Smith, Moore & Co. Purchases in Q1 2025

Smith, Moore & Co.

  • $1.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
78.6K
+ 35.11%
$50.48 - $51.04 $3.97M - $4.01M
302K $15.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
119K
+ 202.67%
$24.91 - $29.02 $2.98M - $3.47M
178K $4.47M
CTA
Simplify Exch Traded Fds Simpl

ETFs
65.1K
New
$27.81 - $30.21 $1.81M - $1.97M
65.1K $1.93M
CGDV
Capital Group Divid Value ETF

ETFs
40.8K
+ 16.34%
$34.95 - $37.36 $1.43M - $1.53M
291K $10.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.07K
+ 1.01%
$34.58 - $45.97 $36.8K - $49K
107K $4.92M
VFMV
Vanguard Wellington Fd

ETFs
9.33K
+ 185.6%
$119.38 - $128.27 $1.11M - $1.2M
14.4K $1.82M
VEA
Vanguard Ftse Developed Market

ETFs
6.78K
+ 2.56%
$47.4 - $52.99 $322K - $359K
272K $13.8M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
7.38K
New
$147.38 - $176.39 $1.09M - $1.3M
7.38K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.9K
+ 14.15%
$27.01 - $28.54 $862K - $910K
257K $7.2M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
775
+ 1.17%
$43.79 - $57.46 $33.9K - $44.5K
67.1K $3.84M
TFLO
Ishares Treasury Floating Rate

ETFs
15.8K
+ 28.01%
$50.48 - $50.68 $797K - $800K
72.2K $3.66M
GLD
Spdr Gold Trust

ETFs
591
+ 4.44%
$243.19 - $288.14 $144K - $170K
13.9K $4.01M
JMEE
J P Morgan Exchange Traded Fd

ETFs
15.5K
+ 78.12%
$54.51 - $63.63 $845K - $987K
35.4K $1.98M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.63K
New
$283.24 - $338.07 $745K - $889K
2.63K $775K
AVDV
American Centy ETF Tr Avantis

ETFs
5.83K
+ 7.72%
$63.74 - $71.96 $371K - $419K
81.3K $5.67M
LAD
Lithia Motors Inc

Consumer Cyclical
2.46K
New
$285.59 - $385.71 $701K - $947K
2.46K $720K
ABT
Abbott Laboratories

Healthcare
1.65K
+ 6.49%
$111.1 - $140.22 $183K - $232K
27.1K $3.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.53K
+ 194.3%
$71.17 - $73.66 $607K - $628K
12.9K $948K
IHDG
Wisdomtree Tr

ETFs
14.2K
+ 13.63%
$43.4 - $47.51 $617K - $675K
118K $5.14M
SLV
I Shares Silver Trust

ETFs
5.8K
+ 6.83%
$26.93 - $31.32 $156K - $182K
90.7K $2.81M
T
At&T Inc.

Communication Services
2.58K
+ 3.65%
$21.56 - $28.28 $55.6K - $72.9K
73.2K $2.07M
IVE
Ishares S&P 500 Value ETF

ETFs
2.67K
+ 1.34%
$185.78 - $198.58 $495K - $529K
201K $38.4M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.75K
+ 1.76%
$78.97 - $85.82 $139K - $151K
102K $8.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.78K
+ 2.68%
$42.5 - $46.71 $203K - $223K
183K $8.28M
KRP
Kimbell Royalty Partners, LP

Energy
30.5K
New
$13.35 - $16.45 $407K - $502K
30.5K $426K
AMGN
Amgen Inc

Healthcare
177
+ 2.62%
$258.59 - $327.36 $45.8K - $57.9K
6.94K $2.16M
PM
Philip Morris International Inc.

Consumer Defensive
150
+ 1.56%
$117.15 - $158.79 $17.6K - $23.8K
9.79K $1.55M
BNDX
Vanguard Total International B

ETFs
8.03K
New
$48.33 - $49.5 $388K - $397K
8.03K $391K
DG
Dollar General Corp

Consumer Defensive
4.4K
New
$68.44 - $87.93 $301K - $387K
4.4K $386K
AEM
Agnico Eagle Mines LTD

Basic Materials
91
+ 0.75%
$79.66 - $108.41 $7.25K - $9.87K
12.3K $1.33M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.6K
New
$22.61 - $23.14 $330K - $338K
14.6K $337K
CORT
Corcept Therapeutics Inc

Healthcare
2.87K
New
$49.85 - $114.22 $143K - $327K
2.87K $327K
PAXS
Pimco Access Income Fund

Financial Services
14.5K
+ 14.47%
$15.31 - $16.37 $222K - $237K
114K $1.84M
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.03K
New
$59.6 - $67.2 $300K - $338K
5.03K $320K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.1K
+ 6.95%
$20.2 - $22.24 $225K - $248K
172K $3.69M
FDL
First Tr Morningstar Dividend

ETFs
4.4K
+ 11.61%
$39.69 - $43.83 $174K - $193K
42.3K $1.84M
AEE
Ameren Corp

Utilities
1.37K
+ 9.34%
$86.87 - $103.67 $119K - $142K
16.1K $1.61M
VICI
Vici Properties Inc.

Real Estate
9.18K
New
$28.21 - $32.68 $259K - $300K
9.18K $299K
VZ
Verizon Communications Inc

Communication Services
1.24K
+ 2.83%
$37.81 - $46.49 $46.8K - $57.6K
45.1K $2.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
573
New
$497.6 - $606.74 $285K - $348K
573 $285K
QCOM
Qualcomm Inc

Technology
1.83K
+ 34.16%
$151.94 - $175.86 $279K - $322K
7.2K $1.11M
EPI
Wisdomtree Tr India Earnings F

ETFs
6.25K
New
$40.08 - $45.85 $250K - $287K
6.25K $273K
ELV
Elevance Health, Inc.

Healthcare
22
+ 0.56%
$365.9 - $436.25 $8.05K - $9.6K
3.92K $1.71M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.98K
New
$80.53 - $147.57 $159K - $292K
1.98K $261K
VPU
Vanguard Utilities ETF

ETFs
1.46K
New
$161.24 - $173.33 $235K - $252K
1.46K $248K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.99K
New
$58.01 - $64.46 $231K - $257K
3.99K $247K
MSTR
Microstrategy Inc

Technology
862
+ 86.29%
$239.27 - $396.5 $206K - $342K
1.86K $536K
LNG
Cheniere Energy, Inc.

Energy
1.06K
New
$209.32 - $253.66 $221K - $268K
1.06K $244K
VOT
Vanguard Mid Cap Growth Index

ETFs
991
New
$237.72 - $276.98 $236K - $274K
991 $242K
Activity Summary
Buys All Purchases 260 New Holdings 34 Increased Positions 226 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 0 Puts 0
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