Fund HoldingsSMITH, MOORE & CO.

Total Portfolio Value
$757.09M
Total Bought
$45.07M
Total Sold
$43.91M
Net Transaction
+$1.16M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR163,244204,793+41,54926,31331,5054.16%+5,192
SELECT SECTOR SPDR TR
ST STR ENERG ETF
033,786+33,78603,0540.40%+3,054
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
40,06169,098+29,0372,2173,7010.49%+1,484
VANGUARD SPECIALIZED FUNDS82,52294,631+12,10913,40414,7041.94%+1,300
ISHARES TR34,23939,241+5,0029,42210,4381.38%+1,016
KLA CORP(KLAC)02,026+2,02609290.12%+929
PIMCO ETF TR
PREFERRED AND CP
018,766+18,76608580.11%+858
AVERY DENNISON CORP04,540+4,54008290.11%+829
BLACKSTONE SECD LENDING FD(BXSL)050,959+50,95901,3940.18%+1,394
PROLOGIS INC.(PLD)07,274+7,27408160.11%+816
ISHARES TR
HDG MSCI EAFE
027,004+27,00408130.11%+813
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
069,731+69,73101,7510.23%+1,751
TETRA TECH INC NEW(TTEK)04,458+4,45806780.09%+678
VANECK ETF TRUST
BDC INCOME ETF
060,350+60,35009670.13%+967
SCHWAB STRATEGIC TR011,558+11,55808400.11%+840
PACER FDS TR
US CASH COWS 100
278,163281,464+3,30113,31613,9131.84%+597
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
032,935+32,93501,5460.20%+1,546
ABBVIE INC(ABBV)35,42635,876+4504,7735,3480.71%+575
ELI LILLY & CO(LLY)7,6747,724+503,5994,1490.55%+550
ADT INC DEL(ADT)087,210+87,21005230.07%+523
ALPHABET INC(GOOG)25,65127,399+1,7483,0703,5850.47%+515
EXXON MOBIL CORP48,11448,013-1015,1605,6450.75%+485
SCHWAB STRATEGIC TR65,93974,283+8,3444,7895,2560.69%+468
BORGWARNER INC010,888+10,88804400.06%+440
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
027,739+27,73906800.09%+680
PHILLIPS 66(PSX)012,642+12,64201,5190.20%+1,519
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,634+3,63403680.05%+368
CATERPILLAR INC(CAT)10,20610,547+3412,5112,8790.38%+368
DIREXION SHS ETF TR065,610+65,61003160.04%+316
NOVO-NORDISK A S(NVO)03,000+3,00002730.04%+273
CHEVRON CORP NEW(CVX)17,35517,674+3192,7312,9800.39%+250
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
017,906+17,90604740.06%+474
VALERO ENERGY CORP(VLO)07,531+7,53101,0670.14%+1,067
VANGUARD WORLD FDS
ENERGY ETF
01,748+1,74802220.03%+222
DANAHER CORPORATION(DHR)0865+86502150.03%+215
MARATHON PETE CORP(MPC)04,716+4,71607140.09%+714
BLACKSTONE INC(BX)013,705+13,70501,4680.19%+1,468
NVIDIA CORPORATION(NVDA)7,5397,766+2273,1893,3780.45%+189
META PLATFORMS INC(META)8,5708,801+2312,3882,5670.34%+180
DIAMONDBACK ENERGY INC(FANG)06,124+6,12409480.13%+948
EMERSON ELEC CO(EMR)25,39625,461+652,2572,4180.32%+161
NXP SEMICONDUCTORS N V
COM
02,183+2,18304360.06%+436
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
04,467+4,46706580.09%+658
VANECK ETF TRUST
MRNGSTR WDE MOAT
21,81624,633+2,8171,7051,8350.24%+130
EATON VANCE TAX-MANAGED DIVE
COM
011,219+11,21901290.02%+129
VANGUARD INDEX FDS14,39315,431+1,0384,0734,2020.56%+129
SCHLUMBERGER LTD(SLB)012,684+12,68407390.10%+739
NUTRIEN LTD(NTR)010,341+10,34106390.08%+639
CONOCOPHILLIPS(COP)09,419+9,41901,1280.15%+1,128
BERKSHIRE HATHAWAY INC DEL8,5758,672+972,9243,0380.40%+114
HF SINCLAIR CORP(DINO)09,499+9,49905410.07%+541
AMGEN INC(AMGN)04,892+4,89201,3150.17%+1,315
EATON CORP PLC(ETN)06,466+6,46601,3790.18%+1,379
FEDEX CORP(FDX)04,424+4,42401,1720.15%+1,172
VANGUARD WORLD FDS
INF TECH ETF
01,906+1,90607910.10%+791
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
35,70336,514+8111,6581,7580.23%+100
GENERAL ELECTRIC CO(GE)03,581+3,58103960.05%+396
ISHARES TR020,804+20,80401,4410.19%+1,441
AUTOMATIC DATA PROCESSING IN04,631+4,63101,0760.14%+1,076
ENBRIDGE INC(ENB)038,827+38,82701,2890.17%+1,289
HOME DEPOT INC(HD)9,61710,142+5252,9873,0640.40%+77
UNITED STS OIL FD LP(USO)04,174+4,17403380.04%+338
PROSHARES TR
RUSS 2000 DIVD
44,50647,567+3,0612,5042,5650.34%+61
AMERICAN CENTY ETF TR23,91724,496+5791,8561,9090.25%+53
INTERNATIONAL BUSINESS MACHS(IBM)03,798+3,79805330.07%+533
AFLAC INC(AFL)06,738+6,73805170.07%+517
ADVANCED MICRO DEVICES INC(AMD)02,418+2,41802490.03%+249
ONEOK INC NEW(OKE)015,915+15,91501,0090.13%+1,009
ALPS ETF TR
EQUAL SEC ETF
09,950+9,95009980.13%+998
INTEL CORP(INTC)030,953+30,95301,1000.15%+1,100
ISHARES TR02,582+2,58205180.07%+518
UBER TECHNOLOGIES INC(UBER)08,057+8,05703710.05%+371
MPLX LP(MPLX)028,035+28,03509970.13%+997
COSTCO WHSL CORP NEW(COST)0875+87504940.07%+494
ALPS ETF TR
ALERIAN MLP
011,992+11,99205060.07%+506
COMCAST CORP NEW(CCZ)026,600+26,60001,1790.16%+1,179
BELLRING BRANDS INC(BRBR)08,566+8,56603530.05%+353
NATIONAL FUEL GAS CO(NFG)020,624+20,62401,0710.14%+1,071
UNION PAC CORP(UNP)12,54512,748+2032,5672,5960.34%+29
WISDOMTREE TR(WT)180,568187,980+7,4127,2537,2820.96%+29
OCCIDENTAL PETE CORP(OXY)04,315+4,31502800.04%+280
LEGG MASON ETF INVT
FRANKLIN INTL LW
08,555+8,55502330.03%+233
PHILIP MORRIS INTL INC(PM)08,780+8,78008130.11%+813
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
34,24734,749+5021,7291,7500.23%+21
FIRST TR MORNINGSTAR DIVID L025,768+25,76808620.11%+862
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
07,188+7,18803400.04%+340
VANGUARD INDEX FDS17,41118,069+6582,4742,4920.33%+18
SHELL PLC(SHEL)04,315+4,31502780.04%+278
ISHARES TR06,077+6,07706540.09%+654
BERKSHIRE HATHAWAY INC DEL01+105310.07%+531
3M CO(MMM)011,112+11,11201,0240.14%+1,024
EQRX INC035,000+35,0000780.01%+78
SPDR INDEX SHS FDS
ST MARKE CAP ETF
016,559+16,55908860.12%+886
M & T BK CORP(MTB)03,644+3,64404610.06%+461
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
07,039+7,03903310.04%+331
SOUTHWESTERN ENERGY CO015,500+15,50001000.01%+100
METLIFE INC(MET)04,935+4,93503100.04%+310
FIRST TR EXCHANGE-TRADED FD011,592+11,59208530.11%+853
SPDR SER TR
ST SHOR CORP ETF
027,838+27,83808160.11%+816
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
09,869+9,86907490.10%+749
Page 1 of 1