Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH SHELLNUT WILSON LLC /ADV | 02-21-2024 | 12-31-2023 | 126 | 174,334,253 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $14,573,072 | 30,511 | 0.01 | 0.01 | 511 | 1.70 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 2 | $11,232,255 | 106,740 | 0.01 | 0.01 | -1,323 | -1.22 | 12-31-2023 |
| INVESCO QQQ TR UNIT SER 1 | UNIT SER 1 | 3 | $10,508,693 | 25,661 | 0.01 | 0.01 | -1,664 | -6.09 | 12-31-2023 |
| PROSHARES S&P500 ARISTOCRATS | S&P 500 DV ARIST | 4 | $10,072,449 | 105,803 | 0.01 | 0.01 | -11,818 | -10.05 | 12-31-2023 |
