Smith, Moore & Co. Purchases in Q1 2025

Smith, Moore & Co.

  • $1.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRMN
Garmin LTD

Technology
1.1K
New
$204.55 - $241.93 $226K - $267K
1.1K $239K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.13K
New
$55.11 - $65.5 $228K - $271K
4.13K $234K
DGRO
Ishares Core Dividend Growth E

ETFs
3.11K
+ 3.5%
$60.46 - $64.42 $188K - $200K
91.7K $5.67M
RGLD
Royal Gold Inc

Basic Materials
1.4K
New
$132.55 - $163.51 $186K - $229K
1.4K $228K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.9K
New
$55.75 - $77.63 $162K - $225K
2.9K $225K
WELL
Welltower Inc.

Real Estate
1.46K
New
$124.05 - $156.86 $180K - $228K
1.46K $222K
TFC
Truist Financial Corp

Financial Services
5.36K
New
$39.48 - $48.15 $211K - $258K
5.36K $220K
PSLV
Sprott Physical Silver Trust

Financial Services
429
+ 0.41%
$9.86 - $11.68 $4.23K - $5.01K
106K $1.23M
FNV
Franco Nevada Corp

Basic Materials
1.33K
New
$120.72 - $157.56 $160K - $209K
1.33K $208K
SO
Southern CO

Utilities
45
+ 0.22%
$80.96 - $92.96 $3.64K - $4.18K
20.9K $1.93M
GE
General Electric CO

Industrials
84
+ 1.5%
$168.59 - $212.13 $14.2K - $17.8K
5.68K $1.14M
MSI
Motorola Solutions, Inc.

Technology
462
New
$411.73 - $482.1 $190K - $223K
462 $202K
IXJ
Ishares Global Healthcare ETF

ETFs
2.21K
New
$86.01 - $94.19 $190K - $208K
2.21K $201K
MMM
3 M CO

Industrials
47
+ 0.45%
$129.7 - $155.12 $6.1K - $7.29K
10.6K $1.55M
MO
Altria Group, Inc.

Consumer Defensive
675
+ 3.53%
$50.81 - $60.02 $34.3K - $40.5K
19.8K $1.19M
BAR
Granite Shares Gold Trust

ETFs
1.27K
+ 4.39%
$26.01 - $30.84 $33K - $39.1K
30.2K $930K
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 28.16%
$64.98 - $124.62 $102K - $196K
7.17K $605K
OKE
Oneok Inc

Energy
1.96K
+ 14.1%
$89.57 - $109.85 $175K - $215K
15.8K $1.57M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
9
+ 0.03%
$59.67 - $68.53 $537 - $617
31.9K $2.11M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 15.13%
$192.82 - $222.1 $411K - $474K
16.2K $3.13M
IBM
International Business Machines Corp

Technology
281
+ 8.66%
$217.4 - $264.74 $61.1K - $74.4K
3.53K $876K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.93K
+ 12.81%
$48.65 - $53.06 $93.8K - $102K
17K $882K
ENB
Enbridge Inc

Energy
1.44K
+ 3.26%
$41.54 - $45.45 $59.8K - $65.4K
45.5K $2.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.33K
+ 5.7%
$44.41 - $45.98 $104K - $107K
43.2K $1.97M
IEFA
Ishares Tr

ETFs
1.17K
+ 13.05%
$69.57 - $78.65 $81K - $91.6K
10.1K $763K
AIQ
Global X Funds Global X Artifi

ETFs
4.8K
+ 27.11%
$36.38 - $42.77 $174K - $205K
22.5K $818K
MA
Mastercard Inc

Financial Services
77
+ 1.8%
$504.67 - $576.31 $38.9K - $44.4K
4.35K $2.38M
SLB
Schlumberger Limited

Energy
1.47K
+ 7.17%
$38.4 - $43.74 $56.4K - $64.2K
22K $917K
WM
Waste Management Inc

Industrials
51
+ 1.27%
$200.54 - $233.78 $10.2K - $11.9K
4.08K $944K
UNP
Union Pacific Corp

Industrials
94
+ 0.72%
$225.21 - $254.42 $21.2K - $23.9K
13.2K $3.12M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
9.51K
+ 10.94%
$12.18 - $12.91 $116K - $123K
96.4K $1.19M
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.62K
+ 4.19%
$47.4 - $50.24 $171K - $182K
89.9K $4.34M
IDEV
Ishares Core Msci Intl Develop

ETFs
101
+ 0.41%
$63.77 - $71.36 $6.44K - $7.21K
24.4K $1.68M
PEP
Pepsico Inc

Consumer Defensive
999
+ 5.86%
$142.64 - $156.42 $142K - $156K
18K $2.7M
EVRG
Evergy, Inc.

Utilities
582
+ 6.09%
$59.9 - $69.52 $34.9K - $40.5K
10.1K $698K
PG
Procter & Gamble CO

Consumer Defensive
107
+ 0.35%
$158.56 - $176.26 $17K - $18.9K
30.8K $5.25M
COP
Conocophillips

Energy
353
+ 3.14%
$88.6 - $105.85 $31.3K - $37.4K
11.6K $1.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
266
+ 0.75%
$95.85 - $99.25 $25.5K - $26.4K
35.6K $3.52M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.37K
+ 78.05%
$65.15 - $91.81 $154K - $217K
5.4K $352K
SHEL
Shell PLC

Energy
95
+ 1.21%
$62.84 - $73.29 $5.97K - $6.96K
7.94K $581K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.91K
+ 2.99%
$56.17 - $59.71 $108K - $114K
66K $3.77M
OUNZ
Van Eck Merk Gold Trust

ETFs
592
+ 4.24%
$25.41 - $30.14 $15K - $17.8K
14.5K $438K
JHMM
John Hancock Multifactor Mid C

ETFs
2.03K
+ 14.28%
$55.69 - $63.12 $113K - $128K
16.2K $931K
CL
Colgate Palmolive CO

Consumer Defensive
485
+ 3.87%
$85.68 - $97.5 $41.6K - $47.3K
13K $1.22M
BXSL
Blackstone Secured Lending Fund

Financial Services
2.35K
+ 6.75%
$31.3 - $34.5 $73.5K - $81K
37.1K $1.2M
RDVY
First Trust Rising Dividend Ac

ETFs
2.29K
+ 2.45%
$57.22 - $63.39 $131K - $145K
95.7K $5.6M
SJM
J M Smucker CO

Consumer Defensive
293
+ 6.42%
$100.41 - $118.41 $29.4K - $34.7K
4.86K $575K
UNH
Unitedhealth Group Inc

Healthcare
61
+ 2.82%
$461.52 - $548.18 $28.2K - $33.4K
2.22K $1.16M
D
Dominion Energy, Inc

Utilities
901
+ 10.74%
$52.85 - $57.43 $47.6K - $51.7K
9.29K $521K
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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