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Home News

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.

by Keeli Cambourne
February 20, 2025
in News
Reading Time: 3 mins read
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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.

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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

Tags: InvestmentNewsSuperannuation

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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