StockDriftsStockDriftsTop 50 Smith Shellnut Wilson Llc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.35% | 35.5K | $21.7M | +8.51%(+2.78K) | $426.34(+46.19%) | 2025-09-30 | |
| IVV | ISHARES TR | 7.91% | 30.8K | $20.6M | +0.19%(+57) | $335.07(+102.60%) | 2025-09-30 | |
| ORCL | ORACLE CORP | 7.19% | 66.6K | $18.7M | +1.90%(+1.24K) | $43.79(+310.48%) | 2025-09-30 | |
| ITOT | ISHARES TR | 5.44% | 97.3K | $14.2M | -0.68%(-662) | $82.63(+78.67%) | 2025-09-30 | |
| QQQ | INVESCO QQQ TR | 4.95% | 21.5K | $12.9M | new | $152.92(+299.51%) | 2025-09-30 | |
| AGG | ISHARES TR | 4.16% | 108.0K | $10.8M | +1.27%(+1.35K) | $105.00(-4.52%) | 2025-09-30 | |
| NOBL | PROSHARES TR | 3.67% | 92.8K | $9.6M | new | $103.34(+1.87%) | 2025-09-30 | |
| AAPL | APPLE INC | 3.4% | 34.8K | $8.9M | +9.09%(+2.90K) | $67.65(+301.17%) | 2025-09-30 | |
| IJH | ISHARES TR | 3.03% | 121.0K | $7.9M | +32.16%(+29.44K) | $47.20(+40.55%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 2.55% | 12.8K | $6.6M | +13.47%(+1.52K) | $152.60(+218.46%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.70% | +63.04% |
| Top 20 Holdings Unweighted | +15.36% | +53.52% |
Sign up free to track Smith Shellnut Wilson Llc /Adv, compare funds side by side, and get alerts the moment positions change.