Smi Advisory Services, LLC Portfolio Holdings by Sector
Smi Advisory Services, LLC
- $199 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
GLD BSCP BIV IVV FDD VXF NLR XAR 34 stocks |
$185,310
93.32% of portfolio
|
  18  
|
  13  
|
  11  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS DNP 2 stocks |
$8,827
4.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$1,713
0.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$938
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$844
0.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$575
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
HWM 1 stocks |
$358
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
CODX 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|