Smith, Moore & Co. Purchases in Q1 2025

Smith, Moore & Co.

  • $1.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
8
+ 0.17%
$48.02 - $53.02 $384 - $424
4.8K $237K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
150
+ 9.48%
$203.38 - $274.79 $30.5K - $41.2K
1.73K $355K
NEE
Nextera Energy Inc

Utilities
26
+ 0.18%
$66.96 - $76.16 $1.74K - $1.98K
14.1K $999K
IWY
Ishares Tr Russell 200 Growth

ETFs
95
+ 7.53%
$210.19 - $243.33 $20K - $23.1K
1.36K $286K
CSX
Csx Corp

Industrials
295
+ 4.28%
$29.11 - $33.67 $8.59K - $9.93K
7.19K $211K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.05K
+ 5.12%
$32.49 - $37.99 $34K - $39.7K
21.5K $719K
EXPI
Exp World Holdings, Inc.

Real Estate
1.25K
+ 7.84%
$9.38 - $11.76 $11.7K - $14.7K
17.2K $168K
DINO
Hf Sinclair Corp

Energy
78
+ 0.99%
$30.66 - $38.48 $2.39K - $3K
7.93K $260K
IWP
Ishares Russell Mid Cap Growth

ETFs
175
+ 4.53%
$114.9 - $139.6 $20.1K - $24.4K
4.04K $474K
LOW
Lowes Companies Inc

Consumer Cyclical
223
+ 4.39%
$222.66 - $268.42 $49.7K - $59.9K
5.3K $1.24M
AMD
Advanced Micro Devices Inc

Technology
181
+ 8.8%
$96.63 - $129.55 $17.5K - $23.4K
2.24K $229K
AXON
Axon Enterprise, Inc.

Industrials
11
+ 2.92%
$496.65 - $710.01 $5.46K - $7.81K
388 $204K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
850
+ 13.59%
$47.79 - $59.89 $40.6K - $50.9K
7.1K $356K
NOM
Nuveen Missouri Quality Municipal Income Fund

Financial Services
848
+ 3.61%
$10.25 - $11.95 $8.69K - $10.1K
24.3K $251K
MGC
Vanguard Mega Cap ETF

ETFs
1
+ 0.04%
$199.2 - $222.69 $199 - $223
2.6K $523K
KOS
Kosmos Energy Ltd.

Energy
1.75K
+ 6.0%
$2.12 - $3.9 $3.71K - $6.83K
30.9K $70K
PFFA
Etfis Ser Tr I

ETFs
1.94K
+ 1.89%
$21.21 - $22.3 $41K - $43.2K
104K $2.21M
EWX
Spdr S&P Emerging Markets Smal

ETFs
12
+ 0.08%
$55.48 - $59.47 $666 - $714
16K $906K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.13%
$149.27 - $169.4 $448 - $508
2.39K $361K
CRM
Salesforce, Inc.

Technology
281
+ 17.27%
$268.36 - $359.95 $75.4K - $101K
1.91K $512K
DFAS
Dimensional ETF Tr U S Small C

ETFs
667
+ 4.69%
$58.81 - $68.2 $39.2K - $45.5K
14.9K $890K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
37
+ 0.63%
$95.53 - $112.45 $3.53K - $4.16K
5.95K $576K
RWK
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.3%
$106.43 - $123.29 $1.7K - $1.97K
5.39K $581K
USB
Us Bancorp \De\

Financial Services
2.15K
+ 8.7%
$40.92 - $50.9 $87.9K - $109K
26.9K $1.13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
102
+ 0.31%
$169.43 - $182.84 $17.3K - $18.6K
32.9K $5.69M
LMT
Lockheed Martin Corp

Industrials
7
+ 0.52%
$423.19 - $506.29 $2.96K - $3.54K
1.36K $608K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2
+ 0.01%
$31.63 - $35.22 $63.3 - $70.4
25.6K $818K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5
+ 0.03%
$64.88 - $72.1 $324 - $361
19.6K $1.29M
TGT
Target Corp

Consumer Defensive
119
+ 4.84%
$103.65 - $142.5 $12.3K - $17K
2.58K $269K
IWR
Ishares Russell Mid Cap ETF

ETFs
239
+ 0.85%
$82.81 - $92.93 $19.8K - $22.2K
28.4K $2.41M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
215
+ 5.83%
$165.25 - $224.62 $35.5K - $48.3K
3.9K $647K
APO
Apollo Global Management, Inc.

Financial Services
115
+ 3.12%
$126.01 - $172.06 $14.5K - $19.8K
3.8K $520K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
147
+ 1.36%
$62.43 - $84.12 $9.18K - $12.4K
11K $713K
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.04%
$244.9 - $274.48 $1.71K - $1.92K
17.2K $4.27M
FDX
Fedex Corp

Industrials
311
+ 6.07%
$230.33 - $281.53 $71.6K - $87.6K
5.43K $1.32M
HON
Honeywell International Inc

Industrials
12
+ 0.13%
$202.75 - $226.52 $2.43K - $2.72K
9.01K $1.91M
AAON
Aaon, Inc.

Industrials
4
+ 0.12%
$73.52 - $136.95 $294 - $548
3.3K $258K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.53K
+ 4.21%
$51.45 - $58.51 $130K - $148K
62.7K $3.24M
EMR
Emerson Electric CO

Industrials
1.11K
+ 4.7%
$108.64 - $131.17 $121K - $146K
24.8K $2.72M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.96K
+ 5.82%
$67.24 - $84.27 $199K - $250K
53.9K $3.68M
MRVL
Marvell Technology, Inc.

Technology
608
+ 10.23%
$61.57 - $126.06 $37.4K - $76.6K
6.55K $403K
VGT
Vanguard Information Technolog

ETFs
127
+ 2.65%
$542.38 - $646.34 $68.9K - $82.1K
4.92K $2.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.6K
+ 4.48%
$57.21 - $65.8 $604K - $695K
246K $14.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.1K
+ 4.1%
$89.18 - $104.04 $365K - $426K
104K $9.51M
BX
Blackstone Inc.

Financial Services
143
+ 1.13%
$136.53 - $186.74 $19.5K - $26.7K
12.8K $1.79M
ORCL
Oracle Corp

Technology
225
+ 1.4%
$139.81 - $186.47 $31.5K - $42K
16.3K $2.27M
GOOG
Alphabet Inc.

Communication Services
313
+ 2.38%
$156.06 - $207.71 $48.8K - $65K
13.4K $2.1M
AVGO
Broadcom Inc.

Technology
196
+ 2.44%
$167.43 - $244.7 $32.8K - $48K
8.22K $1.38M
IWC
Russell Micro Cap ETF

ETFs
1.09K
+ 2.38%
$110.91 - $133.46 $121K - $146K
47.1K $5.22M
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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