Smith, Moore & Co. Incresed Positions in Q2 2025

Smith, Moore & Co.

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
50
+ 2.89%
$177.93 - $313.14 $8.9K - $15.7K
1.78K $558K
XOM
Exxon Mobil Corp

Energy
6.43K
+ 14.56%
$99.93 - $119.04 $643K - $766K
50.6K $5.46M
DINO
Hf Sinclair Corp

Energy
3.15K
+ 39.74%
$25.91 - $41.85 $81.6K - $132K
11.1K $455K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.09K
+ 2.79%
$90.85 - $102.31 $371K - $418K
150K $15.2M
GS
Goldman Sachs Group Inc

Financial Services
109
+ 15.01%
$462.22 - $707.75 $50.4K - $77.1K
835 $590K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.25K
+ 14.09%
$483.48 - $539.8 $606K - $677K
10.2K $4.93M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.97K
+ 54.57%
$22.7 - $23.33 $181K - $186K
22.6K $526K
UBER
Uber Technologies, Inc

Technology
185
+ 2.21%
$64.62 - $93.3 $12K - $17.3K
8.54K $796K
RTX
Raytheon Technologies Corp

Industrials
733
+ 12.64%
$113.75 - $148.48 $83.4K - $109K
6.53K $953K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.42K
+ 1.82%
$72.71 - $82.56 $103K - $117K
79.4K $6.47M
DE
Deere & CO

Industrials
207
+ 11.1%
$412.99 - $531.48 $85.5K - $110K
2.07K $1.05M
BX
Blackstone Inc.

Financial Services
335
+ 2.62%
$120.07 - $151.11 $40.2K - $50.6K
13.1K $1.96M
VLO
Valero Energy Corp

Energy
1.21K
+ 27.59%
$104.69 - $141.77 $126K - $171K
5.58K $749K
AMCR
Amcor PLC

Consumer Cyclical
20K
+ 65.66%
$8.57 - $9.81 $171K - $196K
50.5K $463K
CTVA
Corteva, Inc.

Basic Materials
814
+ 8.98%
$55.52 - $74.53 $45.2K - $60.7K
9.88K $736K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.12K
+ 5.03%
$37.18 - $42.55 $78.6K - $90K
44.2K $1.88M
FINW
Finwise Bancorp

Financial Services
15K
+ 60.0%
$13.79 - $17.14 $207K - $257K
40K $600K
SHEL
Shell PLC

Energy
2.57K
+ 32.44%
$59.75 - $73.05 $154K - $188K
10.5K $739K
IBMP
Ishares Tr Ibonds December 202

ETFs
5.86K
+ 71.91%
$24.98 - $25.35 $146K - $149K
14K $355K
EFA
Ishares Tr Msci Eafe ETF

ETFs
105
+ 0.58%
$72.96 - $90.39 $7.66K - $9.49K
18.2K $1.62M
IBMO
Ishares Tr Ibonds December 202

ETFs
5.77K
+ 71.45%
$25.32 - $25.63 $146K - $148K
13.8K $354K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.33K
+ 30.2%
$27.3 - $31.8 $91K - $106K
14.4K $457K
BAC
Bank Of America Corp

Financial Services
1.29K
+ 10.73%
$34.39 - $47.46 $44.5K - $61.4K
13.3K $631K
MGK
Vanguard Mega Cap Growth ETF

ETFs
76
+ 4.34%
$273.67 - $366.17 $20.8K - $27.8K
1.83K $668K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.53K
+ 5.86%
$44.68 - $45.96 $113K - $116K
45.7K $2.09M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.64K
+ 4.38%
$25.04 - $25.18 $116K - $117K
110K $2.78M
WM
Waste Management Inc

Industrials
567
+ 13.9%
$216.47 - $242.1 $123K - $137K
4.65K $1.06M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
256
+ 0.44%
$22.92 - $28.05 $5.87K - $7.18K
58.1K $1.63M
MPC
Marathon Petroleum Corp

Energy
252
+ 7.65%
$118.55 - $170.08 $29.9K - $42.9K
3.55K $589K
IEFA
Ishares Tr

ETFs
331
+ 3.28%
$67.83 - $84.09 $22.5K - $27.8K
10.4K $870K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.41K
+ 22.41%
$41.79 - $54.16 $58.9K - $76.3K
7.7K $406K
VT
Vanguard Total World Stk Index

ETFs
218
+ 3.67%
$103.16 - $128.52 $22.5K - $28K
6.15K $790K
FDM
First Trust Dow Jones Select M

ETFs
431
+ 5.7%
$55.48 - $71.63 $23.9K - $30.9K
8K $572K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
489
+ 9.82%
$60.22 - $80.1 $29.4K - $39.2K
5.47K $437K
PSLV
Sprott Physical Silver Trust

Financial Services
2.18K
+ 2.05%
$9.98 - $12.51 $21.7K - $27.2K
108K $1.32M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
300
+ 3.42%
$91.62 - $109.97 $27.5K - $33K
9.08K $997K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.52K
+ 7.09%
$29.52 - $35.31 $44.9K - $53.7K
23K $810K
IWP
Ishares Russell Mid Cap Growth

ETFs
38
+ 0.94%
$104.34 - $138.68 $3.96K - $5.27K
4.08K $565K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.08K
+ 23.69%
$75.05 - $77.34 $81K - $83.4K
5.63K $435K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.77K
+ 3.31%
$58.95 - $66.19 $104K - $117K
55.2K $3.59M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
4.85K
+ 24.95%
$14.37 - $16.29 $69.7K - $79K
24.3K $395K
JHMM
John Hancock Multifactor Mid C

ETFs
358
+ 2.2%
$50.32 - $61.13 $18K - $21.9K
16.6K $1.02M
BST
Black Rock Science & Technology Trust

Financial Services
50
+ 0.33%
$29.62 - $38.3 $1.48K - $1.91K
15.2K $579K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.39K
+ 3.26%
N/A
107K $2.54M
NOW
Service Now, Inc.

Technology
18
+ 7.0%
$721.65 - $1040.18 $13K - $18.7K
275 $282K
NTR
Nutrien Ltd.

Basic Materials
275
+ 3.82%
$46.88 - $62.89 $12.9K - $17.3K
7.47K $435K
BAR
Granite Shares Gold Trust

ETFs
700
+ 2.32%
$29.34 - $33.87 $20.5K - $23.7K
30.9K $1.01M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
8.65K
+ 9.24%
$10.78 - $11.57 $93.2K - $100K
102K $1.15M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.38K
+ 11.78%
$26.88 - $32.74 $118K - $143K
41.5K $1.28M
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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