Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH SHELLNUT WILSON LLC /ADV | 05-01-2024 | 03-31-2024 | 131 | 188,606,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $15,813,434 | 30,079 | 0.01 | 0.01 | -432 | -1.42 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 2 | $12,291,971 | 106,609 | 0.01 | 0.01 | -131 | -0.12 | 03-31-2024 |
| INVESCO QQQ TR UNIT SER 1 | UNIT SER 1 | 3 | $11,171,736 | 25,161 | 0.01 | 0.01 | -500 | -1.95 | 03-31-2024 |
| PROSHARES S&P500 ARISTOCRATS | S&P 500 DV ARIST | 4 | $10,587,097 | 104,399 | 0.01 | 0.01 | -1,404 | -1.33 | 03-31-2024 |
