Smith, Moore & Co. Reduced Holdings in Q2 2025

Smith, Moore & Co.

  • $1.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
D
Dominion Energy, Inc

Utilities
-203
- 2.18%
$49.66 - $58.0 $10.1K - $11.8K
9.09K $513K
NOM
Nuveen Missouri Quality Municipal Income Fund

Financial Services
-591
- 2.43%
$9.63 - $11.0 $5.69K - $6.5K
23.7K $246K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-850
- 11.97%
$45.98 - $56.15 $39.1K - $47.7K
6.25K $351K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1K
- 6.74%
$52.31 - $63.72 $52.5K - $64K
13.9K $885K
SPYI
Shp ETF Tr Neos S&P 500 High I
-9.15K
- 15.96%
N/A
48.2K $0
Victory Portfolios Ii
-8.85K
- 18.57%
N/A
38.8K $0
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.03%
$335.24 - $380.78 $670 - $762
7.31K $2.68M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-59
- 0.41%
N/A
14.2K $0
First Tr Exchng Traded Fd Vi
-1.11K
- 13.98%
N/A
6.8K $0
JGRO
J P Morgan Exchange Traded Fd
-47.4K
- 61.25%
N/A
30K $0
Franklin Wireless Corp
-4.1K
- 5.91%
N/A
65.3K $0
Ishares Bitcoin Trust ETF
-6.4K
- 19.86%
N/A
25.8K $0
J P Morgan Exchange Traded F
-11K
- 63.53%
N/A
6.32K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-8
- 0.17%
$43.28 - $50.37 $346 - $403
4.79K $240K
KMI
Kinder Morgan, Inc.

Energy
-89
- 1.12%
$25.21 - $29.4 $2.24K - $2.62K
7.87K $231K
BK
Bank Of New York Mellon Corp

Financial Services
-200
- 6.2%
$73.31 - $91.62 $14.7K - $18.3K
3.03K $275K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-228
- 3.82%
$32.0 - $39.87 $7.3K - $9.09K
5.74K $228K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-375
- 6.96%
$94.8 - $117.22 $35.6K - $44K
5.01K $586K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-600
- 7.81%
$27.46 - $33.2 $16.5K - $19.9K
7.08K $235K
WMB
Williams Companies, Inc.

Energy
-286
- 3.57%
$54.33 - $62.87 $15.5K - $18K
7.72K $484K
VBK
Vanguard Small Cap Growth ETF

ETFs
-85
- 6.95%
$219.76 - $276.94 $18.7K - $23.5K
1.14K $315K
XLY
Select Sector Spdr Consumer Di

ETFs
-96
- 6.38%
$176.34 - $218.59 $16.9K - $21K
1.41K $306K
V
Visa Inc.

Financial Services
-99
- 1.03%
$308.27 - $373.31 $30.5K - $37K
9.54K $3.39M
F
Ford Motor CO

Consumer Cyclical
-77
- 0.6%
$8.69 - $10.85 $669 - $835
12.8K $138K
USB
Us Bancorp \De\

Financial Services
-1.54K
- 5.72%
$36.4 - $45.76 $55.9K - $70.3K
25.3K $1.15M
OUNZ
Van Eck Merk Gold Trust

ETFs
-450
- 3.09%
$28.68 - $33.09 $12.9K - $14.9K
14.1K $449K
XLF
Financial Sector Spdr

ETFs
-617
- 3.61%
$43.92 - $52.37 $27.1K - $32.3K
16.5K $863K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.42K
- 22.04%
$60.61 - $87.72 $146K - $212K
8.54K $724K
FTHI
First Trust Exchange Traded Fd

ETFs
-100
- 0.67%
$19.66 - $22.85 $1.97K - $2.29K
14.9K $341K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
-115
- 1.3%
$24.81 - $29.88 $2.85K - $3.44K
8.75K $261K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
-248
- 3.9%
$36.17 - $43.43 $8.97K - $10.8K
6.1K $261K
SF
Stifel Financial Corp

Financial Services
-112
- 3.97%
$76.49 - $103.78 $8.57K - $11.6K
2.71K $280K
FV
First Trust Dorsey Wright Focu

ETFs
-2.05K
- 6.61%
$48.43 - $59.26 $99.3K - $122K
29K $1.72M
SRE
Sempra Energy

Utilities
-200
- 2.69%
$63.78 - $78.91 $12.8K - $15.8K
7.24K $548K
XLI
Industrial Sector Spdr

ETFs
-102
- 4.93%
$116.42 - $147.52 $11.9K - $15K
1.97K $290K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-51
- 2.77%
$106.81 - $136.49 $5.45K - $6.96K
1.79K $244K
FCX
Freeport Mcmoran Inc

Basic Materials
-423
- 5.26%
$29.15 - $44.46 $12.3K - $18.8K
7.62K $330K
ENB
Enbridge Inc

Energy
-414
- 0.91%
$41.09 - $47.16 $17K - $19.5K
45.1K $2.04M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-700
- 3.53%
$13.86 - $18.24 $9.7K - $12.8K
19.2K $349K
PANW
Palo Alto Networks Inc

Technology
-407
- 12.28%
$152.44 - $204.64 $62K - $83.3K
2.91K $594K
T
At&T Inc.

Communication Services
-561
- 0.77%
$26.33 - $28.94 $14.8K - $16.2K
72.7K $2.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-107
- 1.63%
$54.19 - $67.22 $5.8K - $7.19K
6.48K $435K
CASY
Caseys General Stores Inc

Consumer Cyclical
-35
- 5.0%
$415.82 - $510.91 $14.6K - $17.9K
665 $339K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-81
- 0.75%
$32.66 - $40.75 $2.65K - $3.3K
10.7K $433K
NSC
Norfolk Southern Corp

Industrials
-68
- 2.21%
$206.34 - $257.46 $14K - $17.5K
3K $768K
AXP
American Express CO

Financial Services
-129
- 7.65%
$231.39 - $318.98 $29.8K - $41.1K
1.56K $496K
MRVL
Marvell Technology, Inc.

Technology
-766
- 11.69%
$49.38 - $79.97 $37.8K - $61.3K
5.78K $447K
BA
Boeing CO

Industrials
-372
- 11.67%
$136.59 - $217.51 $50.8K - $80.9K
2.82K $589K
PM
Philip Morris International Inc.

Consumer Defensive
-987
- 10.08%
$149.23 - $184.95 $147K - $183K
8.81K $1.6M
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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