Smith Chas P & Associates Pa Cpas Sells in Q2 2025

Smith Chas P & Associates Pa Cpas

  • $1.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-150
- 4.87%
$243.75 - $303.93 $36.6K - $45.6K
2.93K $890K
TQQQ
Proshares Ultrapro Qqq

ETFs
-685
- 13.19%
$38.9 - $83.0 $26.6K - $56.9K
4.51K $366K
COST
Costco Wholesale Corp

Consumer Defensive
-123
- 2.72%
$908.13 - $1056.85 $112K - $130K
4.4K $4.35M
RTX
Raytheon Technologies Corp

Industrials
-6
- 0.09%
$113.75 - $148.48 $683 - $891
6.53K $953K
IBM
International Business Machines Corp

Technology
-66
- 2.83%
$221.03 - $294.78 $14.6K - $19.5K
2.26K $667K
CAT
Caterpillar Inc

Industrials
-13
- 0.69%
$273.94 - $388.21 $3.56K - $5.05K
1.87K $725K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-250
- 1.17%
$53.65 - $67.02 $13.4K - $16.8K
21.1K $1.42M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-50
- 0.13%
$103.88 - $123.68 $5.19K - $6.18K
37.4K $4.63M
V
Visa Inc.

Financial Services
-1.71K
- 1.05%
$308.27 - $373.31 $527K - $638K
161K $57.2M
GOOGL
Alphabet Inc.

Communication Services
-306
- 3.22%
$144.7 - $178.6 $44.3K - $54.7K
9.21K $1.62M
AVGO
Broadcom Inc.

Technology
-208
- 5.16%
$146.29 - $275.65 $30.4K - $57.3K
3.82K $1.05M
CSCO
Cisco Systems, Inc.

Technology
-14.7K
- 7.82%
$53.19 - $69.38 $782K - $1.02M
173K $12M
NVDA
Nvidia Corp

Technology
-1.51K
- 7.87%
$94.31 - $157.99 $142K - $238K
17.6K $2.78M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.06K
- 7.98%
$498.8 - $620.9 $3.02M - $3.77M
69.9K $43.4M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-785
- 2.92%
$96.11 - $173.53 $75.4K - $136K
26.1K $4.52M
FQAL
Fidelity Covington Tr Quality

ETFs
-6.15K
- 2.57%
$57.29 - $69.63 $352K - $428K
233K $16.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-650
- 0.77%
$416.06 - $551.64 $270K - $359K
83.7K $46.2M
WMT
Walmart Inc.

Consumer Defensive
-9.45K
- 1.17%
$81.79 - $99.98 $773K - $944K
795K $77.7M
GOOG
Alphabet Inc.

Communication Services
-6.86K
- 1.54%
$146.58 - $180.01 $1.01M - $1.23M
438K $77.8M
JPM
Jpmorgan Chase & CO

Financial Services
-8.68K
- 2.5%
$210.28 - $289.91 $1.83M - $2.52M
338K $98M
MSFT
Microsoft Corp

Technology
-1.36K
- 0.66%
$354.56 - $497.45 $483K - $678K
205K $102M
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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