Fund HoldingsSMITH SHELLNUT WILSON LLC /ADV

Total Portfolio Value
$218.20M
Total Bought
$9.64M
Total Sold
$6.82M
Net Transaction
+$2.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR097,919+97,919011,9475.48%+11,947
COLUMBIA RESEARCH ENHANCED COR018,764+18,76406230.29%+623
JOHNSON & JOHNSON(JNJ)022,277+22,27703,6941.69%+3,694
INVESCO S&P 500 MOMENTUM ETF03,886+3,88603600.16%+360
CORCEPT THERAPEUTICS INC(CORT)4,8194,81902435500.25%+308
ISHARES CORE MSCI EAFE056,195+56,19504,2511.95%+4,251
PHILIP MORRIS INTL INC(PM)5,7396,130+3916919730.45%+282
VANGUARD INDEX FDS29,91031,878+1,96816,11616,3837.51%+267
COCA COLA CO(KO)024,736+24,73601,7720.81%+1,772
ISHARES TR106,688106,689+110,33810,5544.84%+216
BRISTOL-MYERS SQUIBB CO(BMY)03,524+3,52402150.10%+215
LANTHEUS HLDGS INC(LNTH)02,146+2,14602090.10%+209
AFLAC INC(AFL)020,417+20,41702,2701.04%+2,270
CINTAS CORP(CTAS)05,912+5,91201,2150.56%+1,215
ABBVIE INC(ABBV)04,574+4,57409580.44%+958
PROSHARES S&P500 ARISTOCRATS0102,286+102,286010,4524.79%+10,452
INVESCO NASDAQ 100 ETF16,29718,487+2,1903,4303,5681.64%+139
EXXON MOBIL CORP011,248+11,24801,3380.61%+1,338
MCDONALDS CORP(MCD)05,267+5,26701,6450.75%+1,645
FIDELITY COVINGTON TR ENHANCED INTL055,041+55,04101,6380.75%+1,638
ABBOTT LABS5,4545,556+1026177370.34%+120
INTERNATIONAL BUSINESS MACHS(IBM)2,7252,842+1175997070.32%+108
VISA INC CL A(V)1,7121,831+1195416420.29%+101
CARDINAL HEALTH INC OHIO(CAH)4,3084,399+915106060.28%+97
LINDE PLC(LIN)01,418+1,41806600.30%+660
BROWN & BROWN INC(BRO)3,7393,73903814650.21%+84
WELLS FARGO CO NEW(WFC)30,38730,891+5042,1342,2181.02%+83
COSTCO WHSL CORP NEW COM1,2711,312+411,1651,2410.57%+76
FIDELITY COVINGTON TRUST31,88932,560+6712,1902,2641.04%+73
CHEVRON CORP NEW(CVX)3,3533,328-254865570.26%+71
ALTRIA GROUP INC(MO)7,1907,359+1693764420.20%+66
MONDELEZ INTL INC(MDLZ)05,290+5,29003590.16%+359
AMGEN INC(AMGN)01,144+1,14403560.16%+356
INNOVATOR S&P 500 POWER BUFFER8,50010,000+1,5003423990.18%+58
AUTOMATIC DATA PROCESSING IN3,1693,224+559289850.45%+57
ROPER TECHNOLOGIES INC(ROP)76776703994520.21%+53
AMERISOURCEBERGEN CORP COM1,0001,00002252780.13%+53
HENRY JACK & ASSOC INC(JKHY)7,0627,06201,2381,2900.59%+52
3M CO03,182+3,18204670.21%+467
BERKLEY W R CORP3,7093,70902172640.12%+47
STONEX GROUP INC(SNEX)2,7244,086+1,3622673120.14%+45
ATMOS ENERGY CORP(ATO)1,8871,968+812633040.14%+41
CONSOLIDATED EDISON INC(ED)2,4372,324-1132172570.12%+40
ENTERGY CORP NEW(ETR)3,7523,75202843210.15%+36
PROCTER AND GAMBLE CO(PG)7,3567,437+811,2331,2670.58%+34
SHERWIN WILLIAMS CO(SHW)01,677+1,67705860.27%+586
CHUBB LIMITED
COM
1,1711,17103243540.16%+30
S&P GLOBAL INC(SPGI)1,2411,274+336186470.30%+29
FIDELITY COVINGTON TRUST023,540+23,54001,1990.55%+1,199
NORTHROP GRUMMAN CORP(NOC)0650+65003330.15%+333
MASTERCARD INCORPORATED(MA)464492+282442700.12%+25
ECOLAB INC(ECL)1,3101,31003073320.15%+25
J P MORGAN CHASE AND CO(JPM)2,0112,047+364825020.23%+20
MCCORMICK & CO INC(MKC)3,2633,26302492690.12%+20
EXPEDITORS INTL WASH INC(EXPD)02,299+2,29902760.13%+276
CINCINNATI FINL CORP(CINF)3,3283,32804784920.23%+13
VANGUARD INDEX FDS08,529+8,52907720.35%+772
NUCOR CORP(NUE)3,0733,07303593700.17%+11
KIMBERLY-CLARK CORP(KMB)1,9351,857-782542640.12%+11
INNOVATOR U.S. EQUITY PWR BUFF8,2128,712+5003023120.14%+10
CISCO SYS INC(CSCO)3,4463,44602042130.10%+9
ISHARES TR2,9632,96302762840.13%+8
AIR PRODS & CHEMS INC1,4561,45604224290.20%+7
REAL ESTATE SELECT SECT SPDR5,2245,22402122190.10%+6
ENOVA INTERNATIONAL INC(ENVA)3,7713,77103623640.17%+3
FACTSET RESH SYS INC(FDS)456486+302192210.10%+2
NUVEEN PREFERRED & INCOME OPPU12,85512,85501011020.05%+1
HAMILTON LANE INC(HLNE)1,4751,47502182190.10%+1
QUALCOMM INC(QCOM)02,736+2,73604200.19%+420
PEPSICO INC(PEP)020,858+20,85803,1271.43%+3,127
INVESCO S&P 500 EQUAL WEIGHT E02,039+2,03903530.16%+353
INNOVATOR U.S. EQUITY POWER7,0007,00002742690.12%-5
META PLATFORMS INC(META)2,1112,136+251,2361,2310.56%-5
KADANT INC(KAI)82582502852780.13%-7
INNOVATOR S&P 500 ULTRA BUFF7,5317,53102602530.12%-7
UFP INDUSTRIALS INC(UFPI)02,069+2,06902210.10%+221
ILLINOIS TOOL WKS INC(ITW)02,153+2,15305340.24%+534
BECTON DICKINSON & CO(BDX)979917-622222100.10%-12
MEDTRONIC PLC3,1232,641-4822492370.11%-12
HANCOCK WHITNEY CORPORATION(HWC)6,1396,13903363220.15%-14
GENUINE PARTS CO(GPC)02,746+2,74603270.15%+327
SYSCO CORP(SYY)7,7777,730-475955800.27%-15
HALLIBURTON CO(HAL)8,2278,22702242090.10%-15
GE VERNOVA INC(GEV)724730+62382230.10%-15
INNOVATOR ETFS TRUST
US EQT PWR BUF
15,40015,40005655490.25%-16
CHURCH & DWIGHT CO INC(CHD)4,3593,934-4254564330.20%-23
WALMART INC(WMT)14,32114,471+1501,2941,2700.58%-23
GENERAL DYNAMICS CORP(GD)01,683+1,68304590.21%+459
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
08,520+8,52007240.33%+724
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
43,11546,247+3,1322,1542,1280.98%-26
MEDPACE HOLDINGS INC(MEDP)96396303202930.13%-27
LOUISIANA PAC CORP(LPX)2,5402,54002632340.11%-29
MERCK & CO INC(MRK)03,039+3,03902730.13%+273
ISHARES TR021,476+21,47602,8841.32%+2,884
ASML HOLDING N V
N Y REGISTRY SHS
0709+70904700.22%+470
DOVER CORP(DOV)3,1283,12805875500.25%-37
COLGATE PALMOLIVE CO(CL)02,902+2,90202720.12%+272
GRAINGER W W INC(GWW)1,0301,053+231,0861,0400.48%-45
FIRST BANCSHARES INC MISS38,78138,78101,3571,3110.60%-46
COMMERCE BANCSHARES INC(CBSH)6,2545,472-7823903410.16%-49
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