SM

SMITH, MOORE & CO.

13F
SMITH, MOORE & CO.
Last update 2025-05-15 480 Stocks (34 new)
Value $1.08 Bil Turnover 4 %
Countries:
Top Holdings: IVV(5.65%)VTI(4.84%)IVE(3.55%)AAPL(3.17%)MDY(2.99%)
Summary Stock Picks Current Portfolio
SMITH, MOORE & CO. Top Holdings of 2025-03-31 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
108,572
61,006.6
-1.35%
5.650
-0.08%
0.010
+16.68%
+7.37%
623,772.3
 
VTI
Vanguard Total Stock Market ETF
190,178
52,268.7
+2.87%
4.840
+0.14%
0.010
+17.05%
+6.98%
450,247.8
 
IVE
iShares S&P 500 Value ETF
201,394
38,381.8
+1.34%
3.550
+0.05%
0.100
+8.84%
+4.93%
39,744.8
 
AAPL
Apple Inc
154,268
34,267.4
-9.19%
3.170
-0.36%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
MDY
S&P MidCap 400 ETF
60,492
32,271.2
+0.20%
2.990
+0.01%
0.150
+14.91%
+2.84%
23,481.5
 
SPY
SPDR S&P 500 ETF Trust
52,639
29,445.5
+0.39%
2.730
+0.01%
0.010
+16.86%
+7.34%
643,153.0
 
IWF
iShares Russell 1000 Growth ETF
70,096
25,310.8
+4.13%
2.340
+0.09%
0.030
+23.74%
+6.86%
112,698.5
 
IJR
iShares Core S&P Small-Cap ETF
209,058
21,861.1
+1.82%
2.020
+0.04%
0.030
+14.76%
-1.20%
81,565.8
 
VIG
Vanguard Dividend Appreciation FTF
87,632
16,999.8
-1.19%
1.570
-0.02%
0.020
+11.15%
+7.09%
87,948.4
 
COWZ
Pacer US Cash Cows 100 ETF
296,824
16,254.1
-5.11%
1.510
-0.08%
0.070
+9.55%
+0.99%
21,239.1
 

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 ETF
2025-03-31
Add
Add
+0.37%
●
50.48 ($50.78) 51.04
$50.56
-0.43%
Add 35.11%
302,406
78,582
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.36%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -9.19%
154,268
-15,611
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.27%
●
24.91 ($27.39) 29.02
$29.42
7.41%
Add 202.67%
178,419
119,471
INCM
Franklin Income Focus ETF
2025-03-31
New Buy
New Buy
+0.24%
●
25.97 ($26.67) 27.1
$27.30
2.36%
New holding
95,693
95,693
CTA
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
2025-03-31
New Buy
New Buy
+0.18%
●
27.81 ($29.06) 30.21
$27.08
-6.81%
New holding
65,086
65,086
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.16%
●
84.96 ($93.96) 100.71
$95.01
1.12%
Reduce -24.3%
57,429
-18,434
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.14%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Add 2.87%
190,178
5,310
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.13%
●
34.95 ($36.32) 37.36
$40.18
10.63%
Add 16.34%
290,800
40,847
JPIE
JPMorgan Income ETF
2025-03-31
Reduce
Reduce
-0.13%
●
45.46 ($45.88) 46.18
$46.06
0.40%
Reduce -9.45%
289,927
-30,249
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.12%
●
100.34 ($100.51) 100.68
$100.42
-0.09%
Reduce -31.23%
27,632
-12,547

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 2025-03-31

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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