Smith Shellnut Wilson LLC Incresed Positions in Q4 2024

Smith Shellnut Wilson LLC

  • $223 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.16K
+ 15.81%
$570.51 - $610.59 $2.37M - $2.54M
30.5K $17.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
36.9K
+ 588.19%
$46.94 - $51.62 $1.73M - $1.9M
43.1K $2.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.93K
+ 6.91%
$521.84 - $558.82 $1.01M - $1.08M
29.9K $16.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
+ 4.71%
$481.22 - $538.17 $559K - $625K
25.8K $13.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.56K
+ 18.61%
$198.04 - $221.51 $506K - $566K
16.3K $3.43M
AAPL
Apple Inc.

Technology
149
+ 0.47%
$221.69 - $259.02 $33K - $38.6K
32.1K $8.05M
WFC
Wells Fargo & Company

Financial Services
31
+ 0.1%
$54.98 - $77.35 $1.7K - $2.4K
30.4K $2.13M
NVDA
Nvidia Corp

Technology
1.28K
+ 9.94%
$117.0 - $148.88 $149K - $190K
14.1K $1.89M
AVGO
Broadcom Inc.

Technology
183
+ 4.16%
$159.67 - $250.0 $29.2K - $45.8K
4.59K $1.06M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.25%
$163.08 - $198.16 $4.08K - $4.95K
10.1K $1.92M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
448
+ 3.12%
$170.03 - $192.78 $76.2K - $86.4K
14.8K $2.73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.29K
+ 11.72%
$113.92 - $127.38 $261K - $291K
21.8K $2.51M
WMT
Walmart Inc.

Consumer Defensive
521
+ 3.78%
$79.1 - $95.7 $41.2K - $49.9K
14.3K $1.29M
KKR
Kkr & Co. Inc.

Financial Services
70
+ 0.82%
$129.87 - $162.87 $9.09K - $11.4K
8.58K $1.27M
ADP
Automatic Data Processing Inc

Industrials
205
+ 6.92%
$280.08 - $307.97 $57.4K - $63.1K
3.17K $927K
EMR
Emerson Electric CO

Industrials
412
+ 11.51%
$108.13 - $134.33 $44.5K - $55.3K
3.99K $494K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.57K
+ 5.51%
$96.64 - $101.23 $538K - $564K
107K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 9.77%
$205.18 - $250.29 $36.7K - $44.8K
2.01K $482K
GWW
W.W. Grainger, Inc.

Industrials
71
+ 7.4%
$1023.06 - $1220.93 $72.6K - $86.7K
1.03K $1.09M
V
Visa Inc.

Financial Services
64
+ 3.88%
$273.87 - $320.91 $17.5K - $20.5K
1.71K $541K
GOOGL
Alphabet Inc.

Communication Services
140
+ 5.53%
$161.86 - $196.66 $22.7K - $27.5K
2.67K $505K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 3.33%
$873.59 - $994.69 $35.8K - $40.8K
1.27K $1.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.2K
+ 1.14%
$61.68 - $67.87 $74.2K - $81.6K
107K $6.64M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
322
+ 1.38%
$121.89 - $135.52 $39.2K - $43.6K
23.6K $2.95M
ABT
Abbott Laboratories

Healthcare
641
+ 13.32%
$111.93 - $119.39 $71.7K - $76.5K
5.45K $616K
CINF
Cincinnati Financial Corp

Financial Services
268
+ 8.76%
$132.86 - $160.16 $35.6K - $42.9K
3.33K $478K
WST
West Pharmaceutical Services Inc

Healthcare
94
+ 9.93%
$285.69 - $344.0 $26.9K - $32.3K
1.04K $340K
CAH
Cardinal Health Inc

Healthcare
168
+ 4.06%
$107.89 - $125.33 $18.1K - $21.1K
4.31K $509K
SNEX
Stone X Group Inc.

Financial Services
60
+ 2.25%
$80.62 - $104.76 $4.84K - $6.29K
2.72K $266K
SPGI
S&P Global Inc.

Financial Services
136
+ 12.31%
$480.36 - $529.17 $65.3K - $72K
1.24K $618K
META
Meta Platforms, Inc.

Communication Services
10
+ 0.48%
$554.08 - $632.68 $5.54K - $6.33K
2.11K $1.25M
IBM
International Business Machines Corp

Technology
197
+ 7.79%
$204.9 - $238.04 $40.4K - $46.9K
2.73K $599K
DOV
Dover Corp

Industrials
278
+ 9.75%
$184.72 - $206.51 $51.4K - $57.4K
3.13K $586K
PNR
Pentair PLC

Industrials
294
+ 7.52%
$95.0 - $109.21 $27.9K - $32.1K
4.2K $422K
ETR
Entergy Corp

Utilities
1.88K
+ 100.0%
$73.19 - $156.4 $137K - $293K
3.75K $284K
CBSH
Commerce Bancshares Inc

Financial Services
295
+ 4.95%
$57.04 - $74.36 $16.8K - $21.9K
6.25K $389K
APD
Air Products & Chemicals, Inc.

Basic Materials
153
+ 11.74%
$285.5 - $335.62 $43.7K - $51.3K
1.46K $422K
FDX
Fedex Corp

Industrials
9
+ 0.21%
$260.5 - $305.15 $2.34K - $2.75K
4.27K $1.2M
MA
Mastercard Inc

Financial Services
34
+ 7.91%
$491.3 - $536.15 $16.7K - $18.2K
464 $244K
CVX
Chevron Corp

Energy
227
+ 7.26%
$141.15 - $162.53 $32K - $36.9K
3.35K $485K
CLX
Clorox CO

Consumer Defensive
127
+ 2.99%
$156.51 - $169.74 $19.9K - $21.6K
4.38K $710K
SYY
Sysco Corp

Consumer Defensive
408
+ 5.54%
$73.63 - $81.77 $30K - $33.4K
7.78K $594K
FDS
Factset Research Systems Inc

Financial Services
14
+ 3.17%
$449.69 - $495.72 $6.3K - $6.94K
456 $219K
PM
Philip Morris International Inc.

Consumer Defensive
83
+ 1.47%
$118.38 - $133.06 $9.83K - $11K
5.74K $690K
JKHY
Henry Jack & Associates Inc

Technology
77
+ 1.1%
$171.12 - $186.18 $13.2K - $14.3K
7.06K $1.24M
CHD
Church & Dwight CO Inc

Consumer Defensive
4
+ 0.09%
$99.11 - $112.25 $396 - $449
4.36K $456K
MKC
Mccormick & CO Inc

Consumer Defensive
245
+ 8.12%
$73.97 - $84.09 $18.1K - $20.6K
3.26K $248K
Linde PLC
20
+ 1.47%
N/A
1.38K $0
KMB
Kimberly Clark Corp

Consumer Defensive
154
+ 8.65%
$130.37 - $146.09 $20.1K - $22.5K
1.94K $253K
Activity Summary
Buys All Purchases 82 New Holdings 8 Increased Positions 74 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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