Wilbanks Smith & Thomas Asset Management
Latest statistics and disclosures from Wilbanks Smith & Thomas Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IWF, IVV, VTV, VO, and represent 25.00% of Wilbanks Smith & Thomas Asset Management's stock portfolio.
- Added to shares of these 10 stocks: SPHY (+$33M), HYLB (+$16M), BSCU (+$15M), JAAA (+$13M), WMT (+$12M), SNPS (+$12M), SHYG (+$8.0M), SJNK (+$8.0M), PLTR (+$7.5M), ANGL (+$6.7M).
- Started 28 new stock positions in CEF, PENN, PLTR, ASML, FSLR, SPHY, AZN, EBAY, GDX, GSIT.
- Reduced shares in these 10 stocks: stock (-$14M), BKLN (-$14M), CSCO (-$9.1M), BSCQ (-$8.8M), BIL (-$6.5M), IEI (-$5.8M), IVV, FLOT, VNLA, IWF.
- Sold out of its positions in ARQT, CRI, QDEL, ECL, MBSD, RAVI, BSMS, IXG, EXI, JEPI. Livent Corp, OMC, OKE, RF, SCHQ, SONY, stock, VNM.
- Wilbanks Smith & Thomas Asset Management was a net buyer of stock by $92M.
- Wilbanks Smith & Thomas Asset Management has $3.6B in assets under management (AUM), dropping by 9.23%.
- Central Index Key (CIK): 0001007399
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Wilbanks Smith & Thomas Asset Management holds 528 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Wilbanks Smith & Thomas Asset Management has 528 total positions. Only the first 250 positions are shown.
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- Download the Wilbanks Smith & Thomas Asset Management March 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.3 | $331M | 689k | 480.70 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 5.4 | $191M | 567k | 337.05 |
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Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $184M | -2% | 350k | 525.73 |
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Vanguard Index Fds Value Etf (VTV) | 2.7 | $97M | 593k | 162.86 |
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Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $91M | 362k | 249.86 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.5 | $91M | 2.5M | 35.84 |
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Norfolk Southern (NSC) | 2.1 | $75M | 294k | 254.87 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 2.0 | $71M | +5% | 3.1M | 22.77 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $68M | 416k | 164.35 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $64M | 281k | 228.59 |
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Apple (AAPL) | 1.8 | $64M | 372k | 171.48 |
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.8 | $64M | 1.5M | 42.13 |
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Microsoft Corporation (MSFT) | 1.8 | $63M | 149k | 420.72 |
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Dbx Etf Tr Xtrack Usd High (HYLB) | 1.6 | $56M | +38% | 1.6M | 35.71 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 1.5 | $55M | 653k | 84.09 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.5 | $55M | +2% | 1.8M | 30.22 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 1.4 | $49M | 681k | 72.19 |
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.2 | $44M | +15% | 2.4M | 18.30 |
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.2 | $44M | +15% | 2.2M | 20.07 |
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.2 | $44M | +16% | 2.3M | 19.29 |
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Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $44M | 587k | 74.22 |
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Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 1.1 | $39M | +66% | 2.4M | 16.39 |
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Caterpillar (CAT) | 1.1 | $38M | 104k | 366.43 |
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NVIDIA Corporation (NVDA) | 1.0 | $34M | 38k | 903.57 |
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Spdr Ser Tr Portfli High Yld (SPHY) | 0.9 | $33M | NEW | 1.4M | 23.46 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $31M | -2% | 392k | 79.86 |
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Amazon (AMZN) | 0.8 | $29M | 159k | 180.38 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.8 | $28M | +40% | 656k | 42.55 |
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Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.8 | $28M | +40% | 1.1M | 25.22 |
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Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.7 | $26M | +34% | 892k | 29.02 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $23M | 117k | 200.30 |
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Johnson & Johnson (JNJ) | 0.6 | $23M | 145k | 158.19 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $23M | 621k | 36.19 |
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $22M | -38% | 1.1M | 21.15 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $22M | +2% | 52k | 420.52 |
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Pepsi (PEP) | 0.6 | $21M | 118k | 175.01 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $21M | 136k | 150.93 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $20M | 114k | 179.11 |
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Procter & Gamble Company (PG) | 0.6 | $20M | 125k | 162.25 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $19M | -2% | 191k | 100.54 |
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Oracle Corporation (ORCL) | 0.5 | $19M | 152k | 125.61 |
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Ishares Tr Ibonds Dec 28 (IBMQ) | 0.5 | $19M | +6% | 754k | 25.27 |
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Ishares Tr Ibonds Dec 27 (IBMP) | 0.5 | $19M | +7% | 746k | 25.17 |
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Costco Wholesale Corporation (COST) | 0.5 | $19M | 25k | 732.63 |
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Ishares Tr Ibonds Dec 26 (IBMO) | 0.5 | $18M | +3% | 724k | 25.35 |
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Qualcomm (QCOM) | 0.5 | $18M | 108k | 169.30 |
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Ishares Tr Ibonds Dec 2029 (IBMR) | 0.5 | $18M | +7% | 723k | 25.25 |
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Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.5 | $18M | 427k | 42.57 |
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Wal-Mart Stores (WMT) | 0.5 | $18M | +203% | 301k | 60.17 |
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Ishares Tr Faln Angls Usd (FALN) | 0.5 | $18M | +9% | 670k | 26.86 |
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salesforce (CRM) | 0.5 | $18M | 59k | 301.18 |
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Waste Management (WM) | 0.5 | $18M | 83k | 213.15 |
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Mastercard Incorporated Cl A (MA) | 0.5 | $17M | 35k | 481.57 |
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Danaher Corporation (DHR) | 0.5 | $17M | 67k | 249.72 |
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Fiserv (FI) | 0.5 | $17M | 105k | 159.82 |
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Chevron Corporation (CVX) | 0.4 | $16M | +3% | 99k | 157.74 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $15M | +21% | 138k | 108.92 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $14M | 67k | 210.30 |
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UnitedHealth (UNH) | 0.4 | $14M | +2% | 29k | 494.71 |
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Raytheon Technologies Corp (RTX) | 0.4 | $14M | +2% | 141k | 97.53 |
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Texas Instruments Incorporated (TXN) | 0.4 | $13M | 76k | 174.21 |
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Live Nation Entertainment (LYV) | 0.4 | $13M | +2% | 126k | 105.77 |
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Charles Schwab Corporation (SCHW) | 0.4 | $13M | +2% | 182k | 72.34 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $13M | 25k | 523.06 |
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Honeywell International (HON) | 0.4 | $13M | +2% | 64k | 205.25 |
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Intercontinental Exchange (ICE) | 0.4 | $13M | 96k | 137.43 |
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Booking Holdings (BKNG) | 0.4 | $13M | +2% | 3.6k | 3627.96 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $13M | 119k | 110.52 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $13M | NEW | 255k | 50.74 |
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Adobe Systems Incorporated (ADBE) | 0.4 | $13M | +3% | 26k | 504.60 |
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Autodesk (ADSK) | 0.4 | $13M | 50k | 260.42 |
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Paypal Holdings (PYPL) | 0.4 | $13M | +3% | 190k | 66.99 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $13M | +3% | 128k | 97.94 |
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Dollar Tree (DLTR) | 0.3 | $13M | -4% | 94k | 133.15 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $12M | 491k | 24.72 |
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Zoetis Cl A (ZTS) | 0.3 | $12M | +2% | 70k | 169.21 |
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Synopsys (SNPS) | 0.3 | $12M | NEW | 20k | 571.50 |
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Laboratory Corp Amer Hldgs Com New | 0.3 | $12M | +3% | 53k | 218.46 |
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Akamai Technologies (AKAM) | 0.3 | $11M | +2% | 105k | 108.76 |
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Eli Lilly & Co. (LLY) | 0.3 | $11M | 15k | 777.94 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $10M | -38% | 114k | 91.80 |
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Ishares Tr National Mun Etf (MUB) | 0.3 | $10M | -3% | 96k | 107.60 |
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Dropbox Cl A (DBX) | 0.3 | $10M | +2% | 422k | 24.30 |
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Palo Alto Networks (PANW) | 0.3 | $10M | +69% | 36k | 284.13 |
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Home Depot (HD) | 0.3 | $10M | +12% | 26k | 383.60 |
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Take-Two Interactive Software (TTWO) | 0.3 | $9.7M | +7% | 66k | 148.49 |
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Exxon Mobil Corporation (XOM) | 0.3 | $9.3M | -5% | 80k | 116.24 |
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O'reilly Automotive (ORLY) | 0.2 | $8.8M | 7.8k | 1128.89 |
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Walt Disney Company (DIS) | 0.2 | $8.8M | 72k | 122.36 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $8.7M | 57k | 152.26 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $8.5M | 33k | 259.90 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $8.5M | -40% | 73k | 115.81 |
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Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $8.4M | -16% | 91k | 91.86 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $8.0M | -3% | 73k | 110.54 |
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Abbvie (ABBV) | 0.2 | $7.6M | +21% | 42k | 182.10 |
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Palantir Technologies Cl A (PLTR) | 0.2 | $7.5M | NEW | 327k | 23.01 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $7.5M | -3% | 60k | 125.33 |
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Schlumberger Com Stk (SLB) | 0.2 | $7.0M | 127k | 54.81 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $6.9M | 20k | 344.20 |
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Pra (PRAA) | 0.2 | $6.7M | -12% | 256k | 26.08 |
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $6.6M | -57% | 342k | 19.21 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $6.3M | +4% | 87k | 72.63 |
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Visa Com Cl A (V) | 0.2 | $6.1M | 22k | 279.08 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $6.1M | -9% | 66k | 92.72 |
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Armada Hoffler Pptys (AHH) | 0.2 | $5.9M | +6% | 566k | 10.40 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $5.9M | -18% | 83k | 70.88 |
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Merck & Co (MRK) | 0.2 | $5.4M | 41k | 131.95 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $5.3M | 93k | 56.98 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $5.2M | 134k | 39.02 |
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Lowe's Companies (LOW) | 0.1 | $5.2M | -2% | 20k | 254.73 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.8M | 24k | 205.72 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.7M | -2% | 16k | 288.03 |
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Coca-Cola Company (KO) | 0.1 | $4.7M | +10% | 77k | 61.18 |
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International Business Machines (IBM) | 0.1 | $4.5M | -4% | 24k | 190.96 |
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Broadcom (AVGO) | 0.1 | $4.4M | -5% | 3.3k | 1325.55 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $4.2M | 41k | 101.41 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $4.1M | 51k | 81.78 |
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TowneBank (TOWN) | 0.1 | $4.1M | -7% | 146k | 28.06 |
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $4.1M | -5% | 88k | 46.51 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $4.1M | 85k | 47.87 |
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Abbott Laboratories (ABT) | 0.1 | $4.0M | 35k | 113.66 |
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Cisco Systems (CSCO) | 0.1 | $3.9M | -70% | 78k | 49.91 |
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Amgen (AMGN) | 0.1 | $3.8M | -3% | 13k | 284.33 |
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Anthem (ELV) | 0.1 | $3.7M | 7.2k | 518.54 |
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American Express Company (AXP) | 0.1 | $3.7M | 16k | 227.69 |
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Meta Platforms Cl A (META) | 0.1 | $3.7M | -2% | 7.5k | 485.59 |
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Southern Company (SO) | 0.1 | $3.5M | 49k | 71.74 |
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Williams-Sonoma (WSM) | 0.1 | $3.5M | -30% | 11k | 317.54 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.5M | -2% | 70k | 50.17 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $3.5M | -6% | 32k | 110.13 |
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Duke Energy Corp Com New (DUK) | 0.1 | $3.5M | -2% | 36k | 96.71 |
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Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $3.4M | +33% | 33k | 105.27 |
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Bristol Myers Squibb (BMY) | 0.1 | $3.4M | +7% | 62k | 54.23 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $3.3M | -2% | 41k | 81.43 |
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $3.3M | +9% | 75k | 43.60 |
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PNC Financial Services (PNC) | 0.1 | $3.1M | -8% | 20k | 161.60 |
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Truist Financial Corp equities (TFC) | 0.1 | $3.1M | +3% | 81k | 38.98 |
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $3.1M | -48% | 65k | 48.50 |
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Lockheed Martin Corporation (LMT) | 0.1 | $3.1M | -2% | 6.8k | 454.86 |
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Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.1 | $3.0M | 46k | 65.95 |
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $3.0M | 34k | 86.67 |
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Intel Corporation (INTC) | 0.1 | $2.9M | -3% | 66k | 44.17 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $2.9M | -50% | 57k | 51.06 |
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Nextera Energy (NEE) | 0.1 | $2.9M | +2% | 46k | 63.91 |
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Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $2.9M | +8% | 122k | 23.80 |
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At&t (T) | 0.1 | $2.9M | 163k | 17.60 |
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Pfizer (PFE) | 0.1 | $2.7M | 99k | 27.75 |
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Deere & Company (DE) | 0.1 | $2.7M | 6.6k | 410.73 |
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Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $2.7M | -6% | 31k | 88.44 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $2.6M | 64k | 40.90 |
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Verizon Communications (VZ) | 0.1 | $2.6M | -5% | 62k | 41.96 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.5M | -11% | 62k | 41.08 |
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $2.5M | +4% | 102k | 24.60 |
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Kinsale Cap Group (KNSL) | 0.1 | $2.5M | 4.8k | 524.74 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.4M | +407% | 39k | 60.74 |
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Automatic Data Processing (ADP) | 0.1 | $2.3M | +7% | 9.2k | 249.74 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $2.3M | 37k | 62.34 |
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Eaton Corp SHS (ETN) | 0.1 | $2.2M | 7.1k | 312.67 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.2M | 12k | 191.88 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.2M | -3% | 4.9k | 444.01 |
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Morgan Stanley Com New (MS) | 0.1 | $2.2M | -9% | 23k | 94.16 |
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Sherwin-Williams Company (SHW) | 0.1 | $2.1M | 6.0k | 347.33 |
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NewMarket Corporation (NEU) | 0.1 | $2.1M | 3.3k | 634.62 |
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McDonald's Corporation (MCD) | 0.1 | $2.1M | -2% | 7.4k | 281.97 |
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Capital One Financial (COF) | 0.1 | $2.1M | 14k | 148.89 |
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Parker-Hannifin Corporation (PH) | 0.1 | $2.0M | 3.6k | 555.79 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $2.0M | -4% | 15k | 129.35 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.9M | -4% | 26k | 75.98 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.9M | 16k | 120.99 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.9M | 17k | 114.14 |
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Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.9M | -32% | 26k | 74.81 |
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Stryker Corporation (SYK) | 0.1 | $1.8M | 5.1k | 357.87 |
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $1.7M | -34% | 16k | 106.49 |
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First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $1.7M | 1.0k | 1635.00 |
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Boeing Company (BA) | 0.0 | $1.7M | -8% | 8.9k | 192.98 |
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Bank of America Corporation (BAC) | 0.0 | $1.7M | -3% | 45k | 37.92 |
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General Electric Com New (GE) | 0.0 | $1.7M | -2% | 9.7k | 175.53 |
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Kellogg Company (K) | 0.0 | $1.7M | -2% | 30k | 57.29 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $1.7M | +4% | 18k | 95.20 |
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Mondelez Intl Cl A (MDLZ) | 0.0 | $1.7M | -5% | 24k | 70.00 |
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Acuity Brands (AYI) | 0.0 | $1.7M | 6.2k | 268.73 |
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Union Pacific Corporation (UNP) | 0.0 | $1.6M | 6.7k | 245.92 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $1.6M | +27% | 18k | 90.44 |
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Vanguard Wellington Us Momentum (VFMO) | 0.0 | $1.6M | -43% | 11k | 151.28 |
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Hubbell (HUBB) | 0.0 | $1.6M | 3.9k | 415.05 |
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Cigna Corp (CI) | 0.0 | $1.6M | 4.3k | 363.16 |
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Ares Capital Corporation (ARCC) | 0.0 | $1.6M | 75k | 20.82 |
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Tesla Motors (TSLA) | 0.0 | $1.5M | +15% | 8.5k | 175.79 |
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Stellantis SHS (STLA) | 0.0 | $1.5M | -6% | 52k | 28.33 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.4M | +93% | 28k | 51.28 |
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Progressive Corporation (PGR) | 0.0 | $1.4M | 6.8k | 206.82 |
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Dominion Resources (D) | 0.0 | $1.4M | 29k | 49.19 |
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Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 15k | 90.05 |
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Goldman Sachs (GS) | 0.0 | $1.4M | -2% | 3.3k | 417.69 |
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Rbc Cad (RY) | 0.0 | $1.4M | 14k | 100.88 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.3M | -5% | 31k | 41.77 |
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Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.3M | 17k | 76.81 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.3M | -39% | 22k | 58.07 |
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Prudential Financial (PRU) | 0.0 | $1.3M | -7% | 11k | 117.41 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.3M | 21k | 62.06 |
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CSX Corporation (CSX) | 0.0 | $1.3M | 34k | 37.07 |
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W.W. Grainger (GWW) | 0.0 | $1.3M | 1.2k | 1017.30 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.2M | -5% | 4.5k | 270.80 |
|
Servicenow (NOW) | 0.0 | $1.2M | 1.6k | 762.40 |
|
|
Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $1.2M | -20% | 15k | 84.14 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.2M | 2.9k | 418.01 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.2M | -20% | 6.7k | 182.61 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $1.2M | -40% | 2.6k | 478.74 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $1.2M | -9% | 2.1k | 581.21 |
|
Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $1.2M | -19% | 48k | 25.05 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.2M | -8% | 9.1k | 131.37 |
|
Starbucks Corporation (SBUX) | 0.0 | $1.2M | +26% | 13k | 91.39 |
|
BlackRock (BLK) | 0.0 | $1.1M | 1.4k | 833.77 |
|
|
Advanced Micro Devices (AMD) | 0.0 | $1.1M | +3% | 6.3k | 180.49 |
|
Emerson Electric (EMR) | 0.0 | $1.1M | +11% | 10k | 113.42 |
|
Clorox Company (CLX) | 0.0 | $1.1M | 7.4k | 153.11 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $1.1M | 8.7k | 128.40 |
|
|
ConocoPhillips (COP) | 0.0 | $1.1M | 8.7k | 127.28 |
|
|
Applied Materials (AMAT) | 0.0 | $1.1M | 5.3k | 206.24 |
|
|
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.1M | +3% | 20k | 53.39 |
|
Corning Incorporated (GLW) | 0.0 | $1.1M | -2% | 32k | 32.96 |
|
Garmin SHS (GRMN) | 0.0 | $1.1M | -5% | 7.1k | 148.88 |
|
West Pharmaceutical Services (WST) | 0.0 | $1.1M | 2.7k | 395.71 |
|
|
Opko Health (OPK) | 0.0 | $1.1M | +568% | 879k | 1.20 |
|
Philip Morris International (PM) | 0.0 | $1.0M | -38% | 11k | 91.62 |
|
Micron Technology (MU) | 0.0 | $1.0M | -2% | 8.8k | 117.89 |
|
T. Rowe Price (TROW) | 0.0 | $1.0M | -5% | 8.5k | 121.93 |
|
Dow (DOW) | 0.0 | $1.0M | -7% | 18k | 57.93 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $1.0M | 12k | 84.44 |
|
|
Canadian Pacific Kansas City (CP) | 0.0 | $1.0M | 12k | 88.17 |
|
|
The Trade Desk Com Cl A (TTD) | 0.0 | $1.0M | 12k | 87.42 |
|
|
Ishares Core Msci Emkt (IEMG) | 0.0 | $1.0M | -8% | 20k | 51.60 |
|
Nike CL B (NKE) | 0.0 | $999k | -2% | 11k | 93.98 |
|
Wingstop (WING) | 0.0 | $997k | 2.7k | 366.40 |
|
|
Equitable Holdings (EQH) | 0.0 | $996k | -6% | 26k | 38.01 |
|
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $983k | +4% | 48k | 20.43 |
|
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $972k | -11% | 27k | 36.72 |
|
Sanofi Sponsored Adr (SNY) | 0.0 | $958k | -5% | 20k | 48.60 |
|
Air Products & Chemicals (APD) | 0.0 | $958k | 4.0k | 242.25 |
|
|
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $957k | 26k | 36.60 |
|
|
Kraft Heinz (KHC) | 0.0 | $953k | -7% | 26k | 36.90 |
|
Valero Energy Corporation (VLO) | 0.0 | $951k | 5.6k | 170.69 |
|
|
Becton, Dickinson and (BDX) | 0.0 | $936k | -4% | 3.8k | 247.45 |
|
Primis Financial Corp (FRST) | 0.0 | $922k | 76k | 12.17 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $911k | 5.4k | 169.37 |
|
|
IDEXX Laboratories (IDXX) | 0.0 | $911k | 1.7k | 539.93 |
|
|
Carlyle Group (CG) | 0.0 | $911k | 19k | 46.91 |
|
|
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.0 | $910k | 31k | 29.71 |
|
|
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $910k | 16k | 57.23 |
|
|
TJX Companies (TJX) | 0.0 | $910k | +4% | 9.0k | 101.42 |
|
Past Filings by Wilbanks Smith & Thomas Asset Management
SEC 13F filings are viewable for Wilbanks Smith & Thomas Asset Management going back to 2011
- Wilbanks Smith & Thomas Asset Management 2024 Q1 filed May 7, 2024
- Wilbanks Smith & Thomas Asset Management 2023 Q4 filed Feb. 6, 2024
- Wilbanks Smith & Thomas Asset Management 2023 Q3 filed Nov. 6, 2023
- Wilbanks Smith & Thomas Asset Management 2023 Q2 filed Aug. 8, 2023
- Wilbanks Smith & Thomas Asset Management 2023 Q1 filed May 5, 2023
- Wilbanks Smith & Thomas Asset Management 2022 Q4 filed Feb. 14, 2023
- Wilbanks Smith & Thomas Asset Management 2022 Q3 filed Oct. 31, 2022
- Wilbanks Smith & Thomas Asset Management 2022 Q2 filed Aug. 3, 2022
- Wilbanks Smith & Thomas Asset Management 2022 Q1 filed May 5, 2022
- Wilbanks Smith & Thomas Asset Management 2021 Q4 filed Feb. 8, 2022
- Wilbanks Smith & Thomas Asset Management 2021 Q3 filed Nov. 4, 2021
- Wilbanks Smith & Thomas Asset Management 2021 Q2 filed Aug. 4, 2021
- Wilbanks Smith & Thomas Asset Management 2021 Q1 filed May 11, 2021
- Wilbanks Smith & Thomas Asset Management 2020 Q4 filed Feb. 12, 2021
- Wilbanks Smith & Thomas Asset Management 2020 Q3 filed Nov. 12, 2020
- Wilbanks Smith & Thomas Asset Management 2020 Q2 filed July 31, 2020