SMITH SHELLNUT WILSON LLC /ADV - Portfolio overview

SMITH SHELLNUT WILSON LLC /ADV has 143 reported holdings in this dataset, with the latest filing dated 2025-10-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 8.35%
2. IVV - ISHARES TR, 7.91%
3. ORCL - ORACLE CORP, 7.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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