Fund HoldingsSMITH SHELLNUT WILSON LLC /ADV

Total Portfolio Value
$260.31M
Total Bought
$76.45M
Total Sold
$52.14M
Net Transaction
+$24.31M
Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
PROSHARES TR
S&P 500 DV ARIST
092,799+92,79909,5653.67%+9,565
ISHARES TR
CORE MSCI EAFE
059,043+59,04305,1551.98%+5,155
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
020,537+20,53705,0751.95%+5,075
ORACLE CORP(ORCL)65,32566,569+1,24414,28218,7227.19%+4,440
NVIDIA CORPORATION(NVDA)019,131+19,13103,5691.37%+3,569
VANGUARD INDEX FDS32,70135,485+2,78418,57521,7308.35%+3,155
ALPHABET INC(GOOG)010,130+10,13002,4670.95%+2,467
APPLE INC(AAPL)034,809+34,80908,8633.40%+8,863
ISHARES TR0120,975+120,97507,8953.03%+7,895
META PLATFORMS INC(META)02,645+2,64501,9420.75%+1,942
BROADCOM INC(AVGO)05,537+5,53701,8270.70%+1,827
BUSINESS FIRST BANCSHARES IN(BFST)071,136+71,13601,6800.65%+1,680
ISHARES TR23,09434,618+11,5242,5244,1141.58%+1,590
ISHARES TR30,69630,753+5719,05920,5837.91%+1,524
FIDELITY COVINGTON TRUST15,44920,284+4,8353,0474,5061.73%+1,460
SPDR GOLD TR(GLD)04,106+4,10601,4600.56%+1,460
COSTCO WHSL CORP NEW(COST)01,445+1,44501,3380.51%+1,338
COLUMBIA ETF TR I
RESH ENHNC COR
032,821+32,82101,3240.51%+1,324
VIVAKOR INC03,009,552+3,009,55201,2640.49%+1,264
KKR & CO INC(KKR)08,364+8,36401,0870.42%+1,087
MICROSOFT CORP(MSFT)11,28312,803+1,5205,6126,6312.55%+1,019
FIDELITY COVINGTON TRUST
ENHANCED INTL
028,624+28,62401,0100.39%+1,010
JPMORGAN CHASE & CO.(JPM)03,002+3,00209470.36%+947
ISHARES TR97,92097,258-66213,22314,1665.44%+943
JOHNSON & JOHNSON(JNJ)023,172+23,17204,2971.65%+4,297
ALPHABET INC(GOOG)2,6805,246+2,5664721,2750.49%+803
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
8,5208,52001,2302,0110.77%+782
SPDR S&P 500 ETF TR(SPY)01,068+1,06807110.27%+711
GE VERNOVA INC(GEV)01,034+1,03406360.24%+636
VISA INC(V)01,782+1,78206080.23%+608
TESLA INC(TSLA)01,335+1,33505940.23%+594
S&P GLOBAL INC(SPGI)01,160+1,16005650.22%+565
FIDELITY COVINGTON TRUST07,785+7,78505530.21%+553
ALTRIA GROUP INC(MO)08,244+8,24405450.21%+545
STERLING INFRASTRUCTURE INC(STRL)4,9074,90701,1321,6670.64%+535
LINDE PLC(LIN)01,122+1,12205330.20%+533
MEDPACE HLDGS INC(MEDP)0963+96304950.19%+495
ADOBE INC(ADBE)01,369+1,36904830.19%+483
3M CO(MMM)02,914+2,91404520.17%+452
AMAZON COM INC(AMZN)7,7179,733+2,0161,6932,1370.82%+444
INVESCO EXCH TRADED FD TR II8,13811,189+3,0519151,3550.52%+439
ENOVA INTL INC(ENVA)03,771+3,77104340.17%+434
PENTAIR PLC(PNR)03,833+3,83304250.16%+425
CARDINAL HEALTH INC(CAH)02,649+2,64904160.16%+416
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46,47648,725+2,2492,4212,8031.08%+381
NETFLIX INC(NFLX)0311+31103730.14%+373
HP INC(HPQ)013,424+13,42403660.14%+366
GOLDMAN SACHS GROUP INC(GS)0443+44303530.14%+353
FIDELITY COVINGTON TRUST03,400+3,40003500.13%+350
ABBVIE INC(ABBV)04,427+4,42701,0250.39%+1,025
HEWLETT PACKARD ENTERPRISE C(HPE)012,924+12,92403170.12%+317
LOWES COS INC(LOW)012,973+12,97303,2601.25%+3,260
INNOVATOR ETFS TRUST
US EQTY PWR BUF
07,000+7,00003010.12%+301
PROCURE ETF TRUST II
SPACE ETF
07,400+7,40002640.10%+264
J P MORGAN EXCHANGE TRADED F
EQUITY FOCUS ETF
03,442+3,44202550.10%+255
INNOVATOR ETFS TRUST
US EQT ULTRA BF
06,531+6,53102490.10%+249
ISHARES TR106,690108,042+1,35210,58410,8314.16%+248
MEDTRONIC PLC(MDT)02,594+2,59402470.09%+247
KADANT INC(KAI)0825+82502460.09%+246
INTEL CORP(INTC)07,260+7,26002440.09%+244
BANK AMERICA CORP56,06656,128+622,6532,8961.11%+243
SCHWAB STRATEGIC TR07,591+7,59102420.09%+242
T-MOBILE US INC(TMUS)01,003+1,00302400.09%+240
COMCAST CORP NEW(CCZ)07,406+7,40602330.09%+233
PENNYMAC FINL SVCS INC NEW(PFSI)01,850+1,85002290.09%+229
EATON CORP PLC(ETN)0592+59202220.09%+222
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
03,639+3,63902200.08%+220
FIDELITY COVINGTON TRUST08,805+8,80502180.08%+218
ONTO INNOVATION INC(ONTO)01,667+1,66702150.08%+215
OFG BANCORP(OFG)04,872+4,87202120.08%+212
TRUSTMARK CORP(TRMK)05,165+5,16502050.08%+205
HALLIBURTON CO(HAL)08,227+8,22702020.08%+202
LUMENTUM HLDGS INC(LITE)01,230+1,23002000.08%+200
WALMART INC(WMT)12,63913,790+1,1511,2361,4210.55%+185
MASTERCARD INCORPORATED(MA)484802+3182724560.18%+184
ISHARES TR85,11087,719+2,6092,6112,7741.07%+162
ISHARES TR017,677+17,67702,5120.96%+2,512
MCDONALDS CORP(MCD)05,426+5,42601,6490.63%+1,649
PEPSICO INC(PEP)020,472+20,47202,8751.10%+2,875
REGIONS FINANCIAL CORP NEW(RF)43,24843,24801,0171,1400.44%+123
ASML HOLDING N V
N Y REGISTRY SHS
70970905686860.26%+118
ALLIANCEBERNSTEIN GLOBAL HIG
COM
010,522+10,52201180.05%+118
AFLAC INC(AFL)018,853+18,85302,1060.81%+2,106
WELLS FARGO CO NEW(WFC)30,89130,922+312,4752,5921.00%+117
CATERPILLAR INC(CAT)1,2161,234+184725890.23%+117
NUVEEN PFD & INCOME OPPORTUN(JPC)012,855+12,85501050.04%+105
ISHARES TR023,028+23,02802,2080.85%+2,208
MONDELEZ INTL INC(MDLZ)5,2906,949+1,6593574340.17%+77
CHEVRON CORP NEW(CVX)02,805+2,80504360.17%+436
NORTHROP GRUMMAN CORP(NOC)65065003253960.15%+71
GENERAL DYNAMICS CORP(GD)01,241+1,24104230.16%+423
ISHARES TR02,550+2,55006170.24%+617
MERCK & CO INC(MRK)3,0393,517+4782412950.11%+55
CORCEPT THERAPEUTICS INC(CORT)04,819+4,81904010.15%+401
QUALCOMM INC(QCOM)2,7362,896+1604364820.19%+46
STONEX GROUP INC(SNEX)4,0864,146+603724180.16%+46
FEDEX CORP(FDX)04,318+4,31801,0180.39%+1,018
RENASANT CORP44,39944,39901,5951,6380.63%+43
ENTERGY CORP NEW(ETR)3,7523,75203123500.13%+38
ATMOS ENERGY CORP(ATO)1,9681,96803033360.13%+33
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