Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SMITH SHELLNUT WILSON LLC /ADV (CIK 944317) reported $260.3M across 143 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: VOO ($21.7M, 8.35%), IVV ($20.6M, 7.91%), ORCL ($18.7M, 7.19%), ITOT ($14.2M, 5.44%), QQQ ($12.9M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $21.7M | 8.35% | 35,485 | Added |
| 2 | IVV | ISHARES TR | $20.6M | 7.91% | 30,753 | Added |
| 3 | ORCL | ORACLE CORP | $18.7M | 7.19% | 66,569 | Added |
| 4 | ITOT | ISHARES TR | $14.2M | 5.44% | 97,258 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $12.9M | 4.95% | 21,476 | Trimmed |
| 6 | AGG | ISHARES TR | $10.8M | 4.16% | 108,042 | Added |
| 7 | NOBL | PROSHARES TR | $9.6M | 3.67% | 92,799 | Trimmed |
| 8 | AAPL | APPLE INC | $8.9M | 3.40% | 34,809 | Added |
| 9 | IJH | ISHARES TR | $7.9M | 3.03% | 120,975 | Added |
| 10 | MSFT | MICROSOFT CORP | $6.6M | 2.55% | 12,803 | Added |
| 11 | IEFA | ISHARES TR | $5.2M | 1.98% | 59,043 | Added |
| 12 | QQQM | INVESCO EXCH TRADED FD TR II | $5.1M | 1.95% | 20,537 | Added |
| 13 | FTEC | FIDELITY COVINGTON TRUST | $4.5M | 1.73% | 20,284 | Added |
| 14 | JNJ | JOHNSON & JOHNSON | $4.3M | 1.65% | 23,172 | Added |
| 15 | IJR | ISHARES TR | $4.1M | 1.58% | 34,618 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $3.6M | 1.37% | 19,131 | Added |
| 17 | LOW | LOWES COS INC | $3.3M | 1.25% | 12,973 | Trimmed |
| 18 | BAC | BANK AMERICA CORP | $2.9M | 1.11% | 56,128 | Added |
| 19 | PEP | PEPSICO INC | $2.9M | 1.10% | 20,472 | Trimmed |
| 20 | XLG | INVESCO EXCHANGE TRADED FD T | $2.8M | 1.08% | 48,725 | Added |
| 21 | PFF | ISHARES TR | $2.8M | 1.07% | 87,719 | Added |
| 22 | WFC | WELLS FARGO CO NEW | $2.6M | 1.00% | 30,922 | Added |
| 23 | DVY | ISHARES TR | $2.5M | 0.96% | 17,677 | Trimmed |
| 24 | GOOG | ALPHABET INC | $2.5M | 0.95% | 10,130 | Added |
| 25 | FNCL | FIDELITY COVINGTON TRUST | $2.3M | 0.87% | 29,556 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30