SMITH SHELLNUT WILSON LLC /ADV

CIK: 0000944317SEC EDGAR →

Portfolio Value

$260.3M

Holdings

0

As of

Q3 2025

New Positions

0

Closed Positions

138

Top 10 Holdings

RankStockSharesValue% of Portfolio

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

IVVCLOSED
$19.1M
VOOCLOSED
$18.6M
ORCLCLOSED
$14.3M
QQQCLOSED
$14.2M
ITOTCLOSED
$13.2M

Closed Positions (138)

$19.1M · 31K shares
$18.6M · 33K shares
$14.3M · 65K shares
$14.2M · 26K shares
$13.2M · 98K shares
$10.6M · 107K shares
$9.7M · 96K shares
$6.5M · 32K shares
$5.7M · 92K shares
$5.6M · 11K shares
$4.7M · 56K shares
$4.2M · 18K shares
$3.4M · 22K shares
$3.0M · 15K shares
$2.9M · 13K shares
$2.7M · 21K shares
$2.7M · 56K shares
$2.6M · 85K shares
$2.5M · 23K shares
$2.5M · 31K shares
$2.4M · 46K shares
VIVAKOR INC
$2.4M · 3.0M shares
$2.4M · 18K shares
$2.3M · 31K shares
$2.2M · 14K shares
$2.1M · 23K shares
$2.0M · 17K shares
$2.0M · 19K shares
ALPHABET INC - CL C
$1.8M · 10K shares
$1.8M · 71K shares
$1.7M · 24K shares
$1.7M · 8K shares
$1.6M · 44K shares
$1.6M · 2K shares
$1.5M · 5K shares
$1.3M · 1K shares
$1.3M · 24K shares
$1.3M · 7K shares
$1.2M · 5K shares
$1.2M · 13K shares
$1.2M · 9K shares
$1.2M · 7K shares
$1.1M · 15K shares
$1.1M · 9K shares
$1.1M · 5K shares
$1.1M · 5K shares
$1.1M · 6K shares
$1.1M · 10K shares
$1.0M · 43K shares
$977K · 29K shares
$973K · 4K shares
$915K · 8K shares
$891K · 857 shares
$853K · 3K shares
$849K · 23K shares
$838K · 3K shares
$760K · 9K shares
$734K · 5K shares
$692K · 4K shares
$645K · 2K shares
$574K · 15K shares
$568K · 709 shares
J P MORGAN CHASE AND CO
$567K · 2K shares
$567K · 8K shares
$562K · 7K shares
$555K · 3K shares
$554K · 1K shares
ADOBE SYS INC COM
$530K · 1K shares
$526K · 1K shares
$496K · 3K shares
$493K · 8K shares
$472K · 3K shares
$472K · 1K shares
$462K · 3K shares
$457K · 3K shares
$457K · 1K shares
$441K · 2K shares
$436K · 3K shares
$431K · 4K shares
$424K · 1K shares
INNOVATOR S&P 500 POWER BUFFER
$422K · 10K shares
$421K · 4K shares
$414K · 3K shares
$406K · 3K shares
$390K · 3K shares
$386K · 730 shares
$374K · 7K shares
$372K · 4K shares
$360K · 3K shares
$359K · 1K shares
$357K · 5K shares
$354K · 5K shares
$353K · 1K shares
$352K · 6K shares
$344K · 2K shares
$340K · 5K shares
$331K · 9K shares
$328K · 13K shares
$325K · 650 shares
$324K · 571 shares
$322K · 1K shares
$319K · 1K shares
$312K · 4K shares
$310K · 2K shares
$310K · 3K shares
$303K · 2K shares
$302K · 963 shares
$300K · 2K shares
$300K · 1K shares
INNOVATOR U.S. EQUITY POWER
$286K · 7K shares
$281K · 3K shares
$277K · 3K shares
INNOVATOR S&P 500 ULTRA BUFF
$277K · 8K shares
$273K · 4K shares
$272K · 4K shares
$272K · 484 shares
$264K · 13K shares
$264K · 3K shares
$262K · 825 shares
$241K · 3K shares
$235K · 2K shares
$229K · 2K shares
$228K · 2K shares
$226K · 3K shares
$225K · 2K shares
$224K · 3K shares
$221K · 165 shares
$218K · 3K shares
$217K · 486 shares
$213K · 7K shares
$210K · 1K shares
$209K · 5K shares
INVESCO DYNAMIC LEISURE AND EN
$207K · 4K shares
$206K · 2K shares
$203K · 700 shares
$200K · 1K shares
$116K · 11K shares
$103K · 13K shares