Smith Anglin Financial, LLC Incresed Positions in Q1 2024

Smith Anglin Financial, LLC

  • $963 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
404K
+ 38.11%
$72.87 - $85.14 $29.4M - $34.4M
1.46M $124M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
471K
+ 59.29%
$29.62 - $34.14 $14M - $16.1M
1.27M $42.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24.3K
+ 4.88%
$86.47 - $110.05 $2.1M - $2.68M
523K $57.5M
JHMM
John Hancock Multifactor Mid C

ETFs
38.4K
+ 3.23%
$51.1 - $57.38 $1.96M - $2.2M
1.23M $70.5M
SYLD
Cambria Shareholder Yld ETF

ETFs
23.3K
+ 2.72%
$65.45 - $73.27 $1.53M - $1.71M
881K $64.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
229K
+ 23.89%
$28.84 - $29.16 $6.6M - $6.67M
1.19M $34.3M
DGRO
Ishares Core Dividend Growth E

ETFs
46.3K
+ 6.92%
$53.33 - $58.06 $2.47M - $2.69M
716K $41.6M
AVUS
American Centy ETF Tr Avantis

ETFs
11.9K
+ 2.42%
$79.93 - $89.5 $948K - $1.06M
503K $45M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
45.2K
+ 11.21%
$102.54 - $108.16 $4.63M - $4.89M
448K $47.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
43.5K
+ 14.05%
$79.39 - $81.28 $3.45M - $3.53M
353K $28.4M
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
6.18K
+ 9.71%
$100.39 - $112.97 $621K - $698K
69.9K $7.89M
AMZN
Amazon Com Inc

Consumer Cyclical
609
+ 1.48%
$144.57 - $180.38 $88K - $110K
41.9K $7.56M
MSFT
Microsoft Corp

Technology
526
+ 4.09%
$367.75 - $429.37 $193K - $226K
13.4K $5.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
609
+ 9.17%
$359.29 - $420.52 $219K - $256K
7.25K $3.05M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.05%
$491.35 - $556.4 $3.44K - $3.89K
13.8K $7.67M
SCHG
Schwab Strategic Tr Us Large C

ETFs
241
+ 0.51%
$80.6 - $93.32 $19.4K - $22.5K
47.8K $4.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.6K
+ 8.59%
$75.25 - $80.63 $271K - $290K
45.5K $3.67M
WING
Wingstop Inc.

Consumer Cyclical
3
+ 0.08%
$243.2 - $370.76 $730 - $1.11K
3.89K $1.42M
XOM
Exxon Mobil Corp

Energy
294
+ 1.36%
$96.8 - $116.24 $28.5K - $34.2K
22K $2.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.9K
+ 43.02%
$54.75 - $57.86 $323K - $341K
19.6K $1.13M
IBM
International Business Machines Corp

Technology
212
+ 2.04%
$159.16 - $197.78 $33.7K - $41.9K
10.6K $2.02M
WMT
Walmart Inc.

Consumer Defensive
22.1K
+ 213.74%
$58.61 - $175.86 $1.29M - $3.88M
32.4K $1.95M
DAL
Delta Air Lines, Inc.

Industrials
650
+ 1.89%
$36.98 - $47.87 $24K - $31.1K
35.1K $1.68M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.12K
+ 6.75%
$73.37 - $87.29 $82.2K - $97.9K
17.7K $1.55M
XLV
Select Sector Spdr Fund Health

ETFs
1.61K
+ 34.59%
$138.48 - $147.86 $223K - $238K
6.26K $924K
PFE
Pfizer Inc

Healthcare
10.7K
+ 108.92%
$25.89 - $29.73 $277K - $319K
20.6K $570K
IAK
Ishares Tr

ETFs
834
+ 8.27%
$101.06 - $117.39 $84.3K - $97.9K
10.9K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
473
+ 23.77%
$338.26 - $395.2 $160K - $187K
2.46K $944K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.38K
+ 9.85%
$96.75 - $99.37 $230K - $237K
26.6K $2.6M
GOOGL
Alphabet Inc.

Communication Services
854
+ 14.36%
$131.4 - $153.51 $112K - $131K
6.8K $1.03M
V
Visa Inc.

Financial Services
308
+ 5.47%
$257.98 - $290.37 $79.5K - $89.4K
5.93K $1.66M
AMD
Advanced Micro Devices Inc

Technology
401
+ 11.75%
$135.32 - $211.38 $54.3K - $84.8K
3.81K $688K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.73K
+ 25.12%
$21.01 - $21.23 $184K - $185K
43.5K $920K
SVOL
Simplify ETF Simplify Volatili

ETFs
7.6K
+ 10.73%
$22.61 - $23.09 $172K - $175K
78.4K $1.78M
JPM
Jpmorgan Chase & CO

Financial Services
389
+ 14.51%
$167.09 - $200.3 $65K - $77.9K
3.07K $614K
CAT
Caterpillar Inc

Industrials
79
+ 4.33%
$278.63 - $366.43 $22K - $28.9K
1.9K $696K
XLP
Consumer Staples Sector Spdr

ETFs
1.58K
+ 26.74%
$71.59 - $76.36 $113K - $120K
7.47K $570K
XLE
Energy Sector Spdr

ETFs
541
+ 6.32%
$79.91 - $94.41 $43.2K - $51.1K
9.1K $859K
ORCL
Oracle Corp

Technology
600
+ 18.59%
$102.46 - $129.24 $61.5K - $77.5K
3.83K $480K
ABBV
Abb Vie Inc.

Healthcare
253
+ 7.71%
$159.82 - $182.1 $40.4K - $46.1K
3.53K $643K
BLDR
Builders First Source, Inc.

Industrials
33
+ 1.09%
$157.29 - $211.12 $5.19K - $6.97K
3.05K $636K
EFA
Ishares Tr Msci Eafe ETF

ETFs
60
+ 0.22%
$73.11 - $80.04 $4.39K - $4.8K
27.1K $2.17M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
781
+ 3.56%
$70.29 - $76.0 $54.9K - $59.4K
22.7K $1.73M
PEP
Pepsico Inc

Consumer Defensive
422
+ 5.28%
$162.04 - $175.01 $68.4K - $73.9K
8.42K $1.47M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.86K
+ 19.14%
$44.84 - $49.24 $83.4K - $91.5K
11.6K $569K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 1.89%
$644.69 - $785.59 $15.5K - $18.9K
1.29K $946K
AVGO
Broadcom Inc.

Technology
24
+ 6.4%
$1049.01 - $1407.01 $25.2K - $33.8K
399 $528K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 1.21%
$429.43 - $481.35 $10.7K - $12K
2.09K $1.01M
LUV
Southwest Airlines CO

Industrials
1.19K
+ 0.85%
$27.31 - $34.83 $32.4K - $41.4K
141K $4.1M
Activity Summary
Buys All Purchases 112 New Holdings 28 Increased Positions 84 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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