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CIK: 0000200724
Total reported value
$1.5B
$1.5B
523 檔
16.3%
As reported in its official Q3 2025 Form 13F filing, Smith, Moore & Co.'s tracked investment portfolio stood at $1.5B with 523 total positions.
In Q3 2025, Smith, Moore & Co. displayed an active expansion posture, initiating 37 new positions and adding to 83 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTI, IVE) accounted for 16.3% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 523 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.54% | +0.26% | +0.17% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.70% | +0.15% | +0.36% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.13% | -0.14% | -0.17% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.98% | — | +0.31% | |
| 5 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 2.82% | -0.32% | +49.08% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.75% | +0.08% | +1.09% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.75% | +0.02% | -0.02% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.66% | +0.04% | +1.38% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.91% | +0.12% | +0.99% | |
| 10 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.44% | +0.10% | +2.86% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.42% | -0.05% | -0.28% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.01% | +2.63% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | +0.24% | +3.41% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | -0.02% | +1.26% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | +0.02% | +1.98% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.18% | +0.07% | -0.65% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.17% | -0.08% | -1.27% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.13% | -0.83% | +371.00% | |
| 19 | CGDV | Cap Group Dividend Value | ETF-Other | 1.10% | +0.13% | +18.66% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.09% | +0.83% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.04% | -0.07% | +3.29% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-Other | 0.92% | +0.11% | +3.12% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 0.89% | +0.06% | +10.76% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.87% | — | +1.01% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | +1.31% | |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.74% | -0.10% | -38.68% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.74% | -0.01% | +0.41% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.03% | +2.07% | |
| 29 | CGBL | Cap Group Core Balanced | ETF-Other | 0.65% | +0.02% | +60.27% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.65% | -0.25% | +3.36% | |
| 31 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.60% | — | +10.65% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | — | -17.54% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | -0.07% | +4.04% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.07% | +3.61% | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.55% | -0.03% | -9.28% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.01% | -0.14% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.05% | +1.51% | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.54% | +0.06% | +0.70% | |
| 39 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.53% | -0.06% | -1.27% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | +1.50% | |
| 41 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.51% | -0.21% | +0.29% | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.51% | -0.04% | -1.77% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.03% | +1.17% | |
| 44 | AIRR | First Trust Rba American Ind | ETF-Other | 0.48% | +0.07% | +9.81% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | -0.03% | +2.42% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | -0.05% | -0.20% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.09% | -0.38% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | — | +2.76% | |
| 49 | CGUS | Cap Group Core Equity | ETF-Other | 0.45% | -0.04% | -3.08% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.02% | +3.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +0.9% | +371.00% | Add |
| 2 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.6% | +10.65% | Add |
| 3 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.5% | +2.86% | Add |
| 4 | RDVY | First Trust Rising Dividend | +0.4% | +3.12% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +2.63% | Trim |
| 6 | IWF | Ishares Russell 1000 Growth | +0.3% | +1.38% | Add |
| 7 | CGBL | Cap Group Core Balanced | +0.3% | +60.27% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +0.83% | Add |
| 9 | GDX | Vaneck Gold Miners ETF | +0.2% | +3.36% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.41% | Add |
| 11 | SCHG | Schwab US Large-cap Growth | +0.2% | +4.04% | Add |
| 12 | GDXJ | Vaneck Junior Gold Miners | +0.2% | +0.29% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.1% | +18.66% | Add |
| 14 | AIRR | First Trust Rba American Ind | +0.1% | +9.81% | Add |
| 15 | CGGR | Cap Group Growth Equity | +0.1% | +10.76% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.61% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | -4.62% | Trim |
| 18 | AIQ | Global X Art Intel & Tech | +0.1% | +70.32% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +10.27% | Add |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +10.48% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -3.34% | Add |
| 22 | IWC | Ishares Micro-cap ETF | +0.1% | +0.70% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +2.76% | Add |
| 24 | INCM | Franklin Income Focus ETF | +0.1% | +0.17% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | +5.88% | Add |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | +2.38% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -0.65% | Trim |
| 28 | ETN | Eaton Corporation plc | +0.1% | +2.85% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | -4.85% | Trim |
| 30 | GE | General Electric | 0% | +0.59% | Add |
| 31 | GLW | Corning Inc | 0% | — | Add |
| 32 | META | Meta Platforms Inc-class A | 0% | +1.51% | Add |
| 33 | SLV | Ishares Silver Trust | 0% | +1.28% | Add |
| 34 | IGM | Ishares Expanded Tech Sector | 0% | +0.01% | Add |
| 35 | AEM | Agnico Eagle Mines LTD | 0% | -1.81% | Trim |
| 36 | IBM | Intl Business Machines CORP | 0% | -0.47% | Add |
| 37 | PSLV | Sprott Physical Silver Trust | 0% | +6.83% | Add |
| 38 | NEM | Newmont CORP | 0% | +0.01% | Trim |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | +10.10% | Add |
| 40 | RTX | Rtx CORP | 0% | +15.09% | Add |
| 41 | PMO | Putnam Municipal Oppor | 0% | +60.64% | Add |
| 42 | SHLD | Global X Defense Tech ETF | 0% | +29.78% | Add |
| 43 | MFSI | Mfs Active International | 0% | -1.70% | Add |
| 44 | AMD | Advanced Micro Devices | 0% | +1.15% | Add |
| 45 | GOSS | Gossamer Bio Inc | 0% | -6.67% | Trim |
| 46 | DINO | Hf Sinclair CORP | 0% | +3.64% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.09% | Add |
| 48 | GLD | Spdr Gold Shares | 0% | +0.64% | Add |
| 49 | SCHB | Schwab US Broad Market ETF | 0% | +0.73% | Add |
| 50 | EMR | Emerson Electric Co | 0% | -0.52% | Add |
According to official SEC Form 13F filings, Smith, Moore & Co. reported a total U.S. public equity portfolio value of $1.5B across 523 disclosed positions in Q3 2025.
During Q3 2025, Smith, Moore & Co.'s top holdings by market value included IVV (5.5%)、VTI (4.7%)、IVE (3.1%). The largest single position, IVV, represented 5.5% of total portfolio value.
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Top New Position Initiated
XONE
市值: $36.8M
Top Position Liquidated / Trimmed
IHDG
前期市值: $5.1M
In Q3 2025, Smith, Moore & Co. made 198 total portfolio adjustments, initiating 37 new buys, adding to 83 positions, trimming 57 holdings, and fully liquidating 21 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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