SM

SMITH, MOORE & CO.

13F
SMITH, MOORE & CO.
Last update 2025-02-13 481 Stocks (41 new)
Value $1.09 Bil Turnover 8 %
Countries:
Top Holdings: IVV(5.92%)VTI(4.90%)AAPL(3.89%)IVE(3.47%)MDY(3.14%)
Summary Stock Picks Current Portfolio
SMITH, MOORE & CO. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
110,060
64,790.3
+1.03%
5.920
+0.06%
0.010
-5.55%
-2.98%
574,809.5
 
VTI 		Vanguard Total Stock Market ETF
184,868
53,576.7
-0.51%
4.900
-0.03%
0.010
-6.30%
-3.46%
481,721.4
 
AAPL 		Apple Inc
169,879
42,541.2
+2.92%
3.890
+0.11%
0.000
-12.89%
-17.91%
3,067,071.9
Hardware
IVE 		iShares S&P 500 Value ETF
198,729
37,933.5
-3.03%
3.470
-0.12%
0.110
-4.90%
-2.26%
36,979.4
 
MDY 		S&P MidCap 400 ETF
60,370
34,385.7
-0.40%
3.140
-0.01%
0.140
-9.04%
-5.67%
22,010.7
 
SPY 		SPDR S&P 500 ETF Trust
52,437
30,732.1
+1.40%
2.810
+0.04%
0.010
-5.54%
-3.01%
588,853.5
 
IWF 		iShares Russell 1000 Growth ETF
67,317
27,033.1
+8.14%
2.470
+0.19%
0.030
-7.81%
-6.04%
100,470.6
 
IJR 		iShares Core S&P Small-Cap ETF
205,321
23,657.0
+1.61%
2.160
+0.03%
0.030
-12.75%
-10.31%
76,075.3
 
COWZ 		Pacer US Cash Cows 100 ETF
312,801
17,667.0
-8.35%
1.610
-0.16%
0.070
-9.07%
-6.54%
21,390.7
 
VIG 		Vanguard Dividend Appreciation FTF
88,685
17,367.1
-3.64%
1.590
-0.06%
0.020
-4.09%
-0.96%
92,185.6
 

SMITH, MOORE & CO.'s Historical Top Holdings Breakdowns

SMITH, MOORE & CO.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JAAA 		Janus Henderson AAA CLO ETF2024-12-31Add
+0.95%
●
50.62 ($50.79) 50.97
$50.43
-0.71%
Add 1028.09%
223,824
203,983
GRNY 		Fundstrat Granny Shots US Large Cap ETF2024-12-31New Buy
+0.94%
●
19.96 ($20.56) 21.11
$19.68
-4.28%
New holding
516,631
516,631
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-12-31Reduce
-0.75%
●
100.16 ($100.45) 100.7
$100.40
-0.05%
Reduce -66.2%
40,179
-78,682
JGRO 		JPMorgan Active Growth ETF2024-12-31Add
+0.49%
●
76.05 ($80.44) 84.74
$77.04
-4.23%
Add 1573.07%
70,152
65,959
CGGO 		Capital Group Global Growth Equity ETF2024-12-31New Buy
+0.42%
●
29.22 ($29.99) 30.67
$29.37
-2.07%
New holding
157,108
157,108
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF2024-12-31Add
+0.41%
●
58.65 ($61.05) 64.37
$58.37
-4.39%
Add 429.07%
93,376
75,727
AVUV 		Avantis U.S. Small Cap Value ETF2024-12-31Reduce
-0.34%
●
94.42 ($99.42) 106.41
$85.52
-13.98%
Reduce -32.88%
75,863
-37,159
AIRR 		First Trust RBA American Industrial Renaissance ET2024-12-31Add
+0.34%
●
73.53 ($79.84) 86.09
$73.05
-8.50%
Add 1344.09%
50,933
47,406
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2024-12-31New Buy
+0.25%
●
25.84 ($26.15) 26.53
$25.97
-0.69%
New holding
107,256
107,256
IBDP 		iShares iBonds Dec 2024 Term Corporate ETF2024-12-31Sold Out
-0.20%
●
25.1 ($25.15) 25.21
$25.15
0%
Sold Out
0
-82,074

SMITH, MOORE & CO. Total Holding History ($B)

To

SMITH, MOORE & CO.'s Asset Allocation

To

SMITH, MOORE & CO. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SMITH, MOORE & CO.'s Hypothetical Growth since 2024-12-31

SMITH, MOORE & CO.'s Yearly Returns

Year Portfolio % % Excess Gain %

SMITH, MOORE & CO.'s Holdings Heat Map

Size field:

SMITH, MOORE & CO.'s Holdings Bubble Chart

SMITH, MOORE & CO. News

  • 1

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