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Home > Institutional Investor > Wilbanks Smith & Thomas Asset Management Llc > Profile

Instuitional Investor - Wilbanks Smith & Thomas Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Wilbanks Smith & Thomas Asset Management Llc
Portfolio Value $3,271,902,332
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 683,184 $298,414,908 9.12%
2.
Ishares Trust
 IEF 573,280 $173,801,354 5.31%
3.
Ishares Trust
 IEF 358,222 $171,097,768 5.22%
4.
Vanguard Index Fds
 586,454 $87,674,805 2.67%
5.
Spdr Index Shs Fds
 2,535,031 $86,216,388 2.63%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)