| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR S&P 500 INDEX | 30 | Q2 2024 | 15.8% |
| PROSHARES S&P500 ARISTOCRATS | 30 | Q2 2024 | 7.1% |
| JOHNSON & JOHNSON | 30 | Q2 2024 | 5.7% |
| ORACLE CORP | 30 | Q2 2024 | 4.5% |
| PEPSICO INC | 30 | Q2 2024 | 4.6% |
| ISHARES TR | 30 | Q2 2024 | 5.2% |
| APPLE INC | 30 | Q2 2024 | 3.5% |
| LOWES COS INC | 30 | Q2 2024 | 2.6% |
| MICROSOFT CORP COM | 30 | Q2 2024 | 2.5% |
| COCA COLA CO | 30 | Q2 2024 | 2.5% |
View SMITH SHELLNUT WILSON LLC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-29 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-21 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
View SMITH SHELLNUT WILSON LLC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.