Smith, Moore & Co. Reduced Holdings in Q1 2025

Smith, Moore & Co.

  • $1.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-2.64K
- 5.76%
$25.01 - $27.13 $65.9K - $71.5K
43.1K $1.09M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-93
- 0.17%
$64.6 - $69.89 $6.01K - $6.5K
53.4K $3.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1K
- 9.66%
$126.11 - $135.06 $126K - $135K
9.37K $1.21M
VO
Vanguard Mid Cap ETF

ETFs
-58
- 0.35%
$251.87 - $277.95 $14.6K - $16.1K
16.7K $4.31M
MDU
Mdu Resources Group Inc

Industrials
-4.95K
- 24.73%
$16.45 - $18.61 $81.4K - $92.1K
15.1K $254K
GNTX
Gentex Corp

Consumer Cyclical
-52
- 0.28%
$23.3 - $28.48 $1.21K - $1.48K
18.6K $433K
TSCO
Tractor Supply CO

Consumer Cyclical
-2.68K
- 10.75%
$51.66 - $57.94 $138K - $155K
22.2K $1.22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-341
- 0.59%
$25.58 - $29.24 $8.72K - $9.97K
57.9K $1.52M
UPS
United Parcel Service Inc

Industrials
-278
- 7.04%
$109.66 - $136.26 $30.5K - $37.9K
3.67K $403K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.25K
- 32.16%
$76.77 - $82.22 $95.7K - $103K
2.63K $208K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.09K
- 9.22%
$87.68 - $94.52 $183K - $197K
20.6K $1.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.1K
- 26.15%
$85.29 - $92.57 $93.8K - $102K
3.11K $282K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-766
- 25.23%
$113.59 - $123.29 $87K - $94.4K
2.27K $264K
BST
Black Rock Science & Technology Trust

Financial Services
-650
- 4.12%
$32.99 - $38.94 $21.4K - $25.3K
15.1K $498K
PANW
Palo Alto Networks Inc

Technology
-213
- 6.04%
$167.82 - $208.28 $35.7K - $44.4K
3.31K $565K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-460
- 8.46%
$68.07 - $78.99 $31.3K - $36.3K
4.98K $338K
BA
Boeing CO

Industrials
-304
- 8.71%
$148.15 - $186.25 $45K - $56.6K
3.19K $543K
BALL
Ball Corp

Consumer Cyclical
-729
- 5.74%
$49.04 - $56.53 $35.8K - $41.2K
12K $623K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-348
- 8.48%
$94.32 - $110.46 $32.8K - $38.4K
3.75K $362K
CNI
Canadian National Railway CO

Industrials
-517
- 15.83%
$95.46 - $106.79 $49.4K - $55.2K
2.75K $267K
MCD
Mcdonalds Corp

Consumer Cyclical
-578
- 10.98%
$279.74 - $321.29 $162K - $186K
4.69K $1.46M
KHC
Kraft Heinz CO

Consumer Defensive
-1.48K
- 5.49%
$28.51 - $32.22 $42.1K - $47.6K
25.5K $774K
SF
Stifel Financial Corp

Financial Services
-176
- 5.88%
$91.62 - $117.6 $16.1K - $20.7K
2.82K $265K
GILD
Gilead Sciences, Inc.

Healthcare
-1K
- 31.95%
$89.14 - $117.41 $89.1K - $117K
2.13K $238K
TXN
Texas Instruments Inc

Technology
-249
- 12.35%
N/A
1.77K $343K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
-1K
- 2.22%
$4.81 - $6.29 $4.81K - $6.29K
44K $216K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-222
- 3.58%
$36.64 - $45.76 $8.13K - $10.2K
5.97K $223K
FDM
First Trust Dow Jones Select M

ETFs
-62
- 0.81%
$61.73 - $71.81 $3.83K - $4.45K
7.57K $470K
FVD
First Tr Value Line Divid Inde

ETFs
-1.71K
- 5.75%
$42.61 - $45.51 $73K - $78K
28.1K $1.25M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1K
- 4.8%
$15.97 - $18.5 $16K - $18.5K
19.9K $321K
PMX
Pimco Municipal Income Fund Iii

Financial Services
-2.72K
- 2.04%
$7.07 - $7.53 $19.2K - $20.5K
131K $937K
FANG
Diamondback Energy, Inc.

Energy
-150
- 2.72%
$139.9 - $180.18 $21K - $27K
5.37K $859K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-536
- 2.22%
$62.72 - $71.92 $33.6K - $38.5K
23.6K $1.49M
PPSI
Pioneer Power Solutions, Inc.

Industrials
-5K
- 19.93%
$2.99 - $4.34 $15K - $21.7K
20.1K $60K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-200
- 0.61%
$65.4 - $79.39 $13.1K - $15.9K
32.4K $2.41M
BK
Bank Of New York Mellon Corp

Financial Services
-812
- 20.11%
$75.42 - $88.95 $61.2K - $72.2K
3.23K $270K
NXPI
Nxp Semiconductors N.V.

Technology
-4
- 0.18%
$189.99 - $245.86 $760 - $983
2.18K $414K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3.8K
- 16.09%
$35.35 - $42.74 $134K - $162K
19.8K $819K
CMCSA
Comcast Corp

Communication Services
-490
- 1.81%
$33.19 - $38.23 $16.3K - $18.7K
26.6K $982K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.3K
- 2.46%
$23.9 - $24.18 $54.9K - $55.6K
91K $2.2M
IBB
Ishares Biotechnology ETF

ETFs
-50
- 0.97%
$127.9 - $140.56 $6.4K - $7.03K
5.11K $653K
DFS
Discover Financial Services

Financial Services
-112
- 3.17%
$152.99 - $203.25 $17.1K - $22.8K
3.43K $584K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.07K
- 4.97%
$58.32 - $65.09 $62.3K - $69.6K
20.4K $1.23M
GDV
Gabelli Dividend & Income Trust

Financial Services
-998
- 6.91%
$23.47 - $25.3 $23.4K - $25.2K
13.5K $324K
SON
Sonoco Products CO

Consumer Cyclical
-100
- 0.85%
$44.71 - $49.22 $4.47K - $4.92K
11.7K $550K
TDIV
First Trust Nasdaq Technology

ETFs
-90
- 2.91%
$73.39 - $83.95 $6.61K - $7.56K
3K $220K
RYJ
Invesco Exchange Traded Fd Tr

ETFs
-300
- 9.39%
N/A
2.9K $201K
POST
Post Holdings, Inc.

Consumer Defensive
-208
- 10.7%
$104.57 - $116.92 $21.8K - $24.3K
1.74K $202K
BMY
Bristol Myers Squibb CO

Healthcare
-2.43K
- 8.4%
$53.9 - $63.11 $131K - $153K
26.5K $1.61M
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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