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Advised SMSFs favour blue chips in early 2025 trading
SMSF advisers and their investor clients added a broad sweep of blue chip holdings to portfolios in the new year, while non-advised SMSFs instead opted mostly for mining stocks ranging from BHP to Mineral Resources.
Supermarket operator Woolworths, Westpac and miners BHP and Woodside Energy were among the most bought stocks by advised SMSFs in the first month of 2025, according to data from wholesale trading platform AUSIEX.
A sole exchange-traded fund – VanEck’s MSCI International Quality ETF – rounded out the top five as financial advisers encouraged clients to consider the merits of global diversification.
The most sold stocks by advised SMSFs included Westpac, Woolworths, Mineral Resources, sleep device giant ResMed and Telstra.
By contrast, the most bought stocks by non-advised SMSFs were BHP, Fortescue, Woodside, Mineral Resources and Zip Co. The most sold included three of the big four banks, with CBA being a major sell for both advised and non-advised SMSFs in January.
(Note: These were not overall holdings but top-bought and sold individual stocks only.)
ADVISED SMSFs top five buy & sells for January 2025
| Top Buys | Top sells |
| Woolworths | CBA |
| Westpac | Mineral Resources |
| BHP | Resmed |
| Woodside | Westpac |
| VanEck MSCI Int Quality ETF | Telstra |
NON-ADVISED SMSFs
|
Top Buys |
Top sells |
|
BHP |
Westpac |
|
Fortescue |
Fortescue |
|
Woodside |
CBA |
|
Mineral Resources |
ANZ |
|
Zip Co |
BHP |
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