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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 8, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
423
+7 vs. Q3 2021
Portfolio value
$720.0M
+$64.6M (+9.9%) vs. Q3 2021
Filed
Feb 8, 2022
SEC
Holdings of Smith, Moore & Co. in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF184,632$44.6M6.2%+620+0.3%Added–
iShares Core S&P 500 ETF464287200ETF67,853$32.4M4.5%+1,284+1.9%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF56,989$29.5M4.1%+349+0.6%AddedHistory
AAPLApple Inc.Stock160,287$28.5M4.0%+11,378+7.6%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF203,493$23.3M3.2%+4,047+2.0%Added–
iShares S&P 500 Value ETF464287408ETF142,388$22.3M3.1%+2,019+1.4%Added–
SPYSPDR S&P 500 ETF TrustETF41,373$19.7M2.7%+1,316+3.3%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF240,746$19.5M2.7%−2,391−1.0%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF56,227$15.9M2.2%+2,530+4.7%Added–
Vanguard Ftse Developed Markets ETF921943858ETF264,426$13.5M1.9%+6,023+2.3%Added–
Vanguard S&P 500 ETF922908363ETF26,932$11.8M1.6%+1,105+4.3%Added–
iShares Russell 2000 ETF464287655ETF50,492$11.2M1.6%+1,298+2.6%Added–
ProShares Tr74348A467S&P 500 DV ARIST101,756$9.99M1.4%+152+0.1%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF33,271$8.48M1.2%+881+2.7%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF165,512$8.19M1.1%+4,379+2.7%Added–
Vanguard Dividend Appreciation ETF921908844ETF44,579$7.66M1.1%+1,050+2.4%Added–
iShares Tr464288869MICRO-CAP ETF44,385$6.20M0.9%+386+0.9%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT37,448$6.09M0.8%−302−0.8%Reduced–
ABBVAbbVie Inc.Stock41,389$5.60M0.8%+892+2.2%AddedHistory
PGProcter & Gamble CoStock31,950$5.23M0.7%−972−3.0%ReducedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF57,649$4.92M0.7%+1,179+2.1%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF79,019$4.73M0.7%+705+0.9%Added–
WisdomTree Tr97717W778INTL MIDCAP DV68,118$4.58M0.6%+2,123+3.2%Added–
Pacer FDS Tr69374H717LUNT LRG CP ALTR99,725$4.57M0.6%+541+0.5%Added–
WisdomTree Tr97717W760INTL SMCAP DIV61,844$4.55M0.6%+1,520+2.5%Added–
AMZNAmazon Com IncStock1,365$4.55M0.6%+43+3.3%AddedHistory
BSTZBlackRock Science & Technology Term TrustSHS BEN INT114,876$4.47M0.6%+26,629+30.2%AddedHistory
WisdomTree Tr97717W281EMG MKTS SMCAP84,353$4.46M0.6%+2,278+2.8%Added–
Invesco QQQ Trust Series I46090E103ETF11,170$4.44M0.6%+460+4.3%Added–
TSLATesla, Inc.Stock4,120$4.35M0.6%+55+1.4%AddedHistory
ITWIllinois Tool Works IncStock17,631$4.35M0.6%+14+0.1%AddedHistory
JNJJohnson & JohnsonStock23,969$4.10M0.6%+177+0.7%AddedHistory
ABTAbbott LaboratoriesStock28,621$4.03M0.6%−226−0.8%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF120,547$3.86M0.5%+313+0.3%Added–
SPDR Series Trust78464A607ST STR DOW REIT31,062$3.79M0.5%−39−0.1%Reduced–
DISWalt Disney CoStock23,679$3.67M0.5%+684+3.0%AddedHistory
Schwab U.S. REIT ETF808524847ETF68,915$3.63M0.5%+3,708+5.7%Added–
PFEPfizer IncStock60,581$3.58M0.5%+312+0.5%AddedHistory
HDHome Depot, Inc.Stock8,593$3.57M0.5%−311−3.5%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF20,882$3.51M0.5%+443+2.2%Added–
ProShares Tr74347B680S&P MDCP 400 DIV46,133$3.40M0.5%+1,451+3.2%Added–
CVSCVS Health CorpStock32,349$3.34M0.5%+188+0.6%AddedHistory
VZVerizon Communications IncStock63,838$3.32M0.5%+18,551+41.0%AddedHistory
Pacer Trendpilot US Bond ETF69374H642ETF118,190$3.18M0.4%−10,211−8.0%Reduced–
XOMExxonMobil Holdings CorpCOM51,488$3.15M0.4%+480+0.9%AddedHistory
GOOGLAlphabet Inc.Stock1,035$3.00M0.4%+7+0.7%AddedHistory
TAT&T Inc.Stock121,071$2.98M0.4%+7,490+6.6%AddedHistory
METAMeta Platforms, Inc.Stock8,810$2.96M0.4%+186+2.2%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF39,628$2.96M0.4%+1,308+3.4%Added–
WMTWalmart Inc.Stock20,233$2.93M0.4%+208+1.0%AddedHistory
Senior Connect Acquisitn Cor81723H108COM CL A299,262$2.92M0.4%−3,500−1.2%Reduced–
VanEck ETF Trust92189F791JUNIOR GOLD MINE68,915$2.89M0.4%+192+0.3%Added–
UNPUnion Pacific CorpStock11,413$2.88M0.4%−756−6.2%ReducedHistory
JPMJPMorgan Chase & CoStock18,135$2.87M0.4%+279+1.6%AddedHistory
PEPPepsiCo IncStock15,579$2.71M0.4%+910+6.2%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF16,007$2.66M0.4%−143−0.9%Reduced–
GLDSPDR Gold TrustETF15,013$2.57M0.4%−647−4.1%ReducedHistory
SLViShares Silver TrustETF116,014$2.50M0.3%+4,926+4.4%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF44,173$2.46M0.3%+9,209+26.3%Added–
iShares Tr46435G326CORE MSCI INTL35,446$2.40M0.3%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF20,188$2.30M0.3%−250−1.2%Reduced–
iShares MSCI Eafe ETF464287465ETF29,093$2.29M0.3%−1,038−3.4%Reduced–
iShares Tr464287234MSCI EMG MKT ETF46,735$2.28M0.3%−2,528−5.1%Reduced–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF54,368$2.28M0.3%+633+1.2%Added–
ProShares Tr74347B698RUSS 2000 DIVD33,708$2.25M0.3%+1,906+6.0%Added–
BRK.BBerkshire Hathaway IncStock7,352$2.20M0.3%−250−3.3%ReducedHistory
EMREmerson Electric CoStock23,611$2.19M0.3%−1,987−7.8%ReducedHistory
BMYBristol Myers Squibb CoStock34,626$2.16M0.3%+1,250+3.7%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF9,448$2.13M0.3%+1,348+16.6%Added–
American Centy ETF Tr025072406QUALITY DIVRSFED40,796$2.10M0.3%+17,116+72.3%Added–
KOCoca Cola CoStock32,848$1.95M0.3%+293+0.9%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF17,041$1.93M0.3%+482+2.9%Added–
BVHBluegreen Vacations Holding CorpCLASS A51,985$1.82M0.3%+11,180+27.4%AddedHistory
ELVElevance Health, Inc.Stock3,925$1.82M0.3%00.0%UnchangedHistory
VVisa Inc.Stock8,379$1.82M0.3%+714+9.3%AddedHistory
CVXChevron CorpStock15,239$1.79M0.2%+245+1.6%AddedHistory
HONHoneywell International IncCOM8,449$1.76M0.2%−349−4.0%ReducedHistory
LLYEli Lilly & CoStock6,308$1.74M0.2%+341+5.7%AddedHistory
Simplify Exchange Traded Fun82889N764HEDGED EQUITY67,626$1.73M0.2%+67,626New–
NEENextera Energy IncStock18,506$1.73M0.2%−580−3.0%ReducedHistory
DUKDuke Energy CORPStock16,202$1.70M0.2%−354−2.1%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF5,422$1.66M0.2%+109+2.1%Added–
KMBKimberly Clark CorpStock11,511$1.65M0.2%+16+0.1%AddedHistory
UNHUnitedHealth Group IncStock3,223$1.62M0.2%+144+4.7%AddedHistory
iShares Russell Midcap ETF464287499ETF19,258$1.60M0.2%+1,221+6.8%Added–
MAMastercard IncStock4,384$1.57M0.2%−16−0.4%ReducedHistory
VTRSViatris IncStock114,584$1.55M0.2%−4,798−4.0%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF31,511$1.55M0.2%−1,172−3.6%Reduced–
iShares Tr464287549EXPND TEC SC ETF3,505$1.54M0.2%+100+2.9%Added–
BXBlackstone Inc.COM11,680$1.51M0.2%+100+0.9%AddedHistory
iShares Tr464287622RUS 1000 ETF5,671$1.50M0.2%00.0%Unchanged–
SOSouthern CoStock21,754$1.49M0.2%−344−1.6%ReducedHistory
MCDMcDonalds CorpStock5,463$1.46M0.2%+114+2.1%AddedHistory
GISGeneral Mills IncStock21,231$1.43M0.2%+1,007+5.0%AddedHistory
NEMNEWMONT CorpStock22,993$1.43M0.2%+532+2.4%AddedHistory
AWKAmerican Water Works Company, Inc.Stock7,523$1.42M0.2%−92−1.2%ReducedHistory
AMGNAmgen IncStock6,314$1.42M0.2%+413+7.0%AddedHistory
iShares Tips Bond ETF464287176ETF10,891$1.41M0.2%+2,976+37.6%Added–
NFGNational Fuel Gas CoStock21,834$1.40M0.2%+230+1.1%AddedHistory
CATCaterpillar IncStock6,715$1.39M0.2%−36−0.5%ReducedHistory

Sold out since Q3 2021 (19)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
Roman DBDR Tech Acquisition77584N101COM CL A100,469$1.02M0.2%–
Merida Merger Corp I58953M106COM69,112$690.0K0.1%–
HMTVHemisphere Media Group, Inc.CL A49,716$606.0K0.1%History
RIORio Tinto PLCADR8,187$547.0K0.1%History
IMOSChipmos Technologies IncSPONSORD ADS NEW13,400$459.0K0.1%History
Rosecliff Acquisition Corp I77732R202UNIT 99/99/999939,900$395.0K0.1%–
Foxwayne Enterpris Aqstn Cor35166L208UNIT 01/12/202636,500$375.0K0.1%–
Vanguard Utilities ETF92204A876ETF2,346$326.0K<0.1%–
iShares Tr46434VBK5IBONDS DEC21 ETF10,112$250.0K<0.1%–
State Street SPDR S&P Biotech ETF78464A870ETF1,858$234.0K<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT6,200$225.0K<0.1%–
DOCUDocuSign, Inc.Stock870$224.0K<0.1%History
MRNAModerna, Inc.Stock560$216.0K<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF1,961$214.0K<0.1%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,290$210.0K<0.1%–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,822$203.0K<0.1%–
WisdomTree Tr97717W794TRUE DEV INTL FD4,239$202.0K<0.1%–
890 5th Ave Partners Inc28250A105COM CL A20,000$198.0K<0.1%–
Broadscale Acquisition Corp11134Y200UNIT 02/02/202619,000$188.0K<0.1%–