Smi Advisory Services, LLC Purchases and Sells in Q4 2025

Smi Advisory Services, LLC

$226 Million
Q4 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	22.1K + 624.49%	$242.67 - $261.79 $5.37M - $5.8M	25.7K $6.44M
XLK	8.45K + 21.2%	$278.39 - $304.13 $2.35M - $2.57M	48.3K $13.9M
XLF	17.4K + 31.43%	$51.76 - $53.77 $902K - $937K	72.8K $3.82M
XLY	3.95K + 26.91%	$228.75 - $242.18 $903K - $956K	18.6K $4.3M
LLY	2 + 0.18%	$799.57 - $1025.28 $1.6K - $2.05K	1.09K $1.11M
BSCQ	13.1K + 68.99%	$19.54 - $19.6 $255K - $256K	32K $626K

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	255K New	$199.44 - $208.01 $50.8M - $53M	255K $52.2M
FDT	165K New	$73.59 - $78.43 $12.1M - $12.9M	165K $12.9M
DFAS	37K New	$66.04 - $69.67 $2.44M - $2.58M	37K $2.48M
DFAI	41.3K New	$35.82 - $37.52 $1.48M - $1.55M	41.3K $1.53M
IBDR	31.4K New	N/A	31.4K $746K
XLB	6.66K New	$84.72 - $89.9 $565K - $599K	6.66K $578K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-35.6K - 93.78%	$459.47 - $491.71 $16.4M - $17.5M	2.36K $1.11M
IVV	-5.95K - 17.39%	$656.2 - $690.71 $3.9M - $4.11M	28.2K $19.1M
VXF	-12.7K - 19.39%	$204.22 - $215.05 $2.58M - $2.72M	52.6K $10.7M
SCHO	-27.1K - 7.51%	$24.31 - $24.46 $659K - $663K	334K $8.12M
XOM	-2.72K - 50.49%	$110.64 - $119.78 $301K - $325K	2.66K $313K
VOO	-465 - 25.54%	$600.51 - $631.95 $279K - $294K	1.36K $837K

Activity Summary All Purchases 29 New Holdings 12 Increased Positions 17 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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