME
Ametek Inc

Industrials
10
+ 0.4%
$160.07 - $184.91 $1.6K - $1.85K
2.52K $459K
TIP
Ishares Tr Tips Bd ETF

ETFs
427
+ 10.62%
$105.69 - $108.04 $45.1K - $46.1K
4.45K $477K
LHX
L3 Harris Technologies, Inc.

Industrials
200
+ 17.84%
$202.92 - $215.96 $40.6K - $43.2K
1.32K $281K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.05K
+ 8.25%
$46.54 - $47.74 $48.9K - $50.2K
13.8K $649K
AOR
Ishares Tr Core Growth Allocat

ETFs
55
+ 0.36%
$52.25 - $55.68 $2.87K - $3.06K
15.2K $847K
AEP
American Electric Power CO Inc

Utilities
197
+ 4.27%
$75.94 - $86.1 $15K - $17K
4.81K $413K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.95K
+ 4.23%
$20.38 - $20.53 $39.8K - $40.1K
48.1K $982K
SPMD
Spdr Portfolio

ETFs
136
+ 2.08%
$47.16 - $53.34 $6.41K - $7.25K
6.68K $356K
INTU
Intuit Inc

Technology
19
+ 1.95%
$586.82 - $669.36 $11.1K - $12.7K
991 $644K
CTAS
Cintas Corp

Industrials
8
+ 2.26%
$577.26 - $687.03 $4.62K - $5.5K
362 $248K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 0.14%
$407.69 - $446.08 $1.63K - $1.78K
2.93K $1.22M
IVE
Ishares S&P 500 Value ETF

ETFs
30
+ 1.57%
$171.09 - $186.81 $5.13K - $5.6K
1.94K $362K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
207
+ 3.74%
$45.88 - $50.1 $9.5K - $10.4K
5.74K $287K
VEU
Vanguard Ftse All World Ex Us

ETFs
76
+ 0.8%
$54.0 - $58.69 $4.1K - $4.46K
9.57K $561K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
316
+ 1.74%
$39.85 - $43.04 $12.6K - $13.6K
18.5K $796K
AOA
Ishares Tr Core Aggressive All

ETFs
81
+ 1.68%
$67.75 - $73.5 $5.49K - $5.95K
4.9K $360K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
12
+ 0.46%
$102.91 - $114.96 $1.23K - $1.38K
2.62K $301K
SCHA
Schwab Strategic Tr Us Small C

ETFs
116
+ 1.18%
$44.84 - $49.24 $5.2K - $5.71K
9.91K $488K
CBRE
Cbre Group, Inc.

Real Estate
10
+ 0.18%
$83.34 - $98.12 $833 - $981
5.46K $530K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
991
+ 1.74%
$0.8 - $1.48 $793 - $1.47K
58K $71K
HRZN
Horizon Technology Finance Corp

Financial Services
3.71K
+ 26.5%
$11.17 - $13.63 $41.4K - $50.6K
17.7K $201K
WY
Weyerhaeuser CO

Real Estate
88
+ 0.73%
$32.37 - $35.93 $2.85K - $3.16K
12.2K $438K
UNP
Union Pacific Corp

Industrials
31
+ 0.46%
$235.81 - $256.91 $7.31K - $7.96K
6.7K $1.65M
CME
Cme Group Inc.

Financial Services
14
+ 0.95%
$196.4 - $221.35 $2.75K - $3.1K
1.49K $319K
PLD
Prologis, Inc.

Real Estate
194
+ 3.46%
$125.14 - $135.07 $24.3K - $26.2K
5.79K $754K
MCO
Moodys Corp

Financial Services
5
+ 0.61%
$366.48 - $405.17 $1.83K - $2.03K
824 $323K
MC
Moelis & CO

Financial Services
2
+ 0.04%
$52.05 - $57.67 $104 - $115
4.97K $282K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
253
+ 0.63%
$3.88 - $4.02 $982 - $1.02K
40.6K $158K
ED
Consolidated Edison Inc

Utilities
47
+ 0.95%
$86.21 - $94.32 $4.05K - $4.43K
5K $453K
ACN
Accenture PLC

Technology
39
+ 1.59%
$333.82 - $386.91 $13K - $15.1K
2.49K $864K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
633
+ 5.43%
$1.94 - $2.06 $1.23K - $1.3K
12.3K $24K
ST
Sensata Technologies Holding PLC

Technology
200
+ 2.5%
$32.35 - $37.35 $6.47K - $7.47K
8.2K $301K
SCHO
Schwab Short Term Us Treasury

ETFs
88
+ 0.66%
$48.05 - $48.63 $4.23K - $4.28K
13.5K $649K
Linde PLC
13
+ 0.67%
N/A
1.94K $0
Ishares Tr
53.5K
+ 7.98%
N/A
723K $0
Arcadium Lithium PLC
24.5K
New
N/A
24.5K $0
BFB
Brown Forman Corp Cl B
51
+ 0.38%
N/A
13.4K $0
GOLD
Barrick Gold Corp

Basic Materials
984
+ 8.31%
$14.06 - $17.88 $13.8K - $17.6K
12.8K $213K
PPG
Ppg Industries Inc

Basic Materials
95
+ 2.92%
$137.57 - $147.39 $13.1K - $14K
3.35K $485K
BNDX
Vanguard Total International B

ETFs
7
+ 0.04%
$48.47 - $49.33 $339 - $345
16.5K $810K
FRST
Primis Financial Corp.

Financial Services
1.18K
+ 1.58%
$11.68 - $13.67 $13.7K - $16.1K
75.7K $921K
EXR
Extra Space Storage Inc.

Real Estate
5
+ 0.27%
$138.07 - $164.4 $690 - $822
1.83K $269K
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 0.24%
$515.08 - $576.87 $2.06K - $2.31K
1.69K $910K
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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