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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
480
−1 vs. Q4 2024
Portfolio value
$1.08B
−$14.2M (−1.3%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Smith, Moore & Co. in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF108,572$61.0M5.6%−1,488−1.4%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF190,178$52.3M4.8%+5,310+2.9%Added–
iShares S&P 500 Value ETF464287408ETF201,394$38.4M3.6%+2,665+1.3%Added–
AAPLApple Inc.Stock154,268$34.3M3.2%−15,611−9.2%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF60,492$32.3M3.0%+122+0.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF52,639$29.4M2.7%+202+0.4%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF70,096$25.3M2.3%+2,779+4.1%Added–
iShares Core S&P Small Cap ETF464287804ETF209,058$21.9M2.0%+3,737+1.8%Added–
Vanguard Dividend Appreciation ETF921908844ETF87,632$17.0M1.6%−1,053−1.2%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF296,824$16.3M1.5%−15,977−5.1%Reduced–
Janus Detroit STR Tr47103U845HENDRSON AAA CL302,406$15.3M1.4%+78,582+35.1%Added–
ProShares Tr74348A467S&P 500 DV ARIST146,372$15.0M1.4%−1,745−1.2%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF246,332$14.4M1.3%+10,560+4.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF272,299$13.8M1.3%+6,784+2.6%Added–
J P Morgan Exchange Traded F46641Q159INCOME ETF289,927$13.4M1.2%−30,249−9.4%Reduced–
iShares Russell 2000 ETF464287655ETF64,152$12.8M1.2%−132−0.2%Reduced–
Invesco QQQ Trust Series I46090E103ETF25,452$11.9M1.1%−173−0.7%Reduced–
Capital Group Dividend Value14020W106SHS CREAT UNIT290,800$10.4M1.0%+40,847+16.3%Added–
NVDANVIDIA CorpStock93,883$10.2M0.9%+3,470+3.8%AddedHistory
Tidal Trust I886364231FUND GRAN US ETF545,800$9.92M0.9%+29,169+5.6%Added–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY103,942$9.51M0.9%+4,098+4.1%Added–
MSFTMicrosoft CorpStock24,676$9.26M0.9%−2,463−9.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF17,760$9.13M0.8%−262−1.5%Reduced–
Vanguard Whitehall FDS921946810INTL DVD ETF101,575$8.42M0.8%+1,754+1.8%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF182,938$8.28M0.8%+4,779+2.7%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT239,827$8.21M0.8%+19,351+8.8%Added–
AMZNAmazon Com IncStock40,563$7.72M0.7%+330+0.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF257,374$7.20M0.7%+31,902+14.1%Added–
ProShares Tr74347B680S&P MDCP 400 DIV77,945$6.29M0.6%+227+0.3%Added–
WisdomTree Tr97717X669US QTLY DIV GRT77,751$6.21M0.6%−7,854−9.2%Reduced–
ABBVAbbVie Inc.Stock29,624$6.21M0.6%−627−2.1%ReducedHistory
Capital Group Core Equity Et14020V108SHS CREAT UNIT178,405$5.96M0.6%−15,189−7.8%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF109,502$5.91M0.5%+319+0.3%Added–
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH77,417$5.71M0.5%+7,265+10.4%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT32,871$5.69M0.5%+102+0.3%Added–
American Centy ETF Tr025072802INTL SMCP VLU81,336$5.67M0.5%+5,828+7.7%Added–
iShares Core Dividend Growth ETF46434V621ETF91,724$5.67M0.5%+3,105+3.5%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF95,661$5.60M0.5%+2,285+2.4%Added–
METAMeta Platforms, Inc.Stock9,482$5.46M0.5%−9−0.1%ReducedHistory
WMTWalmart Inc.Stock60,701$5.33M0.5%−3,354−5.2%ReducedHistory
LLYEli Lilly & CoStock6,445$5.32M0.5%−1,058−14.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM44,184$5.25M0.5%−313−0.7%ReducedHistory
PGProcter & Gamble CoStock30,818$5.25M0.5%+107+0.3%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF14,078$5.22M0.5%−99−0.7%Reduced–
iShares Tr464288869MICRO-CAP ETF47,070$5.22M0.5%+1,094+2.4%Added–
WisdomTree Tr97717X594ITL HDG QTLY DIV118,452$5.14M0.5%+14,209+13.6%Added–
American Centy ETF Tr025072877US SML CP VALU57,429$5.01M0.5%−18,434−24.3%Reduced–
VanEck ETF Trust92189F106GOLD MINERS ETF106,932$4.92M0.5%+1,065+1.0%Added–
BRK.BBerkshire Hathaway IncStock8,898$4.74M0.4%−201−2.2%ReducedHistory
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT162,983$4.62M0.4%+5,875+3.7%Added–
GOOGLAlphabet Inc.Stock29,232$4.52M0.4%+628+2.2%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF178,419$4.47M0.4%+119,471+202.7%Added–
VanEck Morningstar Wide Moat ETF92189F643ETF50,339$4.43M0.4%+617+1.2%Added–
Simplify Exchange Traded Fun82889N764HEDGED EQUITY152,329$4.35M0.4%−44,774−22.7%Reduced–
WisdomTree Tr97717W281EMG MKTS SMCAP89,906$4.34M0.4%+3,618+4.2%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF16,666$4.31M0.4%−58−0.3%Reduced–
ITWIllinois Tool Works IncStock17,219$4.27M0.4%+70.0%AddedHistory
JPMJPMorgan Chase & CoStock17,281$4.24M0.4%−118−0.7%ReducedHistory
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT66,261$4.16M0.4%−637−1.0%Reduced–
GLDSPDR Gold TrustETF13,908$4.01M0.4%+591+4.4%AddedHistory
Capital Group Core Balanced14021D107SHS123,932$3.84M0.4%+32,720+35.9%Added–
VanEck ETF Trust92189F791JUNIOR GOLD MINE67,051$3.84M0.4%+775+1.2%Added–
JNJJohnson & JohnsonStock22,873$3.79M0.4%−525−2.2%ReducedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM65,967$3.77M0.3%+1,914+3.0%Added–
iShares Russell 1000 Value ETF464287598ETF19,696$3.71M0.3%+22+0.1%Added–
Schwab U.S. REIT ETF808524847ETF171,646$3.69M0.3%+11,148+6.9%Added–
First Tr Exchange Traded FD33738R704RBA INDL ETF53,896$3.68M0.3%+2,963+5.8%Added–
iShares Tr46434V860TRS FLT RT BD72,152$3.66M0.3%+15,786+28.0%Added–
ABTAbbott LaboratoriesStock27,088$3.59M0.3%+1,651+6.5%AddedHistory
CATCaterpillar IncStock10,830$3.57M0.3%−454−4.0%ReducedHistory
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM31,002$3.53M0.3%−322−1.0%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF35,590$3.52M0.3%+266+0.8%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF38,214$3.51M0.3%−5,436−12.5%Reduced–
ProShares Tr74347B698RUSS 2000 DIVD53,396$3.50M0.3%−93−0.2%Reduced–
VVisa Inc.Stock9,638$3.38M0.3%−227−2.3%ReducedHistory
TSLATesla, Inc.Stock12,741$3.30M0.3%+857+7.2%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF62,668$3.24M0.3%+2,532+4.2%Added–
Invesco Nasdaq 100 ETF46138G649ETF16,239$3.13M0.3%+2,134+15.1%Added–
UNPUnion Pacific CorpStock13,191$3.12M0.3%+94+0.7%AddedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD111,599$2.94M0.3%+4,343+4.0%Added–
CVXChevron CorpStock17,171$2.87M0.3%−1,668−8.9%ReducedHistory
SPDR Series Trust78464A607ST STR DOW REIT28,502$2.83M0.3%+128+0.5%Added–
SLViShares Silver TrustETF90,696$2.81M0.3%+5,800+6.8%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY27,632$2.78M0.3%−12,547−31.2%Reduced–
Neos ETF Trust78433H303NEOS S&P 500 HI57,324$2.75M0.3%+2,477+4.5%Added–
EMREmerson Electric CoStock24,775$2.72M0.3%+1,113+4.7%AddedHistory
PEPPepsiCo IncStock18,033$2.70M0.3%+999+5.9%AddedHistory
HDHome Depot, Inc.Stock7,308$2.68M0.2%−313−4.1%ReducedHistory
Vanguard Information Technology ETF92204A702ETF4,922$2.67M0.2%+127+2.6%Added–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF105,775$2.66M0.2%+455+0.4%Added–
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF95,693$2.55M0.2%+95,693New–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF103,737$2.51M0.2%−7,745−6.9%Reduced–
Schwab U.S. Broad Market ETF808524102ETF114,331$2.46M0.2%−789−0.7%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF10,976$2.43M0.2%−686−5.9%Reduced–
iShares Tr464287622RUS 1000 ETF7,884$2.42M0.2%−48−0.6%Reduced–
Vanguard Morningstar Value ETF922908744ETF13,991$2.42M0.2%−255−1.8%Reduced–
BRBRBellring Brands, Inc.Stock32,424$2.41M0.2%−200−0.6%ReducedHistory
iShares Russell Midcap ETF464287499ETF28,354$2.41M0.2%+239+0.9%Added–
KOCoca Cola CoStock33,382$2.39M0.2%−979−2.8%ReducedHistory
MAMastercard IncStock4,350$2.38M0.2%+77+1.8%AddedHistory

Sold out since Q4 2024 (35)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF37,415$964.9K0.1%–
PHMPultegroup IncCOM8,519$927.7K0.1%History
AVYAvery Dennison CorpCOM4,720$883.2K0.1%History
Cambria ETF Tr132061201SHSHLD YIELD ETF9,629$659.3K0.1%–
ECGEverus Construction Group, Inc.Stock5,073$333.6K<0.1%History
ANETArista Networks, Inc.Stock2,932$324.1K<0.1%History
APLDApplied Digital Corp.COM NEW37,000$282.7K<0.1%History
XYZBlock, Inc.CL A3,235$274.9K<0.1%History
TJXTJX Companies IncStock2,174$262.6K<0.1%History
SHAKShake Shack Inc.CL A2,000$259.6K<0.1%History
ARK Innovation ETF00214Q104ETF4,568$259.3K<0.1%–
MTBM&T Bank CorpCOM1,350$253.8K<0.1%History
Vanguard Malvern FDS922020805STRM INFPROIDX5,202$251.9K<0.1%–
Schwab U.S. Small-Cap ETF808524607ETF9,519$246.2K<0.1%–
iShares U S ETF Tr46431W606IT RT HDG HGYL2,777$239.8K<0.1%–
iShares U S ETF Tr46431W705INT RT HDG C B2,551$236.6K<0.1%–
JCIJohnson Controls International plcStock2,977$235.0K<0.1%History
PPLPPL CorpCOM7,205$233.9K<0.1%History
ISRGIntuitive Surgical IncCOM NEW435$227.1K<0.1%History
GWWW.W. Grainger, Inc.Stock212$223.7K<0.1%History
TDGTransDigm Group INCCOM176$222.8K<0.1%History
J P Morgan Exchange Traded F46641Q167ACTIVE VALUE ETF3,449$218.3K<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX2,375$212.2K<0.1%–
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,216$211.4K<0.1%–
KNFKnife River CorpStock2,052$208.6K<0.1%History
DHRDanaher CorpStock907$208.2K<0.1%History
DLRDigital Realty Trust, Inc.COM1,172$207.8K<0.1%History
SMBCSouthern Missouri Bancorp, Inc.COM3,617$207.5K<0.1%History
PWRQuanta Services, Inc.COM653$206.4K<0.1%History
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF1,962$205.8K<0.1%–
WTSWatts Water Technologies IncCL A1,000$203.3K<0.1%History
Vanguard Index FDS922908652EXTEND MKT ETF1,058$201.1K<0.1%–
First Tr Exch Traded FD III33739P855INSTL PFD SECS10,435$195.1K<0.1%–
GFNew Germany Fund IncCOM24,560$191.6K<0.1%History
CLNEClean Energy Fuels Corp.COM10,000$25.1K<0.1%History