Smith Shellnut Wilson as of Sept. 30, 2025
Portfolio Holdings for Smith Shellnut Wilson
Smith Shellnut Wilson holds 143 positions in its portfolio as reported in the September 2025 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 | $22M | 36k | 612.38 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $21M | 31k | 669.30 | |
| Oracle Corporation (ORCL) | 7.2 | $19M | 67k | 281.24 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.4 | $14M | 97k | 145.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.0 | $13M | 22k | 600.37 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 4.2 | $11M | 108k | 100.25 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.7 | $9.6M | 93k | 103.07 | |
| Apple (AAPL) | 3.4 | $8.9M | 35k | 254.63 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.0 | $7.9M | 121k | 65.26 | |
| Microsoft Corporation (MSFT) | 2.5 | $6.6M | 13k | 517.94 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $5.2M | 59k | 87.31 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.9 | $5.1M | 21k | 247.12 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.7 | $4.5M | 20k | 222.17 | |
| Johnson & Johnson (JNJ) | 1.7 | $4.3M | 23k | 185.42 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $4.1M | 35k | 118.83 | |
| NVIDIA Corporation (NVDA) | 1.4 | $3.6M | 19k | 186.58 | |
| Lowe's Companies (LOW) | 1.3 | $3.3M | 13k | 251.31 | |
| Bank of America Corporation (BAC) | 1.1 | $2.9M | 56k | 51.59 | |
| Pepsi (PEP) | 1.1 | $2.9M | 21k | 140.44 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.1 | $2.8M | 49k | 57.52 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.1 | $2.8M | 88k | 31.62 | |
| Wells Fargo & Company (WFC) | 1.0 | $2.6M | 31k | 83.82 | |
| Ishares Tr Select Divid Etf (DVY) | 1.0 | $2.5M | 18k | 142.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.5M | 10k | 243.55 | |
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.9 | $2.3M | 30k | 76.34 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.8 | $2.2M | 23k | 95.89 | |
| Amazon (AMZN) | 0.8 | $2.1M | 9.7k | 219.57 | |
| AFLAC Incorporated (AFL) | 0.8 | $2.1M | 19k | 111.70 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.8 | $2.1M | 16k | 129.72 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.8 | $2.0M | 8.5k | 236.06 | |
| Meta Platforms Cl A (META) | 0.7 | $1.9M | 2.6k | 734.38 | |
| Broadcom (AVGO) | 0.7 | $1.8M | 5.5k | 329.91 | |
| Business First Bancshares (BFST) | 0.6 | $1.7M | 71k | 23.61 | |
| Sterling Construction Company (STRL) | 0.6 | $1.7M | 4.9k | 339.68 | |
| McDonald's Corporation (MCD) | 0.6 | $1.6M | 5.4k | 303.89 | |
| Renasant (RNST) | 0.6 | $1.6M | 44k | 36.89 | |
| Coca-Cola Company (KO) | 0.6 | $1.6M | 24k | 66.32 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.5M | 4.1k | 355.47 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.4M | 14k | 103.06 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.5 | $1.4M | 11k | 121.06 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.3M | 1.4k | 925.63 | |
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.5 | $1.3M | 33k | 40.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.3M | 5.2k | 243.10 | |
| Vivakor Com New (VIVK) | 0.5 | $1.3M | 3.0M | 0.42 | |
| Regions Financial Corporation (RF) | 0.4 | $1.1M | 43k | 26.37 | |
| Procter & Gamble Company (PG) | 0.4 | $1.1M | 7.2k | 153.65 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.4 | $1.1M | 13k | 81.94 | |
| Kkr & Co (KKR) | 0.4 | $1.1M | 8.4k | 129.95 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.0M | 9.3k | 112.75 | |
| Jack Henry & Associates (JKHY) | 0.4 | $1.0M | 7.0k | 148.93 | |
| Abbvie (ABBV) | 0.4 | $1.0M | 4.4k | 231.54 | |
| FedEx Corporation (FDX) | 0.4 | $1.0M | 4.3k | 235.81 | |
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.4 | $1.0M | 29k | 35.28 | |
| Philip Morris International (PM) | 0.4 | $991k | 6.1k | 162.20 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $947k | 3.0k | 315.43 | |
| Cintas Corporation (CTAS) | 0.3 | $865k | 4.2k | 205.26 | |
| International Business Machines (IBM) | 0.3 | $809k | 2.9k | 282.16 | |
| Automatic Data Processing (ADP) | 0.3 | $735k | 2.5k | 293.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $712k | 1.1k | 666.18 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $686k | 709.00 | 968.09 | |
| W.W. Grainger (GWW) | 0.3 | $668k | 701.00 | 952.96 | |
| Abbott Laboratories (ABT) | 0.3 | $658k | 4.9k | 133.94 | |
| Ge Vernova (GEV) | 0.2 | $636k | 1.0k | 614.90 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $617k | 2.6k | 241.96 | |
| Visa Com Cl A (V) | 0.2 | $608k | 1.8k | 341.38 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $599k | 6.6k | 91.42 | |
| Tesla Motors (TSLA) | 0.2 | $594k | 1.3k | 444.72 | |
| Caterpillar (CAT) | 0.2 | $589k | 1.2k | 477.15 | |
| SYSCO Corporation (SYY) | 0.2 | $574k | 7.0k | 82.34 | |
| S&p Global (SPGI) | 0.2 | $565k | 1.2k | 486.71 | |
| Nike CL B (NKE) | 0.2 | $556k | 8.0k | 69.73 | |
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.2 | $553k | 7.8k | 70.97 | |
| Altria (MO) | 0.2 | $545k | 8.2k | 66.06 | |
| Linde SHS (LIN) | 0.2 | $533k | 1.1k | 475.00 | |
| Medpace Hldgs (MEDP) | 0.2 | $495k | 963.00 | 514.16 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $483k | 1.4k | 352.75 | |
| Qualcomm (QCOM) | 0.2 | $482k | 2.9k | 166.36 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $456k | 802.00 | 568.81 | |
| 3M Company (MMM) | 0.2 | $452k | 2.9k | 155.18 | |
| Illinois Tool Works (ITW) | 0.2 | $445k | 1.7k | 260.76 | |
| Sherwin-Williams Company (SHW) | 0.2 | $442k | 1.3k | 346.26 | |
| Chevron Corporation (CVX) | 0.2 | $436k | 2.8k | 155.29 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $434k | 6.9k | 62.47 | |
| Enova Intl (ENVA) | 0.2 | $434k | 3.8k | 115.09 | |
| Pentair SHS (PNR) | 0.2 | $425k | 3.8k | 110.76 | |
| General Dynamics Corporation (GD) | 0.2 | $423k | 1.2k | 341.00 | |
| Stonex Group (SNEX) | 0.2 | $418k | 4.1k | 100.92 | |
| Cardinal Health (CAH) | 0.2 | $416k | 2.6k | 156.96 | |
| Emerson Electric (EMR) | 0.2 | $402k | 3.1k | 131.18 | |
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $401k | 4.8k | 83.11 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $396k | 650.00 | 609.32 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $389k | 6.5k | 59.74 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $387k | 2.4k | 158.10 | |
| Hancock Holding Company (HWC) | 0.1 | $384k | 6.1k | 62.61 | |
| Netflix (NFLX) | 0.1 | $373k | 311.00 | 1198.92 | |
| Clorox Company (CLX) | 0.1 | $373k | 3.0k | 123.30 | |
| Hp (HPQ) | 0.1 | $366k | 13k | 27.23 | |
| Goldman Sachs (GS) | 0.1 | $353k | 443.00 | 796.35 | |
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $350k | 3.4k | 102.87 | |
| Entergy Corporation (ETR) | 0.1 | $350k | 3.8k | 93.19 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $340k | 6.0k | 56.47 | |
| Dover Corporation (DOV) | 0.1 | $338k | 2.0k | 166.83 | |
| Atmos Energy Corporation (ATO) | 0.1 | $336k | 2.0k | 170.75 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $327k | 2.0k | 165.72 | |
| Commerce Bancshares (CBSH) | 0.1 | $327k | 5.5k | 59.76 | |
| Amgen (AMGN) | 0.1 | $323k | 1.1k | 282.20 | |
| Ecolab (ECL) | 0.1 | $318k | 1.2k | 273.86 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $317k | 13k | 24.56 | |
| AmerisourceBergen (COR) | 0.1 | $313k | 1.0k | 312.53 | |
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $303k | 7.9k | 38.36 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $301k | 7.0k | 42.95 | |
| Merck & Co (MRK) | 0.1 | $295k | 3.5k | 83.93 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $284k | 3.7k | 76.62 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $273k | 2.8k | 97.08 | |
| Cisco Systems (CSCO) | 0.1 | $271k | 4.0k | 68.42 | |
| Nucor Corporation (NUE) | 0.1 | $267k | 2.0k | 135.43 | |
| Air Products & Chemicals (APD) | 0.1 | $266k | 974.00 | 272.72 | |
| Procure Etf Trust Ii Space Etf (UFO) | 0.1 | $264k | 7.4k | 35.67 | |
| Church & Dwight (CHD) | 0.1 | $255k | 2.9k | 87.63 | |
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.1 | $255k | 3.4k | 74.09 | |
| Roper Industries (ROP) | 0.1 | $253k | 507.00 | 498.69 | |
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $249k | 6.5k | 38.11 | |
| Medtronic SHS (MDT) | 0.1 | $247k | 2.6k | 95.24 | |
| Kadant (KAI) | 0.1 | $246k | 825.00 | 297.58 | |
| Intel Corporation (INTC) | 0.1 | $244k | 7.3k | 33.55 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $242k | 7.6k | 31.91 | |
| Metropcs Communications (TMUS) | 0.1 | $240k | 1.0k | 239.38 | |
| Genuine Parts Company (GPC) | 0.1 | $237k | 1.7k | 138.60 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $233k | 7.4k | 31.42 | |
| Pennymac Financial Services (PFSI) | 0.1 | $229k | 1.9k | 123.88 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $226k | 2.5k | 88.84 | |
| Eaton Corp SHS (ETN) | 0.1 | $222k | 592.00 | 374.25 | |
| Invesco Exchange Traded Fd T Leisure And Ente (PEJ) | 0.1 | $221k | 3.6k | 60.58 | |
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $218k | 8.8k | 24.72 | |
| Onto Innovation (ONTO) | 0.1 | $215k | 1.7k | 129.22 | |
| Ofg Ban (OFG) | 0.1 | $212k | 4.9k | 43.49 | |
| Target Corporation (TGT) | 0.1 | $206k | 2.3k | 89.70 | |
| Trustmark Corporation (TRMK) | 0.1 | $205k | 5.2k | 39.60 | |
| Colgate-Palmolive Company (CL) | 0.1 | $205k | 2.6k | 79.94 | |
| Halliburton Company (HAL) | 0.1 | $202k | 8.2k | 24.60 | |
| Lumentum Hldgs (LITE) | 0.1 | $200k | 1.2k | 162.71 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $118k | 11k | 11.21 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $105k | 13k | 8.20 |