Notify me when SMITH, MOORE & CO. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 523 | $1,305,697,273 | +$68,103,513 | -$39,972,806 | +$28,130,707 | IVV, VTI, IVE, AAPL, XONE | 13F-HR | 12 Nov 2025, 17:15 |
| Q2 2025 | 512 | $1,190,318,116 | +$98,766,527 | -$60,203,069 | +$38,563,458 | IVV, VTI, IVE, MDY, SPY | 13F-HR | 13 Aug 2025, 12:12 |
| Q1 2025 | 480 | $1,079,991,165 | +$49,191,679 | -$35,492,374 | +$13,699,305 | IVV, VTI, IVE, AAPL, MDY | 13F-HR | 14 May 2025, 18:01 |
| Q4 2024 | 481 | $1,094,196,681 | +$99,828,472 | -$38,640,779 | +$61,187,693 | IVV, VTI, AAPL, IVE, MDY | 13F-HR | 12 Feb 2025, 18:33 |
| Q3 2024 | 467 | $1,047,247,519 | +$53,172,333 | -$37,349,673 | +$15,822,660 | IVV, VTI, IVE, AAPL, MDY | 13F-HR | 12 Nov 2024, 16:28 |
| Q2 2024 | 442 | $969,686,241 | +$52,767,039 | -$20,804,135 | +$31,962,904 | IVV, VTI, IVE, AAPL, MDY | 13F-HR | 14 Aug 2024, 16:30 |
| Q1 2024 | 428 | $938,484,622 | +$72,253,739 | -$33,747,180 | +$38,506,559 | IVV, VTI, IVE, MDY, AAPL | 13F-HR | 10 May 2024, 17:33 |
| Q4 2023 | 409 | $848,219,889 | +$84,413,974 | -$65,979,310 | +$18,434,664 | IVV, VTI, IVE, AAPL, MDY | 13F-HR | 13 Feb 2024, 12:49 |
| Q3 2023 | 408 | $757,087,433 | +$36,964,627 | -$32,978,732 | +$3,985,895 | IVV, VTI, IVE, AAPL, MDY | Restatement | 14 Nov 2023, 18:43 |
| Q2 2023 | 395 | $784,952,513 | +$61,695,419 | -$31,087,624 | +$30,607,795 | IVV, VTI, AAPL, MDY, IVE | 13F-HR | 11 Aug 2023, 15:24 |
| Q1 2023 | 387 | $735,615,113 | +$22,247,609 | -$27,443,078 | -$5,195,469 | IVV, VTI, MDY, AAPL, USMV | 13F-HR | 12 May 2023, 17:15 |
| Q4 2022 | 375 | $720,254,847 | +$38,634,588 | -$15,567,731 | +$23,066,857 | IVV, VTI, MDY, USMV, IJH | 13F-HR | 13 Feb 2023, 15:37 |
| Q3 2022 | 376 | $658,395,289 | +$85,455,824 | -$17,442,488 | +$68,013,336 | IVV, VTI, MDY, AAPL, IJH | 13F-HR | 14 Nov 2022, 09:41 |
| Q2 2022 | 394 | $648,387,000 | +$45,039,302 | -$17,610,344 | +$27,428,958 | VTI, IVV, MDY, AAPL, IJR | 13F-HR | 12 Aug 2022, 11:53 |
| Q1 2022 | 417 | $732,719,000 | +$57,563,616 | -$6,973,309 | +$50,590,307 | VTI, IVV, MDY, AAPL, IJR | 13F-HR | 12 May 2022, 09:16 |
| Q4 2021 | 423 | $719,998,000 | +$30,206,028 | -$8,082,550 | +$22,123,478 | VTI, IVV, MDY, AAPL, IJR | 13F-HR | 08 Feb 2022, 09:15 |
| Q3 2021 | 416 | $655,435,000 | +$36,884,336 | -$29,325,676 | +$7,558,660 | VTI, IVV, MDY, IJR, AAPL | 13F-HR | 12 Nov 2021, 10:13 |
| Q2 2021 | 407 | $663,738,000 | +$34,219,543 | -$21,891,866 | +$12,327,677 | VTI, IVV, MDY, IJR, AAPL | 13F-HR | 10 Aug 2021, 15:50 |
| Q1 2021 | 392 | $618,024,000 | +$65,934,372 | -$19,627,539 | +$46,306,833 | VTI, MDY, IVV, IJR, IVE | 13F-HR | 14 May 2021, 08:32 |
| Q4 2020 | 345 | $534,797,071 | +$37,289,818 | -$36,444,696 | +$845,122 | VTI, MDY, IVV, AAPL, IJR | 13F-HR | 16 Feb 2021, 10:46 |
| Q3 2020 | 324 | $479,757,584 | +$50,390,949 | -$27,982,981 | +$22,407,968 | VTI, IVV, MDY, AAPL, USMV | 13F-HR | 12 Nov 2020, 10:17 |
| Q2 2020 | 317 | $452,699,000 | +$33,590,502 | -$14,451,187 | +$19,139,315 | VTI, USMV, IVV, MDY, IVE | 13F-HR | 10 Aug 2020, 13:43 |
| Q1 2020 | 297 | $379,226,000 | +$24,528,435 | -$12,507,962 | +$12,020,473 | VTI, USMV, MDY, IVV, IVE | 13F-HR | 15 May 2020, 10:22 |
| Q4 2019 | 318 | $481,172,470 | +$14,197,697 | -$12,135,044 | +$2,062,653 | VTI, MDY, USMV, IVE, IVV | 13F-HR | 07 Feb 2020, 16:10 |
| Q3 2019 | 315 | $452,011,000 | +$24,172,247 | -$12,376,735 | +$11,795,512 | VTI, MDY, IVE, USMV, IVV | 13F-HR | 07 Nov 2019, 08:00 |
| Q2 2019 | 318 | $444,685,000 | +$33,811,606 | -$9,333,464 | +$24,478,142 | VTI, MDY, IVE, IVV, IJR | 13F-HR | 15 Aug 2019, 17:21 |
| Q1 2019 | 316 | $420,098,000 | +$36,983,368 | -$17,321,022 | +$19,662,346 | VTI, MDY, IVE, IVV, IJR | 13F-HR | 07 May 2019, 13:00 |
| Q4 2018 | 321 | $367,959,000 | +$22,777,022 | -$19,421,466 | +$3,355,556 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 15 Feb 2019, 08:31 |
| Q3 2018 | 350 | $429,604,000 | +$24,090,442 | -$3,947,929 | +$20,142,513 | VTI, MDY, IJR, IVE, IVV | 13F-HR | 15 Nov 2018, 14:49 |
| Q2 2018 | 338 | $398,007,275 | +$36,711,144 | -$3,597,371 | +$33,113,773 | VTI, MDY, IJR, IVE, IVV | 13F-HR | 14 Aug 2018, 15:33 |
| Q1 2018 | 323 | $372,654,237 | +$23,313,034 | -$7,154,715 | +$16,158,319 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 14 May 2018, 08:59 |
| Q4 2017 | 303 | $370,378,572 | +$19,646,503 | -$9,061,501 | +$10,585,002 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 09 Feb 2018, 15:54 |
| Q3 2017 | 306 | $351,589,000 | +$48,405,569 | -$1,609,333 | +$46,796,236 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 02 Nov 2017, 13:29 |
| Q2 2017 | 242 | $297,964,000 | +$22,745,067 | -$3,274,918 | +$19,470,149 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 11 Aug 2017, 09:32 |
| Q1 2017 | 235 | $278,700,000 | +$21,062,351 | -$6,552,520 | +$14,509,831 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 08 May 2017, 14:05 |
| Q4 2016 | 222 | $262,357,000 | +$15,460,167 | -$2,089,213 | +$13,370,954 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 02 Feb 2017, 10:23 |
| Q3 2016 | 207 | $244,824,595 | +$9,400,339 | -$5,928,900 | +$3,471,439 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 14 Nov 2016, 13:11 |
| Q2 2016 | 206 | $238,013,370 | +$25,888,625 | -$16,435,328 | +$9,453,297 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 10 Aug 2016, 08:50 |
| Q1 2016 | 188 | $230,179,000 | +$36,289,774 | -$3,756,984 | +$32,532,790 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 12 May 2016, 09:23 |
| Q4 2015 | 175 | $201,151,000 | +$29,912,230 | -$10,804,810 | +$19,107,420 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 12 Feb 2016, 10:29 |
| Q3 2015 | 163 | $180,278,000 | +$9,004,241 | -$2,922,054 | +$6,082,187 | VTI, MDY, IVE, IJR, IVV | Restatement | 14 Oct 2015, 17:25 |
| Q2 2015 | 170 | $196,597,000 | +$14,581,878 | -$2,214,937 | +$12,366,941 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 31 Jul 2015, 12:34 |
| Q1 2015 | 168 | $189,337,000 | +$10,117,474 | -$4,739,589 | +$5,377,885 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 08 May 2015, 09:52 |
| Q4 2014 | 170 | $187,054,579 | +$10,506,146 | -$3,217,751 | +$7,288,395 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 10 Feb 2015, 14:12 |
| Q3 2014 | 159 | $178,454,000 | +$25,158,539 | -$2,144,249 | +$23,014,290 | VTI, MDY, IVE, IVV, IJR | 13F-HR | 07 Nov 2014, 09:40 |
| Q2 2014 | 146 | $164,930,000 | +$5,653,165 | -$9,449,681 | -$3,796,516 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 24 Jul 2014, 14:57 |
| Q1 2014 | 147 | $166,909,000 | +$10,468,013 | -$2,926,348 | +$7,541,665 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 01 May 2014, 16:34 |
| Q4 2013 | 136 | $159,214,328 | $0 | VTI, MDY, IVE, IJR, IVV | 13F-HR | 10 Feb 2014, 08:55 |