WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

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CIK 1007399

13F portfolio (2024-Q1)

$3.6B

Positions

527

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2024-Q1)

Holdings

527

Top 5

25.0%

Top 10

35.3%

Effective N

45.3

HHI

0.022

This quarter

28 new · 0 exit →

By sector

Unclassified66.8%

Information Technology10.2%

Industrials6.5%

Financials4.9%

Consumer Discretionary3.5%

Health Care2.4%

Communication Services1.9%

Materials1.1%

Other2.7%

By market cap

Unknown67.0%

Mega (>$200B)16.6%

Large ($10–200B)15.0%

Mid ($2–10B)0.8%

Small ($300M–2B)0.5%

Micro (<$300M)0.0%

By region

Other66.8%

North America33.1%

Europe0.1%

Asia-Pacific0.0%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	67.44%	216
Software	4.72%	15
Specialty Retail	3.13%	16
Technology Hardware & Equipment	2.99%	18
Commercial Services & Supplies	2.41%	14
Pharmaceuticals & Biotechnology	2.26%	19
Road & Rail	2.22%	5
Semiconductors & Semiconductor Equipment	1.74%	15
Banks	1.45%	18
Machinery	1.35%	12
Oil, Gas & Consumable Fuels	1.05%	12
Software & IT Services	1.02%	6
Capital Markets	1.01%	13
Aerospace & Defense	0.99%	9
Chemicals	0.92%	18
Insurance	0.87%	20
Beverages	0.73%	4
Entertainment	0.64%	5
Communications Equipment	0.51%	1
Utilities	0.41%	12
Transportation Infrastructure	0.38%	2
Health Care Equipment & Supplies	0.18%	8
Real Estate Management & Development	0.18%	2
Hotels, Restaurants & Leisure	0.17%	7
Media & Entertainment	0.16%	11
Diversified Telecommunication Services	0.15%	2
Food Products	0.15%	6
Airlines	0.13%	2
Metals & Mining	0.10%	8
Paper & Forest Products	0.10%	5
Electrical Equipment & Components	0.09%	3
Equity Real Estate Investment Trusts (REITs)	0.08%	5
Distributors	0.08%	4
Tobacco	0.05%	2
Automobiles & Components	0.05%	2
Textiles, Apparel & Luxury Goods	0.03%	3
Food & Staples Retailing	0.03%	2
Health Care Providers & Services	0.01%	1
Professional Services	0.01%	1
Construction Materials	0.01%	1
Leisure Products	0.01%	1
Agricultural Products	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	9.26%
2	IWF	ISHARES TR	Unclassified	5.35%
3	IVV	ISHARES TR	Unclassified	5.15%
4	VTV	VANGUARD INDEX FDS	Unclassified	2.70%
5	VO	VANGUARD INDEX FDS	Unclassified	2.53%
6	SPDW	SPDR INDEX SHS FDS	Unclassified	2.53%
7	NSC	NORFOLK SOUTHERN CORP	Industrials	2.10%
8	GOVT	ISHARES TR	Unclassified	1.98%
9	QUAL	ISHARES TR	Unclassified	1.91%
10	VB	VANGUARD INDEX FDS	Unclassified	1.80%

314/527 names classified · sector 33.2% of weight · industry 32.6% · mkt cap 33.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 44 quarters

IndustrialsNSC, CAT, WM, DAL, RTX · other

Information TechnologyAAPL, MSFT, TXN, GE, NVDA · other

FinancialsBRK.B, JPM, SCHW, UNH, PYPL · other

Health CareJNJ, BMY, PFE, MRK, ZTS · other

Consumer DiscretionaryAMZN, WMT, DLTR, ORLY, COST · other

Communication ServicesGOOGL, DIS, VZ, T, META · other

Consumer StaplesPEP, KO, PM, MO, CVS · other

EnergyXOM, CVX, SLB, COP, HAL · other

MaterialsPG, CL, KMB, NEU, GLW · other

UtilitiesSO, D, KMI, DUK, NEE · other

Real EstateAHRT, CBRE, AMT, WPC, STWD · other

UnclassifiedIVV, RYDEX ETF TRUST, IWF, VOO, GUGGENHEIM S&P 500 EQUAL WEIGHT CONSUMER · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 33.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2024-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 31% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (268 classified)WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC centroid (Large Core)

Information TechnologyIndustrialsFinancialsConsumer DiscretionaryHealth CareCommunication ServicesMaterialsEnergyConsumer StaplesUtilitiesReal Estate

Style box summary for WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC: centroid Large Core. Heaviest cells: Large Growth 9.1%, Large Core 8.5%, Large Value 8.1%.

Classified: 31.1% of book weight (268/509 names) · unclassified 68.9%: VOO, IWF, IVV, VTV, VO, SPDW, GOVT, QUAL, VB, XLG +231 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 527 positions (2024-Q1) · largest first · Δ vs 2023-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	688,588	$331M	9.3%	HOLD
2	IWFISHARES TR	567,407	$191M	5.4%	HOLD
3	IVVISHARES TR	350,079	$184M	5.1%	TRIM −2%
4	VTVVANGUARD INDEX FDS	593,370	$97M	2.7%	HOLD
5	VOVANGUARD INDEX FDS	362,227	$91M	2.5%	HOLD
6	SPDWSPDR INDEX SHS FDS	2,524,853	$90M	2.5%	HOLD
7	NSCNORFOLK SOUTHN CORP	293,983	$75M	2.1%	HOLD
8	GOVTISHARES TR	3,108,176	$71M	2.0%	ADD 6%
9	QUALISHARES TR	415,488	$68M	1.9%	HOLD
10	VBVANGUARD INDEX FDS	281,397	$64M	1.8%	HOLD
11	AAPLAPPLE INC	372,033	$64M	1.8%	HOLD
12	XLGINVESCO EXCHANGE TRADED FD T	1,510,848	$64M	1.8%	HOLD
13	MSFTMICROSOFT CORP	149,388	$63M	1.8%	HOLD
14	HYLBDBX ETF TR	1,564,624	$56M	1.6%	ADD 38%
15	IWRISHARES TR	653,290	$55M	1.5%	HOLD
16	DFAIDIMENSIONAL ETF TRUST	1,815,008	$55M	1.5%	ADD 2%
17	DLNWISDOMTREE TR	681,367	$49M	1.4%	HOLD
18	BSCTINVESCO EXCH TRD SLF IDX FD	2,413,167	$44M	1.2%	ADD 16%
19	BSCSINVESCO EXCH TRD SLF IDX FD	2,188,109	$44M	1.2%	ADD 16%
20	BSCRINVESCO EXCH TRD SLF IDX FD	2,263,580	$44M	1.2%	ADD 16%
21	IEFAISHARES TR	587,420	$44M	1.2%	HOLD
22	BSCUINVESCO EXCH TRD SLF IDX FD	2,358,486	$39M	1.1%	ADD 66%
23	CATCATERPILLAR INC	104,102	$38M	1.1%	HOLD
24	NVDANVIDIA CORPORATION	38,124	$34M	1.0%	HOLD
25	SPHYSPDR SERIES TRUST	1,422,012	$33M	0.9%	NEW
26	EFAISHARES TR	391,634	$31M	0.9%	TRIM −3%
27	AMZNAMAZON COM INC	159,076	$29M	0.8%	HOLD
28	SHYGISHARES TR	655,571	$28M	0.8%	ADD 40%
29	SJNKSPDR SERIES TRUST	1,100,767	$28M	0.8%	ADD 40%
30	ANGLVANECK ETF TRUST	891,820	$26M	0.7%	ADD 35%
31	JPMJPMORGAN CHASE & CO	117,034	$23M	0.7%	HOLD
32	JNJJOHNSON & JOHNSON	144,847	$23M	0.6%	HOLD
33	SPEMSPDR INDEX SHS FDS	620,843	$22M	0.6%	HOLD
34	BKLNINVESCO EXCH TRADED FD TR II	1,053,528	$22M	0.6%	TRIM −38%
35	BRK.BBERKSHIRE HATHAWAY INC DEL	52,029	$22M	0.6%	ADD 2%
36	PEPPEPSICO INC	118,270	$21M	0.6%	HOLD
37	GOOGLALPHABET INC	135,906	$21M	0.6%	HOLD
38	IWDISHARES TR	114,110	$20M	0.6%	HOLD
39	PGPROCTER AND GAMBLE CO	125,148	$20M	0.6%	HOLD
40	MINTPIMCO ETF TR	190,543	$19M	0.5%	TRIM −3%
41	ORCLORACLE CORP	152,324	$19M	0.5%	HOLD
42	IBMQISHARES TR	753,826	$19M	0.5%	ADD 6%
43	IBMPISHARES TR	746,061	$19M	0.5%	ADD 7%
44	COSTCOSTCO WHSL CORP NEW	25,377	$19M	0.5%	HOLD
45	IBMOISHARES TR	724,213	$18M	0.5%	ADD 4%
46	QCOMQUALCOMM INC	108,152	$18M	0.5%	HOLD
47	IBMRISHARES TR	723,196	$18M	0.5%	ADD 8%
48	PFMINVESCO EXCHANGE TRADED FD T	427,285	$18M	0.5%	HOLD
49	WMTWALMART INC	300,499	$18M	0.5%	ADD 203%
50	FALNISHARES TR	670,381	$18M	0.5%	ADD 9%
51	CRMSALESFORCE INC	58,713	$18M	0.5%	HOLD
52	WMWASTE MGMT INC DEL	82,698	$18M	0.5%	HOLD
53	MAMASTERCARD INCORPORATED	35,138	$17M	0.5%	HOLD
54	DHRDANAHER CORP DEL	66,910	$17M	0.5%	HOLD
55	FISVFISERV INC	104,486	$17M	0.5%	HOLD
56	CVXCHEVRON CORP NEW	98,709	$16M	0.4%	ADD 4%
57	LQDISHARES TR	137,722	$15M	0.4%	ADD 21%
58	IWMISHARES TR	67,241	$14M	0.4%	HOLD
59	UNHUNITEDHEALTH GROUP INC	28,553	$14M	0.4%	ADD 2%
60	RTXRTX CORPORATION	141,283	$14M	0.4%	ADD 3%
61	TXNTEXAS INSTRS INC	76,434	$13M	0.4%	HOLD
62	LYVLIVE NATION ENTERTAINMENT IN	125,586	$13M	0.4%	ADD 3%
63	SCHWSCHWAB CHARLES CORP	182,363	$13M	0.4%	ADD 2%
64	SPYSTATE STR SPDR S&P 500 ETF T	25,187	$13M	0.4%	HOLD
65	HONHONEYWELL INTL INC	64,168	$13M	0.4%	ADD 3%
66	ICEINTERCONTINENTAL EXCHANGE IN	95,636	$13M	0.4%	HOLD
67	BKNGBOOKING HOLDINGS INC	3,615	$13M	0.4%	ADD 2%
68	IJRISHARES TR	118,651	$13M	0.4%	HOLD
69	JAAAJANUS DETROIT STR TR	255,346	$13M	0.4%	NEW
70	ADBEADOBE INC	25,653	$13M	0.4%	ADD 3%
71	ADSKAUTODESK INC	49,535	$13M	0.4%	HOLD
72	PYPLPAYPAL HLDGS INC	190,388	$13M	0.4%	ADD 3%
73	AGGISHARES TR	128,326	$13M	0.4%	ADD 3%
74	DLTRDOLLAR TREE INC	93,847	$12M	0.3%	TRIM −4%
75	DFAEDIMENSIONAL ETF TRUST	490,963	$12M	0.3%	HOLD
76	ZTSZOETIS INC	69,877	$12M	0.3%	ADD 3%
77	SNPSSYNOPSYS INC	20,098	$11M	0.3%	NEW
78	LABORATORY CORP AMER HLDGS	52,537	$11M	0.3%	ADD 3%
79	AKAMAKAMAI TECHNOLOGIES INC	104,850	$11M	0.3%	ADD 3%
80	LLYELI LILLY & CO	14,613	$11M	0.3%	HOLD
81	BILSPDR SERIES TRUST	113,689	$10M	0.3%	TRIM −39%
82	MUBISHARES TR	96,378	$10M	0.3%	TRIM −3%
83	DBXDROPBOX INC	421,696	$10M	0.3%	ADD 3%
84	PANWPALO ALTO NETWORKS INC	35,999	$10M	0.3%	ADD 69%
85	HDHOME DEPOT INC	26,284	$10M	0.3%	ADD 13%
86	TTWOTAKE-TWO INTERACTIVE SOFTWAR	65,648	$10M	0.3%	ADD 8%
87	XOMEXXON MOBIL CORP	80,336	$9M	0.3%	TRIM −5%
88	ORLYOREILLY AUTOMOTIVE INC	7,833	$9M	0.2%	HOLD
89	DISDISNEY WALT CO	72,019	$9M	0.2%	HOLD
90	GOOGALPHABET INC	57,282	$9M	0.2%	HOLD
91	VTIVANGUARD INDEX FDS	32,648	$8M	0.2%	HOLD
92	IEIISHARES TR	73,210	$8M	0.2%	TRIM −41%
93	BONDPIMCO ETF TR	91,391	$8M	0.2%	TRIM −16%
94	SHVISHARES TR	72,543	$8M	0.2%	TRIM −3%
95	ABBVABBVIE INC	41,861	$8M	0.2%	ADD 22%
96	PLTRPALANTIR TECHNOLOGIES INC	327,045	$8M	0.2%	NEW
97	IWSISHARES TR	59,958	$8M	0.2%	TRIM −3%
98	SLBSCHLUMBERGER LTD	126,824	$7M	0.2%	HOLD
99	VUGVANGUARD INDEX FDS	20,129	$7M	0.2%	HOLD
100	PRAAPRA GROUP INC	256,381	$7M	0.2%	TRIM −13%
101	BSCQINVESCO EXCH TRD SLF IDX FD	341,468	$7M	0.2%	TRIM −57%
102	BNDVANGUARD BD INDEX FDS	87,197	$6M	0.2%	ADD 4%
103	VVISA INC	22,003	$6M	0.2%	HOLD
104	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	65,922	$6M	0.2%	TRIM −10%
105	AHRTARMADA HOFFLER PPTYS INC	566,047	$6M	0.2%	ADD 6%
106	EFAVISHARES TR	82,699	$6M	0.2%	TRIM −19%
107	MRKMERCK & CO INC	41,283	$5M	0.2%	HOLD
108	DFUSDIMENSIONAL ETF TRUST	92,885	$5M	0.1%	HOLD
109	SCHFSCHWAB STRATEGIC TR	134,272	$5M	0.1%	HOLD
110	LOWLOWES COS INC	20,387	$5M	0.1%	TRIM −2%
111	GLDSPDR GOLD TR	23,565	$5M	0.1%	HOLD
112	IWBISHARES TR	16,302	$5M	0.1%	TRIM −3%
113	KOCOCA COLA CO	76,581	$5M	0.1%	ADD 11%
114	IBMINTERNATIONAL BUSINESS MACHS	23,736	$5M	0.1%	TRIM −5%
115	AVGOBROADCOM INC	3,347	$4M	0.1%	TRIM −5%
116	NOBLPROSHARES TR	41,050	$4M	0.1%	HOLD
117	SHYISHARES TR	50,536	$4M	0.1%	HOLD
118	TOWNTOWNEBANK PORTSMOUTH VA	145,502	$4M	0.1%	TRIM −7%
119	ITMVANECK ETF TRUST	87,569	$4M	0.1%	TRIM −5%
120	DALDELTA AIR LINES INC	84,826	$4M	0.1%	HOLD
121	ABTABBOTT LABS	34,873	$4M	0.1%	HOLD
122	CSCOCISCO SYS INC	78,145	$4M	0.1%	TRIM −70%
123	AMGNAMGEN INC	13,234	$4M	0.1%	TRIM −4%
124	ELVELEVANCE HEALTH INC FORMERLY	7,191	$4M	0.1%	HOLD
125	AXPAMERICAN EXPRESS CO	16,108	$4M	0.1%	HOLD
126	METAMETA PLATFORMS INC	7,520	$4M	0.1%	TRIM −3%
127	SOSOUTHERN CO	49,178	$4M	0.1%	HOLD
128	WSMWILLIAMS SONOMA INC	11,020	$3M	0.1%	TRIM −31%
129	VEAVANGUARD TAX-MANAGED FDS	69,556	$3M	0.1%	TRIM −2%
130	ACWIISHARES TR	31,652	$3M	0.1%	TRIM −6%
131	DUKDUKE ENERGY CORP NEW	35,716	$3M	0.1%	TRIM −3%
132	ACWVISHARES INC	32,752	$3M	0.1%	ADD 33%
133	BMYBRISTOL-MYERS SQUIBB CO	62,412	$3M	0.1%	ADD 8%
134	SCHMSCHWAB STRATEGIC TR	40,770	$3M	0.1%	TRIM −3%
135	FIXDFIRST TR EXCHNG TRADED FD VI	74,756	$3M	0.1%	ADD 10%
136	PNCPNC FINL SVCS GROUP INC	19,477	$3M	0.1%	TRIM −8%
137	TFCTRUIST FINL CORP	80,450	$3M	0.1%	ADD 3%
138	VNLAJANUS DETROIT STR TR	64,602	$3M	0.1%	TRIM −49%
139	LMTLOCKHEED MARTIN CORP	6,782	$3M	0.1%	TRIM −2%
140	CFOVICTORY PORTFOLIOS II	45,670	$3M	0.1%	HOLD
141	VONGVANGUARD SCOTTSDALE FDS	34,220	$3M	0.1%	HOLD
142	INTCINTEL CORP	66,184	$3M	0.1%	TRIM −3%
143	FLOTISHARES TR	57,168	$3M	0.1%	TRIM −51%
144	NEENEXTERA ENERGY INC	45,653	$3M	0.1%	ADD 2%
145	IBDSISHARES TR	121,813	$3M	0.1%	ADD 8%
146	TAT&T INC	163,233	$3M	0.1%	HOLD
147	PFEPFIZER INC	98,677	$3M	0.1%	HOLD
148	DEDEERE & CO	6,613	$3M	0.1%	HOLD
149	RPVINVESCO EXCHANGE TRADED FD T	30,623	$3M	0.1%	TRIM −7%
150	DFUVDIMENSIONAL ETF TRUST	64,387	$3M	0.1%	HOLD
151	VZVERIZON COMMUNICATIONS INC	61,875	$3M	0.1%	TRIM −5%
152	EEMISHARES TR	61,485	$3M	0.1%	TRIM −12%
153	UCONFIRST TR EXCHNG TRADED FD VI	101,843	$3M	0.1%	ADD 4%
154	KNSLKINSALE CAP GROUP INC	4,757	$2M	0.1%	HOLD
155	IJHISHARES TR	38,828	$2M	0.1%	ADD 408%
156	ADPAUTOMATIC DATA PROCESSING IN	9,229	$2M	0.1%	ADD 8%
157	DFASDIMENSIONAL ETF TRUST	36,622	$2M	0.1%	HOLD
158	ETNEATON CORP PLC	7,105	$2M	0.1%	HOLD
159	VBRVANGUARD INDEX FDS	11,560	$2M	0.1%	HOLD
160	QQQINVESCO QQQ TR	4,948	$2M	0.1%	TRIM −3%
161	MSMORGAN STANLEY	23,212	$2M	0.1%	TRIM −9%
162	SHWSHERWIN WILLIAMS CO	6,048	$2M	0.1%	HOLD
163	NEUNEWMARKET CORP	3,273	$2M	0.1%	HOLD
164	MCDMCDONALDS CORP	7,359	$2M	0.1%	TRIM −3%
165	COFCAPITAL ONE FINL CORP	13,788	$2M	0.1%	HOLD
166	PHPARKER-HANNIFIN CORP	3,640	$2M	0.1%	HOLD
167	KMBKIMBERLY-CLARK CORP	15,386	$2M	0.1%	TRIM −5%
168	SCHVSCHWAB STRATEGIC TR	25,528	$2M	0.1%	TRIM −5%
169	VYMVANGUARD WHITEHALL FDS	15,973	$2M	0.1%	HOLD
170	IWPISHARES TR	16,870	$2M	0.1%	HOLD
171	IXNISHARES TR	25,600	$2M	0.1%	TRIM −32%
172	SYKSTRYKER CORPORATION	5,096	$2M	0.1%	HOLD
173	SPGPInvesco S&P 500 GARP - ETF	16,262	$2M	0.0%	TRIM −34%
174	FCNCAFIRST CTZNS BANCSHARES INC D	1,045	$2M	0.0%	HOLD
175	BABOEING CO	8,853	$2M	0.0%	TRIM −8%
176	BACBANK AMERICA CORP	45,047	$2M	0.0%	TRIM −4%
177	GEGE AEROSPACE	9,717	$2M	0.0%	TRIM −2%
178	KELLANOVA	29,549	$2M	0.0%	TRIM −3%
179	JNKSPDR SER TR	17,735	$2M	0.0%	ADD 4%
180	MDLZMONDELEZ INTL INC	24,088	$2M	0.0%	TRIM −6%
181	AYIACUITY INC	6,178	$2M	0.0%	HOLD
182	UNPUNION PAC CORP	6,698	$2M	0.0%	HOLD
183	IUSVISHARES TR	18,074	$2M	0.0%	ADD 27%
184	VFMOVANGUARD WELLINGTON FD	10,801	$2M	0.0%	TRIM −43%
185	HUBBHUBBELL INC	3,908	$2M	0.0%	HOLD
186	CITHE CIGNA GROUP	4,323	$2M	0.0%	HOLD
187	ARCCARES CAPITAL CORP	75,250	$2M	0.0%	HOLD
188	TSLATESLA INC	8,505	$1M	0.0%	ADD 15%
189	STLASTELLANTIS N.V	51,779	$1M	0.0%	TRIM −6%
190	IGSBISHARES TR	27,766	$1M	0.0%	ADD 94%
191	PGRPROGRESSIVE CORP	6,842	$1M	0.0%	HOLD
192	DDOMINION ENERGY INC	28,748	$1M	0.0%	HOLD
193	CLCOLGATE PALMOLIVE CO	15,298	$1M	0.0%	HOLD
194	GSGOLDMAN SACHS GROUP INC	3,292	$1M	0.0%	TRIM −2%
195	RYROYAL BK CDA	13,598	$1M	0.0%	HOLD
196	VWOVANGUARD INTL EQUITY INDEX F	31,113	$1M	0.0%	TRIM −5%
197	MKCMCCORMICK & CO INC	16,760	$1M	0.0%	HOLD
198	VGSHVANGUARD SHORT-TERM TREASURY ETF	22,063	$1M	0.0%	TRIM −40%
199	PRUPRUDENTIAL FINL INC	10,887	$1M	0.0%	TRIM −7%
200	SCHXSCHWAB U.S. LARGE-CAP ETF	20,570	$1M	0.0%	HOLD

showing the top 200 by weight

☆WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC