Smi Advisory Services, LLC Purchases and Sells in Q2 2025

Smi Advisory Services, LLC

$199 Million
Q2 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.44K + 11.02%	$498.8 - $620.9 $1.71M - $2.13M	34.6K $21.5M
BIV	10.4K + 3.41%	$75.05 - $77.34 $778K - $802K	315K $24.3M
SPY	123 + 2.9%	$496.48 - $617.85 $61.1K - $76K	4.37K $2.7M
SCHO	8.23K + 2.35%	$24.19 - $24.45 $199K - $201K	358K $8.73M
SCHK	2 + 0.01%	$23.87 - $29.82 $47.7 - $59.6	19.6K $585K
AGGY	783 + 6.93%	$42.51 - $43.7 $33.3K - $34.2K	12.1K $527K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDD	1.25M New	$12.08 - $15.54 $15.1M - $19.4M	1.25M $19.4M
NLR	86.7K New	$66.89 - $111.18 $5.8M - $9.63M	86.7K $9.63M
XAR	45.4K New	$144.94 - $210.94 $6.58M - $9.57M	45.4K $9.57M
VOO	1.88K New	$456.74 - $568.03 $858K - $1.07M	1.88K $1.07M
LLY	1.08K New	$713.71 - $898.95 $773K - $974K	1.08K $844K
IWB	1.96K New	$272.36 - $339.57 $533K - $665K	1.96K $664K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCP	-1.17M - 49.58%	$20.66 - $20.74 $24.2M - $24.3M	1.19M $24.6M
QQQM	-1.88K - 25.71%	$171.4 - $227.1 $321K - $426K	5.42K $1.23M
SPTS	-2.35K - 16.8%	$29.07 - $29.38 $68.2K - $69K	11.6K $340K
BND	-818 - 11.16%	$72.02 - $73.82 $58.9K - $60.4K	6.51K $479K
BSCQ	-1.36K - 7.01%	$19.44 - $19.56 $26.4K - $26.6K	18K $351K
FIDELITY WISE ORIGIN BITCOIN	-1.31K - 33.73%	N/A	2.57K $0

Activity Summary All Purchases 28 New Holdings 16 Increased Positions 12 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.