Smi Advisory Services, LLC Portfolio Holdings

Smi Advisory Services, LLC

  • $385 Million
  • Q3 2024

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.

Portfolio value $385 Million
ETFs: $375 Million
Financial Services: $6.46 Million
Industrials: $1.83 Million
Healthcare: $944,000
Technology: $535,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $385 Million
  • Prior Value $390 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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