Smith Thornton Advisors LLC Incresed Positions in Q3 2025

Smith Thornton Advisors LLC

  • $191 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
18
+ 0.09%
$174.36 - $254.72 $3.14K - $4.58K
19.8K $4.82B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.73K
+ 4.73%
$40.2 - $44.58 $351K - $389K
193K $8.48B
CGDV
Capital Group Divid Value ETF

ETFs
7.62K
+ 3.49%
$39.59 - $42.21 $302K - $322K
226K $9.51B
AAPL
Apple Inc.

Technology
392
+ 2.9%
$202.38 - $256.87 $79.3K - $101K
13.9K $3.54B
IAU
Ishares Gold Trust

ETFs
1.95K
+ 3.34%
$61.62 - $72.77 $120K - $142K
60.1K $4.37B
CGGO
Capital Group Global Growth Eq

ETFs
11.2K
+ 9.01%
$31.71 - $34.17 $354K - $381K
135K $4.61B
Capital Grp Fixed Incm ETF T
21.2K
+ 11.01%
N/A
214K $5.69B
TSLA
Tesla, Inc.

Consumer Cyclical
622
+ 26.05%
$293.94 - $444.72 $183K - $277K
3.01K $1.34B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.44K
+ 7.14%
$39.8 - $42.86 $296K - $319K
112K $4.78B
CGCP
Capital Group Core Plus Income

ETFs
20K
+ 9.08%
$22.27 - $22.95 $446K - $459K
240K $5.46B
IVV
Ishares Core S&P 500 ETF

ETFs
110
+ 1.43%
$620.67 - $670.08 $68.3K - $73.7K
7.82K $5.23B
QQQ
Invesco Qqq Trust, Series 1

ETFs
272
+ 5.27%
$546.99 - $602.2 $149K - $164K
5.44K $3.26B
CGSD
Capital Grp Core Plus Income E
15.7K
+ 30.52%
N/A
67.3K $1.75B
Capital Group Equity ETF Tr
7.84K
+ 6.9%
N/A
121K $3.45B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
166
+ 0.7%
$82.22 - $96.68 $13.6K - $16K
24K $2.32B
DGRO
Ishares Core Dividend Growth E

ETFs
1.39K
+ 2.04%
$64.12 - $68.08 $89.1K - $94.6K
69.5K $4.73B
UITB
Usaa ETF Tr Core Intermediate

ETFs
6.75K
+ 5.5%
$46.38 - $47.74 $313K - $322K
129K $6.15B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.61K
+ 9.2%
$100.16 - $100.7 $362K - $364K
42.8K $4.31B
Capital Group Core Balanced
9.55K
+ 47.56%
N/A
29.6K $1.03B
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.05K
+ 2.99%
$25.29 - $28.33 $77.1K - $86.4K
105K $2.93B
USTB
Victory Portfolios Ii Victorys

ETFs
5.63K
+ 5.1%
$50.54 - $51.1 $285K - $288K
116K $5.92B
CGMU
Capital Group Core Plus Income
10K
+ 20.32%
N/A
59.2K $1.62B
NVDA
Nvidia Corp

Technology
346
+ 4.22%
$153.3 - $186.58 $53K - $64.6K
8.55K $1.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.37K
+ 7.9%
$62.54 - $68.42 $148K - $162K
32.4K $2.19B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.92K
+ 27.8%
$50.9 - $52.37 $251K - $258K
22.6K $1.18B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.31K
+ 5.57%
$55.15 - $58.11 $127K - $134K
43.8K $2.52B
MSFT
Microsoft Corp

Technology
122
+ 1.8%
$491.09 - $535.64 $59.9K - $65.3K
6.88K $3.56B
WMT
Walmart Inc.

Consumer Defensive
831
+ 4.22%
$94.4 - $104.27 $78.4K - $86.6K
20.5K $2.11B
PLTR
Palantir Technologies Inc.

Technology
95
+ 2.84%
$130.68 - $186.97 $12.4K - $17.8K
3.45K $628M
NEE
Nextera Energy Inc

Utilities
1.74K
+ 31.05%
$69.77 - $77.54 $122K - $135K
7.36K $556M
JPM
Jpmorgan Chase & CO

Financial Services
126
+ 2.57%
$282.78 - $316.06 $35.6K - $39.8K
5.04K $1.59B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
89
+ 3.62%
$567.77 - $614.76 $50.5K - $54.7K
2.55K $1.56B
JNJ
Johnson & Johnson

Healthcare
118
+ 2.92%
$155.17 - $185.42 $18.3K - $21.9K
4.17K $773M
BAC
Bank Of America Corp

Financial Services
27
+ 0.09%
$44.92 - $52.42 $1.21K - $1.42K
31.4K $1.62B
AVGO
Broadcom Inc.

Technology
31
+ 1.36%
$264.74 - $369.57 $8.21K - $11.5K
2.31K $763M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
4.81K
+ 4.09%
$25.39 - $25.57 $122K - $123K
122K $3.13B
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 11.54%
$40.84 - $45.06 $94K - $104K
22.2K $978M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 0.47%
$357.4 - $423.42 $4.65K - $5.5K
2.76K $1.12B
UBER
Uber Technologies, Inc

Technology
773
+ 10.16%
$86.91 - $99.57 $67.2K - $77K
8.38K $821M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 1.97%
$459.11 - $506.91 $27.5K - $30.4K
3.11K $1.56B
LMT
Lockheed Martin Corp

Industrials
90
+ 10.19%
$410.74 - $499.21 $37K - $44.9K
973 $485M
SO
Southern CO

Utilities
21
+ 0.12%
$90.83 - $96.0 $1.91K - $2.02K
17K $1.61B
GLD
Spdr Gold Trust

ETFs
2
+ 0.2%
$300.96 - $355.47 $602 - $711
1K $357M
IEFA
Ishares Tr

ETFs
260
+ 3.73%
$81.7 - $87.53 $21.2K - $22.8K
7.23K $631M
SCHW
Schwab Charles Corp

Financial Services
267
+ 5.83%
$91.03 - $98.69 $24.3K - $26.4K
4.85K $463M
QCOM
Qualcomm Inc

Technology
18
+ 0.53%
$145.84 - $173.55 $2.63K - $3.12K
3.41K $567M
TFC
Truist Financial Corp

Financial Services
231
+ 4.07%
$42.83 - $47.07 $9.89K - $10.9K
5.9K $270M
MRK
Merck & Co., Inc.

Healthcare
42
+ 0.97%
$77.6 - $87.37 $3.26K - $3.67K
4.38K $368M
JEPI
J P Morgan Exchange Traded Fd

ETFs
329
+ 7.46%
$55.61 - $57.37 $18.3K - $18.9K
4.74K $271M
Activity Summary
Buys All Purchases 68 New Holdings 7 Increased Positions 61 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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