Smartleaf Asset Management LLC Purchases in Q3 2024

Smartleaf Asset Management LLC

  • $824 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
860
+ 20.82%
$801.83 - $917.05 $690K - $789K
4.99K $4.42B
MCD
Mcdonalds Corp

Consumer Cyclical
1.81K
+ 26.06%
$245.82 - $304.51 $445K - $551K
8.76K $2.66B
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
4.65K
New
$169.12 - $184.42 $786K - $858K
4.65K $855M
NOW
Service Now, Inc.

Technology
667
+ 30.13%
$730.87 - $937.36 $487K - $625K
2.88K $2.54B
Dimensional ETF Trust
7.08K
+ 6.49%
N/A
116K $7.33B
TMO
Thermo Fisher Scientific Inc.

Healthcare
907
+ 23.9%
$531.86 - $624.21 $482K - $566K
4.7K $2.89B
KO
Coca Cola CO

Consumer Defensive
8.24K
+ 33.35%
$62.69 - $73.01 $516K - $601K
32.9K $2.36B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.4K
+ 5.69%
$31.05 - $34.29 $353K - $390K
211K $7.22B
Linde PLC
1.35K
+ 42.6%
N/A
4.51K $2.16B
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.25K
+ 11.75%
$54.98 - $59.51 $508K - $550K
87.9K $5.22B
BLK
Black Rock Inc.

Financial Services
545
+ 46.82%
$782.27 - $949.51 $426K - $517K
1.71K $1.62B
AMD
Advanced Micro Devices Inc

Technology
4.05K
+ 50.44%
$128.67 - $183.96 $521K - $746K
12.1K $1.99B
ABT
Abbott Laboratories

Healthcare
5.21K
+ 36.74%
$100.07 - $118.13 $521K - $615K
19.4K $2.18B
GS
Goldman Sachs Group Inc

Financial Services
1.05K
+ 37.01%
$459.02 - $510.25 $481K - $535K
3.88K $1.93B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.63K
+ 477.6%
$147.95 - $191.05 $536K - $693K
4.38K $780M
TMUS
T Mobile Us, Inc.

Communication Services
2.61K
+ 66.1%
$175.14 - $206.36 $456K - $538K
6.55K $1.34B
AXP
American Express CO

Financial Services
1.75K
+ 48.3%
$225.92 - $271.17 $394K - $473K
5.36K $1.45B
CSCO
Cisco Systems, Inc.

Technology
9.23K
+ 37.46%
$44.74 - $53.22 $413K - $491K
33.9K $1.8B
BAC
Bank Of America Corp

Financial Services
15.6K
+ 45.05%
$36.65 - $44.13 $571K - $687K
50.2K $1.98B
NEE
Nextera Energy Inc

Utilities
4.87K
+ 26.9%
$69.9 - $84.97 $341K - $414K
23K $1.94B
LOW
Lowes Companies Inc

Consumer Cyclical
1.52K
+ 35.89%
$213.3 - $270.78 $325K - $412K
5.76K $1.54B
CRM
Salesforce, Inc.

Technology
1.74K
+ 33.2%
$238.42 - $276.53 $416K - $482K
6.99K $1.93B
VTV
Vanguard Value ETF

ETFs
2.34K
+ 16.72%
$159.75 - $174.57 $374K - $408K
16.3K $2.84B
CAT
Caterpillar Inc

Industrials
1.09K
+ 39.31%
$316.8 - $391.12 $345K - $426K
3.86K $1.51B
SAP
Sap Se

Technology
2.43K
+ 142.66%
$197.21 - $231.0 $479K - $561K
4.13K $942M
TJX
Tjx Companies Inc

Consumer Cyclical
4.18K
+ 34.93%
$107.93 - $120.23 $451K - $503K
16.1K $1.9B
ETN
Eaton Corp PLC

Industrials
1.52K
+ 29.76%
$272.52 - $333.02 $414K - $506K
6.62K $2.18B
SPGI
S&P Global Inc.

Financial Services
819
+ 35.45%
$446.32 - $527.38 $366K - $432K
3.13K $1.6B
UNP
Union Pacific Corp

Industrials
1.83K
+ 33.14%
$221.78 - $256.09 $405K - $468K
7.34K $1.79B
GE
General Electric CO

Industrials
2.62K
+ 96.9%
$156.66 - $189.66 $411K - $497K
5.33K $988M
ISRG
Intuitive Surgical Inc

Healthcare
983
+ 41.37%
$416.14 - $494.01 $409K - $486K
3.36K $1.61B
T
At&T Inc.

Communication Services
16.7K
+ 29.02%
$18.21 - $22.28 $305K - $373K
74.4K $1.63B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.51K
+ 18.36%
$156.14 - $187.2 $236K - $283K
9.76K $1.79B
GIS
General Mills Inc

Consumer Defensive
5.72K
+ 58.63%
$62.5 - $75.15 $357K - $430K
15.5K $1.15B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
9.2K
+ 10.2%
$39.37 - $41.68 $362K - $384K
99.4K $4.12B
XOM
Exxon Mobil Corp

Energy
4.36K
+ 17.77%
$109.72 - $119.0 $478K - $518K
28.9K $3.34B
CVX
Chevron Corp

Energy
4.62K
+ 33.86%
$137.88 - $161.97 $637K - $749K
18.3K $2.66B
FISV
Fiserv Inc

Technology
1.95K
+ 32.81%
N/A
7.88K $1.41B
DHR
Danaher Corp

Healthcare
1.42K
+ 26.16%
$239.25 - $280.76 $340K - $399K
6.85K $1.89B
RTX
Raytheon Technologies Corp

Industrials
3.41K
+ 71.67%
$99.55 - $123.34 $340K - $421K
8.18K $984M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.75K
+ 12.25%
$59.25 - $65.33 $282K - $311K
43.6K $2.82B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.71K
+ 6.99%
$77.02 - $85.06 $209K - $231K
41.5K $3.49B
ADBE
Adobe Inc.

Technology
1.14K
+ 38.58%
$508.13 - $586.55 $580K - $670K
4.1K $2.11B
ANET
Arista Networks, Inc.

Technology
1.18K
+ 114.62%
$311.42 - $388.21 $366K - $457K
2.2K $838M
AMGN
Amgen Inc

Healthcare
1.39K
+ 45.54%
$309.38 - $337.38 $430K - $469K
4.44K $1.43B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.1K
+ 13.14%
$66.31 - $74.08 $272K - $304K
35.3K $2.6B
CMCSA
Comcast Corp

Communication Services
9.16K
+ 33.99%
$37.33 - $41.78 $342K - $383K
36.1K $1.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.12K
+ 15.96%
$162.64 - $179.3 $345K - $380K
15.4K $2.75B
SO
Southern CO

Utilities
3.3K
+ 23.47%
$77.0 - $90.52 $254K - $298K
17.3K $1.56B
Activity Summary
Buys All Purchases 2209 New Holdings 290 Increased Positions 1919 Sells All Sells 449 Reductions 449 Sold out 0 Options Calls 0 Puts 0
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