Fund HoldingsSmith Thornton Advisors LLC

Total Portfolio Value
$196.59M
Total Bought
$9.76M
Total Sold
$6.41M
Net Transaction
+$3.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR UTIL ETF
017,196+17,19607340.37%+734
ALPHABET INC(GOOG)19,84717,409-2,4384,8255,4492.77%+624
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
226,318230,690+4,3729,51210,0675.12%+555
ISHARES GOLD TR(IAU)60,10060,714+6144,3734,9282.51%+555
PIMCO ETF TR
ENHAN SHRT MA AC
42,83747,495+4,6584,3134,7662.42%+452
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
116,039124,488+8,4495,9176,3293.22%+412
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,770+2,77003990.20%+399
SELECT SECTOR SPDR TR
ST STR FINL ETF
07,008+7,00803840.20%+384
SPDR INDEX SHS FDS
ST STR PO EX ETF
111,704115,654+3,9504,7805,1362.61%+356
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
240,290256,397+16,1075,4595,8052.95%+345
VICTORY PORTFOLIOS II
CORE BD ETF
129,499136,890+7,3916,1546,4823.30%+329
CAPITAL GROUP CORE BALANCED
SHS
29,62037,508+7,8881,0281,3250.67%+297
ELI LILLY & CO(LLY)0900+90009680.49%+968
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
134,965140,883+5,9184,6124,8822.48%+270
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
193,183196,640+3,4578,4858,7454.45%+260
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
08,975+8,97502480.13%+248
APPLE INC(AAPL)13,90113,853-483,5403,7661.92%+226
PACER FDS TR
US CASH COWS 100
43,76845,445+1,6772,5152,7341.39%+219
TESLA INC(TSLA)3,0103,459+4491,3391,5560.79%+217
ISHARES INC
MSCI EMRG CHN
32,40433,006+6022,1882,3991.22%+211
BRISTOL-MYERS SQUIBB CO(BMY)03,829+3,82902070.11%+207
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
121,486126,088+4,6023,4493,6361.85%+187
CAPITAL GRP FIXED INCM ETF T
CORE BOND ETF
213,895220,793+6,8985,6855,8552.98%+170
VANECK ETF TRUST
IG FLOA RATE ETF
122,414129,435+7,0213,1303,2981.68%+168
META PLATFORMS INC(META)05,343+5,34303,5271.79%+3,527
COCA COLA CO(KO)022,214+22,21401,5530.79%+1,553
ISHARES TR7,8167,865+495,2315,3872.74%+156
WALMART INC(WMT)20,50120,348-1532,1132,2671.15%+154
EXXON MOBIL CORP16,10216,239+1371,8151,9540.99%+139
ISHARES TR50,65552,214+1,5594,8915,0272.56%+136
ISHARES TR
CORE DIV GRWTH
69,48570,051+5664,7314,8632.47%+132
V F CORP(VFC)32,22332,224+14655830.30%+118
SCHWAB STRATEGIC TR104,996106,844+1,8482,9293,0431.55%+114
CISCO SYS INC(CSCO)011,064+11,06408520.43%+852
BANK AMERICA CORP31,40831,353-551,6201,7240.88%+104
DRAFTKINGS INC NEW(DKNG)012,751+12,75104390.22%+439
MERCK & CO INC(MRK)4,3794,435+563684670.24%+99
JOHNSON & JOHNSON(JNJ)4,1664,202+367738700.44%+97
INVESCO QQQ TR5,4375,465+283,2643,3571.71%+93
AMAZON COM INC(AMZN)05,802+5,80201,3390.68%+1,339
INTUITIVE SURGICAL INC0733+73304150.21%+415
CATERPILLAR INC(CAT)89689604285130.26%+86
FEDEX CORP(FDX)01,604+1,60404630.24%+463
INTERNATIONAL BUSINESS MACHS(IBM)04,678+4,67801,3860.70%+1,386
AMGEN INC(AMGN)01,173+1,17303840.20%+384
WELLS FARGO CO NEW(WFC)9,5919,321-2708048690.44%+65
CITIGROUP INC(C)03,928+3,92804580.23%+458
LAM RESEARCH CORP(LRCX)1,6001,60002142740.14%+60
APPLIED MATLS INC98198102012520.13%+51
SALESFORCE INC(CRM)01,686+1,68604470.23%+447
STARBUCKS CORP(SBUX)04,796+4,79604040.21%+404
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
24,01624,033+172,3222,3631.20%+41
SPDR GOLD TR(GLD)1,0031,00303573970.20%+41
NEXTERA ENERGY INC(NEE)7,3607,388+285565930.30%+37
JPMORGAN CHASE & CO.(JPM)5,0365,034-21,5881,6220.83%+34
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
59,21060,210+1,0001,6161,6490.84%+33
BROADCOM INC(AVGO)2,3132,297-167637950.40%+32
QUALCOMM INC(QCOM)3,4083,488+805675970.30%+30
SPDR S&P 500 ETF TR(SPY)1,8751,87501,2491,2790.65%+30
CAPITAL ONE FINL CORP(COF)0969+96902350.12%+235
ASML HOLDING N V
N Y REGISTRY SHS
264263-12562810.14%+26
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
58,89059,890+1,0001,5521,5780.80%+25
SCHWAB CHARLES CORP(SCHW)4,8484,871+234634870.25%+24
SHOPIFY INC(SHOP)1,9431,937-62893120.16%+23
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,9674,968+14925140.26%+22
VANGUARD INDEX FDS2,5462,517-291,5591,5780.80%+19
UPEXI INC011,000+11,0000180.01%+18
ISHARES TR21,56821,605+371,4081,4260.73%+18
ISHARES TR
CORE MSCI EAFE
7,2307,224-66316460.33%+15
ISHARES TR3,2253,22505705840.30%+14
SPDR DOW JONES INDL AVERAGE(DIA)77977903613740.19%+13
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
18,38818,389+17277400.38%+13
PROASSURANCE CORP66,75166,708-431,6011,6120.82%+10
ISHARES INC
CORE MSCI EMKT
7,4347,43404905000.25%+10
PEPSICO INC(PEP)03,238+3,23804650.24%+465
VANGUARD INDEX FDS2,6022,60205435510.28%+8
VANGUARD INDEX FDS88188104234300.22%+7
NVIDIA CORPORATION(NVDA)8,5528,591+391,5961,6020.82%+7
LOCKHEED MARTIN CORP(LMT)9731,017+444854920.25%+7
VANGUARD INDEX FDS2,2982,29804014080.21%+6
CHEVRON CORP NEW(CVX)2,0902,170+803243310.17%+6
VANGUARD INDEX FDS1,2761,27602382440.12%+6
DEERE & CO(DE)0600+60002790.14%+279
VANGUARD INDEX FDS1,2761,27603243290.17%+5
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,4412,44104634680.24%+5
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,7424,802+602712750.14%+4
ISHARES TR6,0956,09506496530.33%+4
VANGUARD ADMIRAL FDS INC2,0002,00002212240.11%+3
MCDONALDS CORP(MCD)1,3721,37204174190.21%+2
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
67,27167,272+11,7481,7500.89%+2
VANGUARD INTL EQUITY INDEX F2,5002,50003563580.18%+2
PIMCO ETF TR
INTER MUN BD ACT
22,63322,596-371,1831,1840.60%+1
VICTORY PORTFOLIOS II
VCSHS US 500 VOL
9,8999,89909019010.46%0
PIMCO ETF TR
MUNI INCOME OPP
5,5555,55502522520.13%0
VANGUARD BD INDEX FDS02,728+2,72802150.11%+215
ISHARES TR03,988+3,98803300.17%+330
ISHARES TR
FLTG RATE NT ETF
06,980+6,98003550.18%+355
UNITED CMNTY BKS BLAIRSVLE G(UCB)013,652+13,65204260.22%+426
BERKSHIRE HATHAWAY INC DEL3,1053,101-41,5611,5590.79%-2
ISHARES TR3,2753,27504654620.24%-3
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