Fund HoldingsSmith Thornton Advisors LLC

Total Portfolio Value
$173.96M
Total Bought
$18.27M
Total Sold
$6.08M
Net Transaction
+$12.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR07,706+7,70604,7852.75%+4,785
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
174,260184,452+10,1925,9687,4984.31%+1,530
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
203,350218,694+15,3447,2478,6364.96%+1,389
META PLATFORMS INC(META)4,2544,665+4112,4523,4431.98%+991
MICROSOFT CORP(MSFT)06,760+6,76003,3631.93%+3,363
ALPHABET INC(GOOG)019,829+19,82903,4952.01%+3,495
BROADCOM INC(AVGO)02,282+2,28206290.36%+629
SPDR INDEX SHS FDS
ST STR PO EX ETF
101,677104,261+2,5843,7024,2222.43%+519
INVESCO QQQ TR05,165+5,16502,8491.64%+2,849
NVIDIA CORPORATION(NVDA)08,206+8,20601,2970.75%+1,297
ISHARES TR47,04848,062+1,0144,0024,4202.54%+418
TESLA INC(TSLA)02,388+2,38807590.44%+759
INTUITIVE SURGICAL INC0756+75604110.24%+411
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
125,737123,809-1,9283,5623,9582.28%+396
STARBUCKS CORP(SBUX)04,109+4,10903760.22%+376
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
113,115113,644+5292,7023,0551.76%+352
AMAZON COM INC(AMZN)05,756+5,75601,2630.73%+1,263
WALMART INC(WMT)18,62819,670+1,0421,6351,9231.11%+288
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
023,850+23,85001,9411.12%+1,941
DISNEY WALT CO(DIS)09,588+9,58801,1890.68%+1,189
CAPITAL GROUP CORE BALANCED
SHS
13,34220,073+6,7314136710.39%+258
ISHARES INC
MSCI EMRG CHN
030,031+30,03101,8961.09%+1,896
SCHWAB STRATEGIC TR99,858101,946+2,0882,3402,5791.48%+240
ISHARES GOLD TR(IAU)57,50358,155+6523,3903,6272.08%+236
SHOPIFY INC(SHOP)02,006+2,00602310.13%+231
INTERNATIONAL BUSINESS MACHS(IBM)4,7894,805+161,1911,4160.81%+225
JPMORGAN CHASE & CO.(JPM)4,8974,910+131,2011,4230.82%+222
ASML HOLDING N V
N Y REGISTRY SHS
0270+27002160.12%+216
VANGUARD ADMIRAL FDS INC02,000+2,00002100.12%+210
PHILIP MORRIS INTL INC(PM)01,144+1,14402080.12%+208
MICROSTRATEGY INC(MSTR)0515+51502080.12%+208
ISHARES TR
CORE DIV GRWTH
67,11668,095+9794,1464,3542.50%+208
REGIONS FINANCIAL CORP NEW(RF)0115,750+115,75002,7221.57%+2,722
CAPITAL ONE FINL CORP(COF)0969+96902060.12%+206
BANK AMERICA CORP31,38031,381+11,3101,4850.85%+175
PIMCO ETF TR
ENHAN SHRT MA AC
039,227+39,22703,9442.27%+3,944
APPLE INC(AAPL)013,509+13,50902,7721.59%+2,772
PEPSICO INC(PEP)2,0303,410+1,3803044500.26%+146
VANGUARD INDEX FDS02,457+2,45701,3960.80%+1,396
UBER TECHNOLOGIES INC(UBER)7,9257,605-3205777100.41%+132
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
54,49058,890+4,4001,4171,5360.88%+119
DRAFTKINGS INC NEW(DKNG)10,59010,809+2193524640.27%+112
SPDR S&P 500 ETF TR(SPY)1,8731,875+21,0481,1590.67%+111
PIMCO ETF TR
INTER MUN BD ACT
017,710+17,71009100.52%+910
LAMB WESTON HLDGS INC(LW)4,3006,450+2,1502293340.19%+105
PALANTIR TECHNOLOGIES INC(PLTR)4,3503,350-1,0003674570.26%+90
HOME DEPOT INC(HD)2,5162,749+2339221,0080.58%+86
VICTORY PORTFOLIOS II
CORE BD ETF
0122,753+122,75305,7783.32%+5,778
CISCO SYS INC(CSCO)10,69110,69106607420.43%+82
WELLS FARGO CO NEW(WFC)9,5919,59106897680.44%+80
CITIGROUP INC(C)4,9284,92803504190.24%+70
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
18,38718,388+16146790.39%+65
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3851,38502863510.20%+65
ISHARES TR21,82321,568-2551,2731,3380.77%+64
SCHWAB CHARLES CORP(SCHW)4,5454,581+363564180.24%+62
VANGUARD INDEX FDS88188103273860.22%+60
ISHARES TR
CORE MSCI EAFE
6,9706,97005275820.33%+55
CATERPILLAR INC(CAT)89689602963480.20%+52
SALESFORCE INC(CRM)1,5551,714+1594174670.27%+50
PARAMOUNT GLOBAL51,76851,773+56196680.38%+49
VANGUARD INTL EQUITY INDEX F2,5002,50002893360.19%+47
XYLEM INC(XYL)3,8713,933+624625090.29%+46
ISHARES INC
CORE MSCI EMKT
7,4347,43404014460.26%+45
AT&T INC(T)69,14969,099-501,9562,0001.15%+44
RTX CORPORATION(RTX)2,9292,938+93884290.25%+41
PACER FDS TR
US CASH COWS 100
041,460+41,46002,2841.31%+2,284
LOCKHEED MARTIN CORP(LMT)837883+463744090.24%+35
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
219,415220,283+8684,9264,9562.85%+30
VANECK ETF TRUST
MRNGSTR WDE MOAT
04,967+4,96704660.27%+466
UNITED CMNTY BKS BLAIRSVLE G(UCB)16,85716,85704745020.29%+28
QUALCOMM INC(QCOM)3,3573,390+335165400.31%+24
DEERE & CO(DE)60060002823050.18%+23
VANGUARD INDEX FDS2,6022,60204855070.29%+23
ISHARES TR3,2253,22504875090.29%+22
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,4412,44104234440.26%+21
VANGUARD INDEX FDS1,2761,27602833020.17%+19
SELECT SECTOR SPDR TR
ST STR UTIL ETF
08,598+8,59807020.40%+702
COSTCO WHSL CORP NEW(COST)310315+52933120.18%+19
SPDR GOLD TR(GLD)1,0001,001+12883050.18%+17
SPDR DOW JONES INDL AVERAGE(DIA)77977903273430.20%+16
ELI LILLY & CO(LLY)831901+706867030.40%+16
ABBOTT LABS3,8863,88605155290.30%+13
TRUIST FINL CORP(TFC)5,6095,669+602312440.14%+13
VANGUARD INDEX FDS2,2982,29803693780.22%+9
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
51,53851,540+21,3301,3370.77%+6
VANGUARD INDEX FDS1,2761,27602202260.13%+5
SNAP INC(SNAP)20,25620,795+5391761810.10%+4
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
192,708192,687-215,0645,0682.91%+3
NIKE INC(NKE)3,1982,884-3142032050.12%+2
VANGUARD BD INDEX FDS2,7282,72802142150.12%+1
NEXTERA ENERGY INC(NEE)5,5075,616+1093903900.22%-0
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,3286,958-3703653640.21%-1
ISHARES TR09,886+9,88609810.56%+981
ISHARES TR03,988+3,98803300.19%+330
NORTHROP GRUMMAN CORP(NOC)1,1511,166+155895830.34%-6
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
49,21049,21001,3201,3130.76%-6
INVESCO EXCH TRADED FD TR II3,6123,61202702630.15%-7
MGE ENERGY INC(MGEE)2,8352,83502642510.14%-13
BRC INC20,57521,328+75343280.02%-15
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,6764,413-2632672510.14%-16
Page 1 of 1