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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
375
−2 vs. Q3 2022
Portfolio value
$720.3M
+$61.3M (+9.3%) vs. Q3 2022
Filed
Feb 13, 2023
SEC
Holdings of Smith, Moore & Co. in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF91,538$35.2M4.9%−1,414−1.5%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF179,911$34.4M4.8%+101+0.1%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF59,155$26.2M3.6%+267+0.5%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF290,480$20.9M2.9%+17,237+6.3%Added–
iShares Core S&P Mid-Cap ETF464287507ETF85,168$20.6M2.9%−2,239−2.6%Reduced–
iShares Core S&P Small Cap ETF464287804ETF212,837$20.1M2.8%+6,162+3.0%Added–
AAPLApple Inc.Stock149,266$19.4M2.7%+1,036+0.7%AddedHistory
iShares S&P 500 Value ETF464287408ETF131,546$19.1M2.6%−3,778−2.8%Reduced–
SPYSPDR S&P 500 ETF TrustETF47,487$18.2M2.5%+135+0.3%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF164,025$18.0M2.5%−3,533−2.1%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF289,171$13.4M1.9%+8,035+2.9%Added–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF445,570$13.0M1.8%+2,672+0.6%Added–
ProShares Tr74348A467S&P 500 DV ARIST142,052$12.8M1.8%+27,957+24.5%Added–
Vanguard Dividend Appreciation ETF921908844ETF81,399$12.4M1.7%+8,445+11.6%Added–
Victory Portfolios II92647N824VCSHS US EQ INCM186,150$11.6M1.6%−433−0.2%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF264,266$11.1M1.5%+1,326+0.5%Added–
Vanguard S&P 500 ETF922908363ETF31,038$10.9M1.5%−415−1.3%Reduced–
iShares Russell 2000 ETF464287655ETF56,384$9.83M1.4%+3,303+6.2%Added–
iShares Tr46436E7180-3 MTH TREASURY90,247$9.04M1.3%+90,247New–
Vanguard Morningstar Mid-Cap ETF922908629ETF38,650$7.88M1.1%+988+2.6%Added–
iShares Russell 1000 Growth ETF464287614ETF31,868$6.83M0.9%+5,920+22.8%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF157,923$6.16M0.9%−2,336−1.5%Reduced–
ABBVAbbVie Inc.Stock37,914$6.13M0.9%−514−1.3%ReducedHistory
PGProcter & Gamble CoStock40,167$6.09M0.8%+5,569+16.1%AddedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF85,751$5.97M0.8%+515+0.6%Added–
XOMExxonMobil Holdings CorpCOM47,943$5.29M0.7%−2,459−4.9%ReducedHistory
MSFTMicrosoft CorpStock21,506$5.16M0.7%+948+4.6%AddedHistory
Invesco QQQ Trust Series I46090E103ETF17,665$4.70M0.7%+4,080+30.0%Added–
iShares Tr464288869MICRO-CAP ETF42,468$4.58M0.6%+148+0.3%Added–
ProShares Tr74347B680S&P MDCP 400 DIV63,983$4.58M0.6%+5,390+9.2%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT31,441$4.44M0.6%−70−0.2%Reduced–
JNJJohnson & JohnsonStock23,675$4.18M0.6%+103+0.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF87,150$4.07M0.6%+20,227+30.2%Added–
ITWIllinois Tool Works IncStock17,646$3.89M0.5%−50.0%ReducedHistory
WisdomTree Tr97717W778INTL MIDCAP DV61,640$3.42M0.5%−3,510−5.4%Reduced–
WisdomTree Tr97717W281EMG MKTS SMCAP75,484$3.32M0.5%−4,092−5.1%Reduced–
WisdomTree Tr97717W760INTL SMCAP DIV57,105$3.31M0.5%−1,842−3.1%Reduced–
PFEPfizer IncStock63,254$3.24M0.4%−1,210−1.9%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF63,225$3.16M0.4%−7,320−10.4%Reduced–
WMTWalmart Inc.Stock22,185$3.15M0.4%−13−0.1%ReducedHistory
ABTAbbott LaboratoriesStock28,243$3.10M0.4%−216−0.8%ReducedHistory
PEPPepsiCo IncStock17,014$3.07M0.4%+495+3.0%AddedHistory
Simplify Exchange Traded Fun82889N764HEDGED EQUITY135,184$3.05M0.4%+794+0.6%Added–
iShares Russell 1000 Value ETF464287598ETF19,967$3.03M0.4%+126+0.6%Added–
CVSCVS Health CorpStock31,795$2.96M0.4%+130.0%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF103,067$2.95M0.4%−6,574−6.0%Reduced–
BSTZBlackRock Science & Technology Term TrustSHS BEN INT188,185$2.94M0.4%+3,534+1.9%AddedHistory
SPDR Series Trust78464A607ST STR DOW REIT33,323$2.90M0.4%+1,123+3.5%Added–
HDHome Depot, Inc.Stock9,039$2.85M0.4%+60+0.7%AddedHistory
AMZNAmazon Com IncStock33,918$2.85M0.4%+3,600+11.9%AddedHistory
iShares Tips Bond ETF464287176ETF26,132$2.78M0.4%−3,048−10.4%Reduced–
CVXChevron CorpStock15,328$2.75M0.4%+366+2.4%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF12,478$2.66M0.4%+267+2.2%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF14,216$2.61M0.4%+494+3.6%Added–
UNHUnitedHealth Group IncStock4,777$2.53M0.4%+870+22.3%AddedHistory
GLDSPDR Gold TrustETF14,872$2.52M0.4%+55+0.4%AddedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE69,788$2.49M0.3%−222−0.3%Reduced–
UNPUnion Pacific CorpStock11,996$2.48M0.3%−315−2.6%ReducedHistory
CATCaterpillar IncStock10,262$2.46M0.3%+3,087+43.0%AddedHistory
BRK.BBerkshire Hathaway IncStock7,927$2.45M0.3%+2,284+40.5%AddedHistory
Schwab US Dividend Equity ETF808524797ETF32,235$2.44M0.3%+7,845+32.2%Added–
JPMJPMorgan Chase & CoStock18,079$2.42M0.3%+513+2.9%AddedHistory
ProShares Tr74347B698RUSS 2000 DIVD39,482$2.42M0.3%−3,321−7.8%Reduced–
Vanguard Morningstar Value ETF922908744ETF17,224$2.42M0.3%+102+0.6%Added–
VZVerizon Communications IncStock59,210$2.33M0.3%−3,179−5.1%ReducedHistory
Schwab U.S. REIT ETF808524847ETF120,806$2.33M0.3%−4,100−3.3%Reduced–
EMREmerson Electric CoStock23,845$2.29M0.3%−1,123−4.5%ReducedHistory
BMYBristol Myers Squibb CoStock31,704$2.28M0.3%−556−1.7%ReducedHistory
KOCoca Cola CoStock35,085$2.23M0.3%−479−1.3%ReducedHistory
MRKMerck & Co., Inc.Stock20,102$2.23M0.3%+729+3.8%AddedHistory
DISWalt Disney CoStock25,276$2.20M0.3%−707−2.7%ReducedHistory
SLViShares Silver TrustETF94,186$2.07M0.3%−21,487−18.6%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF46,147$2.07M0.3%+1,185+2.6%Added–
TAT&T Inc.Stock111,474$2.05M0.3%−4,318−3.7%ReducedHistory
ELVElevance Health, Inc.Stock3,912$2.01M0.3%+2+0.1%AddedHistory
VVisa Inc.Stock9,610$2.00M0.3%+427+4.6%AddedHistory
iShares Tr464287622RUS 1000 ETF9,377$1.97M0.3%+301+3.3%Added–
LLYEli Lilly & CoStock5,393$1.97M0.3%+58+1.1%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF21,255$1.94M0.3%+21,255New–
GOOGLAlphabet Inc.Stock20,982$1.85M0.3%+162+0.8%AddedHistory
DUKDuke Energy CORPStock17,640$1.82M0.3%+428+2.5%AddedHistory
HONHoneywell International IncCOM8,222$1.76M0.2%+98+1.2%AddedHistory
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT37,689$1.72M0.2%+1,113+3.0%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF17,732$1.72M0.2%+1,295+7.9%Added–
RTXRTX CorpStock15,685$1.58M0.2%+128+0.8%AddedHistory
MAMastercard IncStock4,519$1.57M0.2%+65+1.5%AddedHistory
MCDMcDonalds CorpStock5,944$1.57M0.2%+165+2.9%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF32,964$1.53M0.2%+2,124+6.9%Added–
iShares Tr464287234MSCI EMG MKT ETF39,833$1.51M0.2%−7,106−15.1%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX32,316$1.51M0.2%−5,574−14.7%Reduced–
SOSouthern CoStock20,761$1.48M0.2%−206−1.0%ReducedHistory
HSYHershey CoCOM6,352$1.47M0.2%−290−4.4%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF16,708$1.46M0.2%+3,064+22.5%Added–
NEENextera Energy IncStock17,298$1.45M0.2%−426−2.4%ReducedHistory
VanEck ETF Trust92189Y105MORNINGSTAR ESG65,393$1.43M0.2%+41,052+168.7%Added–
KMBKimberly Clark CorpStock10,496$1.42M0.2%−181−1.7%ReducedHistory
iShares Tr46435G326CORE MSCI INTL25,361$1.42M0.2%−11,394−31.0%Reduced–
TSLATesla, Inc.Stock11,235$1.38M0.2%−705−5.9%ReducedHistory
AMGNAmgen IncStock5,249$1.38M0.2%−854−14.0%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF17,761$1.38M0.2%+275+1.6%Added–

Sold out since Q3 2022 (22)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Pacer FDS Tr69374H717LUNT LRG CP ALTR95,796$3.43M0.5%–
Senior Connect Acquisitn Cor81723H108COM CL A315,762$3.14M0.5%–
iShares Core MSCI Eafe ETF46432F842ETF32,574$1.72M0.3%–
Climate Real Impact Slutins187171103COM CL A66,341$654.0K0.1%–
OCSLOaktree Specialty Lending CorpCOM96,110$577.0K0.1%History
MOSMosaic CoCOM10,129$490.0K0.1%History
SWKSSkyworks Solutions, Inc.Stock2,646$226.0K<0.1%History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,931$218.0K<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,084$214.0K<0.1%–
MRTXMirati Therapeutics, Inc.COM3,000$210.0K<0.1%History
Spectral AI, Inc.77732R103COM CL A20,000$197.0K<0.1%–
Joff Fintech Acquisition Cor46592C100COM CL A18,000$177.0K<0.1%–
JYACJiya Acquisition Corp.COM CL A16,500$165.0K<0.1%History
Ignyte Acquisition Corp45175H106COM14,880$149.0K<0.1%–
Broadscale Acquisition Corp11134Y101COM CL A15,000$148.0K<0.1%–
WBDWarner Bros. Discovery, Inc.Stock12,250$141.0K<0.1%History
Omega Alpha SpacG6749V107CL A13,250$132.0K<0.1%–
Lefteris Acquisition Corp52470X109COM CL A13,000$130.0K<0.1%–
GNACGroup Nine Acquisition Corp.COM CL A12,300$122.0K<0.1%History
Empowerment & Inclusion Capi29248N100COM CL A10,000$99.0K<0.1%–
LUMNLumen Technologies, Inc.Stock13,378$97.0K<0.1%History
LFCRLifecore Biomedical, Inc. DECOM10,500$93.0K<0.1%History