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CIK: 0000200724
Total reported value
$1.5B
$1.5B
480 檔
14.2%
According to the latest 13F quarterly dataset, Smith, Moore & Co. managed an equity portfolio of $1.5B at the end of Q1 2025, spanning 480 distinct U.S. exchange-listed positions.
In Q1 2025, Smith, Moore & Co. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 480 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.65% | +0.26% | -1.35% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.84% | +0.15% | +2.87% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.55% | -0.14% | +1.34% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.17% | — | -9.19% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.99% | +0.02% | +0.20% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.73% | +0.08% | +0.39% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.34% | +0.04% | +4.13% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.02% | +0.12% | +1.82% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.57% | -0.05% | -1.19% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.51% | -0.03% | -5.11% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.42% | -0.10% | +35.11% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.38% | -0.08% | -1.18% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.33% | +0.02% | +4.48% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | -0.02% | +2.56% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.24% | -0.07% | -9.45% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.18% | +0.07% | -0.21% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.24% | -0.68% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 0.96% | +0.13% | +16.34% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.01% | +3.84% | |
| 20 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.92% | +0.10% | +5.65% | |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.88% | — | +4.10% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.09% | -9.08% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | -1.45% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.78% | -0.03% | +1.76% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | -0.01% | +2.68% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-Other | 0.76% | +0.06% | +8.78% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.03% | +0.82% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | — | +14.15% | |
| 29 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.58% | -0.04% | +0.29% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.57% | -0.01% | -9.17% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.01% | -2.07% | |
| 32 | CGUS | Cap Group Core Equity | ETF-Other | 0.55% | -0.04% | -7.85% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.01% | +0.29% | |
| 34 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.53% | -0.01% | +10.36% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.53% | -0.05% | +0.31% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.53% | -0.06% | +7.72% | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | -0.03% | +3.50% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-Other | 0.52% | +0.11% | +2.45% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.05% | -0.09% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | -5.24% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.08% | -14.10% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.58% | EXIT | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.02% | +0.35% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.03% | -0.70% | |
| 45 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.48% | +0.06% | +2.38% | |
| 46 | IHDG | Wisdomtree International Hed | ETF-Other | 0.48% | — | +13.63% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.46% | — | -24.30% | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.46% | -0.25% | +1.01% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | +0.01% | -2.21% | |
| 50 | CGGO | Cap Group Global Growth | ETF-Other | 0.43% | +0.08% | +3.74% |
According to official SEC Form 13F filings, Smith, Moore & Co. reported a total U.S. public equity portfolio value of $1.5B across 480 disclosed positions in Q1 2025.
During Q1 2025, Smith, Moore & Co.'s top holdings by market value included IVV (5.7%)、VTI (4.8%)、IVE (3.5%). The largest single position, IVV, represented 5.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, IVE) accounted for 14.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $61.0M
In Q1 2025, Smith, Moore & Co. made 200 total portfolio adjustments, initiating 200 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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