Skip to main content

Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
394
−23 vs. Q1 2022
Portfolio value
$648.4M
−$84.3M (−11.5%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of Smith, Moore & Co. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF182,795$34.5M5.3%−8,289−4.3%Reduced–
iShares Core S&P 500 ETF464287200ETF80,817$30.6M4.7%+8,532+11.8%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF56,176$23.2M3.6%−1,238−2.2%ReducedHistory
AAPLApple Inc.Stock147,303$20.1M3.1%−1,264−0.9%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF215,328$19.9M3.1%+7,462+3.6%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF270,069$19.0M2.9%+16,144+6.4%Added–
iShares S&P 500 Value ETF464287408ETF135,596$18.6M2.9%−6,800−4.8%Reduced–
Victory Portfolios II92647N824VCSHS US EQ INCM272,721$18.0M2.8%+133,596+96.0%Added–
SPYSPDR S&P 500 ETF TrustETF42,523$16.0M2.5%−1,677−3.8%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF65,562$14.8M2.3%+5,297+8.8%Added–
Vanguard Ftse Developed Markets ETF921943858ETF277,446$11.3M1.7%−6,298−2.2%Reduced–
Vanguard S&P 500 ETF922908363ETF29,750$10.3M1.6%+996+3.5%Added–
ProShares Tr74348A467S&P 500 DV ARIST114,104$9.74M1.5%+8,531+8.1%Added–
Vanguard Dividend Appreciation ETF921908844ETF59,961$8.60M1.3%+11,426+23.5%Added–
iShares Russell 2000 ETF464287655ETF47,044$7.97M1.2%−4,752−9.2%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF164,784$6.86M1.1%−3,281−2.0%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF34,195$6.74M1.0%−382−1.1%Reduced–
ABBVAbbVie Inc.Stock39,671$6.08M0.9%−829−2.0%ReducedHistory
Simplify Exchange Traded Fun82889N764HEDGED EQUITY228,980$5.27M0.8%−2,332−1.0%Reduced–
MSFTMicrosoft CorpStock19,466$5.00M0.8%+369+1.9%AddedHistory
PGProcter & Gamble CoStock34,122$4.91M0.8%−301−0.9%ReducedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF70,872$4.86M0.8%+12,468+21.3%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT35,508$4.77M0.7%−949−2.6%Reduced–
XOMExxonMobil Holdings CorpCOM52,912$4.53M0.7%+1,640+3.2%AddedHistory
iShares Tr464288869MICRO-CAP ETF43,132$4.48M0.7%−1,358−3.1%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF103,751$4.47M0.7%+103,751New–
JNJJohnson & JohnsonStock23,708$4.21M0.6%−466−1.9%ReducedHistory
Pacer FDS Tr69374H717LUNT LRG CP ALTR94,695$3.88M0.6%−12,136−11.4%Reduced–
ProShares Tr74347B680S&P MDCP 400 DIV56,389$3.80M0.6%+2,984+5.6%Added–
WisdomTree Tr97717W778INTL MIDCAP DV67,368$3.73M0.6%−1,757−2.5%Reduced–
WisdomTree Tr97717W281EMG MKTS SMCAP82,272$3.67M0.6%−2,827−3.3%Reduced–
WisdomTree Tr97717W760INTL SMCAP DIV60,953$3.56M0.5%−1,688−2.7%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF72,283$3.55M0.5%−11,585−13.8%Reduced–
Invesco QQQ Trust Series I46090E103ETF12,488$3.50M0.5%+807+6.9%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF122,084$3.34M0.5%+1,557+1.3%Added–
BSTZBlackRock Science & Technology Term TrustSHS BEN INT166,036$3.25M0.5%+35,988+27.7%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF14,825$3.24M0.5%+9,531+180.0%Added–
ITWIllinois Tool Works IncStock17,775$3.24M0.5%+32+0.2%AddedHistory
PFEPfizer IncStock61,776$3.24M0.5%−1,066−1.7%ReducedHistory
VZVerizon Communications IncStock63,793$3.24M0.5%−1,417−2.2%ReducedHistory
ABTAbbott LaboratoriesStock28,954$3.15M0.5%−686−2.3%ReducedHistory
CVSCVS Health CorpStock32,891$3.05M0.5%−661−2.0%ReducedHistory
AMZNAmazon Com IncStock28,172$2.99M0.5%+1,652+6.2%AddedConverted for a 20-for-1 splitHistory
iShares Russell 1000 Value ETF464287598ETF20,196$2.93M0.5%−1,150−5.4%Reduced–
SPDR Series Trust78464A607ST STR DOW REIT30,787$2.93M0.5%−248−0.8%Reduced–
Senior Connect Acquisitn Cor81723H108COM CL A295,262$2.90M0.4%−4,000−1.3%Reduced–
Schwab U.S. REIT ETF808524847ETF132,265$2.79M0.4%−9,789−6.9%Reduced–
iShares Core Dividend Growth ETF46434V621ETF57,432$2.74M0.4%+3,821+7.1%Added–
TSLATesla, Inc.Stock3,862$2.60M0.4%−92−2.3%ReducedHistory
GLDSPDR Gold TrustETF15,050$2.54M0.4%+22+0.1%AddedHistory
BMYBristol Myers Squibb CoStock32,901$2.53M0.4%−1,667−4.8%ReducedHistory
UNPUnion Pacific CorpStock11,871$2.53M0.4%−52−0.4%ReducedHistory
PEPPepsiCo IncStock15,175$2.53M0.4%−336−2.2%ReducedHistory
iShares Tr464287622RUS 1000 ETF11,911$2.48M0.4%+6,240+110.0%Added–
TAT&T Inc.Stock117,858$2.47M0.4%−4,112−3.4%ReducedHistory
HDHome Depot, Inc.Stock8,792$2.41M0.4%+256+3.0%AddedHistory
DISWalt Disney CoStock25,286$2.39M0.4%+1,170+4.9%AddedHistory
ProShares Tr74347B698RUSS 2000 DIVD39,868$2.34M0.4%+2,267+6.0%Added–
Vanguard Morningstar Growth ETF922908736ETF10,474$2.33M0.4%+1,361+14.9%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF36,390$2.32M0.4%+12,764+54.0%Added–
GOOGLAlphabet Inc.Stock1,044$2.27M0.4%−74−6.6%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE70,356$2.25M0.3%+1,100+1.6%Added–
WMTWalmart Inc.Stock18,452$2.24M0.3%−228−1.2%ReducedHistory
SLViShares Silver TrustETF119,736$2.23M0.3%+4,274+3.7%AddedHistory
KOCoca Cola CoStock34,566$2.17M0.3%+86+0.2%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF12,281$2.16M0.3%+131+1.1%Added–
Vanguard Morningstar Value ETF922908744ETF16,239$2.14M0.3%+1,591+10.9%Added–
iShares Core MSCI Eafe ETF46432F842ETF36,353$2.14M0.3%−3,086−7.8%Reduced–
CVXChevron CorpStock14,775$2.14M0.3%−433−2.8%ReducedHistory
iShares Tr46435G326CORE MSCI INTL38,331$2.06M0.3%+2,885+8.1%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX40,770$2.04M0.3%+7,672+23.2%Added–
American Centy ETF Tr025072406QUALITY DIVRSFED51,310$2.01M0.3%+4,253+9.0%Added–
EMREmerson Electric CoStock25,212$2.00M0.3%+561+2.3%AddedHistory
JPMJPMorgan Chase & CoStock17,723$2.00M0.3%−1,289−6.8%ReducedHistory
UNHUnitedHealth Group IncStock3,857$1.98M0.3%+315+8.9%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF31,515$1.98M0.3%+15,565+97.6%Added–
ELVElevance Health, Inc.Stock3,910$1.89M0.3%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock6,876$1.88M0.3%−676−9.0%ReducedHistory
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF53,834$1.86M0.3%−286−0.5%Reduced–
iShares MSCI Eafe ETF464287465ETF29,293$1.83M0.3%+291+1.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF17,907$1.82M0.3%−1,693−8.6%Reduced–
LLYEli Lilly & CoStock5,558$1.80M0.3%−801−12.6%ReducedHistory
DUKDuke Energy CORPStock16,633$1.78M0.3%+683+4.3%AddedHistory
MRKMerck & Co., Inc.Stock19,417$1.77M0.3%+2,578+15.3%AddedHistory
VVisa Inc.Stock8,977$1.77M0.3%+528+6.2%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF43,609$1.75M0.3%−3,487−7.4%Reduced–
SPDR Index Shs FDS78463X509ST PORT MARK ETF48,739$1.70M0.3%+20,945+75.4%Added–
GISGeneral Mills IncStock22,147$1.67M0.3%+796+3.7%AddedHistory
SOSouthern CoStock22,018$1.57M0.2%+543+2.5%AddedHistory
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT35,209$1.56M0.2%+35,209New–
AMGNAmgen IncStock6,325$1.54M0.2%+100+1.6%AddedHistory
HSYHershey CoCOM7,033$1.51M0.2%−85−1.2%ReducedHistory
KMBKimberly Clark CorpStock10,953$1.48M0.2%−70−0.6%ReducedHistory
METAMeta Platforms, Inc.Stock9,170$1.48M0.2%−25−0.3%ReducedHistory
HONHoneywell International IncCOM8,453$1.47M0.2%−51−0.6%ReducedHistory
NEENextera Energy IncStock18,570$1.44M0.2%+253+1.4%AddedHistory
iShares Tips Bond ETF464287176ETF12,592$1.43M0.2%+838+7.1%Added–
NFGNational Fuel Gas CoStock21,674$1.43M0.2%−160−0.7%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF32,279$1.43M0.2%+666+2.1%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF17,693$1.42M0.2%−731−4.0%Reduced–

Sold out since Q1 2022 (39)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CERNCERNER CorpCOM11,356$1.06M0.1%History
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM67,534$887.0K0.1%History
MFMAberdeen Municipal Income FundSH BEN INT83,347$510.0K0.1%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF5,355$490.0K0.1%–
HRLHormel Foods CorpCOM7,685$396.0K0.1%History
MRVLMarvell Technology, Inc.COM4,877$350.0K<0.1%History
Foxwayne Enterpris Aqstn Cor35166L109COM CL A32,500$327.0K<0.1%–
First Tr Energy Income & Gro33738G104COM18,225$296.0K<0.1%–
PLDPrologis, Inc.REIT1,639$265.0K<0.1%History
CRMSalesforce, Inc.Stock1,234$262.0K<0.1%History
UBERUber Technologies, IncStock7,135$255.0K<0.1%History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1008,700$253.0K<0.1%–
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM11,133$245.0K<0.1%History
RGLDRoyal Gold IncStock1,720$243.0K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,329$240.0K<0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL2,232$239.0K<0.1%–
CVUCpi Aerostructures IncCOM NEW80,677$238.0K<0.1%History
NUENucor CorpCOM1,596$237.0K<0.1%History
GEGeneral Electric CoStock2,562$234.0K<0.1%History
iShares Tr464287788U.S. FINLS ETF2,767$234.0K<0.1%–
DLRDigital Realty Trust, Inc.COM1,611$228.0K<0.1%History
HCAHCA Healthcare, Inc.COM900$226.0K<0.1%History
iShares S&P Mid-Cap 400 Growth ETF464287606ETF2,880$223.0K<0.1%–
NKENIKE, Inc.Stock1,653$222.0K<0.1%History
First Tr Exchng Traded FD VI33740F813ACTV FCTR MDCP8,937$221.0K<0.1%–
OVVOvintiv Inc.COM4,072$220.0K<0.1%History
KRKroger CoStock3,784$217.0K<0.1%History
DEODiageo PLCSPON ADR NEW1,050$213.0K<0.1%History
iShares MSCI USA Momentum Factor ETF46432F396ETF1,257$211.0K<0.1%–
WisdomTree Tr97717Y691CLOUD COMPUTNG5,100$209.0K<0.1%–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,643$207.0K<0.1%–
AMPAmeriprise Financial IncCOM684$205.0K<0.1%History
PPLPPL CorpCOM7,130$204.0K<0.1%History
iShares Tr464288513IBOXX HI YD ETF2,441$201.0K<0.1%–
GOSSGossamer Bio, Inc.COM19,500$169.0K<0.1%History
Lightjump Acquisition Corp53228M205UNIT 01/06/202610,000$100.0K<0.1%–
GABGabelli Equity Trust IncCOM10,700$74.0K<0.1%History
PPTFranklin Premier Income TrustSH BEN INT10,000$40.0K<0.1%History
NAKNorthern Dynasty Minerals LtdCOM NEW11,355$5.00K<0.1%History