Smithbridge Asset Management Inc Purchases in Q3 2025

Smithbridge Asset Management Inc

  • $639 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
215K
New
$46.37 - $47.77 $9.95M - $10.2M
215K $10.2M
SCHW
Schwab Charles Corp

Financial Services
70.7K
New
$91.03 - $98.69 $6.44M - $6.98M
70.7K $6.75M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
49.9K
New
$78.96 - $80.04 $3.94M - $3.99M
49.9K $3.99M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
69.9K
New
$50.47 - $50.74 $3.53M - $3.55M
69.9K $3.55M
VCIT
Vanguard Intermediate Term Cor

ETFs
30.9K
New
$81.75 - $84.54 $2.53M - $2.61M
30.9K $2.6M
SCHO
Schwab Short Term Us Treasury

ETFs
82.4K
New
$24.23 - $24.42 $2M - $2.01M
82.4K $2.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.4K
+ 4.47%
$28.92 - $32.19 $589K - $656K
477K $15.2M
SUB
Ishares Short Term National Mu

ETFs
14.1K
New
$106.17 - $107.3 $1.5M - $1.51M
14.1K $1.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
28.6K
New
$49.09 - $50.58 $1.4M - $1.44M
28.6K $1.44M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.2K
+ 6.43%
$52.12 - $55.33 $584K - $620K
186K $10.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.72K
+ 6.75%
$108.46 - $120.63 $404K - $449K
58.9K $7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
10.6K
New
$82.29 - $90.77 $871K - $961K
10.6K $958K
IEFA
Ishares Tr

ETFs
6.28K
+ 6.41%
$81.7 - $87.53 $513K - $549K
104K $9.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
101
+ 0.28%
$435.72 - $463.74 $44K - $46.8K
36.2K $16.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
7.47K
+ 6.28%
$69.02 - $73.57 $515K - $549K
126K $9.29M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.19K
New
$117.65 - $120.08 $846K - $863K
7.19K $859K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.2K
+ 5.57%
$26.38 - $27.95 $532K - $564K
382K $10.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
26.5K
New
$28.95 - $29.73 $767K - $788K
26.5K $787K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14.3K
New
$49.78 - $50.75 $714K - $728K
14.3K $725K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
15.7K
New
$44.97 - $45.88 $707K - $721K
15.7K $720K
JNK
Spdr Bloomberg High Yield Bond

ETFs
7.12K
New
$96.22 - $98.19 $685K - $699K
7.12K $697K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.94K
New
$85.71 - $86.94 $681K - $691K
7.94K $689K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
12.6K
New
$49.05 - $49.99 $617K - $629K
12.6K $626K
MBB
Ishares Tr

ETFs
6.31K
New
$92.46 - $95.73 $584K - $604K
6.31K $600K
VNLA
Janus Henderson Short Duration

ETFs
10.8K
New
$48.99 - $49.29 $531K - $534K
10.8K $533K
BOND
Pimco Active Bond Exchange Tra

ETFs
5.4K
New
$90.83 - $93.81 $490K - $506K
5.4K $503K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.12K
New
$109.11 - $111.88 $450K - $461K
4.12K $458K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.89K
New
$43.36 - $44.8 $429K - $443K
9.89K $439K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
18.4K
New
$21.68 - $22.04 $399K - $406K
18.4K $404K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
New
$22.19 - $22.44 $399K - $404K
18K $403K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16.4K
New
$22.36 - $22.52 $367K - $369K
16.4K $369K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
14.7K
New
$20.18 - $20.7 $297K - $304K
14.7K $302K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
15K
New
$19.57 - $19.98 $294K - $300K
15K $298K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.2K
+ 6.46%
$62.54 - $68.42 $137K - $150K
36.2K $2.44M
GLW
Corning Inc

Technology
3.5K
New
$51.6 - $82.03 $181K - $287K
3.5K $287K
APH
Amphenol Corp

Technology
2K
New
$97.39 - $125.4 $195K - $251K
2K $247K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.58K
New
$50.81 - $51.07 $233K - $234K
4.58K $233K
ORCL
Oracle Corp

Technology
799
New
$218.96 - $328.33 $175K - $262K
799 $224K
ECL
Ecolab Inc.

Basic Materials
251
+ 1.26%
$259.39 - $285.47 $65.1K - $71.7K
20.2K $5.54M
VTI
Vanguard Total Stock Market Et

ETFs
237
+ 8.58%
$303.93 - $329.86 $72K - $78.2K
3K $983K
IEMG
Ishares Inc

ETFs
2.29K
+ 6.57%
N/A
37.2K $1.99M
CVX
Chevron Corp

Energy
2
+ 0.03%
$145.57 - $161.83 $291 - $324
5.76K $893K
EW
Edwards Lifesciences Corp

Healthcare
455
+ 2.98%
$73.75 - $81.83 $33.6K - $37.2K
15.7K $1.22M
FISV
Fiserv Inc

Technology
172
+ 0.35%
N/A
49.8K $6.23M
ET
Energy Transfer LP

Energy
1.14K
+ 5.8%
$17.11 - $18.16 $19.4K - $20.6K
20.7K $355K
J P Morgan Exchange Traded F
285K
New
N/A
285K $0
Vanguard Malvern Fds
234K
New
N/A
234K $0
Vanguard Mun Bd Fds
24.4K
New
N/A
24.4K $0
NVO
Novo Nordisk A S

Healthcare
2.85K
+ 3.1%
$45.38 - $71.7 $129K - $204K
94.5K $5.24M
Activity Summary
Buys All Purchases 51 New Holdings 33 Increased Positions 18 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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