Smith, Moore & Co. Incresed Positions in Q4 2024

Smith, Moore & Co.

  • $1.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
396
+ 7.29%
$117.09 - $123.07 $46.4K - $48.7K
5.83K $684K
FPX
First Trust Us Equity Opportun

ETFs
60
+ 2.21%
$109.38 - $131.9 $6.56K - $7.91K
2.78K $332K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
450
+ 4.41%
$125.0 - $133.2 $56.3K - $59.9K
10.7K $1.33M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
56
+ 1.46%
$417.69 - $450.94 $23.4K - $25.3K
3.88K $1.65M
IWR
Ishares Russell Mid Cap ETF

ETFs
256
+ 0.92%
$87.25 - $95.52 $22.3K - $24.5K
28.1K $2.49M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6
+ 0.03%
$66.77 - $71.52 $401 - $429
19.6K $1.35M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
567
+ 13.85%
$74.5 - $78.37 $42.2K - $44.4K
4.66K $348K
RYJ
Invesco Exchange Traded Fd Tr

ETFs
400
+ 14.31%
N/A
3.2K $222K
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 0.51%
$83.95 - $97.9 $1.34K - $1.57K
3.13K $289K
TXN
Texas Instruments Inc

Technology
136
+ 7.23%
N/A
2.02K $392K
AEE
Ameren Corp

Utilities
6
+ 0.04%
$85.81 - $94.98 $515 - $570
14.7K $1.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.25K
+ 1.61%
$113.92 - $127.38 $371K - $414K
205K $23.7M
D
Dominion Energy, Inc

Utilities
1K
+ 13.56%
$52.63 - $60.92 $52.7K - $61K
8.39K $451K
MMM
3 M CO

Industrials
761
+ 7.81%
$124.74 - $137.12 $94.9K - $104K
10.5K $1.36M
KOS
Kosmos Energy Ltd.

Energy
10K
+ 52.23%
$2.71 - $4.52 $27.1K - $45.2K
29.1K $99K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
100
+ 0.67%
$46.48 - $51.32 $4.65K - $5.13K
15.1K $724K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
198
+ 1.95%
$126.68 - $134.74 $25.1K - $26.7K
10.4K $1.32M
FISV
Fiserv Inc

Technology
155
+ 2.29%
N/A
6.94K $868K
SLB
Schlumberger Limited

Energy
2.18K
+ 11.92%
$36.83 - $45.59 $80.4K - $99.5K
20.5K $785K
DFAS
Dimensional ETF Tr U S Small C

ETFs
230
+ 1.64%
$63.58 - $71.15 $14.6K - $16.4K
14.2K $926K
DGRO
Ishares Core Dividend Growth E

ETFs
2.18K
+ 2.52%
$60.73 - $64.94 $132K - $142K
88.6K $5.44M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.6K
+ 200.0%
$22.4 - $68.28 $416K - $1.27M
27.8K $645K
IJK
Ishares S&P Midcap 400 Growth

ETFs
200
+ 9.0%
$90.66 - $99.46 $18.1K - $19.9K
2.42K $220K
XLP
Consumer Staples Sector Spdr

ETFs
179
+ 4.2%
N/A
4.44K $337K
FYX
First Tr Small Cap Core Alphad

ETFs
33
+ 0.49%
$96.51 - $110.53 $3.18K - $3.65K
6.78K $684K
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.72%
$178.39 - $215.0 $1.78K - $2.15K
1.41K $271K
HBM
Hudbay Minerals Inc.

Basic Materials
3.03K
+ 28.38%
$7.84 - $9.72 $23.8K - $29.5K
13.7K $111K
APLD
Applied Blockchain, Inc.

Financial Services
4.5K
+ 13.85%
$5.97 - $10.68 $26.9K - $48.1K
37K $278K
PDP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$102.88 - $117.55 $103 - $118
2.12K $228K
EBAY
Ebay Inc

Consumer Cyclical
279
+ 8.92%
$57.51 - $67.17 $16K - $18.7K
3.41K $211K
PGEN
Precigen, Inc.

Healthcare
5K
+ 33.33%
$0.67 - $1.12 $3.35K - $5.6K
20K $22K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
851
+ 9.77%
$50.06 - $55.0 $42.6K - $46.8K
9.56K $480K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.18%
$278.19 - $315.36 $556 - $631
1.13K $325K
IEFA
Ishares Tr

ETFs
936
+ 11.71%
$70.06 - $77.43 $65.6K - $72.5K
8.93K $627K
NUE
Nucor Corp

Basic Materials
416
+ 29.11%
$115.78 - $167.74 $48.2K - $69.8K
1.85K $215K
GNTX
Gentex Corp

Consumer Cyclical
632
+ 3.5%
$28.6 - $31.34 $18.1K - $19.8K
18.7K $536K
Victory Portfolios Ii
20.9K
+ 94.19%
N/A
43.2K $0
OUNZ
Van Eck Merk Gold Trust

ETFs
50
+ 0.36%
$24.72 - $26.9 $1.24K - $1.35K
14K $353K
SPYI
Shp ETF Tr Neos S&P 500 High I
5.1K
+ 10.25%
N/A
54.8K $0
Wells Fargo CO New
10
+ 3.23%
N/A
320 $0
Ge Vernova Inc
379
+ 22.15%
N/A
2.09K $0
Franklin Wireless Corp
4.5K
+ 10.22%
N/A
48.5K $0
AFLG
First Tr Exchange Traded Fd Vi
5.19K
+ 31.53%
N/A
21.7K $0
SFLR
Innovator Etfs Tr Equity Manag
819
+ 10.88%
N/A
8.35K $0
FYT
First Trust Small Cap

ETFs
65
+ 0.98%
$53.73 - $60.73 $3.49K - $3.95K
6.7K $368K
Innovator Etfs Trust
4.17K
+ 36.76%
N/A
15.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
797
+ 6.0%
N/A
14.1K $0
Capital Group Core Balanced
62.4K
+ 216.81%
N/A
91.2K $0
Cava Group Inc
635
+ 17.6%
N/A
4.24K $0
Activity Summary
Buys All Purchases 270 New Holdings 43 Increased Positions 227 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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