SMITH, MOORE & CO.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
561
Quarter
2025 Q4
Top Holding
IVV (5.6%)
Top 10 Concentration
30.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 561
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 5.60% 5.54% #1
Prev: #1
4.2 17 0.0%
P
S
108,101 $74,042,579 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 4.77% 4.70% #2
Prev: #2
3.9 1,341 0.7%
P
S
188,350 $63,148,181 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 3.21% 3.13% #3
Prev: #3
3.3 2,303 1.2%
P
S
200,090 $42,433,114 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XONE
BONDBLOXX ETF T...
ETF 3.00% 2.82% #4 1
Prev: #5
3.2 58,673 7.9%
P
S
799,806 $39,735,434 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.98% 2.98% #5 1
Prev: #4
1.2 -8,009 -5.2%
P
S
144,983 $39,415,145 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 2.73% 2.75% #6 1
Prev: #7
1.1 -386 -0.6%
P
S
59,895 $36,133,502 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 2.65% 2.66% #7 1
Prev: #8
3.1 110 0.1%
P
S
74,169 $35,104,030 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 2.33% 2.75% #8 2
Prev: #6
1.0 -8,797 -16.3%
P
S
45,197 $30,820,658 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 1.94% 1.91% #9
Prev: #9
2.8 3,979 1.9%
P
S
213,726 $25,685,626 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 1.46% 1.42% #10 1
Prev: #11
2.6 1,914 2.2%
P
S
87,953 $19,330,203 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GRNY
TIDAL TRUST I
Unknown 1.44% 1.44% #11 1
Prev: #10
2.6 20,252 2.7%
P
S
771,453 $19,101,176 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.34% 1.29% #12 1
Prev: #13
2.5 869 3.1%
P
S
28,884 $17,743,434 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CGDV
CAPITAL GROUP D...
Unknown 1.33% 1.10% #13 6
Prev: #19
2.6 62,998 18.5%
P
S
404,184 $17,638,604 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 1.31% 1.25% #14
Prev: #14
2.5 6,641 2.4%
P
S
278,444 $17,394,375 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 1.28% 1.23% #15
Prev: #15
2.5 9,663 3.9%
P
S
255,607 $16,870,069 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.20% 1.30% #16 4
Prev: #12
0.5 -5,766 -6.4%
P
S
84,913 $15,836,292 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
ETF 1.17% 1.18% #17 1
Prev: #16
0.5 -532 -0.8%
P
S
62,921 $15,488,675 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOBL
PROSHARES TR
ETF 1.17% 1.17% #18 1
Prev: #17
2.5 74 0.0%
P
S
148,623 $15,467,200 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYLD
PIMCO ETF TR
ETF 1.17% 1.13% #19 1
Prev: #18
2.5 27,089 4.9%
P
S
578,041 $15,422,128 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CGGR
CAPITAL GROUP G...
ETF 1.05% 0.89% #20 3
Prev: #23
2.5 48,551 18.4%
P
S
313,016 $13,919,823 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIE
J P MORGAN EXCH...
ETF 1.05% 1.04% #21
Prev: #21
2.4 6,147 2.1%
P
S
299,656 $13,871,075 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RDVY
FIRST TR EXCHAN...
ETF 1.03% 0.92% #22
Prev: #22
2.4 16,860 9.5%
P
S
195,266 $13,565,143 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.96% 1.07% #23 3
Prev: #20
0.4 -824 -3.0%
P
S
26,269 $12,704,090 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 0.94% 0.46% #24 22
Prev: #46
2.7 33,281 104.5%
P
S
65,140 $12,478,224 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.86% 0.85% #25
Prev: #25
0.3 -27 -0.1%
P
S
18,108 $11,355,999 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XMHQ
INVESCO EXCHANG...
ETF 0.00% 0.87%
Sold All 😨
(Was: #24)
0.3 -108,105 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.22%
Sold All 😨
(Was: #93)
0.3 -112,892 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PBDC
PUTNAM ETF TRUS...
ETF 0.00% 0.10%
Sold All 😨
(Was: #168)
0.3 -41,620 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APD
AIR PRODS & CHE...
Basic Materials 0.00% 0.06%
Sold All 😨
(Was: #246)
0.3 -2,831 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
Technology 0.00% 0.04%
Sold All 😨
(Was: #299)
0.3 -1,768 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGA
REINSURANCE GRP...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #329)
0.3 -2,342 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBMN
ISHARES TR
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #332)
0.3 -16,701 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BUG
GLOBAL X FDS
ETF 0.00% 0.03%
Sold All 😨
(Was: #334)
0.3 -12,573 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #343)
0.3 -15,840 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JSML
JANUS DETROIT S...
ETF 0.00% 0.03%
Sold All 😨
(Was: #346)
0.3 -5,417 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JSMD
JANUS DETROIT S...
ETF 0.00% 0.03%
Sold All 😨
(Was: #356)
0.3 -4,545 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #408)
0.3 -3,298 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.02%
Sold All 😨
(Was: #415)
0.3 -1,189 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #424)
0.3 -1,546 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMG
CHIPOTLE MEXICA...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #449)
0.3 -6,425 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PDP
INVESCO EXCHANG...
ETF 0.00% 0.02%
Sold All 😨
(Was: #451)
0.3 -2,125 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LYV
LIVE NATION ENT...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #462)
0.3 -1,513 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOW
SERVICENOW INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #463)
0.3 -266 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CORT
CORCEPT THERAPE...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #466)
0.3 -2,867 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JMST
J P MORGAN EXCH...
ETF 0.00% 0.02%
Sold All 😨
(Was: #470)
0.3 -4,605 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IRM
IRON MTN INC DE...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #473)
0.3 -2,277 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IDV
ISHARES TR
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #475)
0.3 -6,313 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UPS
UNITED PARCEL S...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #481)
0.3 -2,704 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WMB
WILLIAMS COS IN...
Energy 0.00% 0.02%
Sold All 😨
(Was: #484)
0.3 -3,465 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USFD
US FOODS HLDG C...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #490)
0.3 -2,815 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HODL
VANECK BITCOIN ...
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #491)
0.3 -6,633 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARLP
ALLIANCE RESOUR...
Energy 0.00% 0.02%
Sold All 😨
(Was: #495)
0.3 -8,350 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XYZ
BLOCK INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #496)
0.3 -2,885 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #500)
0.3 -1,191 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TT
TRANE TECHNOLOG...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #502)
0.3 -487 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTUM
ISHARES TR
Bond/Debt 0.00% 0.02%
Sold All 😨
(Was: #504)
0.3 -787 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNI
CANADIAN NATL R...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #505)
0.3 -2,131 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
F
FORD MTR CO
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #511)
0.3 -11,741 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NWL
NEWELL BRANDS I...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #513)
0.3 -20,994 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SANA
SANA BIOTECHNOL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #523)
0.3 -11,250 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 561 holdings

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