Smith, Moore & Co. Purchases in Q2 2025

Smith, Moore & Co.

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

Real Estate
3
+ 0.21%
$136.49 - $155.22 $409 - $466
1.46K $224K
TIP
Ishares Tr Tips Bd ETF

ETFs
88
+ 1.1%
$107.93 - $110.97 $9.5K - $9.77K
8.09K $890K
GRMN
Garmin LTD

Technology
47
+ 4.26%
$173.63 - $218.07 $8.16K - $10.2K
1.15K $240K
AFLG
First Tr Exchange Traded Fd Vi
4.06K
+ 16.24%
N/A
29.1K $0
Innovator Etfs Trust
1.15K
+ 6.59%
N/A
18.6K $0
2023 ETF Series Trust
4.83K
+ 23.93%
N/A
25K $0
SHV
Ishares Tr

ETFs
1
+ 0.05%
$110.06 - $110.46 $110 - $110
1.92K $211K
Tidal Trust I
184K
+ 33.8%
N/A
730K $0
Global X Fds
1.24K
+ 16.52%
N/A
8.74K $0
Ge Vernova Inc
134
+ 4.79%
N/A
2.93K $0
Arista Networks Inc
3.31K
New
N/A
3.31K $0
Bny Mellon ETF Trust Ii
112
+ 0.17%
N/A
67.6K $0
Barrick Mng Corp
15.1K
New
N/A
15.1K $0
Bny Mellon ETF Trust
763
+ 8.54%
N/A
9.7K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
497K
New
N/A
497K $0
Capital Group Core Balanced
29.2K
+ 23.59%
N/A
153K $0
Cava Group Inc
450
+ 11.55%
N/A
4.35K $0
ET
Energy Transfer LP

Energy
304
+ 2.54%
$15.65 - $18.93 $4.76K - $5.75K
12.3K $222K
FTGS
First Tr Exchange Traded Fd Gr
7.63K
New
N/A
7.63K $0
First Tr Exchng Traded Fd Vi
13K
+ 99.07%
N/A
26.1K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
20
+ 0.16%
$29.0 - $30.68 $580 - $614
12.6K $386K
Mfs Active Exchange Traded F
13.1K
+ 100.69%
N/A
26.2K $0
Pacer Fds Tr
182K
+ 1387.81%
N/A
195K $0
Pimco ETF Tr
5.38K
+ 4.82%
N/A
117K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
44.9K
New
N/A
44.9K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
1.79K
+ 4.64%
N/A
40.3K $0
Morgan Stanley ETF Trust
7.75K
New
N/A
7.75K $0
Columbia ETF Tr I
5.21K
New
N/A
5.21K $0
Simplify Exchange Traded Fun
1.3K
+ 7.12%
N/A
19.6K $0
T Rowe Price ETF Inc
150K
New
N/A
150K $0
Ishares Tr
14.3K
New
N/A
14.3K $0
Listed Fds Tr
8.54K
New
N/A
8.54K $0
Rbb Fund Trust
32.5K
New
N/A
32.5K $0
MUB
Ishares National Muni Bond ETF

ETFs
31
+ 0.48%
$102.31 - $105.8 $3.17K - $3.28K
6.5K $679K
PGR
Progressive Corp

Financial Services
79
+ 5.55%
$255.27 - $288.74 $20.2K - $22.8K
1.5K $400K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.08K
+ 0.76%
$8.43 - $8.77 $9.09K - $9.45K
142K $1.24M
TSCO
Tractor Supply CO

Consumer Cyclical
937
+ 4.22%
$47.86 - $55.77 $44.8K - $52.3K
23.2K $1.22M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5
+ 0.02%
$28.02 - $32.37 $140 - $162
25.6K $813K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.09%
$313.51 - $363.51 $314 - $364
1.08K $369K
SR
Spire Inc

Utilities
222
+ 5.23%
$71.03 - $79.07 $15.8K - $17.6K
4.47K $326K
MDT
Medtronic PLC

Healthcare
295
+ 2.39%
$80.68 - $88.86 $23.8K - $26.2K
12.6K $1.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
34
+ 0.34%
$45.3 - $50.64 $1.54K - $1.72K
9.91K $486K
KOS
Kosmos Energy Ltd.

Energy
3.35K
+ 10.84%
$1.52 - $2.28 $5.09K - $7.64K
34.2K $58K
AAON
Aaon, Inc.

Industrials
5
+ 0.15%
$71.78 - $106.87 $359 - $534
3.31K $244K
GNTX
Gentex Corp

Consumer Cyclical
234
+ 1.26%
$20.83 - $23.52 $4.87K - $5.5K
18.8K $414K
DD
Du Pont De Nemours, Inc.

Basic Materials
268
+ 4.35%
$55.13 - $75.25 $14.8K - $20.2K
6.43K $440K
PSX
Phillips 66

Energy
164
+ 1.67%
$92.87 - $125.73 $15.2K - $20.6K
10K $1.19M
AFL
Aflac Inc

Financial Services
100
+ 1.65%
$99.77 - $112.45 $9.98K - $11.2K
6.14K $647K
IYH
Ishares Tr

ETFs
634
+ 4.47%
$53.97 - $60.17 $34.2K - $38.1K
14.8K $837K
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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