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CIK: 0000200724
Total reported value
$1.5B
$1.5B
481 檔
15.1%
As reported in its official Q4 2024 Form 13F filing, Smith, Moore & Co.'s tracked investment portfolio stood at $1.5B with 481 total positions.
During Q4 2024, Smith, Moore & Co.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, AAPL) accounted for 15.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 481 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.92% | +0.26% | +1.03% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.90% | +0.15% | -0.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.89% | — | +2.92% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.47% | -0.14% | -3.03% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.14% | +0.02% | -0.40% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.81% | +0.08% | +1.40% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.47% | +0.04% | +8.14% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.16% | +0.12% | +1.61% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.61% | -0.03% | -8.35% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.59% | -0.05% | -3.64% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.35% | -0.08% | +1.43% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.34% | +0.02% | +4.39% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.33% | -0.07% | +10.82% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.30% | +0.07% | +1.71% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | +0.24% | +0.96% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | -0.02% | +0.64% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.01% | +9.36% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.09% | +1.30% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.04% | -0.10% | +1028.09% | |
| 20 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.94% | +0.10% | — | |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.90% | — | +3.77% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.03% | +20.20% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.03% | -4.18% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 0.81% | +0.13% | +22.65% | |
| 25 | CGGR | Cap Group Growth Equity | ETF-Other | 0.75% | +0.06% | +21.60% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.73% | -0.03% | +1.10% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.01% | +1.40% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.67% | — | -32.88% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.63% | -0.01% | +7.93% | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 0.62% | -0.04% | -0.57% | |
| 31 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.57% | -0.04% | +2.10% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.56% | — | +198.28% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.55% | +0.06% | +0.79% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | +0.03% | +3.35% | |
| 35 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.53% | -0.01% | -1.84% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.08% | -9.46% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.09% | +2.40% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.05% | +1.05% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | +0.01% | +1.86% | |
| 40 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.52% | -0.01% | +1573.07% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.05% | +0.43% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-Other | 0.50% | +0.11% | +429.07% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.50% | -0.03% | +2.52% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.07% | +0.42% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.01% | +0.29% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.02% | -0.54% | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.45% | -0.06% | +4.56% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.01% | -8.95% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.58% | EXIT | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.42% | -0.01% | +7.98% |
According to official SEC Form 13F filings, Smith, Moore & Co. reported a total U.S. public equity portfolio value of $1.5B across 481 disclosed positions in Q4 2024.
During Q4 2024, Smith, Moore & Co.'s top holdings by market value included IVV (5.9%)、VTI (4.9%)、AAPL (3.9%). The largest single position, IVV, represented 5.9% of total portfolio value.
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In Q4 2024, Smith, Moore & Co. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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