Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SMITH SHELLNUT WILSON LLC /ADV

Quarter ended Q1 2025 · Filed March 4, 2025 · Accession 0001667731-25-000319

Total Value
$225.9M
Positions
146
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (146)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720030,486$17.9M7.94%
2VANGUARD INDEX FDS92290836329,910$16.1M7.13%
3INVESCO QQQ TR UNIT SER 1IVZ25,842$13.2M5.85%
4ISHARES TR46428715084,981$10.9M4.84%
5ORACLE CORPORCL-PD65,325$10.9M4.82%
6ISHARES TR464287226106,688$10.3M4.58%
7PROSHARES S&P500 ARISTOCRATS74348a467103,432$10.3M4.56%
8APPLE INCAAPL32,146$8.1M3.56%
9ISHARES TR464287507106,541$6.6M2.94%
10MICROSOFT CORPMSFT11,273$4.8M2.10%
11ISHARES CORE MSCI EAFE46432f84256,443$4.0M1.76%
12VIVAKOR INCVIVKD3,009,552$3.7M1.63%
13INVESCO NASDAQ 100 ETFIVZ16,297$3.4M1.52%
14LOWES COS INC54866110713,202$3.3M1.44%
15JOHNSON & JOHNSONJNJ22,277$3.2M1.43%
16PEPSICO INCPEP20,586$3.1M1.39%
17ISHARES TR46428760632,951$3.0M1.33%
18ISHARES TR46428770523,588$2.9M1.30%
19ISHARES TR46428716822,226$2.9M1.29%
20FIDELITY COVINGTON TRUST31609280814,789$2.7M1.21%
21ISHARES TR46428868785,737$2.7M1.19%
22ISHARES TR46428780421,803$2.5M1.11%
23BANK AMERICA CORP06050510456,066$2.5M1.09%
24FIDELITY COVINGTON TRUST31609250131,889$2.2M0.97%
25INVESCO EXCHANGE TRADED FD TIVZ43,115$2.2M0.95%
26WELLS FARGO CO NEW94974610130,387$2.1M0.94%
27AFLAC INCAFL20,275$2.1M0.93%
28ALPHABET INC - CL CGOOG10,085$1.9M0.85%
29NVIDIA CORP COMNVDA14,097$1.9M0.84%
30BUSINESS FIRST BANCSHARESBFST71,136$1.8M0.81%
31COCA COLA COKO24,736$1.5M0.68%
32AMAZON COM INCAMZN6,907$1.5M0.67%
33MCDONALDS CORPMCD5,216$1.5M0.67%
34FIDELITY COVINGTON TR ENHANCED INTL31609a40454,820$1.5M0.67%
35FIRST BANCSHARES INC MISS31891610338,781$1.4M0.60%
36WALMART INCWMT14,321$1.3M0.57%
37KKR & CO INC-AKKRT8,578$1.3M0.56%
38FIDELITY COVINGTON TRUST31609270917,973$1.3M0.56%
39HENRY JACK & ASSOC INC4262811017,062$1.2M0.55%
40META PLATFORMS INCMETA2,111$1.2M0.55%
41PROCTER AND GAMBLE CO7427181097,356$1.2M0.55%
42FEDEX CORPFDX4,272$1.2M0.53%
43EXXON MOBIL CORPXOM11,161$1.2M0.53%
44FIDELITY COVINGTON TRUST31609286524,015$1.2M0.52%
45COSTCO WHSL CORP NEW COMCOST1,271$1.2M0.52%
46REGIONS FINANCIAL CORP NEWRF-PF47,833$1.1M0.50%
47GRAINGER W W INC3848021041,030$1.1M0.48%
48BROADCOM INC COMAVGO4,585$1.1M0.47%
49CINTAS CORPCTAS5,768$1.1M0.47%
50AUTOMATIC DATA PROCESSING INADP3,169$927,6610.41%
51ISHARES TR4642876554,159$918,8620.41%
52STERLING INFRASTRUCTURE INCSTRL4,907$826,5840.37%
53ABBVIE INCABBV4,520$803,2040.36%
54VANGUARD INDEX FDS9229085538,529$759,7630.34%
55SEAGATE TECHNOLOGY HLDNGS PLSE8,681$749,2570.33%
56CLOROX CO DELCLX4,375$710,5440.31%
57PHILIP MORRIS INTL INC7181721095,739$690,6890.31%
58S&P GLOBAL INCSPGI1,241$618,0550.27%
59ABBOTT LABSABLZF5,454$616,9020.27%
60SPDR S&P 500SPY1,050$615,3840.27%
61ADOBE SYS INC COMADBE1,369$608,7670.27%
62NIKE INCNKE8,001$605,4360.27%
63CATERPILLAR INCCAT1,661$602,5440.27%
64INTERNATIONAL BUSINESS MACHSINTR2,725$599,0370.27%
65SYSCO CORPSYY7,777$594,6290.26%
66DOVER CORPDOV3,128$586,8130.26%
67LINDE PLCLIN1,377$576,5090.26%
68INNOVATOR ETFS TRUSTINHD15,400$565,2390.25%
69SHERWIN WILLIAMS COSHW1,632$554,7660.25%
70ILLINOIS TOOL WKS INC4523081092,153$545,9150.24%
71VISA INC CL AV1,712$541,0600.24%
72TESLA INCTSLA1,335$539,1260.24%
73CARDINAL HEALTH INC OHIOCAH4,308$509,5070.23%
74ASML HOLDING N VASMLF730$505,9480.22%
75ALPHABET INCGOOG2,670$505,4310.22%
76EMERSON ELEC COEMR3,993$494,8520.22%
77CHEVRON CORP NEWCVX3,353$485,6490.21%
78GENERAL DYNAMICS CORPGD1,837$484,0310.21%
79J P MORGAN CHASE AND COVYLD2,011$482,0570.21%
80CINCINNATI FINL CORP1720621013,328$478,2340.21%
81ARCHER DANIELS MIDLAND COADM9,409$475,3430.21%
82CHURCH & DWIGHT CO INCCHD4,359$456,4310.20%
83HP INCHPQ13,424$438,0250.19%
84PENTAIR PLCPNR4,201$422,7890.19%
85AIR PRODS & CHEMS INCAIIR1,456$422,2980.19%
86QUALCOMM INCQCOM2,736$420,3040.19%
873M COMMM3,247$419,1550.19%
88ROPER TECHNOLOGIES INCROP767$398,7250.18%
89COMMERCE BANCSHARES INCCBSH6,254$389,6870.17%
90TARGET CORP COMTGT2,860$386,6150.17%
91BROWN & BROWN INCBRO3,739$381,4530.17%
92ALTRIA GROUP INCMO7,190$375,9650.17%
93ENOVA INTERNATIONAL INCENVA3,771$361,5630.16%
94NUCOR CORPNUE3,073$358,6500.16%
95INVESCO S&P 500 EQUAL WEIGHT EIVZ2,039$357,2940.16%
96INNOVATOR S&P 500 POWER BUFFERINHD8,500$341,6150.15%
97GENUINE PARTS COGPC2,922$341,1730.15%
98WEST PHARMACEUTICAL SVSC INC9553061051,041$340,9900.15%
99HANCOCK WHITNEY CORPORATIONHWCPZ6,139$335,9260.15%
100CHUBB LIMITEDCB1,171$323,5470.14%
101MEDPACE HOLDINGS INCMEDP963$319,9370.14%
102COLGATE PALMOLIVE COCL3,462$314,7300.14%
103PPG INDS INC6935061072,598$310,3310.14%
104ECOLAB INCECL1,310$306,9590.14%
105NORTHROP GRUMMAN CORPNOC650$305,0390.14%
106MERCK & CO INCMRK3,039$302,3200.13%
107INNOVATOR U.S. EQUITY PWR BUFFINHD8,212$302,2020.13%
108MONDELEZ INTL INC6092071055,034$300,6810.13%
109BOOT BARN HLDGS INCBOOT1,975$299,8450.13%
110AMGEN INCAMGN1,144$298,1720.13%
111DECKERS OUTDOOR CORPDECK1,464$297,3240.13%
112KADANT INCKAI825$284,6170.13%
113ENTERGY CORP NEWENO3,752$284,4770.13%
114ONTO INNOVATION INCONTO1,667$277,8390.12%
115HEWLETT PACKARD ENTERPRISE COHPE-PC12,924$275,9270.12%
116ISHARES TR4642877392,963$275,7370.12%
117INNOVATOR U.S. EQUITY POWERINHD7,000$273,5970.12%
118STONEX GROUP INCSNEX2,724$266,8700.12%
119STARBUCKS CORPSBUX2,914$265,9030.12%
120LOUISIANA PAC CORPLPX2,540$263,0170.12%
121ATMOS ENERGY CORPATO1,887$262,8020.12%
122FEDERAL RLTY INVT TR NEW3137451012,326$260,3960.12%
123INNOVATOR S&P 500 ULTRA BUFFINHD7,531$259,7800.11%
124EXPEDITORS INTL WASH INC3021301092,320$256,9860.11%
125KIMBERLY-CLARK CORPKMB1,935$253,5620.11%
126MEDTRONIC PLCMDT3,123$249,4650.11%
127MCCORMICK & CO INCMKC-V3,263$248,7710.11%
128MASTERCARD INCORPORATEDMA464$244,3280.11%
129CORCEPT THERAPEUTICS INCCORT4,819$242,8290.11%
130GE VERNOVA INCGEV724$238,1450.11%
131T ROWE PRICE GROUP INCTROW2,075$234,6620.10%
132UFP INDUSTRIALS INCUFPI2,069$233,0730.10%
133AMERISOURCEBERGEN CORP COMCOR1,000$224,6800.10%
134HALLIBURTON COHAL8,227$223,6920.10%
135BECTON DICKINSON & COBDX979$222,1060.10%
136FACTSET RESH SYS INC303075105456$219,0080.10%
137HAMILTON LANE INCHLNE1,475$218,3740.10%
138CONSOLIDATED EDISON INCED2,437$217,4540.10%
139BERKLEY W R CORPWRB-PH3,709$217,0510.10%
140REAL ESTATE SELECT SECT SPDR81369y8605,224$212,4600.09%
141COMCAST CORP NEWCCZ5,645$211,8570.09%
142OFG BANCORPOFG4,872$206,1830.09%
143SMITH A O CORPAOS3,016$205,7210.09%
144CISCO SYS INCCSCO3,446$204,0030.09%
145RENASANT CORPRNST5,618$200,8440.09%
146NUVEEN PREFERRED & INCOME OPPUNU12,855$101,0400.04%