Smith, Moore & Co. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $935 Million distributed in 428 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $55.5M, Vanguard Total Stock Market Et with a value of $47.4M, Ishares S&P 500 Value ETF with a value of $37.1M, Spdr S&P Midcap 400 ETF Trust with a value of $33.3M, and Apple Inc. with a value of $28.5M.
Examining the 13F form we can see an increase of $85.2M in the current position value, from $850M to 935M.
Smith, Moore & Co. is based out at Clayton, MO
Below you can find more details about Smith, Moore & Co. portfolio as well as his latest detailed transactions.
Portfolio value
$935 Million
ETFs: $630 Million
Technology: $61.1 Million
Healthcare: $36.9 Million
Financial Services: $34.3 Million
Industrials: $33.2 Million
Consumer Defensive: $29.9 Million
Consumer Cyclical: $25.5 Million
Energy: $23.2 Million
Other: $37.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions