Wilbanks Smith & Thomas Asset Management LLC Incresed Positions in Q1 2024

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
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
BKNG
Booking Holdings Inc.

Consumer Cyclical
73
+ 2.06%
$3408.14 - $3901.99 $249K - $285K
3.62K $13.1M
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
V
Visa Inc.

Financial Services
48
+ 0.22%
$257.98 - $290.37 $12.4K - $13.9K
22K $6.14M
BMY
Bristol Myers Squibb CO

Healthcare
4.56K
+ 7.89%
$47.98 - $54.4 $219K - $248K
62.4K $3.38M
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
PGR
Progressive Corp

Financial Services
97
+ 1.44%
$161.63 - $206.82 $15.7K - $20.1K
6.84K $1.42M
HUBB
Hubbell Inc

Industrials
11
+ 0.28%
$316.84 - $417.92 $3.49K - $4.6K
3.91K $1.62M
CB
Chubb LTD

Financial Services
1.11K
+ 119.78%
$225.25 - $260.21 $251K - $290K
2.04K $529K
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
TGT
Target Corp

Consumer Defensive
815
+ 22.75%
$137.4 - $177.21 $112K - $144K
4.4K $779K
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
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
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
AMD
Advanced Micro Devices Inc

Technology
186
+ 3.04%
$135.32 - $211.38 $25.2K - $39.3K
6.31K $1.14M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.52K
+ 9.56%
$43.25 - $44.65 $282K - $291K
74.8K $3.26M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.4K
+ 8.36%
$23.67 - $24.03 $222K - $226K
122K $2.9M
SBUX
Starbucks Corp

Consumer Cyclical
2.74K
+ 26.86%
$90.12 - $97.3 $247K - $267K
12.9K $1.18M
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
IWP
Ishares Russell Mid Cap Growth

ETFs
133
+ 0.79%
$100.66 - $114.14 $13.4K - $15.2K
16.9K $1.93M
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
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
KR
Kroger CO

Consumer Defensive
185
+ 2.11%
$44.62 - $57.13 $8.25K - $10.6K
8.97K $512K
DFAS
Dimensional ETF Tr U S Small C

ETFs
189
+ 0.52%
$56.66 - $62.34 $10.7K - $11.8K
36.6K $2.28M
TJX
Tjx Companies Inc

Consumer Cyclical
413
+ 4.83%
$91.7 - $101.42 $37.9K - $41.9K
8.97K $909K
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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