Smi-Advisory-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, "HUBB", null, null, null, null, null, null, null, null, null, null, "IWD", null, "DNP", "IVV", "SPY", "NVDA", "GLD", null, "SPLG", null, "BIV", "VXF", "VV", "VCIT", null, "IWR", null, "VEU", "BND", null, "OLO", null, null, null, "CODX", null ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 43
- Total Value
- 56061818
- Accession Number
- 0001609008-25-000003
- Form Type
- 13F-HR
- Manager Name
- Smi-Advisory-Services
Data Enrichment
40% identified17 identified26 unidentified
Holdings
43 positions • $56.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78464A649)✕ | 3.0K | QoQ NEW(+3.0K) YoY NEW(+3.0K) | All Managers (Combined) | $75.4K | 0.1% ($75.4K/$56.1M) | QoQ NEW(+$75.4K) YoY NEW(+$75.4K) |
| 10.6K | QoQ NEW(+10.6K) YoY NEW(+10.6K) | All Managers (Combined) | $62.2K | 0.1% ($62.2K/$56.1M) | QoQ NEW(+$62.2K) YoY NEW(+$62.2K) | |
| 28.0K | QoQ 0.00% (-0) | All Managers (Combined) | $9.0K | 0.0% ($9.0K/$56.1M) |