Smith, Moore & Co. Incresed Positions in Q1 2025

Smith, Moore & Co.

  • $1.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
51
+ 1.27%
$200.54 - $233.78 $10.2K - $11.9K
4.08K $944K
UNP
Union Pacific Corp

Industrials
94
+ 0.72%
$225.21 - $254.42 $21.2K - $23.9K
13.2K $3.12M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
9.51K
+ 10.94%
$12.18 - $12.91 $116K - $123K
96.4K $1.19M
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.62K
+ 4.19%
$47.4 - $50.24 $171K - $182K
89.9K $4.34M
IDEV
Ishares Core Msci Intl Develop

ETFs
101
+ 0.41%
$63.77 - $71.36 $6.44K - $7.21K
24.4K $1.68M
PEP
Pepsico Inc

Consumer Defensive
999
+ 5.86%
$142.64 - $156.42 $142K - $156K
18K $2.7M
EVRG
Evergy, Inc.

Utilities
582
+ 6.09%
$59.9 - $69.52 $34.9K - $40.5K
10.1K $698K
PG
Procter & Gamble CO

Consumer Defensive
107
+ 0.35%
$158.56 - $176.26 $17K - $18.9K
30.8K $5.25M
COP
Conocophillips

Energy
353
+ 3.14%
$88.6 - $105.85 $31.3K - $37.4K
11.6K $1.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
266
+ 0.75%
$95.85 - $99.25 $25.5K - $26.4K
35.6K $3.52M
SHEL
Shell PLC

Energy
95
+ 1.21%
$62.84 - $73.29 $5.97K - $6.96K
7.94K $581K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.91K
+ 2.99%
$56.17 - $59.71 $108K - $114K
66K $3.77M
OUNZ
Van Eck Merk Gold Trust

ETFs
592
+ 4.24%
$25.41 - $30.14 $15K - $17.8K
14.5K $438K
JHMM
John Hancock Multifactor Mid C

ETFs
2.03K
+ 14.28%
$55.69 - $63.12 $113K - $128K
16.2K $931K
CL
Colgate Palmolive CO

Consumer Defensive
485
+ 3.87%
$85.68 - $97.5 $41.6K - $47.3K
13K $1.22M
BXSL
Blackstone Secured Lending Fund

Financial Services
2.35K
+ 6.75%
$31.3 - $34.5 $73.5K - $81K
37.1K $1.2M
RDVY
First Trust Rising Dividend Ac

ETFs
2.29K
+ 2.45%
$57.22 - $63.39 $131K - $145K
95.7K $5.6M
SJM
J M Smucker CO

Consumer Defensive
293
+ 6.42%
$100.41 - $118.41 $29.4K - $34.7K
4.86K $575K
D
Dominion Energy, Inc

Utilities
901
+ 10.74%
$52.85 - $57.43 $47.6K - $51.7K
9.29K $521K
UNH
Unitedhealth Group Inc

Healthcare
61
+ 2.82%
$461.52 - $548.18 $28.2K - $33.4K
2.22K $1.16M
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
IWD
Ishares Russell 1000 Val ETF

ETFs
22
+ 0.11%
$182.82 - $196.21 $4.02K - $4.32K
19.7K $3.71M
CTVA
Corteva, Inc.

Basic Materials
164
+ 1.84%
$55.94 - $66.15 $9.17K - $10.8K
9.07K $570K
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
EXC
Exelon Corp

Utilities
20
+ 0.37%
$37.3 - $46.08 $746 - $922
5.5K $253K
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
MIN
Mfs Intermediate Income Trust

Financial Services
15K
+ 34.79%
$2.64 - $2.72 $39.6K - $40.8K
58.1K $156K
IYH
Ishares Tr

ETFs
87
+ 0.62%
$58.32 - $62.76 $5.07K - $5.46K
14.2K $864K
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
EMN
Eastman Chemical CO

Basic Materials
510
+ 20.3%
$87.05 - $103.47 $44.4K - $52.8K
3.02K $266K
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
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
IYW
Ishares Dj Us Tech ETF

ETFs
498
+ 23.6%
$140.44 - $166.79 $69.9K - $83.1K
2.61K $366K
WY
Weyerhaeuser CO

Real Estate
289
+ 1.52%
$27.29 - $31.39 $7.89K - $9.07K
19.3K $565K
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.12%
$110.86 - $121.12 $443 - $484
3.38K $409K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
1.55K
+ 10.25%
$29.5 - $33.51 $45.6K - $51.8K
16.6K $506K
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
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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