Smartleaf Asset Management LLC Reduced Holdings in Q2 2025

Smartleaf Asset Management LLC

  • $1.13 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-2.26K
- 36.68%
$91.92 - $110.2 $207K - $249K
3.9K $394M
NEE
Nextera Energy Inc

Utilities
-3.98K
- 14.68%
$64.11 - $75.0 $255K - $298K
23.1K $1.64B
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.6K
- 32.71%
$216.28 - $284.39 $346K - $454K
3.29K $928M
PFE
Pfizer Inc

Healthcare
-9.64K
- 33.74%
$21.59 - $24.84 $208K - $240K
18.9K $458M
CB
Chubb LTD

Financial Services
-682
- 11.54%
$274.32 - $302.46 $187K - $206K
5.23K $1.49B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-307
- 35.7%
$483.07 - $625.6 $148K - $192K
553 $288M
GM
General Motors CO

Consumer Cyclical
-6.22K
- 37.19%
$42.48 - $50.46 $264K - $314K
10.5K $521M
ZTS
Zoetis Inc.

Healthcare
-1.4K
- 27.87%
$144.41 - $170.3 $201K - $238K
3.61K $564M
BDX
Becton Dickinson & CO

Healthcare
-440
- 14.24%
$165.15 - $226.42 $72.7K - $99.6K
2.65K $453M
QCOM
Qualcomm Inc

Technology
-1.99K
- 17.46%
$124.66 - $159.48 $248K - $318K
9.42K $1.49B
OKE
Oneok Inc

Energy
-736
- 6.85%
$78.71 - $100.37 $57.9K - $73.9K
10K $813M
GILD
Gilead Sciences, Inc.

Healthcare
-2.09K
- 19.35%
$96.91 - $113.0 $203K - $237K
8.73K $966M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.19K
- 28.19%
$55.54 - $69.09 $288K - $358K
13.2K $911M
INTF
Ishares Tr

ETFs
-7.73K
- 94.52%
$27.6 - $34.51 $213K - $267K
448 $15.3M
AON
Aon PLC

Financial Services
-487
- 30.34%
$335.85 - $398.81 $164K - $194K
1.12K $394M
HPE
Hewlett Packard Enterprise CO

Technology
-16.5K
- 54.83%
$12.51 - $20.45 $207K - $338K
13.6K $251M
FDX
Fedex Corp

Industrials
-805
- 25.89%
$198.07 - $245.17 $159K - $197K
2.3K $528M
ABT
Abbott Laboratories

Healthcare
-2.26K
- 9.98%
$123.95 - $138.08 $280K - $312K
20.4K $2.74B
MDT
Medtronic PLC

Healthcare
-2.28K
- 13.86%
$80.68 - $88.86 $184K - $203K
14.2K $1.22B
WDAY
Workday, Inc.

Technology
-913
- 52.26%
$210.47 - $274.71 $192K - $251K
834 $198M
BKR
Baker Hughes CO

Energy
-2.85K
- 13.06%
$35.0 - $44.92 $99.7K - $128K
19K $722M
MA
Mastercard Inc

Financial Services
-554
- 6.02%
$479.92 - $590.74 $266K - $327K
8.64K $4.76B
HD
Home Depot, Inc.

Consumer Cyclical
-885
- 7.94%
$335.24 - $380.78 $297K - $337K
10.3K $3.78B
WRB
Berkley W R Corp

Financial Services
-2.94K
- 57.45%
$64.28 - $75.17 $189K - $221K
2.18K $157M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.82K
- 6.38%
$77.74 - $78.78 $219K - $222K
41.4K $3.25B
Ishares Bitcoin Trust ETF
-5.35K
- 56.92%
N/A
4.05K $246M
BBY
Best Buy CO Inc

Consumer Cyclical
-2.75K
- 86.14%
$56.17 - $75.73 $154K - $208K
442 $30.2M
TRGP
Targa Resources Corp.

Energy
-820
- 36.08%
$157.32 - $205.72 $129K - $169K
1.45K $253M
AZO
Autozone Inc

Consumer Cyclical
-46
- 25.27%
$3478.38 - $3880.15 $160K - $178K
136 $491M
SO
Southern CO

Utilities
-2.07K
- 8.07%
$84.91 - $92.56 $176K - $192K
23.6K $2.15B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-12.1K
- 28.22%
$19.6 - $24.44 $237K - $296K
30.8K $749M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-10.7K
- 15.16%
$18.21 - $18.97 $195K - $203K
60K $1.13B
DOW
Dow Inc.

Basic Materials
-4.22K
- 41.03%
$25.81 - $34.89 $109K - $147K
6.06K $164M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-4.12K
- 4.48%
$39.34 - $40.41 $162K - $166K
87.7K $3.51B
TSCO
Tractor Supply CO

Consumer Cyclical
-3.25K
- 33.14%
$47.86 - $55.77 $155K - $181K
6.56K $339M
AJG
Arthur J. Gallagher & Co.

Financial Services
-435
- 21.44%
$310.86 - $348.77 $135K - $152K
1.59K $506M
GL
Globe Life Inc.

Financial Services
-1.3K
- 38.18%
$113.29 - $133.09 $147K - $173K
2.1K $260M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.12K
- 6.84%
$66.5 - $71.25 $141K - $151K
28.9K $1.99B
IAUM
I Shares Gold Trust Micro

ETFs
-6.04K
- 64.23%
$29.65 - $34.24 $179K - $207K
3.36K $110M
ELV
Elevance Health, Inc.

Healthcare
-149
- 6.89%
$372.27 - $452.69 $55.5K - $67.5K
2.01K $768M
SCHO
Schwab Short Term Us Treasury

ETFs
-6.67K
- 95.62%
$24.19 - $24.45 $161K - $163K
305 $7.44M
APD
Air Products & Chemicals, Inc.

Basic Materials
-476
- 17.68%
$248.61 - $294.96 $118K - $140K
2.22K $626M
KO
Coca Cola CO

Consumer Defensive
-2.26K
- 5.31%
$68.37 - $73.9 $154K - $167K
40.2K $2.83B
ADP
Automatic Data Processing Inc

Industrials
-580
- 9.48%
$276.76 - $326.81 $161K - $190K
5.54K $1.68B
NVO
Novo Nordisk A S

Healthcare
-2.12K
- 12.42%
$58.08 - $81.05 $123K - $172K
15K $1.03B
SHEL
Shell PLC

Energy
-1.79K
- 10.27%
$59.75 - $73.05 $107K - $130K
15.6K $1.11B
EXPE
Expedia Group, Inc.

Consumer Cyclical
-920
- 71.82%
$136.63 - $176.62 $126K - $162K
361 $61.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.91K
- 46.13%
$55.13 - $75.25 $105K - $143K
2.23K $153M
ALL
Allstate Corp

Financial Services
-636
- 27.92%
$180.53 - $212.64 $115K - $135K
1.64K $321M
Activity Summary
Buys All Purchases 950 New Holdings 155 Increased Positions 795 Sells All Sells 1596 Reductions 1591 Sold out 5 Options Calls 0 Puts 0
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