Smith Thornton Advisors LLC Incresed Positions in Q2 2025

Smith Thornton Advisors LLC

  • $174 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.45K
+ 81.02%
$498.8 - $620.9 $1.72M - $2.14M
7.71K $4.78B
CGGR
Capital Group Growth ETF Shs C

ETFs
10.2K
+ 5.85%
$30.53 - $40.65 $311K - $414K
184K $7.5B
CGDV
Capital Group Divid Value ETF

ETFs
15.3K
+ 7.55%
$31.93 - $39.49 $490K - $606K
219K $8.64B
META
Meta Platforms, Inc.

Communication Services
411
+ 9.66%
$484.66 - $738.09 $199K - $303K
4.67K $3.44B
MSFT
Microsoft Corp

Technology
51
+ 0.76%
$354.56 - $497.45 $18.1K - $25.4K
6.76K $3.36B
GOOGL
Alphabet Inc.

Communication Services
1.64K
+ 9.01%
$144.7 - $178.6 $237K - $293K
19.8K $3.49B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.58K
+ 2.54%
$32.66 - $40.75 $84.4K - $105K
104K $4.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
114
+ 2.26%
$416.06 - $551.64 $47.4K - $62.9K
5.17K $2.85B
NVDA
Nvidia Corp

Technology
118
+ 1.46%
$94.31 - $157.99 $11.1K - $18.6K
8.21K $1.3B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.01K
+ 2.16%
$74.88 - $91.97 $75.9K - $93.3K
48.1K $4.42B
Capital Group Equity ETF Tr
529
+ 0.47%
N/A
114K $3.05B
AMZN
Amazon Com Inc

Consumer Cyclical
780
+ 15.68%
$167.32 - $223.3 $131K - $174K
5.76K $1.26B
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 5.59%
$81.79 - $99.98 $85.2K - $104K
19.7K $1.92B
DIS
Walt Disney CO

Communication Services
198
+ 2.11%
$81.72 - $124.01 $16.2K - $24.6K
9.59K $1.19B
Capital Group Core Balanced
6.73K
+ 50.45%
N/A
20.1K $671M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
69
+ 0.23%
$50.08 - $63.14 $3.46K - $4.36K
30K $1.9B
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.09K
+ 2.09%
$20.42 - $25.3 $42.6K - $52.8K
102K $2.58B
IAU
Ishares Gold Trust

ETFs
652
+ 1.13%
$56.1 - $64.74 $36.6K - $42.2K
58.2K $3.63B
IBM
International Business Machines Corp

Technology
16
+ 0.33%
$221.03 - $294.78 $3.54K - $4.72K
4.81K $1.42B
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.27%
$210.28 - $289.91 $2.73K - $3.77K
4.91K $1.42B
DGRO
Ishares Core Dividend Growth E

ETFs
979
+ 1.46%
$55.22 - $63.94 $54.1K - $62.6K
68.1K $4.35B
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$34.39 - $47.46 $34.4 - $47.5
31.4K $1.48B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.75K
+ 4.66%
$100.04 - $100.54 $175K - $176K
39.2K $3.94B
AAPL
Apple Inc.

Technology
1.73K
+ 14.68%
$172.42 - $223.89 $298K - $387K
13.5K $2.77B
PEP
Pepsico Inc

Consumer Defensive
1.38K
+ 67.98%
$128.02 - $151.37 $177K - $209K
3.41K $450M
Capital Grp Fixed Incm ETF T
4.4K
+ 8.07%
N/A
58.9K $1.54B
DKNG
Draft Kings Inc.

Consumer Cyclical
219
+ 2.07%
$31.67 - $42.89 $6.94K - $9.39K
10.8K $464M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.11%
$496.48 - $617.85 $993 - $1.24K
1.88K $1.16B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.18K
+ 14.07%
$50.34 - $51.86 $110K - $113K
17.7K $910M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.15K
+ 50.0%
$50.56 - $59.57 $109K - $128K
6.45K $334M
HD
Home Depot, Inc.

Consumer Cyclical
233
+ 9.26%
$335.24 - $380.78 $78.1K - $88.7K
2.75K $1.01B
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.44K
+ 1.19%
$45.95 - $47.33 $66.1K - $68.1K
123K $5.78B
CGUS
Capital Group Core Equity ETF
1
+ 0.01%
$29.93 - $36.93 $29.9 - $36.9
18.4K $679M
SCHW
Schwab Charles Corp

Financial Services
36
+ 0.79%
$69.06 - $91.24 $2.49K - $3.28K
4.58K $418M
CRM
Salesforce, Inc.

Technology
159
+ 10.23%
$236.26 - $291.15 $37.6K - $46.3K
1.71K $467M
PARA
Paramount Global

Communication Services
5
+ 0.01%
$10.65 - $12.9 $53.3 - $64.5
51.8K $668M
XYL
Xylem Inc.

Industrials
62
+ 1.6%
$102.86 - $129.5 $6.38K - $8.03K
3.93K $509M
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.31%
$113.75 - $148.48 $1.02K - $1.34K
2.94K $429M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
463
+ 1.13%
$47.46 - $55.3 $22K - $25.6K
41.5K $2.28B
LMT
Lockheed Martin Corp

Industrials
46
+ 5.5%
$430.82 - $486.45 $19.8K - $22.4K
883 $409M
CGCP
Capital Group Core Plus Income

ETFs
868
+ 0.4%
$21.92 - $22.56 $19K - $19.6K
220K $4.96B
QCOM
Qualcomm Inc

Technology
33
+ 0.98%
$124.66 - $159.48 $4.11K - $5.26K
3.39K $540M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 1.61%
$908.13 - $1056.85 $4.54K - $5.28K
315 $312M
GLD
Spdr Gold Trust

ETFs
1
+ 0.1%
$273.71 - $316.29 $274 - $316
1K $305M
LLY
Eli Lilly & CO

Healthcare
70
+ 8.42%
$713.71 - $898.95 $50K - $62.9K
901 $703M
TFC
Truist Financial Corp

Financial Services
60
+ 1.07%
$34.79 - $42.99 $2.09K - $2.58K
5.67K $244M
CGSD
Capital Grp Core Plus Income E
2
+ 0.0%
N/A
51.5K $1.34B
SNAP
Snap Inc

Communication Services
539
+ 2.66%
$7.23 - $9.21 $3.9K - $4.96K
20.8K $181M
NEE
Nextera Energy Inc

Utilities
109
+ 1.98%
$64.11 - $75.0 $6.99K - $8.18K
5.62K $390M
Activity Summary
Buys All Purchases 71 New Holdings 9 Increased Positions 62 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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