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Home > Institutional Investor > Smith Shellnut Wilson Llc V > Profile

Instuitional Investor - Smith Shellnut Wilson Llc V

Fund Profile
Filing Period:
Fund Name: Smith Shellnut Wilson Llc V
Portfolio Value $218,201,520
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,909 $17,367,832 7.96%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 31,878 $16,382,669 7.51%
3.
Invesco Qqq Tr Unit Ser 1
 25,698 $12,050,306 5.52%
4.
Ishares Trust
 IEF 97,919 $11,947,132 5.48%
5.
Ishares Trust
 IEF 106,689 $10,553,646 4.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)