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, IVV, IWF, VTV, NSC, and represent 27.29% of Wilbanks Smith & Thomas Asset Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$14M), NVDA (+$7.2M), BSCP (+$5.7M), BSCO (+$5.3M), VOO, SLB, ADSK, BSCQ, SPDW, VO.
- Started 25 new stock positions in QYLD, WBD, SAVE, DOL, HIO, XLE, UCTT, TROW, OPK, SHEL.
- Reduced shares in these 10 stocks: SPLK (-$8.3M), EBAY (-$6.6M), BSCM, NTSX, EFA, , K, PDEC, QUAL, IBMK.
- Sold out of its positions in ARKK, ARKQ, AB, ALLY, CMC, CMP, CFR, Discovery Communications, FAB, FAD.
- Wilbanks Smith & Thomas Asset Management was a net buyer of stock by $89M.
- Wilbanks Smith & Thomas Asset Management has $2.4B in assets under management (AUM), dropping by -4.78%.
- Central Index Key (CIK): 0001007399
Tip: Access up to 7 years of quarterly data
Positions held by Wilbanks Smith & Thomas Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management holds 480 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.3 | $198M | +2% | 571k | 346.88 | |
| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $145M | 382k | 379.15 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.1 | $121M | 552k | 218.70 | ||
| Vanguard Index Fds Value Etf (VTV) | 4.2 | $100M | 757k | 131.88 | ||
| Norfolk Southern (NSC) | 3.6 | $87M | 382k | 227.29 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 2.6 | $61M | +6% | 309k | 196.97 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.2 | $53M | +7% | 1.8M | 28.84 | |
| Apple (AAPL) | 2.1 | $49M | +2% | 358k | 136.72 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.9 | $46M | 711k | 64.66 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $40M | +2% | 229k | 176.11 | |
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $39M | +8% | 669k | 58.85 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $38M | -6% | 606k | 62.49 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.6 | $37M | +3% | 130k | 286.57 | |
| Microsoft Corporation (MSFT) | 1.5 | $36M | +2% | 139k | 256.83 | |
Setup an alertWilbanks Smith & Thomas Asset Management will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
||||||
| Wisdomtree Tr Us Largecap Divd (DLN) | 1.4 | $33M | +2% | 552k | 59.10 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.3 | $31M | +7% | 1.2M | 24.75 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 1.1 | $27M | +24% | 1.3M | 20.74 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 1.1 | $27M | +26% | 1.3M | 20.44 | |
| Johnson & Johnson (JNJ) | 1.0 | $25M | 141k | 177.51 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.9 | $23M | 649k | 34.77 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.9 | $21M | +9% | 990k | 20.95 | |
| Pepsi (PEP) | 0.8 | $20M | 121k | 166.66 | ||
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.8 | $19M | +22% | 993k | 19.27 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.7 | $17M | +22% | 888k | 19.37 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $17M | +5% | 142k | 119.34 | |
| Caterpillar (CAT) | 0.7 | $17M | 95k | 178.76 | ||
| Procter & Gamble Company (PG) | 0.7 | $17M | +2% | 115k | 143.79 | |
| Danaher Corporation (DHR) | 0.6 | $15M | 60k | 253.52 | ||
| Amazon (AMZN) | 0.6 | $15M | +1963% | 141k | 106.21 | |
| UnitedHealth (UNH) | 0.6 | $15M | 29k | 513.64 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $15M | +2% | 6.7k | 2179.20 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $15M | -3% | 144k | 101.68 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $14M | +3% | 137k | 99.11 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $14M | 36k | 377.27 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $13M | 48k | 273.02 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $13M | +5% | 91k | 144.97 | |
| Waste Management (WM) | 0.5 | $13M | 85k | 152.98 | ||
| Bristol Myers Squibb (BMY) | 0.5 | $13M | 168k | 77.00 | ||
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.5 | $13M | +17% | 374k | 34.51 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $13M | 74k | 169.36 | ||
| Ishares Tr Grwt Allocat Etf (AOR) | 0.5 | $12M | +9% | 259k | 48.00 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $12M | +6% | 107k | 112.61 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $12M | +2% | 125k | 96.11 | |
| Wal-Mart Stores (WMT) | 0.5 | $12M | +9% | 98k | 121.58 | |
| Chevron Corporation (CVX) | 0.5 | $12M | +2% | 80k | 144.78 | |
| Qualcomm (QCOM) | 0.5 | $12M | +2% | 91k | 127.74 | |
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.5 | $12M | +12% | 431k | 26.63 | |
| Ishares Tr Ibonds Dec (IBMM) | 0.5 | $11M | +7% | 435k | 26.00 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $11M | +3% | 36k | 315.47 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $11M | 73k | 153.64 | ||
| Laboratory Corp Amer Hldgs Com New (LH) | 0.5 | $11M | 47k | 234.37 | ||
| Cisco Systems (CSCO) | 0.5 | $11M | +7% | 258k | 42.64 | |
| O'reilly Automotive (ORLY) | 0.5 | $11M | 17k | 631.77 | ||
| Charles Schwab Corporation (SCHW) | 0.4 | $11M | +2% | 169k | 63.18 | |
| Zoetis Cl A (ZTS) | 0.4 | $11M | 62k | 171.89 | ||
| Morgan Stanley Com New (MS) | 0.4 | $11M | 139k | 76.06 | ||
| American Tower Reit (AMT) | 0.4 | $11M | +3% | 41k | 255.58 | |
| Honeywell International (HON) | 0.4 | $10M | +2% | 60k | 173.81 | |
| NVIDIA Corporation (NVDA) | 0.4 | $10M | +247% | 67k | 151.59 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $10M | +2% | 241k | 41.71 | |
| Ishares Tr Ibonds Dec2023 (IBML) | 0.4 | $9.9M | +2% | 390k | 25.50 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $9.8M | -9% | 88k | 111.73 | |
| Pfizer (PFE) | 0.4 | $9.8M | +5% | 186k | 52.43 | |
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $9.4M | +4% | 86k | 110.10 | |
| Fiserv (FISV) | 0.4 | $9.3M | 104k | 88.97 | ||
| salesforce (CRM) | 0.4 | $9.2M | +3% | 56k | 165.04 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $9.1M | +17% | 99k | 92.41 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $9.0M | +7% | 105k | 85.64 | |
| Ishares Core Msci Emkt (IEMG) | 0.4 | $8.9M | +4% | 182k | 49.06 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.4 | $8.6M | 339k | 25.34 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $8.5M | -2% | 113k | 75.26 | |
| Walt Disney Company (DIS) | 0.4 | $8.4M | +7% | 89k | 94.40 | |
| Intercontinental Exchange (ICE) | 0.3 | $8.3M | +3% | 88k | 94.04 | |
| Schlumberger Com Stk (SLB) | 0.3 | $8.2M | +99% | 231k | 35.76 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.3 | $7.8M | +12% | 353k | 22.19 | |
| Oracle Corporation (ORCL) | 0.3 | $7.6M | +5% | 109k | 69.87 | |
| Autodesk (ADSK) | 0.3 | $7.6M | +100% | 44k | 171.97 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $7.5M | 73k | 101.57 | ||
| Adobe Systems Incorporated (ADBE) | 0.3 | $6.9M | +8% | 19k | 366.07 | |
| General Electric Com New (GE) | 0.3 | $6.7M | 105k | 63.67 | ||
| Booking Holdings (BKNG) | 0.3 | $6.6M | +4% | 3.8k | 1749.01 | |
| Armada Hoffler Pptys (AHH) | 0.3 | $6.6M | 515k | 12.84 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $6.6M | 94k | 70.21 | ||
| Truist Financial Corp equities (TFC) | 0.3 | $6.5M | +5% | 136k | 47.43 | |
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.3 | $6.3M | +3% | 130k | 48.63 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.1M | +7% | 32k | 188.63 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $5.7M | 14.00 | 408928.57 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $5.7M | +6% | 2.6k | 2187.62 | |
| Abbvie (ABBV) | 0.2 | $5.0M | +5% | 33k | 153.15 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $4.9M | 155k | 31.45 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $4.9M | 98k | 49.92 | ||
| Coca-Cola Company (KO) | 0.2 | $4.8M | +5% | 77k | 62.91 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $4.8M | 83k | 57.99 | ||
| TowneBank (TOWN) | 0.2 | $4.7M | 172k | 27.15 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $4.6M | 28k | 168.45 | ||
| Pra (PRAA) | 0.2 | $4.6M | 127k | 36.36 | ||
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $4.6M | 48k | 94.50 | ||
| Eli Lilly & Co. (LLY) | 0.2 | $4.5M | +6% | 14k | 324.19 | |
| Verizon Communications (VZ) | 0.2 | $4.5M | +6% | 88k | 50.75 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $4.5M | 59k | 76.26 | ||
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $4.2M | +209% | 85k | 49.54 | |
| Merck & Co (MRK) | 0.2 | $4.2M | +4% | 46k | 91.17 | |
| Home Depot (HD) | 0.2 | $4.1M | +13% | 15k | 274.25 | |
| MasTec (MTZ) | 0.2 | $4.1M | 57k | 71.66 | ||
| International Business Machines (IBM) | 0.2 | $4.1M | +3% | 29k | 141.20 | |
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.2 | $4.0M | +13% | 160k | 25.17 | |
| Anthem (ANTM) | 0.2 | $3.7M | 7.7k | 482.61 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $3.7M | +2% | 91k | 40.75 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.2 | $3.6M | -21% | 141k | 25.91 | |
| Lowe's Companies (LOW) | 0.2 | $3.6M | +35% | 21k | 174.69 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.6M | 43k | 82.78 | ||
| Duke Energy Corp Com New (DUK) | 0.1 | $3.5M | +2% | 33k | 107.20 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $3.5M | 41k | 85.36 | ||
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $3.5M | -11% | 76k | 46.37 | |
| Abbott Laboratories (ABT) | 0.1 | $3.5M | +3% | 32k | 108.64 | |
| Visa Com Cl A (V) | 0.1 | $3.4M | 17k | 196.87 | ||
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $3.4M | +44% | 128k | 26.76 | |
| Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.1 | $3.4M | 53k | 64.25 | ||
| PNC Financial Services (PNC) | 0.1 | $3.3M | 21k | 157.77 | ||
| Dollar Tree (DLTR) | 0.1 | $3.3M | 21k | 155.87 | ||
| Intel Corporation (INTC) | 0.1 | $3.2M | +11% | 86k | 37.41 | |
| Southern Company (SO) | 0.1 | $3.1M | +4% | 44k | 71.31 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.1M | +6% | 90k | 34.31 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $3.0M | 49k | 62.74 | ||
| Spirit Airlines (SAVE) | 0.1 | $2.9M | NEW | 122k | 23.84 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.8M | +2% | 34k | 83.88 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.1 | $2.8M | -55% | 132k | 21.19 | |
| Sanofi Sponsored Adr (SNY) | 0.1 | $2.8M | +9% | 55k | 50.03 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.7M | +23% | 12k | 222.91 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $2.7M | +7% | 53k | 50.12 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.7M | +8% | 5.5k | 479.23 | |
| Ishares Tr Msci China A (CNYA) | 0.1 | $2.6M | NEW | 70k | 38.04 | |
| Amgen (AMGN) | 0.1 | $2.6M | 11k | 243.30 | ||
| Kellogg Company (K) | 0.1 | $2.5M | -38% | 35k | 71.33 | |
| GSK Sponsored Adr (GSK) | 0.1 | $2.5M | +6% | 58k | 43.53 | |
| Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.1 | $2.4M | +8% | 75k | 32.63 | |
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $2.4M | +3% | 99k | 24.50 | |
| Clorox Company (CLX) | 0.1 | $2.4M | +5% | 17k | 140.99 | |
| American Express Company (AXP) | 0.1 | $2.3M | +14% | 17k | 138.60 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $2.3M | -5% | 22k | 102.30 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.3M | +8% | 11k | 207.74 | |
| Prudential Financial (PRU) | 0.1 | $2.3M | +10% | 24k | 95.69 | |
| Dominion Resources (D) | 0.1 | $2.2M | +3% | 28k | 79.80 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $2.2M | 35k | 62.43 | ||
| Ares Capital Corporation (ARCC) | 0.1 | $2.2M | +6% | 122k | 17.93 | |
| Ishares Tr Glob Utilits Etf (JXI) | 0.1 | $2.2M | 36k | 60.12 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.1M | 74k | 28.97 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $2.1M | 27k | 79.21 | ||
| Kraft Heinz (KHC) | 0.1 | $2.1M | +7% | 55k | 38.13 | |
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.1 | $2.1M | 36k | 57.82 | ||
| Genuine Parts Company (GPC) | 0.1 | $2.1M | +4% | 15k | 132.98 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $2.0M | +58% | 22k | 95.26 | |
| Broadcom (AVGO) | 0.1 | $2.0M | +3% | 4.2k | 485.97 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $2.0M | NEW | 63k | 31.60 | |
| Rbc Cad (RY) | 0.1 | $2.0M | -15% | 21k | 96.83 | |
| Nextera Energy (NEE) | 0.1 | $2.0M | +2% | 25k | 77.45 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.9M | +3% | 13k | 149.79 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.9M | +11% | 48k | 40.11 | |
| BP Sponsored Adr (BP) | 0.1 | $1.9M | +9% | 68k | 28.36 | |
| Philip Morris International (PM) | 0.1 | $1.9M | +6% | 19k | 98.75 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.9M | 14k | 135.14 | ||
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.1 | $1.9M | +8% | 75k | 25.34 | |
| Wp Carey (WPC) | 0.1 | $1.9M | +8% | 23k | 82.84 | |
| Umpqua Holdings Corporation (UMPQ) | 0.1 | $1.9M | +9% | 112k | 16.77 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.8M | -16% | 17k | 106.38 | |
| Newmont Mining Corporation (NEM) | 0.1 | $1.8M | +16% | 30k | 59.68 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.8M | -9% | 35k | 50.55 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | 4.1k | 430.04 | ||
| McDonald's Corporation (MCD) | 0.1 | $1.7M | +3% | 7.0k | 246.90 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $1.7M | 35k | 48.01 | ||
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $1.7M | NEW | 92k | 18.04 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.6M | -2% | 35k | 47.27 | |
| Tesla Motors (TSLA) | 0.1 | $1.6M | +3% | 2.4k | 673.23 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.6M | 3.4k | 478.55 | ||
| T. Rowe Price (TROW) | 0.1 | $1.6M | NEW | 14k | 113.58 | |
| Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | -10% | 40k | 40.79 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $1.6M | +9% | 43k | 37.91 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | 6.9k | 223.84 | ||
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $1.5M | -6% | 34k | 45.68 | |
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.5M | +19% | 99k | 15.58 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | +61% | 5.5k | 280.31 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.5M | 25k | 62.10 | ||
| Dow (DOW) | 0.1 | $1.5M | +9% | 30k | 51.61 | |
| Bank of America Corporation (BAC) | 0.1 | $1.5M | +19% | 49k | 31.12 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 7.1k | 213.25 | ||
| Paramount Global Class B Com (PARA) | 0.1 | $1.5M | +11% | 61k | 24.68 | |
| Capital One Financial (COF) | 0.1 | $1.5M | 14k | 104.20 | ||
| Starwood Property Trust (STWD) | 0.1 | $1.5M | +9% | 71k | 20.89 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | +2% | 37k | 39.23 | |
| Ci Financial Corp (CIXX) | 0.1 | $1.4M | +13% | 129k | 10.62 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.4M | +4% | 15k | 91.12 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.4M | 17k | 83.24 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.3M | 24k | 56.30 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.3M | +59% | 13k | 101.68 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $1.3M | +8% | 63k | 21.08 | |
| Meta Platforms Cl A (META) | 0.1 | $1.3M | +5% | 8.2k | 161.22 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | +32% | 5.8k | 226.24 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $1.3M | -3% | 26k | 50.09 | |
| At&t (T) | 0.1 | $1.3M | +26% | 60k | 20.96 | |
| Primis Financial Corp (FRST) | 0.1 | $1.3M | 92k | 13.63 | ||
| Nike CL B (NKE) | 0.1 | $1.2M | +6% | 12k | 102.22 | |
| Automatic Data Processing (ADP) | 0.1 | $1.2M | 5.8k | 210.03 | ||
| Xerox Holdings Corp Com New (XRX) | 0.0 | $1.2M | +14% | 80k | 14.85 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2M | +42% | 28k | 41.65 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.2M | +16% | 2.1k | 543.14 | |
| Invesco Exchange Traded Fd T S&p500 Eql Utl (RYU) | 0.0 | $1.1M | -11% | 10k | 114.24 | |
| Goldman Sachs (GS) | 0.0 | $1.1M | -2% | 3.8k | 297.18 | |
| Stryker Corporation (SYK) | 0.0 | $1.1M | -4% | 5.6k | 199.01 | |
| Deere & Company (DE) | 0.0 | $1.1M | 3.7k | 299.46 | ||
| Becton, Dickinson and (BDX) | 0.0 | $1.1M | +2% | 4.4k | 246.45 | |
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) | 0.0 | $1.1M | -11% | 6.6k | 165.68 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.1M | 13k | 80.17 | ||
| 3M Company (MMM) | 0.0 | $1.0M | +8% | 8.1k | 129.39 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $1.0M | +45% | 21k | 49.18 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.0M | 5.0k | 206.40 | ||
| Kinsale Cap Group (KNSL) | 0.0 | $1.0M | 4.4k | 229.60 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $988k | -27% | 17k | 58.86 | |
| NewMarket Corporation (NEU) | 0.0 | $986k | 3.3k | 301.07 | ||
| Progressive Corporation (PGR) | 0.0 | $966k | +20% | 8.3k | 116.32 | |
| Acuity Brands (AYI) | 0.0 | $958k | 6.2k | 153.99 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $948k | +4% | 11k | 85.34 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $947k | 14k | 70.18 | ||
| Air Products & Chemicals (APD) | 0.0 | $946k | +2% | 3.9k | 240.59 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $942k | -5% | 20k | 48.31 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $935k | +11% | 13k | 73.59 | |
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $915k | +12% | 20k | 44.93 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $904k | +71% | 20k | 44.66 | |
| Indexiq Etf Tr Iq Hedgmkt Nut (QMN) | 0.0 | $894k | -16% | 36k | 24.98 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $880k | -24% | 11k | 80.01 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $864k | -17% | 19k | 44.99 | |
| Albemarle Corporation (ALB) | 0.0 | $853k | 4.1k | 208.91 | ||
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $852k | +13% | 40k | 21.19 | |
| Cigna Corp (CI) | 0.0 | $849k | +26% | 3.2k | 263.42 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $845k | +6% | 6.2k | 136.22 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $839k | 3.0k | 281.92 | ||
| Boeing Company (BA) | 0.0 | $838k | +2% | 6.1k | 136.77 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $836k | +31% | 11k | 76.79 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $834k | 3.4k | 246.16 | ||
| Exchange Traded Concepts Tr Robo Glb Artif (THNQ) | 0.0 | $831k | +14% | 31k | 26.49 | |
| Canadian Pacific Railway (CP) | 0.0 | $828k | 12k | 69.87 | ||
| ConocoPhillips (COP) | 0.0 | $820k | +4% | 9.1k | 89.85 | |
| West Pharmaceutical Services (WST) | 0.0 | $814k | 2.7k | 302.49 | ||
| Starbucks Corporation (SBUX) | 0.0 | $808k | -37% | 11k | 76.38 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $805k | +11% | 30k | 27.00 | |
| F.N.B. Corporation (FNB) | 0.0 | $782k | 72k | 10.86 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $775k | +15% | 8.5k | 91.26 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $771k | +4% | 6.6k | 117.71 | |
| eBay (EBAY) | 0.0 | $765k | -89% | 18k | 41.69 | |
| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.0 | $752k | -63% | 26k | 28.76 | |
| L3harris Technologies (LHX) | 0.0 | $752k | +9% | 3.1k | 241.72 | |
| Hubbell (HUBB) | 0.0 | $746k | +5% | 4.2k | 178.51 | |
| CSX Corporation (CSX) | 0.0 | $741k | +24% | 26k | 29.04 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $738k | 15k | 49.96 | ||
| Altria (MO) | 0.0 | $723k | +4% | 17k | 41.75 | |
| Emerson Electric (EMR) | 0.0 | $714k | +7% | 9.0k | 79.57 | |
| Carlyle Group (CG) | 0.0 | $708k | -5% | 22k | 31.66 | |
| Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.0 | $701k | 24k | 28.68 | ||
| Us Bancorp Del Com New (USB) | 0.0 | $691k | +5% | 15k | 46.01 | |
| Diageo Spon Adr New (DEO) | 0.0 | $686k | 3.9k | 174.16 | ||
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $683k | 1.0k | 653.59 | ||
| Alcon Ord Shs (ALC) | 0.0 | $673k | 9.6k | 69.86 | ||
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $672k | 16k | 42.18 | ||
| Target Corporation (TGT) | 0.0 | $650k | +55% | 4.6k | 141.12 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $647k | +24% | 2.3k | 277.80 | |
| Valero Energy Corporation (VLO) | 0.0 | $643k | +95% | 6.0k | 106.33 | |
| SYSCO Corporation (SYY) | 0.0 | $631k | 7.4k | 84.75 | ||
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $613k | 22k | 28.22 | ||
| Hershey Company (HSY) | 0.0 | $612k | 2.8k | 215.11 | ||
| United Parcel Service CL B (UPS) | 0.0 | $604k | +2% | 3.3k | 182.59 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $603k | 21k | 29.44 | ||
| General Dynamics Corporation (GD) | 0.0 | $591k | 2.7k | 221.10 | ||
| Micron Technology (MU) | 0.0 | $582k | +9% | 11k | 55.23 | |
| Medtronic SHS (MDT) | 0.0 | $574k | +8% | 6.4k | 89.70 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $572k | +132% | 4.0k | 143.39 | |
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.0 | $572k | -47% | 14k | 40.56 | |
| Invesco Actively Managed Etf Total Return (GTO) | 0.0 | $569k | -12% | 12k | 48.19 | |
| Linde SHS (LIN) | 0.0 | $569k | 2.0k | 287.66 | ||
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $565k | 15k | 38.97 | ||
| Renasant (RNST) | 0.0 | $562k | 20k | 28.79 | ||
| American National BankShares (AMNB) | 0.0 | $560k | +12% | 16k | 34.63 | |
| Silvercrest Asset Mgmt Group Cl A (SAMG) | 0.0 | $558k | +10% | 34k | 16.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $552k | +4% | 6.8k | 81.69 | |
| Citigroup Com New (C) | 0.0 | $551k | +10% | 12k | 45.98 | |
| FedEx Corporation (FDX) | 0.0 | $550k | +9% | 2.4k | 226.80 | |
| Rayonier (RYN) | 0.0 | $539k | 14k | 37.37 | ||
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $535k | -28% | 3.3k | 163.01 | |
| McGrath Rent (MGRC) | 0.0 | $529k | NEW | 7.0k | 76.03 | |
| CarMax (KMX) | 0.0 | $528k | 5.8k | 90.43 | ||
| S&p Global (SPGI) | 0.0 | $527k | +11% | 1.6k | 336.96 | |
| W.W. Grainger (GWW) | 0.0 | $525k | 1.2k | 454.55 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $522k | +5% | 5.6k | 92.60 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $518k | 7.2k | 71.64 | ||
| Agnico (AEM) | 0.0 | $512k | 11k | 45.72 | ||
| Moderna (MRNA) | 0.0 | $507k | +12% | 3.6k | 142.82 | |
| Allstate Corporation (ALL) | 0.0 | $505k | +65% | 4.0k | 126.66 | |
| Abiomed (ABMD) | 0.0 | $504k | 2.0k | 247.54 | ||
| Eaton Corp SHS (ETN) | 0.0 | $500k | +2% | 4.0k | 125.94 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $496k | +6% | 6.6k | 75.04 | |
| Vaneck Etf Trust Investment Grd (FLTR) | 0.0 | $494k | -26% | 20k | 24.69 | |
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $492k | 5.9k | 83.42 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $492k | +41% | 3.6k | 136.06 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $491k | -4% | 8.1k | 60.41 | |
| Realty Income (O) | 0.0 | $488k | 7.2k | 68.25 | ||
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $486k | 9.9k | 48.97 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $482k | 2.2k | 217.51 | ||
| Digital Realty Trust (DLR) | 0.0 | $476k | +33% | 3.7k | 129.70 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $472k | 4.1k | 114.87 | ||
| Ameriprise Financial (AMP) | 0.0 | $461k | 1.9k | 237.51 | ||
| Dollar General (DG) | 0.0 | $460k | +10% | 1.9k | 245.33 | |
| Carrier Global Corporation (CARR) | 0.0 | $459k | 13k | 35.63 | ||
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $456k | -6% | 7.8k | 58.34 | |
| Fortive (FTV) | 0.0 | $456k | +4% | 8.4k | 54.40 | |
| Servicenow (NOW) | 0.0 | $452k | +10% | 951.00 | 475.29 | |
| TJX Companies (TJX) | 0.0 | $450k | 8.1k | 55.80 | ||
| Reliance Steel & Aluminum (RS) | 0.0 | $448k | 2.6k | 169.76 | ||
| Optical Cable Corp Com New (OCC) | 0.0 | $447k | 124k | 3.61 | ||
| Vipshop Holdings Sponsored Ads A (VIPS) | 0.0 | $443k | 45k | 9.88 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $432k | -2% | 3.8k | 113.77 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $429k | 9.7k | 44.32 | ||
| Kroger (KR) | 0.0 | $427k | +2% | 9.0k | 47.33 | |
| Ishares Tr Global Reit Etf (REET) | 0.0 | $423k | 18k | 24.17 | ||
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $415k | +5% | 11k | 38.99 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $415k | 6.5k | 63.71 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $414k | 4.7k | 88.94 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $413k | +2% | 5.8k | 70.72 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $412k | -2% | 3.5k | 118.66 | |
| Exelon Corporation (EXC) | 0.0 | $410k | 9.0k | 45.37 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $407k | 11k | 36.79 | ||
| Wells Fargo & Company (WFC) | 0.0 | $401k | -5% | 10k | 39.22 | |
| TreeHouse Foods (THS) | 0.0 | $401k | 9.6k | 41.77 | ||
| Fortune Brands (FBHS) | 0.0 | $397k | 6.6k | 59.85 | ||
| Cbre Group Cl A (CBRE) | 0.0 | $396k | 5.4k | 73.58 | ||
| NetApp (NTAP) | 0.0 | $396k | +54% | 6.1k | 65.16 | |
| Ross Stores (ROST) | 0.0 | $394k | -15% | 5.6k | 70.18 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $393k | NEW | 5.5k | 71.58 | |
| Copart (CPRT) | 0.0 | $390k | 3.6k | 108.54 | ||
| Travelers Companies (TRV) | 0.0 | $385k | 2.3k | 169.16 | ||
| Fidus Invt (FDUS) | 0.0 | $383k | 22k | 17.45 | ||
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $381k | 12k | 33.16 | ||
| Intuit (INTU) | 0.0 | $381k | +10% | 989.00 | 385.24 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $380k | 7.3k | 52.30 | ||
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.0 | $379k | -6% | 9.3k | 40.86 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $378k | -17% | 11k | 35.84 | |
| American Electric Power Company (AEP) | 0.0 | $376k | +12% | 3.9k | 95.99 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $374k | +30% | 8.7k | 43.12 | |
| BlackRock (BLK) | 0.0 | $373k | +13% | 612.00 | 609.48 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $373k | 1.9k | 200.54 | ||
| Church & Dwight (CHD) | 0.0 | $371k | 4.0k | 92.75 | ||
| Willis Towers Watson SHS (WTW) | 0.0 | $371k | 1.9k | 197.13 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $367k | 3.0k | 121.77 | ||
| Applied Materials (AMAT) | 0.0 | $357k | +18% | 3.9k | 90.98 | |
| Sonoco Products Company (SON) | 0.0 | $356k | 6.2k | 57.10 | ||
| Citizens Financial (CFG) | 0.0 | $353k | 9.9k | 35.72 | ||
| Ingredion Incorporated (INGR) | 0.0 | $350k | -8% | 4.0k | 88.05 | |
| Msa Safety Inc equity (MSA) | 0.0 | $347k | 2.9k | 121.16 | ||
| Opko Health (OPK) | 0.0 | $344k | NEW | 136k | 2.53 | |
| Consolidated Edison (ED) | 0.0 | $344k | 3.6k | 95.03 | ||
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $341k | -6% | 28k | 12.34 | |
| SEI Investments Company (SEIC) | 0.0 | $339k | 6.3k | 53.99 | ||
| Uber Technologies (UBER) | 0.0 | $338k | +25% | 17k | 20.44 | |
| Nutrien (NTR) | 0.0 | $338k | 4.2k | 79.60 | ||
| Bwx Technologies (BWXT) | 0.0 | $333k | -9% | 6.0k | 55.13 | |
| PPG Industries (PPG) | 0.0 | $332k | -5% | 2.9k | 114.40 | |
| Xcel Energy (XEL) | 0.0 | $328k | +50% | 4.6k | 70.86 | |
| Ford Motor Company (F) | 0.0 | $327k | +30% | 29k | 11.13 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $323k | +4% | 2.5k | 129.46 | |
| Ball Corporation (BALL) | 0.0 | $322k | 4.7k | 68.79 | ||
| Keurig Dr Pepper (KDP) | 0.0 | $320k | 9.0k | 35.41 | ||
| Equifax (EFX) | 0.0 | $320k | +2% | 1.8k | 182.86 | |
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $317k | 6.2k | 51.54 | ||
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $317k | 3.9k | 81.66 | ||
| Kla Corp Com New (KLAC) | 0.0 | $315k | +17% | 986.00 | 319.47 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $314k | -13% | 2.8k | 113.81 | |
| Crown Castle Intl (CCI) | 0.0 | $308k | 1.8k | 168.58 | ||
| Corning Incorporated (GLW) | 0.0 | $305k | 9.7k | 31.55 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $303k | +4% | 2.3k | 134.13 | |
| Paypal Holdings (PYPL) | 0.0 | $301k | +5% | 4.3k | 69.79 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $300k | NEW | 22k | 13.42 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $299k | 21k | 14.17 | ||
| Graphic Packaging Holding Company (GPK) | 0.0 | $298k | -8% | 15k | 20.53 | |
| Markel Corporation (MKL) | 0.0 | $294k | NEW | 227.00 | 1295.15 | |
| Illinois Tool Works (ITW) | 0.0 | $293k | 1.6k | 182.10 | ||
| Phillips 66 (PSX) | 0.0 | $290k | +8% | 3.5k | 81.94 | |
| Omni (OMC) | 0.0 | $290k | 4.6k | 63.62 | ||
| Celanese Corporation (CE) | 0.0 | $290k | 2.5k | 117.41 | ||
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $287k | 5.8k | 49.10 | ||
| Rockwell Automation (ROK) | 0.0 | $285k | 1.4k | 199.44 | ||
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $285k | 969.00 | 294.12 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $283k | -20% | 2.6k | 109.99 | |
| DaVita (DVA) | 0.0 | $280k | 3.5k | 80.00 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $280k | 910.00 | 307.69 | ||
| Analog Devices (ADI) | 0.0 | $278k | -4% | 1.9k | 146.09 | |
| Enbridge (ENB) | 0.0 | $276k | +21% | 6.5k | 42.25 | |
| Ametek (AME) | 0.0 | $275k | 2.5k | 109.78 | ||
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $272k | 4.5k | 60.88 | ||