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CIK: 0000200724
Total reported value
$1.5B
$1.5B
512 檔
14.9%
The Q2 2025 SEC filing reveals that Smith, Moore & Co. held a total portfolio value of $1.5B, covering 512 public equity positions.
During Q2 2025, 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, IVE) accounted for 14.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 512 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.62% | +0.26% | -0.62% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.75% | +0.15% | -2.02% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.25% | -0.14% | -1.63% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.87% | +0.02% | -0.32% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.77% | +0.08% | +1.46% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.63% | — | -1.14% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.60% | +0.04% | +4.21% | |
| 8 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 2.07% | -0.32% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.91% | +0.12% | -0.65% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.48% | -0.05% | -1.54% | |
| 11 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.39% | +0.10% | +33.80% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.33% | -0.10% | +3.17% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | -0.02% | -1.42% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.27% | -0.08% | +2.79% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.26% | +0.02% | -2.09% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.25% | +0.24% | +6.44% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.01% | -5.89% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.16% | +0.07% | -0.44% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.09% | +8.89% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.10% | -0.07% | -1.99% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 0.95% | +0.13% | -1.12% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-Other | 0.91% | +0.11% | +80.85% | |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.88% | — | +2.97% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | +0.79% | |
| 25 | CGGR | Cap Group Growth Equity | ETF-Other | 0.81% | +0.06% | -0.44% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | — | +33.04% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.03% | +0.03% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | -0.01% | -3.18% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.67% | -0.03% | -13.06% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.05% | -0.78% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.03% | -58.13% | |
| 32 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.57% | — | +1387.81% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.01% | -0.68% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.54% | -0.04% | +1.82% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | -0.07% | +24.08% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.53% | -0.06% | -2.37% | |
| 37 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.50% | +0.06% | -1.13% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.02% | +19.19% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | -0.05% | -2.88% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.03% | -6.50% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | -0.03% | -2.44% | |
| 42 | CGUS | Cap Group Core Equity | ETF-Other | 0.48% | -0.04% | -13.98% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.09% | -4.62% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.47% | -0.25% | +0.09% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.58% | EXIT | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.01% | -3.21% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | +5.16% | |
| 48 | CGGO | Cap Group Global Growth | ETF-Other | 0.44% | +0.08% | -0.22% | |
| 49 | CGBL | Cap Group Core Balanced | ETF-Other | 0.43% | +0.02% | +23.59% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.42% | -0.01% | +7.04% |
According to official SEC Form 13F filings, Smith, Moore & Co. reported a total U.S. public equity portfolio value of $1.5B across 512 disclosed positions in Q2 2025.
During Q2 2025, Smith, Moore & Co.'s top holdings by market value included IVV (5.6%)、VTI (4.8%)、IVE (3.3%). The largest single position, IVV, represented 5.6% of total portfolio value.
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In Q2 2025, 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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