Smith, Moore & Co. Incresed Positions in Q4 2024

Smith, Moore & Co.

  • $1.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
204K
+ 1028.09%
$50.62 - $50.97 $10.3M - $10.4M
224K $11.4M
RDVY
First Trust Rising Dividend Ac

ETFs
75.7K
+ 429.07%
$58.65 - $64.37 $4.44M - $4.87M
93.4K $5.52M
AAPL
Apple Inc.

Technology
4.82K
+ 2.92%
$221.69 - $259.02 $1.07M - $1.25M
170K $42.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.07K
+ 8.14%
$370.24 - $418.94 $1.88M - $2.12M
67.3K $27M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
47.4K
+ 1344.09%
$73.49 - $86.09 $3.48M - $4.08M
50.9K $3.92M
NVDA
Nvidia Corp

Technology
7.74K
+ 9.36%
$117.0 - $148.88 $906K - $1.15M
90.4K $12.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.13K
+ 1.03%
$570.51 - $610.59 $643K - $688K
110K $64.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
39.2K
+ 21.6%
$34.49 - $39.24 $1.35M - $1.54M
220K $8.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.03K
+ 20.2%
$521.84 - $558.82 $1.58M - $1.69M
18K $9.71M
CGDV
Capital Group Divid Value ETF

ETFs
46.2K
+ 22.65%
$35.16 - $37.12 $1.62M - $1.71M
250K $8.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
724
+ 1.4%
$567.81 - $607.81 $411K - $440K
52.4K $30.7M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
35.7K
+ 200.47%
$24.82 - $25.48 $885K - $908K
53.4K $1.33M
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 2.4%
$79.1 - $95.7 $119K - $144K
64.1K $5.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
244
+ 0.96%
$481.22 - $538.17 $117K - $131K
25.6K $13.1M
GOOGL
Alphabet Inc.

Communication Services
120
+ 0.42%
$161.86 - $196.66 $19.4K - $23.6K
28.6K $5.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.92K
+ 4.39%
$61.68 - $67.87 $612K - $673K
236K $14.7M
VUG
Vanguard Growth ETF

ETFs
460
+ 3.35%
$378.79 - $428.11 $174K - $197K
14.2K $5.82M
VGT
Vanguard Information Technolog

ETFs
518
+ 12.11%
$571.78 - $647.97 $296K - $336K
4.8K $2.98M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.6K
+ 26.54%
$23.88 - $24.32 $467K - $476K
93.3K $2.23M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.7K
+ 18.83%
N/A
111K $2.65M
TFLO
Ishares Treasury Floating Rate

ETFs
8.41K
+ 17.53%
$50.37 - $50.63 $423K - $426K
56.4K $2.84M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
16.3K
+ 18.24%
$25.0 - $25.11 $406K - $408K
105K $2.64M
EMR
Emerson Electric CO

Industrials
422
+ 1.82%
$108.13 - $134.33 $45.6K - $56.7K
23.7K $2.93M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 9.83%
$198.04 - $221.51 $250K - $280K
14.1K $2.97M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.2K
+ 9.46%
$53.94 - $58.15 $280K - $302K
60.1K $3.39M
IWC
Russell Micro Cap ETF

ETFs
361
+ 0.79%
$120.3 - $138.84 $43.4K - $50.1K
46K $5.99M
GOOG
Alphabet Inc.

Communication Services
231
+ 1.79%
$163.08 - $198.16 $37.7K - $45.8K
13.1K $2.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.29K
+ 7.93%
$80.93 - $85.66 $509K - $539K
85.6K $6.93M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.68K
+ 7.98%
N/A
49.7K $4.27M
VKQ
Invesco Municipal Trust

Financial Services
35.2K
+ 50.43%
$9.54 - $10.29 $336K - $362K
105K $1.03M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
39.1K
+ 50.81%
$8.57 - $9.34 $335K - $365K
116K $1.02M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
28.8K
+ 45.0%
$11.39 - $12.41 $328K - $357K
92.8K $1.08M
MA
Mastercard Inc

Financial Services
300
+ 7.55%
$491.3 - $536.15 $147K - $161K
4.27K $2.25M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.55K
+ 22.66%
$44.87 - $46.86 $339K - $354K
40.9K $1.83M
BXSL
Blackstone Secured Lending Fund

Financial Services
5.76K
+ 19.83%
$29.25 - $33.27 $168K - $192K
34.8K $1.12M
PMX
Pimco Municipal Income Fund Iii

Financial Services
46.7K
+ 53.78%
$7.23 - $8.52 $338K - $398K
134K $983K
MRVL
Marvell Technology, Inc.

Technology
486
+ 8.91%
$70.31 - $124.78 $34.2K - $60.6K
5.94K $656K
IWM
Ishares Russell 2000 ETF

ETFs
1.08K
+ 1.71%
$216.13 - $242.4 $233K - $262K
64.3K $14.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
500
+ 46.73%
$275.15 - $388.2 $138K - $194K
1.57K $537K
HON
Honeywell International Inc

Industrials
272
+ 3.12%
$202.84 - $236.0 $55.2K - $64.2K
9K $2.03M
MUB
Ishares National Muni Bond ETF

ETFs
2.21K
+ 52.05%
$105.78 - $108.7 $233K - $240K
6.45K $686K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.7K
+ 11.69%
$96.64 - $101.23 $357K - $374K
35.3K $3.42M
COST
Costco Wholesale Corp

Consumer Defensive
196
+ 17.16%
$873.59 - $994.69 $171K - $195K
1.34K $1.23M
SHEL
Shell PLC

Energy
3.6K
+ 85.04%
$60.63 - $70.23 $218K - $253K
7.84K $491K
PGR
Progressive Corp

Financial Services
879
+ 104.02%
$239.6 - $268.88 $211K - $236K
1.72K $413K
AIQ
Global X Funds Global X Artifi

ETFs
4.41K
+ 33.15%
$36.57 - $40.57 $161K - $179K
17.7K $683K
META
Meta Platforms, Inc.

Communication Services
41
+ 0.43%
$554.08 - $632.68 $22.7K - $25.9K
9.49K $5.6M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
573
+ 1.86%
$119.61 - $136.3 $68.5K - $78.1K
31.3K $3.87M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
18.6K
+ 46.14%
$10.7 - $11.74 $199K - $218K
58.8K $635K
Activity Summary
Buys All Purchases 270 New Holdings 43 Increased Positions 227 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Smith, Moore & Co. Portfolio

Follow Smith, Moore & Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Moore & Co., based on Form 13F filings with the SEC.

News

Stay updated on Smith, Moore & Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email