Notify me when SMITH SHELLNUT WILSON LLC /ADV files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 143 | $260,309,835 | +$20,598,332 | -$9,421,851 | +$11,176,481 | VOO, IVV, ORCL, ITOT, QQQ | 13F-HR | 27 Oct 2025, 12:58 |
| Q2 2025 | 138 | $230,586,656 | +$4,315,189 | -$12,176,979 | -$7,861,790 | IVV, VOO, ORCL, QQQ, ITOT | 13F-HR | 05 Aug 2025, 09:19 |
| Q1 2025 | 140 | $218,201,520 | +$5,899,564 | -$4,209,848 | +$1,689,716 | IVV, VOO, QQQ, ITOT, AGG | 13F-HR | 17 Apr 2025, 16:24 |
| Q4 2024 | 146 | $225,906,136 | +$14,476,671 | -$7,471,829 | +$7,004,842 | IVV, VOO, QQQ, ITOT, ORCL | 13F-HR | 04 Mar 2025, 11:21 |
| Q3 2024 | 146 | $221,228,767 | +$9,149,296 | -$5,916,383 | +$3,232,913 | IVV, VOO, ITOT, QQQ, ORCL | 13F-HR | 31 Oct 2024, 13:44 |
| Q2 2024 | 139 | $205,983,698 | +$15,233,859 | -$3,442,066 | +$11,791,793 | IVV, VOO, ITOT, QQQ, NOBL | 13F-HR | 26 Jul 2024, 14:37 |
| Q1 2024 | 131 | $188,606,294 | +$9,545,395 | -$1,309,012 | +$8,236,383 | IVV, ITOT, QQQ, NOBL, VOO | 13F-HR | 01 May 2024, 16:52 |
| Q4 2023 | 126 | $174,334,253 | +$3,209,017 | -$8,173,587 | -$4,964,570 | IVV, ITOT, QQQ, NOBL, VOO | 13F-HR | 21 Feb 2024, 10:51 |
| Q3 2023 | 125 | $163,431,292 | +$2,388,342 | -$8,405,734 | -$6,017,392 | IVV, NOBL, ITOT, QQQ, VOO | 13F-HR | 14 Nov 2023, 16:49 |
| Q2 2023 | 129 | $177,329,471 | +$6,186,325 | -$3,628,649 | +$2,557,676 | IVV, NOBL, ITOT, QQQ, ORCL | 13F-HR | 04 Aug 2023, 14:18 |
| Q1 2023 | 128 | $164,536,843 | +$1,803,256 | -$5,078,356 | -$3,275,100 | IVV, NOBL, ITOT, QQQ, ORCL | 13F-HR | 12 May 2023, 12:01 |
| Q4 2022 | 131 | $161,966,186 | +$26,584,532 | -$26,360,955 | +$223,577 | IVV, NOBL, ITOT, QQQ, FUTY | 13F-HR | 13 Feb 2023, 16:57 |
| Q3 2022 | 122 | $150,410,000 | +$26,713,262 | -$28,325,642 | -$1,612,380 | IVV, NOBL, ITOT, QQQ, FUTY | 13F-HR | 03 Nov 2022, 15:22 |
| Q2 2022 | 126 | $161,480,000 | +$6,120,481 | -$10,218,916 | -$4,098,435 | IVV, NOBL, ITOT, QQQ, FUTY | 13F-HR | 02 Aug 2022, 14:00 |
| Q1 2022 | 142 | $191,052,000 | +$13,253,555 | -$14,264,731 | -$1,011,176 | IVV, NOBL, QQQ, ITOT, FUTY | 13F-HR | 02 May 2022, 13:41 |
| Q4 2021 | 146 | $201,948,000 | +$18,705,690 | -$6,229,410 | +$12,476,280 | IVV, QQQ, NOBL, ITOT, IJH | 13F-HR | 03 Feb 2022, 16:28 |
| Q3 2021 | 156 | $172,821,000 | +$12,174,314 | -$10,117,104 | +$2,057,210 | IVV, QQQ, ITOT, NOBL, IJH | 13F-HR | 12 Nov 2021, 14:13 |
| Q2 2021 | 163 | $171,864,000 | +$6,342,609 | -$8,353,059 | -$2,010,450 | IVV, QQQ, NOBL, ITOT, IJH | 13F-HR | 12 Aug 2021, 13:20 |
| Q1 2021 | 156 | $163,807,000 | +$9,041,678 | -$23,470,173 | -$14,428,495 | IVV, QQQ, NOBL, ITOT, IJH | 13F-HR | 06 Apr 2021, 14:22 |
| Q4 2020 | 149 | $167,748,000 | +$9,878,940 | -$7,881,082 | +$1,997,858 | IVV, QQQ, ITOT, NOBL, JNJ | 13F-HR | 05 Feb 2021, 16:28 |
| Q3 2020 | 136 | $132,038,088 | +$8,806,492 | -$4,712,454 | +$4,094,038 | IVV, QQQ, NOBL, JNJ, FUTY | 13F-HR | 12 Nov 2020, 16:59 |
| Q2 2020 | 131 | $139,601,000 | +$2,243,462 | -$920,043 | +$1,323,419 | IVV, FUTY, QQQ, NOBL, JNJ | 13F-HR | 26 Aug 2020, 17:16 |
| Q1 2020 | 124 | $119,240,000 | +$11,374,081 | -$14,011,237 | -$2,637,156 | IVV, FUTY, JNJ, QQQ, NOBL | 13F-HR | 20 Apr 2020, 15:45 |
| Q4 2019 | 135 | $150,049,000 | +$7,090,669 | -$1,037,726 | +$6,052,943 | IVV, NOBL, JNJ, QQQ, PEP | 13F-HR | 05 Feb 2020, 11:58 |
| Q3 2019 | 128 | $135,014,000 | +$2,167,750 | -$2,617,523 | -$449,773 | IVV, NOBL, JNJ, PEP, QQQ | 13F-HR | 06 Nov 2019, 16:20 |
| Q2 2019 | 128 | $133,140,000 | +$12,156,714 | -$8,142,749 | +$4,013,965 | IVV, NOBL, JNJ, QQQ, PEP | 13F-HR | 14 Aug 2019, 09:54 |
| Q1 2019 | 133 | $126,330,000 | +$25,825,062 | -$3,508,193 | +$22,316,869 | IVV, NOBL, JNJ, QQQ, PEP | Restatement | 13 May 2019, 18:01 |
| Q4 2018 | 112 | $93,331,000 | +$9,991,366 | -$13,769,682 | -$3,778,316 | IVV, JNJ, NOBL, PEP, QQQ | 13F-HR | 13 Feb 2019, 11:43 |
| Q3 2018 | 118 | $111,680,000 | +$8,711,200 | -$22,517,607 | -$13,806,407 | IVV, JNJ, QQQ, NOBL, PEP | 13F-HR | 09 Oct 2018, 11:16 |
| Q1 2018 | 119 | $116,345,000 | +$16,236,037 | -$14,419,632 | +$1,816,405 | IVV, JNJ, QQQ, NOBL, IWF | 13F-HR | 24 Apr 2018, 17:04 |
| Q4 2017 | 124 | $118,178,000 | +$3,627,639 | -$5,878,628 | -$2,250,989 | IVV, JNJ, PEP, NOBL, IWF | 13F-HR | 22 Feb 2018, 10:51 |
| Q3 2017 | 128 | $113,523,000 | +$30,068,078 | -$21,635,419 | +$8,432,659 | IVV, DVY, JNJ, PEP, IWF | 13F-HR | 17 Nov 2017, 15:39 |
| Q2 2017 | 128 | $85,968,000 | +$12,414,302 | -$15,500,609 | -$3,086,307 | IWM, IVV, JNJ, DVY, PEP | 13F-HR | 11 Jul 2017, 14:23 |
| Q1 2017 | 119 | $108,444,000 | +$2,674,915 | -$3,232,287 | -$557,372 | IVV, IWM, DVY, JNJ, PEP | 13F-HR | 06 Apr 2017, 17:24 |
| Q4 2016 | 126 | $103,893,000 | $0 | $0 | $0 | IVV, IWM, DVY, JNJ, PEP | 13F-HR | 13 Feb 2017, 12:25 |