Smi Advisory Services, LLC Portfolio Holdings

Smi Advisory Services, LLC

  • $221 Million
  • Q3 2025

Smi Advisory Services, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $221 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $45.3M, Invesco Et Seld Idxd Fd Tr Bul with a value of $25.6M, Vanguard Bd Index Fd Inc Inter with a value of $24.9M, Ishares Core S&P 500 ETF with a value of $22.9M, and Ishares Russell 1000 Gr ETF with a value of $17.5M.

Examining the 13F form we can see an increase of $22M in the current position value, from $199M to 221M.

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 $221 Million
ETFs: $205 Million
Financial Services: $10.2 Million
Industrials: $2.18 Million
Technology: $1.55 Million
Healthcare: $836,000
Energy: $606,000

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 75
  • Current Value $221 Million
  • Prior Value $199 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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