Smi Advisory Services, LLC Portfolio Holdings by Sector
Smi Advisory Services, LLC
- $368 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQM BSCP SPY BIV IVV HYG IWF IWO 44 stocks |
$359,759
97.85% of portfolio
|
  20  
|
  22  
|
  3  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS DNP 2 stocks |
$4,497
1.22% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$1,785
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$792
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$591
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
HWM 1 stocks |
$210
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
CODX 1 stocks |
$21
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|