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
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.14%
$378.71 - $442.54 $379 - $443
700 $303K
FREL
Fidelity Covington Tr Msci Rea

ETFs
285
+ 0.78%
$25.98 - $28.59 $7.4K - $8.15K
36.8K $1.01M
SPGI
S&P Global Inc.

Financial Services
35
+ 6.22%
$478.26 - $543.77 $16.7K - $19K
598 $303K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
200
+ 3.24%
$47.08 - $50.67 $9.42K - $10.1K
6.38K $320K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
455
+ 0.43%
$25.05 - $25.16 $11.4K - $11.4K
106K $2.66M
ET
Energy Transfer LP

Energy
1.68K
+ 16.32%
$17.26 - $21.08 $29K - $35.5K
12K $222K
SANA
Sana Biotechnology, Inc.

Healthcare
12.5K
+ 125.0%
$1.65 - $4.3 $20.6K - $53.8K
22.5K $37K
GS
Goldman Sachs Group Inc

Financial Services
71
+ 10.84%
$524.81 - $672.19 $37.3K - $47.7K
726 $396K
MPC
Marathon Petroleum Corp

Energy
9
+ 0.27%
$134.72 - $159.03 $1.21K - $1.43K
3.29K $479K
RWR
Spdr Dow Jones Reit ETF

ETFs
128
+ 0.45%
$95.15 - $104.06 $12.2K - $13.3K
28.5K $2.83M
FISV
Fiserv Inc

Technology
150
+ 2.16%
N/A
7.09K $887K
CGGR
Capital Group Growth ETF Shs C

ETFs
19.4K
+ 8.78%
$33.98 - $39.84 $658K - $771K
240K $8.21M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
227
+ 0.29%
$78.12 - $83.7 $17.7K - $19K
77.9K $6.29M
VNQ
Vanguard Specialized Funds Van

ETFs
48
+ 0.54%
$85.55 - $94.34 $4.11K - $4.53K
9.02K $816K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
313
+ 3.27%
$49.22 - $51.73 $15.4K - $16.2K
9.88K $498K
IEMG
Ishares Inc

ETFs
319
+ 0.29%
N/A
110K $5.87M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
893
+ 1.52%
$10.81 - $11.29 $9.65K - $10.1K
59.7K $651K
WFC
Wells Fargo & Company

Financial Services
105
+ 2.0%
$66.78 - $81.42 $7.01K - $8.55K
5.35K $384K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.12%
$74.7 - $80.27 $374 - $401
4.09K $322K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4
+ 0.09%
$45.62 - $51.12 $182 - $204
4.39K $223K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
614
+ 0.8%
N/A
77.7K $1.51M
KMI
Kinder Morgan, Inc.

Energy
101
+ 1.28%
$26.1 - $31.22 $2.64K - $3.15K
7.96K $227K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.09%
$330.16 - $365.55 $330 - $366
1.08K $375K
INQQ
Exchange Traded Concepts Tr In

ETFs
2.98K
+ 16.61%
$13.32 - $16.5 $39.6K - $49.1K
20.9K $299K
VKQ
Invesco Municipal Trust

Financial Services
2.59K
+ 2.47%
$9.53 - $10.07 $24.7K - $26.1K
108K $1.04M
GAB
Gabelli Equity Trust Inc

Financial Services
1.24K
+ 11.75%
$5.36 - $5.67 $6.65K - $7.03K
11.8K $64K
XLP
Consumer Staples Sector Spdr

ETFs
101
+ 2.27%
N/A
4.54K $345K
JSML
Janus Detroit Str Tr Henderson

ETFs
455
+ 10.69%
$58.87 - $69.7 $26.8K - $31.7K
4.71K $286K
VBK
Vanguard Small Cap Growth ETF

ETFs
154
+ 14.41%
$247.97 - $296.33 $38.2K - $45.6K
1.22K $307K
SYY
Sysco Corp

Consumer Defensive
302
+ 2.51%
$70.0 - $77.13 $21.1K - $23.3K
12.3K $925K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
785
+ 9.72%
$26.96 - $31.29 $21.2K - $24.6K
8.86K $247K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
405
+ 3.81%
$29.34 - $31.31 $11.9K - $12.7K
11K $327K
VT
Vanguard Total World Stk Index

ETFs
104
+ 1.78%
$115.08 - $123.97 $12K - $12.9K
5.93K $687K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
3.09K
+ 2.66%
$8.44 - $9.01 $26.1K - $27.8K
119K $1.02M
IBMO
Ishares Tr Ibonds December 202

ETFs
32
+ 0.4%
$25.45 - $25.6 $814 - $819
8.08K $206K
IVW
Ishares S&P 500 Growth ETF

ETFs
272
+ 10.21%
$92.45 - $106.69 $25.1K - $29K
2.94K $272K
IBMP
Ishares Tr Ibonds December 202

ETFs
34
+ 0.42%
$25.1 - $25.34 $853 - $862
8.15K $206K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
400
+ 5.49%
$29.68 - $32.59 $11.9K - $13K
7.68K $229K
VOOV
Vanguard S&P 500 Value ETF

ETFs
8
+ 0.45%
$179.71 - $192.06 $1.44K - $1.54K
1.8K $330K
PBDC
Putnam ETF Tr Bdc Income Etf(D
99
+ 0.26%
N/A
38.5K $0
First Tr Exchng Traded Fd Vi
12
+ 0.09%
N/A
13.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
189
+ 1.34%
N/A
14.3K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
2.48K
+ 4.52%
N/A
57.3K $0
AFLG
First Tr Exchange Traded Fd Vi
3.35K
+ 15.47%
N/A
25K $0
Franklin Wireless Corp
20.8K
+ 42.91%
N/A
69.4K $0
Victory Portfolios Ii
4.49K
+ 10.4%
N/A
47.6K $0
JGRO
J P Morgan Exchange Traded Fd
7.27K
+ 10.36%
N/A
77.4K $0
Bny Mellon ETF Trust Ii
8.45K
+ 14.31%
N/A
67.5K $0
Bny Mellon ETF Trust
396
+ 4.64%
N/A
8.93K $0
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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