Smith, Moore & Co.

CIK Number: 0000200724

1.08B
Market Value
455
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
614.96
+0.82% 110.06K +1.03% 64.79M 318.77 5.92%
2 VTI Vanguard Total ...
302.04
+0.90% 184.87K -0.51% 53.58M 120.61 4.90%
3 AAPL Apple Inc.
201.21
-0.18% 169.88K +2.92% 42.54M 66.81 3.89%
4 IVE iShares S&P 500...
193.80
+0.67% 198.73K -3.03% 37.93M 119.21 3.47%
5 MDY SPDR S&P MIDCAP...
565.37
+1.38% 60.37K -0.4% 34.39M 293.72 3.14%
6 SPY SPDR S&P 500 ET...
611.96
+0.80% 52.44K +1.40% 30.73M 311.44 2.81%
7 IWF iShares Russell...
419.42
+0.96% 67.32K +8.14% 27.03M 267.44 2.47%
8 IJR iShares Core S&...
109.20
+1.52% 205.32K +1.61% 23.66M 70.49 2.16%
9 COWZ Pacer US Cash C...
54.78
+0.81% 312.8K -8.35% 17.67M 44.88 1.61%
10 VIG Vanguard Divide...
203.59
+0.62% 88.69K -3.64% 17.37M 136.63 1.59%
11 NOBL ProShares S&P 5...
99.88
+0.71% 148.12K +1.43% 14.75M 73.48 1.35%
12 IJH iShares Core S&...
61.88
+1.38% 235.77K +4.39% 14.69M 44.61 1.34%
13 JPIE JPMorgan Income...
46.28
+0.16% 320.18K +10.82% 14.61M 45.3 1.33%
14 IWM iShares Russell...
215.50
+1.67% 64.28K +1.71% 14.2M 155.45 1.30%
15 QQQ Invesco QQQ Tru...
546.29
+0.95% 25.63K +0.96% 13.1M 355.04 1.20%
16 VEA Vanguard Develo...
56.48
+1.10% 265.51K +0.64% 12.7M 43.23 1.16%
17 NVDA NVIDIA Corporat...
155.10
+0.51% 90.41K +9.36% 12.14M 39.79 1.11%
18 MSFT Microsoft Corpo...
497.50
+1.06% 27.14K +1.30% 11.44M 312.56 1.05%
19 JAAA Janus Henderson...
50.72
+0.12% 223.82K +1.03K% 11.35M 50.7 1.04%
20 GRNY Tidal Trust III...
22.36
+0.88% 516.63K +100.00% 10.31M 19.96 0.94%
21 XMHQ Invesco S&P Mid...
97.72
+1.18% 99.84K +3.77% 9.83M 97.45 0.90%
22 VOO Vanguard 500 In...
564.28
+0.81% 18.02K +20.20% 9.71M 323.62 0.89%
23 AMZN Amazon.com, Inc...
217.26
+2.49% 40.23K -4.18% 8.83M 94.79 0.81%
24 CGDV Capital Group D...
39.30
+1.00% 249.95K +22.65% 8.81M 32.05 0.81%
25 CGGR Capital Group G...
40.17
+1.04% 220.48K +21.60% 8.2M 31.71 0.75%
26 VIGI Vanguard Intern...
89.36
+1.32% 99.82K +1.10% 7.98M 64.25 0.73%
27 VWO Vanguard Emergi...
49.45
+0.69% 178.16K +1.40% 7.85M 41.87 0.72%
28 AVUV Avantis U.S. Sm...
90.91
+1.61% 75.86K -32.88% 7.32M 87.31 0.67%
29 DGRW WisdomTree U.S....
82.94
+0.62% 85.61K +7.93% 6.93M 76.81 0.63%
30 CGUS Capital Group C...
36.69
+1.00% 193.59K -0.57% 6.77M 27.81 0.62%
31 REGL ProShares S&P M...
81.69
+1.36% 77.72K +2.10% 6.27M 64.96 0.57%
32 SCHD Schwab U.S. Div...
26.39
+0.71% 225.47K +198.28% 6.16M 24.51 0.56%
33 IWC iShares Micro-C...
127.66
+1.80% 45.98K +0.79% 5.99M 84.27 0.55%
34 VUG Vanguard Growth...
433.78
+0.82% 14.18K +3.35% 5.82M 278.59 0.53%
35 HEQT Simplify Hedged...
29.98
+0.15% 197.1K -1.84% 5.81M 24.83 0.53%
36 LLY Eli Lilly and C...
795.71
+0.43% 7.5K -9.46% 5.79M 295.59 0.53%
37 WMT Walmart Inc.
96.16
-1.13% 64.06K +2.40% 5.79M 39.16 0.53%
38 RSP Invesco S&P 500...
180.32
+0.81% 32.77K +1.05% 5.74M 119.31 0.52%
39 IEMG iShares Core MS...
59.96
+0.69% 109.18K +1.86% 5.7M 55.67 0.52%
40 JGRO Jpmorgan Active...
85.01
+1.03% 70.15K +1.57K% 5.68M 80.45 0.52%
41 META Meta Platforms,...
726.45
+2.51% 9.49K +0.43% 5.56M 200.89 0.51%
42 RDVY First Trust Ris...
62.10
+0.66% 93.38K +429.07% 5.52M 57.71 0.50%
43 DGRO iShares Core Di...
63.44
+0.69% 88.62K +2.52% 5.44M 51.26 0.50%
44 GOOGL Alphabet Inc.
173.50
+1.65% 28.6K +0.42% 5.41M 78.53 0.49%
45 ABBV AbbVie Inc.
186.97
+0.85% 30.25K +0.29% 5.38M 76.88 0.49%
46 PG The Procter & G...
158.66
-0.19% 30.71K -0.54% 5.15M 119.24 0.47%
47 AVDV Avantis Interna...
78.47
+1.83% 75.51K +4.56% 4.91M 64.18 0.45%
48 TSLA Tesla, Inc.
326.14
-0.43% 11.88K -8.95% 4.8M 85.67 0.44%
49 XOM Exxon Mobil Cor...
110.07
+1.57% 44.5K +12.81% 4.79M 80.29 0.44%
50 MOAT VanEck Mornings...
93.14
+0.82% 49.72K +7.98% 4.61M 80.27 0.42%
51 CGGO Capital Group G...
31.91
+1.08% 157.11K +100.00% 4.59M 29.22 0.42%
52 IHDG WisdomTree Inte...
44.61
+0.72% 104.24K -8.68% 4.53M 40.63 0.41%
53 XSMO Invesco S&P Sma...
67.74
+1.36% 66.9K -2.75% 4.42M 56.95 0.40%
54 VO Vanguard Mid Ca...
277.93
+0.78% 16.72K -6.1% 4.42M 168.39 0.40%
55 ITW Illinois Tool W...
246.95
+0.51% 17.21K +0.68% 4.36M 128.08 0.40%
56 DGS WisdomTree Emer...
54.95
+0.99% 86.29K +2.00% 4.22M 44.86 0.39%
57 JPM JPMorgan Chase ...
288.83
+1.68% 17.4K -3.39% 4.17M 100.46 0.38%
58 BRK-B Berkshire Hatha...
485.71
-0.1% 9.1K -4.3% 4.12M 268.02 0.38%
59 CAT Caterpillar Inc...
382.01
+2.81% 11.28K +1.47% 4.09M 174.64 0.37%
60 SGOV iShares 0-3 Mon...
100.66
+0.01% 40.18K -66.2% 4.03M 100.55 0.37%
61 BIL SPDR Bloomberg ...
91.69
+0.02% 43.65K -11.33% 3.99M 91.66 0.36%
62 AIRR First Trust RBA...
80.58
+1.56% 50.93K +1.34K% 3.92M 76.88 0.36%
63 XMMO Invesco S&P Mid...
127.69
+1.44% 31.32K +1.86% 3.87M 120.39 0.35%
64 JEPI JPMorgan Equity...
56.44
+0.13% 64.05K +2.47% 3.68M 56.06 0.34%
65 IWD iShares Russell...
192.93
+0.76% 19.67K -1.45% 3.64M 118.68 0.33%
66 SMDV ProShares Russe...
65.44
+1.73% 53.49K +0.43% 3.62M 60.31 0.33%
67 GDX VanEck Gold Min...
52.55
+1.22% 105.87K +1.84% 3.59M 29.98 0.33%
68 AGG iShares Core U....
99.08
+0.28% 35.32K +11.69% 3.42M 103.23 0.31%
69 JEPQ JPMorgan Nasdaq...
54.14
+0.45% 60.14K +9.46% 3.39M 50.45 0.31%
70 JNJ Johnson & Johns...
152.17
-0.07% 23.4K -2.87% 3.38M 123.79 0.31%
71 SCHH Schwab U.S. REI...
20.98
-0.07% 160.5K +4.31% 3.38M 22.28 0.31%
72 GLD SPDR Gold Share...
306.79
-0.11% 13.32K +2.95% 3.22M 135.11 0.29%
73 V Visa Inc.
346.26
+0.29% 9.87K -1.78% 3.12M 144.04 0.28%
74 ETN Eaton Corporati...
348.68
+1.85% 9.06K +3.74% 3.01M 141.03 0.28%
75 UNP Union Pacific C...
229.69
+1.27% 13.1K +2.62% 2.99M 191.59 0.27%
76 VGT Vanguard Inform...
656.89
+0.75% 4.79K +12.11% 2.98M 492.47 0.27%
77 QQQM Invesco NASDAQ ...
224.86
+0.96% 14.11K +9.83% 2.97M 172.84 0.27%
78 HD The Home Depot,...
363.71
+0.51% 7.62K -1.82% 2.96M 168.06 0.27%
79 EMR Emerson Electri...
132.87
+2.65% 23.66K +1.82% 2.93M 67.59 0.27%
80 ABT Abbott Laborato...
133.70
-2.69% 25.44K -4.37% 2.88M 54.16 0.26%
81 CGBL Capital Group C...
33.33
+0.80% 91.21K +216.81% 2.85M 30.73 0.26%
82 TFLO iShares Treasur...
50.62
0.00% 56.37K +17.53% 2.84M 50.46 0.26%
83 GDXJ VanEck Junior G...
67.73
+1.42% 66.28K +0.48% 2.83M 43.13 0.26%
84 RWR SPDR Dow Jones ...
95.85
+0.24% 28.37K +0.10% 2.81M 82.89 0.26%
85 VB Vanguard Small ...
237.05
+1.40% 11.66K -4.25% 2.8M 168.98 0.26%
86 SPYI Neos S&P 500(R)...
50.09
+0.45% 54.85K +10.25% 2.79M 50.47 0.25%
87 PYLD PIMCO ETF Trust...
26.50
+0.17% 107.26K +100.00% 2.78M 25.92 0.25%
88 CVX Chevron Corpora...
144.42
+0.83% 18.84K +2.98% 2.73M 115.29 0.25%
89 IBDR iShares iBonds ...
24.23
+0.08% 111.48K +18.83% 2.68M 23.87 0.25%
90 ORCL Oracle Corporat...
213.02
+1.09% 16.03K -2.61% 2.67M 79.68 0.24%
91 IBDQ iShares iBonds ...
25.15
+0.04% 105.32K +18.24% 2.64M 24.8 0.24%
92 SCHB Schwab U.S. Bro...
23.61
+0.92% 115.12K +192.19% 2.61M 11.54 0.24%
93 PEP PepsiCo, Inc.
128.20
+0.14% 17.03K -3.62% 2.59M 124.13 0.24%
94 IWB iShares Russell...
336.34
+0.86% 7.93K -1.31% 2.56M 175.74 0.23%
95 GOOG Alphabet Inc.
174.38
+1.69% 13.13K +1.79% 2.5M 83.18 0.23%
96 IWR iShares Russell...
91.43
+0.95% 28.11K +0.92% 2.49M 70.59 0.23%
97 BRBR BellRing Brands...
57.23
-2.59% 32.62K -5.89% 2.46M 52.5 0.22%
98 VTV Vanguard Value ...
176.23
+0.72% 14.25K -3.3% 2.41M 143.71 0.22%
99 MRK Merck & Co., In...
78.92
-0.94% 22.62K +2.19% 2.25M 80.17 0.21%
100 MA Mastercard Inco...
546.24
-0.63% 4.27K +7.55% 2.25M 323.56 0.21%
101 PFFA Virtus InfraCap...
20.82
+0.02% 102.39K +9.99% 2.24M 21.19 0.20%
102 SLV iShares Silver ...
33.34
+0.98% 84.9K -0.22% 2.24M 18.95 0.20%
103 IBDS iShares iBonds ...
24.26
+0.21% 93.26K +26.54% 2.23M 23.82 0.20%
104 BX Blackstone Inc.
148.20
+3.22% 12.63K -4.24% 2.18M 58.57 0.20%
105 KO The Coca-Cola C...
69.48
-0.21% 34.36K -4.39% 2.14M 50.49 0.20%
106 DIVO Amplify CWP Enh...
42.23
+0.73% 52.58K +9.72% 2.13M 37.04 0.19%
107 FV First Trust Dor...
58.63
+1.09% 35.24K +1.73% 2.08M 32.86 0.19%
108 DUK Duke Energy Cor...
116.38
+0.37% 19.04K +3.00% 2.05M 84.09 0.19%
109 MOTE VanEck Mornings...
27.43
0.00% 72.82K +0.71% 2.05M 21.93 0.19%
110 HON Honeywell Inter...
226.44
+2.10% 8.99K +3.12% 2.03M 162.84 0.19%
111 USMV iShares MSCI US...
92.69
+0.37% 22.64K -22.26% 2.01M 58.84 0.18%
112 EPD Enterprise Prod...
31.09
+1.11% 63.55K -1.95% 1.99M 26.51 0.18%
113 DIM WisdomTree Inte...
74.38
+1.30% 31.88K -0.95% 1.94M 60.08 0.18%
114 DIS The Walt Disney...
121.64
+1.86% 17.13K -1.19% 1.91M 106.17 0.17%
115 ENB Enbridge Inc.
45.10
+1.41% 44.09K +0.91% 1.87M 37.15 0.17%
116 AVGO Broadcom Inc.
270.21
+2.10% 8.02K -1.52% 1.86M 57.43 0.17%
117 NFLX Netflix, Inc.
1306.80
+2.47% 2.07K -3.5% 1.84M 389.08 0.17%
118 FBND Fidelity Total ...
45.88
+0.34% 40.86K +22.66% 1.83M 45.12 0.17%
119 IGM iShares Expande...
111.17
+1.10% 17.92K -0.83% 1.83M 37.36 0.17%
120 DLS WisdomTree Inte...
74.06
+1.58% 28.22K -1.01% 1.78M 64.33 0.16%
121 AMGN Amgen Inc.
279.05
-0.47% 6.76K -10.88% 1.76M 257.99 0.16%
122 VZ Verizon Communi...
42.13
+0.01% 43.82K -8.09% 1.75M 51.01 0.16%
123 SO The Southern Co...
90.25
-0.16% 20.9K +3.10% 1.72M 52.2 0.16%
124 IBIT iShares Bitcoin...
61.19
-0.15% 31.61K +40.05% 1.68M 43.22 0.15%
125 DIA SPDR Dow Jones ...
434.02
+0.97% 3.88K +1.46% 1.65M 299.27 0.15%
126 SCHG Schwab U.S. Lar...
28.88
+0.87% 58.95K +166.54% 1.63M 19.95 0.15%
127 BMY Bristol-Myers S...
46.69
+0.01% 28.88K -3.21% 1.63M 61.35 0.15%
128 SCHM Schwab U.S. Mid...
27.86
+1.18% 58.21K +196.97% 1.61M 19.96 0.15%
129 T AT&T Inc.
28.04
+0.41% 70.64K -8.19% 1.61M 25.59 0.15%
130 SPEM SPDR Portfolio ...
42.67
+0.85% 41.43K 0.00% 1.59M 35.18 0.15%
131 IDEV iShares Core MS...
75.30
+1.22% 24.34K -0.86% 1.57M 50.36 0.14%
132 EEM iShares MSCI Em...
48.28
+0.67% 37.15K -2.23% 1.55M 41.64 0.14%
133 CIBR First Trust NAS...
74.98
+0.74% 24.18K +1.81% 1.53M 34.41 0.14%
134 MCD McDonald's Corp...
285.78
+0.08% 5.26K -0.02% 1.53M 169.23 0.14%
135 FDL First Trust Mor...
41.76
-0.25% 37.87K +3.44% 1.52M 35.49 0.14%
136 VCIT Vanguard Interm...
82.66
+0.30% 18.88K -10.94% 1.52M 86.08 0.14%
137 XLE Energy Select S...
85.73
+1.41% 17.57K -1.42% 1.5M 79.91 0.14%
138 VFLO VictoryShares F...
35.17
+0.87% 43.15K +94.19% 1.47M 32.47 0.13%
139 BKDV BNY Mellon Dyna...
26.41
+0.86% 59.07K +100.00% 1.45M 24.62 0.13%
140 FDX FedEx Corporati...
221.09
-0.41% 5.12K -0.62% 1.44M 215.35 0.13%
141 ELV Elevance Health...
373.41
-0.12% 3.9K -0.79% 1.44M 139.68 0.13%
142 XLV Health Care Sel...
134.22
+0.24% 10.42K +2.69% 1.43M 108.26 0.13%
143 FI Fiserv, Inc.
171.40
+0.61% 6.94K +2.29% 1.42M 122.1 0.13%
144 OKE ONEOK, Inc.
81.22
+1.28% 13.89K -4.66% 1.39M 38.66 0.13%
145 EFA iShares MSCI EA...
88.55
+1.13% 18.23K +2.47% 1.38M 66.14 0.13%
146 MMM 3M Company
150.88
+2.12% 10.5K +7.81% 1.36M 126.13 0.12%
147 SPLG SPDR Portfolio ...
72.20
+0.80% 19.56K +0.03% 1.35M 33.56 0.12%
148 EQL ALPS Equal Sect...
43.50
+0.65% 10.65K +4.41% 1.33M 99.67 0.12%
149 IBDT iShares iBonds ...
25.39
+0.15% 53.44K +200.47% 1.33M 24.94 0.12%
150 VYM Vanguard High D...
132.15
+0.88% 10.37K +1.95% 1.32M 106 0.12%