Fund HoldingsSMITH SHELLNUT WILSON LLC /ADV

Total Portfolio Value
$221.23M
Total Bought
$10.05M
Total Sold
$8.80M
Net Transaction
+$1.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR82,542101,116+18,5748,01210,2404.63%+2,228
ORACLE CORP(ORCL)65,32565,32509,22411,1315.03%+1,907
VANGUARD INDEX FDS26,40227,977+1,57513,20514,7636.67%+1,558
FIDELITY COVINGTON TRUST063,829+63,82901,5370.69%+1,537
PROSHARES S&P500 ARISTOCRATS0101,893+101,893010,8784.92%+10,878
APPLE INC(AAPL)31,99731,99706,7397,4553.37%+716
ISHARES TR105,885105,368-51712,57713,2365.98%+659
LOWES COS INC(LOW)012,954+12,95403,5091.59%+3,509
AFLAC INC(AFL)20,59220,59201,8392,3021.04%+463
ISHARES TR0105,338+105,33806,5652.97%+6,565
FIDELITY COVINGTON TRUST45,57845,173-4052,0042,3411.06%+337
ISHARES CORE MSCI EAFE055,898+55,89804,3631.97%+4,363
ASTRANA HEALTH INC04,616+4,61602670.12%+267
MCDONALDS CORP(MCD)05,222+5,22201,5900.72%+1,590
HAMILTON LANE INC(HLNE)01,475+1,47502480.11%+248
LANTHEUS HLDGS INC(LNTH)02,146+2,14602360.11%+236
REAL ESTATE SELECT SECT SPDR05,254+5,25402350.11%+235
ISHARES TR19,21619,516+3002,0502,2831.03%+233
ISHARES TR023,266+23,26602,8761.30%+2,876
CORCEPT THERAPEUTICS INC(CORT)04,819+4,81902230.10%+223
OFG BANCORP04,872+4,87202190.10%+219
STONEX GROUP INC(SNEX)02,664+2,66402180.10%+218
BOISE CASCADE COMPANY(BCC)01,536+1,53602170.10%+217
KKR & CO INC-A8,5088,50808951,1110.50%+216
FIRST BANCSHARES INC MISS39,78138,781-1,0001,0341,2460.56%+213
MASTERCARD INCORPORATED(MA)0430+43002120.10%+212
PENNYMAC FINANCIAL SERVICES IN01,850+1,85002110.10%+211
INVESCO NASDAQ NEXT GEN 10006,813+6,81302070.09%+207
COCA COLA CO(KO)24,95024,95001,5881,7930.81%+205
FACTSET RESH SYS INC(FDS)0442+44202030.09%+203
JOHNSON & JOHNSON(JNJ)022,284+22,28403,6111.63%+3,611
WALMART INC(WMT)13,87013,800-709391,1140.50%+175
REGIONS FINANCIAL CORP NEW(RF)047,833+47,83301,1160.50%+1,116
CINTAS CORP(CTAS)1,3495,332+3,9839451,0980.50%+153
ISHARES TR82,54482,662+1182,6042,7471.24%+143
STERLING INFRASTRUCTURE INC(STRL)4,9074,90705817120.32%+131
META PLATFORMS INC(META)2,1262,101-251,0721,2030.54%+131
SHERWIN WILLIAMS CO(SHW)01,620+1,62006180.28%+618
INVESCO QQQ TR UNIT SER 124,87724,680-19711,91912,0465.44%+127
BROADCOM INC COM(AVGO)3954,402+4,0076347590.34%+125
FIDELITY COVINGTON TR ENHANCED INTL058,990+58,99001,7860.81%+1,786
INTERNATIONAL BUSINESS MACHS(IBM)02,528+2,52805590.25%+559
GRAINGER W W INC(GWW)0959+95909960.45%+996
VANGUARD INDEX FDS8,5298,52907148310.38%+117
AUTOMATIC DATA PROCESSING IN2,9642,96407078200.37%+113
INVESCO NASDAQ 100 ETF13,43213,740+3082,6482,7601.25%+112
3M CO03,311+3,31104530.20%+453
ABBVIE INC(ABBV)04,275+4,27508440.38%+844
PEPSICO INC(PEP)020,593+20,59303,5021.58%+3,502
ISHARES TR032,896+32,89603,0241.37%+3,024
ISHARES TR4,0604,166+1068249200.42%+96
CATERPILLAR INC(CAT)01,550+1,55006060.27%+606
AMAZON COM INC(AMZN)6,1606,866+7061,1901,2790.58%+89
NIKE INC(NKE)07,961+7,96107040.32%+704
TESLA INC1,3351,33502643490.16%+85
PENTAIR PLC(PNR)03,907+3,90703820.17%+382
CLOROX CO DEL(CLX)04,248+4,24806920.31%+692
ENOVA INTERNATIONAL INC(ENVA)3,7713,77102353160.14%+81
BOOT BARN HLDGS INC1,9751,97502553300.15%+76
S&P GLOBAL INC(SPGI)1,1141,105-94975710.26%+74
HENRY JACK & ASSOC INC(JKHY)06,985+6,98501,2330.56%+1,233
COSTCO WHSL CORP NEW COM1,1991,230+311,0191,0900.49%+71
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
8,5108,646+1368799470.43%+68
LOUISIANA PAC CORP(LPX)2,5402,54002092730.12%+64
NORTHROP GRUMMAN CORP(NOC)65065002833430.16%+60
BROWN & BROWN INC(BRO)3,6873,747+603303880.18%+59
STARBUCKS CORP(SBUX)02,914+2,91402840.13%+284
ILLINOIS TOOL WKS INC(ITW)02,207+2,20705780.26%+578
CINCINNATI FINL CORP(CINF)3,0603,06003614170.19%+55
PROCTER AND GAMBLE CO(PG)7,2367,206-301,1931,2480.56%+55
AIR PRODS & CHEMS INC1,3031,30303363880.18%+52
CARDINAL HEALTH INC OHIO(CAH)04,140+4,14004580.21%+458
SYSCO CORP(SYY)07,369+7,36905750.26%+575
ABBOTT LABS04,813+4,81305490.25%+549
ISHARES TR022,226+22,22603,0021.36%+3,002
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
5,5006,265+7652522980.13%+46
CHUBB LIMITED
COM
1,1851,205+203023480.16%+45
LINDE PLC(LIN)01,357+1,35706470.29%+647
ATMOS ENERGY CORP(ATO)1,9981,99802332770.13%+44
MONDELEZ INTL INC(MDLZ)5,2395,23903433860.17%+43
ALTRIA GROUP INC(MO)7,2407,24003303700.17%+40
UFP INDUSTRIALS INC(UFPI)2,0692,06902322710.12%+40
ENTERGY CORP NEW(ETR)1,9441,876-682082470.11%+39
KADANT INC(KAI)82582502422790.13%+36
MCCORMICK & CO INC(MKC)3,0183,01802142480.11%+34
FEDERAL RLTY INVT TR NEW(FRT)2,2712,27102292610.12%+32
SPDR S&P 5001,0501,05005716020.27%+31
MEDTRONIC PLC3,1673,103-642492790.13%+30
DOVER CORP(DOV)2,8642,850-145175460.25%+30
VISA INC CL A(V)1,6291,648+194284530.20%+26
INVESCO S&P 500 EQUAL WEIGHT E03,616+3,61606480.29%+648
SMITH A O CORP(AOS)3,0983,095-32532780.13%+25
COLGATE PALMOLIVE CO(CL)3,5773,57703473710.17%+24
GENERAL DYNAMICS CORP(GD)1,8431,847+45355580.25%+23
COMMERCE BANCSHARES INC(CBSH)5,9595,95903323540.16%+22
ECOLAB INC(ECL)1,2151,21502893100.14%+21
HANCOCK WHITNEY CORPORATION(HWC)6,1396,13902943140.14%+21
INNOVATOR ETFS TRUST
US EQT PWR BUF
15,40015,40005345530.25%+20
PPG INDS INC(PPG)02,606+2,60603450.16%+345
BERKLEY W R CORP03,947+3,94702240.10%+224
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