WS

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

13F
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC
Last update 2024-05-07 529 Stocks (27 new)
Value $3.57 Bil Turnover 5 %
Countries:
Top Holdings: VOO(9.26%)IWF(5.35%)IVV(5.15%)VTV(2.70%)VO(2.53%)
Summary Stock Picks Current Portfolio
WILBANKS SMITH & THOMAS ASSET ... Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
688,588
331,004.4
+0.79%
9.260
+0.07%
-
+4.47%
+2.66%
608,569.0
 
IWF 		iShares Russell 1000 Growth ETF
567,407
191,244.4
-1.02%
5.350
-0.05%
-
+7.78%
+1.68%
107,213.3
 
IVV 		iShares Core S&P 500 ETF
350,079
184,046.9
-2.27%
5.150
-0.12%
-
+4.48%
+2.68%
591,843.5
 
VTV 		Vanguard Value ETF
593,370
96,636.3
+1.18%
2.700
+0.03%
-
-0.19%
+2.84%
129,692.7
 
VO 		Vanguard Mid-Cap ETF
362,227
90,506.0
+0.80%
2.530
+0.02%
-
+4.48%
+3.98%
74,769.1
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
2,524,853
90,490.7
-0.40%
2.530
-0.01%
-
+7.68%
+18.31%
27,026.3
 
NSC 		Norfolk Southern Corp
293,983
74,927.5
-0.73%
2.100
-0.02%
0.130
+4.08%
+8.00%
56,489.4
Transportation
GOVT 		iShares U.S. Treasury Bond ETF
3,108,176
70,773.2
+5.64%
1.980
+0.11%
-
-0.01%
-0.19%
27,256.2
 
QUAL 		iShares MSCI USA Quality Factor ETF
415,488
68,285.4
-0.76%
1.910
-0.01%
-
+1.88%
+1.16%
52,036.0
 
VB 		Vanguard Small Cap ETF
281,397
64,324.5
+0.91%
1.800
+0.02%
-
+2.75%
-2.34%
57,553.2
 

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Historical Top Holdings Breakdowns

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPHY 		SPDR Portfolio High Yield Bond ETF2024-03-31New Buy
+0.93%
●
23.14 ($23.34) 23.52
$23.43
0.39%
New holding
1,422,012
1,422,012
HYLB 		Xtrackers USD High Yield Corporate Bond ETF2024-03-31Add
+0.43%
●
35.17 ($35.49) 35.77
$36.34
2.40%
Add 38.23%
1,564,624
432,749
BKLN 		Invesco Senior Loan ETF2024-03-31Reduce
-0.43%
●
21.01 ($21.12) 21.23
$20.92
-0.95%
Reduce -38.43%
1,053,528
-657,530
BSCU 		Invesco BulletShares 2030 Corporate Bond ETF2024-03-31Add
+0.43%
●
16.22 ($16.4) 16.67
$16.59
1.16%
Add 66.45%
2,358,486
941,535
SPLK Unlock Delisted Splunk Inc2024-03-31Sold Out
-0.43%
●
152.15 ($154.4) 156.9
$156.90
1.62%
Sold Out
0
-92,332
JAAA 		Janus Henderson AAA CLO ETF2024-03-31New Buy
+0.36%
●
50.32 ($50.55) 50.74
$50.60
0.10%
New holding
255,346
255,346
SNPS 		Synopsys Inc2024-03-31New Buy
+0.32%
●
484.81 ($550.38) 602.01
$495.77
-9.92%
New holding
20,098
20,098
CSCO 		Cisco Systems Inc2024-03-31Reduce
-0.28%
●
48.06 ($49.89) 52.33
$65.90
32.09%
Reduce -70%
78,145
-182,358
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF2024-03-31Reduce
-0.27%
●
19.15 ($19.24) 19.37
$19.50
1.35%
Reduce -57.22%
341,468
-456,681
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2024-03-31Add
+0.22%
●
41.98 ($42.33) 42.63
$42.53
0.47%
Add 40.05%
655,571
187,474

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC Total Holding History ($B)

To

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Asset Allocation

To

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Hypothetical Growth since 2024-03-31

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Holdings Heat Map

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WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Holdings Bubble Chart

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC News

  • 1

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