Smith Thornton Advisors LLC Incresed Positions in Q1 2025

Smith Thornton Advisors LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
194K
+ 779.74%
$21.94 - $22.64 $4.27M - $4.4M
219K $4.93B
USTB
Victory Portfolios Ii Victorys

ETFs
64.3K
+ 84.47%
$50.08 - $50.71 $3.22M - $3.26M
140K $7.11B
CGGR
Capital Group Growth ETF Shs C

ETFs
99.7K
+ 133.8%
$33.98 - $39.84 $3.39M - $3.97M
174K $5.97B
CGDV
Capital Group Divid Value ETF

ETFs
84.3K
+ 70.8%
$34.95 - $37.36 $2.95M - $3.15M
203K $7.25B
IWR
Ishares Russell Mid Cap ETF

ETFs
25.7K
+ 120.82%
$82.81 - $92.93 $2.13M - $2.39M
47K $4B
SUB
Ishares Short Term National Mu

ETFs
13.8K
+ 195.78%
$105.3 - $106.24 $1.45M - $1.46M
20.8K $2.2B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
47.4K
+ 66.88%
$25.44 - $25.58 $1.21M - $1.21M
118K $3.02B
SCHA
Schwab Strategic Tr Us Small C

ETFs
47.1K
+ 89.16%
$23.16 - $27.04 $1.09M - $1.27M
99.9K $2.34B
IAU
Ishares Gold Trust

ETFs
8.33K
+ 16.95%
$49.74 - $58.96 $415K - $491K
57.5K $3.39B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.9K
+ 13.23%
$33.84 - $37.77 $402K - $449K
102K $3.7B
GL
Globe Life Inc.

Financial Services
56
+ 0.25%
$111.2 - $131.72 $6.23K - $7.38K
22.2K $2.93B
T
At&T Inc.

Communication Services
1.59K
+ 2.36%
$21.56 - $28.28 $34.3K - $45K
69.1K $1.96B
Capital Grp Fixed Incm ETF T
8.25K
+ 4.47%
N/A
193K $5.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 1.27%
$442.66 - $534.52 $16.8K - $20.3K
3.03K $1.61B
XOM
Exxon Mobil Corp

Energy
348
+ 2.18%
$105.44 - $118.93 $36.7K - $41.4K
16.3K $1.94B
UBER
Uber Technologies, Inc

Technology
2.04K
+ 34.62%
$63.17 - $81.49 $129K - $166K
7.93K $577M
IBM
International Business Machines Corp

Technology
232
+ 5.09%
$217.4 - $264.74 $50.4K - $61.4K
4.79K $1.19B
SO
Southern CO

Utilities
132
+ 0.74%
$80.96 - $92.96 $10.7K - $12.3K
17.9K $1.65B
Capital Grp Fixed Incm ETF T
5.48K
+ 11.18%
N/A
54.5K $1.42B
JNJ
Johnson & Johnson

Healthcare
35
+ 0.9%
$142.06 - $167.7 $4.97K - $5.87K
3.94K $654M
AMGN
Amgen Inc

Healthcare
62
+ 5.23%
$258.59 - $327.36 $16K - $20.3K
1.25K $389M
LLY
Eli Lilly & CO

Healthcare
37
+ 4.66%
$725.72 - $929.72 $26.9K - $34.4K
831 $686M
RTX
Raytheon Technologies Corp

Industrials
97
+ 3.43%
$114.1 - $135.66 $11.1K - $13.2K
2.93K $388M
NOC
Northrop Grumman Corp

Industrials
20
+ 1.77%
$433.45 - $513.82 $8.67K - $10.3K
1.15K $589M
CVX
Chevron Corp

Energy
31
+ 1.53%
$146.71 - $167.97 $4.55K - $5.21K
2.06K $345M
Capital Group Core Balanced
1.7K
+ 14.59%
N/A
13.3K $413M
GLD
Spdr Gold Trust

ETFs
3
+ 0.3%
$243.19 - $288.14 $730 - $864
1K $288M
META
Meta Platforms, Inc.

Communication Services
142
+ 3.45%
$576.36 - $736.67 $81.8K - $105K
4.25K $2.45B
SCHW
Schwab Charles Corp

Financial Services
189
+ 4.34%
$71.24 - $83.64 $13.5K - $15.8K
4.55K $356M
JPM
Jpmorgan Chase & CO

Financial Services
22
+ 0.45%
$225.19 - $279.95 $4.95K - $6.16K
4.9K $1.2B
CSCO
Cisco Systems, Inc.

Technology
9
+ 0.08%
$58.74 - $64.87 $529 - $584
10.7K $660M
XYL
Xylem Inc.

Industrials
115
+ 3.06%
$114.02 - $132.04 $13.1K - $15.2K
3.87K $462M
QCOM
Qualcomm Inc

Technology
160
+ 5.0%
$151.94 - $175.86 $24.3K - $28.1K
3.36K $516M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 5.44%
$890.62 - $1076.86 $14.2K - $17.2K
310 $293M
PEP
Pepsico Inc

Consumer Defensive
176
+ 9.49%
$142.64 - $156.42 $25.1K - $27.5K
2.03K $304M
PG
Procter & Gamble CO

Consumer Defensive
29
+ 0.53%
$158.56 - $176.26 $4.6K - $5.11K
5.54K $945M
BMY
Bristol Myers Squibb CO

Healthcare
39
+ 1.0%
$53.9 - $63.11 $2.1K - $2.46K
3.92K $239M
OXY
Occidental Petroleum Corp

Energy
386
+ 6.01%
$45.45 - $52.7 $17.5K - $20.3K
6.81K $336M
CGSD
Capital Grp Core Plus Income E
273
+ 0.53%
N/A
51.5K $1.33B
NEE
Nextera Energy Inc

Utilities
150
+ 2.8%
$66.96 - $76.16 $10K - $11.4K
5.51K $390M
KHC
Kraft Heinz CO

Consumer Defensive
277
+ 2.27%
$28.51 - $32.22 $7.9K - $8.92K
12.5K $379M
BX
Blackstone Inc.

Financial Services
300
+ 24.23%
$136.53 - $186.74 $41K - $56K
1.54K $215M
TFC
Truist Financial Corp

Financial Services
7
+ 0.12%
$39.48 - $48.15 $276 - $337
5.61K $231M
BRCC
Brc Inc.

Consumer Defensive
2.05K
+ 11.09%
$1.94 - $3.19 $3.98K - $6.55K
20.6K $43M
LMT
Lockheed Martin Corp

Industrials
23
+ 2.83%
$423.19 - $506.29 $9.73K - $11.6K
837 $374M
DKNG
Draft Kings Inc.

Consumer Cyclical
475
+ 4.7%
$33.21 - $53.49 $15.8K - $25.4K
10.6K $352M
NKE
Nike, Inc.

Consumer Cyclical
145
+ 4.75%
$63.29 - $81.72 $9.18K - $11.8K
3.2K $203M
CGUS
Capital Group Core Equity ETF
5
+ 0.03%
$33.08 - $36.62 $165 - $183
18.4K $614M
WMT
Walmart Inc.

Consumer Defensive
180
+ 0.98%
$84.5 - $105.05 $15.2K - $18.9K
18.6K $1.64B
Activity Summary
Buys All Purchases 63 New Holdings 2 Increased Positions 61 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Smith Thornton Advisors LLC Portfolio

Follow Smith Thornton Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith Thornton Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith Thornton Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email