StockDriftsStockDriftsTop 50 Wilbanks Smith & Thomas Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.26% | 688.6K | $331.0M | +0.79%(+5.40K) | — | 2024-03-31 | |
| IWF | ISHARES TR | 5.35% | 567.4K | $191.2M | -1.02%(-5.87K) | — | 2024-03-31 | |
| IVV | ISHARES TR | 5.15% | 350.1K | $184.0M | -2.27%(-8.14K) | — | 2024-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.7% | 593.4K | $96.6M | +1.18%(+6.92K) | — | 2024-03-31 | |
| VO | VANGUARD INDEX FDS | 2.53% | 362.2K | $90.5M | +0.80%(+2.89K) | — | 2024-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.53% | 2.52M | $90.5M | -0.40%(-10.18K) | — | 2024-03-31 | |
| NSC | NORFOLK SOUTHN CORP | 2.1% | 294.0K | $74.9M | -0.73%(-2.16K) | — | 2024-03-31 | |
| GOVT | ISHARES TR | 1.98% | 3.11M | $70.8M | +5.64%(+165.96K) | — | 2024-03-31 | |
| QUAL | ISHARES TR | 1.91% | 415.5K | $68.3M | -0.76%(-3.20K) | — | 2024-03-31 | |
| VB | VANGUARD INDEX FDS | 1.8% | 281.4K | $64.3M | +0.91%(+2.53K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wilbanks Smith & Thomas Asset Management Llc reports $3.57B in US-listed equity holdings across 528 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.3%), IWF (5.3%) and IVV (5.2%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wilbanks Smith & Thomas Asset Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1007399). View Wilbanks Smith & Thomas Asset Management Llc’s 13F filings on SEC