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
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
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.23K
+ 20.32%
$39.46 - $40.35 $88.1K - $90.1K
13.2K $529K
HON
Honeywell International Inc

Industrials
1.78K
+ 2.85%
$193.01 - $209.0 $344K - $372K
64.2K $13.2M
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
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
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
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
AJG
Arthur J. Gallagher & Co.

Financial Services
24
+ 1.39%
$225.0 - $255.87 $5.4K - $6.14K
1.75K $437K
TT
Trane Technologies PLC

Industrials
9
+ 1.07%
$235.96 - $303.89 $2.12K - $2.74K
851 $255K
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
LHX
L3 Harris Technologies, Inc.

Industrials
200
+ 17.84%
$202.92 - $215.96 $40.6K - $43.2K
1.32K $281K
TIP
Ishares Tr Tips Bd ETF

ETFs
427
+ 10.62%
$105.69 - $108.04 $45.1K - $46.1K
4.45K $477K
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
CHKP
Check Point Software Technologies LTD

Technology
58
+ 2.13%
$151.05 - $166.48 $8.76K - $9.66K
2.78K $455K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.95K
+ 4.23%
$20.38 - $20.53 $39.8K - $40.1K
48.1K $982K
AEP
American Electric Power CO Inc

Utilities
197
+ 4.27%
$75.94 - $86.1 $15K - $17K
4.81K $413K
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
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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
207
+ 3.74%
$45.88 - $50.1 $9.5K - $10.4K
5.74K $287K
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
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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