- New Purchases: FTEC, CAT, QCOM, TSLA, AOS, EXPD, LEG, MRK,
- Added Positions: ITOT, NOBL, IBM, PFE, VZ,
- Reduced Positions: AGG, IJH, IJK, IJJ, IJR, IVV, IVW, IVE, SHY, TLT, BTT, QQQ, ISTB, IJT, LOW, JKHY, MCD, ABBV, IJS, WFC, BND, MDLZ, CTAS, AMGN, MA, MMM, PG, CMCSA, JPM, AFL, ADP, BF.B, RA, PM, SBUX, NFLX, PPG, VTIP, XOM, MJ, JNK, GE, EMLC, BKLN, BSV, IGSB, EMB,
- Sold Out: CSCO, GD, EDV,
For the details of SMITH SHELLNUT WILSON LLC 's stock buys and sells, go to https://www.gurufocus.com/guru/smith+shellnut+wilson+llc+/current-portfolio/portfolio
These are the top 5 holdings of SMITH SHELLNUT WILSON LLC- ISHARES TRUST (AGG) - 5,139 shares, 16.67% of the total portfolio. Shares reduced by 88.19%
- ISHARES TRUST (IJH) - 5,256 shares, 10.86% of the total portfolio. Shares reduced by 81.5%
- ISHARES TRUST (IJJ) - 2,187 shares, 6.21% of the total portfolio. Shares reduced by 86.45%
- ISHARES TRUST (IJR) - 1,105 shares, 6.02% of the total portfolio. Shares reduced by 92.99%
- ISHARES TRUST (IVV) - 37,412 shares, 4.81% of the total portfolio. Shares reduced by 5.4%
Smith Shellnut Wilson Llc initiated holding in FIDELITY COV TRS. The purchase prices were between $82.3 and $99.75, with an estimated average price of $88.83. The stock is now traded at around $96.10. The impact to a portfolio due to this purchase was 1.49%. The holding were 42,398 shares as of .
New Purchase: Tesla Inc (TSLA)Smith Shellnut Wilson Llc initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $408.50. The impact to a portfolio due to this purchase was 0.09%. The holding were 555 shares as of .
New Purchase: Caterpillar Inc (CAT)Smith Shellnut Wilson Llc initiated holding in Caterpillar Inc. The purchase prices were between $125.73 and $153.87, with an estimated average price of $140.4. The stock is now traded at around $171.71. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,564 shares as of .
New Purchase: Qualcomm Inc (QCOM)Smith Shellnut Wilson Llc initiated holding in Qualcomm Inc. The purchase prices were between $88.89 and $123.18, with an estimated average price of $106.72. The stock is now traded at around $144.26. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,898 shares as of .
New Purchase: A.O. Smith Corp (AOS)Smith Shellnut Wilson Llc initiated holding in A.O. Smith Corp. The purchase prices were between $46.3 and $53.73, with an estimated average price of $49.87. The stock is now traded at around $55.07. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,841 shares as of .
New Purchase: Merck & Co Inc (MRK)Smith Shellnut Wilson Llc initiated holding in Merck & Co Inc. The purchase prices were between $76.69 and $86.93, with an estimated average price of $82.09. The stock is now traded at around $81.09. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,429 shares as of .
Sold Out: Cisco Systems Inc (CSCO)Smith Shellnut Wilson Llc sold out a holding in Cisco Systems Inc. The sale prices were between $37.85 and $48.1, with an estimated average price of $43.58.
Sold Out: General Dynamics Corp (GD)Smith Shellnut Wilson Llc sold out a holding in General Dynamics Corp. The sale prices were between $136.51 and $158.85, with an estimated average price of $147.72.
Sold Out: VANGUARD WORLD FD (EDV)Smith Shellnut Wilson Llc sold out a holding in VANGUARD WORLD FD. The sale prices were between $161.83 and $175.84, with an estimated average price of $168.19.
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