Smith Anglin Financial, LLC Purchases in Q1 2025

Smith Anglin Financial, LLC

  • $836 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
2.42K
+ 31.03%
$25.01 - $27.13 $60.5K - $65.6K
10.2K $258K
ENFR
Alerian Energy Infrastructure

ETFs
1.01K
+ 13.97%
$30.27 - $34.12 $30.7K - $34.6K
8.26K $270K
COP
Conocophillips

Energy
164
+ 5.31%
$88.6 - $105.85 $14.5K - $17.4K
3.26K $341K
PANW
Palo Alto Networks Inc

Technology
272
+ 21.45%
$167.82 - $208.28 $45.6K - $56.7K
1.54K $262K
PG
Procter & Gamble CO

Consumer Defensive
56
+ 0.7%
$158.56 - $176.26 $8.88K - $9.87K
8.06K $1.37M
KLAC
Kla Corp

Technology
14
+ 3.9%
$636.62 - $777.63 $8.91K - $10.9K
373 $253K
LLY
Eli Lilly & CO

Healthcare
4
+ 1.02%
$725.72 - $929.72 $2.9K - $3.72K
398 $328K
DVY
Ishares Tr

ETFs
13
+ 0.09%
$128.58 - $138.1 $1.67K - $1.8K
14.1K $1.87M
SBUX
Starbucks Corp

Consumer Cyclical
36
+ 1.3%
$91.75 - $115.81 $3.3K - $4.17K
2.8K $273K
ADBE
Adobe Inc.

Technology
160
+ 24.62%
$377.84 - $464.11 $60.5K - $74.3K
810 $310K
ADP
Automatic Data Processing Inc

Industrials
12
+ 1.3%
$286.85 - $318.64 $3.44K - $3.82K
938 $286K
SPYG
Spdr Portfolio

ETFs
880
+ 12.15%
$80.05 - $92.39 $70.4K - $81.3K
8.12K $650K
VHT
Vanguard Health Care ETF

ETFs
15
+ 1.78%
$254.06 - $273.83 $3.81K - $4.11K
860 $226K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
50
+ 0.17%
$7.72 - $9.01 $386 - $451
29.1K $240K
F
Ford Motor CO

Consumer Cyclical
645
+ 3.05%
$9.12 - $10.43 $5.88K - $6.73K
21.8K $218K
UNP
Union Pacific Corp

Industrials
4
+ 0.39%
$225.21 - $254.42 $901 - $1.02K
1.04K $244K
NEE
Nextera Energy Inc

Utilities
103
+ 3.5%
$66.96 - $76.16 $6.9K - $7.84K
3.05K $216K
TXN
Texas Instruments Inc

Technology
16
+ 0.31%
N/A
5.12K $996K
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 6.44%
$271.18 - $303.12 $14.4K - $16.1K
876 $239K
Victory Portfolios Ii
2.51M
+ 4181.96%
N/A
2.57M $0
BUCK
Simplify Exchange Traded Fds S
11K
New
N/A
11K $0
Victory Portfolios Ii
55.6K
New
N/A
55.6K $0
Dimensional ETF Trust
8
+ 0.22%
N/A
3.62K $0
Ea Series Trust
2K
+ 3.33%
N/A
62K $0
QTUM
ETF Ser Solutions Defiance Qua
5.03K
+ 73.0%
N/A
11.9K $0
Ge Vernova Inc
2
+ 0.21%
N/A
947 $0
TAFI
Ab Active Etfs Inc Tax Aware S
729
+ 0.9%
N/A
81.4K $0
Hafnia LTD
12.5K
New
N/A
12.5K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
19.9K
+ 8.71%
N/A
248K $0
Ishares Bitcoin Trust ETF
3.72K
+ 29.69%
N/A
16.3K $0
Cambria ETF Tr
601
+ 1.29%
N/A
47.1K $0
Annaly Capital Management In
20.7K
New
N/A
20.7K $0
IVE
Ishares S&P 500 Value ETF

ETFs
639
+ 1.14%
$185.78 - $198.58 $119K - $127K
56.9K $10.7M
Blaize Hldgs Inc
10K
New
N/A
10K $0
Neos ETF Trust
4.77K
New
N/A
4.77K $0
BA
Boeing CO

Industrials
140
+ 3.9%
$148.15 - $186.25 $20.7K - $26.1K
3.73K $636K
AIQ
Global X Funds Global X Artifi

ETFs
675
+ 5.37%
$36.38 - $42.77 $24.6K - $28.9K
13.2K $483K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 6.98%
$4295.4 - $5141.88 $12.9K - $15.4K
46 $211K
LOW
Lowes Companies Inc

Consumer Cyclical
61
+ 4.31%
$222.66 - $268.42 $13.6K - $16.4K
1.48K $344K
PH
Parker Hannifin Corp

Industrials
1
+ 0.27%
$591.65 - $707.05 $592 - $707
376 $228K
AMD
Advanced Micro Devices Inc

Technology
510
+ 14.53%
$96.63 - $129.55 $49.3K - $66.1K
4.02K $413K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.85K
+ 4.88%
$21.75 - $24.28 $106K - $118K
104K $2.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.22%
$302.31 - $337.54 $605 - $675
929 $283K
DOV
Dover Corp

Industrials
4
+ 0.31%
$174.65 - $206.43 $699 - $826
1.28K $224K
ITOT
Ishares Core S&P Total U.S. St

ETFs
23
+ 0.86%
$120.29 - $134.6 $2.77K - $3.1K
2.68K $325K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27
+ 0.25%
$32.42 - $36.13 $875 - $976
10.8K $354K
PATH
Ui Path, Inc.

Technology
427
+ 4.14%
$9.97 - $15.19 $4.26K - $6.49K
10.8K $110K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
79
+ 0.3%
$21.23 - $23.75 $1.68K - $1.88K
26.1K $559K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 0.24%
$203.38 - $274.79 $610 - $824
1.26K $259K
Activity Summary
Buys All Purchases 120 New Holdings 20 Increased Positions 100 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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