Fund HoldingsSMITH SHELLNUT WILSON LLC /ADV

Total Portfolio Value
$205.98M
Total Bought
$15.72M
Total Sold
$5.69M
Net Transaction
+$10.03M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VIVAKOR INC03,009,552+3,009,55206,0192.92%+6,019
VANGUARD INDEX FDS20,02126,402+6,3819,62413,2056.41%+3,580
FIDELITY COVINGTON TRUST045,578+45,57802,0040.97%+2,004
ISHARES TR6,05919,216+13,1576702,0501.00%+1,380
APPLE INC(AAPL)031,997+31,99706,7393.27%+6,739
ISHARES TR69,79182,542+12,7516,8358,0123.89%+1,177
FIDELITY COVINGTON TRUST9,68414,959+5,2751,5092,5661.25%+1,057
ORACLE CORP(ORCL)65,82565,325-5008,2689,2244.48%+956
INVESCO QQQ TR UNIT SER 125,16124,877-28411,17211,9195.79%+747
STERLING INFRASTRUCTURE INC(STRL)04,907+4,90705810.28%+581
INNOVATOR ETFS TRUST
US EQT PWR BUF
015,400+15,40005340.26%+534
NVIDIA CORP COM(NVDA)1,19812,830+11,6321,0821,5850.77%+503
MEDPACE HOLDINGS INC(MEDP)0963+96303970.19%+397
ONTO INNOVATION INC(ONTO)01,667+1,66703660.18%+366
ISHARES TR2,3904,060+1,6705038240.40%+321
ALPHABET INC - CL C10,06010,06001,5321,8450.90%+313
MICROSOFT CORP(MSFT)11,26111,26104,7385,0332.44%+295
TRUSTMARK CORP(TRMK)09,565+9,56502870.14%+287
ISHARES TR106,609105,885-72412,29212,5776.11%+285
HIBBETT INC03,062+3,06202670.13%+267
ATKORE INC01,973+1,97302660.13%+266
BOOT BARN HLDGS INC01,975+1,97502550.12%+255
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
05,500+5,50002520.12%+252
KADANT INC(KAI)0825+82502420.12%+242
DECKERS OUTDOOR CORP(DECK)0244+24402360.11%+236
ENOVA INTERNATIONAL INC(ENVA)03,771+3,77102350.11%+235
UFP INDUSTRIALS INC(UFPI)02,069+2,06902320.11%+232
INVESCO NASDAQ 100 ETF13,23213,432+2002,4172,6481.29%+230
AXCELIS TECHNOLOGIES INC01,540+1,54002190.11%+219
LOUISIANA PAC CORP(LPX)02,540+2,54002090.10%+209
COSTCO WHSL CORP NEW COM1,1951,199+48751,0190.49%+144
PHILIP MORRIS INTL INC(PM)06,656+6,65606740.33%+674
BROADCOM INC COM(AVGO)39539505246340.31%+111
WALMART INC(WMT)13,85313,870+178349390.46%+106
BANK AMERICA CORP56,22056,120-1002,1322,2321.08%+100
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
8,5108,51007928790.43%+87
AMAZON COM INC(AMZN)6,1556,160+51,1101,1900.58%+80
QUALCOMM INC(QCOM)2,6762,67604535330.26%+80
ALPHABET INC(GOOG)2,5302,53003824610.22%+79
EXPEDITORS INTL WASH INC(EXPD)02,652+2,65203310.16%+331
AFLAC INC(AFL)20,59220,59201,7681,8390.89%+71
ADOBE SYS INC COM01,369+1,36907610.37%+761
HP INC13,42413,42404064700.23%+64
COCA COLA CO(KO)24,95024,95001,5261,5880.77%+62
FEDEX CORP(FDX)4,3214,338+171,2521,3010.63%+49
BUSINESS FIRST BANCSHARES0121,136+121,13602,6361.28%+2,636
WELLS FARGO CO NEW(WFC)31,85631,85601,8461,8920.92%+46
HEWLETT PACKARD ENTERPRISE CO(HPE)12,92412,92402292740.13%+44
KKR & CO INC-A8,5088,50808568950.43%+40
FACEBOOK INC-A(META)2,1262,12601,0321,0720.52%+40
ASML HOLDING N V
N Y REGISTRY SHS
68268206626980.34%+36
AMGEN INC(AMGN)01,144+1,14403570.17%+357
TESLA INC01,335+1,33502640.13%+264
COLGATE PALMOLIVE CO(CL)3,5773,57703223470.17%+25
S&P GLOBAL INC(SPGI)01,114+1,11404970.24%+497
SPDR S&P 5001,0501,05005495710.28%+22
AIR PRODS & CHEMS INC01,303+1,30303360.16%+336
CINTAS CORP(CTAS)1,3491,34909279450.46%+18
KIMBERLY-CLARK CORP(KMB)1,7811,78102302460.12%+16
COMMERCE BANCSHARES INC(CBSH)5,9595,95903173320.16%+15
GENERAL DYNAMICS CORP(GD)1,8401,843+35205350.26%+15
ALTRIA GROUP INC(MO)7,2407,24003163300.16%+14
CHEVRON CORP NEW(CVX)3,0043,116+1124744870.24%+14
HANCOCK WHITNEY CORPORATION(HWC)06,139+6,13902940.14%+294
INNOVATOR S&P 500 POWER BUFFER8,5008,50003133220.16%+9
DOVER CORP(DOV)2,8642,86405075170.25%+9
ISHARES TR80,52382,544+2,0212,5952,6041.26%+9
ECOLAB INC(ECL)1,2151,21502812890.14%+9
INNOVATOR U.S. EQUITY PWR BUFF8,2128,21202812880.14%+8
UNITEDHEALTH GROUP INC COM(UNH)0536+53602730.13%+273
BROWN & BROWN INC(BRO)3,6873,68703233300.16%+7
INNOVATOR U.S. EQUITY POWER7,0007,00002562620.13%+7
INNOVATOR S&P 500 ULTRA BUFF7,5317,53102402450.12%+5
NUVEEN PREFERRED & INCOME OPPU12,85512,855092960.05%+4
J P MORGAN CHASE AND CO(JPM)1,8321,83203673710.18%+4
ENTERGY CORP NEW(ETR)1,9441,94402052080.10%+3
ROPER TECHNOLOGIES INC(ROP)74774704194210.20%+2
FIRST BANCSHARES INC MS039,781+39,78101,0340.50%+1,034
FEDERAL RLTY INVT TR NEW(FRT)02,271+2,27102290.11%+229
CHURCH & DWIGHT CO INC(CHD)4,6054,60504804770.23%-3
CONSOLIDATED EDISON INC(ED)02,512+2,51202250.11%+225
ATMOS ENERGY CORP(ATO)1,9981,99802382330.11%-4
CHUBB LIMITED
COM
1,1851,18503073020.15%-5
EXXON MOBIL CORP12,03112,103+721,3981,3930.68%-5
CISCO SYS INC(CSCO)04,336+4,33602060.10%+206
EMERSON ELEC CO(EMR)3,9403,94004474340.21%-13
PROCTER AND GAMBLE CO(PG)7,4367,236-2001,2061,1930.58%-13
AMERISOURCEBERGEN CORP COM1,0001,00002432250.11%-18
MCCORMICK & CO INC(MKC)3,0183,01802322140.10%-18
CINCINNATI FINL CORP(CINF)3,0603,06003803610.18%-19
ARCHER DANIELS MIDLAND CO08,822+8,82205330.26%+533
VANGUARD INDEX FDS08,529+8,52907140.35%+714
SMITH A O CORP(AOS)3,0983,09802772530.12%-24
MONDELEZ INTL INC(MDLZ)05,239+5,23903430.17%+343
VISA INC CL A(V)1,6211,629+84524280.21%-25
COMCAST CORP NEW(CCZ)06,295+6,29502470.12%+247
MERCK & CO INC(MRK)3,2393,23904274010.19%-26
MEDTRONIC PLC3,1673,16702762490.12%-27
NORTHROP GRUMMAN CORP(NOC)65065003112830.14%-28
AUTOMATIC DATA PROCESSING IN2,9642,96407407070.34%-33
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