Smith, Moore & Co. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 480 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 $61M, Vanguard Total Stock Market Et with a value of $52.3M, Ishares S&P 500 Value ETF with a value of $38.4M, Apple Inc. with a value of $34.3M, and Spdr S&P Midcap 400 ETF Trust with a value of $32.3M.
Examining the 13F form we can see an decrease of $19.3M in the current position value, from $1.05B to 1.03B.
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
$1.03 Billion
ETFs: $707 Million
Technology: $69 Million
Financial Services: $43.1 Million
Healthcare: $33.6 Million
Consumer Defensive: $31.2 Million
Industrials: $30.3 Million
Energy: $25.3 Million
Consumer Cyclical: $23.8 Million
Other: $45.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions