Fund HoldingsSMITH SHELLNUT WILSON LLC /ADV

Total Portfolio Value
$225.91M
Total Bought
$19.44M
Total Sold
$9.49M
Net Transaction
+$9.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR030,486+30,486017,9467.94%+17,946
FIDELITY COVINGTON TRUST031,889+31,88902,1900.97%+2,190
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
6,26543,115+36,8502982,1540.95%+1,856
VANGUARD INDEX FDS27,97729,910+1,93314,76316,1167.13%+1,353
FIDELITY COVINGTON TRUST017,973+17,97301,2640.56%+1,264
INVESCO QQQ TR UNIT SER 124,68025,842+1,16212,04613,2115.85%+1,166
INVESCO NASDAQ 100 ETF13,74016,297+2,5572,7603,4301.52%+670
APPLE INC(AAPL)31,99732,146+1497,4558,0503.56%+595
WELLS FARGO CO NEW(WFC)030,387+30,38702,1340.94%+2,134
NVIDIA CORP COM(NVDA)014,097+14,09701,8930.84%+1,893
BROADCOM INC COM(AVGO)4,4024,585+1837591,0630.47%+304
ISHARES TR02,963+2,96302760.12%+276
ALPHABET INC - CL C010,085+10,08501,9210.85%+1,921
GE VERNOVA INC(GEV)0724+72402380.11%+238
BANK AMERICA CORP056,066+56,06602,4641.09%+2,464
AMAZON COM INC(AMZN)6,8666,907+411,2791,5150.67%+236
T ROWE PRICE GROUP INC02,075+2,07502350.10%+235
FIDELITY COVINGTON TRUST014,789+14,78902,7341.21%+2,734
ISHARES TR19,51621,803+2,2872,2832,5121.11%+230
BECTON DICKINSON & CO(BDX)0979+97902220.10%+222
CISCO SYS INC(CSCO)03,446+3,44602040.09%+204
RENASANT CORP05,618+5,61802010.09%+201
TESLA INC1,3351,33503495390.24%+190
WALMART INC(WMT)13,80014,321+5211,1141,2940.57%+180
KKR & CO INC-A8,5088,578+701,1111,2690.56%+158
STERLING INFRASTRUCTURE INC(STRL)4,9074,90707128270.37%+115
FIRST BANCSHARES INC MISS38,78138,78101,2461,3570.60%+111
AUTOMATIC DATA PROCESSING IN2,9643,169+2058209280.41%+107
EMERSON ELEC CO(EMR)03,993+3,99304950.22%+495
ISHARES TR101,116106,688+5,57210,24010,3384.58%+98
J P MORGAN CHASE AND CO(JPM)02,011+2,01104820.21%+482
GRAINGER W W INC(GWW)9591,030+719961,0860.48%+89
VISA INC CL A(V)1,6481,712+644535410.24%+88
ALPHABET INC(GOOG)02,670+2,67005050.22%+505
COSTCO WHSL CORP NEW COM1,2301,271+411,0901,1650.52%+74
ISHARES TR105,338106,541+1,2036,5656,6392.94%+74
ISHARES TR23,26623,588+3222,8762,9481.30%+71
ABBOTT LABS4,8135,454+6415496170.27%+68
DECKERS OUTDOOR CORP(DECK)01,464+1,46402970.13%+297
CINCINNATI FINL CORP(CINF)3,0603,328+2684174780.21%+62
WEST PHARMACEUTICAL SVSC INC(WST)01,041+1,04103410.15%+341
CARDINAL HEALTH INC OHIO(CAH)4,1404,308+1684585100.23%+52
STONEX GROUP INC(SNEX)2,6642,724+602182670.12%+49
S&P GLOBAL INC(SPGI)1,1051,241+1365716180.27%+47
ENOVA INTERNATIONAL INC(ENVA)3,7713,77103163620.16%+46
PENTAIR PLC(PNR)3,9074,201+2943824230.19%+41
DOVER CORP(DOV)2,8503,128+2785465870.26%+40
INTERNATIONAL BUSINESS MACHS(IBM)2,5282,725+1975595990.27%+40
ENTERGY CORP NEW(ETR)1,8763,752+1,8762472840.13%+38
COMMERCE BANCSHARES INC(CBSH)5,9596,254+2953543900.17%+36
FEDEX CORP(FDX)04,272+4,27201,2020.53%+1,202
AIR PRODS & CHEMS INC1,3031,456+1533884220.19%+34
META PLATFORMS INC(META)2,1012,111+101,2031,2360.55%+33
MASTERCARD INCORPORATED(MA)430464+342122440.11%+32
CHEVRON CORP NEW(CVX)03,353+3,35304860.21%+486
HANCOCK WHITNEY CORPORATION(HWC)6,1396,13903143360.15%+22
CORCEPT THERAPEUTICS INC(CORT)4,8194,81902232430.11%+20
SYSCO CORP(SYY)7,3697,777+4085755950.26%+19
CLOROX CO DEL(CLX)4,2484,375+1276927110.31%+19
FACTSET RESH SYS INC(FDS)442456+142032190.10%+16
SPDR S&P 5001,0501,05006026150.27%+13
INNOVATOR ETFS TRUST
US EQT PWR BUF
15,40015,40005535650.25%+12
HEWLETT PACKARD ENTERPRISE CO(HPE)012,924+12,92402760.12%+276
REGIONS FINANCIAL CORP NEW(RF)47,83347,83301,1161,1250.50%+9
INNOVATOR S&P 500 POWER BUFFER08,500+8,50003420.15%+342
ALTRIA GROUP INC(MO)7,2407,190-503703760.17%+6
INNOVATOR U.S. EQUITY PWR BUFF08,212+8,21203020.13%+302
KADANT INC(KAI)82582502792850.13%+6
HENRY JACK & ASSOC INC(JKHY)6,9857,062+771,2331,2380.55%+5
INNOVATOR S&P 500 ULTRA BUFF07,531+7,53102600.11%+260
PHILIP MORRIS INTL INC(PM)05,739+5,73906910.31%+691
INNOVATOR U.S. EQUITY POWER07,000+7,00002740.12%+274
BUSINESS FIRST BANCSHARES071,136+71,13601,8280.81%+1,828
MCCORMICK & CO INC(MKC)3,0183,263+2452482490.11%0
CHURCH & DWIGHT CO INC(CHD)04,359+4,35904560.20%+456
KIMBERLY-CLARK CORP(KMB)01,935+1,93502540.11%+254
AMERISOURCEBERGEN CORP COM01,000+1,00002250.10%+225
FEDERAL RLTY INVT TR NEW(FRT)2,2712,326+552612600.12%-1
ISHARES TR4,1664,159-79209190.41%-1
MEDPACE HOLDINGS INC(MEDP)0963+96303200.14%+320
NUVEEN PREFERRED & INCOME OPPU012,855+12,85501010.04%+101
ECOLAB INC(ECL)1,2151,310+953103070.14%-3
CATERPILLAR INC(CAT)1,5501,661+1116066030.27%-4
BROWN & BROWN INC(BRO)3,7473,739-83883810.17%-7
BERKLEY W R CORP3,9473,709-2382242170.10%-7
COMCAST CORP NEW(CCZ)05,645+5,64502120.09%+212
LOUISIANA PAC CORP(LPX)2,5402,54002732630.12%-10
OFG BANCORP4,8724,87202192060.09%-13
CONSOLIDATED EDISON INC(ED)02,437+2,43702170.10%+217
ATMOS ENERGY CORP(ATO)1,9981,887-1112772630.12%-14
PROCTER AND GAMBLE CO(PG)7,2067,356+1501,2481,2330.55%-15
HALLIBURTON CO(HAL)08,227+8,22702240.10%+224
ROPER TECHNOLOGIES INC(ROP)0767+76703990.18%+399
STARBUCKS CORP(SBUX)2,9142,91402842660.12%-18
REAL ESTATE SELECT SECT SPDR5,2545,224-302352120.09%-22
CHUBB LIMITED
COM
1,2051,171-343483240.14%-24
ISHARES TR32,89632,951+553,0242,9961.33%-28
NUCOR CORP(NUE)03,073+3,07303590.16%+359
MEDTRONIC PLC3,1033,123+202792490.11%-30
HAMILTON LANE INC(HLNE)1,4751,47502482180.10%-30
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