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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.

Institution overview
Positions
392
No 13F data for Q4 2020
Portfolio value
$618.0M
No 13F data for Q4 2020
Filed
May 14, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Smith, Moore & Co. in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF183,577$37.9M6.1%–––
MDYSPDR S&P Midcap 400 ETF TrustETF56,074$26.7M4.3%––History
iShares Core S&P 500 ETF464287200ETF60,022$23.9M3.9%–––
iShares Core S&P Small Cap ETF464287804ETF194,894$21.2M3.4%–––
iShares S&P 500 Value ETF464287408ETF138,465$19.6M3.2%–––
AAPLApple Inc.Stock155,605$19.0M3.1%––History
iShares MSCI USA Min Vol Factor ETF46429B697ETF229,634$15.9M2.6%–––
SPYSPDR S&P 500 ETF TrustETF37,869$15.0M2.4%––History
iShares Core S&P Mid-Cap ETF464287507ETF50,072$13.0M2.1%–––
Vanguard Ftse Developed Markets ETF921943858ETF244,406$12.0M1.9%–––
iShares Russell 2000 ETF464287655ETF46,699$10.3M1.7%–––
Vanguard S&P 500 ETF922908363ETF26,656$9.71M1.6%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT66,722$9.45M1.5%–––
ProShares Tr74348A467S&P 500 DV ARIST98,246$8.47M1.4%–––
Vanguard Ftse Emerging Markets ETF922042858ETF157,178$8.18M1.3%–––
Vanguard Morningstar Mid-Cap ETF922908629ETF34,107$7.55M1.2%–––
iShares Tr464288869MICRO-CAP ETF44,207$6.50M1.1%–––
Vanguard Dividend Appreciation ETF921908844ETF40,581$5.97M1.0%–––
Vanguard Whitehall FDS921946810INTL DVD ETF55,700$4.61M0.7%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF69,718$4.49M0.7%–––
WisdomTree Tr97717W778INTL MIDCAP DV64,306$4.32M0.7%–––
WisdomTree Tr97717W760INTL SMCAP DIV58,965$4.26M0.7%–––
ABBVAbbVie Inc.Stock38,106$4.12M0.7%––History
WisdomTree Tr97717W281EMG MKTS SMCAP80,125$4.11M0.7%–––
DISWalt Disney CoStock22,024$4.06M0.7%––History
JNJJohnson & JohnsonStock24,195$3.98M0.6%––History
ITWIllinois Tool Works IncStock17,290$3.83M0.6%––History
AMZNAmazon Com IncStock1,218$3.77M0.6%––History
TAT&T Inc.Stock123,490$3.74M0.6%––History
VanEck ETF Trust92189F106GOLD MINERS ETF113,254$3.68M0.6%–––
Pacer Trendpilot US Bond ETF69374H642ETF133,141$3.63M0.6%–––
PGProcter & Gamble CoStock26,281$3.56M0.6%––History
ABTAbbott LaboratoriesStock28,736$3.44M0.6%––History
Invesco QQQ Trust Series I46090E103ETF10,374$3.31M0.5%–––
Senior Connect Acquisitn Cor81723H108COM CL A325,562$3.16M0.5%–––
iShares Russell 1000 Value ETF464287598ETF20,673$3.13M0.5%–––
TSLATesla, Inc.Stock4,636$3.10M0.5%––History
SPDR Series Trust78464A607ST STR DOW REIT31,735$3.00M0.5%–––
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF40,857$2.98M0.5%–––
VanEck ETF Trust92189F791JUNIOR GOLD MINE64,320$2.90M0.5%–––
WMTWalmart Inc.Stock20,918$2.84M0.5%––History
JPMJPMorgan Chase & CoStock18,210$2.77M0.4%––History
HDHome Depot, Inc.Stock9,016$2.75M0.4%––History
iShares Tr464287234MSCI EMG MKT ETF50,394$2.69M0.4%–––
ProShares Tr74347B680S&P MDCP 400 DIV37,847$2.64M0.4%–––
iShares Tr464287630RUS 2000 VAL ETF16,489$2.63M0.4%–––
iShares Core MSCI Eafe ETF46432F842ETF35,859$2.59M0.4%–––
METAMeta Platforms, Inc.Stock8,659$2.55M0.4%––History
Schwab U.S. REIT ETF808524847ETF61,085$2.51M0.4%–––
GLDSPDR Gold TrustETF15,325$2.45M0.4%––History
IAUiShares Gold TrustISHARES148,858$2.42M0.4%––History
State Street SPDR S&P Bank ETF78464A797ETF45,939$2.38M0.4%–––
iShares Tr46435G326CORE MSCI INTL36,823$2.38M0.4%–––
CVSCVS Health CorpStock31,365$2.36M0.4%––History
UNPUnion Pacific CorpStock10,653$2.35M0.4%––History
iShares MSCI Eafe ETF464287465ETF30,663$2.33M0.4%–––
VZVerizon Communications IncStock39,770$2.31M0.4%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF20,196$2.30M0.4%–––
EMREmerson Electric CoStock24,902$2.25M0.4%––History
iShares Tr46432F388MSCI USA VALUE21,340$2.19M0.4%–––
SLViShares Silver TrustETF96,186$2.18M0.4%––History
XOMExxonMobil Holdings CorpCOM38,014$2.12M0.3%––History
PEPPepsiCo IncStock14,984$2.12M0.3%––History
GOOGLAlphabet Inc.Stock1,016$2.10M0.3%––History
BMYBristol Myers Squibb CoStock32,451$2.05M0.3%––History
BSTZBlackRock Science & Technology Term TrustSHS BEN INT56,544$2.02M0.3%––History
PFEPfizer IncStock53,617$1.94M0.3%––History
Schwab U.S. Broad Market ETF808524102ETF19,934$1.93M0.3%–––
KOCoca Cola CoStock36,256$1.91M0.3%––History
Roman DBDR Tech Acquisition77584N101COM CL A187,065$1.86M0.3%–––
ProShares Tr74347B698RUSS 2000 DIVD28,047$1.83M0.3%–––
State Street Energy Select Sector SPDR ETF81369Y506ETF36,164$1.77M0.3%–––
BRK.BBerkshire Hathaway IncStock6,695$1.71M0.3%––History
DUKDuke Energy CORPStock17,593$1.70M0.3%––History
MMM3M CoStock8,664$1.67M0.3%––History
Vanguard Morningstar Small-Cap ETF922908751ETF7,561$1.62M0.3%–––
VVisa Inc.Stock7,642$1.62M0.3%––History
KMBKimberly Clark CorpStock11,262$1.57M0.3%––History
MAMastercard IncStock4,394$1.56M0.3%––History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF16,932$1.55M0.3%–––
HONHoneywell International IncCOM7,114$1.54M0.2%––History
BABoeing CoStock5,962$1.52M0.2%––History
NEENextera Energy IncStock19,893$1.50M0.2%––History
CVXChevron CorpStock14,218$1.49M0.2%––History
Merida Merger Corp I58953M106COM148,312$1.47M0.2%–––
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF32,169$1.44M0.2%–––
Innovator ETFs Trust45782C433US EQTY BUFR FEB48,890$1.42M0.2%–––
AMGNAmgen IncStock5,681$1.41M0.2%––History
ELVElevance Health, Inc.Stock3,925$1.41M0.2%––History
CATCaterpillar IncStock5,915$1.37M0.2%––History
Locust Walk Acquisition Corp54015L301UNIT 12/31/2025133,490$1.34M0.2%–––
Innovator ETFs Trust45782C409US EQTY BUFR JAN38,757$1.32M0.2%–––
iShares Russell 1000 Growth ETF464287614ETF5,322$1.29M0.2%–––
FDXFedEx CorpStock4,515$1.28M0.2%––History
iShares Tr464287622RUS 1000 ETF5,671$1.27M0.2%–––
ALLAllstate CorpStock11,011$1.26M0.2%––History
GNRSGreenrose Holding Co Inc.COM126,660$1.26M0.2%––History
NEMNEWMONT CorpStock20,799$1.25M0.2%––History
iShares Tr464287549EXPND TEC SC ETF3,445$1.24M0.2%–––
GISGeneral Mills IncStock20,133$1.24M0.2%––History