Smith, Moore & Co. Purchases in Q2 2025

Smith, Moore & Co.

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TIPT
Tiptree Inc.

Financial Services
12.8K
New
$20.69 - $24.18 $264K - $309K
12.8K $301K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
7.66K
New
$32.61 - $38.62 $250K - $296K
7.66K $291K
COIN
Coinbase Global, Inc.

Technology
802
New
$151.47 - $375.07 $121K - $301K
802 $281K
VB
Vanguard Small Cap ETF

ETFs
478
+ 4.35%
$193.73 - $237.37 $92.6K - $113K
11.5K $2.71M
PVAL
Putnam ETF Tr Putnam Focused L
6.61K
New
$33.6 - $40.23 $222K - $266K
6.61K $265K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 2.56%
$141.37 - $228.57 $14.1K - $22.9K
4K $906K
PWR
Quanta Services, Inc.

Industrials
675
New
$239.47 - $381.26 $162K - $257K
675 $255K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.28K
New
$83.67 - $109.12 $191K - $249K
2.28K $248K
GLW
Corning Inc

Technology
3K
+ 24.93%
$39.07 - $52.59 $117K - $158K
15K $790K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
8.05K
New
$23.44 - $28.85 $189K - $232K
8.05K $232K
RYN
Rayonier Inc

Real Estate
10.5K
New
$22.12 - $28.02 $231K - $293K
10.5K $231K
SCHW
Schwab Charles Corp

Financial Services
457
+ 3.27%
$69.06 - $91.24 $31.6K - $41.7K
14.4K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.22K
+ 6.4%
$51.14 - $57.0 $216K - $241K
70.2K $3.99M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
2.85K
New
$62.52 - $78.19 $178K - $223K
2.85K $221K
MU
Micron Technology Inc

Technology
1.78K
New
$64.72 - $127.91 $115K - $227K
1.78K $219K
TJX
Tjx Companies Inc

Consumer Cyclical
1.77K
New
$119.13 - $135.03 $211K - $239K
1.77K $218K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.82K
New
$60.47 - $79.12 $170K - $223K
2.82K $216K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.58K
New
$20.42 - $25.3 $175K - $217K
8.58K $216K
GD
General Dynamics Corp

Industrials
743
New
$247.68 - $291.66 $184K - $217K
743 $216K
KOCG
Shp ETF Tr Fis Knights Of Colu

ETFs
6.91K
New
$25.14 - $31.24 $174K - $216K
6.91K $215K
IDV
Ishares Tr

ETFs
6.26K
New
$27.79 - $34.84 $174K - $218K
6.26K $215K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.74K
New
$37.51 - $45.52 $178K - $216K
4.74K $214K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
9.25K
+ 15.84%
$12.25 - $15.47 $113K - $143K
67.6K $1.05M
VRT
Vertiv Holdings CO

Industrials
2.46K
New
N/A
2.46K $212K
BUG
Global X Fds Cybersecurity ETF

ETFs
5.72K
New
$29.9 - $37.1 $171K - $212K
5.72K $212K
ISRG
Intuitive Surgical Inc

Healthcare
391
New
$451.58 - $565.94 $177K - $221K
391 $212K
UPS
United Parcel Service Inc

Industrials
2.42K
+ 65.89%
$91.92 - $110.2 $222K - $266K
6.09K $614K
DLR
Digital Realty Trust, Inc.

Real Estate
1.19K
New
$136.11 - $177.69 $162K - $211K
1.19K $207K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.38K
New
$70.56 - $87.22 $168K - $207K
2.38K $207K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.86K
+ 9.37%
$39.43 - $49.34 $73.2K - $91.6K
21.7K $1.03M
TT
Trane Technologies PLC

Industrials
468
New
$315.21 - $437.41 $148K - $205K
468 $204K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.47K
New
$101.69 - $139.02 $149K - $204K
1.47K $203K
LVHI
Franklin International Low Vol

ETFs
6.26K
New
$28.91 - $33.28 $181K - $208K
6.26K $203K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
50
+ 2.89%
$177.93 - $313.14 $8.9K - $15.7K
1.78K $558K
NVO
Novo Nordisk A S

Healthcare
2.93K
New
$58.08 - $81.05 $170K - $238K
2.93K $202K
VXF
Vanguard Extended Market ETF

ETFs
1.05K
New
$150.43 - $192.71 $158K - $202K
1.05K $202K
XOM
Exxon Mobil Corp

Energy
6.43K
+ 14.56%
$99.93 - $119.04 $643K - $766K
50.6K $5.46M
DINO
Hf Sinclair Corp

Energy
3.15K
+ 39.74%
$25.91 - $41.85 $81.6K - $132K
11.1K $455K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.09K
+ 2.79%
$90.85 - $102.31 $371K - $418K
150K $15.2M
GS
Goldman Sachs Group Inc

Financial Services
109
+ 15.01%
$462.22 - $707.75 $50.4K - $77.1K
835 $590K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.25K
+ 14.09%
$483.48 - $539.8 $606K - $677K
10.2K $4.93M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.97K
+ 54.57%
$22.7 - $23.33 $181K - $186K
22.6K $526K
UBER
Uber Technologies, Inc

Technology
185
+ 2.21%
$64.62 - $93.3 $12K - $17.3K
8.54K $796K
RTX
Raytheon Technologies Corp

Industrials
733
+ 12.64%
$113.75 - $148.48 $83.4K - $109K
6.53K $953K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.42K
+ 1.82%
$72.71 - $82.56 $103K - $117K
79.4K $6.47M
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$179.73 - $253.23 $180 - $253
3.82K $967K
DE
Deere & CO

Industrials
207
+ 11.1%
$412.99 - $531.48 $85.5K - $110K
2.07K $1.05M
BX
Blackstone Inc.

Financial Services
335
+ 2.62%
$120.07 - $151.11 $40.2K - $50.6K
13.1K $1.96M
SQ
Block, Inc.

Technology
3.04K
New
N/A
3.04K $173K
Activity Summary
Buys All Purchases 264 New Holdings 51 Increased Positions 213 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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