Smi Advisory Services, LLC Portfolio Holdings

Smi Advisory Services, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $385 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Seld Idxd Fd Tr Bul with a value of $55.1M, Invesco Exchange Traded Fd Tr with a value of $44.6M, Spdr S&P 500 ETF Trust with a value of $42.3M, Vanguard Bd Index Fd Inc Inter with a value of $27.8M, and Spdr S&P Regional Banking ETF with a value of $21.1M.

Examining the 13F form we can see an decrease of $5.9M in the current position value, from $390M to 385M.

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.