Smith, Moore & Co. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 467 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 $62.8M, Vanguard Total Stock Market Et with a value of $52.6M, Ishares S&P 500 Value ETF with a value of $40.4M, Apple Inc. with a value of $38.4M, and Spdr S&P Midcap 400 ETF Trust with a value of $34.5M.

Examining the 13F form we can see an increase of $71.8M in the current position value, from $961M 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: $694 Million
Technology: $76.3 Million
Financial Services: $40 Million
Healthcare: $37.7 Million
Industrials: $34.4 Million
Consumer Defensive: $31.5 Million
Consumer Cyclical: $26.5 Million
Energy: $22.9 Million
Other: $44.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 467
  • Current Value $1.03 Billion
  • Prior Value $961 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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