Smi Advisory Services, LLC Purchases and Sells in Q1 2025

Smi Advisory Services, LLC

$189 Million
Q1 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	91.6K + 193.55%	$243.19 - $288.14 $22.3M - $26.4M	139K $40M
PHYS	129K + 59.51%	$20.25 - $24.06 $2.61M - $3.1M	345K $8.22M
IVV	5.85K + 23.09%	$554.06 - $615.85 $3.24M - $3.6M	31.2K $17.4M
VXF	13.3K + 24.33%	$170.36 - $201.04 $2.27M - $2.68M	68.1K $11.8M
SCHO	50.4K + 16.84%	$24.1 - $24.34 $1.22M - $1.23M	350K $8.51M
BSCQ	6.72K + 53.04%	$19.42 - $19.54 $130K - $131K	19.4K $377K

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	94.3K New	$182.82 - $196.21 $17.2M - $18.5M	94.3K $17.6M
SPLG	5.57K New	$64.88 - $72.1 $361K - $401K	5.57K $363K
UFEB	5.83K New	$32.13 - $33.82 $187K - $197K	5.83K $188K
UDEC	5.12K New	$34.08 - $35.99 $175K - $184K	5.12K $175K
BSCS	6.53K New	$20.05 - $20.4 $131K - $133K	6.53K $132K
BSCT	5.65K New	$18.18 - $18.58 $103K - $105K	5.65K $104K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	-285K - 97.5%	$192.82 - $222.1 $54.9M - $63.2M	7.29K $1.41M
SPY	-80K - 94.96%	$551.42 - $612.93 $44.1M - $49M	4.24K $2.37M
VCIT	-115K - 96.36%	$79.17 - $82.04 $9.08M - $9.41M	4.33K $353K
BSCP	-395K - 14.33%	$20.64 - $20.73 $8.14M - $8.18M	2.36M $48.8M
BIV	-62.7K - 17.09%	$73.78 - $76.59 $4.63M - $4.81M	304K $23.3M
SPTS	-25.4K - 64.52%	$28.92 - $29.24 $735K - $743K	14K $408K

Activity Summary All Purchases 25 New Holdings 14 Increased Positions 11 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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