Smi Advisory Services, LLC Portfolio Holdings by Sector
Smi Advisory Services, LLC
- $189 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BSCP GLD BIV IWD IVV VXF SCHO SPY 30 stocks |
$178,305
94.53% of portfolio
|
  16  
|
  12  
|
  8  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS DNP 2 stocks |
$8,381
4.44% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$1,388
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$476
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
OLO 1 stocks |
$64
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
CODX 1 stocks |
$10
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|