Smi Advisory Services, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $41M, Invesco Et Seld Idxd Fd Tr Bul with a value of $24.6M, Vanguard Bd Index Fd Inc Inter with a value of $24.3M, Ishares Core S&P 500 ETF with a value of $21.5M, and First Trust Stoxx European Sel with a value of $19.4M.

Examining the 13F form we can see an increase of $9.95M in the current position value, from $189M to 199M.

Smi Advisory Services, LLC is based out at Columbus, IN

Below you can find more details about Smi Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Million
ETFs: $185 Million
Financial Services: $8.83 Million
Industrials: $2.07 Million
Technology: $938,000
Healthcare: $851,000
Energy: $575,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $199 Million
  • Prior Value $189 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Smi Advisory Services, LLC Portfolio

Follow Smi Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smi Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smi Advisory Services, LLC with notifications on news.