Smithbridge Asset Management Inc Incresed Positions in Q1 2025

Smithbridge Asset Management Inc

  • $533 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
350K
+ 454.32%
$24.91 - $29.02 $8.73M - $10.2M
427K $10.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
232K
+ 332.77%
$27.01 - $28.54 $6.26M - $6.62M
301K $8.32M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
49.9K
+ 50.87%
$49.78 - $53.19 $2.48M - $2.65M
148K $7.49M
JNJ
Johnson & Johnson

Healthcare
566
+ 1.39%
$142.06 - $167.7 $80.4K - $94.9K
41.3K $6.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.97K
+ 13.12%
$57.21 - $65.8 $456K - $524K
68.7K $4.01M
EW
Edwards Lifesciences Corp

Healthcare
1.18K
+ 9.02%
$67.95 - $76.19 $80.2K - $89.9K
14.3K $1.03M
MDT
Medtronic PLC

Healthcare
951
+ 1.6%
$79.84 - $94.5 $75.9K - $89.9K
60.3K $5.42M
ET
Energy Transfer LP

Energy
404
+ 2.2%
$17.26 - $21.08 $6.97K - $8.52K
18.8K $348K
SLB
Schlumberger Limited

Energy
921
+ 3.31%
$38.4 - $43.74 $35.4K - $40.3K
28.8K $1.2M
Labcorp Holdings Inc
353
+ 2.82%
N/A
12.9K $0
NVS
Novartis Ag

Healthcare
940
+ 2.0%
$97.14 - $115.57 $91.3K - $109K
48K $5.35M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
36
+ 0.1%
$408.78 - $448.82 $14.7K - $16.2K
35.7K $15M
UL
Unilever PLC

Consumer Defensive
328
+ 0.52%
$54.72 - $60.29 $17.9K - $19.8K
63.5K $3.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
96
+ 0.36%
$551.42 - $612.93 $52.9K - $58.8K
26.9K $15.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
20.7K
+ 112.7%
$21.23 - $23.75 $439K - $492K
39.1K $837K
SCHA
Schwab Strategic Tr Us Small C

ETFs
47.3K
+ 81.75%
$23.16 - $27.04 $1.1M - $1.28M
105K $2.47M
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.02%
$142.64 - $156.42 $571 - $626
26K $3.89M
PANW
Palo Alto Networks Inc

Technology
19.8K
+ 86.31%
$167.82 - $208.28 $3.32M - $4.12M
42.7K $7.28M
TROW
Price T Rowe Group Inc

Financial Services
274
+ 0.75%
$91.57 - $116.93 $25.1K - $32K
37K $3.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
143K
+ 170.87%
$25.58 - $29.24 $3.67M - $4.19M
227K $5.95M
LMT
Lockheed Martin Corp

Industrials
102
+ 0.85%
$423.19 - $506.29 $43.2K - $51.6K
12.1K $5.4M
Activity Summary
Buys All Purchases 29 New Holdings 7 Increased Positions 22 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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