$118 Million is the total value of SMITH SHELLNUT WILSON LLC /ADV's 124 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INC COM | $216,000 | – | 185 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR S&P 500 INDEX | 27 | Q3 2023 | 15.8% |
| PROSHARES S&P500 ARISTOCRATS | 27 | Q3 2023 | 7.1% |
| JOHNSON & JOHNSON | 27 | Q3 2023 | 5.7% |
| ORACLE CORP | 27 | Q3 2023 | 4.4% |
| PEPSICO INC | 27 | Q3 2023 | 4.6% |
| ISHARES TR | 27 | Q3 2023 | 5.2% |
| APPLE INC | 27 | Q3 2023 | 3.5% |
| LOWES COS INC | 27 | Q3 2023 | 2.6% |
| COCA COLA CO | 27 | Q3 2023 | 2.5% |
| MICROSOFT CORP COM | 27 | Q3 2023 | 2.2% |
View SMITH SHELLNUT WILSON LLC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-03 |
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.