Fund HoldingsSmith Thornton Advisors LLC

Total Portfolio Value
$160.66M
Total Bought
$33.06M
Total Sold
$27.68M
Net Transaction
+$5.38M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
24,941219,415+194,4745544,9263.07%+4,372
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0125,737+125,73703,5622.22%+3,562
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
76,139140,450+64,3113,8227,1144.43%+3,292
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
74,535174,260+99,7252,7705,9683.71%+3,198
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
119,059203,350+84,2914,1987,2474.51%+3,049
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
0113,115+113,11502,7021.68%+2,702
ISHARES TR047,048+47,04804,0022.49%+4,002
ISHARES TR7,03020,793+13,7637422,1961.37%+1,454
VANECK ETF TRUST
IG FLOA RATE ETF
70,924118,361+47,4371,8053,0241.88%+1,219
SCHWAB STRATEGIC TR52,79099,858+47,0681,3652,3401.46%+975
ISHARES GOLD TR(IAU)057,503+57,50303,3902.11%+3,390
SPDR INDEX SHS FDS
ST STR PO EX ETF
0101,677+101,67703,7022.30%+3,702
PROASSURANCE CORP67,17667,17601,0691,5690.98%+500
ISHARES TR
CORE DIV GRWTH
067,116+67,11604,1462.58%+4,146
GLOBE LIFE INC022,220+22,22002,9271.82%+2,927
AT&T INC(T)67,55769,149+1,5921,5381,9561.22%+417
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
184,461192,708+8,2474,7575,0643.15%+307
BERKSHIRE HATHAWAY INC DEL2,9883,026+381,3541,6121.00%+257
EXXON MOBIL CORP016,296+16,29601,9381.21%+1,938
UBER TECHNOLOGIES INC(UBER)5,8877,925+2,0383555770.36%+222
INTERNATIONAL BUSINESS MACHS(IBM)4,5574,789+2321,0021,1910.74%+189
SOUTHERN CO(SO)017,892+17,89201,6451.02%+1,645
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
49,01054,490+5,4801,2731,4170.88%+144
COCA COLA CO(KO)021,899+21,89901,5680.98%+1,568
DUKE ENERGY CORP NEW(DUK)6,7326,73207258210.51%+96
JOHNSON & JOHNSON(JNJ)03,944+3,94406540.41%+654
AMGEN INC(AMGN)1,1851,247+623093890.24%+80
ABBOTT LABS3,8863,88604405150.32%+76
ELI LILLY & CO(LLY)794831+376136860.43%+73
RTX CORPORATION(RTX)2,8322,929+973283880.24%+60
NORTHROP GRUMMAN CORP(NOC)1,1311,151+205315890.37%+59
CHEVRON CORP NEW(CVX)02,060+2,06003450.21%+345
CAPITAL GROUP CORE BALANCED
SHS
11,64313,342+1,6993644130.26%+49
GILEAD SCIENCES INC(GILD)2,6922,658-342492980.19%+49
SPDR GOLD TR(GLD)9971,000+32412880.18%+47
META PLATFORMS INC(META)4,1124,254+1422,4082,4521.53%+44
PALANTIR TECHNOLOGIES INC(PLTR)4,3504,35003293670.23%+38
ISHARES TR
CORE MSCI EAFE
6,9706,97004905270.33%+37
SCHWAB CHARLES CORP(SCHW)4,3564,545+1893223560.22%+33
JPMORGAN CHASE & CO.(JPM)4,8754,897+221,1691,2010.75%+33
HUMANA INC(HUM)02,904+2,90407680.48%+768
MCDONALDS CORP(MCD)01,367+1,36704270.27%+427
DEERE & CO(DE)60060002542820.18%+27
CISCO SYS INC(CSCO)10,68210,691+96326600.41%+27
XYLEM INC(XYL)3,7563,871+1154364620.29%+27
PARAMOUNT GLOBAL051,768+51,76806190.39%+619
QUALCOMM INC(QCOM)3,1973,357+1604915160.32%+25
COSTCO WHSL CORP NEW(COST)294310+162692930.18%+24
PEPSICO INC(PEP)02,030+2,03003040.19%+304
ISHARES TR04,825+4,82505360.33%+536
PROCTER AND GAMBLE CO(PG)05,544+5,54409450.59%+945
BRISTOL-MYERS SQUIBB CO(BMY)3,8813,920+392202390.15%+20
OCCIDENTAL PETE CORP(OXY)6,4226,808+3863173360.21%+19
INVESCO EXCH TRADED FD TR II3,6123,61202532700.17%+17
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
51,26551,538+2731,3141,3300.83%+16
WELLS FARGO CO NEW(WFC)9,5919,59106746890.43%+15
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,3287,32803543650.23%+11
ISHARES TR3,4333,418-154514590.29%+8
NEXTERA ENERGY INC(NEE)05,507+5,50703900.24%+390
KRAFT HEINZ CO(KHC)012,468+12,46803790.24%+379
VANGUARD INDEX FDS1,2761,27602162200.14%+4
LANCASTER COLONY CORP(MZTI)2,0502,049-13553590.22%+4
CITIGROUP INC(C)4,9284,92803473500.22%+3
VANGUARD INTL EQUITY INDEX F02,500+2,50002890.18%+289
VANGUARD BD INDEX FDS2,7282,72802112140.13%+3
ISHARES INC
CORE MSCI EMKT
07,434+7,43404010.25%+401
ISHARES TR
FLTG RATE NT ETF
8,9958,99504584590.29%+2
BLACKSTONE INC(BX)1,2381,538+3002132150.13%+2
LAM RESEARCH CORP(LRCX)3,2003,20002312330.14%+2
VANGUARD INDEX FDS2,2982,29803723690.23%-3
MGE ENERGY INC(MGEE)2,8352,83502662640.16%-3
SPDR DOW JONES INDL AVERAGE(DIA)77977903313270.20%-4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,4412,44104284230.26%-5
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
049,210+49,21001,3200.82%+1,320
TRUIST FINL CORP(TFC)5,6025,609+72432310.14%-12
GENERAL MLS INC(GIS)3,8203,82002442280.14%-15
BRC INC18,52120,575+2,05459430.03%-16
LOCKHEED MARTIN CORP(LMT)0837+83703740.23%+374
GILDAN ACTIVEWEAR INC(GIL)8,1788,17803853620.23%-23
VANGUARD INDEX FDS1,2761,27603072830.18%-24
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,0714,676-3952922670.17%-25
DRAFTKINGS INC NEW(DKNG)10,11510,590+4753763520.22%-25
NIKE INC(NKE)3,0533,198+1452312030.13%-28
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
18,38218,387+56436140.38%-29
CATERPILLAR INC(CAT)89689603252960.18%-30
APPLIED MATLS INC01,719+1,71902490.16%+249
VANGUARD INDEX FDS2,6022,60205164850.30%-31
WALMART INC(WMT)18,44818,628+1801,6671,6351.02%-31
VANGUARD INDEX FDS88188103623270.20%-35
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3851,38503222860.18%-36
LAMB WESTON HLDGS INC(LW)4,0254,300+2752692290.14%-40
ISHARES TR3,2253,22505294870.30%-43
SNAP INC(SNAP)20,51420,256-2582211760.11%-45
SPDR S&P 500 ETF TR(SPY)1,8751,873-21,0991,0480.65%-51
HOME DEPOT INC(HD)2,5242,516-89829220.57%-60
FEDEX CORP(FDX)1,6241,62404573960.25%-61
UNITED CMNTY BKS BLAIRSVLE G(UCB)16,85716,85705454740.30%-70
SALESFORCE INC(CRM)1,4621,555+934894170.26%-71
BANK AMERICA CORP31,52031,380-1401,3851,3100.82%-76
ISHARES TR021,823+21,82301,2730.79%+1,273
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