Smith Anglin Financial, LLC Incresed Positions in Q4 2024

Smith Anglin Financial, LLC

  • $1.04 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
15.5K
+ 4.29%
$378.79 - $428.11 $5.87M - $6.64M
377K $155M
AVUS
American Centy ETF Tr Avantis

ETFs
35.3K
+ 4.18%
$94.36 - $102.06 $3.33M - $3.61M
882K $85.5M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
45.7K
+ 6.52%
$24.84 - $30.54 $1.14M - $1.4M
748K $21.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.58K
+ 18.04%
$521.84 - $558.82 $2.39M - $2.56M
30K $16.2M
DGRO
Ishares Core Dividend Growth E

ETFs
59.1K
+ 4.39%
$60.73 - $64.94 $3.59M - $3.84M
1.41M $86.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.43K
+ 3.28%
$180.88 - $232.93 $259K - $333K
45K $9.87M
TSLA
Tesla, Inc.

Consumer Cyclical
115
+ 1.86%
$213.65 - $479.86 $24.6K - $55.2K
6.29K $2.54M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.6K
+ 16.77%
$50.67 - $50.9 $840K - $843K
115K $5.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.58K
+ 34.17%
$96.64 - $101.23 $635K - $666K
25.8K $2.5M
IVV
Ishares Core S&P 500 ETF

ETFs
194
+ 0.67%
$570.51 - $610.59 $111K - $118K
29.1K $17.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.03K
+ 3.49%
$100.16 - $100.7 $404K - $406K
119K $12M
WMT
Walmart Inc.

Consumer Defensive
430
+ 1.31%
$79.1 - $95.7 $34K - $41.2K
33.2K $3M
GOOG
Alphabet Inc.

Communication Services
543
+ 11.02%
$163.08 - $198.16 $88.6K - $108K
5.47K $1.04M
RKLB
Rocket Lab Usa, Inc.

Industrials
1.1K
+ 10.29%
$9.23 - $28.44 $10.1K - $31.2K
11.7K $299K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.84K
+ 21.74%
$57.53 - $60.83 $221K - $233K
21.5K $1.24M
COIN
Coinbase Global, Inc.

Technology
15
+ 0.65%
$163.17 - $343.62 $2.45K - $5.15K
2.31K $573K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.75K
+ 26.01%
$119.34 - $127.78 $209K - $224K
8.48K $1.01M
VEA
Vanguard Ftse Developed Market

ETFs
4.55K
+ 36.53%
$47.57 - $52.44 $217K - $239K
17K $813K
MO
Altria Group, Inc.

Consumer Defensive
2.75K
+ 36.01%
$49.06 - $57.74 $135K - $159K
10.4K $543K
SO
Southern CO

Utilities
2.24K
+ 49.8%
$81.5 - $94.15 $183K - $211K
6.74K $554K
CRWD
Crowd Strike Holdings, Inc.

Technology
63
+ 3.14%
$275.15 - $388.2 $17.3K - $24.5K
2.07K $707K
VGT
Vanguard Information Technolog

ETFs
207
+ 51.11%
$571.78 - $647.97 $118K - $134K
612 $380K
MUB
Ishares National Muni Bond ETF

ETFs
1.35K
+ 20.89%
$105.78 - $108.7 $143K - $147K
7.83K $834K
XLC
Select Sector Spdr Tr Communic

ETFs
1.11K
+ 44.97%
$89.66 - $102.16 $99.3K - $113K
3.57K $345K
XLK
Technology Sector Spdr

ETFs
441
+ 25.49%
$220.26 - $241.44 $97.1K - $106K
2.17K $504K
PG
Procter & Gamble CO

Consumer Defensive
904
+ 12.73%
$161.05 - $179.7 $146K - $162K
8K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.06%
$205.18 - $250.29 $410 - $501
3.33K $798K
XLG
Invesco Exchange Traded Fd Tr

ETFs
49
+ 0.14%
$46.94 - $51.62 $2.3K - $2.53K
33.9K $1.69M
SCHX
Schwab Strategic Tr Us Large C

ETFs
66.7K
+ 203.75%
$22.4 - $68.28 $1.49M - $4.55M
99.4K $2.3M
AIQ
Global X Funds Global X Artifi

ETFs
1.71K
+ 15.71%
$36.57 - $40.57 $62.4K - $69.2K
12.6K $485K
SPYG
Spdr Portfolio

ETFs
446
+ 6.56%
$81.74 - $91.38 $36.5K - $40.8K
7.24K $636K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 3.08%
$873.59 - $994.69 $34.1K - $38.8K
1.31K $1.2M
MCK
Mckesson Corp

Healthcare
9
+ 1.16%
$482.27 - $628.5 $4.34K - $5.66K
787 $448K
BAC
Bank Of America Corp

Financial Services
186
+ 1.43%
$39.22 - $47.77 $7.29K - $8.89K
13.2K $579K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.88K
+ 20.76%
$44.04 - $49.49 $82.8K - $93.1K
10.9K $481K
CVX
Chevron Corp

Energy
401
+ 6.28%
$141.15 - $162.53 $56.6K - $65.2K
6.79K $982K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
435
+ 8.61%
$113.92 - $127.38 $49.6K - $55.4K
5.49K $631K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.27K
+ 21.29%
$32.68 - $36.28 $74.1K - $82.2K
12.9K $421K
NAK
Northern Dynasty Minerals LTD

Basic Materials
20K
+ 19.05%
$0.31 - $0.58 $6.2K - $11.6K
125K $72K
VB
Vanguard Small Cap ETF

ETFs
26
+ 0.3%
$233.76 - $261.58 $6.08K - $6.8K
8.8K $2.11M
HON
Honeywell International Inc

Industrials
25
+ 2.24%
$202.84 - $236.0 $5.07K - $5.9K
1.14K $257K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
120
+ 0.57%
$78.43 - $87.17 $9.41K - $10.5K
21K $1.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
367
+ 0.53%
$61.68 - $67.87 $22.6K - $24.9K
69.3K $4.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
175
+ 7.19%
$126.68 - $134.74 $22.2K - $23.6K
2.61K $333K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.11%
$280.08 - $307.97 $280 - $308
926 $271K
PANW
Palo Alto Networks Inc

Technology
639
+ 101.59%
$181.96 - $405.9 $116K - $259K
1.27K $230K
IJS
Ishares S&P Smallcap 600 Value

ETFs
3
+ 0.02%
$104.59 - $118.05 $314 - $354
12.7K $1.38M
XEL
Xcel Energy Inc

Utilities
1
+ 0.02%
$62.16 - $72.92 $62.2 - $72.9
5.38K $363K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.32%
$311.11 - $335.64 $933 - $1.01K
927 $298K
Activity Summary
Buys All Purchases 127 New Holdings 21 Increased Positions 106 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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