Smith, Moore & Co. Incresed Positions in Q4 2025

Smith, Moore & Co.

  • $1.16 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.63K
+ 7.09%
N/A
130K $3.09M
TJX
Tjx Companies Inc

Consumer Cyclical
1.26K
+ 73.34%
$138.56 - $147.63 $174K - $186K
2.97K $434K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.5K
+ 13.36%
$25.38 - $25.57 $190K - $192K
63.7K $1.62M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.85K
+ 25.02%
$44.68 - $47.47 $172K - $183K
19.2K $902K
MMM
3 M CO

Industrials
370
+ 3.53%
$148.75 - $171.6 $55K - $63.5K
10.8K $1.79M
PSLV
Sprott Physical Silver Trust

Financial Services
2.62K
+ 2.27%
$15.32 - $18.07 $40.1K - $47.3K
118K $1.98M
IYH
Ishares Tr

ETFs
1.12K
+ 7.31%
$59.84 - $64.29 $67K - $72K
16.4K $1.05M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.93K
+ 31.83%
$77.73 - $78.84 $150K - $152K
8K $623K
CGGO
Capital Group Global Growth Eq

ETFs
4.17K
+ 2.53%
$33.63 - $35.51 $140K - $148K
169K $5.77M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.39K
+ 8.53%
$74.62 - $78.21 $178K - $187K
30.4K $2.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.95K
+ 7.0%
$94.02 - $97.61 $183K - $190K
29.8K $2.82M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
902
+ 12.75%
$137.47 - $143.13 $124K - $129K
7.97K $1.12M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
174
+ 5.28%
$325.34 - $368.61 $56.6K - $64.1K
3.47K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
869
+ 4.77%
$92.24 - $96.56 $80.2K - $83.9K
19.1K $1.82M
EEM
Ishares Msci Emerging Markets

ETFs
949
+ 2.58%
$51.94 - $56.01 $49.3K - $53.2K
37.7K $2.07M
IWB
Ishares Tr Russell 1000 ETF

ETFs
234
+ 3.04%
$358.39 - $376.54 $83.9K - $88.1K
7.92K $2.92M
DGRO
Ishares Core Dividend Growth E

ETFs
1.06K
+ 1.16%
$66.93 - $69.17 $71K - $73.4K
92.7K $6.34M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
5.49K
+ 4.67%
$12.23 - $12.72 $67.1K - $69.8K
123K $1.55M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
994
+ 3.27%
$132.67 - $138.39 $132K - $138K
31.4K $4.22M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.15K
+ 5.81%
$46.2 - $46.85 $99.3K - $101K
39.2K $1.81M
SCHG
Schwab Strategic Tr Us Large C

ETFs
514
+ 0.22%
$31.41 - $33.69 $16.1K - $17.3K
231K $7.45M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.84K
+ 13.38%
$23.35 - $23.55 $89.5K - $90.3K
32.5K $759K
IWC
Russell Micro Cap ETF

ETFs
780
+ 1.66%
$147.86 - $159.95 $115K - $125K
47.6K $7.07M
LVHI
Franklin International Low Vol

ETFs
2K
+ 31.65%
$34.73 - $36.81 $69.4K - $73.5K
8.31K $304K
VRT
Vertiv Holdings CO

Industrials
945
+ 32.46%
N/A
3.86K $334K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
2K
+ 28.88%
$28.79 - $33.49 $57.6K - $67K
8.93K $296K
VB
Vanguard Small Cap ETF

ETFs
497
+ 4.62%
$248.1 - $260.08 $123K - $129K
11.2K $2.81M
IWD
Ishares Russell 1000 Val ETF

ETFs
249
+ 1.17%
$199.44 - $208.01 $49.7K - $51.8K
21.5K $4.4M
EVRG
Evergy, Inc.

Utilities
940
+ 10.68%
$75.56 - $78.73 $71K - $74K
9.74K $744K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.4K
+ 9.57%
$66.04 - $69.67 $92.7K - $97.7K
16.1K $1.08M
IAUM
I Shares Gold Trust Micro

ETFs
782
+ 4.22%
$38.43 - $43.66 $30.1K - $34.1K
19.3K $786K
SLB
Schlumberger Limited

Energy
551
+ 2.64%
$31.72 - $37.61 $17.5K - $20.7K
21.4K $791K
IDU
Ishares Tr U S Utils ETF

ETFs
646
+ 22.51%
$111.15 - $116.84 $71.8K - $75.5K
3.52K $392K
TDIV
First Trust Nasdaq Technology

ETFs
832
+ 25.37%
$96.0 - $102.5 $79.9K - $85.3K
4.11K $394K
NUE
Nucor Corp

Basic Materials
300
+ 16.06%
$131.78 - $154.43 $39.5K - $46.3K
2.17K $320K
VLO
Valero Energy Corp

Energy
24
+ 0.43%
$156.39 - $181.76 $3.75K - $4.36K
5.56K $1.01M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.48K
+ 16.04%
$38.94 - $40.08 $57.4K - $59.1K
10.7K $426K
GIS
General Mills Inc

Consumer Defensive
1.92K
+ 21.9%
$45.98 - $50.93 $88.5K - $98K
10.7K $507K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
3.95K
+ 16.26%
$16.58 - $16.94 $65.5K - $66.9K
28.2K $469K
XLG
Invesco Exchange Traded Fd Tr

ETFs
850
+ 10.1%
$56.5 - $60.52 $48K - $51.4K
9.27K $543K
FDVV
Fidelity High Dividend ETF

ETFs
860
+ 15.37%
$54.66 - $56.68 $47K - $48.7K
6.46K $361K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.98K
+ 1.9%
$114.27 - $121.15 $455K - $482K
214K $25M
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
1.02K
+ 15.43%
$43.47 - $46.49 $44.2K - $47.3K
7.61K $338K
MDU
Mdu Resources Group Inc

Industrials
535
+ 4.34%
$17.58 - $21.33 $9.41K - $11.4K
12.9K $264K
XLP
Consumer Staples Sector Spdr

ETFs
577
+ 12.76%
N/A
5.1K $387K
FIW
First Trust Water ETF

ETFs
500
+ 6.8%
$110.5 - $115.7 $55.3K - $57.9K
7.85K $867K
QCOM
Qualcomm Inc

Technology
231
+ 3.96%
$153.59 - $187.68 $35.5K - $43.4K
6.06K $1.01M
MGK
Vanguard Mega Cap Growth ETF

ETFs
76
+ 4.66%
$394.96 - $425.89 $30K - $32.4K
1.71K $697K
VPU
Vanguard Utilities ETF

ETFs
171
+ 8.1%
$190.8 - $202.04 $32.6K - $34.5K
2.28K $438K
Activity Summary
Buys All Purchases 240 New Holdings 38 Increased Positions 202 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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