Smi Advisory Services, LLC Purchases in Q2 2025

Smi Advisory Services, LLC

  • $199 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDD
First Trust Stoxx European Sel

ETFs
1.25M
New
$12.08 - $15.54 $15.1M - $19.4M
1.25M $19.4M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
86.7K
New
$66.89 - $111.18 $5.8M - $9.63M
86.7K $9.63M
XAR
Spdr S&P Aerospace & Defense E

ETFs
45.4K
New
$144.94 - $210.94 $6.58M - $9.57M
45.4K $9.57M
IVV
Ishares Core S&P 500 ETF

ETFs
3.44K
+ 11.02%
$498.8 - $620.9 $1.71M - $2.13M
34.6K $21.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.4K
+ 3.41%
$75.05 - $77.34 $778K - $802K
315K $24.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.88K
New
$456.74 - $568.03 $858K - $1.07M
1.88K $1.07M
LLY
Eli Lilly & CO

Healthcare
1.08K
New
$713.71 - $898.95 $773K - $974K
1.08K $844K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.96K
New
$272.36 - $339.57 $533K - $665K
1.96K $664K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.4K
New
$320.42 - $424.58 $450K - $596K
1.4K $591K
XOM
Exxon Mobil Corp

Energy
5.33K
New
$99.93 - $119.04 $533K - $635K
5.33K $575K
SPY
Spdr S&P 500 ETF Trust

ETFs
123
+ 2.9%
$496.48 - $617.85 $61.1K - $76K
4.37K $2.7M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12.8K
New
$25.04 - $25.18 $320K - $321K
12.8K $321K
VUG
Vanguard Growth ETF

ETFs
595
New
$329.49 - $438.4 $196K - $261K
595 $260K
VTV
Vanguard Value ETF

ETFs
1.4K
New
$153.67 - $176.74 $215K - $247K
1.4K $247K
AVGO
Broadcom Inc.

Technology
884
New
$146.29 - $275.65 $129K - $244K
884 $243K
VIG
Vanguard Dividend Appreciation

ETFs
1.23K
New
N/A
1.23K $223K
SCHO
Schwab Short Term Us Treasury

ETFs
8.23K
+ 2.35%
$24.19 - $24.45 $199K - $201K
358K $8.73M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2
+ 0.01%
$23.87 - $29.82 $47.7 - $59.6
19.6K $585K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
783
+ 6.93%
$42.51 - $43.7 $33.3K - $34.2K
12.1K $527K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.53K
+ 10.69%
$19.49 - $19.66 $29.8K - $30K
15.8K $310K
DNP
Dnp Select Income Fund Inc

Financial Services
433
+ 2.72%
$8.89 - $9.88 $3.85K - $4.28K
16.4K $160K
Spinnaker ETF Series
18.4K
+ 8.53%
N/A
234K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
1.96K
New
N/A
1.96K $0
Global X Fds
160K
New
N/A
160K $0
ETF Opportunities Trust
175K
+ 2.49%
N/A
7.19M $0
ETF Opportunities Trust
55.5K
+ 1.99%
N/A
2.84M $0
GVAL
Cambria Global Value ETF
13.9K
+ 2.05%
N/A
690K $0
Activity Summary
Buys All Purchases 28 New Holdings 16 Increased Positions 12 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email