Smith, Moore & Co. Purchases in Q3 2025

Smith, Moore & Co.

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
639
+ 5.06%
$87.67 - $95.74 $56K - $61.2K
13.3K $1.26M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.65K
+ 3.74%
$42.39 - $44.63 $70.1K - $73.8K
45.8K $2.04M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.69K
+ 59.42%
$77.5 - $86.87 $131K - $147K
4.55K $380K
RWR
Spdr Dow Jones Reit ETF

ETFs
452
+ 1.58%
$95.17 - $101.62 $43K - $45.9K
29K $2.91M
SKYY
First Trust Cloud Computing Et

ETFs
275
+ 3.07%
$118.24 - $138.53 $32.5K - $38.1K
9.22K $1.24M
XLU
Utilities Sector Spdr

ETFs
1.44K
+ 35.14%
$81.14 - $87.32 $117K - $126K
5.54K $482K
PFFA
Etfis Ser Tr I

ETFs
2.34K
+ 2.15%
$20.94 - $22.43 $49K - $52.5K
111K $2.42M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.09K
+ 26.99%
$23.13 - $23.54 $141K - $143K
28.7K $672K
NSC
Norfolk Southern Corp

Industrials
41
+ 1.37%
$259.49 - $300.41 $10.6K - $12.3K
3.04K $914K
DINO
Hf Sinclair Corp

Energy
403
+ 3.64%
$42.11 - $54.01 $17K - $21.8K
11.5K $600K
JHMM
John Hancock Multifactor Mid C

ETFs
1.28K
+ 7.7%
$61.22 - $65.26 $78.2K - $83.4K
17.9K $1.16M
SO
Southern CO

Utilities
874
+ 4.48%
$90.83 - $96.0 $79.4K - $83.9K
20.4K $1.93M
LLY
Eli Lilly & CO

Healthcare
311
+ 5.31%
$625.65 - $812.69 $195K - $253K
6.17K $4.7M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
2.83K
+ 16.62%
$31.86 - $34.58 $90.2K - $97.9K
19.9K $681K
VTV
Vanguard Value ETF

ETFs
119
+ 1.04%
$175.51 - $186.57 $20.9K - $22.2K
11.5K $2.15M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.78K
+ 7.73%
$35.42 - $38.65 $62.9K - $68.7K
24.8K $941K
VPU
Vanguard Utilities ETF

ETFs
567
+ 36.75%
$175.25 - $189.41 $99.4K - $107K
2.11K $399K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10.4K
+ 14.85%
$9.87 - $10.65 $102K - $111K
80.3K $850K
BALT
Innovator Etfs Tr
3.43K
+ 18.75%
$32.11 - $32.82 $110K - $113K
21.7K $712K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.48K
+ 9.47%
$26.84 - $28.32 $93.5K - $98.7K
40.3K $1.12M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5
+ 0.02%
$46.69 - $59.27 $233 - $296
21.7K $1.15M
IBMO
Ishares Tr Ibonds December 202

ETFs
4.85K
+ 35.03%
$25.58 - $25.72 $124K - $125K
18.7K $479K
DUK
Duke Energy Corp

Utilities
178
+ 1.01%
$116.31 - $125.93 $20.7K - $22.4K
17.9K $2.21M
NEE
Nextera Energy Inc

Utilities
439
+ 3.11%
$69.77 - $77.54 $30.6K - $34K
14.5K $1.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
768
+ 5.53%
$63.41 - $69.69 $48.7K - $53.5K
14.7K $1M
IBMP
Ishares Tr Ibonds December 202

ETFs
4.5K
+ 32.1%
$25.3 - $25.56 $114K - $115K
18.5K $471K
KLAC
Kla Corp

Technology
32
+ 7.29%
$843.9 - $1078.6 $27K - $34.5K
471 $508K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
37
+ 0.88%
$435.72 - $463.74 $16.1K - $17.2K
4.24K $1.97M
XLK
Technology Sector Spdr

ETFs
13
+ 0.34%
$250.97 - $282.66 $3.26K - $3.67K
3.83K $1.08M
NWL
Newell Brands Inc.

Consumer Defensive
21K
New
$4.76 - $6.39 $99.9K - $134K
21K $110K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
12.1K
New
$8.7 - $9.11 $105K - $110K
12.1K $110K
WELL
Welltower Inc.

Real Estate
414
+ 28.4%
$150.71 - $178.14 $62.4K - $73.7K
1.87K $333K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.95K
+ 27.92%
$25.37 - $25.79 $100K - $102K
18.1K $464K
AXP
American Express CO

Financial Services
250
+ 16.05%
$294.27 - $342.31 $73.6K - $85.6K
1.81K $600K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
147
+ 0.45%
$36.93 - $40.55 $5.43K - $5.96K
32.8K $1.32M
PPT
Putnam Premier Income Trust

Financial Services
28K
New
$3.59 - $3.75 $100K - $105K
28K $103K
TFLO
Ishares Treasury Floating Rate

ETFs
2.1K
+ 2.67%
$50.45 - $50.65 $106K - $106K
80.7K $4.08M
PVAL
Putnam ETF Tr Putnam Focused L
2K
+ 30.34%
$39.93 - $42.72 $80K - $85.6K
8.61K $367K
OKE
Oneok Inc

Energy
3.23K
+ 20.38%
$71.36 - $83.47 $231K - $270K
19.1K $1.39M
QCOM
Qualcomm Inc

Technology
349
+ 6.37%
$145.84 - $173.55 $50.9K - $60.6K
5.83K $969K
EWX
Spdr S&P Emerging Markets Smal

ETFs
170
+ 1.07%
$61.93 - $68.12 $10.5K - $11.6K
16K $1.08M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
724
+ 31.74%
$107.5 - $115.86 $77.8K - $83.9K
3.01K $343K
DVY
Ishares Tr

ETFs
2
+ 0.02%
$133.88 - $142.57 $268 - $285
9.73K $1.38M
FIW
First Trust Water ETF

ETFs
542
+ 7.96%
$107.54 - $115.08 $58.3K - $62.4K
7.35K $825K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.27K
+ 6.18%
$25.24 - $25.56 $82.6K - $83.6K
56.2K $1.43M
IYW
Ishares Dj Us Tech ETF

ETFs
150
+ 5.77%
$171.38 - $197.01 $25.7K - $29.6K
2.75K $538K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
516
+ 6.04%
$82.96 - $95.7 $42.8K - $49.4K
9.06K $812K
AEP
American Electric Power CO Inc

Utilities
183
+ 2.4%
$103.26 - $115.0 $18.9K - $21K
7.82K $879K
AAON
Aaon, Inc.

Industrials
237
+ 7.16%
$72.08 - $94.26 $17.1K - $22.3K
3.55K $331K
Activity Summary
Buys All Purchases 302 New Holdings 37 Increased Positions 265 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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