Fund HoldingsSMITH SHELLNUT WILSON LLC /ADV

Total Portfolio Value
$174.33M
Total Bought
$5.61M
Total Sold
$10.30M
Net Transaction
-$4.69M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIDELITY COVINGTON TR ENHANCED INTL063,589+63,58901,6850.97%+1,685
ISHARES TR030,511+30,511014,5738.36%+14,573
ISHARES TR0106,740+106,740011,2326.44%+11,232
VANGUARD INDEX FDS18,43518,686+2517,2408,1624.68%+923
INVESCO QQQ TR UNIT SER 1025,661+25,661010,5096.03%+10,509
MICROSOFT CORP(MSFT)011,349+11,34904,2682.45%+4,268
APPLE INC(AAPL)031,997+31,99706,1603.53%+6,160
ISHARES TR021,719+21,71906,0193.45%+6,019
ISHARES TR56,67858,830+2,1525,3305,8393.35%+509
BANK AMERICA CORP56,22056,22001,5391,8931.09%+354
UNITEDHEALTH GROUP INC COM(UNH)0536+53602820.16%+282
ISHARES TR024,232+24,23202,7631.59%+2,763
WELLS FARGO CO NEW(WFC)31,85631,85601,3021,5680.90%+266
ISHARES CORE MSCI EAFE056,064+56,06403,9442.26%+3,944
INVESCO NASDAQ NEXT GEN 10007,813+7,81302110.12%+211
AMERISOURCEBERGEN CORP COM01,000+1,00002050.12%+205
FIDELITY COVINGTON TRUST9,7369,696-401,1971,3930.80%+196
ISHARES TR035,064+35,06402,7781.59%+2,778
FACEBOOK INC-A(META)1,9012,141+2405717580.43%+187
KKR & CO INC-A8,5088,50805247050.40%+181
INVESCO NASDAQ 100 ETF013,232+13,23202,2301.28%+2,230
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
08,510+8,51007260.42%+726
CINTAS CORP(CTAS)1,3741,349-256618130.47%+152
AMAZON COM INC(AMZN)6,0395,999-407689110.52%+144
GENERAL DYNAMICS CORP(GD)1,4951,825+3303304740.27%+144
COSTCO WHSL CORP NEW COM1,1411,191+506457860.45%+142
SPDR S&P 5008421,050+2083604990.29%+139
GRAINGER W W INC(GWW)985969-166818030.46%+122
ISHARES TR5,7066,073+3675386570.38%+119
ADOBE SYS INC COM1,3691,36906988170.47%+119
ASML HOLDING N V
N Y REGISTRY SHS
68268204015160.30%+115
AFLAC INC(AFL)20,68620,592-941,5881,6990.97%+111
VANGUARD INDEX FDS8,5298,52906457540.43%+108
BROADCOM INC COM(AVGO)404395-93364410.25%+105
REGIONS FINANCIAL CORP NEW(RF)47,40247,40208159190.53%+103
NIKE INC(NKE)07,895+7,89508570.49%+857
FIRST BANCSHARES INC MS39,78139,78101,0731,1670.67%+94
ALPHABET INC - CL C10,06010,06001,3261,4180.81%+91
NVIDIA CORP COM(NVDA)1,0881,138+504735640.32%+90
QUALCOMM INC(QCOM)2,6762,67602973870.22%+90
NUVEEN PREFERRED & INCOME OPPU012,855+12,8550870.05%+87
HENRY JACK & ASSOC INC(JKHY)6,9856,98501,0561,1410.65%+86
LOWES COS INC(LOW)012,988+12,98802,8901.66%+2,890
SHERWIN WILLIAMS CO(SHW)1,6721,639-334265110.29%+85
MCDONALDS CORP(MCD)05,434+5,43401,6110.92%+1,611
VIVAKOR INC03,009,552+3,009,55203,1481.81%+3,148
HANCOCK WHITNEY CORPORATION(HWC)5,9846,139+1552212980.17%+77
S&P GLOBAL INC(SPGI)1,1371,114-234154910.28%+75
ILLINOIS TOOL WKS INC(ITW)2,2342,207-275155780.33%+64
ISHARES TR2,2972,339+424064690.27%+63
INTEL CORP(INTC)5,6955,225-4702022630.15%+60
HP INC13,47513,424-513464040.23%+58
INVESCO S&P 500 EQUAL WEIGHT E4,0233,967-565706260.36%+56
CARDINAL HEALTH INC OHIO(CAH)4,1934,140-533644170.24%+53
VISA INC CL A(V)1,6001,60003684170.24%+49
PPG INDS INC(PPG)2,6432,606-373433900.22%+47
J P MORGAN CHASE AND CO(JPM)1,8321,83202663120.18%+46
COMMERCE BANCSHARES INC(CBSH)5,6765,959+2832723180.18%+46
LINDE PLC(LIN)1,4001,372-285215630.32%+42
ISHARES TR81,61780,208-1,4092,4612,5021.43%+41
NUCOR CORP(NUE)2,6172,583-344094500.26%+40
ROPER TECHNOLOGIES INC(ROP)763747-163704070.23%+38
DOVER CORP(DOV)2,9432,899-444114460.26%+35
CATERPILLAR INC(CAT)1,5501,55004234580.26%+35
PENTAIR PLC(PNR)3,9693,907-622572840.16%+27
EXPEDITORS INTL WASH INC(EXPD)2,1352,13502452720.16%+27
CLOROX CO DEL(CLX)04,638+4,63806610.38%+661
AMGEN INC(AMGN)1,1441,14403073290.19%+22
CHUBB LIMITED
COM
1,1851,18502472680.15%+21
MERCK & CO INC(MRK)3,4393,43903543750.22%+21
ABBVIE INC(ABBV)4,5124,474-386736930.40%+21
NORTHROP GRUMMAN CORP(NOC)65065002863040.17%+18
INNOVATOR U.S. EQUITY POWER7,0007,00002272430.14%+17
INNOVATOR S&P 500 ULTRA BUFF7,5317,53102132280.13%+16
MONDELEZ INTL INC(MDLZ)6,1076,064-434244390.25%+15
ALPHABET INC(GOOG)2,5902,530-603393530.20%+14
FACTSET RESH SYS INC(FDS)508487-212222320.13%+10
FIDELITY COVINGTON TRUST06,416+6,41602620.15%+262
PHILIP MORRIS INTL INC(PM)6,1066,10605655740.33%+9
STARBUCKS CORP(SBUX)3,0022,914-882742800.16%+6
BROWN & BROWN INC(BRO)3,6873,68702582620.15%+5
ABBOTT LABS5,8405,166-6745665690.33%+3
SIMPLIFY TAIL RISK STRATEGY ET011,033+11,033020.00%+2
FEDERAL RLTY INVT TR NEW(FRT)2,5662,271-2952332340.13%+1
3M CO04,218+4,21804610.26%+461
TESLA INC1,3351,33503343320.19%-2
COMCAST CORP NEW(CCZ)6,2956,29502792760.16%-3
HEWLETT PACKARD ENTERPRISE CO(HPE)13,24312,924-3192302190.13%-11
ALTRIA GROUP INC(MO)7,1637,16303012890.17%-12
KIMBERLY-CLARK CORP(KMB)1,9371,819-1182342210.13%-13
CISCO SYS INC(CSCO)4,3364,33602332190.13%-14
SYSCO CORP(SYY)8,5457,503-1,0425645490.31%-16
WALMART INC(WMT)4,8364,799-377737570.43%-17
SMUCKER J M CO(SJM)2,7912,562-2293433240.19%-19
AIR PRODS & CHEMS INC1,3471,321-263823620.21%-20
CHURCH & DWIGHT CO INC(CHD)4,9774,605-3724564350.25%-21
TARGET CORP COM(TGT)03,405+3,40504850.28%+485
WEST PHARMACEUTICAL SVSC INC(WST)94794703553330.19%-22
GENUINE PARTS CO(GPC)2,8492,804-454113880.22%-23
MEDTRONIC PLC3,6883,167-5212892610.15%-28
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