Smith, Moore & Co. Incresed Positions in Q3 2025

Smith, Moore & Co.

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
439
+ 3.11%
$69.77 - $77.54 $30.6K - $34K
14.5K $1.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
768
+ 5.53%
$63.41 - $69.69 $48.7K - $53.5K
14.7K $1M
IBMP
Ishares Tr Ibonds December 202

ETFs
4.5K
+ 32.1%
$25.3 - $25.56 $114K - $115K
18.5K $471K
KLAC
Kla Corp

Technology
32
+ 7.29%
$843.9 - $1078.6 $27K - $34.5K
471 $508K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
37
+ 0.88%
$435.72 - $463.74 $16.1K - $17.2K
4.24K $1.97M
XLK
Technology Sector Spdr

ETFs
13
+ 0.34%
$250.97 - $282.66 $3.26K - $3.67K
3.83K $1.08M
WELL
Welltower Inc.

Real Estate
414
+ 28.4%
$150.71 - $178.14 $62.4K - $73.7K
1.87K $333K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.95K
+ 27.92%
$25.37 - $25.79 $100K - $102K
18.1K $464K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
147
+ 0.45%
$36.93 - $40.55 $5.43K - $5.96K
32.8K $1.32M
AXP
American Express CO

Financial Services
250
+ 16.05%
$294.27 - $342.31 $73.6K - $85.6K
1.81K $600K
PVAL
Putnam ETF Tr Putnam Focused L
2K
+ 30.34%
$39.93 - $42.72 $80K - $85.6K
8.61K $367K
OKE
Oneok Inc

Energy
3.23K
+ 20.38%
$71.36 - $83.47 $231K - $270K
19.1K $1.39M
QCOM
Qualcomm Inc

Technology
349
+ 6.37%
$145.84 - $173.55 $50.9K - $60.6K
5.83K $969K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
724
+ 31.74%
$107.5 - $115.86 $77.8K - $83.9K
3.01K $343K
EWX
Spdr S&P Emerging Markets Smal

ETFs
170
+ 1.07%
$61.93 - $68.12 $10.5K - $11.6K
16K $1.08M
FIW
First Trust Water ETF

ETFs
542
+ 7.96%
$107.54 - $115.08 $58.3K - $62.4K
7.35K $825K
DVY
Ishares Tr

ETFs
2
+ 0.02%
$133.88 - $142.57 $268 - $285
9.73K $1.38M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.27K
+ 6.18%
$25.24 - $25.56 $82.6K - $83.6K
56.2K $1.43M
IYW
Ishares Dj Us Tech ETF

ETFs
150
+ 5.77%
$171.38 - $197.01 $25.7K - $29.6K
2.75K $538K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
516
+ 6.04%
$82.96 - $95.7 $42.8K - $49.4K
9.06K $812K
AEP
American Electric Power CO Inc

Utilities
183
+ 2.4%
$103.26 - $115.0 $18.9K - $21K
7.82K $879K
CVS
Cvs Health Corp

Healthcare
195
+ 1.74%
$58.75 - $76.5 $11.5K - $14.9K
11.4K $861K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
4.68K
+ 4.03%
$8.15 - $8.82 $38.1K - $41.3K
121K $1.06M
AAON
Aaon, Inc.

Industrials
237
+ 7.16%
$72.08 - $94.26 $17.1K - $22.3K
3.55K $331K
AMD
Advanced Micro Devices Inc

Technology
45
+ 1.15%
$134.8 - $184.42 $6.07K - $8.3K
3.96K $641K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
119
+ 2.0%
$100.4 - $119.58 $11.9K - $14.2K
6.07K $672K
JSML
Janus Detroit Str Tr Henderson

ETFs
615
+ 12.81%
$67.04 - $77.09 $41.2K - $47.4K
5.42K $405K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
953
+ 1.77%
N/A
54.8K $4.71M
ETR
Entergy Corp

Utilities
133
+ 1.97%
$80.93 - $93.55 $10.8K - $12.4K
6.88K $641K
VT
Vanguard Total World Stk Index

ETFs
169
+ 2.75%
$128.41 - $138.03 $21.7K - $23.3K
6.32K $870K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3K
+ 4.44%
$15.5 - $16.01 $46.5K - $48.1K
70.6K $1.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
54
+ 0.3%
$87.29 - $93.61 $4.71K - $5.05K
18.2K $1.7M
BAC
Bank Of America Corp

Financial Services
355
+ 2.66%
$44.92 - $52.42 $15.9K - $18.6K
13.7K $706K
FTCS
First Trust Capital Strength E

ETFs
377
+ 2.57%
$89.72 - $93.74 $33.8K - $35.3K
15K $1.41M
CATH
Global X Fds Global X S&P 500

ETFs
515
+ 9.17%
$75.38 - $81.32 $38.8K - $41.9K
6.13K $497K
META
Meta Platforms, Inc.

Communication Services
142
+ 1.51%
$695.21 - $791.73 $98.7K - $112K
9.55K $7.01M
D
Dominion Energy, Inc

Utilities
445
+ 4.9%
$56.32 - $62.1 $25.1K - $27.6K
9.54K $583K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
3.53K
+ 4.49%
N/A
82.1K $1.6M
WEC
Wec Energy Group, Inc.

Utilities
139
+ 3.03%
$103.66 - $114.59 $14.4K - $15.9K
4.73K $542K
DD
Du Pont De Nemours, Inc.

Basic Materials
47
+ 0.73%
$69.9 - $78.26 $3.29K - $3.68K
6.48K $504K
FDX
Fedex Corp

Industrials
89
+ 1.8%
$217.1 - $243.2 $19.3K - $21.6K
5.03K $1.19M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.48K
+ 2.25%
$25.09 - $25.19 $62.2K - $62.5K
113K $2.84M
IYH
Ishares Tr

ETFs
488
+ 3.29%
$54.36 - $58.96 $26.5K - $28.8K
15.3K $899K
PANW
Palo Alto Networks Inc

Technology
310
+ 10.67%
$167.06 - $208.19 $51.8K - $64.5K
3.22K $654K
AMGN
Amgen Inc

Healthcare
128
+ 1.89%
$271.18 - $309.22 $34.7K - $39.6K
6.89K $1.94M
FDM
First Trust Dow Jones Select M

ETFs
277
+ 3.46%
$69.04 - $77.89 $19.1K - $21.6K
8.27K $626K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
44
+ 0.8%
$79.52 - $89.63 $3.5K - $3.94K
5.51K $491K
VZ
Verizon Communications Inc

Communication Services
539
+ 1.26%
$40.84 - $45.06 $22K - $24.3K
43.4K $1.91M
GRMN
Garmin LTD

Technology
38
+ 3.3%
$211.13 - $246.22 $8.02K - $9.36K
1.19K $292K
Activity Summary
Buys All Purchases 302 New Holdings 37 Increased Positions 265 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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