Smith, Moore & Co. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 481 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 $64.8M, Vanguard Total Stock Market Et with a value of $53.6M, Apple Inc. with a value of $42.5M, Ishares S&P 500 Value ETF with a value of $37.9M, and Spdr S&P Midcap 400 ETF Trust with a value of $34.4M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $1.03B to 1.05B.
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
$1.05 Billion
ETFs: $712 Million
Technology: $82.1 Million
Financial Services: $42.7 Million
Industrials: $34.1 Million
Healthcare: $31.2 Million
Consumer Defensive: $30.1 Million
Consumer Cyclical: $27.7 Million
Energy: $23 Million
Other: $42.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions