Smith, Moore & Co. Purchases in Q1 2025

Smith, Moore & Co.

  • $1.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
490
+ 3.51%
$86.39 - $91.35 $42.3K - $44.8K
14.5K $1.3M
NUE
Nucor Corp

Basic Materials
509
+ 27.59%
$114.48 - $142.52 $58.3K - $72.5K
2.35K $283K
PNC
Pnc Financial Services Group, Inc.

Financial Services
519
+ 36.86%
$168.84 - $202.89 $87.6K - $105K
1.93K $338K
OEF
Ishares S&P 100 ETF

ETFs
248
+ 6.84%
N/A
3.88K $1.03M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.8K
+ 3.37%
$24.79 - $25.26 $44.7K - $45.5K
55.2K $1.4M
CTVA
Corteva, Inc.

Basic Materials
164
+ 1.84%
$55.94 - $66.15 $9.17K - $10.8K
9.07K $570K
IWD
Ishares Russell 1000 Val ETF

ETFs
22
+ 0.11%
$182.82 - $196.21 $4.02K - $4.32K
19.7K $3.71M
MCK
Mckesson Corp

Healthcare
25
+ 6.83%
$566.21 - $672.99 $14.2K - $16.8K
391 $263K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
617
+ 1.24%
N/A
50.3K $4.32M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
647
+ 2.0%
$30.35 - $33.16 $19.6K - $21.5K
33.1K $1.06M
GIS
General Mills Inc

Consumer Defensive
1.32K
+ 15.9%
$57.56 - $65.3 $76K - $86.3K
9.63K $575K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
2.38K
+ 13.92%
$15.63 - $16.23 $37.1K - $38.5K
19.4K $309K
IYH
Ishares Tr

ETFs
87
+ 0.62%
$58.32 - $62.76 $5.07K - $5.46K
14.2K $864K
MIN
Mfs Intermediate Income Trust

Financial Services
15K
+ 34.79%
$2.64 - $2.72 $39.6K - $40.8K
58.1K $156K
CRWD
Crowd Strike Holdings, Inc.

Technology
69
+ 4.39%
$308.86 - $455.36 $21.3K - $31.4K
1.64K $577K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.08K
+ 20.65%
$45.22 - $52.17 $48.7K - $56.1K
6.29K $301K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
5.15K
+ 9.68%
$14.21 - $15.67 $73.2K - $80.7K
58.4K $832K
EMN
Eastman Chemical CO

Basic Materials
510
+ 20.3%
$87.05 - $103.47 $44.4K - $52.8K
3.02K $266K
CSCO
Cisco Systems, Inc.

Technology
187
+ 2.09%
$58.74 - $64.87 $11K - $12.1K
9.13K $563K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
697
+ 0.5%
$8.58 - $8.9 $5.98K - $6.2K
141K $1.24M
WY
Weyerhaeuser CO

Real Estate
289
+ 1.52%
$27.29 - $31.39 $7.89K - $9.07K
19.3K $565K
IYW
Ishares Dj Us Tech ETF

ETFs
498
+ 23.6%
$140.44 - $166.79 $69.9K - $83.1K
2.61K $366K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
1.55K
+ 10.25%
$29.5 - $33.51 $45.6K - $51.8K
16.6K $506K
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.12%
$110.86 - $121.12 $443 - $484
3.38K $409K
BALT
Innovator Etfs Tr
950
+ 5.84%
$31.31 - $31.89 $29.7K - $30.3K
17.2K $540K
F
Ford Motor CO

Consumer Cyclical
2.75K
+ 27.24%
$9.12 - $10.43 $25.1K - $28.7K
12.9K $129K
CGGO
Capital Group Global Growth Eq

ETFs
5.88K
+ 3.74%
$28.33 - $30.84 $166K - $181K
163K $4.62M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
81
+ 0.76%
$33.84 - $37.77 $2.74K - $3.06K
10.8K $392K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.14%
$378.71 - $442.54 $379 - $443
700 $303K
FREL
Fidelity Covington Tr Msci Rea

ETFs
285
+ 0.78%
$25.98 - $28.59 $7.4K - $8.15K
36.8K $1.01M
SPGI
S&P Global Inc.

Financial Services
35
+ 6.22%
$478.26 - $543.77 $16.7K - $19K
598 $303K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
200
+ 3.24%
$47.08 - $50.67 $9.42K - $10.1K
6.38K $320K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
455
+ 0.43%
$25.05 - $25.16 $11.4K - $11.4K
106K $2.66M
MPC
Marathon Petroleum Corp

Energy
9
+ 0.27%
$134.72 - $159.03 $1.21K - $1.43K
3.29K $479K
SANA
Sana Biotechnology, Inc.

Healthcare
12.5K
+ 125.0%
$1.65 - $4.3 $20.6K - $53.8K
22.5K $37K
GS
Goldman Sachs Group Inc

Financial Services
71
+ 10.84%
$524.81 - $672.19 $37.3K - $47.7K
726 $396K
ET
Energy Transfer LP

Energy
1.68K
+ 16.32%
$17.26 - $21.08 $29K - $35.5K
12K $222K
PMO
Putnam Municipal Opportunities Trust

Financial Services
1.52K
+ 1.95%
$9.96 - $10.76 $15.1K - $16.3K
79.2K $807K
RWR
Spdr Dow Jones Reit ETF

ETFs
128
+ 0.45%
$95.15 - $104.06 $12.2K - $13.3K
28.5K $2.83M
CGGR
Capital Group Growth ETF Shs C

ETFs
19.4K
+ 8.78%
$33.98 - $39.84 $658K - $771K
240K $8.21M
FISV
Fiserv Inc

Technology
150
+ 2.16%
N/A
7.09K $887K
VNQ
Vanguard Specialized Funds Van

ETFs
48
+ 0.54%
$85.55 - $94.34 $4.11K - $4.53K
9.02K $816K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
313
+ 3.27%
$49.22 - $51.73 $15.4K - $16.2K
9.88K $498K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
227
+ 0.29%
$78.12 - $83.7 $17.7K - $19K
77.9K $6.29M
IEMG
Ishares Inc

ETFs
319
+ 0.29%
N/A
110K $5.87M
WFC
Wells Fargo & Company

Financial Services
105
+ 2.0%
$66.78 - $81.42 $7.01K - $8.55K
5.35K $384K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
893
+ 1.52%
$10.81 - $11.29 $9.65K - $10.1K
59.7K $651K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.12%
$74.7 - $80.27 $374 - $401
4.09K $322K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4
+ 0.09%
$45.62 - $51.12 $182 - $204
4.39K $223K
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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