Smith, Moore & Co. Incresed Positions in Q3 2025

Smith, Moore & Co.

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.1K
+ 13.79%
$24.14 - $24.34 $293K - $296K
100K $2.44M
GE
General Electric CO

Industrials
39
+ 0.59%
$244.75 - $305.63 $9.55K - $11.9K
6.63K $1.99M
XOM
Exxon Mobil Corp

Energy
345
+ 0.68%
$105.83 - $117.22 $36.5K - $40.4K
51K $5.75M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
618
+ 2.07%
$128.6 - $136.01 $79.5K - $84.1K
30.4K $4.12M
CVX
Chevron Corp

Energy
312
+ 1.65%
$145.57 - $161.83 $45.4K - $50.5K
19.2K $2.98M
PEP
Pepsico Inc

Consumer Defensive
912
+ 5.19%
$133.81 - $152.16 $122K - $139K
18.5K $2.6M
PAXS
Pimco Access Income Fund

Financial Services
8.51K
+ 7.2%
$14.97 - $16.42 $127K - $140K
127K $2.06M
ITW
Illinois Tool Works Inc

Industrials
154
+ 0.88%
$252.31 - $269.41 $38.9K - $41.5K
17.7K $4.61M
FDL
First Tr Morningstar Dividend

ETFs
4.42K
+ 9.69%
$41.96 - $44.59 $185K - $197K
50K $2.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
923
+ 0.73%
$23.82 - $25.84 $22K - $23.9K
127K $3.27M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.2K
+ 1.36%
$54.85 - $58.99 $65.9K - $70.9K
89.5K $5.11M
ETN
Eaton Corp PLC

Industrials
237
+ 2.85%
$342.99 - $392.76 $81.3K - $93.1K
8.56K $3.2M
BUG
Global X Fds Cybersecurity ETF

ETFs
6.85K
+ 119.77%
$32.23 - $37.41 $221K - $256K
12.6K $442K
IWD
Ishares Russell 1000 Val ETF

ETFs
148
+ 0.7%
$192.76 - $203.86 $28.5K - $30.2K
21.3K $4.33M
AES
Aes Corp

Utilities
4.58K
+ 7.48%
$10.77 - $13.94 $49.3K - $63.8K
65.8K $865K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
15.4K
+ 15.02%
$11.04 - $11.83 $170K - $182K
118K $1.37M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.59K
+ 3.87%
$20.76 - $21.78 $137K - $144K
177K $3.81M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
13.8K
+ 13.29%
$11.51 - $12.4 $159K - $171K
118K $1.44M
FISV
Fiserv Inc

Technology
1.57K
+ 23.21%
N/A
8.31K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
840
+ 2.07%
$211.65 - $238.24 $178K - $200K
41.4K $9.09M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.38K
+ 9.26%
$70.85 - $76.96 $168K - $183K
28K $2.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
175
+ 0.42%
$42.67 - $46.91 $7.47K - $8.21K
41.4K $1.94M
GNTX
Gentex Corp

Consumer Cyclical
1.88K
+ 9.97%
$22.66 - $29.06 $42.6K - $54.6K
20.7K $586K
BAR
Granite Shares Gold Trust

ETFs
31
+ 0.1%
$32.23 - $38.06 $999 - $1.18K
30.9K $1.18M
MRK
Merck & Co., Inc.

Healthcare
663
+ 2.89%
$77.6 - $87.37 $51.4K - $57.9K
23.6K $1.98M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.65K
+ 3.74%
$42.39 - $44.63 $70.1K - $73.8K
45.8K $2.04M
MDT
Medtronic PLC

Healthcare
639
+ 5.06%
$87.67 - $95.74 $56K - $61.2K
13.3K $1.26M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.69K
+ 59.42%
$77.5 - $86.87 $131K - $147K
4.55K $380K
RWR
Spdr Dow Jones Reit ETF

ETFs
452
+ 1.58%
$95.17 - $101.62 $43K - $45.9K
29K $2.91M
SKYY
First Trust Cloud Computing Et

ETFs
275
+ 3.07%
$118.24 - $138.53 $32.5K - $38.1K
9.22K $1.24M
XLU
Utilities Sector Spdr

ETFs
1.44K
+ 35.14%
$81.14 - $87.32 $117K - $126K
5.54K $482K
PFFA
Etfis Ser Tr I

ETFs
2.34K
+ 2.15%
$20.94 - $22.43 $49K - $52.5K
111K $2.42M
NSC
Norfolk Southern Corp

Industrials
41
+ 1.37%
$259.49 - $300.41 $10.6K - $12.3K
3.04K $914K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.09K
+ 26.99%
$23.13 - $23.54 $141K - $143K
28.7K $672K
DINO
Hf Sinclair Corp

Energy
403
+ 3.64%
$42.11 - $54.01 $17K - $21.8K
11.5K $600K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
833
+ 56.86%
$138.08 - $151.2 $115K - $126K
2.3K $347K
JHMM
John Hancock Multifactor Mid C

ETFs
1.28K
+ 7.7%
$61.22 - $65.26 $78.2K - $83.4K
17.9K $1.16M
SO
Southern CO

Utilities
874
+ 4.48%
$90.83 - $96.0 $79.4K - $83.9K
20.4K $1.93M
LLY
Eli Lilly & CO

Healthcare
311
+ 5.31%
$625.65 - $812.69 $195K - $253K
6.17K $4.7M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
2.83K
+ 16.62%
$31.86 - $34.58 $90.2K - $97.9K
19.9K $681K
VTV
Vanguard Value ETF

ETFs
119
+ 1.04%
$175.51 - $186.57 $20.9K - $22.2K
11.5K $2.15M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.78K
+ 7.73%
$35.42 - $38.65 $62.9K - $68.7K
24.8K $941K
VPU
Vanguard Utilities ETF

ETFs
567
+ 36.75%
$175.25 - $189.41 $99.4K - $107K
2.11K $399K
BALT
Innovator Etfs Tr
3.43K
+ 18.75%
$32.11 - $32.82 $110K - $113K
21.7K $712K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.48K
+ 9.47%
$26.84 - $28.32 $93.5K - $98.7K
40.3K $1.12M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10.4K
+ 14.85%
$9.87 - $10.65 $102K - $111K
80.3K $850K
IBMO
Ishares Tr Ibonds December 202

ETFs
4.85K
+ 35.03%
$25.58 - $25.72 $124K - $125K
18.7K $479K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5
+ 0.02%
$46.69 - $59.27 $233 - $296
21.7K $1.15M
DUK
Duke Energy Corp

Utilities
178
+ 1.01%
$116.31 - $125.93 $20.7K - $22.4K
17.9K $2.21M
Activity Summary
Buys All Purchases 302 New Holdings 37 Increased Positions 265 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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