Smith Anglin Financial, LLC Incresed Positions in Q1 2025

Smith Anglin Financial, LLC

  • $836 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
299K
+ 14.18%
$30.59 - $33.02 $9.15M - $9.88M
2.41M $77M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
272K
+ 36.45%
$26.65 - $32.61 $7.26M - $8.89M
1.02M $28.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.7K
+ 23.18%
$100.34 - $100.68 $2.78M - $2.79M
147K $14.8M
GLD
Spdr Gold Trust

ETFs
6.27K
+ 120.83%
$243.19 - $288.14 $1.52M - $1.81M
11.5K $3.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14K
+ 272.45%
$50.39 - $50.66 $706K - $709K
19.1K $969K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
161
+ 2.23%
$442.66 - $534.52 $71.3K - $86.1K
7.37K $3.87M
DGRO
Ishares Core Dividend Growth E

ETFs
11.2K
+ 0.8%
$60.46 - $64.42 $679K - $724K
1.42M $86.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.39K
+ 31.57%
$51.39 - $57.43 $277K - $309K
22.4K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.33K
+ 7.77%
$507.05 - $563.67 $1.18M - $1.31M
32.3K $16.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.8K
+ 10.19%
$27.01 - $28.54 $319K - $337K
128K $3.52M
VEA
Vanguard Ftse Developed Market

ETFs
4.65K
+ 27.31%
$47.4 - $52.99 $220K - $246K
21.7K $1.11M
IBM
International Business Machines Corp

Technology
76
+ 0.79%
$217.4 - $264.74 $16.5K - $20.1K
9.64K $2.4M
XLC
Select Sector Spdr Tr Communic

ETFs
2.67K
+ 74.61%
$94.84 - $105.31 $253K - $281K
6.24K $597K
KO
Coca Cola CO

Consumer Defensive
187
+ 0.79%
$60.81 - $72.32 $11.4K - $13.5K
23.9K $1.71M
MSTR
Microstrategy Inc

Technology
751
+ 42.77%
$239.27 - $396.5 $180K - $298K
2.51K $725K
CVX
Chevron Corp

Energy
367
+ 5.41%
$146.71 - $167.97 $53.8K - $61.6K
7.15K $1.2M
RKLB
Rocket Lab Usa, Inc.

Industrials
15.5K
+ 132.09%
$17.12 - $31.57 $266K - $490K
27.3K $507K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.17K
+ 25.62%
$113.13 - $127.79 $246K - $278K
10.7K $1.22M
JPM
Jpmorgan Chase & CO

Financial Services
755
+ 22.65%
$225.19 - $279.95 $170K - $211K
4.09K $1M
CRM
Salesforce, Inc.

Technology
868
+ 108.36%
$268.36 - $359.95 $233K - $312K
1.67K $447K
GLDM
World Gold Trust

ETFs
1.38K
+ 18.48%
$52.19 - $61.89 $72.1K - $85.5K
8.86K $540K
COST
Costco Wholesale Corp

Consumer Defensive
94
+ 7.2%
$890.62 - $1076.86 $83.7K - $101K
1.4K $1.32M
MO
Altria Group, Inc.

Consumer Defensive
609
+ 5.86%
$50.81 - $60.02 $30.9K - $36.6K
11K $660K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.65K
+ 4.77%
$25.77 - $27.6 $94K - $101K
80K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
108
+ 3.92%
$279.74 - $321.29 $30.2K - $34.7K
2.86K $893K
MCK
Mckesson Corp

Healthcare
14
+ 1.78%
$566.21 - $672.99 $7.93K - $9.42K
801 $539K
PM
Philip Morris International Inc.

Consumer Defensive
56
+ 2.65%
$117.15 - $158.79 $6.56K - $8.89K
2.17K $343K
VZ
Verizon Communications Inc

Communication Services
499
+ 4.09%
$37.81 - $46.49 $18.9K - $23.2K
12.7K $576K
JD
Jd.Com, Inc.

Consumer Cyclical
725
+ 10.72%
$33.1 - $45.21 $24K - $32.8K
7.49K $307K
ITA
Ishares Tr

ETFs
12
+ 0.14%
$144.84 - $159.5 $1.74K - $1.91K
8.45K $1.29M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.08K
+ 2.1%
$42.93 - $44.71 $46.1K - $48.1K
52.2K $2.29M
ABT
Abbott Laboratories

Healthcare
44
+ 1.49%
$111.1 - $140.22 $4.89K - $6.17K
2.99K $396K
CRWD
Crowd Strike Holdings, Inc.

Technology
117
+ 5.66%
$308.86 - $455.36 $36.1K - $53.3K
2.18K $770K
CSCO
Cisco Systems, Inc.

Technology
758
+ 14.06%
$58.74 - $64.87 $44.5K - $49.2K
6.15K $379K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
31
+ 0.41%
$63.07 - $73.5 $1.96K - $2.28K
7.68K $544K
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
147
+ 5.63%
$126.11 - $135.06 $18.5K - $19.9K
2.76K $351K
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
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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