Wilbanks Smith & Thomas Asset Management LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.54 Billion distributed in 528 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $331M, Ishares Russell 1000 Gr ETF with a value of $191M, Ishares Core S&P 500 ETF with a value of $184M, Vanguard Value ETF with a value of $96.6M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $90.5M.
Examining the 13F form we can see an increase of $296M in the current position value, from $3.24B to 3.54B.
Below you can find more details about Wilbanks Smith & Thomas Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.54 Billion
ETFs: $2.34 Billion
Technology: $353 Million
Industrials: $197 Million
Financial Services: $167 Million
Healthcare: $137 Million
Consumer Defensive: $111 Million
Consumer Cyclical: $86.9 Million
Communication Services: $74.2 Million
Other: $74.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
